Financial Divisions

We are presently supporting a forward-thinking Independent Wealth Management Firm in their recruitment of a IFA Administrator/Junior Paraplanner to join their team in London. Our client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As an IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and have the opportunity gain insight and further your experience in Paraplanning. Junior Paraplanner/IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well deal with client and or provider queries. Liaise with Platform providers and maintain the back-office system and client files. Processing fund switches and drawdowns and writing suitability reports. If you are an experienced IFA Administrator looking for a new role in 2023 that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits and be part of a great working environment then please send your CV to Sarah at Financial Divisions

Due to extreme growth of the Business, my client is looking to expand the Mortgage division by strengthening their mortgage Administration team. This is an exciting time of growth and will suit an experienced mortgage administrator who is passionate about delivering a first-class service Opportunity Highlights- Supporting exceptionally high billing Adviser Varied role -producing key facts illustrations for meetings, liaising with 3rd parties, collecting client documentation, tracking information , producing standard and suitability letters, AML Professional and sociable working environment with great team spirit Great company benefits Excellent offices to work in Hybrid working CeMAP study support and mentoring If you are an experienced Mortgage Administrator and would like further information, please send your cv to Camilla Howden.

The Festive Season is nearly upon us, and I am very keen to reach out to candidates looking to make a career move in the 1st quarter 2023. Therefore, if you are looking for a fresh challenge in wealth management within London and the surrounding areas, please do reach out, I'd be delighted to help you find your dream opportunity.We focus on assisting - IFA / Senior IFA Administrators Junior Paraplanners ( with RO exam success) Diploma Qualified & Chartered Paraplanners Team Leaders/Paraplanning Managers Career Paraplanners Paraplanner to Advisers Compliance professionals Mortgage Administrators Employed Financial AdvisersSo whether you are looking for salary advice prior to your annual review or are interested in discussing opportunities and clients we are working with, please reach out and call me or email Camilla Howden.

excellent opportunity with amazing benefits Are you an experienced IFA Administrator looking to join a thriving successful business where you will feel happy, included, and valued for your hard work and commitment? I am currently working with this highly respected award-winning independent boutique firm of Financial Planners and due to organic growth are looking to strengthen their Client Admin support team. Opportunity Highlights Supporting a small team of very successful high billing Advisers Delivery of an outstanding service to existing and new HNW clients with complex needs Responsibilities include PA and general admin tasks, client servicing, preparation for meetings, maintaining compliance following all AML procedures, collating Client agreements, fee scheduling Minimum of 2 years IFA admin experience CII Level 4 Diploma studies will be supported Excellent supportive management team To discuss this amazing opportunity please call Camilla Howden at Financial Divisions.

I have recently registered a new Senior Chartered Paraplanning role. My client is a highly regarded wealth management firm. Having grown from strength to strength and continuing on this upward trajectory, the y now requires a diploma qualified, Senior Paraplanner to working alongside the Head of Technical Services. You must be technically competent across various products such as pensions, pension transfers, investments, IHT, Estate planning. Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile, Rebalancing client investment portfolios, soft fact finds and preparation of annual reviews with clients. Working in a pod system, you are not just a Senior Paraplanner but play a pivotal role to the business as you will have direct contact with clients and work in a highly collaborative working environment where your recommendations and experience will be highly respected, and the opportunity to mentor more junior members of the team. If you are looking expand your paraplanning knowledge and work with dynamic and forward thinking IFA, then this may be the right opportunity for you. This could be a key turning point in your Paraplanner career to achieve your career ambitions. The company offers a fully hybrid working pattern and supports work/life balance. If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula Sloan.

I am currently recruiting for an Independent Wealth Management Firm who require an ambitious recent Graduate who is looking to carve out a career within Wealth Management. Strong academics, professional degree and great attitude is all you need! My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator, you will further your knowledge and skills and you will have the opportunity to step into a Trainee Paraplanner role at a point in the future and continue to develop your skills and knowledge further. You will be given full training and mentoring to help you achieve your career aspirations. You will be based in a support role, where you will be giving support to Advisers and Paraplanners and working across pensions, investments, and protection. Dealing with HNW clients, this role is an exciting opportunity for a graduate who is willing to start at the bottom and be supported to work your way up. Full study support and mentoring will be provided. The role is 4 days in the office and 1 day from home. If you are looking for a graduate, elementary opportunity in Wealth Management that can offer you full career progression and study support, with a client that can support your development, provide you with excellent benefits and just a great working environment to be part of then please send your CV to Ursula Sloan

My client is a successful Wealth Management IFA Firm based in London who are looking for an experienced Mortgage Administrator to join their close-knit team. Key responsibilities will be providing key facts Illustrations in advance of client meetings, liaise with lenders, insurance companies, solicitors and clients ensuring all requirements are met e.g., medical examinations, obtaining evidence of earnings, completion of any questionnaires, and recording and tracking these procedures on Intelligent Office. Deal with correspondence and produce standard letters and suitability letters, and check these against applications/illustrations. Liaise with product providers to ensure all applications are received and completed and attend to any outstanding requirements and submit applications with relevant Money Laundering requirements and any other supporting documentation. This is a fantastic opportunity working as a Mortgage Administrator with a highly regarded IFA Firm. Company offers a great company culture where reward and recognition is key to them being successful and maintaining low staff turnover. They provide excellent benefits and progression. If you are an experienced Mortgage Administrator, who loves what you do but looking for a new opportunity that support work/life balance, please do send your CV to Ursula Sloan at Financial Division

A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. You must be working towards your diploma qualification and my client will provide you with full study support to complete your diploma and support and train you to further develop your skills as a Paraplanner. You will be working closely with Advisers and Senior Paraplanner and as Junior Paraplanner/IFA Administrator duties include on-boarding new clients, producing illustrations, letters of valuations as well deal with client and or provider queries. Liaise with Platform providers and maintain the back-office system and client files. Processing fund switches and drawdowns and writing suitability reports across pensions, investments, and protection. If you are an experienced IFA Administrator/Junior Paraplanner, completed some of your RO exams and looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits including a generous bonus scheme that is guaranteed, then this role will help you achieve your career aspirations. If you are looking for a genuine Junior Paraplanner role and be wanting to be part of a great working environment working 4 days in office and 1 every Friday remotely, excellent bonus structure and full study support then please send your CV to Ursula Sloan at Financial Divisions

My client is a prestigious Private Bank based in London who due to expansion are looking for an experienced Associate/Junior Paraplanner to join their dynamic team. The role has become available due to an internal promotion and now looking to take on someone new that they can further develop and help achieve your career ambitions and aspirations. You must be working towards your diploma qualification, educated to degree level or equivalent and have excellent communication skills. My client will provide you with full study support to complete your diploma and develop your skills further as a technical Paraplanner. My client offers a structured career path for their employees, and you are encouraged to study your RO qualifications to become diploma qualified. As a experienced IFA Administrator/Junior Paraplanner, you will further your knowledge and skills and have the opportunity gain insight into Private Banking, where my client deals with UHNW clients and be able to further your experience and technical knowledge in Paraplanning. Due to the clients my clients deal with, you will be exposed to truly complex and technical cases. Junior Paraplanner/Associate Paraplanner duties include producing illustrations and valuations, preparation of annual reviews. Liaise with clients and Advisers and Processing fund switches and drawdowns and writing suitability reports across pensions, investments, IHT and estate planning. This is a fantastic opportunity where my client can support you with your progression in Wealth Management and offer you a hybrid working pattern, this is a genuine career for someone who is looking to continue to develop their knowledge and skills in Paraplanning with a Private Bank and deal with UHNW clients. If you are an experienced IFA Administrator/Junior Paraplanner looking to progress your career with a well-established and highly recognised Private Bank, completed some of your RO exams and now looking for a role that can offer you progression to a Paraplanner, with a client that can support your development, provide you with excellent benefits and be part of a great working environment with some of the best talent in the industry then please send your CV to Ursula Sloan at Financial Divisions.

Financial Planner - Near Sevenoaks (Kent), manage a book of longstanding HNW clients and generate some new business, £70k - £85k salary + equity share (OTE £100k+) Are you a qualified Financial Planner/Adviser who enjoys client interaction and providing a quality and transparent service, but don't enjoy the new business development side of the Adviser role, then this would be an excellent move for you. My client are an Independent Financial Advice firm based outside Sevenoaks in Kent. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and some Protections. The Managing Director has a long illustrious career in financial planning and financial advice and has built a reputation as a leading figure industry across the South-East with clients operating across London, Kent and Sussex having run several successful businesses. Their clients are a mix of working professionals, wealth accumulators, business executives, retirees and HNW families. Business is busier than ever moving into 2023, and my client has 300+ longstanding clients in their current setup, and this is growing through referrals and recommendations. They do not do any marketing activity whatsoever due to the excellent reviews they receive. My client is creating a brand-new role within the business for an established Financial Adviser with a background in an independent firm (although a restricted advice background will be considered). The successful candidate will be given clients to manage in the first instant but you will be expected to generate some new business as well. These clients are long standing and have considerable assets to be managed which more than covers an advisers' salary. You will be given a good flow of incoming leads for you to convert into new business. The role will be more office based to begin to allow you to get inducted into the business and but then some work from home can be discussed. You will have your Level 4 Diploma and ideally be looking to work towards your chartered status, but this is not essential but preferred. My client can offer a very secure and rewarding role, with an excellent benefits package and bonus structure. My client are looking to offer between £70k - £85k basic salary, commissions, bonus plus an equity share in the business. Independent Financial Adviser Based outside Sevenoaks, Kent You must hold your Level 4 Diploma Preferably working towards your chartered status Allocated clients to manage Full market independent financial advice Any new business you can bring is welcomed Part account management and part lead conversion Clients are retirees, HNW families and City professionals If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.

My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced Trainee Paraplanner who is passionate about what they do. This role will offer full career progression and support you in becoming a Paraplanner. You will be supporting the advisers in the Company with support across pensions, investments, and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writing basic suitability reports. This is an amazing opportunity to work with very talented and experienced Advisers, who are ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them. The Company offers excellent benefits and full study support to help you progress into a more technical Paraplanner role. Ideally you will be working towards your Level 4 diploma to be considered for this role, company offers full study support and progression. 3 days in the office and 2 days remotely plus unlimited holidays! If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions

Hybrid 2days in office My client is a dynamic and forward-thinking Independent Chartered IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator/Junior Paraplanner who is passionate about what they do. This role will offer full career progression and support you in becoming a Paraplanner. You will be supporting the adviser in the Company with technical support across pensions, investments, IHT, estate planning and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writing suitability reports. Intelligent Office (IO) experience would be an advantage. This is an amazing opportunity to work with very talented and experienced Adviser, is ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them. You will have full client exposure from attending meetings and building relationships with clients. The Company offers excellent benefits, very generous bonus, and full study support to help you progress into a more technical Paraplanner role. You must be working towards your Level 4 diploma to be considered for this role. If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions

Due to organic growth, my client has an exciting opportunity for an experienced Senior IFA Administrator to join the team. As a fundamental part of the financial planning process, you will be providing support to the Advisers and Paraplanners. As a Senior IFA Administrator/Relationship Manager, you will complete duties such as sending letters of Authority, dealing with 3rd party providers, arranging client meetings, preparation of meeting pack including illustrations and liaising with clients to ensure any queries are solved. You will be first point of contact for clients and arrange personal touch gestures for clients, like birthday gifts etc. The Company offers excellent benefits, fully collaborative environment, and a fun place to be where you are rewarded for your hard work. The role is 4 days in the office and 1 day from home. If this interests you and you'd like to find out more, please apply now and send your CV for Ursula Sloan at Financial Divisions , we can then discuss your career aspirations in more detail and ascertain if this is an opportunity you'd like to explore further. Recommend a friend - if you recommend a friend or colleague to us and we are successful in securing them a new role, we will give you £250 of High Street vouchers of your choice as a thank you.

My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator who is passionate about what they do. This role will offer full career progression and support you in becoming a Paraplanner. You will be supporting the advisers in the Company with support across pensions, investments, and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writing basic suitability reports. This is an amazing opportunity to work with very talented and experienced Advisers, who are ambitious and successful and will provide you with mentoring and you will be able to learn so much by working very closely with them. The Company offers excellent benefits and full study support to help you progress into a more technical Paraplanner role. You must be working towards your Level 4 diploma to be considered for this role. If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions.

I am recruiting for a fantastic new Opportunity, with a well-established, growing independent wealth management practice, with a strong footprint in the Industry and looking to continue to grow the business and require an ambitious, qualified and experienced technical Paraplanner who would like to progress to an Adviser within 2 years. My client is looking for an experienced Paraplanner who would like to transition into an Adviser. Supporting the Director with suitability reports, attending client meetings and getting to know the clients. Clients will be given to you when you are ready to become an Adviser, full mentoring and support provided. You will play a pivotal role in supporting the Adviser with producing suitability reports across pensions, investments, IHT, and estate planning. This is a very hands-on role, attending client meetings with Advisers, preparing annual reviews, cash flow modelling and research and recommendations. You will be attending client meetings and as you become more familiar with clients/process, you will take on more responsibilities with clients and conduct annual reviews and complete fact finds independently. The ideal candidate will be Level 4 diploma qualified and looking to gain their Chartered status. This is a great opportunity for a Paraplanner who would like to transition to an Adviser. The Company offers excellent benefits, great work/life balance and have cultivated a truly collaborative and supportive environment. Opportunities don't come about often where there is genuine progression to an Adviser so if you are an experienced Paraplanner looking for a Company that can progress you on your journey to becoming an Adviser, then look no further and apply now for immediate consideration. If you are looking for a new opportunity that can support your career in developing your technical skills further as a Paraplanner and provide you with mentoring to become an Adviser then please do email your CV to Ursula Sloan at Financial Divisions

IFA Administrator - leading to paraplanner role - Littlehampton - £28K-32K plus We have an opportunity for an experienced IFA Administrator who is interested in working towards their diploma in financial planning as they work towards becoming a Paraplanner. This boutique IFA practice based in Littlehamton West Sussex offers a comfortable working environment in a splendid office environment where you will work closely with a team of 4 Financial advisors and a Paraplanner who will both offer you responsibility and authority within your role and independence in your work, although they will of course offer a supporting hand when required. This company is well organized, progressive and has inhouse marketing, IT and Operations support functions which will allow you to focus on your role and your personal development. To apply for this role you must have previous experience of working in a financial advice or wealth management practice, be comfortable with face to face interaction with clients and a have an streak of independence. This business has a supportive family feel to the business and actively hires team players. You will have experience of using the Salesforce or similar CRM management tools, as well as various reporting and financial services software packages, experience of producing letters of authority and managing applications for new products and services (pensions, investments etc) on behalf of your clients and the Financial Advisors. You will also be responsible for managing clients review meetings (booking and attending) and regularly be interacting and chasing service providers and preparing reports on clients portfolios to be delivered in clients when required. The company in question offers their clients a holistic wealth management service, putting their clients' needs and interests above profit. They work collectively as a unit and, uniquely, offer a companywide bonus structure that has been paid every year that they have been running it. As they continue to expand and attract new clients due to their personable and customer focused service, there is a strong focus on hiring welcoming and charismatic people to their team. For more information on this opportunity, please contact Sarah Austin-Peggs at Financial Divisions

Following a huge increase in Business, my client, an independent firm of Financial Advisers providing full market advice are looking to offer this opportunity to a Diploma Qualified Adviser close to gaining Chartered Status. With Clients based in Surrey, Sussex and London, my client is eager to recruit a local individual as the role will be office based initially. Opportunity Highlights Business has been built on reputation with many long-standing relationships Clients include Professionals, Wealth Accumulators, Business Executives, Retirees and HNW families Advice is focussed across pensions, investments, Tax Planning, IHT, Trusts and Mortgage & Protection Clients will be provided to develop further referrals & recommendations Focus is to provide an honest and ethical holistic service without the hard sales focus Support provided to develop and build their Business Must be Diploma Qualified and ideally Chartered or close to achievement If you are currently working within a Private Client Management role providing holistic advice and are interested in this opportunity, please send your Cv through to Camilla Howden at Financial Divisions.

Paraplanner - Maidstone Based - Chartered IFA Firm - £45k - £60k including benefits package My client, who has offices across Kent with a highly experienced team of Employed Chartered Advisers are a Chartered wealth planning practice who have been operating for over 25 years. I have placed 3 members of staff in the business, and they maintain a very high level of staff satisfaction and low turnover. My client has an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators, business owners and families across Kent, Sussex & London. The business has its own DFM and investment portfolios and they do have an advice proposition for corporate clients. I am speaking directly to the Managing Director. Business is busier than ever with a growing number of new queries coming into their inboxes through referrals and recommendations and therefore do not need to do any marketing activities. Pensions Investment Savings Retirement Planning Estate Planning & IHT planning Powers of Attorney & Will Writing Divorce & Family Law Trust Planning Protections & Insurance Mortgages Corporate Advice - Employee Benefits The business has always maintained its independence operating as a stand along wealth management business and has not joined any large networks. The business has grown organically via recommendation and referral as opposed to acquisition. As a result of this ongoing success, a brand-new vacancy has been created by the Managing Director for a highly experienced Paraplanner. You will be working in a pooled environment of Paraplanners. However, the intention is that the holder of this role will work with one of the leading Advisers more so than the other advisers and work with the business's highest net worth clients. There may be instances where you sit in on meetings with the Advisers and be client facing. This role will be suitable for a Paraplanner who is diploma qualified and possibly or at least on your way to obtaining your diploma. If you are working towards your Chartered Status this would be highly advantageous. Full study will be given if you are undertaking your final exam. Salary: £45k - £60k (negotiable) 25 days annual leave + bank holidays (33 days) 37.5 hours per week (8.30 to 5 with hour for lunch) Pension contributions, death in service cover, medical cash plan If you are working within a Private Client Wealth Management role, providing holistic paraplanning support, then my client would like to talk to you. If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions

A well established and professional Wealth Management Firm are currently recruiting for an IFA Administrator to join their team in London. They are a well-established and dynamic IFA firm in the city and provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estate planning. You will be supporting Advisers and Paraplanners with the day-to-day administration of the Business including on-boarding process for clients, letters of valuations and chasing outstanding information, working across pensions, investments, and protection, and writing suitability reports across these areas. They work in a collaborative and transparent environment where every opinion matters, and hard work is rewarded! If you are looking to grow and develop your skills, this is an amazing opportunity with a great Company, dynamic and sociable team, and amazing offices to work in. They will offer full study support and help you in your career to achieve your goals. Company offers full progression and study support and support you to developing your skills towards transitioning into a Paraplanner role at a point in the future. The ideal candidate will have already gained 6 months in the Wealth Management industry or be more experienced and now looking for a progressive and challenging role. Full study support and progression provided. Please do send your CV to Ursula Sloan at Financial Divisions.

My client is an independent, chartered private wealth management firm with multiple offices based in the South and are proud to provide specialist financial planning advice to Private Clients, families and corporates and base their success on their reputation gained over the years. Due to the continuous success, they are now looking to recruit an employed Adviser to join them focussing on servicing many existing long-term clients. Opportunity Highlights Focus of this role is to continue working with existing Clients and any referrals and recommendations This role is focussed on Client interaction more than sales which is minimal Clients include city professionals, accumulators, retirees Advice provided focusses around pensions, investments, trusts, protection and estate planning This role requires a CII Level 4 Diploma and a minimum of 3 years solid wealth management experience providing holistic financial advice. To register your interest please send your cv to Camilla Howden for further information.