Focus Search and Selection

Paraplanner Location: Fully Remote Salary: Up to £40,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm is looking to appoint an experienced Paraplanner to join its growing team on a fully remote basis. This is an excellent opportunity for a technically strong individual with experience supporting Financial Advisers within a Financial Planning environment who is looking for flexibility, autonomy, and long-term career development. The Role Working closely with Financial Advisers, you will provide high-quality technical and administrative support across all aspects of the financial planning process. Key responsibilities will include: Preparing suitability reports and recommendation letters Conducting research across pensions, investments, and protection products Assisting Advisers in developing financial planning strategies for clients Analysing client information and preparing cashflow modelling where required Liaising with providers and third parties to obtain information and progress cases Supporting the end-to-end advice process and ensuring files are fully compliant Maintaining accurate client records and documentation Assisting with annual reviews and ongoing servicing requirements About You The successful candidate will have: Previous experience working as a Paraplanner within a Financial Planning or Wealth Management environment Strong technical knowledge of pensions, investments, and protection products Experience preparing suitability reports Excellent attention to detail and organisational skills Strong communication and relationship-building abilities The ability to work independently in a fully remote environment Progress towards or completion of Level 4 Diploma qualifications would be advantageous What's on Offer Salary up to £40,000 depending on experience Fully remote working arrangement Supportive and collaborative boutique firm culture Long-term career progression opportunities Company benefits package

Client Services Associate Location: Derby Salary: £30,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment. The Role Working closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey. Key responsibilities will include: Providing administrative support to Financial Advisers and the wider team Managing client communications by phone, email, and post Preparing documentation for client meetings and reviews Processing new business applications and monitoring progress through to completion Liaising with providers, platforms, and third parties Maintaining accurate client records and ensuring compliance standards are met Assisting with valuations, reports, and general client servicing activities Supporting the delivery of an outstanding client experience at all times About You The successful candidate will have: Previous administration experience within a Financial Planning, Wealth Management, or IFA environment Strong organisational skills with excellent attention to detail Professional communication skills, both written and verbal The ability to manage multiple tasks and prioritise effectively A proactive and team-oriented approach Good working knowledge of Microsoft Office and back-office systems What's on Offer Salary of £30,000 Supportive and professional working environment Opportunity to join a well-established boutique firm with a strong reputation Long-term career development opportunities Company benefits package

Financial Adviser Location: Huntingdon Salary: £40,000 - £45,000 + Benefits Job Type: Full-Time Permanent A boutique Wealth Management firm based in Huntingdon is looking to recruit an ambitious and motivated Financial Adviser to join its growing team. This is an outstanding opportunity for someone at the beginning of their advisory career who is looking for hands-on mentoring, structured development, and the chance to build a long-term career within a supportive and professional environment. The firm is specifically seeking an individual who is eager to learn, develop their technical knowledge, and progress within a client-focused Financial Planning business. The Role Working closely with experienced Advisers and senior members of the team, you will receive ongoing training and support while developing your advisory skills and client relationships. Key responsibilities will include: Supporting Advisers with client meetings and ongoing servicing Assisting in the preparation and delivery of financial planning recommendations Building and maintaining strong client relationships Conducting research across pensions, investments, and protection products Managing client queries and providing a high level of service Ensuring client files and documentation remain compliant and accurate Developing your technical and advisory knowledge through structured mentoring and training Gradually taking on greater client responsibility as your experience develops About You The successful candidate will have: Level 4 Diploma qualified or be one exam away from completion Experience within a Financial Planning, Wealth Management, or IFA environment A genuine desire to build a long-term career as a Financial Adviser Strong communication and interpersonal skills A professional and client-focused approach Good organisational skills and attention to detail The willingness to work office-based as part of a collaborative and supportive team What's on Offer Salary of £40,000 - £45,000 Full training, mentoring, and career development support Genuine opportunity to progress your advisory career Supportive boutique firm environment with experienced professionals Long-term career advancement opportunities Company benefits package