Paraplanner - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £35,000-£45,000 + Bonus Location: Wetherby / Boston Spa (office based) Salary: £35,000-£45,000 + bonus up to 15% Environment: Chartered, multi-award-winning private wealth planning firm Client Base: HNW individuals, families, business owners Team: Small, highly qualified, supportive paraplanning & advice team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care and technical excellence. The business operates with a small, highly qualified team , giving you close access to advisers, senior paraplanners, client support and operations, meaning you're never siloed or left without guidance. The firm supports HNW clients , often with complex planning needs across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique environment where quality always comes before quantity , and where your work directly shapes long-term client relationships. There is a clear progression pathway , structured training, and full support towards advanced qualifications. The culture is warm, collaborative and client first, with a strong emphasis on accuracy, professionalism and doing things properly. Role Overview You'll work closely with advisers to deliver high quality research, analysis, financial plans and suitability reports. This is a technical paraplanning role with direct involvement in client meetings, workflow management and complex HNW planning. Key Responsibilities Research & analysis for planners Producing financial plans & suitability reports Preparing documentation for recommendations Attending client meetings; taking notes & completing follow-ups Workflow management & compliance oversight Handling technical client/provider queries Supporting advisers with complex planning cases Requirements Level 4 Diploma (minimum) 18 months+ paraplanning experience Strong technical knowledge (pensions, investments) Excellent report writing & market research skills Experience working with HNW clients High accuracy, strong communication, able to work independently Benefits £35,000-£45,000 + bonus up to 15% 27 days holiday + bank holidays + birthday off 7% employer pension Private medical, healthcare & life insurance Training & qualification support (advanced/Chartered) Free parking Supportive, highly qualified team with clear progression Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Jul 23, 2026
Full time
Paraplanner - Chartered, Award-Winning Firm - Wetherby/Boston Spa - £35,000-£45,000 + Bonus Location: Wetherby / Boston Spa (office based) Salary: £35,000-£45,000 + bonus up to 15% Environment: Chartered, multi-award-winning private wealth planning firm Client Base: HNW individuals, families, business owners Team: Small, highly qualified, supportive paraplanning & advice team Why This Firm Stands Out This is a Chartered, multi award winning financial planning firm with a reputation for exceptional client care and technical excellence. The business operates with a small, highly qualified team , giving you close access to advisers, senior paraplanners, client support and operations, meaning you're never siloed or left without guidance. The firm supports HNW clients , often with complex planning needs across pensions, investments, tax, trusts and estate planning. You'll be part of a boutique environment where quality always comes before quantity , and where your work directly shapes long-term client relationships. There is a clear progression pathway , structured training, and full support towards advanced qualifications. The culture is warm, collaborative and client first, with a strong emphasis on accuracy, professionalism and doing things properly. Role Overview You'll work closely with advisers to deliver high quality research, analysis, financial plans and suitability reports. This is a technical paraplanning role with direct involvement in client meetings, workflow management and complex HNW planning. Key Responsibilities Research & analysis for planners Producing financial plans & suitability reports Preparing documentation for recommendations Attending client meetings; taking notes & completing follow-ups Workflow management & compliance oversight Handling technical client/provider queries Supporting advisers with complex planning cases Requirements Level 4 Diploma (minimum) 18 months+ paraplanning experience Strong technical knowledge (pensions, investments) Excellent report writing & market research skills Experience working with HNW clients High accuracy, strong communication, able to work independently Benefits £35,000-£45,000 + bonus up to 15% 27 days holiday + bank holidays + birthday off 7% employer pension Private medical, healthcare & life insurance Training & qualification support (advanced/Chartered) Free parking Supportive, highly qualified team with clear progression Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Paraplanner (Hybrid) - Kimbolton £40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led Culture Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes? This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment. The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you'll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture. The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly. The Role: Conduct whole-of-market research to identify suitable financial planning solutions Analyse client information and interpret data gathered by Financial Advisers Prepare suitability reports and recommendation letters Produce quotations and technical illustrations using industry research tools Process new business applications and manage cases through to completion Obtain outstanding information from providers and clients where required Ensure all work is completed in line with FCA and internal compliance requirements Keep up to date with product, legislative, and regulatory changes Support advisers in delivering an exceptional client experience The Person: Previous Paraplanning or technical support experience within an IFA practice Strong understanding of financial planning products and whole-of-market research Experience preparing suitability reports and processing new business Good knowledge of FCA compliance and regulatory requirements Excellent organisational skills and attention to detail Strong communication skills with a proactive and professional approach Ideally Level 4 Diploma qualified or working towards the qualification
Jul 23, 2026
Full time
Paraplanner (Hybrid) - Kimbolton £40,000 - £50,000 + Established IFA Practice + Supportive Team Environment + Long-Term Stability + Relationship Led Culture Are you an experienced Paraplanner or Financial Services professional with strong technical knowledge and a passion for supporting advisers to deliver excellent client outcomes? This is a fantastic opportunity to join a well-established Independent Financial Advice practice with decades of experience, offering a stable, supportive, and collaborative working environment. The business has built an excellent reputation through long-standing client relationships and a personalised approach to financial planning. With a close-knit team of advisers and support staff, you'll play a key role in delivering high-quality financial planning solutions while developing your technical expertise within a professional and friendly culture. The successful candidate will work closely with Financial Advisers, carrying out research, preparing suitability reports, and supporting the end-to-end client journey to ensure recommendations are delivered accurately, efficiently, and compliantly. The Role: Conduct whole-of-market research to identify suitable financial planning solutions Analyse client information and interpret data gathered by Financial Advisers Prepare suitability reports and recommendation letters Produce quotations and technical illustrations using industry research tools Process new business applications and manage cases through to completion Obtain outstanding information from providers and clients where required Ensure all work is completed in line with FCA and internal compliance requirements Keep up to date with product, legislative, and regulatory changes Support advisers in delivering an exceptional client experience The Person: Previous Paraplanning or technical support experience within an IFA practice Strong understanding of financial planning products and whole-of-market research Experience preparing suitability reports and processing new business Good knowledge of FCA compliance and regulatory requirements Excellent organisational skills and attention to detail Strong communication skills with a proactive and professional approach Ideally Level 4 Diploma qualified or working towards the qualification
Financial Adviser - Newark or Grantham office existing client bank + legal referral network + hybrid flexibility + career development + established brand Are you an experienced Financial Adviser looking to join one of the East Midlands' most established professional services firms, with access to high-quality referrals and the opportunity to build long-term client relationships? This is an excellent opportunity to join a well-respected Wealth Management team, providing holistic financial planning advice across investments, pensions and inheritance tax planning. You'll work closely with Partners and Fee Earners across the wider business, benefiting from an established referral network while managing and growing your own portfolio of clients. You'll be joining a collaborative and professional environment where client care is at the heart of everything. The role is primarily based across the firm's Grantham and Newark offices, with occasional travel to other locations to support clients and colleagues. The Role: Manage and develop an existing portfolio of wealth management clients Deliver tailored advice across Investments, Pensions and Inheritance Tax Planning Conduct annual and ongoing client reviews in line with service agreements Build strong relationships with Partners and Fee Earners to generate new client opportunities Research the market and provide compliant, suitable financial planning recommendations Maintain accurate client records using the firm's case management system Ensure all advice is delivered in line with FCA regulations and internal compliance procedures Provide an exceptional level of client service while identifying opportunities to grow relationships The Person: Experienced Financial Adviser with proven client-facing experience Level 4 Diploma qualified with a current Statement of Professional Standing (SPS) Strong knowledge of Investments, Pensions and Inheritance Tax Planning Excellent relationship-building and communication skills Comfortable developing new business alongside servicing existing clients Highly organised with a strong understanding of regulatory and compliance requirements Full UK Driving Licence with willingness to travel between offices where required Benefits: Competitive salary dependent on experience Access to an established referral network through a Top 200 law firm Opportunity to work with an existing client base while developing new business Strong administrative and compliance support Career development within a respected and growing Wealth Management team Collaborative professional services environment Primarily based across Grantham and Newark offices with flexibility where appropriate Join one of the East Midlands' longest-established and most respected legal and financial services firms This role would suit an experienced Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner looking to join a reputable business offering high-quality referrals, long-term career prospects and the opportunity to provide truly holistic financial advice.
Jul 23, 2026
Full time
Financial Adviser - Newark or Grantham office existing client bank + legal referral network + hybrid flexibility + career development + established brand Are you an experienced Financial Adviser looking to join one of the East Midlands' most established professional services firms, with access to high-quality referrals and the opportunity to build long-term client relationships? This is an excellent opportunity to join a well-respected Wealth Management team, providing holistic financial planning advice across investments, pensions and inheritance tax planning. You'll work closely with Partners and Fee Earners across the wider business, benefiting from an established referral network while managing and growing your own portfolio of clients. You'll be joining a collaborative and professional environment where client care is at the heart of everything. The role is primarily based across the firm's Grantham and Newark offices, with occasional travel to other locations to support clients and colleagues. The Role: Manage and develop an existing portfolio of wealth management clients Deliver tailored advice across Investments, Pensions and Inheritance Tax Planning Conduct annual and ongoing client reviews in line with service agreements Build strong relationships with Partners and Fee Earners to generate new client opportunities Research the market and provide compliant, suitable financial planning recommendations Maintain accurate client records using the firm's case management system Ensure all advice is delivered in line with FCA regulations and internal compliance procedures Provide an exceptional level of client service while identifying opportunities to grow relationships The Person: Experienced Financial Adviser with proven client-facing experience Level 4 Diploma qualified with a current Statement of Professional Standing (SPS) Strong knowledge of Investments, Pensions and Inheritance Tax Planning Excellent relationship-building and communication skills Comfortable developing new business alongside servicing existing clients Highly organised with a strong understanding of regulatory and compliance requirements Full UK Driving Licence with willingness to travel between offices where required Benefits: Competitive salary dependent on experience Access to an established referral network through a Top 200 law firm Opportunity to work with an existing client base while developing new business Strong administrative and compliance support Career development within a respected and growing Wealth Management team Collaborative professional services environment Primarily based across Grantham and Newark offices with flexibility where appropriate Join one of the East Midlands' longest-established and most respected legal and financial services firms This role would suit an experienced Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner looking to join a reputable business offering high-quality referrals, long-term career prospects and the opportunity to provide truly holistic financial advice.
Paraplanner - Market Harborough - Up to £42,000 Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you! We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions to clients. Key Responsibilities: Preparing and maintaining client files and reviews. Building cash flow models. Crafting recommendations and suitability reports. Identifying areas for financial planning. Conducting independent research and collaborating with Financial Planners to find suitable solutions. Knowledge: In-depth understanding of the financial planning process. Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection. Exceptional suitability report writing skills. Commitment to staying updated on product, technical, and legislative changes within the financial marketplace. Benefits: Flexible home working arrangements. 28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown). Early finish Friday at 2:15pm Birthday day off (after probation). Sick pay: 5 weeks full pay, 8 weeks half pay. Income protection for up to 5 years. Pirkx online discounts and cashback, plus 24-hour access to a GP. 4x salary death in service. 5% matched pension contributions. Access to Academy for long-term career progression. Competitive bonus scheme. If you're an ambitious and knowledgeable Paraplanner looking to join a forward-thinking team with opportunities for growth, we'd love to hear from you.
Jul 22, 2026
Full time
Paraplanner - Market Harborough - Up to £42,000 Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you! We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions to clients. Key Responsibilities: Preparing and maintaining client files and reviews. Building cash flow models. Crafting recommendations and suitability reports. Identifying areas for financial planning. Conducting independent research and collaborating with Financial Planners to find suitable solutions. Knowledge: In-depth understanding of the financial planning process. Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection. Exceptional suitability report writing skills. Commitment to staying updated on product, technical, and legislative changes within the financial marketplace. Benefits: Flexible home working arrangements. 28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown). Early finish Friday at 2:15pm Birthday day off (after probation). Sick pay: 5 weeks full pay, 8 weeks half pay. Income protection for up to 5 years. Pirkx online discounts and cashback, plus 24-hour access to a GP. 4x salary death in service. 5% matched pension contributions. Access to Academy for long-term career progression. Competitive bonus scheme. If you're an ambitious and knowledgeable Paraplanner looking to join a forward-thinking team with opportunities for growth, we'd love to hear from you.
Paraplanner (Hybrid) - Birmingham - Up to £42,000 Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you! We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions to clients. Key Responsibilities: Preparing and maintaining client files and reviews. Building cash flow models. Crafting recommendations and suitability reports. Identifying areas for financial planning. Conducting independent research and collaborating with Financial Planners to find suitable solutions. Knowledge: In-depth understanding of the financial planning process. Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection. Exceptional suitability report writing skills. Commitment to staying updated on product, technical, and legislative changes within the financial marketplace. Benefits: Flexible home working arrangements. 28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown). Early finish Friday at 2:15pm Birthday day off (after probation). Sick pay: 5 weeks full pay, 8 weeks half pay. Income protection for up to 5 years. Pirkx online discounts and cashback, plus 24-hour access to a GP. 4x salary death in service. 5% matched pension contributions. Access to Academy for long-term career progression. Competitive bonus scheme. If you're an ambitious and knowledgeable Paraplanner looking to join a forward-thinking team with opportunities for growth, we'd love to hear from you.
Jul 22, 2026
Full time
Paraplanner (Hybrid) - Birmingham - Up to £42,000 Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you! We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a Paraplanner, you will play a crucial role in their mission to provide tailored financial solutions to clients. Key Responsibilities: Preparing and maintaining client files and reviews. Building cash flow models. Crafting recommendations and suitability reports. Identifying areas for financial planning. Conducting independent research and collaborating with Financial Planners to find suitable solutions. Knowledge: In-depth understanding of the financial planning process. Strong technical knowledge in various product areas, including pensions, investments, IHT planning, tax planning, and protection. Exceptional suitability report writing skills. Commitment to staying updated on product, technical, and legislative changes within the financial marketplace. Benefits: Flexible home working arrangements. 28 days holiday plus bank holidays (with 3 days retained for Christmas shutdown). Early finish Friday at 2:15pm Birthday day off (after probation). Sick pay: 5 weeks full pay, 8 weeks half pay. Income protection for up to 5 years. Pirkx online discounts and cashback, plus 24-hour access to a GP. 4x salary death in service. 5% matched pension contributions. Access to Academy for long-term career progression. Competitive bonus scheme. If you're an ambitious and knowledgeable Paraplanner looking to join a forward-thinking team with opportunities for growth, we'd love to hear from you.
Investment Manager Gloucestershire £50,000 - £70,000 A growing boutique wealth management firm is seeking an Investment Manager to join its expanding team in Cirencester. Working closely with senior leadership, you will inherit an existing discretionary client bank and play a key role in servicing clients, conducting portfolio reviews and supporting the ongoing development of the firm's investment proposition. This opportunity would also suit an Assistant, Associate or Investment Manager looking for greater responsibility within a smaller, client-focused environment. Responsibilities Manage and service an existing discretionary client bank Conduct client portfolio reviews and meetings Execute trades across advisory and discretionary portfolios Monitor portfolio performance and asset allocation Attend Investment Committee meetings Support portfolio rebalancing and investment strategy implementation Prepare suitability reports and investment documentation Act as a key point of contact for discretionary investment clients Requirements Experience within discretionary investment management or wealth management Strong understanding of investment markets and portfolio construction Experience working with client portfolios Level 4 qualified as a minimum Chartered status or progress towards Chartered qualifications preferred Strong communication and relationship management skills What's on Offer? Salary up to £70,000 Existing client bank to inherit Clear progression opportunities Study support available Opportunity to join a growing and ambitious business How to Apply: If you are a dedicated Investment Manager with a commitment to excellence, we encourage you to apply for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Jul 22, 2026
Full time
Investment Manager Gloucestershire £50,000 - £70,000 A growing boutique wealth management firm is seeking an Investment Manager to join its expanding team in Cirencester. Working closely with senior leadership, you will inherit an existing discretionary client bank and play a key role in servicing clients, conducting portfolio reviews and supporting the ongoing development of the firm's investment proposition. This opportunity would also suit an Assistant, Associate or Investment Manager looking for greater responsibility within a smaller, client-focused environment. Responsibilities Manage and service an existing discretionary client bank Conduct client portfolio reviews and meetings Execute trades across advisory and discretionary portfolios Monitor portfolio performance and asset allocation Attend Investment Committee meetings Support portfolio rebalancing and investment strategy implementation Prepare suitability reports and investment documentation Act as a key point of contact for discretionary investment clients Requirements Experience within discretionary investment management or wealth management Strong understanding of investment markets and portfolio construction Experience working with client portfolios Level 4 qualified as a minimum Chartered status or progress towards Chartered qualifications preferred Strong communication and relationship management skills What's on Offer? Salary up to £70,000 Existing client bank to inherit Clear progression opportunities Study support available Opportunity to join a growing and ambitious business How to Apply: If you are a dedicated Investment Manager with a commitment to excellence, we encourage you to apply for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Financial Adviser - Balsall Common - Office Based £40,000 - £55,000 + Employed Role + Full Administrative Support + Career Development + Chartered Support + Established Client Relationships Are you an experienced Financial Adviser looking to join a growing independent financial planning firm that places long-term client relationships and high-quality advice at the heart of everything it does? This is an excellent opportunity to become part of a well-established wealth management business with a strong reputation for delivering holistic financial planning. Working alongside an experienced team of administrators, investment specialists and compliance professionals, you'll be able to focus on providing tailored advice and building lasting relationships with your clients. The firm prides itself on offering a personal, relationship-led service rather than a transactional approach, helping clients achieve their financial goals through comprehensive advice across every stage of life. With continued growth and investment in its people, it provides an excellent environment for advisers looking to further develop their careers, including support towards Chartered status. The Role: Manage and develop long-term relationships with an established portfolio of clients Deliver holistic financial planning advice across pensions, investments, retirement planning, protection, tax and estate planning Conduct regular client reviews and provide ongoing financial advice Support the growth and retention of Funds Under Management (FUM) Work collaboratively with administration, investment and compliance teams Deliver high-quality, compliant advice tailored to individual client objectives Build trusted relationships through exceptional levels of client service The Person: Experienced Financial Adviser with a proven track record of providing holistic advice Level 4 Diploma qualified (essential) Chartered Financial Planner or committed to achieving Chartered status Strong relationship management and client retention skills Experience managing ongoing client portfolios and growing Funds Under Management Professional, client-focused and committed to delivering excellent outcomes Comfortable working within a collaborative office-based environment Benefits: Competitive salary dependent on experience Employed, full-time position Office-based role in Balsall Common Full administrative, investment and compliance support Support and encouragement to achieve Chartered status Collaborative and highly professional team environment Opportunity to join a growing independent financial planning practice with an excellent reputation for client service Long-term career progression within an expanding business This role would suit a Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner who enjoys building lasting client relationships and wants to join a respected, growing firm where high-quality advice, professionalism and personal development are genuinely valued.
Jul 22, 2026
Full time
Financial Adviser - Balsall Common - Office Based £40,000 - £55,000 + Employed Role + Full Administrative Support + Career Development + Chartered Support + Established Client Relationships Are you an experienced Financial Adviser looking to join a growing independent financial planning firm that places long-term client relationships and high-quality advice at the heart of everything it does? This is an excellent opportunity to become part of a well-established wealth management business with a strong reputation for delivering holistic financial planning. Working alongside an experienced team of administrators, investment specialists and compliance professionals, you'll be able to focus on providing tailored advice and building lasting relationships with your clients. The firm prides itself on offering a personal, relationship-led service rather than a transactional approach, helping clients achieve their financial goals through comprehensive advice across every stage of life. With continued growth and investment in its people, it provides an excellent environment for advisers looking to further develop their careers, including support towards Chartered status. The Role: Manage and develop long-term relationships with an established portfolio of clients Deliver holistic financial planning advice across pensions, investments, retirement planning, protection, tax and estate planning Conduct regular client reviews and provide ongoing financial advice Support the growth and retention of Funds Under Management (FUM) Work collaboratively with administration, investment and compliance teams Deliver high-quality, compliant advice tailored to individual client objectives Build trusted relationships through exceptional levels of client service The Person: Experienced Financial Adviser with a proven track record of providing holistic advice Level 4 Diploma qualified (essential) Chartered Financial Planner or committed to achieving Chartered status Strong relationship management and client retention skills Experience managing ongoing client portfolios and growing Funds Under Management Professional, client-focused and committed to delivering excellent outcomes Comfortable working within a collaborative office-based environment Benefits: Competitive salary dependent on experience Employed, full-time position Office-based role in Balsall Common Full administrative, investment and compliance support Support and encouragement to achieve Chartered status Collaborative and highly professional team environment Opportunity to join a growing independent financial planning practice with an excellent reputation for client service Long-term career progression within an expanding business This role would suit a Financial Adviser, Independent Financial Adviser (IFA), Wealth Planner or Financial Planner who enjoys building lasting client relationships and wants to join a respected, growing firm where high-quality advice, professionalism and personal development are genuinely valued.
Financial Adviser - Solihull - Remote £50,000 + 25% Bonus + Existing Client Bank (£200k Recurring Income) + Hybrid Working + PMI + 8% Pension + Death in Service Are you an experienced Financial Adviser looking to inherit an established client bank from day one, allowing you to focus on delivering exceptional advice rather than cold business development? This is an outstanding opportunity to join a highly respected independent financial planning business that forms part of one of the UK's leading adviser networks. The firm has built an excellent reputation for delivering holistic, client-focused advice and benefits from the backing of a large national network, providing advisers with first-class compliance, technical support and business infrastructure, while maintaining the feel of a close-knit, independent practice. You'll take over an established portfolio of approximately 125-150 clients, generating around £200,000 of recurring annual income, with 100% of ongoing income credited towards your bonus from day one. This is a genuine servicing role, giving you the opportunity to deepen existing relationships while identifying natural opportunities for additional advice where appropriate. The role offers excellent autonomy, allowing you to work from home, manage your own diary and organise client meetings in a way that suits both you and your clients. The Role: Take ownership of an established portfolio of 125-150 existing clients Provide holistic financial planning advice across pensions, investments and retirement planning Conduct annual and ongoing client reviews to ensure plans remain appropriate Build long-term trusted relationships through exceptional client service Identify additional planning opportunities within an existing client bank Manage your own diary with the flexibility to work from home Deliver compliant, client-focused advice supported by an experienced technical and compliance team The Person: Experienced Financial Adviser with strong relationship management skills Level 4 Diploma qualified with a current Statement of Professional Standing (SPS) Passionate about delivering high-quality ongoing financial advice Comfortable managing an established portfolio of clients Professional, personable and client-focused approach Self-motivated with the ability to work independently while benefiting from a supportive wider team Benefits: £50,000 basic salary 25% bonus on validation above three times basic salary Existing client bank generating approximately £200,000 recurring income 100% of ongoing income credited towards bonus from day one Hybrid and home-based working with full diary autonomy 8% employer pension contribution Private Medical Insurance Death in Service cover Mileage expenses paid for client meetings Backed by one of the UK's largest and most respected independent financial planning networks, offering market-leading compliance, technical expertise and adviser support whilst retaining the flexibility and culture of an independent advice firm
Jul 22, 2026
Full time
Financial Adviser - Solihull - Remote £50,000 + 25% Bonus + Existing Client Bank (£200k Recurring Income) + Hybrid Working + PMI + 8% Pension + Death in Service Are you an experienced Financial Adviser looking to inherit an established client bank from day one, allowing you to focus on delivering exceptional advice rather than cold business development? This is an outstanding opportunity to join a highly respected independent financial planning business that forms part of one of the UK's leading adviser networks. The firm has built an excellent reputation for delivering holistic, client-focused advice and benefits from the backing of a large national network, providing advisers with first-class compliance, technical support and business infrastructure, while maintaining the feel of a close-knit, independent practice. You'll take over an established portfolio of approximately 125-150 clients, generating around £200,000 of recurring annual income, with 100% of ongoing income credited towards your bonus from day one. This is a genuine servicing role, giving you the opportunity to deepen existing relationships while identifying natural opportunities for additional advice where appropriate. The role offers excellent autonomy, allowing you to work from home, manage your own diary and organise client meetings in a way that suits both you and your clients. The Role: Take ownership of an established portfolio of 125-150 existing clients Provide holistic financial planning advice across pensions, investments and retirement planning Conduct annual and ongoing client reviews to ensure plans remain appropriate Build long-term trusted relationships through exceptional client service Identify additional planning opportunities within an existing client bank Manage your own diary with the flexibility to work from home Deliver compliant, client-focused advice supported by an experienced technical and compliance team The Person: Experienced Financial Adviser with strong relationship management skills Level 4 Diploma qualified with a current Statement of Professional Standing (SPS) Passionate about delivering high-quality ongoing financial advice Comfortable managing an established portfolio of clients Professional, personable and client-focused approach Self-motivated with the ability to work independently while benefiting from a supportive wider team Benefits: £50,000 basic salary 25% bonus on validation above three times basic salary Existing client bank generating approximately £200,000 recurring income 100% of ongoing income credited towards bonus from day one Hybrid and home-based working with full diary autonomy 8% employer pension contribution Private Medical Insurance Death in Service cover Mileage expenses paid for client meetings Backed by one of the UK's largest and most respected independent financial planning networks, offering market-leading compliance, technical expertise and adviser support whilst retaining the flexibility and culture of an independent advice firm
Paraplanner Salary: Up to £50,000 + Bonus Location: Bath City Centre (Hybrid) A growing and ambitious financial planning firm is looking to appoint an experienced Paraplanner to support its expanding adviser team. This is a unique opportunity to join a business at an exciting stage of growth, where you will play a key role in shaping the paraplanning function as the firm continues to scale. The position offers genuine long-term progression, with opportunities to move into senior and leadership responsibilities as the team develops. Working closely with advisers, you will be responsible for delivering high-quality technical support across a broad range of complex client cases, helping to ensure advice is suitable, compliant and tailored to client objectives. Key Responsibilities: Preparing detailed suitability reports and recommendation letters Conducting technical research across pensions, investments, protection and estate planning Producing cashflow modelling and financial planning analysis Supporting advisers with complex client cases and financial planning strategies Ensuring advice files meet regulatory and compliance standards Liaising with providers and investment managers where required Contributing to the ongoing development of paraplanning processes and best practice Requirements: DipPFS / Level 4 qualified as a minimum Proven paraplanning experience within a financial planning environment Strong suitability report writing experience Ability to manage complex cases independently Excellent technical knowledge across pensions, investments and protection Strong attention to detail and organisational skills Apply If you are an experienced Paraplanner looking to join a growing firm where you can genuinely influence and develop the paraplanning function, we'd be keen to hear from you. Please apply with your CV for consideration. If this role isn't quite right, we work with a range of Financial Planning and Wealth Management firms across the South West, so feel free to get in touch for a confidential discussion.
Jul 22, 2026
Full time
Paraplanner Salary: Up to £50,000 + Bonus Location: Bath City Centre (Hybrid) A growing and ambitious financial planning firm is looking to appoint an experienced Paraplanner to support its expanding adviser team. This is a unique opportunity to join a business at an exciting stage of growth, where you will play a key role in shaping the paraplanning function as the firm continues to scale. The position offers genuine long-term progression, with opportunities to move into senior and leadership responsibilities as the team develops. Working closely with advisers, you will be responsible for delivering high-quality technical support across a broad range of complex client cases, helping to ensure advice is suitable, compliant and tailored to client objectives. Key Responsibilities: Preparing detailed suitability reports and recommendation letters Conducting technical research across pensions, investments, protection and estate planning Producing cashflow modelling and financial planning analysis Supporting advisers with complex client cases and financial planning strategies Ensuring advice files meet regulatory and compliance standards Liaising with providers and investment managers where required Contributing to the ongoing development of paraplanning processes and best practice Requirements: DipPFS / Level 4 qualified as a minimum Proven paraplanning experience within a financial planning environment Strong suitability report writing experience Ability to manage complex cases independently Excellent technical knowledge across pensions, investments and protection Strong attention to detail and organisational skills Apply If you are an experienced Paraplanner looking to join a growing firm where you can genuinely influence and develop the paraplanning function, we'd be keen to hear from you. Please apply with your CV for consideration. If this role isn't quite right, we work with a range of Financial Planning and Wealth Management firms across the South West, so feel free to get in touch for a confidential discussion.
Paraplanner / Trainee Financial Adviser - Hybrid Route - Buxton - £38,000-£42,000 (OTE £65k+) Location: Buxton, Derbyshire (hybrid working available) Starting Salary: £38,000-£42,000 OTE: £65,000+ (uncapped, zero threshold) Progression: Automatic increase to £48,000 upon achieving CAS Benefits: Full study support, BUPA private health cover, pension, all client leads provided Why This Firm Stands Out This is a well-established, fully independent financial planning firm with a loyal client base across Derbyshire and the surrounding counties. The team is highly experienced, supportive and growth-focused , offering a rare opportunity to transition from paraplanning into a full advisory role with complete backing, structure and guaranteed client leads . Unlike many trainee adviser roles, this firm provides: All client leads - new and existing Uncapped bonuses with zero minimum threshold A transparent, fully funded route to Competent Adviser Status (CAS) Hybrid working A strong base salary from day one This is a boutique environment where you're supported closely by advisers, paraplanners and compliance - ideal for someone who wants to step confidently into advising without the pressure of self-sourcing clients. Role Overview This hybrid role bridges technical paraplanning and client-facing financial advice , giving you a structured pathway to becoming a fully qualified adviser. You'll begin with technical work and gradually transition into taking ownership of client relationships and delivering holistic financial planning. Key Responsibilities Technical paraplanning: writing compliant suitability reports, conducting fund research, supporting planners Client relationship management: shadowing advisers, attending meetings, taking ownership of client reviews Financial advice: delivering holistic planning across pensions, investments & protection as you progress toward CAS Compliance & development: maintaining high ethical standards, completing CPD, progressing qualifications with full study support What We're Looking For Strong background within an IFA environment Experience drafting complex suitability reports Ideally Level 4 Diploma qualified (DipPFS / CII / CISI) or close to completion Based within a commutable distance of Buxton Excellent communication skills & emotional intelligence Genuine ambition to build a long-term advisory career What You'll Receive £38,000-£42,000 starting salary OTE £65,000+ (uncapped, zero threshold bonuses) £48,000 base salary upon achieving CAS BUPA private health cover Company pension scheme Full funding for all exams & study materials All client leads provided (new & existing) Hybrid working Supportive, local firm with clear progression Interested? If you're ready to transition your technical expertise into a lucrative, client-facing advisory career, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Jul 22, 2026
Full time
Paraplanner / Trainee Financial Adviser - Hybrid Route - Buxton - £38,000-£42,000 (OTE £65k+) Location: Buxton, Derbyshire (hybrid working available) Starting Salary: £38,000-£42,000 OTE: £65,000+ (uncapped, zero threshold) Progression: Automatic increase to £48,000 upon achieving CAS Benefits: Full study support, BUPA private health cover, pension, all client leads provided Why This Firm Stands Out This is a well-established, fully independent financial planning firm with a loyal client base across Derbyshire and the surrounding counties. The team is highly experienced, supportive and growth-focused , offering a rare opportunity to transition from paraplanning into a full advisory role with complete backing, structure and guaranteed client leads . Unlike many trainee adviser roles, this firm provides: All client leads - new and existing Uncapped bonuses with zero minimum threshold A transparent, fully funded route to Competent Adviser Status (CAS) Hybrid working A strong base salary from day one This is a boutique environment where you're supported closely by advisers, paraplanners and compliance - ideal for someone who wants to step confidently into advising without the pressure of self-sourcing clients. Role Overview This hybrid role bridges technical paraplanning and client-facing financial advice , giving you a structured pathway to becoming a fully qualified adviser. You'll begin with technical work and gradually transition into taking ownership of client relationships and delivering holistic financial planning. Key Responsibilities Technical paraplanning: writing compliant suitability reports, conducting fund research, supporting planners Client relationship management: shadowing advisers, attending meetings, taking ownership of client reviews Financial advice: delivering holistic planning across pensions, investments & protection as you progress toward CAS Compliance & development: maintaining high ethical standards, completing CPD, progressing qualifications with full study support What We're Looking For Strong background within an IFA environment Experience drafting complex suitability reports Ideally Level 4 Diploma qualified (DipPFS / CII / CISI) or close to completion Based within a commutable distance of Buxton Excellent communication skills & emotional intelligence Genuine ambition to build a long-term advisory career What You'll Receive £38,000-£42,000 starting salary OTE £65,000+ (uncapped, zero threshold bonuses) £48,000 base salary upon achieving CAS BUPA private health cover Company pension scheme Full funding for all exams & study materials All client leads provided (new & existing) Hybrid working Supportive, local firm with clear progression Interested? If you're ready to transition your technical expertise into a lucrative, client-facing advisory career, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Client Relationship Manager - Private Wealth - Sheffield - £45-50k Location: Sheffield (office-based) Salary: £45,000-£50,000 Role: Client Relationship Manager - Private Wealth. Environment: Chartered, multi disciplinary wealth & tax planning group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration. The financial planning division is highly qualified, close knit and well resourced , meaning you're supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long-standing client relationships, strong retention and clear internal progression. Role Overview You'll act as a Client Relationship Manager , supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process. Key Responsibilities Conduct client review meetings (virtual & in person) Assess client circumstances, objectives, ATR & CFL Evaluate existing arrangements and complete due diligence / research Complete calculations (pensions, CGT , IHT , income tax) Oversee provider illustrations, applications & fund information Identify new business opportunities & cross-group referrals Oversee post-review work passed to the support team Monitor client fees and manage servicing requests Maintain accurate records in back-office systems Liaise with clients and providers Produce suitability reports across multiple advice areas Support advisers with new client enquiries Maintain technical knowledge & CPD Requirements 5+ years financial services experience Strong FCA/regulatory understanding Senior admin or paraplanning background Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, corporate clients, trusts Client facing experience Desire to work towards Chartered status Background in a team-based environment Package Full-time, office-based role (Sheffield) Salary £45,000-£50,000 Benefits including pension & life cover Supportive, multi-disciplinary environment with strong internal expertise Clear progression within a Chartered, growing private-wealth team Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Jul 22, 2026
Full time
Client Relationship Manager - Private Wealth - Sheffield - £45-50k Location: Sheffield (office-based) Salary: £45,000-£50,000 Role: Client Relationship Manager - Private Wealth. Environment: Chartered, multi disciplinary wealth & tax planning group Why This Firm Stands Out This is a Chartered, fully independent private wealth group with a long established presence across Yorkshire. The business operates from multiple offices, bringing together a team of financial planners, paraplanners, tax specialists, accountants and private client experts, giving you deep technical support and genuine cross department collaboration. The financial planning division is highly qualified, close knit and well resourced , meaning you're supported by paraplanners, administrators, tax advisers and senior planners who share knowledge freely. The wider group structure also means clients benefit from joined up tax, trust, corporate and wealth planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with long-standing client relationships, strong retention and clear internal progression. Role Overview You'll act as a Client Relationship Manager , supporting advisers and clients across private wealth, retirement planning, investments, tax planning and estate planning. This is a client facing role combining technical work, relationship management and oversight of the full advice process. Key Responsibilities Conduct client review meetings (virtual & in person) Assess client circumstances, objectives, ATR & CFL Evaluate existing arrangements and complete due diligence / research Complete calculations (pensions, CGT , IHT , income tax) Oversee provider illustrations, applications & fund information Identify new business opportunities & cross-group referrals Oversee post-review work passed to the support team Monitor client fees and manage servicing requests Maintain accurate records in back-office systems Liaise with clients and providers Produce suitability reports across multiple advice areas Support advisers with new client enquiries Maintain technical knowledge & CPD Requirements 5+ years financial services experience Strong FCA/regulatory understanding Senior admin or paraplanning background Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, corporate clients, trusts Client facing experience Desire to work towards Chartered status Background in a team-based environment Package Full-time, office-based role (Sheffield) Salary £45,000-£50,000 Benefits including pension & life cover Supportive, multi-disciplinary environment with strong internal expertise Clear progression within a Chartered, growing private-wealth team Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000 Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth group Why This Firm Stands Out This is a Chartered, fully independent private-wealth group with a long-established presence across Yorkshire. The business operates from multiple offices , bringing together financial planners, paraplanners, administrators, tax specialists, accountants and private-client experts - giving you deep technical support and a genuinely collaborative environment. The financial planning team is highly qualified, close-knit and well structured , meaning you're supported by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with strong client retention, long-standing relationships and clear internal progression. Role Overview You'll support advisers and clients across new business, client reviews, technical work and ongoing servicing. This role blends technical analysis , paraplanning tasks , client administration , and end to end support across private wealth, pensions, investments, tax planning and estate planning. Key Responsibilities New business: evaluating client objectives, due diligence , research, technical calculations (pensions, CGT , IHT , income tax), producing suitability reports, overseeing illustrations/applications, monitoring pipeline, client fee checks Client reviews: pre-meeting analysis, post-meeting completion work, producing review letters Client admin: maintaining Intelligent Office records, updating client data, obtaining provider information, liaising with clients/providers General support: handling provider/client correspondence, working closely with managers and advisers, actioning technical and admin requests Requirements 4+ years financial services experience Strong FCA regulation & compliance knowledge Senior admin or paraplanning background Part or fully Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, business owners, corporate clients, trusts, group schemes Client-facing experience Desire to work towards Chartered status Team-based background Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Jul 22, 2026
Full time
Financial Planning Analyst - Private Wealth - Sheffield - £34,000-£42,000 Location: Sheffield (office-based) Salary: £34,000-£42,000 Role: Financial Planning Analyst Environment: Chartered, multi-disciplinary private-wealth group Why This Firm Stands Out This is a Chartered, fully independent private-wealth group with a long-established presence across Yorkshire. The business operates from multiple offices , bringing together financial planners, paraplanners, administrators, tax specialists, accountants and private-client experts - giving you deep technical support and a genuinely collaborative environment. The financial planning team is highly qualified, close-knit and well structured , meaning you're supported by experienced colleagues across advice, tax, trusts and corporate planning. The wider group setup allows clients to benefit from joined-up wealth, tax and estate planning , making your role more varied and impactful. The culture is people focused, detail driven and service led , with strong client retention, long-standing relationships and clear internal progression. Role Overview You'll support advisers and clients across new business, client reviews, technical work and ongoing servicing. This role blends technical analysis , paraplanning tasks , client administration , and end to end support across private wealth, pensions, investments, tax planning and estate planning. Key Responsibilities New business: evaluating client objectives, due diligence , research, technical calculations (pensions, CGT , IHT , income tax), producing suitability reports, overseeing illustrations/applications, monitoring pipeline, client fee checks Client reviews: pre-meeting analysis, post-meeting completion work, producing review letters Client admin: maintaining Intelligent Office records, updating client data, obtaining provider information, liaising with clients/providers General support: handling provider/client correspondence, working closely with managers and advisers, actioning technical and admin requests Requirements 4+ years financial services experience Strong FCA regulation & compliance knowledge Senior admin or paraplanning background Part or fully Diploma qualified (Level 4) Strong communication, organisation and work ethic Ability to work to deadlines and prioritise effectively Desirable Experience with private wealth, business owners, corporate clients, trusts, group schemes Client-facing experience Desire to work towards Chartered status Team-based background Benefits Study support for qualifications 25 days holiday + bank holidays (option to buy +5) Pension scheme Health Cash Plan Life Assurance (4x salary) Eye tests Social events & volunteering Staff discounts (Wills, LPAs, mortgages) Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Paraplanner - Chartered Boutique Firm - Leeds - £40,000-£45,0000 Location: Leeds Salary: £40,000 - £45,000 Environment: Chartered, fully independent boutique financial planning firm Team: Small, close-knit, highly qualified Tech: Cashflow tools + AI-supported report systems Why This Firm Stands Out This is a Chartered, fully independent financial planning firm with a boutique feel and a reputation for exceptional client care. The team is small, highly qualified and collaborative , giving you close access to advisers, paraplanners and client support specialists, meaning you're never siloed and always supported. The firm embraces modern technology , using advanced cashflow modelling tools and AI-supported report systems to streamline processes and improve accuracy. You'll work in a detail driven, people focused culture where quality comes first and where your technical input genuinely shapes client outcomes. With a HNW client base , complex planning needs and a strong emphasis on professional development, this is an ideal environment for a paraplanner who wants to grow, progress and work closely with Chartered planners. Role Overview You'll provide technical paraplanning support to two Chartered planners, turning client discussions into high quality research, analysis and suitability reports. Work spans pensions, investments, protection and tax planning. Key Responsibilities Research & analysis across all advice areas Preparing suitability reports (AI-supported templates) Product & provider comparisons Cashflow modelling Liaising with providers & maintaining compliant records Pre/post-sale admin where needed Improving paraplanning processes & templates Requirements Paraplanning experience Strong technical knowledge (pensions, investments, protection, tax) Excellent report writing & attention to detail Confident with planning software (Voyant, CashCalc, Intelliflo) Good FCA/regulatory understanding Strong communication & organisational skills Nice to have: Level 4 Diploma or working towards it Benefits Competitive salary Study support & CPD Collaborative, modern team 25 days holiday Clear progression within a Chartered environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Jul 21, 2026
Full time
Paraplanner - Chartered Boutique Firm - Leeds - £40,000-£45,0000 Location: Leeds Salary: £40,000 - £45,000 Environment: Chartered, fully independent boutique financial planning firm Team: Small, close-knit, highly qualified Tech: Cashflow tools + AI-supported report systems Why This Firm Stands Out This is a Chartered, fully independent financial planning firm with a boutique feel and a reputation for exceptional client care. The team is small, highly qualified and collaborative , giving you close access to advisers, paraplanners and client support specialists, meaning you're never siloed and always supported. The firm embraces modern technology , using advanced cashflow modelling tools and AI-supported report systems to streamline processes and improve accuracy. You'll work in a detail driven, people focused culture where quality comes first and where your technical input genuinely shapes client outcomes. With a HNW client base , complex planning needs and a strong emphasis on professional development, this is an ideal environment for a paraplanner who wants to grow, progress and work closely with Chartered planners. Role Overview You'll provide technical paraplanning support to two Chartered planners, turning client discussions into high quality research, analysis and suitability reports. Work spans pensions, investments, protection and tax planning. Key Responsibilities Research & analysis across all advice areas Preparing suitability reports (AI-supported templates) Product & provider comparisons Cashflow modelling Liaising with providers & maintaining compliant records Pre/post-sale admin where needed Improving paraplanning processes & templates Requirements Paraplanning experience Strong technical knowledge (pensions, investments, protection, tax) Excellent report writing & attention to detail Confident with planning software (Voyant, CashCalc, Intelliflo) Good FCA/regulatory understanding Strong communication & organisational skills Nice to have: Level 4 Diploma or working towards it Benefits Competitive salary Study support & CPD Collaborative, modern team 25 days holiday Clear progression within a Chartered environment Interested? If this role sounds of interest, apply now, or if you're exploring other opportunities within wealth management, apply now and let's have a chat .
Chartered Financial Planner Location: Marlow - Hybrid Salary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent Benefits Are you a Chartered Financial Planner looking to join a firm that values high-quality financial planning, long-term client relationships and collaborative working? We're recruiting for a senior Chartered Financial Planner to join a well-established and growing wealth management business. This is an excellent opportunity to inherit and develop high-value client relationships while working alongside experienced paraplanners and administrators within a supportive pod structure. The Opportunity You'll provide holistic financial planning advice to affluent and high-net-worth clients, delivering tailored solutions across pensions, investments, retirement, tax and estate planning. Unlike many advisory roles, bringing an existing client bank is not essential . The focus is on nurturing existing relationships while also developing new business opportunities through referrals and professional connections. You will have 1 dedicated paraplanner and 1 client administrator working with you. What You'll Be Doing Provide holistic financial planning advice to affluent and HNW clients. Manage and develop long-term client relationships. Deliver advice across pensions, investments, retirement planning, tax planning and estate planning. Work closely with dedicated paraplanning and administrative support. Build new business through referrals, networking and professional introducers. Maintain exceptional regulatory and compliance standards. Deliver an outstanding client experience from initial meeting through to ongoing servicing. About the Clients Typical client assets range from £500,000 upwards . Average client AUM is typically £3m-£5m . Senior Chartered Advisers regularly work with clients holding £5m-£15m+ . Dedicated adviser "pods" provide specialist paraplanning and administration support for more complex, high-net-worth cases. What We're Looking For Chartered Financial Planner status (essential). Proven experience advising affluent and high-net-worth clients. Strong technical financial planning knowledge. Excellent relationship-building and communication skills. Ability to generate new business while delivering outstanding service to existing clients. A client-first approach with a passion for holistic financial planning. Benefits Annual discretionary performance bonus (typically 10% ). Auto-enrolment into the Amber River Premier Group Personal Pension Scheme . 5% employer pension contribution , with the option to contribute more. Bupa Health Cash Plan following successful completion of probation, including: Company-funded personal membership. Cover for up to four dependent children (up to age 23). Option to upgrade cover and add a partner. Reimbursement towards everyday healthcare costs including optical and dental expenses. Life Assurance cover of £200,000 . 25 days annual leave , increasing by 3 days after every five years' service . Company closure between Christmas and New Year. Comprehensive wellbeing support including: Digital GP appointments. Second medical opinions. Mental health and counselling services. Burnout prevention support. Smoking cessation support. Dietary and nutritional advice. Employee Assistance Programme with 24/7 support. Company-funded professional qualifications and study support (subject to approval). Cycle to Work Scheme. One paid volunteering day each year through the Amber River Charitable Foundation. If you're a Chartered Financial Planner looking to join a business where advice quality, client relationships and technical excellence are genuinely valued, we'd love to hear from you.
Jul 21, 2026
Full time
Chartered Financial Planner Location: Marlow - Hybrid Salary: £80k-£100k (Dependent on Experience) + Annual Bonus + Excellent Benefits Are you a Chartered Financial Planner looking to join a firm that values high-quality financial planning, long-term client relationships and collaborative working? We're recruiting for a senior Chartered Financial Planner to join a well-established and growing wealth management business. This is an excellent opportunity to inherit and develop high-value client relationships while working alongside experienced paraplanners and administrators within a supportive pod structure. The Opportunity You'll provide holistic financial planning advice to affluent and high-net-worth clients, delivering tailored solutions across pensions, investments, retirement, tax and estate planning. Unlike many advisory roles, bringing an existing client bank is not essential . The focus is on nurturing existing relationships while also developing new business opportunities through referrals and professional connections. You will have 1 dedicated paraplanner and 1 client administrator working with you. What You'll Be Doing Provide holistic financial planning advice to affluent and HNW clients. Manage and develop long-term client relationships. Deliver advice across pensions, investments, retirement planning, tax planning and estate planning. Work closely with dedicated paraplanning and administrative support. Build new business through referrals, networking and professional introducers. Maintain exceptional regulatory and compliance standards. Deliver an outstanding client experience from initial meeting through to ongoing servicing. About the Clients Typical client assets range from £500,000 upwards . Average client AUM is typically £3m-£5m . Senior Chartered Advisers regularly work with clients holding £5m-£15m+ . Dedicated adviser "pods" provide specialist paraplanning and administration support for more complex, high-net-worth cases. What We're Looking For Chartered Financial Planner status (essential). Proven experience advising affluent and high-net-worth clients. Strong technical financial planning knowledge. Excellent relationship-building and communication skills. Ability to generate new business while delivering outstanding service to existing clients. A client-first approach with a passion for holistic financial planning. Benefits Annual discretionary performance bonus (typically 10% ). Auto-enrolment into the Amber River Premier Group Personal Pension Scheme . 5% employer pension contribution , with the option to contribute more. Bupa Health Cash Plan following successful completion of probation, including: Company-funded personal membership. Cover for up to four dependent children (up to age 23). Option to upgrade cover and add a partner. Reimbursement towards everyday healthcare costs including optical and dental expenses. Life Assurance cover of £200,000 . 25 days annual leave , increasing by 3 days after every five years' service . Company closure between Christmas and New Year. Comprehensive wellbeing support including: Digital GP appointments. Second medical opinions. Mental health and counselling services. Burnout prevention support. Smoking cessation support. Dietary and nutritional advice. Employee Assistance Programme with 24/7 support. Company-funded professional qualifications and study support (subject to approval). Cycle to Work Scheme. One paid volunteering day each year through the Amber River Charitable Foundation. If you're a Chartered Financial Planner looking to join a business where advice quality, client relationships and technical excellence are genuinely valued, we'd love to hear from you.
Paraplanner Exeter Hybrid Up to £55,000 + Excellent Benefits An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Exeter. Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo. The Opportunity You'll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you're looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available. What We're Looking For Diploma Level 4 qualified (or very close to completion) Previous Paraplanning experience within Financial Planning Strong technical knowledge and report writing skills Excellent attention to detail and communication skills A collaborative team player who enjoys delivering high-quality client outcomes What's on Offer Salary of £48,000 - £55,000 depending on experience Hybrid working (3 days office / 2 days home) Full study support towards Chartered status, including paid study leave and exam funding Clear career progression opportunities Supportive, collaborative culture with genuine investment in employee development Opportunity to join a growing business with long-term career prospects If you're an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we'd love to hear from you
Jul 21, 2026
Full time
Paraplanner Exeter Hybrid Up to £55,000 + Excellent Benefits An established and rapidly growing Chartered Financial Planning firm is looking to recruit an experienced Paraplanner to join its expanding team in Exeter. Following continued growth and recent acquisitions, this is an excellent opportunity to join a business that is investing heavily in its people, technology and long-term development, rather than simply maintaining the status quo. The Opportunity You'll work alongside experienced Financial Planners, producing high-quality technical reports, conducting research and helping deliver excellent outcomes for clients. Whether you're looking to remain a career Paraplanner or have aspirations to progress into an Adviser role in the future, genuine career development is available. What We're Looking For Diploma Level 4 qualified (or very close to completion) Previous Paraplanning experience within Financial Planning Strong technical knowledge and report writing skills Excellent attention to detail and communication skills A collaborative team player who enjoys delivering high-quality client outcomes What's on Offer Salary of £48,000 - £55,000 depending on experience Hybrid working (3 days office / 2 days home) Full study support towards Chartered status, including paid study leave and exam funding Clear career progression opportunities Supportive, collaborative culture with genuine investment in employee development Opportunity to join a growing business with long-term career prospects If you're an experienced Paraplanner looking to join a forward-thinking financial planning firm where your development is genuinely supported, we'd love to hear from you
Chartered Financial Planner Bath Hybrid £70,000 + Starting Package + Existing Client Bank An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing and forward-thinking Chartered Financial Planning business. Following continued growth and a number of successful acquisitions, the business is investing heavily in expanding its advice team and is looking for a Chartered Planner who is passionate about delivering high-quality financial advice and building long-term client relationships. The Opportunity This is an excellent opportunity for a Chartered Financial Planner to join an established advice business with the benefit of an existing client bank, dedicated support and a clear long-term career path. You'll inherit and develop existing client relationships while also having the opportunity to grow your own portfolio through referrals and new opportunities. The focus is on delivering excellent client outcomes and building trusted, long-term relationships rather than short-term sales. What We're Looking For Chartered Financial Planner status (essential) Proven experience providing holistic financial planning advice Strong relationship management skills Ability to build trust and maintain long-term client relationships A client-focused approach with excellent communication skills Someone looking for a long-term opportunity within an established business What's on Offer £70,000+ starting package depending on experience Existing client bank provided Full administrative support Dedicated Paraplanning support Hybrid working options Long-term earning potential through inherited and self-generated business Genuine career progression within a growing Financial Planning group Supportive and collaborative culture focused on professional development If you're a Chartered Financial Planner looking for an opportunity where you can focus on delivering great advice, develop existing relationships and be part of a growing business, we'd love to hear from you.
Jul 21, 2026
Full time
Chartered Financial Planner Bath Hybrid £70,000 + Starting Package + Existing Client Bank An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing and forward-thinking Chartered Financial Planning business. Following continued growth and a number of successful acquisitions, the business is investing heavily in expanding its advice team and is looking for a Chartered Planner who is passionate about delivering high-quality financial advice and building long-term client relationships. The Opportunity This is an excellent opportunity for a Chartered Financial Planner to join an established advice business with the benefit of an existing client bank, dedicated support and a clear long-term career path. You'll inherit and develop existing client relationships while also having the opportunity to grow your own portfolio through referrals and new opportunities. The focus is on delivering excellent client outcomes and building trusted, long-term relationships rather than short-term sales. What We're Looking For Chartered Financial Planner status (essential) Proven experience providing holistic financial planning advice Strong relationship management skills Ability to build trust and maintain long-term client relationships A client-focused approach with excellent communication skills Someone looking for a long-term opportunity within an established business What's on Offer £70,000+ starting package depending on experience Existing client bank provided Full administrative support Dedicated Paraplanning support Hybrid working options Long-term earning potential through inherited and self-generated business Genuine career progression within a growing Financial Planning group Supportive and collaborative culture focused on professional development If you're a Chartered Financial Planner looking for an opportunity where you can focus on delivering great advice, develop existing relationships and be part of a growing business, we'd love to hear from you.
Investment Manager (IFA) - Northampton - Up to £70,000 A highly-reputable wealth management practice are seeking a Investment Manager to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. As a firm they have both a wealth management and asset management arm, so someone with experience in both would be ideal! Key Responsibilities: Conduct detailed research across asset classes, funds, and market themes Support the ongoing management of discretionary client portfolios Prepare client reporting, portfolio reviews, and investment updates Support client and adviser meetings where appropriate Monitor portfolio positioning, risk exposures, and performance Requirements: Experience within wealth or asset management (typically 2-5 years) Exposure to discretionary portfolio management and/or investment research Good understanding of financial markets, asset classes, and portfolio construction Progress towards or completion of CISI Level 7 (or equivalent) Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Working Environment: There is no work-from-home policy, as the Investment and Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards. How to Apply: If you are a dedicated Investment Manager with a commitment to excellence, we encourage you to apply for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Jul 21, 2026
Full time
Investment Manager (IFA) - Northampton - Up to £70,000 A highly-reputable wealth management practice are seeking a Investment Manager to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. As a firm they have both a wealth management and asset management arm, so someone with experience in both would be ideal! Key Responsibilities: Conduct detailed research across asset classes, funds, and market themes Support the ongoing management of discretionary client portfolios Prepare client reporting, portfolio reviews, and investment updates Support client and adviser meetings where appropriate Monitor portfolio positioning, risk exposures, and performance Requirements: Experience within wealth or asset management (typically 2-5 years) Exposure to discretionary portfolio management and/or investment research Good understanding of financial markets, asset classes, and portfolio construction Progress towards or completion of CISI Level 7 (or equivalent) Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Working Environment: There is no work-from-home policy, as the Investment and Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards. How to Apply: If you are a dedicated Investment Manager with a commitment to excellence, we encourage you to apply for this exciting opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Associate Financial Planner - Northampton - Up to £50,000 Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Role Overview: As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones. General Duties: Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork. Collaborate with CF30 qualified advisers to gather data and create strategic planning documents. Assist in report research and documentation, ensuring compliance with regulatory standards. Conduct research for product recommendations and obtain compliance approval when necessary. Write reports and recommendations for clients, adhering to sales processes and regulatory requirements. Other Duties Specific to Personal Development: Develop skills to eventually manage your own client portfolio within 18 to 24 months. Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years. What next? If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development. Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Jul 21, 2026
Full time
Associate Financial Planner - Northampton - Up to £50,000 Benefits: Pension contributions matched at 6% (increases to 8% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes 25 days holidays plus bank holidays Role Overview: As an associate financial planner, you will embark on a comprehensive training program designed to equip you with the skills and knowledge necessary to thrive in the wealth management industry. Working closely with our Senior Wealth Managers and Chartered Wealth Managers, you will gain invaluable experience while being mentored by seasoned professionals. The role will involve supporting Wealth Managers, assisting in client relationship management, and gradually building your own client portfolio. This position offers a unique opportunity for personal and professional growth, with the ultimate aim of progressing to the role of Wealth Manager upon completion of specified qualifications and training milestones. General Duties: Attend meetings with CEO, Wealth Managers, and clients, ensuring accurate record-keeping and facilitating necessary paperwork. Collaborate with CF30 qualified advisers to gather data and create strategic planning documents. Assist in report research and documentation, ensuring compliance with regulatory standards. Conduct research for product recommendations and obtain compliance approval when necessary. Write reports and recommendations for clients, adhering to sales processes and regulatory requirements. Other Duties Specific to Personal Development: Develop skills to eventually manage your own client portfolio within 18 to 24 months. Work towards becoming a Chartered Wealth Manager within the next 12 months to 3 years. What next? If you are a motivated and ambitious individual seeking an opportunity to grow in the financial advisory field, we encourage you to apply. Join our team and embark on a rewarding career with ample room for professional development. Apply today to be considered for this Trainee IFA opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.
May 23, 2026
Full time
Employed Financial Adviser - £60,000 - £75,000 DOE - Remote (requirement to be based near London) Eden Rose is supporting a national, award-winning Wealth Management business secure an experienced Financial Adviser based in the South East (London or reasonable commutable distance to London) to work remotely on an existing bank of roughly 100 clients. Specialising in providing a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. The role will be home-based / remote, and you will be allocated a client bank from day 1, so the company are looking for a self-motivated and organised CAS signed off Financial Adviser with a wide range of experience working within Financial Planning. You'll have the chance to work within a collaborative environment, supported by a back-office and leadership team. They understand the importance of flexibility, and while there's no official requirement to be in the office, establishing a strong rapport with the support team is highly beneficial for success in this role, including ad hoc visits to the London office for meet ups. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. Up to £75,000 DOE 25 days holiday + bank holidays Discretionary bonus 10% contributory pension Private Medical Cover 4x Life Assurance Study support Progression opportunities If you are an experienced Financial Adviser / Financial Planner looking for more autonomy and flexibility, please apply now.
Operations Administrator - Bury St Edmunds - Up to £30,000 My client who are a Chartered IFA in East-Anglia are looking for an Operations administrator to assist with back office support, the delivery of special projects and IT and systems. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of their head office in Bury St Edmunds. What's needed to be considered? Data analysis and reporting. Maintaining and developing CRM or back-office systems. Contributing or managing small-scale projects. Strong University Qualification or similar. Previous experience within financial services would be desirable. Strong administration skills and a willingness to learn. Benefits: Flexible working after probation. Study support and exams paid for with paid study leave. Free parking on site. 29 days holiday + Bank Holidays + Christmas Closure. Subsidised private healthcare Income Protection + Healthcare Scheme Paid Study leave Volunteering days What's next? Apply today to be considered for this Operations administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, financial planning administrator
May 22, 2026
Full time
Operations Administrator - Bury St Edmunds - Up to £30,000 My client who are a Chartered IFA in East-Anglia are looking for an Operations administrator to assist with back office support, the delivery of special projects and IT and systems. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of their head office in Bury St Edmunds. What's needed to be considered? Data analysis and reporting. Maintaining and developing CRM or back-office systems. Contributing or managing small-scale projects. Strong University Qualification or similar. Previous experience within financial services would be desirable. Strong administration skills and a willingness to learn. Benefits: Flexible working after probation. Study support and exams paid for with paid study leave. Free parking on site. 29 days holiday + Bank Holidays + Christmas Closure. Subsidised private healthcare Income Protection + Healthcare Scheme Paid Study leave Volunteering days What's next? Apply today to be considered for this Operations administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, financial planning administrator
