We are exclusively partnered with a prestigious firm of financial planners who as a result of continued business growth are looking to expand their city based financial planning team. This unique offering will see you form part of our client's inhouse ' Adviser Academy ' & embark on a journey in becoming a fully qualified independent financial adviser. NOTE: To be considered for this opportunity, candidates must be a level 4 qualified/ close to completion. What our client is looking for c2 years experience + within financial services/ wealth management ( essential ) Level 4 qualified/ close to completion ( essential) Previous client services administration/ paraplanning experience ( essential ) Strong academic background ( essential ) Client meeting experience (desirable) The academy offering Full funded study support via CII A structured & bespoke development plan Expert training & mentoring Client meeting experience In depth understanding of the financial planning process The package (whilst in the academy) Starting basic salary of up to c£42,000 Attractive Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
Mar 20, 2026
Full time
We are exclusively partnered with a prestigious firm of financial planners who as a result of continued business growth are looking to expand their city based financial planning team. This unique offering will see you form part of our client's inhouse ' Adviser Academy ' & embark on a journey in becoming a fully qualified independent financial adviser. NOTE: To be considered for this opportunity, candidates must be a level 4 qualified/ close to completion. What our client is looking for c2 years experience + within financial services/ wealth management ( essential ) Level 4 qualified/ close to completion ( essential) Previous client services administration/ paraplanning experience ( essential ) Strong academic background ( essential ) Client meeting experience (desirable) The academy offering Full funded study support via CII A structured & bespoke development plan Expert training & mentoring Client meeting experience In depth understanding of the financial planning process The package (whilst in the academy) Starting basic salary of up to c£42,000 Attractive Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
We are exclusively partnered with a with a chartered firm of financial planners to appoint a chartered/ near to completion qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team. Role Overview (full job spec available on request) Providing technical support to financial planners Attending client meetings (when required) Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations The Person C 4 years + technical paraplanning experience ( essential ) Chartered/ near to completion ( essential ) Cashflow modelling experience ( desirable ) Experience gained within a HNW environment ( desirable) The Package Basic starting salary c£65,000 + 10% bonus 3 days in the office & 2 from home 25 days holiday + Christmas shutdown 5% matched pension contributions 4 x Life Cover Cash plan PMI To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
Mar 20, 2026
Full time
We are exclusively partnered with a with a chartered firm of financial planners to appoint a chartered/ near to completion qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team. Role Overview (full job spec available on request) Providing technical support to financial planners Attending client meetings (when required) Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations The Person C 4 years + technical paraplanning experience ( essential ) Chartered/ near to completion ( essential ) Cashflow modelling experience ( desirable ) Experience gained within a HNW environment ( desirable) The Package Basic starting salary c£65,000 + 10% bonus 3 days in the office & 2 from home 25 days holiday + Christmas shutdown 5% matched pension contributions 4 x Life Cover Cash plan PMI To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Client Services Administrator . Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management . Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future , offering a clear development pathway. Role Overview Supporting Financial Planners & Paraplanners with day-to-day administration Acting as a first point of contact for clients Processing new business applications across core financial products Ensuring all transactions are processed accurately and compliantly Preparing documentation for client review meetings Obtaining client portfolio valuations Full job specification available on request Key Requirements Minimum 18 months' experience (essential) Experience working with HNW clients (desirable) Working towards the CII Level 4 Diploma (desirable) The Package Starting salary: up to c£40,000 + 10% bonus Hybrid / flexible working Core Working hours: 9am - 5pm Company pension: 5% employer contribution 25 days holiday + additional days over Christmas shutdown Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
Mar 20, 2026
Full time
We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Client Services Administrator . Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression , making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management . Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future , offering a clear development pathway. Role Overview Supporting Financial Planners & Paraplanners with day-to-day administration Acting as a first point of contact for clients Processing new business applications across core financial products Ensuring all transactions are processed accurately and compliantly Preparing documentation for client review meetings Obtaining client portfolio valuations Full job specification available on request Key Requirements Minimum 18 months' experience (essential) Experience working with HNW clients (desirable) Working towards the CII Level 4 Diploma (desirable) The Package Starting salary: up to c£40,000 + 10% bonus Hybrid / flexible working Core Working hours: 9am - 5pm Company pension: 5% employer contribution 25 days holiday + additional days over Christmas shutdown Full study support towards professional qualifications Private Medical Insurance Life Cover: 4x salary Regular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn .
