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Trainee Financial Adviser Location: Hagley, West Midlands Salary: £30,000 An established independent financial planning practice in Hagley is looking to appoint a Diploma-qualified (or nearly qualified) individual who is ready to take the next step towards becoming a Financial Adviser. This is an opportunity to join a close-knit business with genuine long-term progression. Rather than being expected to advise from day one, you'll spend time learning the business, shadowing experienced advisers, getting to know clients and gradually taking on more responsibility as your confidence grows. With the Managing Director planning for retirement over the coming years and the next generation already at capacity, this role has been created as part of the firm's succession planning. The intention is to develop someone into an Adviser with an established client bank. The role Your first year will be varied and designed to build your knowledge and experience, including: • Supporting the advisers with paraplanning duties • Assisting with client administration alongside the existing administrator • Attending client meetings and shadowing experienced advisers • Being introduced to clients and developing relationships over time • Gradually taking responsibility for client meetings and ongoing advice as your experience grows Once ready, you'll begin advising existing clients with portfolios typically between £250,000 and £500,000 , with many larger relationships across the business. About the firm This is a well-established independent financial planning practice with: • Around £100 million of assets under management • Approximately 130 longstanding clients • A loyal client base built over more than 35 years • A small team of four people • A friendly, relaxed working environment where people are trusted rather than micromanaged The business is built on honest, traditional values, long-term client relationships and providing quality financial advice. About you You'll ideally have: • Level 4 Diploma in Regulated Financial Planning, or be close to achieving it • Experience within a financial planning environment, such as paraplanning or technical administration • Excellent communication skills and a genuine interest in building long-term client relationships • A desire to develop into a Financial Adviser rather than remaining in a purely technical role Package • Salary of around £30,000, plus standard benefits • Full training and mentoring towards becoming a Financial Adviser • Genuine succession opportunity with significant long-term progression • Office-based in Hagley initially, with flexibility expected as the role develops This is an excellent opportunity for someone looking for a structured route into financial advice while working alongside experienced professionals who are committed to developing the right individual.

Self-Employed Independent Financial Adviser (IFA) Location: Leicestershire (Field-Based) Client Bank Inheritance: £18M AUM 125 Clients A rare and highly attractive opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active, well-maintained client book in Leicestershire. This is a field-based, self-employed role offering both income stability from day one and significant scope to grow. The Opportunity You will take over a client portfolio originally built by a now-retired adviser, comprising approximately 125 households with circa £18M assets under management . Clients are loyal, engaged, and accustomed to regular annual reviews. The typical client holds £100K+ AUM , with a healthy mix of larger and smaller cases. The existing clients pay 1% ongoing fees, which generates £180,000 ongoing fee income and provides a stable basic income of approximately £56,000 in the first year , before any new business is written and after Paraplanning & Admin fees are subtracted. Income Structure Ongoing Servicing: Clients pay 1% ongoing; adviser receives 35% for delivering annual review services New Business (from inherited book): 50% split Self-generated new business: 60% split Immediate earnings from existing ongoing fees Support & Infrastructure Paraplanning & Admin Support: Provided, subject to fees - can be discussed during interview process PI Insurance & Compliance: Fully provided Lead Generation: Strong historic lead flow, especially via teaching sector specialism, webinars, seminars, and warm leads Network: 24 advisers nationwide (strong presence in Yorkshire, minimal crossover) What We're Looking For Minimum 3+ years' experience as an IFA / Financial Planner Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous) Strong communication and relationship-management skills Comfortable working autonomously in a field-based environment Client-centric, ethical, and proactive Your Role Deliver annual reviews and holistic financial planning across pensions, investments, protection, and estate planning Maintain and grow established client relationships Develop new business from existing clients and through external opportunities Uphold the highest standards of FCA compliance Why This Opportunity? Immediate income stability with a £56,000 baseline in year one Ready-made client bank with strong long-term potential Supportive infrastructure without the limitations of an employed model Real autonomy to manage your business how you want Proven lead-generation model and strong adviser community

IIndependent Financial Advisor (IFA) Location: Warrington Area (Remote role with local client meetings) Salary: £50,000 per annum plus bonuses About the Opportunity We're recruiting on behalf of a national Independent Financial Advisory group for an experienced Independent Financial Advisor to take over a well-established client bank from a retiring adviser in the Warrington area. This is a servicing-focused position rather than a sales role, making it ideal for an adviser who enjoys building long-term client relationships and delivering high-quality financial planning without the pressure of generating new business. The Role You'll be responsible for servicing an established portfolio of existing clients, providing ongoing financial planning advice and ensuring they continue to receive an exceptional level of service. You'll be supported by an experienced paraplanning and administration team, allowing you to focus on what you do best: advising clients. Key Details and Benefits Basic Salary: £50,000 per annum Client Bank An established portfolio of existing clients will be provided, approximately 130 clients with £200K recurring fee income currently being generated The recurring income attached to the client bank exceeds the level required to achieve validation, meaning the successful adviser will be in a bonus position from day one Performance Bonus Validation at three times basic salary (£150,000) 25% bonus on earnings above validation, so Adviser will earn approx £12,500 in bonus before writing any new business, considering the £200K recurring fee income Bonuses paid quarterly Pension 8% non-contributory pension Additional Benefits Private Medical Insurance Death in Service cover Full paraplanning support Dedicated administrative support Working Pattern Home-based role (field based) Clients located across the M6/M56/M62 corridor Travel required for client meetings About You We're keen to speak with experienced Independent Financial Advisors who enjoy building long-term client relationships and delivering high-quality financial advice. The ideal candidate will: Hold the Level 4 Diploma in Regulated Financial Planning as a minimum Have experience providing holistic independent financial advice Be confident managing an existing client bank Value long-term client relationships over business development Be looking for the security of an employed role with an established client bank provided If you're looking for an opportunity where you can concentrate on looking after existing clients, backed by a strong support team and a bonus structure that rewards you from day one, we'd be pleased to hear from you.

A fantastic opportunity has arisen for an experienced Senior Paraplanner to join a highly regarded, fully independent financial planning practice based in Trowbridge. This established and successful firm has built an excellent reputation for delivering exceptional, long-term financial planning advice to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients across the local region and throughout the UK. With a strong focus on building lasting client relationships, the business prides itself on providing a truly holistic approach to financial planning and maintaining the highest standards of service. Due to continued growth, the firm is now seeking a Senior Paraplanner to join its highly skilled technical support team. This is an exciting opportunity for an experienced individual who is looking to take the next step in their career, combining advanced technical paraplanning responsibilities with an element of leadership and mentorship within the team. The Role Working closely with a team of highly successful Financial Advisers, you will provide comprehensive technical support across a range of complex client cases, helping to deliver high-quality financial planning solutions. The role will have two key focuses: Senior Paraplanning Preparing detailed suitability reports and technical recommendations across pensions, investments, retirement planning, protection and wider wealth planning areas Conducting in-depth research, analysis and cashflow modelling to support client recommendations Working closely with Financial Advisers before and after client meetings to ensure efficient and accurate advice delivery Reviewing existing client arrangements and identifying opportunities for further planning Supporting complex and high-value client cases from initial research through to implementation Maintaining regular communication with advisers and clients, providing technical input throughout the advice process Team Support & Mentorship Acting as a senior point of contact within the paraplanning team for technical queries, complex cases and problem-solving Supporting and mentoring junior members of the paraplanning team, helping to develop their technical knowledge and confidence Providing guidance and oversight to ensure consistently high standards across the team Taking a lead role in improving processes and supporting the continued growth of the technical support function This position offers an excellent opportunity for someone who enjoys technical paraplanning but is also looking to develop their leadership capabilities, with a pathway towards a Paraplanning Team Leader position in the near future. About You The ideal candidate will be an experienced Senior Paraplanner who is looking for a role where they can make a wider contribution and play a key part in the continued success of the business. You will ideally have: Significant experience working within a paraplanning role within an independent financial planning environment Strong technical knowledge across pensions, investments, retirement planning, and holistic financial planning Level 4 Diploma qualified as a minimum, with Chartered status or progress towards Chartered desirable Experience supporting complex HNW/UHNW client cases Excellent report writing skills with a strong eye for detail and accuracy The confidence to act as a technical sounding board for advisers and colleagues A proactive approach with the ability to support and mentor less experienced team members Strong communication skills and the ability to build effective relationships with advisers, clients, and internal teams What's on Offer Basic salary up to £60,000 Additional bonus opportunity Excellent company benefits package Hybrid working arrangement Opportunity to join a highly respected and successful independent financial planning practice Supportive and collaborative working environment Access to a strong internal support structure, including junior paraplanners and IFA administrators Clear career progression, including the opportunity to develop into a Paraplanning Team Leader role The role is ideally suited to someone who enjoys being office-based for part of the week, with the ability to collaborate closely with advisers and the wider team. The company operates a flexible hybrid approach and for an exceptional individual, they would consider a reduced office presence (potentially around one day per week following an initial bedding-in period). This is a rare opportunity for an ambitious Senior Paraplanner to join a successful, independent financial planning firm where they can continue to develop technically, take on leadership responsibilities, and play an important role in delivering outstanding outcomes for clients.

Location: London (Field-Based) Client Bank Inheritance: £20M AUM 100 Clients A rare and highly attractive opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active, well-maintained client book in Leicestershire. This is a field-based, self-employed role offering both income stability from day one and significant scope to grow. The Opportunity You will take over a client portfolio originally built by a now-retired adviser, comprising approximately 100 households with circa £20M assets under management . Clients are loyal, engaged, and accustomed to regular annual reviews. The typical client holds £100K+ AUM , with a healthy mix of larger and smaller cases. The existing clients pay 1% ongoing fees, which generates £200,000 ongoing fee income and provides a stable basic income of approximately £63,000 in the first year , before any new business is written and after Paraplanning & Admin fees are subtracted. Income Structure Ongoing Servicing: Clients pay 1% ongoing; adviser receives 35% for delivering annual review services New Business (from inherited book): 50% split Self-generated new business: 60% split Immediate earnings from existing ongoing fees Support & Infrastructure Paraplanning & Admin Support: Provided, subject to fees - can be discussed during interview process PI Insurance & Compliance: Fully provided Lead Generation: Strong historic lead flow, especially via teaching sector specialism, webinars, seminars, and warm leads Network: 24 advisers nationwide (strong presence in Yorkshire, minimal crossover) What We're Looking For Minimum 3+ years' experience as an IFA / Financial Planner Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous) Strong communication and relationship-management skills Comfortable working autonomously in a field-based environment Client-centric, ethical, and proactive Your Role Deliver annual reviews and holistic financial planning across pensions, investments, protection, and estate planning Maintain and grow established client relationships Develop new business from existing clients and through external opportunities Uphold the highest standards of FCA compliance Why This Opportunity? Immediate income stability with approximately £63,000 baseline in year one Ready-made client bank with strong long-term potential Supportive infrastructure without the limitations of an employed model Real autonomy to manage your business how you want Proven lead-generation model and strong adviser community

An exciting opportunity has arisen with one of the UK's fastest-growing national wealth management firms. Following significant expansion through both acquisition and organic growth, the business is continuing to invest in its Compliance & T&C function and is now seeking a Financial Advice Outcomes Specialist to join the team. This is a fantastic opportunity for an experienced Compliance or Advice Quality professional to play a key role in ensuring consistently high standards of financial advice, supporting advisers and helping to drive positive client outcomes across a national Financial Planning business. Working from home with occasional travel to regional offices, you'll work closely with the Compliance Director and T&C Manager, reviewing advice quality, supporting adviser development and contributing to the ongoing enhancement of the firm's compliance framework. The Role As a Financial Advice Outcomes Specialist, you'll be responsible for reviewing the quality of financial advice being delivered by Financial Planners, ensuring it meets both internal advice standards and FCA regulatory requirements. You'll adopt an outcomes-based approach to file reviews, assessing suitability under FCA COBS rules whilst ensuring advice and documentation demonstrate good client outcomes in line with Consumer Duty. Alongside advice reviews, you'll provide clear and constructive feedback to advisers, identify trends and recurring themes, support training initiatives, and contribute towards the ongoing development of the firm's Training & Competency framework. Key Responsibilities Review the quality of financial advice provided by Financial Planners against company standards Conduct outcomes-based file reviews in line with FCA Consumer Duty requirements Assess suitability of advice against FCA COBS rules Deliver clear, constructive feedback and recommend appropriate remedial actions Identify trends and emerging risks, reporting findings to the Compliance Director Support the T&C Manager with adviser development and training initiatives Respond to compliance and technical queries within agreed service levels Manage advice quality review workflows through to completion Ensure accurate management information is captured for compliance reporting Support the implementation and ongoing development of the firm's T&C framework Provide coaching and guidance to improve adviser performance and advice quality Assist with workshops, training sessions and compliance initiatives Monitor adviser performance, CPD records and Key Performance Indicators Contribute to the development of compliance monitoring frameworks, methodologies and best practice Keep up to date with FCA regulatory developments and ensure ongoing compliance Escalate significant risks, breaches or emerging trends where appropriate Help identify opportunities to improve efficiency through technology and AI solutions About You To be considered, you'll ideally have: Diploma in Regulated Financial Planning (DipPFS) or equivalent Experience conducting advice quality or file reviews within a retail financial planning environment Strong understanding of FCA regulation, Consumer Duty, COBS rules and conduct risk Excellent analytical skills and exceptional attention to detail Strong written and verbal communication skills Confidence delivering constructive feedback to Financial Planners Professional judgement and the ability to make balanced compliance decisions A proactive mindset with a genuine desire to improve processes and client outcomes Ongoing commitment to Continuing Professional Development (CPD) Desirable Experience Whilst not essential, the following would be advantageous: Previous experience coaching or training Financial Planners Equity Release qualification Long Term Care qualification Securities qualification What's on Offer £40,000 - £50,000 basic salary Discretionary bonus Comprehensive benefits package Fully home-based role with occasional travel to regional offices Clear progression pathway into a T&C Manager position Join one of the UK's fastest-growing wealth management firms Supportive, collaborative and forward-thinking culture Opportunity to directly influence advice quality and client outcomes across a national business Long-term career development within an expanding organisation This is an outstanding opportunity for someone with experience in financial planning compliance, advice quality or file checking who is looking to take the next step in their career within a progressive and rapidly growing wealth management business. You'll be joining a collaborative team where your expertise will genuinely influence adviser standards, regulatory excellence and, most importantly, positive client outcomes.

We are currently partnering with a highly respected, Top 50 UK financial services organisation with a well-established and growing financial planning division. With an excellent reputation in the market and a strong technical team in place, they are now looking to appoint an experienced Paraplanner to join their collaborative and forward-thinking environment. This is an excellent opportunity to join a forward-thinking organisation where you will work closely with Partners and Financial Planners, providing high-quality technical support across a broad range of financial planning areas. The role offers a varied workload and the opportunity to work with high-net-worth and ultra-high-net-worth clients. Key Responsibilities: Prepare detailed financial planning reports and recommendations across a wide range of advice areas Work closely with Financial Planners to develop bespoke solutions for both new and existing clients Act as a key point of contact for clients, delivering a high level of service Liaise directly with high-net-worth and ultra-high-net-worth individuals Support the wider team with technical expertise on new business and ongoing servicing Produce research, analysis and client-friendly documentation to support recommendations Ensure all work is completed in line with compliance and regulatory requirements Requirements: Proven experience in a Paraplanning role Diploma qualified (Level 4) as a minimum, with progress towards Chartered status desirable Strong technical knowledge across pensions, investments and financial planning Experience working with high-net-worth clients Familiarity with industry research tools such as Voyant, Selectapension or similar Excellent attention to detail and organisational skills What's on Offer: Basic salary up to £55,000 (depending on experience and qualifications) Hybrid working model Generous holiday allowance, with the option to purchase additional days Annual salary reviews Profit share scheme Comprehensive health and wellbeing support Ongoing training, exam support and clear progression opportunities This is a fantastic opportunity for a technically strong Paraplanner who is looking to take the next step in their career within a supportive and progressive environment.

Paraplanner London Hybrid Working (Up to 3 Days from Home) £45,000 - £60,000 + Bonus + Exceptional Benefits A leading UK wealth management and financial planning firm is seeking an experienced Paraplanner to join its established Financial Planning team in London. This is an excellent opportunity to join a highly respected organisation with a long-standing reputation for delivering bespoke wealth management and financial planning services to private clients, charities and institutions. The business manages significant assets on behalf of clients and offers a collaborative, professional environment with excellent long-term career prospects. The Opportunity Working closely with Financial Planners and Client Support teams, you will play a key role in delivering high-quality financial planning advice and an exceptional client experience. You will be responsible for preparing detailed research, drafting suitability reports and supporting advisers with the delivery of advice across a broad range of financial planning areas, including pensions, investments, tax planning and estate planning. Key Responsibilities Produce high-quality suitability reports and financial planning recommendations. Conduct technical research to support client reviews and new business advice. Attend client meetings alongside Financial Planners and prepare detailed meeting notes. Brief advisers on key client issues ahead of meetings. Liaise directly with clients to gather information and clarify requirements. Work collaboratively with advisers, administrators and wider stakeholders to deliver excellent client outcomes. Contribute to the continuous improvement of processes, templates and best practice. Manage your own workload effectively whilst maintaining exceptional standards. Keep up to date with industry, tax and legislative developments. About You To be considered for this opportunity, you should possess: Diploma in Financial Planning (or equivalent) or be working towards completion. Previous experience within a Paraplanning role. Strong technical knowledge across pensions, investments and financial planning. Good understanding of UK taxation, including Capital Gains Tax and Inheritance Tax. Experience supporting Financial Planners within a client-facing wealth management environment. Excellent report writing, research and communication skills. Chartered status or progress towards Chartered would be advantageous. Package & Benefits Basic salary £45,000 - £60,000 Annual discretionary bonus 9% employer pension contribution Private Medical Insurance Health Screening Life Assurance Income Protection Sharesave Scheme Season Ticket Loan 25 days annual leave Option to purchase an additional 5 days holiday Full study support and professional development

Senior Technical Paraplanner Leeds City Centre Hybrid Working Available An established and highly respected wealth management firm in Leeds city centre is seeking an experienced Senior Technical Paraplanner to join its growing team. With more than 21 years of success, the business has built a reputation for providing sophisticated financial planning and investment advice to high net worth and ultra high net worth clients. Managing in excess of £1Bn of client assets, the firm operates with a close knit and highly experienced team of 22 staff, offering a collaborative and professional environment with genuine long term career opportunities. The business has experienced significant growth following the progression of two existing Paraplanners into client facing advisory roles, creating an excellent opportunity for an ambitious and technically strong individual to join the team. This is a role suited to someone who enjoys working on complex financial planning cases and wants to be part of a firm that genuinely values technical expertise, continued learning, and professional development. The Role You will work closely with experienced Financial Planners and the wider technical team, supporting a sophisticated client base with detailed and often highly technical financial planning work. Typical responsibilities will include: Producing high quality suitability reports and technical recommendations Conducting detailed research across pensions, investments, tax planning and protection Supporting advisers with complex cases involving HNW and UHNW clients Working on technical areas such as QROPS, SSAS arrangements, estate planning and complex pension scenarios Liaising with providers and internal teams to progress business efficiently Assisting in mentoring and supporting junior members of the Paraplanning team Potentially taking on team leadership responsibilities including workflow management and technical oversight About You The company is keen to speak with experienced Paraplanners who possess strong technical knowledge and a genuine passion for financial planning. The ideal candidate will have: Previous experience as a Paraplanner within an IFA or wealth management environment Strong technical knowledge across pensions, investments and tax planning Experience working with complex and high value client cases Excellent report writing and analytical skills Strong attention to detail and organisational abilities A professional and collaborative approach Chartered status is highly desirable, however individuals who are progressing towards Chartered and can demonstrate strong technical capability will also be considered. The business actively encourages further study and professional development. Career Progression This opportunity offers genuine flexibility around long term career direction. Potential future pathways could include: Senior Technical Specialist Team Leader or Management responsibilities within the Paraplanning function Transition into a client facing advisory role in the future Package and Benefits Salary completely negotiable depending on experience and technical capability - apply for more info Hybrid working available following probation, with up to 2 days working from home per week Flexible working hours with an emphasis on consistency and work life balance Death in Service cover of 4x salary Private medical insurance Full study support and encouragement towards Chartered status Generous annual discretionary bonus 5% employer pension contribution Regular staff social events and team activities Annual salary reviews Long term career progression opportunities within a stable and growing business Opportunity to work alongside highly experienced professionals on complex and rewarding cases This is an excellent opportunity to join a highly regarded firm with a strong reputation, impressive client base, and a genuine commitment to developing and progressing its people.

Office Manager / Senior Paraplanner Bourne End, Buckinghamshire £55,000 - £65,000 depending on experience Full-Time Office-Based A long-established and highly regarded independent financial planning firm based in Bourne End is seeking an experienced Office Manager / Senior Paraplanner to join its growing team. This is a rare opportunity to join a respected boutique wealth management firm in a broad and influential position combining technical paraplanning responsibilities with operational oversight and team management. The firm has built an excellent reputation over more than 26 years by delivering high-quality, jargon-free financial advice alongside outstanding client service. With a loyal and long-standing client bank, they are now looking for an experienced financial services professional to help support the next phase of the firm's growth. The Role This position will involve a mixture of: Writing and reviewing complex suitability reports Managing the advice process through to completion Supporting Financial Planners with technical case preparation Overseeing day-to-day office operations Supervising and mentoring administrators/paraplanners Ensuring high standards of compliance and client servicing The successful candidate will become a key member of the business, helping to maintain operational efficiency while supporting the delivery of exceptional advice and service to clients. Candidate Requirements The ideal candidate will have: Minimum 5 years' experience within Financial Services Level 4 Diploma qualified (DipPFS or equivalent) Previous Senior Paraplanning experience Managerial or supervisory experience Strong technical knowledge across financial planning Experience using Intelligent Office (I.O.) and industry platforms Excellent communication and organisational skills High attention to detail and a proactive approach What's on Offer £55,000 - £65,000 salary depending on experience Full-time permanent position Friendly and supportive working environment 24 days holiday plus bank holidays Enhanced employer pension contributions Long-term progression and the opportunity to play a significant role within a respected independent firm For further information or to express interest in the opportunity, please apply or get in touch directly.

Financial Planner (Trainee Financial Planner considered) Alnwick Employed Role Career Progression & Equity Opportunity An exciting opportunity has arisen with a growing independent Financial Planning firm based in Alnwick, looking to appoint a Financial Planner or Level 4 qualified Trainee Financial Planner to work closely alongside the business founder. This role would suit either: An early-career Financial Planner looking to continue developing their technical and client-facing skills, or A Level 4 qualified Trainee Adviser seeking the opportunity to gain hands-on client exposure and mentorship within a highly supportive environment. You will work directly with an established client bank, helping to service existing relationships while supporting the continued growth of the business. This is a rare opportunity to become a key part of a small, values-led firm, with genuine long-term progression potential as the company expands. The Opportunity Work closely with the founder in a highly collaborative environment Attend and gradually lead client meetings Build relationships with existing clients and assist with ongoing servicing Support new business enquiries and referrals Gain exposure to all aspects of running and growing an independent Financial Planning business Opportunity to become a key long-term figure within the firm About the Business This is a small but ambitious independent Financial Planning firm built around doing the right thing for both clients and staff. The business places huge importance on culture, integrity, and long-term relationships, with growth being achieved organically rather than through acquisition. The successful individual will be joining at an exciting stage of growth, with significant opportunity to progress and develop into a senior role over time. What They're Looking For Level 4 Diploma qualified (essential) Experience within Financial Planning, whether as an Adviser or in a support/training capacity Strong interpersonal and communication skills Someone personable, collaborative, and relationship-driven A genuine interest in long-term career development within a growing firm Personality and cultural fit are extremely important given the close-knit nature of the team What's on Offer Employed role with competitive salary Bonus structure linked to personal and company performance Mentoring and development from an experienced industry professional Genuine progression opportunities as the business grows Future equity participation opportunities via EMI scheme This is an excellent opportunity for someone who wants to be more than just another adviser within a large corporate environment and instead become an integral part of a growing independent business.

An excellent opportunity has arisen with a growing boutique wealth management firm for an ambitious Paraplanner seeking a clear and structured pathway into a client-facing Financial Planner role. This position is ideally suited to an individual who is technically strong, commercially minded and looking to progress into advising within a highly supportive and entrepreneurial environment. The successful candidate will work closely alongside experienced Financial Planners within a collaborative adviser pod structure, attending client meetings, supporting complex financial planning cases and gradually transitioning into a Junior Financial Planner role over time. This is a genuine long-term development opportunity, with clients intended to be passed across progressively over approximately 12-18 months depending on performance, competency and qualifications. The Opportunity You will gain exposure to: High-net-worth private clients Pension, investment and holistic financial planning strategies Cashflow modelling and technical analysis Client meetings and relationship management A personalised, relationship-led wealth management environment A structured route towards becoming a Financial Adviser with book provided Key Responsibilities Preparing suitability reports and recommendation letters Conducting technical research across pensions, investments and protection Supporting advisers with financial planning strategies Preparing for and attending client meetings Maintaining compliant client records and documentation Liaising with providers and platforms Producing cashflow modelling and financial analysis Supporting ongoing client servicing and annual reviews Candidate Profile Applicants should demonstrate: Current paraplanning or technical financial planning experience Strong technical knowledge across pensions and investments Experience operating within an FCA regulated environment Excellent written and verbal communication skills A genuine ambition to progress into a Financial Adviser role Strong interpersonal skills and emotional intelligence Commercial awareness and an entrepreneurial mindset Desirable: Level 4 Diploma in Regulated Financial Planning (completed or in progress) Previous exposure to client meetings Experience using cashflow modelling tools Package £40,000 - £43,000 basic salary (flexible for the right individual) Bonus scheme Benefits package Hybrid working Genuine progression into advising Supportive and collaborative working culture This is an outstanding opportunity for an ambitious paraplanner looking to take the next step towards becoming a Financial Planner within a growing and forward-thinking wealth management business.

Financial Planner Fareham / Hampshire Area £60,000 - £80,000 Basic + Quarterly Bonus + Car Allowance + Benefits An excellent opportunity has arisen with one of the UK's leading independent financial planning firms for an experienced Financial Planner to join their growing team in the Fareham area. This role offers the chance to inherit an existing client portfolio and recurring income stream, whilst also providing advisers with the opportunity to further develop and grow their own client bank over time. The firm has grown substantially in recent years through continued acquisitions and strategic expansion and now manages over £8.7bn in client assets nationwide. They offer advisers the backing and infrastructure of a large national organisation whilst maintaining a highly relationship-led, financial-planning-focused culture. This opportunity would particularly suit an adviser who enjoys long-term client relationships and holistic financial planning, but who also has the ambition and network to continue building their own portfolio alongside inherited recurring income. The Role • Service and develop an existing portfolio of private clients • Provide holistic independent financial planning advice across pensions, investments, retirement, estate and protection planning • Build and develop additional business opportunities through referrals, networking and existing relationships • Work closely with dedicated paraplanning, administration and compliance teams • Deliver high-quality ongoing service and long-term client outcomes What's on Offer • Basic salary typically between £60,000 - £80,000 depending on experience, qualifications and portability • Quarterly bonus structure • No validation in year one • Validation target from year two onwards at 3x salary • Car allowance • Existing recurring income/client portfolio provided • Full paraplanning and administrative support • Flexible/agile working arrangements • Comprehensive employee benefits package including PMI, income protection and additional lifestyle benefits Candidate Profile • Level 4 Diploma qualified minimum • Experience working as a Financial Planner / Financial Adviser • Strong relationship management and client servicing skills • Ability to generate and develop additional business opportunities • Existing client following or introducer network advantageous but not essential • Professional, consultative and client-focused approach This is an excellent opportunity to join a well-established and expanding national wealth management firm offering genuine long-term career potential, strong operational support and the ability to grow a highly valuable recurring income stream.

IFA Administrator Leeds, hybrid Up to £33,000 + Bonus + Excellent Benefits Study Support towards Diploma in Financial Planning An excellent opportunity has arisen for an experienced IFA Administrator to join one of the UK's leading wealth management organisations. Our client is a genuine market leader, managing close to £70Bn of client funds across a network of more than 20 offices nationwide. They are highly regarded for delivering sophisticated financial planning solutions to High Net Worth and Ultra High Net Worth clients, offering a premium service built on long term relationships, technical expertise, and exceptional client care. Due to continued growth, they are now looking to appoint an IFA Administrator to join their established Leeds office, providing full administrative and back office support to a team of Financial Advisors and Paraplanners. This position offers the opportunity to work within a highly professional and supportive environment, gaining exposure to complex and interesting financial planning cases while benefiting from genuine progression opportunities and support towards professional qualifications. The Role You will play a key role in supporting the wider advisory team and helping to ensure clients receive an exceptional level of service throughout the financial planning process. Responsibilities will include: • Providing full administrative support to Financial Advisors and Paraplanners • Preparing and processing new business applications • Managing client correspondence and documentation • Liaising with providers, platforms, and third parties • Maintaining accurate client records and updating internal systems • Assisting with valuations, fund switches, withdrawals, and policy servicing • Preparing review packs and supporting annual review processes • Ensuring all work is completed in line with FCA and internal compliance standards About You The successful candidate will ideally have: • Previous experience working within an IFA or wealth management environment • Strong understanding of financial planning products and processes • Excellent organisational and communication skills • High attention to detail and ability to manage multiple priorities • Experience supporting Advisors and/or Paraplanners • A professional and client focused approach • Progress towards Diploma qualifications would be advantageous but is not essential What's on Offer • Salary negotiable depending on experience up to around £33,000 • Annual discretionary bonus, typically paid at 8% to 10% of salary • First class benefits package • Study support towards the Diploma in Financial Planning • Genuine long term career progression opportunities • Exposure to complex HNW and UHNW financial planning cases • Opportunity to join one of the UK's most respected wealth management firms This is an outstanding opportunity for an ambitious IFA Administrator looking to take the next step in their career within a prestigious and growing organisation.

Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative Path Finder advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.

Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.

Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.

Financial Planner - Desk based North West, England Office Based / Hybrid Salary up to £45,000 + Bonus + Excellent Benefits An established and fast growing wealth management firm is looking to appoint a Financial Planner to join its innovative 'Path Finder' advisory team. This is a genuinely exciting opportunity to join a modern, forward thinking business that is investing heavily in technology, AI and scalable advice solutions to make financial planning more efficient, accessible and affordable for clients. The role is ideally suited to either: A qualified Financial Planner looking to gain more client facing experience and develop within a highly supportive environment or A more experienced adviser who no longer wants the pressure of constant business development, evening appointments or being on the road, and is instead looking for a stable, professional 9 to 5 role with clients provided. The Opportunity You will work with an existing pipeline of lower complexity clients, delivering a simplified advice proposition supported by advanced technology, AI driven efficiencies and a collaborative wider team. This is not a cold business development role. All clients are provided, allowing advisers to focus on delivering excellent advice and building client relationships without the stress of self generation targets. The business has significant funding in place, ambitious growth plans and a strong internal progression structure, making this an excellent long term career move. What's on Offer Salary up to £45,000 Bonus of 25% on all new business generated Existing clients and leads provided No expectation for late evening appointments or constant travel Strong paraplanning, admin and compliance support Excellent benefits package Modern technology led advice model Genuine progression opportunities within a rapidly growing firm Supportive and collaborative culture The Ideal Candidate Level 4 Diploma qualified as a minimum Passionate about delivering good client outcomes Strong communication and relationship building skills Professional and client focused approach Keen to develop within a progressive wealth management business This opportunity would suit advisers looking for a healthier work life balance, stronger support structure and a business committed to the future of financial advice.

Financial Planner- North West, England - Client book provided Salary up to £60,000 plus exceptional bonus structure Location: North West, England - Field Based Full time Permanent An established and fast growing wealth management firm is seeking an experienced Financial Planner to join its expanding advisory team. With around 55 staff currently and significant private funding in place, the business has ambitious growth plans and expects to nearly double in size over the next 12 months. As part of this growth, the firm is acquiring a well established practice in the North-West. The retirement of senior advisers within that business has created a rare opportunity for an experienced Financial Planner to take over and develop a substantial existing client book. The Opportunity This role is ideal for an experienced adviser who enjoys working collaboratively and wants to be part of a firm that genuinely values its people and invests in long term growth. You will inherit a high quality client portfolio while also being generously rewarded for new business activity. Full administration, paraplanning and compliance support is provided, allowing you to focus on delivering excellent outcomes for clients. What's on Offer Base salary of up to £60,000, with flexibility for high performers or advisers bringing clients Bonuses of up to 45 percent of all new business written A clear salary and remuneration structure that rewards growth of your client book Unlimited holiday allowance Excellent company benefits package A grown up working environment built on trust, not micromanagement A supportive, collaborative culture where people are rewarded for their efforts An office presence is encouraged to support teamwork, collaboration and culture The Ideal Candidate You will be a high quality, experienced Financial Planner with a strong professional reputation. You will be able to demonstrate: QCF Level 4 qualification as a minimum A proven track record of delivering compliant, client focused advice Experience managing and developing a client bank A collaborative mindset and desire to be part of a growing firm A values driven and professional approach to advice Advisers with a history of strong performance or the ability to bring clients across will be particularly attractive. Next Steps If you are an experienced Financial Planner looking to join a well funded, ambitious firm with an outstanding culture and genuinely attractive rewards, this opportunity is well worth exploring.

A highly regarded boutique financial planning practice based in Truro is seeking a Financial Services Administrator to join its close-knit, friendly and supportive team. This is an excellent opportunity for a proactive and detail-oriented individual looking to build or further their career within a professional and client-focused environment. The company is open to both full-time and part-time candidates and can offer a degree of flexibility around working arrangements for the right individual. The Role As a Financial Services Administrator, you will provide comprehensive administrative support across the business, assisting with client servicing, report preparation and the implementation of financial advice. Key responsibilities will include: Preparing client valuation reports and meeting packs Supporting the preparation of suitability reports and associated documentation Submitting applications and processing client instructions (e.g. fund switches, withdrawals) Liaising with providers and platforms to track and progress business Maintaining accurate and up-to-date client records Assisting advisers with pre- and post-meeting administration Providing general administrative support to the wider team About You The ideal candidate will have experience within financial planning or a broader financial services environment. However, individuals with strong administrative experience and a keen interest in the sector will also be considered. You will demonstrate: Excellent organisational skills and strong attention to detail A proactive and professional approach The ability to manage multiple tasks and meet deadlines Strong communication skills and a team-oriented mindset A commitment to delivering high standards of client service What's on Offer Competitive salary to £34,000. Flexible working options, with both full-time and part-time hours considered 28 days' holiday plus bank holidays Additional office closure over Christmas (c. 4 days) without using annual leave - totalling approximately 40 days' leave per year 5% employer pension contributions (matched) A supportive and collaborative working environment Ongoing professional development, including support towards industry qualifications This is a fantastic opportunity to join a respected and growing financial planning firm that places real value on its people and culture.