Financial Divisions

Our client is a highly respected, prestigious wealth management and family office , serving high-net-worth clients and their families. Due to continued growth, they are seeking an experienced Paraplanner who enjoys working with established, sophisticated clients and who wants a role offering full training and a clear pathway into an Adviser position within a short timeframe. If you're ambitious, technically strong, and excited by the idea of progressing into advice, this is the kind of opportunity that rarely comes to market. The Opportunity As an experienced Paraplanner, you'll already have a reputation for delivering high-quality, relationship-led support. In this role, you'll work closely with an experienced Adviser, playing a key part in shaping client recommendations while developing the skills and exposure needed to transition into an advisory role. This is not a back-office role. You'll be actively involved in client meetings , helping to formulate recommendations and gaining real visibility across complex client relationships. The Role Suitability report writing - clear, compliant, technically robust Technical research across pensions, investments, protection, and tax planning Supporting Advisers in building tailored financial plans Cashflow modelling and long-term planning analysis Assisting with complex cases and acting as a technical point of contact Working closely with Advisers and Administrators to deliver a seamless client experience What They're Looking For Previous experience as a Paraplanner within wealth management Level 4 Diploma in Financial Planning (essential) Strong technical knowledge across core advice areas Experience with report writing and cashflow modelling Good understanding of compliance and regulatory requirements Organised, detail-focused, and passionate about supporting clients and their families Progress toward Chartered status is a plus, not a requirement What's On Offer Structured training programme with a clear route to Adviser Opportunity to work alongside an experienced Adviser Great culture with low staff turnover A stable, well-regarded firm with a strong client base Why This Role? Genuine opportunities offering a true pathway from Paraplanner to Adviser , with full training and support, are rare. This firm is committed to developing the right individual and providing the exposure needed to progress confidently into advice. If this role is of interest, please send your CV to Laura at Financial Divisions

Up to £50,000 Basic Salary + Bonus + Comprehensive Benefits Predominantly Remote Working Investment Committee Exposure Growing Wealth Management Firm An outstanding opportunity has arisen for an experienced Diploma-qualified Paraplanner to join a highly regarded and expanding financial planning firm based near Amersham. This successful wealth management business has built an excellent reputation for delivering high-quality, client-focused financial planning advice and is continuing to grow through referrals, strong client retention and a commitment to technical excellence. Offering predominantly remote working, this role would suit an experienced Paraplanner seeking greater flexibility while remaining actively involved in complex financial planning work and contributing to the wider success of the business. The Opportunity Working closely with Financial Planners and clients, you will provide technical expertise and support throughout the advice process while playing an important role in delivering exceptional client outcomes. This is a highly varied position offering exposure to client meetings, technical research, cashflow modelling and strategic business initiatives, including participation in the firm's Investment Committee. Your responsibilities will include: • Attending client meetings alongside Financial Planners to provide technical support • Assisting in the preparation and delivery of client meetings • Gathering and analysing client financial information • Producing cashflow modelling reports and financial analysis • Conducting technical research across pensions, investments, tax planning and wider financial planning solutions • Preparing suitability reports and financial planning recommendations • Providing ongoing technical support to Financial Planners • Liaising with providers, platforms and third parties • Managing client requirements through to completion • Monitoring and supporting annual client review processes • Assisting with client presentations and planning activities • Managing personal workflow to ensure timely delivery of work • Supporting annual reviews of financial planning services and investment solutions • Participating as a member of the firm's Investment Committee • Ensuring all work remains compliant with FCA and internal regulatory standards Requirements • Minimum 3 years' experience within an IFA, Wealth Management or Financial Planning environment • Diploma qualified (DipPFS or equivalent) as a minimum • Strong technical knowledge across pensions, investments and financial planning • Experience preparing suitability reports independently • Familiarity with cashflow modelling software • Excellent analytical and problem-solving abilities • Strong written and verbal communication skills • Ability to build effective relationships with clients, advisers and providers • Highly organised with excellent attention to detail • Self-motivated and comfortable working remotely What's on Offer • Salary up to £50,000 depending on experience • Performance-related bonus scheme • Predominantly remote working arrangement • Private Medical Insurance • Wellness Days • Regular company social events • Ongoing professional development and study support • Opportunity to work closely with experienced Financial Planners • Participation in the firm's Investment Committee • Long-term career progression opportunities • Supportive and collaborative team culture Why This Opportunity Stands Out Fully remote paraplanning opportunities within high-quality financial planning firms remain relatively rare, particularly those offering meaningful involvement in client meetings, strategic business initiatives and investment governance. This role offers the flexibility of remote working combined with exposure to sophisticated financial planning cases, direct adviser interaction and the opportunity to contribute beyond traditional paraplanning responsibilities. For an experienced Paraplanner seeking a flexible role within a progressive and client-focused firm, this represents an excellent long-term career opportunity. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.

Paraplanner vacancy Boutique Wealth Management Firm Working with HNW & UHNW clients Leatherhead Offices (Surrey) Up to £45k basic salary plus benefits My client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of over 250 families/households with assets ranging from £600k to £18m invested. Total AUM for the business is £300m with an ambition to grow this to £500m. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. The CEO is creating a brand-new role for Paraplanner who is pragmatic, organised and can "muck in" within the office environment. The role will sit within the client services team and you will be doing end to end report writing on a range of financial products be responsible for existing "client accounts" acting as a point of contact for clients, conducting end to end report writing and assisting with the compilation of appropriate advice. You will be actively studying towards your level 4 diploma, either via CII or CISI or LIBF and keen to enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. If this role sounds of interest or any other roles I am working on please get in touch.

£47,000 - £52,000 Basic Salary + Bonus + Full Study Support + Excellent Benefits Chartered Wealth Management Firm Adviser Progression Pathway Strong Technical Support Structure An outstanding opportunity has arisen for a Diploma-qualified Paraplanner to join one of the UK's leading Chartered Wealth Management firms. This is a genuinely career-focused opportunity within a highly respected business that has grown organically and consistently, more than trebling in size over recent years. The firm has a long-standing reputation for developing talent internally and providing clear progression routes into advisory roles. Having successfully placed multiple professionals into this business over the past decade, it is clear this is an organisation that invests heavily in people, technical development and long-term career progression. This particular role has arisen following internal progression, with a Senior Paraplanner stepping into a client-facing advisory role. The firm is now seeking a similarly ambitious Paraplanner to follow the same development path. The Opportunity You will work closely with high-performing Financial Advisers, providing end-to-end technical paraplanning support within a highly structured and collaborative environment. As you develop within the role, you will gain increasing exposure to client meetings, technical discussions and cashflow-led financial planning, with a clear pathway towards becoming a Financial Adviser. Your responsibilities will include: • Providing comprehensive end-to-end paraplanning support to senior Financial Advisers • Preparing detailed suitability reports across pensions, investments, tax and retirement planning • Conducting technical research and product analysis to support client recommendations • Attending client meetings in the City office as you progress in the role • Supporting and contributing to recommendation discussions and financial planning strategies • Presenting Voyant cashflow modelling outputs to clients at review meetings (with training provided where required) • Liaising closely with advisers, paraplanning colleagues and the wider technical team • Ensuring all advice is fully compliant and meets FCA standards • Supporting ongoing development of client relationships alongside advisers • Managing workflow and maintaining high standards of accuracy and delivery Requirements • Level 4 Diploma in Regulated Financial Planning (essential) • Minimum 2 years' paraplanning experience within an IFA or Wealth Management environment • Strong technical knowledge across pensions, investments and retirement planning • Experience preparing or supporting suitability reports • Exposure to cashflow modelling (Voyant desirable but not essential - training provided) • Strong analytical and communication skills • Confident working closely with advisers and attending client meetings • Ambition to progress into a Financial Adviser role What's on Offer • Salary £47,000 - £52,000 depending on experience • Discretionary bonus scheme • Full study support and funding for further qualifications • Clear and structured route into a Financial Adviser role • Hybrid working (2-3 days from home once established in the role) • Highly collegiate and supportive team culture • Ongoing technical training and development • Strong Paraplanning Manager support from a highly experienced technical lead • Regular team events and social activities • Opportunity to join a highly respected Chartered Wealth Management firm Why This Opportunity Stands Out This is not just another paraplanning role. It is a structured career pathway within one of the most established Chartered wealth management firms in the UK. With a strong internal culture of progression, direct exposure to high-quality advisers and clients, and genuine support towards becoming an adviser, this role is designed for ambitious paraplanners who want a long-term career move rather than a short-term step. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.

Mortgage Adviser - Fast Growing Wealth Management Firm Location: Northwest London Residential and Commercial and buy tol let Good client book Build vlue- easy business- OTE - £60k plus, Good leads and marketing Salary: £35,000 - £40,000 Competitive basic + uncapped commission / OTE Job Type: Full-time About the Client My client is a fast-growing Wealth Management firm based in North West London, providing holistic financial advice across mortgages, protection, investments, and financial planning. Due to rapid expansion, they are looking to strengthen their mortgage team by appointing a driven and client-focused Mortgage Adviser. This is an excellent opportunity to join a dynamic and supportive business offering strong lead flow, robust infrastructure, and genuine long-term career prospects. The Role The successful candidate will provide high-quality mortgage and protection advice to a warm client base, managing cases from initial consultation through to completion while delivering exceptional client service. Key Responsibilities Provide regulated mortgage advice in line with FCA requirements Conduct detailed client fact-finds and affordability assessments Recommend suitable mortgage and protection solutions Manage applications from submission through to completion Liaise with lenders, solicitors, estate agents, and internal teams Build long-term client relationships and generate repeat business Maintain accurate client records and compliance documentation Keep up to date with lender criteria and market developments Candidate Requirements Essential: CeMAP (or equivalent Level 3 qualification) Proven experience as a Mortgage Adviser Strong knowledge of the UK mortgage market Excellent communication and relationship-building skills Organised, proactive, and target-driven approach Desirable: CAS status Protection advisory experience Whole-of-market experience What's on Offer Competitive basic salary with uncapped commission Strong lead flow from an established Wealth Management client base Supportive team culture within a growing firm Ongoing training and professional development Clear career progression opportunities Please contact Sam at Financial Divisions for more information for this role, thank you.

Senior Technical Paraplanner - Route to Adviser London Up to £70,000 + Excellent Benefits Hybrid My client, an independent IFA firm in London, is seeking a career-driven Technical Paraplanner who wants more than just a back-office position. This opportunity is for someone looking for influence, visibility, and a genuine path to becoming an Adviser. In this role, you will: Work closely with a Senior Adviser, shaping client strategies and playing a key role in helping clients achieve their long-term financial goals Sit in on client meetings and support client relationships Produce bespoke, high-quality technical suitability reports Conduct deep research and build recommendations Contribute to portfolio construction Run meaningful cashflow modelling Progress toward an Adviser role with full support We are looking for candidates with: 4-5+ years' experience as a Technical Paraplanner Chartered status, or actively working towards it Ambition, proactivity, and readiness for the next step Salary up to £70,000 plus excellent benefits and hybrid working in London. If you're ready to step into a role that recognises your expertise and accelerates your career, let's talk. Contact Jo at Financial Divisions.

Salary: £35,000 + Bonus + Comprehensive Benefits Package Job Type: Full-Time Permanent Hybrid Working Build Your Future Within a Successful Wealth Management Firm An established and highly regarded financial planning practice is seeking an experienced IFA Administrator to join its growing client support team in Croydon. This is an excellent opportunity for an individual who enjoys working within a professional wealth management environment and takes pride in delivering outstanding client service. You'll be joining a business that has developed a strong reputation for providing high-quality financial planning advice to private clients and business owners, while offering employees genuine opportunities for long-term career development. Working closely with Financial Advisers and Paraplanners, you will play an integral role in ensuring the smooth delivery of the advice process, helping clients receive a seamless and professional experience from start to finish. For ambitious administrators looking to further their career within financial planning, the company offers ongoing training, study support and a clear progression route into Paraplanning. The Opportunity As an IFA Administrator, you will provide vital support across all aspects of the financial planning process. You will manage client cases, prepare documentation, liaise with providers and ensure all administrative tasks are completed accurately, efficiently and in line with regulatory requirements. This position would suit someone who already has experience within an Independent Financial Advice practice or Wealth Management firm and is looking to join a supportive business where their contribution is recognised and valued. Key Responsibilities Providing administrative support to Financial Advisers and Paraplanners. Processing new business applications and servicing requests. Preparing suitability and client review documentation. Managing client cases through to completion. Liaising with investment platforms, pension providers and product providers. Maintaining accurate client records and updating back-office systems. Handling client enquiries by telephone and email. Monitoring workflow pipelines and progressing outstanding actions. Supporting annual reviews and ongoing client servicing requirements. Ensuring all work is completed in accordance with FCA regulations and company procedures. Delivering exceptional service standards to clients and colleagues. Essential Experience To be considered, you must have: Previous experience working within an IFA, Financial Planning or Wealth Management environment. Practical experience using Intelligent Office (IO). Experience supporting Financial Advisers and/or Paraplanners. Strong understanding of financial services administration processes. Excellent organisational and prioritisation skills. High levels of accuracy and attention to detail. Strong written and verbal communication skills. Good working knowledge of Microsoft Office applications. Please note: Applicants without previous IFA / Wealth Management experience and Intelligent Office experience are unlikely to be considered. Desirable Skills Knowledge of pensions, investments and protection products. Experience using platforms such as Nucleus, Quilter, Transact, Standard Life or Aberdeen. Understanding of FCA regulations and the financial planning process. Progress towards CII qualifications or an interest in professional development. Salary & Benefits Competitive salary up to £35,000. Annual discretionary bonus. Hybrid working arrangement. 25 days holiday plus additional Christmas closure. Employer pension contributions. Private medical insurance allowance after probation. Death in Service cover. Full study support and professional development funding. Company laptop and mobile phone. Free on-site parking. Team social events and company activities. Structured career progression towards Paraplanning. Why Join? This is a fantastic opportunity to become part of a growing and forward-thinking financial planning business that genuinely invests in its people. You'll gain exposure to a broad range of financial planning cases, work alongside experienced professionals and have the opportunity to develop your career within a supportive and collaborative environment. If you're an experienced IFA Administrator looking for your next challenge within a respected Wealth Management firm, we'd love to hear from you. To apply, please send your CV to Ryan at Financial Divisions.

Offices Near Watford up to £35,000 Full-Time or Part-Time Office Based A busy and well-established St. James's Place Practice based in Elstree is looking to recruit a Financial Administrator to join their friendly and supportive team. This is a fantastic opportunity for an experienced SJP Administrator who understands the SJP systems and processes and enjoys working in a collaborative practice environment. The Role You will play a key role in supporting two Financial Advisers , working closely with the support staff to ensure the smooth running of client servicing and administration. The practice currently services around 700 clients , and as part of their continued growth and Consumer Duty alignment, they are in the process of offloading around 150 clients , allowing the team to focus on delivering a high-quality service to their core client base. Key Responsibilities Supporting advisers with client administration and policy servicing . Preparing client valuations, documentation and meeting packs . Handling new business submissions and ongoing client servicing through SJP systems. Liaising with clients and internal teams to provide a high level of client service . Assisting with light paraplanning duties where required (complex paraplanning is outsourced). Maintaining accurate client records and supporting general practice administration. What They're Looking For Previous experience working within a St. James's Place Practice . Strong organisational skills and attention to detail. A proactive individual who enjoys being part of a team. Confident supporting advisers and managing client administration. Working Arrangements Full-Time: 5 days per week in the office Part-Time considered: Minimum 3 days per week in the office Free parking available at Centennial Business Park, Elstree Benefits Salary: Up to £35,000 depending on experience 22 days holiday Free onsite parking Access to St. James's Place in-house training and development This is a great opportunity to join a well-run and supportive SJP practice with a stable client base and collaborative working environment . For further information or to apply, please contact Sam at Financial Divisions.

Hybrid Working Strong Benefits Package Established Financial Planning Group An excellent opportunity has arisen for a Client Service Team Associate to join a highly regarded and growing financial planning group. This is a key client servicing role within a busy and professional wealth management environment, supporting Financial Planners, Paraplanners and wider internal teams in delivering an exceptional client experience. The business is known for its strong values, collaborative culture and commitment to delivering high-quality, compliant financial planning services. Due to continued growth and the integration of acquired firms, they are now looking to strengthen their Client Service Team with a capable and detail-focused individual. This role would suit someone with experience in financial services administration or client servicing who enjoys working in a structured, fast-paced environment and is keen to develop within a supportive organisation. The Opportunity As a Client Service Team Associate, you will play a central role in supporting advisers and ensuring the smooth delivery of client services across the business. You will be responsible for a range of core servicing and administrative tasks, ensuring accuracy, efficiency and excellent client outcomes at all times. Your responsibilities will include: • Producing portfolio reports and pre-meeting documentation for advisers • Reviewing and correcting client cash accounts • Submitting and implementing new business applications as instructed • Maintaining and updating accurate client records across systems such as Intelliflo and Concert Hub • Managing your own workflow and prioritizing tasks effectively • Supporting advisers, paraplanners and internal teams with ongoing client servicing requirements • Escalating issues appropriately to the Team Leader where required • Working collaboratively across departments to ensure a high standard of client service delivery • Ensuring all work is completed in line with service levels, compliance standards and regulatory requirements • Supporting wider business operations as required Requirements • Previous experience in administration or client servicing, ideally within financial services • Strong organisational and time management skills • Excellent attention to detail and accuracy • Ability to manage multiple tasks and deadlines effectively • Strong written and verbal communication skills • Confident using Microsoft Office and other systems • Ability to work well under pressure in a fast-paced environment • A proactive, team-oriented and dependable approach • Willingness to learn and develop within the role What's on Offer • Competitive salary depending on experience • Discretionary bonus of up to 12% • 32 days annual leave including bank holidays • Private Medical Insurance • Income Protection and Life Assurance • Company pension scheme with employer contributions up to 5% • Flexible working arrangements and hybrid options • Buy/Sell holiday scheme • Season ticket loan and green travel initiatives • Employee benefits platform • Ongoing training and professional development support • Opportunity to join a growing and well-established financial planning organisation • Clear exposure to wider business operations and career development pathways Why This Opportunity Stands Out This is an excellent opportunity to join a professional and forward-thinking financial planning business that places a strong emphasis on client service, teamwork and continuous improvement. You will be part of a collaborative environment where accuracy, accountability and development are genuinely valued, with access to strong benefits and long-term career progression opportunities. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions

HOT OFF THE PRESS - BRAND NEW ROLE TODAY Paraplanner vacancy City of London - Chartered IFA firm Working with HNW & UHNW clients - £1m on average Up to £48k basic salary plus benefits 2 years of solid paraplanning required as a minimum 3 days in the office per week Working in a pod with 3 established advisers My client are a Chartered independent wealth planning firm with offices in the City of London (nearest Tube is Moorgate) who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK totalling £4bn AUM. They have ambitions to grow the business to £8bn and double their advisers from 50 - 100. Due to an internal promotion to an adviser role, the Paraplanning Manager is seeking a technically strong Paraplanner who is level 4 qualified and has 2 solid years of experience working within a whole of market advice firm. You will be working in a pod of 3 advisers who look after clients with £500k to £1m of assets on average but with the top clients holding £5m+. You will be comfortable with writing technical reports on pensions, investments, IHT, trusts, cashflow modelling, estate planning amongst other areas. Full study support will be offered towards your Chartered exams. If this role sounds of interest or any other roles I am working on please get in touch.

Paraplanner - Award-Winning Wealth Management Firm, Full Study Support £45K - £50K Base + bonus, benefits & funded exams London (Hybrid) Our client is a well-established, growing wealth management firm with an outstanding reputation for looking after private clients, professionals, and business owners. Due to a busy and expanding advice team, they are looking for a capable Paraplanner who wants to build a long-term career in a firm that genuinely invests in its people. If you're a Paraplanner who's technically solid, takes pride in the quality of your reports, and wants a firm that will fund your exams and develop you towards senior paraplanning or Chartered status, this is a role worth a conversation. Plenty of firms talk about development - this one delivers it. Every exam is funded, study leave is generous, and there's a clear internal framework for progression to Senior Paraplanner. The team is friendly, collaborative, and turnover is genuinely low, which tells you everything about the culture. You'll join a close-knit paraplanning team supporting a group of experienced Advisers. You'll take ownership of cases from research through to report, with real variety across pensions, investments, protection, and IHT planning. You won't be a report-writing machine churning out templates - the Advisers here want your input, and the good ideas get heard. The Role Producing clear, compliant suitability reports across a broad range of advice areas Technical research and product analysis using industry-leading tools Cashflow modelling to support long-term client planning Preparing meeting packs and supporting Advisers ahead of client reviews Liaising with providers and working alongside Administrators to keep cases moving Contributing to the ongoing improvement of templates and processes What They're Looking For Paraplanning experience within an IFA or wealth management environment Working towards or holding the Level 4 Diploma in Financial Planning (full support provided to complete it) Solid technical knowledge across pensions and investments Strong written communication - you take pride in a well-crafted report Organised, accurate, and comfortable managing your own caseload A team player who enjoys being part of a supportive office What's On Offer £45K - £50K base plus discretionary bonus Fully funded exams, study leave, and a structured progression path Hybrid working with a modern, central London office Pension, private medical, and a strong wider benefits package A stable firm with low turnover and a genuinely supportive culture If this role is of interest, please send your CV to Joanna at Financial Divisions.

Fully Chartered IFA Firm Established Client Bank Strong Lead Flow Clear Progression A highly respected, fully Chartered Independent Financial Advisory firm with multiple UK offices is seeking an experienced Chartered Financial Planner to join its London team. This is a rare opportunity to join a well-established, professional financial planning business with a strong infrastructure, high-quality client base and a consistent flow of new business opportunities. The firm is known for its ethical approach, technical excellence and commitment to delivering truly independent, client-focused financial advice. This role offers an excellent platform for an experienced Chartered Planner who is looking to focus on delivering high-quality holistic advice while building long-term client relationships within a supportive and highly professional environment. The Opportunity You will join a firm with a strong reputation in the market for delivering bespoke financial planning solutions to private individuals, families and business owners. With both an established client base to inherit and ongoing firm-generated enquiries, you will be well positioned to focus on client relationships and advice delivery from day one. The role also offers the opportunity to contribute to the wider development of the business, with scope for involvement in mentoring, collaboration and future leadership responsibilities. Your responsibilities will include: • Managing and developing an established portfolio of clients, including those transitioning from other advisers • Delivering holistic, independent financial planning advice across pensions, investments, retirement planning and tax strategies • Building long-term relationships with clients and their families • Identifying and developing new business opportunities through referrals, networking and firm-generated leads • Maintaining the highest standards of compliance, ethics and professionalism • Collaborating with internal paraplanning and support teams to ensure excellent client outcomes • (Where appropriate) Supporting junior advisers or paraplanners through mentoring or informal leadership Requirements • Chartered Financial Planner status (essential) • Previous experience in a Financial Adviser or Financial Planning role • Strong technical knowledge across holistic financial planning areas • Excellent client relationship and communication skills • A professional, ethical and client-first approach • Proven ability to develop and grow client relationships • Experience working with high-quality private clients • Leadership or mentoring experience is advantageous but not essential What's on Offer • Salary up to £75,000 depending on experience • Competitive bonus structure • Established client bank and strong ongoing lead flow • Fully Chartered and highly reputable financial planning firm • Excellent paraplanning and administrative support • Clear progression opportunities within a growing business • Supportive, collaborative and professional working environment • Opportunity to play a key role in a well-established advisory team Why This Opportunity Stands Out This is an excellent opportunity for a Chartered Financial Planner seeking to join a high-quality, fully Chartered firm where technical excellence, client service and long-term relationships are genuinely valued. With access to an established client base, strong internal lead generation and a highly supportive infrastructure, this role provides an outstanding platform for continued success and long-term career development. To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions or send your CV to Ryan at Financial Divisions

BRAND NEW VACANCY - Senior Paraplanner vacancy Boutique Wealth Management Firm Sevenoaks (Kent) £48k - £50k basic salary plus benefits 3 days in the office per week after onboarding/training My client are a Chartered independent wealth planning firm with offices in Sevenoaks (Kent). They offer whole of market financial advice to HNW Kent based retirees, accumulators, local families and SME owners based across. They give advice on pensions, investments, tax planning, IHT, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 25+ years. An average client has £900k - £1m invested but the top clients have £5m+. The MD is creating a brand-new role for a Paraplanner You will be ideally studying towards your level 4 diploma, pr have achieved this already either via CII or CISI or LIBF and keen to further enhance your technical knowledge with ongoing CPD work. Knowledge of Intelligent Office and Voyant cashflow modelling tools will be highly advantageous. You will be responsible for end-to-end report writing, technical analysis, all appropriate research to find the best solutions for clients and thereafter aiding the advisers with compiling the most appropriate advice. You will have the opportunity to attend client meetings if you choose to, but there isn't a route to advising for a minimum of 3 - 4 years. If this role sounds of interest or any other roles I am working on please get in touch.

Independent Financial Adviser St Albans Circa £60,000 + Bonus £30m AUM Handover A rare and genuinely compelling opportunity has arisen with one of the most well-regarded independent wealth management firms in the Home Counties. Due to a planned retirement, my client is looking to appoint an experienced IFA to inherit a substantial, loyal client portfolio with an AUM of approximately £30 million. This is not a cold start - you will step into a well-established book with strong ongoing advice fee income, quality clients, and full continuity of relationship. The Firm Independent, ethical, and long-standing - this is a firm built on doing things the right way. They have a robust compliance culture, excellent infrastructure, and a genuine commitment to both client outcomes and adviser development. Full paraplanning and administrative support are in place, so your time is spent where it matters most: with clients. The Role Take ownership of an inherited portfolio of approximately £30m AUM Deliver holistic, independent financial planning advice across a high-quality client base Build lasting client relationships and identify opportunities for further growth Work collaboratively with internal support teams to ensure a seamless client experience Maintain up-to-date knowledge of regulatory requirements, market developments and product landscape About You 3 to 5 years' experience delivering regulated financial advice Level 4 Diploma in Regulated Financial Planning as a minimum Strong client relationship skills with a genuinely client-centric approach Commercially minded, proactive and committed to delivering consistent, high-quality advice Looking for long-term stability and progression within a well-respected firm What Is on Offer Basic salary circa £60,000 Attractive bonus and commission structure Immediate inheritance of a quality client bank (approx. £30m AUM) Full paraplanning and administrative support Long-term career progression A supportive, collaborative culture with a strong market reputation If you are an experienced adviser ready to step into a role with immediate AUM, a clear long-term future, and a firm that genuinely invests in its people, I would very much like to hear from you. Contact Joanna Clark in confidence.

Employed Financial Adviser - Premium Clients Provided Accelerate Your Earnings & Influence with a High-Growth Wealth Management Practice Henley-on-Thames Up to £70,000 Basic + Uncapped Bonus Structure (OTE £100k+) + Exceptional Benefits Step Into a High-Value Client Bank and Build a Powerful Advisory Career An ambitious, fast-scaling wealth management practice is searching for a commercially driven, diploma-qualified Financial Adviser ready to elevate their career to the next level. Since launching in 2017, the firm has grown rapidly to oversee more than £130m in client assets, earning an outstanding reputation for delivering sophisticated, relationship-led financial planning to affluent individuals, families, and professionals. Now entering an exciting new phase of expansion - including the launch of a new office and continued regional growth - the business is offering a rare opportunity to inherit a substantial, revenue-generating client portfolio from day one while benefiting from a consistent flow of inbound opportunities. If you are a dynamic adviser who thrives on client engagement, relationship building, and converting opportunity into revenue, this role offers the platform, infrastructure, and momentum to significantly increase your earnings and influence. The Opportunity This is not a role where you are expected to build from scratch. You will inherit an established bank of approximately 150-200 existing clients, giving you immediate access to recurring income opportunities and a warm platform for further growth. Supported by an experienced paraplanning and administration team, your focus will be firmly on what you do best - advising clients, deepening relationships, uncovering opportunities, and generating new business. You will deliver holistic financial planning advice across investments, pensions, protection, and estate planning while capitalising on firm-generated enquiries and referrals. For ambitious advisers with strong commercial instincts, this is a genuine opportunity to build a highly lucrative long-term career within a progressive and entrepreneurial practice. What You'll Be Doing Take ownership of an established client portfolio of 150-200 households Conduct high-quality annual reviews and ongoing planning meetings Deliver holistic advice across pensions, investments, protection, and estate planning Maximise opportunities within the existing client bank through cross-referrals and additional planning needs Convert warm inbound enquiries and firm-generated leads into new business revenue Build long-term trusted relationships with affluent clients and their families Work closely with paraplanners and administrators to deliver a premium client experience Maintain compliant and accurate client documentation aligned with FCA standards What Success Looks Like Conducting approximately 10-15 client meetings per week Consistently identifying and converting new planning opportunities Building strong recurring revenue streams from your inherited clients Delivering exceptional client outcomes and long-term retention Becoming a key revenue-generating adviser within a growing regional practice What We're Looking For Level 4 Diploma qualified in Financial Planning as a minimum Minimum 2 years' experience as a Financial Adviser post-qualification Currently FCA approved Strong technical knowledge across pensions, investments, and protection A highly professional and consultative approach to client relationships Strong commercial awareness and a natural ability to identify opportunities Self-motivated, ambitious, and target-driven Excellent interpersonal and presentation skills Highly Desirable Chartered status or working towards Chartered Financial Planner Experience in cashflow modelling, inheritance tax planning, or later-life advice Experience advising business owners, professionals, or HNW clients Knowledge of the Thames Valley / Berkshire market What's on Offer Basic salary up to £70,000 depending on experience Uncapped bonus structure with 10% of Initial Advice Fees on all new business written Immediate access to a valuable and established client bank Ongoing inbound enquiries and lead generation support Full paraplanning and administration support Matched pension contributions Private medical insurance Income protection and death in service cover Laptop and full support infrastructure Clear long-term progression within a highly ambitious and expanding business This is an outstanding opportunity for a relationship-focused Financial Adviser who wants to inherit quality clients, maximise earnings potential, and join a business with genuine momentum and long-term ambition. To apply confidentially or find out more, contact Ryan at Financial Divisions.

Paraplanner/Junior Financial Planner Route to adviser with full training and support Wealth Management Firm near Newbury Basic salary £35k - £45k (depending on experience) Hybrid working is available once up and running My client is an independent financial advice business in Berkshire who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £200k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you. The Managing Director is creating a brand-new role within the business for a Paraplanner with a definitive route to being an adviser, or they will consider a very progressive administrator who is studying for their exams. They are open to recruiting a junior candidate or an experienced individual who is well versed on end to end admin in a wealth planning firm. You will ideally have knowledge of a number of platforms such as Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer between £35k - £47k basic salary depending on your experience levels. They would like someone to be office based to begin with but then you can WFH a few days per week once you are established. If this role sounds of interest or any other roles I am working on please get in touch. For more details please contact Peter Fozard at Financial Divisions.

Boutique Wealth Planning Firm HNW & Expat Clients Flexible Working A well-established boutique wealth planning firm based in Leatherhead is seeking an experienced Financial Administrator to join their close-knit team, working directly alongside two high-billing advisers. This is a fantastic opportunity for a technically capable administrator who wants to work in a genuinely interesting and varied environment - supporting complex, high-quality client cases across pensions, investments, tax planning, and esoteric schemes. This is a specialist firm with a broad and sophisticated client base, including HNW retirees, accumulators, local families, and SME owners based across the UK, Europe, and the USA. They have a particular strength in serving high-net-worth expat clients with complex, multi-jurisdictional financial affairs. Client portfolios range from £200,000 through to multiple millions - so no two cases are the same. Provide end-to-end financial administration support to two established advisers Process new business and manage ongoing client administration efficiently and accurately Handle a varied caseload spanning pensions, investments, tax planning, and esoteric schemes Support the management of complex client affairs, including multi-jurisdictional cases where relevant Ensure all administration is handled to the highest professional standards throughout Solid experience within a financial planning or IFA practice - essential Strong working knowledge of pensions, investments, tax planning, and esoteric schemes Experience with expat or multi-jurisdictional clients is highly advantageous, though full training will be provided Highly organised, detail-oriented, and able to manage a varied and demanding workload A professional, proactive approach with strong communication skills Basic salary of £35,000 Competitive benefits package Office-based initially, with a move to flexible and hybrid working over time Full induction and training provided, including on expat and cross-border client matters The chance to work within a specialist, high-quality firm handling genuinely complex and interesting cases If this role sounds of interest, or you would like to hear about other opportunities I am currently working on, please get in touch in confidence. Contact Joanna Clark at Financial Divisions.

A prestigious and fast-growing wealth management division, operating within a well-respected mid-tier professional services firm, is seeking a talented Investment Manager to play a central role in shaping and strengthening its investment proposition. This is not a traditional client relationship role. It is an investment-first position for someone who is genuinely passionate about research, portfolio construction, and strategic thinking - and who wants to make a meaningful impact on how a high-quality firm serves its high-net-worth client base. The Firm The firm currently oversees circa £400 million in Assets Under Management and is on a strong growth trajectory, with long-term investment in its people, proposition, and technology. You will be joining a highly skilled team and working closely with the Chief Investment Officer and senior leadership, as well as a team of experienced Financial Planners who rely on the quality of the investment function to deliver exceptional client outcomes. The Role Lead and contribute to the research, design, and ongoing refinement of in-house investment solutions in close partnership with the CIO Support the evolution of the firm's broader investment strategy and proposition Collaborate with Financial Planners to deliver tailored, evidence-based portfolios for high-net-worth clients Provide investment insight to support client acquisition, retention, and business development activity Monitor global markets, economic trends, and portfolio performance to inform decision-making Represent the investment function externally where required Work alongside the marketing team to produce engaging, high-quality investment content and materials About You Background in wealth management, discretionary investment management, or financial planning Genuine passion for investments, markets, and portfolio construction Approximately 4 to 5 years' experience within financial services Relevant qualifications such as IMC, CISI, or CII Strong analytical capability combined with clear, confident communication skills A collaborative mindset and the ability to work effectively with advisers and senior stakeholders at all levels What Is on Offer Salary up to £90,000 depending on experience Comprehensive benefits package Significant long-term career progression within a highly regarded and growing business A genuine seat at the table in shaping the firm's investment future If you are an investment-focused professional ready to take the next step in a forward-thinking, ambitious environment, I would very much like to hear from you. Contact Joanna Clark in confidence.

Chartered IFA Firm 6 UK Offices Established Client Base Genuine Progression A highly respected, fully Chartered Independent Financial Advisory firm with six offices across the UK is looking for an experienced Chartered Financial Planner to join its London team. This is a rare opportunity to step into a well-established, professionally led environment with strong infrastructure, a high-quality inherited client base, and a genuine pipeline of new enquiries - giving you the platform to focus on what you do best. The Firm This is a firm built on technical excellence, ethical practice, and a genuine commitment to independent, client-centric advice. With Chartered status at firm level and a culture that reflects it, you will be joining a business where standards are high, support is genuine, and long-term careers are the norm rather than the exception. The Role Manage and develop an inherited portfolio of clients, including those transitioning from other advisers within the firm Deliver holistic, high-quality independent financial planning advice across a broad and established client base Build trusted, long-term relationships with clients and their families Contribute to business growth through professional referrals, networking, and firm-generated leads Maintain the highest standards of compliance, professionalism, and ethical practice throughout Where appropriate, provide mentoring or leadership support to junior advisers and paraplanners within the team About You Chartered Financial Planner status - essential Several years of experience in a financial planning or advisory role Strong relationship-building and communication skills A professional, ethical, and genuinely client-first approach Comfortable identifying and developing new business opportunities Management or leadership experience is highly advantageous Ambitious, collaborative, and looking to grow within a firm that will invest in you What Is on Offer Salary up to £75,000 plus bonus, aligned to experience and contribution An inherited client portfolio with a strong pipeline of new enquiries Full paraplanning and administrative support Clear progression pathways, including leadership opportunities A supportive, forward-thinking culture within a highly regarded Chartered firm Next Steps To find out more or to apply in confidence, please submit your CV and contact details and we will be in touch to arrange an initial conversation. Jo Clark, Financial Divisions.

A well-established and highly regarded Independent Financial Advice firm based in St Albans is seeking an experienced Senior Financial Administrator to join their growing team. This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role, with full support, development, and long-term career progression on offer. The Opportunity Working closely with Financial Advisers and Paraplanners, you will play a key role in supporting the delivery of high-quality financial planning services to clients. The firm is looking for someone ambitious, technically minded, and eager to continue developing within paraplanning. Key Responsibilities Providing high-level administrative support to Advisers and Paraplanners Preparing suitability report packs and client review documentation Managing new business processing across pensions, investments, and protection Liaising with providers and clients Processing fund switches, withdrawals, and policy servicing tasks Maintaining accurate client records and CRM systems Supporting the paraplanning team with research and report preparation Assisting with compliance and regulatory requirements About You Diploma qualified (Level 4) Previous experience within an IFA or wealth management environment Strong technical knowledge of pensions and investments Excellent organisational and communication skills High attention to detail Ambitious and motivated to progress into paraplanning What's on Offer Salary up to £40,000 Clear route into a Junior Paraplanner position Ongoing professional development and exam support Supportive and collaborative team environment Long-term career progression opportunities Opportunity to join a respected and growing IFA practice If you are looking to take the next step in your financial planning career within a supportive and forward-thinking business, we would love to hear from you.