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Financial Planning Administrator Leeds city centre Competitive salary - to around £32,000 but potentially higher for right person Excellent benefits and career development; An established, privately owned wealth management firm in Leeds is looking to appoint an experienced Financial Planning Administrator. Founded more than 20 years ago, the business provides bespoke financial planning and private wealth management advice to professionals, senior executives, entrepreneurs and other private clients. The firm advises across investments, retirement planning, tax planning and wealth protection, building long-term relationships and developing strategies around each client's individual circumstances and objectives. This is an opportunity to join a close-knit team of Financial Advisers, Paraplanners and experienced support professionals. You will play an important role in maintaining accurate client records, processing new business and helping the firm deliver a high-quality service to its clients. The role Your responsibilities will include: Supporting Financial Advisers and Paraplanners with client administration Preparing and pre-completing application forms Producing costs and charges disclosure documents Obtaining illustrations and other provider information Preparing factsheets, KIIDs and supporting pre-advice documentation Submitting new business applications and investment trades through platforms and life companies Maintaining accurate records of transactions and trades Onboarding new clients and ensuring all required information is recorded Adding and updating client information on Intelligent Office Using Intelligent Office workflows and Diary Manager to monitor outstanding actions Submitting letters of authority and obtaining policy information from providers Ensuring client files are accurate, properly formatted and fully up to date Checking that anti-money laundering and compliance requirements have been satisfied Ensuring appropriate agreements, reports and supporting documentation are held before new business is submitted Providing wider administrative support to the office when required About you To be considered, you should have: At least three years' experience in a similar financial services administration role Previous experience working within financial planning, wealth management or an IFA practice Experience processing new business across investments and pensions A good understanding of financial services compliance and anti-money laundering procedures Strong attention to detail and the ability to maintain accurate client records Excellent organisational skills and the ability to manage competing deadlines Confidence communicating with providers, colleagues and clients Experience using a financial services back-office system, ideally Intelligent Office Intermediate-level Word and Excel skills Development and progression The business has a strong track record of supporting employees who want to develop their careers. You will receive exam support and ongoing training, with opportunities to work towards relevant professional qualifications. Depending on your strengths and ambitions, potential progression routes could include senior administration, Paraplanning, technical positions, team management or eventually financial advice. Equally, the company values experienced career Administrators who want to deepen their knowledge and take on greater responsibility within client servicing and business operations. What is on offer? Competitive salary based on experience and capabilities Employer pension contribution Death in service cover at four times salary 24 days' annual leave plus bank holidays Discretionary bonus Vitality private medical insurance Financial support for professional examinations Ongoing training and career development A varied position within an established independent wealth management firm Genuine opportunities for internal progression This would be an excellent opportunity for an experienced Financial Planning Administrator who takes pride in accuracy, enjoys working as part of a collaborative team and wants to build a long-term career within wealth management.

We are working with a successful and growing Chartered financial planning and wealth management organisation to recruit a Financial Services Administrator. Our client places a strong emphasis on developing its people and creating long-term career opportunities. Based in the Woking office, this position offers an excellent opportunity for a graduate, experienced administrator or someone looking to move into financial services. You will receive structured training and ongoing support while gaining valuable experience working alongside experienced Financial Planners and developing your knowledge of the wider financial planning process. The Role Provide administrative support to Financial Planners and the wider team. Assist with client documentation, applications and general administration. Liaise with providers and internal teams to obtain information and resolve queries. Maintain accurate client records and support the smooth running of the client journey. Develop your knowledge of financial planning and financial services. Work towards professional qualifications as you progress. About You This role would suit a graduate, financial services administrator or someone looking for a new challenge and a long-term career in financial planning. You will be organised, proactive and keen to learn, with strong attention to detail and a professional approach. Most importantly, you will be ambitious, hardworking and committed to developing your career within financial services. Package Salary up to £30,000 Bonus Strong company benefits Full training and ongoing support Professional qualification support Excellent career progression opportunities Woking-based Full-time office based during probationary period Travel to London during probation for training and to meet wider teams, with expenses covered Hybrid working from the Woking office following successful completion of probation This is a fantastic opportunity to join a growing organisation that genuinely invests in its people and provides the training, support and progression needed to build a successful career within financial services.

Self-Employed Financial Planner / Appointed Representative A better home for you, your clients and your business Successful Financial Planners do not always move because they need more clients or a higher fee split. Sometimes, they simply want fewer headaches. Fewer "misunderstandings" about what was agreed. Fewer broken promises. Fewer operational problems getting in the way of looking after clients and running a successful business. This growing financial planning firm offers experienced self-employed Advisers and established AR businesses a genuine alternative to the larger networks. You will retain the autonomy to run your business as you see fit, supported by good, honest and down-to-earth people who do what they say they will do. The proposition The firm offers: Fee splits starting at 75% and increasing to 90%, depending on income levels Autonomy over how you manage and develop your business First-class compliance, paraplanning and administrative support Help with fees and the transition from your current firm or network A strong operational infrastructure designed to make your working life easier Experienced people who understand the realities of running an advice business The opportunity to grow without losing control of what you have already built This is not simply somewhere to place your authorisation. The wider team works hard to make sure everything operates as smoothly as possible, allowing you to focus on your clients, your income and the future of your business. A growing business that has retained its culture The company remains relatively small and personal, but has doubled in size over the past four years and now employs approximately 80 people. Importantly, it has maintained a strong ratio of employed support staff to Advisers, creating the infrastructure needed to deliver on its promises. Another 15 Advisers are already set to join, building on the number of successful self-employed Advisers and AR businesses that have moved across from networks, national firms and other advice propositions. That growth has not come from offering something nobody else can put on paper. Plenty of businesses can advertise attractive fee splits, support and independence. The difference is that this firm consistently delivers what it promises and is 100% committed to making sure that remains the case as it continues to grow. Management understands that every new Adviser must be properly supported. Growth will never be allowed to come at the expense of the people already within the business or the service they receive. Who this could suit The opportunity is aimed at established Financial Planners who have already built a successful client following or AR business. You may currently be: Operating as an Appointed Representative of a network Working on a self-employed basis within a national or regional firm Managing an established client book but feeling frustrated by your current support Looking for greater autonomy without having to build an entire infrastructure yourself Considering a move because your current proposition is creating more problems than it solves You will be expected to bring an established client following and recurring income, but the firm will go above and beyond to make the transition worthwhile. If you are looking for a new home for your clients and your business, this is an opportunity to find out why so many successful Advisers are choosing this firm over their existing networks and the other options available in the market. The proposition is strong, but it is the people behind it and their commitment to consistently delivering what they promise that makes the real difference.

We are seeking an experienced Client Manager or Client Relationship Manager to join a growing advice team, primarily based in Stansted. You will support a highly experienced Chartered Adviser, playing a central role in delivering a seamless and well-organised client experience. The Role You will act as the key point of contact for clients, ensuring a smooth journey from onboarding through to ongoing financial planning and investment administration. Key responsibilities include: Managing day-to-day client relationships and providing proactive support Coordinating client meetings, reviews, and follow-up actions Preparing accurate pre- and post-meeting documentation Overseeing workflow, ensuring all planning, compliance, and administrative tasks are completed efficiently Maintaining high-quality, compliant client records and documentation Liaising with providers, platforms, and professional third parties Supporting investment administration including contributions, withdrawals, and transfers Working closely with Advisers, Paraplanners, and wider support teams You will play a pivotal role in ensuring clients feel informed, supported, and confident throughout their financial journey. About You 2-3+ years' experience in a Client Manager / Client Relationship role within an IFA or advice firm Working towards (or willing to study for) the CII Diploma in Regulated Financial Planning Strong organisational skills and exceptional attention to detail Confident communicator with a professional and client-focused approach Proactive, reliable, and able to manage multiple priorities effectively Experience with CRM systems and maintaining high-quality client data Just as important as your experience is your personality. We are looking for someone who will thrive in an open, collaborative and supportive environment, and who values teamwork, communication and building strong relationships. What's on Offer Salary up to £35,000 Hybrid working Highly flexible working hours Excellent company benefits Supportive, team-focused culture Opportunities for development and progression This is a fantastic opportunity for someone looking to build their career within a high-quality financial planning environment where culture and people are genuinely valued.

An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes. This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. The Role The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment. Key responsibilities include: Planner & Administrative Support Providing high-level administrative support to Wealth Planners Supporting case submissions to paraplanning and liaising with central services Producing accurate client documentation and service agreements Handling finance-related administration including billing, WIP, commissions, and invoices Maintaining accurate client records on Xplan and associated systems Ensuring all work meets internal processes and compliance standards Client Support Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate Preparing and submitting CDD and onboarding documentation in line with AML procedures Arranging client meetings, valuations, meeting packs, and diary management Attending client meetings where required and completing post-meeting actions and minutes Preparing application forms in line with suitability reports and ensuring timely processing Handling client correspondence, post, and letters of authority Meeting and greeting clients at office locations when required Team Support & Development Supporting and mentoring junior Wealth Planning Assistants Assisting with training and quality checking of work Sharing knowledge and best practice across the team Contributing to continuous improvement and efficiency initiatives Supporting the wider team during peaks in workload Skills & Experience Required Proven experience in a Wealth Planning Assistant or similar role Strong understanding of the end-to-end wealth planning process Good knowledge of financial planning products Experience with Xplan / Intelliflo highly desirable Voyant experience desirable Strong attention to detail and accuracy Excellent organisation, planning, and prioritisation skills Strong client service and communication skills Good numerical ability Proficient in Microsoft Word and Excel Good understanding of regulatory and compliance requirements within wealth management What's on Offer Competitive salary of £40,000-£45,000 (approx.) Discretionary bonus Comprehensive benefits package (including pension and healthcare) Hybrid working model with flexibility after probation Exposure to high-quality advisers and complex client cases Strong opportunity for the role to become permanent Long-term career development within a growing wealth management business If you're an experienced Financial Planning Administrator seeking a new opportunity with one of the UK's leading wealth managers, please do apply and we can mange the process on your behalf.

We are working with the Wealth Planning arm of a top 20 accountancy practice, providing fully independent, holistic financial advice to an established portfolio of high-net-worth private clients. The business is on a significant growth trajectory, with plans to expand its Wealth Planning team substantially over the coming years. As a result, they are now seeking a Client Services Executive to provide all-round support to two Wealth Planners managing a high-quality client book. This role would suit either a career administrator or someone looking to develop further. The hiring manager has indicated an ideal initial tenure of 12-18 months, after which there is clear scope to progress into a Paraplanner role with client contact, and long-term development through to adviser level. Key Responsibilities End-to-end processing of new business and ongoing client servicing Preparing for adviser and client meetings, including valuations, illustrations and meeting packs Acting as a point of contact for clients and liaising with advisers on their behalf Maintaining accurate client records and electronic filing systems Supporting adviser fee, charge and commission queries Ensuring all activity is completed in line with FCA regulations and internal compliance procedures (Full job specification available upon request) Moore Kingston Smith - Client S Candidate Profile Experience in a financial services administration role, ideally within IFA or Wealth Management Strong communication skills and high attention to detail Well organised with the ability to manage multiple tasks and deadlines Comfortable working both independently and as part of a team IT literate, including Microsoft Word and Excel Interest in career development within financial planning Package & Benefits £30,000 - £36,000 base salary Bonus Bi-Annual salary reviews 28 days holiday Hybrid working (3 days office / 2 home, with some flexibility) Private medical insurance and comprehensive wellbeing benefits Strong long-term career development and exam support A first-class opportunity for an ambitious individual to join a growing business with a clear pathway for long-term career progression.

We are working with a well-established, multi-award-winning boutique wealth management firm, based in the City of London, providing independent financial advice to high-net-worth individuals and their families. The firm advises across Pensions, Investments and Life Assurance from the whole of the market and is widely recognised within the industry for the quality of its client service and professional standards. Due to continued growth, including multiple recent acquisitions across the UK, the business is now looking to appoint two Client Support professionals to join its London team. The Roles Two Client Support opportunities are available, offering distinct career paths : Client Support - FP Administration Pod This role sits within a team-based support structure and would suit an experienced career Financial Planning Administrator who enjoys a structured environment supporting multiple advisers. Salary towards the higher end of the banding. Client Support - Dedicated Adviser Support This position supports two Financial Planners directly and is well suited to someone looking to broaden their exposure and progress their career within Financial Planning. Key Responsibilities Supporting the financial planning and advice process to ensure a high-quality client experience Processing new client documentation in line with internal procedures and data protection requirements Creating and maintaining accurate client records on the CRM system Liaising with product providers to obtain policy and investment information Preparing client meeting packs and supporting documentation Working closely with Advisers and Paraplanners to issue reports and new business applications Maintaining accurate records of client and provider communications Ensuring all activity is completed in line with compliance and regulatory standards Candidate Profile The successful candidate will demonstrate: Previous experience within a Financial Planning / Wealth Management support role Strong communication skills at all levels A methodical approach with the ability to manage and prioritise multiple tasks The ability to work well within a team and on their own initiative A client-focused mindset with high attention to detail IT literacy, including MS Word and Excel A desire to pursue or continue financial services qualifications (fully supported) Package & Benefits £32,000 - £38,000 basic salary Quarterly bonus (c. 15% of salary) Employee Shareholder Scheme Comprehensive benefits package 25 days holiday plus 3 additional days over Christmas Hybrid working - 3 days per week in the office Excellent long-term career development opportunities as the firm continues to grow nationally A first class opportunity to work for a growing business offering genuine career development opportunities.

Are you passionate about financial planning and dedicated to providing top-notch service to clients in the media, arts, and creative industries? If so, we invite you to consider an exciting opportunity with an independent advisory practice that operates at the pinnacle of the market. We are a forward-thinking advisory firm that has experienced substantial growth over the past 3-4 years. With approximately 30 talented professionals and over £500 million in client funds under management, we take pride in delivering a top-tier working environment and a client-centric approach that emphasizes service and lifestyle. Why Join Our Team? Company Culture: Our team embodies professionalism, collaboration, and sociability. Hybrid Working Model: Our innovative hybrid workweek, from Monday to Thursday in the office and Fridays from home, fosters a positive and productive work environment for all. Career Development: While we don't prescribe a rigid career path, we actively promote the advancement of high-caliber individuals. Many of our team members, including our Head of Account Management, began in standard support roles and have risen through the ranks. The Role: Account Manager We are in search of an Account Manager to join our team. This role is essentially a financial planning position, working closely alongside one of our FP Directors. If you are a professional, a dedicated team player, and enjoy a social work environment, you may be an ideal fit for our team. Key Responsibilities: Collaborate closely with FP Directors to provide exceptional financial planning services. Cultivate and maintain strong client relationships within our niche market. Assist in managing client funds and investments. Continuously develop your financial planning skills. Qualifications and Benefits: Salary Range: £34,000 to £40,000 Attractive bonus structure 25 days of annual leave 5% matched pension Private medical insurance and more If you are enthusiastic about contributing your expertise to a thriving team and helping our clients achieve their financial goals, we encourage you to apply. Join our journey and become part of an exciting endeavor in the world of financial advisory.

An exciting opportunity has arisen for a skilled Paraplanner to join a prestigious, City-based Private Bank on a 12-month fixed-term contract covering maternity leave. This is a rare chance to work with a high-performing Wealth Planning team supporting an established UHNW client base. While this is initially a contract role, there is potential for it to become permanent. About the Organisation: You'll be joining a leading Private Bank with a long-standing reputation for discretion, client care, and excellence in financial planning. Based in the City of London, the bank fosters a collaborative, inclusive culture with a strong track record of internal progression. Key Responsibilities: Prepare compliant, high-quality suitability reports for HNW/UHNW clients Attend client meetings alongside Wealth Planners and Investment Managers Support with technical research, cashflow modelling (Voyant), and advice construction Contribute to advice process improvements and internal projects Liaise with Compliance and Training teams to maintain high reporting standards Candidate Profile: Previous experience in a Paraplanning role Diploma in Financial Planning (DipPFS or equivalent - Level 4) Sound knowledge of pensions, investments, protection & estate planning Comfortable supporting complex, high-value clients Excellent written and verbal communication skills Experience with platforms/tools such as Voyant, SelectaPension, Financial Express is a plus What's on Offer: Salary up to £60,000 , depending on experience 25 days holiday , plus bank holidays Discretionary bonus scheme BUPA Health Insurance, Pension, Life Assurance, Income Protection Hybrid working : 3 days in-office (Moorgate), 2 days from home A genuinely inclusive and professional environment with opportunities to grow This is a fantastic opportunity for a Paraplanner looking to deepen their experience in the private wealth space and work with a dynamic, supportive team.

We are working with a highly regarded, independent financial planning firm who are looking to appoint an Associate Financial Planner to join their growing Wealth Planning team. This is an excellent opportunity to join a business on a strong growth trajectory, with clear plans to significantly expand its advisory team over the coming years-creating genuine long-term progression opportunities. The Role This position offers a blend of paraplanning and associate advisory responsibilities, working closely with experienced Chartered Financial Planners to deliver holistic financial planning advice to a high-quality HNW client base. Key responsibilities include: Preparing suitability reports and conducting detailed technical research Producing cashflow modelling and complex financial planning analysis Supporting client reviews and ongoing service delivery Assisting with client onboarding and drafting recommendations Identifying planning opportunities and supporting the delivery of advice You will gain increasing exposure to client relationships and more complex planning work over time. The Opportunity Join a growing Wealth Planning team with ambitious expansion plans Work alongside experienced Chartered Financial Planners Clear pathway into an advisory role Full support through professional exams, including progression to Chartered status Exposure to high-quality HNW clients and holistic financial planning About You Around 2+ years' experience in a paraplanning role Working towards (or holding) the Diploma in Financial Planning (DipPFS) Strong technical knowledge across pensions, investments and protection Excellent attention to detail and report writing skills Ambitious, proactive and keen to progress into an advisory role Package & Benefits Salary: £42,000 - £47,500 (flexible depending on experience) Bonus typically in the region of £4,000 - £6,000 Hybrid working (3 days office / 2 from home, with flexibility) 25 days holiday + Christmas closure Pension, life cover, income protection and wellbeing support Comprehensive benefits package and full study support This is a fantastic opportunity for a paraplanner looking to take the next step in their career within a progressive and supportive financial planning environment.

An excellent opportunity has arisen for an experienced Corporate Financial Planner to join a highly regarded, independent wealth management firm. This role offers immediate responsibility for a well-established, high-quality client portfolio of circa 300 corporate clients, with the current adviser retiring within the next 12 months. The initial focus will be on relationship management, continuity, and client retention, ensuring a smooth transition before moving into a more growth-oriented phase. Clients are predominantly based across the North M25 region (Essex, Hertfordshire, and surrounding areas). The role is primarily home-based, with most client interaction conducted via video, alongside some travel where required. The Role You will provide specialist corporate financial planning advice, primarily focused on: Workplace pensions and employee benefit schemes Supporting employers with regulatory requirements and compliance Business protection, succession, and exit planning Profit extraction strategies and key person planning You will build strong relationships with business owners and senior stakeholders, delivering tailored financial solutions aligned to their commercial objectives. Key Responsibilities Manage and develop an existing portfolio of corporate clients Deliver high-quality, compliant financial planning advice Conduct regular client reviews and adapt strategies as business needs evolve Build long-term relationships with key decision-makers Identify opportunities to expand and develop the client book over time Collaborate with professional introducers (accountants, tax advisers, etc.) Ensure all advice meets FCA and regulatory standards About You Diploma qualified (Level 4 minimum) Proven experience in corporate financial planning or employee benefits Strong understanding of pensions, group schemes, and business planning Ability to interpret company accounts and provide strategic advice Excellent relationship management and communication skills Commercially minded with a consultative approach Full UK driving licence required What's on Offer Established, loyal client bank with strong ongoing income Clear transition plan from retiring adviser Home-based flexibility with autonomy Strong earnings potential (OTE £120k-£130k) Comprehensive benefits package including: 25 days holiday + bank holidays (option to buy more) Employer pension contribution (6%) Life cover (4x salary) Private medical insurance Discretionary bonus scheme This is a rare opportunity to inherit a high-quality, well-maintained client portfolio within a supportive and professional environment. The role offers both immediate income stability and long-term growth potential, making it ideal for an experienced adviser looking to step into a ready-made book while still having scope to develop further.

A highly successful and well-established financial planning practice based in the City of London is seeking an experienced Senior Paraplanner to join their growing team. This firm is one of the largest and most successful partnerships within a leading wealth management network, with a strong reputation for excellence, long-standing client relationships, and a genuinely supportive working culture. With over 25 years of advising clients and managing in excess of £2bn in assets, they offer a stable and high-performing environment where employees are truly valued. Known for their low staff turnover and collaborative culture, the business offers outstanding incentives including strong bonuses and fully funded annual trips abroad. The Role This is a client-facing Senior Paraplanner position, supporting Senior Financial Planners and working closely with high-net-worth clients. You will play a key role in delivering high-quality, holistic financial planning support, combining technical expertise with the ability to engage confidently in client meetings. Key Responsibilities Act as a key contact for clients, building trusted relationships Attend and contribute to client meetings Prepare suitability reports and complex advice documentation Conduct research and analysis to support recommendations Produce cashflow modelling (e.g. Voyant) Carry out tax calculations, projections, and pension analysis Support portfolio reviews, fund analysis, and rebalancing Assist with ongoing client servicing and technical queries About You Experienced Paraplanner with strong technical knowledge Comfortable attending client meetings and communicating directly with clients Experience working with high-net-worth individuals Strong report writing and analytical skills Highly organised with excellent attention to detail Level 4 Diploma in Financial Planning (minimum) Working towards Chartered status (preferred) Why Apply? Join a high-performing, well-established and growing business Strong salary and bonus structure Excellent benefits and annual company trips abroad Supportive, social, and collaborative working environment Clear opportunity for long-term career development This is an excellent opportunity for a Senior Paraplanner looking to step into a more client-facing, high-value role within a business that genuinely invests in and rewards its people.

An exciting opportunity has arisen for an experienced Senior Employee Benefits Consultant to join a highly regarded financial advisory team within a leading professional services firm. This role sits within a specialist Employee Benefits function, providing strategic advice to a diverse corporate client base, including SMEs, larger organisations, and specialist sectors such as education. The team delivers holistic support across pensions, risk, healthcare and wider benefits strategy. You will take ownership of a portfolio of clients, providing expert guidance while also playing a key role in developing new business and strengthening client relationships. The Role This is a client-facing, commercially focused role combining advisory, relationship management and business development. Key responsibilities include: Acting as lead consultant for a portfolio of corporate clients Providing strategic advice on: Workplace pensions Group life assurance Income protection Private medical insurance Wider employee benefits and wellbeing solutions Managing incoming client enquiries and delivering high-quality, timely responses Leading client meetings, including in-person presentations and reviews Driving client retention, renewals and governance processes Identifying and converting new business opportunities Supporting proposals, tenders and pitches Building long-term, trusted client relationships The role requires someone confident in both day-to-day client servicing and winning new business. About You To be successful in this role, you will bring: Strong experience in corporate employee benefits consulting Proven expertise across pensions and group risk/healthcare products Experience advising corporate clients and senior stakeholders A track record of generating new business and growing client accounts Excellent communication and presentation skills The ability to manage multiple clients and priorities effectively Strong technical knowledge of benefits legislation and market trends Qualifications such as CII Level 4 (or equivalent) and current SPS are highly desirable. Working Environment Hybrid working: typically 2 days per week in the office Client travel as required (presentations typically in person, some meetings virtual) Collaborative, high-performing advisory team environment Strong focus on professional development and progression What's on Offer Salary up to £85,000 Performance-related bonus Comprehensive benefits package including: Private medical insurance Income protection Life assurance Pension Flexible benefits and wellbeing support Generous holiday allowance and additional perks This is a fantastic opportunity to join a respected advisory business where you can take ownership of client relationships, influence strategy, and play a key role in the growth of a successful employee benefits offering.

Are you an experienced Financial Planner seeking a rare opportunity to inherit a high-quality client book and build long-term relationships with ultra-high-net-worth families? This is a genuinely exceptional succession role with one of the UK's leading national financial advisory firms, a business managing over £7Bn in client assets and continuing to grow through strategic acquisition. The Opportunity You'll take over a well-established client book following the firm's recent acquisition of a prestigious regional practice. The portfolio consists of around 200 UHNW families, producing approximately £700k of recurring income, and has been nurtured by the existing adviser over 40 years. Over the next 12-18 months, you'll work closely with the current adviser to build trusted relationships with clients, ensuring a smooth transition before taking full ownership of the book. The focus is on exceptional client service and relationship management, though the role also offers significant potential to develop and grow the portfolio further. Key Details Fully serviced client bank provided - c.200 UHNW families Recurring income circa £700k Full handover and mentoring period from the existing adviser (retiring 2027) Home-based role with flexible working and office access as required Client locations primarily across London, Kent, Surrey, and Sussex Full paraplanning and sales support provided About You Level 4 Diploma qualified (Chartered or working towards preferred) Minimum 3 years' experience providing holistic financial advice Strong client relationship and interpersonal skills Entrepreneurial and commercially minded with a focus on long-term service Located within a commutable distance of Sidcup or the South East region Remuneration & Benefits Highly flexible basic salary, fully negotiable for the right individual 35% bonus on new business written + share of recurring income Uncapped earning potential Excellent benefits package Full paraplanning and administrative support This is an outstanding opportunity for a high-calibre Financial Planner to step into a ready-made UHNW client bank and continue a legacy of exceptional service, with the full backing of a national, well-resourced advisory business.

One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for clients, collaborating with the Client Services team and product providers. Assist Wealth Planners in client meetings, managing administrative tasks, and maintaining accurate client data records. Process new business for clients efficiently, ensuring accuracy in application paperwork and system updates. Serve as the primary contact for clients when appropriate. Responsibilities: Meet the company's documentation standards with a focus on high accuracy. Support Wealth Planners in submitting cases to the paraplanning team. Handle finance queries, including invoices, billing, WIP, and commissions. Produce accurate Service Agreements when required. Demonstrate flexibility in supporting different key partners and stakeholders across the business. Efficiently coordinate central services such as paraplanning, valuations, and business processing to support the Planner's workflow. Prepare and submit CDD and new account paperwork for client onboarding, following the company's AML processes. Arrange client meetings, valuations, meeting packs, and manage Wealth Planners' diaries. Handle general client queries, escalating complex issues to the Planner, with an adaptable approach for clients in vulnerable circumstances. Meet and greet clients at respective locations. Manage client correspondence, post, and prepare letters of authority for signing. Prepare client application forms in line with suitability report recommendations, ensuring timely and accurate completion. Candidate Requirements: Must Full understanding of the end-to-end Financial Planning process and have will have worked in a Financial Planning support capacity for 3+ years Knowledge of Financial Planning products and systems, including experience with XPlan/Intelliflo and Voyant (desired). Proficient in Microsoft Office/Outlook, with strong numerical skills. Regulatory awareness and compliance understanding. Excellent customer service, interpersonal, and communication skills. Strong attention to detail, accuracy, and organizational skills. Ability to prioritize tasks effectively and work collaboratively with colleagues. On Offer: Salary £38,000 - £46,000 Exceptional Benefits inc Pension, PHI, PMI, IP, DIS Discretionary Bonus Hybrid working (3 days in office) This is a great opportunity to work for a leading player in the UK wealth management sector who continue to grow and evolve year on year. They can provide a positive, flexible working environment for their staff along with genuine opportunities for longer term career development.

We're working with a well-established and highly regarded Employee Benefits consultancy based in London, who are looking to appoint an Employee Benefits Consultant or Associate Consultant to join their growing team. This is a genuinely flexible opportunity and would suit: An experienced Employee Benefits Consultant An Associate Consultant looking to step up Someone with a Group Risk or Health & Wellbeing bias who is keen to further develop their pensions knowledge over time Full support, training and long-term development are on offer. The Role You'll be responsible for servicing and developing long-term relationships with a portfolio of existing corporate Employee Benefits clients, delivering high-quality advice, guidance and ongoing support. The role combines: A corporate advisory service to senior stakeholders A more bespoke, individual-focused service to scheme members Client schemes range from small SMEs to larger organisations (up to c.600 employees), providing plenty of variety and exposure. Key responsibilities include: Advising on Workplace Pensions, Group Risk, PMI, Cash Plans and broader Health & Wellbeing solutions Delivering employee benefit and financial wellbeing presentations (in person and remotely) Supporting the development of the overall Employee Benefits proposition Identifying referral opportunities across wider financial services Keeping up to date with market developments and industry trends Over time, taking ownership of client relationships and profitability About You You'll ideally have: Experience in an Employee Benefits, Group Risk or Health & Wellbeing role Strong technical knowledge in at least part of the Employee Benefits landscape Confidence communicating with both corporate clients and individual employees The ability to explain complex information in clear, plain English Level 4 / DipPFS is not essential for Associate-level candidates, and those keen to develop their pensions knowledge will be fully supported. You'll also bring: Strong written and verbal communication skills A consultative, client-focused approach Good organisation and attention to detail An openness to using technology and AI to improve processes Package & Benefits £55,000 - £70,000 basic salary (depending on experience) Discretionary bonus Comprehensive benefits package Hybrid working (London-based office) Clear long-term development and progression opportunities This is an excellent opportunity to join a supportive, forward-thinking consultancy offering genuine flexibility, strong career development and exposure to a broad range of Employee Benefits work.

The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients. Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business. This includes regulated advice on pensions, tax, and general financial guidance, serving as the cornerstone of our wealth management offering. What You'll Do: Manage a portfolio of high-value client relationships, overseeing their wealth planning strategies. Develop new client relationships through active marketing efforts and your professional network. Provide financial advice across various aspects of clients' lives, ensuring profitability, compliance, and alignment with their best interests. Conduct regular client meetings, document agreed actions, and ensure swift implementation. Take primary responsibility for new client setup, sign-off, and suitability for advice structures. Identify and communicate new planning opportunities beneficial to clients. Serve as a knowledge resource for portfolio managers on financial planning matters. Contribute content for external distribution and internal training. Continuously update your knowledge through professional development and examinations. Qualifications and Experience: Experience in advising high-net-worth individuals on wealth planning and tax strategies. In-depth knowledge of pensions and taxation. FCA-approved regulatory qualification at Level 4 or above. Advanced Financial Planning Certificate, Chartered Financial Planner, or equivalent. Current Statement of Professional Standing (SPS). Proficiency in Microsoft Word, Excel, and PowerPoint. Preferred: Familiarity with fund management, professional advisory, IFA, or life company industry. Pension Transfer Specialist qualification. Excellent understanding of major wealth planning strategies in the UK marketplace. Knowledge of Intelliflo Office and The Exchange. Who You Are: Professional, organised, and motivated self-starter. Strong interpersonal and communication skills. Ability to present complex matters clearly and concisely. Strong analytical and numeracy skills. Ability to build strong working relationships across all levels. Demonstrated willingness to learn, develop, and collaborate for excellent client outcomes Seize the opportunity to join a global leader in investment management and contribute to our mission of empowering clients for a prosperous future. Apply now to be part of a dynamic team dedicated to client success.

A well-established private bank is seeking a Business Standards & Quality Manager to join its Compliance / Training & Competence (T&C) function. This is an excellent opportunity for a Paraplanner or suitability reviewer looking to transition into a broader compliance-focused role, with clear progression into a T&C Supervisory position over time. The Role You will play a key role in ensuring high standards of advice and documentation across the business through detailed client file reviews. Working closely with advisers and T&C Supervisors, you will provide valuable feedback, identify trends, and contribute to training and coaching strategies. Key responsibilities include: Conducting client file reviews to assess advice suitability and documentation quality Delivering constructive feedback to advisers and identifying performance trends Supporting T&C Supervisors with oversight and coaching initiatives Maintaining and enhancing T&C processes and supervisory documentation Assisting with projects and technical support alongside senior stakeholders Ensuring adherence to regulatory standards and internal compliance frameworks About You Experience in paraplanning, file review, or advice suitability assessment Understanding of the Training & Competence (T&C) framework (desirable) Knowledge of COBS, ICOBS and/or MCOB Strong analytical skills with the ability to assess complex cases Excellent communication skills, both written and verbal Highly organised with the ability to manage workloads independently Proactive, detail-oriented, and comfortable working with stakeholders across the business Qualifications Level 4 Diploma (or equivalent) in Financial Planning or Investment Management required What's on Offer Competitive salary (£55k-£65k, with potential flexibility) Discretionary bonus Comprehensive benefits package (including private healthcare, pension, life assurance) Hybrid working model (4 days office-based) Strong career progression within the T&C / Compliance function This is a fantastic opportunity to move into a strategic compliance role within a highly reputable banking environment, offering both variety and long-term career development.

We are partnering with a highly respected, partner-owned investment management and wealth planning firm to recruit an experienced Paraplanner for their growing Wealth Planning team based in the City of London. This is an outstanding opportunity to join an established business that combines the investment expertise of a larger institution with the collaborative culture of a boutique firm. With an excellent reputation for delivering bespoke wealth management and financial planning solutions, the business offers a supportive environment where technical excellence and client outcomes are at the heart of everything they do. The Role Working closely with the Head of Wealth Planning and a team of experienced Financial Planners, you'll provide high-quality technical support across a wide range of complex client cases. Responsibilities include: Preparing detailed suitability reports and financial planning recommendations Conducting technical research across pensions, investments, tax planning and estate planning Carrying out extensive cashflow modelling Analysing client information to support bespoke financial planning strategies Liaising with providers, clients and advisers to obtain technical information Supporting advisers with complex client cases from recommendation through to implementation This is a genuine career Paraplanner position, ideal for someone who enjoys the technical side of financial planning and wants to continue developing within a specialist paraplanning role rather than moving into financial advice. What's on Offer Salary between £55,000 and £75,000 Discretionary annual bonus Hybrid working (3 days in the office, 2 days from home) Modern City of London offices Standard working hours (9:00am-5:30pm) Exposure to complex, high-quality financial planning cases Supportive, collaborative team culture Long-term career development within an ambitious and growing business About You We're keen to speak with experienced Paraplanners who possess: At least 4-5 years' paraplanning experience within financial planning or wealth management Strong technical knowledge across pensions, investments and wider financial planning Experience producing high-quality suitability reports Cashflow modelling experience (Voyant preferred) Experience using industry research tools such as FE Analytics Chartered Financial Planner status, or active progress towards Chartered, would be highly advantageous Excellent communication skills, attention to detail and a genuine passion for technical financial planning. This is an excellent opportunity to join a highly regarded wealth management business where you'll work on interesting, complex client cases, receive excellent support, and enjoy genuine long-term career prospects.

A highly regarded boutique wealth management firm is seeking a Wealth Executive to join its growing team in London. This is an excellent opportunity for either a Junior Paraplanner looking to take the next step in their career or an experienced Paraplanner seeking greater client exposure and a clear route for long-term progression. The firm specialises in advising high-net-worth and ultra-high-net-worth international families and manages several billion dollars of client assets. As a result, the successful candidate will gain exposure to complex financial planning and investment matters while working alongside highly experienced Wealth Managers within a collaborative and supportive environment. Key Responsibilities: Supporting Wealth Managers throughout the client lifecycle Assisting with cashflow planning, client reviews and recommendation documentation Preparing portfolio reports, rebalance documentation and investment recommendations Supporting client onboarding and implementation processes Acting as a key point of contact for clients, platforms and service providers Attending client meetings and assisting with follow-up actions Preparing review documentation and client meeting packs Supporting ongoing relationship management for HNW and UHNW clients Assisting with portfolio monitoring, reporting and administrative management The successful candidate will enjoy significant levels of client interaction and will play an integral role within the wealth management team. This is far more than a traditional technical support position and offers excellent scope for personal and professional development. Candidate Requirements: Previous experience within a Paraplanning, Junior Paraplanning or Wealth Planning support role Strong communication and relationship-building skills Excellent attention to detail and organisational ability A genuine desire to develop a long-term career within financial planning Progress towards DipPFS would be advantageous but is not essential Benefits Include: Basic salary of £45,000 - £55,000 Discretionary bonus Private Medical Insurance Pension matching up to 5% Life Assurance Income Protection 25 days holiday plus additional benefits Hybrid working arrangement This is an outstanding opportunity to join a highly respected wealth management business where you will gain exposure to complex client work, develop your technical knowledge and benefit from a clear pathway for future progression.