IFA Administrator Exeter Hybrid Working Salary up to £32,000 A well-established financial planning firm is looking to recruit an IFA Administrator to join its Exeter office. Working within a small and supportive administration team, you will provide essential support to Financial Advisers while helping to deliver an efficient and professional service to clients. This role would suit an experienced IFA Administrator; however, candidates with strong financial services administration experience and a genuine desire to develop within financial planning will also be considered. The position offers a salary of up to £32,000 , depending on experience, alongside hybrid working with three days per week in the Exeter office. The Role You will support advisers throughout the client journey, from preparing for meetings and processing new business through to completing annual reviews and ongoing pension and investment administration. Your responsibilities will include: Collating client information and preparing documentation ahead of adviser meetings Preparing annual review packs, basic client reports and supporting documentation Processing new business and top-up applications through provider platforms Checking that all required compliance documentation has been completed Processing Letters of Authority and requesting information from providers Handling pension and investment administration Processing fund switches, fund purchases and sales Arranging ad hoc income withdrawals and other client instructions Updating Intelligent Office with new business details and client information Uploading documentation and maintaining accurate, compliant client records Completing actions arising from annual review meetings Liaising with clients, advisers and product providers Responding to telephone and email enquiries professionally and promptly Preparing and sending client reports and correspondence Supporting colleagues during busy periods and assisting with ad hoc projects The Person Previous experience within an IFA or financial services environment would be highly advantageous, particularly if you have worked with provider platforms and processed new business. The successful candidate will be organised, accurate and comfortable managing multiple priorities while maintaining a high standard of client service. You will ideally bring: At least one year's experience within an IFA or financial services environment Experience using provider platforms Knowledge of new business processing Experience with Intelligent Office or Intelliflo Office would be advantageous Strong administrative and IT skills Excellent attention to detail Clear and professional written and verbal communication The ability to manage and prioritise your workload effectively A collaborative and supportive approach to teamwork The discretion required to handle confidential client information A reliable, adaptable and client-focused attitude This is an excellent opportunity to join an established financial planning business offering a supportive working environment, varied responsibilities and the chance to develop your experience within the IFA profession.
Sep 10, 2026
Full time
IFA Administrator Exeter Hybrid Working Salary up to £32,000 A well-established financial planning firm is looking to recruit an IFA Administrator to join its Exeter office. Working within a small and supportive administration team, you will provide essential support to Financial Advisers while helping to deliver an efficient and professional service to clients. This role would suit an experienced IFA Administrator; however, candidates with strong financial services administration experience and a genuine desire to develop within financial planning will also be considered. The position offers a salary of up to £32,000 , depending on experience, alongside hybrid working with three days per week in the Exeter office. The Role You will support advisers throughout the client journey, from preparing for meetings and processing new business through to completing annual reviews and ongoing pension and investment administration. Your responsibilities will include: Collating client information and preparing documentation ahead of adviser meetings Preparing annual review packs, basic client reports and supporting documentation Processing new business and top-up applications through provider platforms Checking that all required compliance documentation has been completed Processing Letters of Authority and requesting information from providers Handling pension and investment administration Processing fund switches, fund purchases and sales Arranging ad hoc income withdrawals and other client instructions Updating Intelligent Office with new business details and client information Uploading documentation and maintaining accurate, compliant client records Completing actions arising from annual review meetings Liaising with clients, advisers and product providers Responding to telephone and email enquiries professionally and promptly Preparing and sending client reports and correspondence Supporting colleagues during busy periods and assisting with ad hoc projects The Person Previous experience within an IFA or financial services environment would be highly advantageous, particularly if you have worked with provider platforms and processed new business. The successful candidate will be organised, accurate and comfortable managing multiple priorities while maintaining a high standard of client service. You will ideally bring: At least one year's experience within an IFA or financial services environment Experience using provider platforms Knowledge of new business processing Experience with Intelligent Office or Intelliflo Office would be advantageous Strong administrative and IT skills Excellent attention to detail Clear and professional written and verbal communication The ability to manage and prioritise your workload effectively A collaborative and supportive approach to teamwork The discretion required to handle confidential client information A reliable, adaptable and client-focused attitude This is an excellent opportunity to join an established financial planning business offering a supportive working environment, varied responsibilities and the chance to develop your experience within the IFA profession.
IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
Sep 10, 2026
Full time
IFA Administrator - Meriden, West Midlands Office Based £26,000-£34,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
IFA Administrator Bristol Hybrid Working Salary up to £32,000 A well-established financial planning firm is looking to recruit an IFA Administrator to join its Bristol office. Working within a small and supportive administration team, you will provide essential support to Financial Advisers while helping to deliver an efficient and professional service to clients. This role would suit an experienced IFA Administrator; however, candidates with strong financial services administration experience and a genuine desire to develop within financial planning will also be considered. The position offers a salary of up to £32,000 , depending on experience, alongside hybrid working with three days per week in the Bristol office. The Role You will support advisers throughout the client journey, from preparing for meetings and processing new business through to completing annual reviews and ongoing pension and investment administration. Your responsibilities will include: Collating client information and preparing documentation ahead of adviser meetings Preparing annual review packs, basic client reports and supporting documentation Processing new business and top-up applications through provider platforms Checking that all required compliance documentation has been completed Processing Letters of Authority and requesting information from providers Handling pension and investment administration Processing fund switches, fund purchases and sales Arranging ad hoc income withdrawals and other client instructions Updating Intelligent Office with new business details and client information Uploading documentation and maintaining accurate, compliant client records Completing actions arising from annual review meetings Liaising with clients, advisers and product providers Responding to telephone and email enquiries professionally and promptly Preparing and sending client reports and correspondence Supporting colleagues during busy periods and assisting with ad hoc projects The Person Previous experience within an IFA or financial services environment would be highly advantageous, particularly if you have worked with provider platforms and processed new business. The successful candidate will be organised, accurate and comfortable managing multiple priorities while maintaining a high standard of client service. You will ideally bring: At least one year's experience within an IFA or financial services environment Experience using provider platforms Knowledge of new business processing Experience with Intelligent Office or Intelliflo Office would be advantageous Strong administrative and IT skills Excellent attention to detail Clear and professional written and verbal communication The ability to manage and prioritise your workload effectively A collaborative and supportive approach to teamwork The discretion required to handle confidential client information A reliable, adaptable and client-focused attitude This is an excellent opportunity to join an established financial planning business offering a supportive working environment, varied responsibilities and the chance to develop your experience within the IFA profession.
Sep 10, 2026
Full time
IFA Administrator Bristol Hybrid Working Salary up to £32,000 A well-established financial planning firm is looking to recruit an IFA Administrator to join its Bristol office. Working within a small and supportive administration team, you will provide essential support to Financial Advisers while helping to deliver an efficient and professional service to clients. This role would suit an experienced IFA Administrator; however, candidates with strong financial services administration experience and a genuine desire to develop within financial planning will also be considered. The position offers a salary of up to £32,000 , depending on experience, alongside hybrid working with three days per week in the Bristol office. The Role You will support advisers throughout the client journey, from preparing for meetings and processing new business through to completing annual reviews and ongoing pension and investment administration. Your responsibilities will include: Collating client information and preparing documentation ahead of adviser meetings Preparing annual review packs, basic client reports and supporting documentation Processing new business and top-up applications through provider platforms Checking that all required compliance documentation has been completed Processing Letters of Authority and requesting information from providers Handling pension and investment administration Processing fund switches, fund purchases and sales Arranging ad hoc income withdrawals and other client instructions Updating Intelligent Office with new business details and client information Uploading documentation and maintaining accurate, compliant client records Completing actions arising from annual review meetings Liaising with clients, advisers and product providers Responding to telephone and email enquiries professionally and promptly Preparing and sending client reports and correspondence Supporting colleagues during busy periods and assisting with ad hoc projects The Person Previous experience within an IFA or financial services environment would be highly advantageous, particularly if you have worked with provider platforms and processed new business. The successful candidate will be organised, accurate and comfortable managing multiple priorities while maintaining a high standard of client service. You will ideally bring: At least one year's experience within an IFA or financial services environment Experience using provider platforms Knowledge of new business processing Experience with Intelligent Office or Intelliflo Office would be advantageous Strong administrative and IT skills Excellent attention to detail Clear and professional written and verbal communication The ability to manage and prioritise your workload effectively A collaborative and supportive approach to teamwork The discretion required to handle confidential client information A reliable, adaptable and client-focused attitude This is an excellent opportunity to join an established financial planning business offering a supportive working environment, varied responsibilities and the chance to develop your experience within the IFA profession.
Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.
Sep 10, 2026
Full time
Paraplanner Hybrid Up to £45K + Benefits Career Progression Company Overview Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence? Join one of the UK's leading independent wealth management firms, where you'll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role - it's a launchpad for long-term career growth. The Opportunity Salary up to £45,000 depending on experience Full-time, permanent position with hybrid working Join a progressive firm where paraplanning is recognised as a core professional function - not just a stepping stone Access structured CPD, exam support, and mentoring from senior technical professionals Your Role as a Paraplanner As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience. Key Responsibilities: Conduct in-depth research across pensions, investments, protection, and estate/IHT planning Draft bespoke suitability reports aligned to each client's goals and financial circumstances Analyse client portfolios and evaluate performance against risk profiles and benchmarks Contribute to the development of sophisticated strategies for HNW clients Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes Mentor and provide guidance to junior paraplanners and trainees What We're Looking For Level 4 Diploma in Regulated Financial Planning Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning Exceptional report-writing, research, and analytical skills A detail-oriented mindset with a commitment to accuracy and compliance A collaborative and proactive attitude, with a desire to continuously improve and grow Benefits Competitive salary up to £45,000 Hybrid working model (office & remote blend) Full support toward Chartered status or further exams Private healthcare, pension scheme, life assurance, and flexible benefits A modern, supportive working environment with strong peer networks Regular team events, technical workshops, and personal development sessions How to Apply If you're a Paraplanner who's ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm - apply now and discover what's possible in your career.
Independent Financial Adviser Manchester Hybrid Working Employed or Self-Employed Employed salary up to £75,000 plus bonus Are you an experienced Financial Adviser looking for the freedom to grow your client base without having to manage every administrative and technical aspect yourself? Ortus PSR is working with a progressive, planning-led wealth management firm seeking an Independent Financial Adviser to join its growing Manchester operation. This opportunity is available on either an employed or self-employed basis and would suit an adviser who combines high-quality financial planning with the commercial drive to develop new client relationships. You will receive comprehensive support from the firm's in-house paraplanning, administration, investment and marketing teams, allowing you to concentrate on advising clients, building relationships and growing your practice. The opportunity You will provide holistic financial planning advice to individuals, professionals, entrepreneurs and business owners, helping them make informed decisions across investments, pensions, retirement and wider financial planning. Alongside managing long-term client relationships, you will be expected to develop new business through referrals, professional connections, networking and the firm's lead-generation initiatives. This is not a role where an adviser is simply handed a static client bank. It is an opportunity for an established, commercially minded planner who wants to build something of genuine long-term value with the infrastructure and reputation of an established firm behind them. Your responsibilities Deliver holistic financial planning advice to new and existing clients. Conduct detailed client reviews and identify appropriate planning opportunities. Build and maintain trusted, long-term client relationships. Develop new business through referrals, networking, professional introducers and company-supported lead generation. Meet clients face-to-face and virtually, depending on their circumstances and preferences. Work closely with the firm's paraplanning, administration and investment teams to deliver consistently high standards. Keep clients informed of relevant legislative, taxation and market developments. Develop relationships with accountants, solicitors and other professional introducers. Contribute to seminars, professional events, social media and wider marketing activity. Maintain accurate records and uphold the firm's compliance, regulatory and client-service standards. What we are looking for You should be: Qualified to at least Level 4 Diploma standard in regulated financial planning, or an FCA-recognised equivalent. An experienced and competent Financial Adviser with a strong record of delivering suitable, client-focused advice. Able to demonstrate experience of attracting, converting and retaining clients. Commercially driven without compromising client outcomes. Confident developing relationships with professionals, entrepreneurs, business owners and private clients. An articulate and credible communicator, both in person and virtually. Comfortable using modern financial-planning technology and digital communication tools. Proactive, organised and capable of managing your own pipeline and client relationships. An existing client following or established network of professional introducers would be advantageous, although the strength of your business-development track record will also be considered. What the firm offers An employed salary of up to £75,000, plus performance-related earnings. Alternatively, a self-employed structure for advisers seeking greater autonomy and earnings potential. Hybrid working through the firm's Manchester operation. End-to-end support from experienced paraplanning, administration and investment teams. Access to the firm's marketing expertise and lead-generation programme. Established technology and systems, including Xplan. The backing of a trusted wealth management brand with an established market reputation. Ongoing technical and professional development. The opportunity to build a valuable client practice within a supportive business. A potential practice buyout arrangement, providing an agreed exit route and the opportunity to realise value from the client base you develop, subject to the firm's applicable terms. This opportunity would particularly suit an adviser who wants the autonomy to grow their own client base while benefiting from the support, infrastructure and credibility of an established wealth management firm. For a confidential discussion, contact Steve Auburn at Ortus PSR.
Sep 10, 2026
Full time
Independent Financial Adviser Manchester Hybrid Working Employed or Self-Employed Employed salary up to £75,000 plus bonus Are you an experienced Financial Adviser looking for the freedom to grow your client base without having to manage every administrative and technical aspect yourself? Ortus PSR is working with a progressive, planning-led wealth management firm seeking an Independent Financial Adviser to join its growing Manchester operation. This opportunity is available on either an employed or self-employed basis and would suit an adviser who combines high-quality financial planning with the commercial drive to develop new client relationships. You will receive comprehensive support from the firm's in-house paraplanning, administration, investment and marketing teams, allowing you to concentrate on advising clients, building relationships and growing your practice. The opportunity You will provide holistic financial planning advice to individuals, professionals, entrepreneurs and business owners, helping them make informed decisions across investments, pensions, retirement and wider financial planning. Alongside managing long-term client relationships, you will be expected to develop new business through referrals, professional connections, networking and the firm's lead-generation initiatives. This is not a role where an adviser is simply handed a static client bank. It is an opportunity for an established, commercially minded planner who wants to build something of genuine long-term value with the infrastructure and reputation of an established firm behind them. Your responsibilities Deliver holistic financial planning advice to new and existing clients. Conduct detailed client reviews and identify appropriate planning opportunities. Build and maintain trusted, long-term client relationships. Develop new business through referrals, networking, professional introducers and company-supported lead generation. Meet clients face-to-face and virtually, depending on their circumstances and preferences. Work closely with the firm's paraplanning, administration and investment teams to deliver consistently high standards. Keep clients informed of relevant legislative, taxation and market developments. Develop relationships with accountants, solicitors and other professional introducers. Contribute to seminars, professional events, social media and wider marketing activity. Maintain accurate records and uphold the firm's compliance, regulatory and client-service standards. What we are looking for You should be: Qualified to at least Level 4 Diploma standard in regulated financial planning, or an FCA-recognised equivalent. An experienced and competent Financial Adviser with a strong record of delivering suitable, client-focused advice. Able to demonstrate experience of attracting, converting and retaining clients. Commercially driven without compromising client outcomes. Confident developing relationships with professionals, entrepreneurs, business owners and private clients. An articulate and credible communicator, both in person and virtually. Comfortable using modern financial-planning technology and digital communication tools. Proactive, organised and capable of managing your own pipeline and client relationships. An existing client following or established network of professional introducers would be advantageous, although the strength of your business-development track record will also be considered. What the firm offers An employed salary of up to £75,000, plus performance-related earnings. Alternatively, a self-employed structure for advisers seeking greater autonomy and earnings potential. Hybrid working through the firm's Manchester operation. End-to-end support from experienced paraplanning, administration and investment teams. Access to the firm's marketing expertise and lead-generation programme. Established technology and systems, including Xplan. The backing of a trusted wealth management brand with an established market reputation. Ongoing technical and professional development. The opportunity to build a valuable client practice within a supportive business. A potential practice buyout arrangement, providing an agreed exit route and the opportunity to realise value from the client base you develop, subject to the firm's applicable terms. This opportunity would particularly suit an adviser who wants the autonomy to grow their own client base while benefiting from the support, infrastructure and credibility of an established wealth management firm. For a confidential discussion, contact Steve Auburn at Ortus PSR.
Financial Adviser Salary up to £100,000 London We're seeking an experienced Independent Financial Adviser to take ownership of an established book of business worth £20 million assets under management clients based in London. This is a rare opportunity to step into a relationship-led advisory role with a strong existing client base, supported by a thriving multi-office practice. This isn't a green book-it's a wealth development opportunity. Your clients are already engaged, established relationships are in place, and your primary focus will be on deepening advice, growing these relationships, and expanding assets under management organically. What You'll Do Own the client relationships: Lead all advisory interactions with your inherited client base across pensions, investments, retirement planning, and wealth management Develop the book: Identify opportunities for cross-selling, additional services, and referral growth from an engaged base Deliver holistic advice: Leverage the firm's full suite of services-pension planning, investment management, inheritance tax planning, protection, and later-life planning Drive outcomes: Use the firm's Personal Value Statement methodology to demonstrate measurable advice value to clients Collaborate: Work within a supportive, award-winning practice with a track record of adviser retention and investment in professional development What We're Looking For Relationship-first mindset: You build deep client relationships and believe in long-term partnership Experience with affluent clients: Comfortable managing complex family finances, trusts, business owner planning, and multi-generational wealth Business acumen: Entrepreneurial drive to grow your book and understand the commercial side of advisory Track record: Experince as amindependent financial advice with evidence of client satisfaction and growth Why Join Established practice: Operating across three locations with 70+ team members, FT Adviser Top 100 recognised Award-winning culture: Recent wins including Verve Awards and Money Marketing recognition Adviser investment: Strong professional development, support, and a genuine commitment to avoiding adviser churn Back-office support: Dedicated paraplanners, technical expertise, and operations team to support your practice Independence: Full independence-no commission bias, whole-of-market advice, genuine client-first approach Growth opportunity: Clear path to grow your book, develop junior advisers, and progress into leadership if desired The Practice Our client is a thriving independent financial advice firm with a reputation for relationship-led, outcomes-focused planning. They operate across multiple locations and work with professionals, business owners, and private clients building long-term wealth. The firm is known for: Client satisfaction and retention (95%+ retention rates) Evidence-based advice supported by Personal Value Statements Investment in adviser careers and professional development Multi-disciplinary approach (pensions, investments, tax, protection, estate planning) Commitment to diversity and inclusive working AUM: £20 million Client profile: Mix of professionals, business owners, and private clients; predominantly affluent, relationship-engaged
Sep 09, 2026
Full time
Financial Adviser Salary up to £100,000 London We're seeking an experienced Independent Financial Adviser to take ownership of an established book of business worth £20 million assets under management clients based in London. This is a rare opportunity to step into a relationship-led advisory role with a strong existing client base, supported by a thriving multi-office practice. This isn't a green book-it's a wealth development opportunity. Your clients are already engaged, established relationships are in place, and your primary focus will be on deepening advice, growing these relationships, and expanding assets under management organically. What You'll Do Own the client relationships: Lead all advisory interactions with your inherited client base across pensions, investments, retirement planning, and wealth management Develop the book: Identify opportunities for cross-selling, additional services, and referral growth from an engaged base Deliver holistic advice: Leverage the firm's full suite of services-pension planning, investment management, inheritance tax planning, protection, and later-life planning Drive outcomes: Use the firm's Personal Value Statement methodology to demonstrate measurable advice value to clients Collaborate: Work within a supportive, award-winning practice with a track record of adviser retention and investment in professional development What We're Looking For Relationship-first mindset: You build deep client relationships and believe in long-term partnership Experience with affluent clients: Comfortable managing complex family finances, trusts, business owner planning, and multi-generational wealth Business acumen: Entrepreneurial drive to grow your book and understand the commercial side of advisory Track record: Experince as amindependent financial advice with evidence of client satisfaction and growth Why Join Established practice: Operating across three locations with 70+ team members, FT Adviser Top 100 recognised Award-winning culture: Recent wins including Verve Awards and Money Marketing recognition Adviser investment: Strong professional development, support, and a genuine commitment to avoiding adviser churn Back-office support: Dedicated paraplanners, technical expertise, and operations team to support your practice Independence: Full independence-no commission bias, whole-of-market advice, genuine client-first approach Growth opportunity: Clear path to grow your book, develop junior advisers, and progress into leadership if desired The Practice Our client is a thriving independent financial advice firm with a reputation for relationship-led, outcomes-focused planning. They operate across multiple locations and work with professionals, business owners, and private clients building long-term wealth. The firm is known for: Client satisfaction and retention (95%+ retention rates) Evidence-based advice supported by Personal Value Statements Investment in adviser careers and professional development Multi-disciplinary approach (pensions, investments, tax, protection, estate planning) Commitment to diversity and inclusive working AUM: £20 million Client profile: Mix of professionals, business owners, and private clients; predominantly affluent, relationship-engaged
Independent Financial Adviser Launceston, Cornwall Up to £75,000 + £5,000 Car Allowance employed Home/remote-based with office access Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice? Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA. You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best. This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings. The Role Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team Arrange meetings with corporate and individual clients - in-office, at clients' homes or business premises, or virtually via Microsoft Teams Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas Deliver accurate management information as required What We're Looking For Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways A track record of attracting new clients and growing a client bank through relationships What's On Offer Support to build your client base and future practice value End-to-end, in-house client journey support - full DIS, admin and paraplanning A client-centric proposition and trusted brand reputation, with a strong learning and development culture An in-house investment platform for efficient, cost-effective client solutions Consultative marketing support Access to Lead geenraiton tools Market-leading back-office and point-of-sale technology Full administration support
Sep 09, 2026
Full time
Independent Financial Adviser Launceston, Cornwall Up to £75,000 + £5,000 Car Allowance employed Home/remote-based with office access Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice? Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA. You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best. This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings. The Role Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team Arrange meetings with corporate and individual clients - in-office, at clients' homes or business premises, or virtually via Microsoft Teams Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas Deliver accurate management information as required What We're Looking For Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways A track record of attracting new clients and growing a client bank through relationships What's On Offer Support to build your client base and future practice value End-to-end, in-house client journey support - full DIS, admin and paraplanning A client-centric proposition and trusted brand reputation, with a strong learning and development culture An in-house investment platform for efficient, cost-effective client solutions Consultative marketing support Access to Lead geenraiton tools Market-leading back-office and point-of-sale technology Full administration support
Senior Paraplanner - Torquay Torquay £45,000-£50,000 Hybrid working, 2 days form home - based in the Torquay office, with one day a week in the Taunton office An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Torquay. This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice. The position would suit an experienced, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process. The role You will: Work closely with Financial Planners to develop appropriate financial planning strategies Produce clear, technically accurate and compliant suitability reports Use cashflow modelling and scenario planning to illustrate different client outcomes Undertake detailed research across pensions, investments, protection and tax planning Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress Provide technical input and challenge recommendations where appropriate Support more complex financial planning cases involving multiple areas of advice Prepare the documentation required for new business and changes to existing arrangements Liaise with clients, providers and colleagues to obtain information and resolve technical queries Maintain accurate CRM records and ensure cases progress efficiently Keep informed of relevant regulatory, taxation and product developments Support less experienced colleagues and contribute to improvements across the paraplanning function About you You will need: Strong experience working as a Paraplanner within a financial planning or wealth management business The CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification Good technical knowledge across pensions and investments Experience producing detailed suitability reports and working on more complex advice cases A clear understanding of FCA requirements and the importance of delivering good client outcomes The ability to interpret complex information and communicate it clearly Experience using financial planning software, cashflow modelling tools and CRM systems Strong analytical, organisational and problem-solving skills Excellent attention to detail and pride in producing consistently high-quality work The confidence to question information, identify potential issues and contribute ideas Progress towards Chartered status would be welcomed, although it is not essential. What's on offer Salary of £45,000-£50,000, depending on experience A role based in Torquay, with one day a week in the Taunton office Support with further professional qualifications and progression towards Chartered status The opportunity to work on varied and technically interesting client cases A collaborative working environment with experienced Financial Planners and Paraplanners Genuine scope to influence the advice process rather than operating solely as a report writer A comprehensive employee benefits package Clear opportunities for continued professional development and career progression This is an excellent opportunity for an experienced Paraplanner who wants greater technical involvement, exposure to more sophisticated financial planning work and a long-term career within a well-established business.
Sep 09, 2026
Full time
Senior Paraplanner - Torquay Torquay £45,000-£50,000 Hybrid working, 2 days form home - based in the Torquay office, with one day a week in the Taunton office An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Torquay. This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice. The position would suit an experienced, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process. The role You will: Work closely with Financial Planners to develop appropriate financial planning strategies Produce clear, technically accurate and compliant suitability reports Use cashflow modelling and scenario planning to illustrate different client outcomes Undertake detailed research across pensions, investments, protection and tax planning Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress Provide technical input and challenge recommendations where appropriate Support more complex financial planning cases involving multiple areas of advice Prepare the documentation required for new business and changes to existing arrangements Liaise with clients, providers and colleagues to obtain information and resolve technical queries Maintain accurate CRM records and ensure cases progress efficiently Keep informed of relevant regulatory, taxation and product developments Support less experienced colleagues and contribute to improvements across the paraplanning function About you You will need: Strong experience working as a Paraplanner within a financial planning or wealth management business The CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification Good technical knowledge across pensions and investments Experience producing detailed suitability reports and working on more complex advice cases A clear understanding of FCA requirements and the importance of delivering good client outcomes The ability to interpret complex information and communicate it clearly Experience using financial planning software, cashflow modelling tools and CRM systems Strong analytical, organisational and problem-solving skills Excellent attention to detail and pride in producing consistently high-quality work The confidence to question information, identify potential issues and contribute ideas Progress towards Chartered status would be welcomed, although it is not essential. What's on offer Salary of £45,000-£50,000, depending on experience A role based in Torquay, with one day a week in the Taunton office Support with further professional qualifications and progression towards Chartered status The opportunity to work on varied and technically interesting client cases A collaborative working environment with experienced Financial Planners and Paraplanners Genuine scope to influence the advice process rather than operating solely as a report writer A comprehensive employee benefits package Clear opportunities for continued professional development and career progression This is an excellent opportunity for an experienced Paraplanner who wants greater technical involvement, exposure to more sophisticated financial planning work and a long-term career within a well-established business.
Senior Paraplanner - Exeter Exeter £45,000-£50,000 Hybrid working 2 days from home - based in the Exeter office, with one day a week in the Taunton office An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Exeter. This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice. The position would suit an experienced, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process. The role You will: Work closely with Financial Planners to develop appropriate financial planning strategies Produce clear, technically accurate and compliant suitability reports Use cashflow modelling and scenario planning to illustrate different client outcomes Undertake detailed research across pensions, investments, protection and tax planning Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress Provide technical input and challenge recommendations where appropriate Support more complex financial planning cases involving multiple areas of advice Prepare the documentation required for new business and changes to existing arrangements Liaise with clients, providers and colleagues to obtain information and resolve technical queries Maintain accurate CRM records and ensure cases progress efficiently Keep informed of relevant regulatory, taxation and product developments Support less experienced colleagues and contribute to improvements across the paraplanning function About you You will need: Strong experience working as a Paraplanner within a financial planning or wealth management business The CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification Good technical knowledge across pensions and investments Experience producing detailed suitability reports and working on more complex advice cases A clear understanding of FCA requirements and the importance of delivering good client outcomes The ability to interpret complex information and communicate it clearly Experience using financial planning software, cashflow modelling tools and CRM systems Strong analytical, organisational and problem-solving skills Excellent attention to detail and pride in producing consistently high-quality work The confidence to question information, identify potential issues and contribute ideas Progress towards Chartered status would be welcomed, although it is not essential. What's on offer Salary of £45,000-£50,000, depending on experience A role based in Exeter, with one day a week in the Taunton office Support with further professional qualifications and progression towards Chartered status The opportunity to work on varied and technically interesting client cases A collaborative working environment with experienced Financial Planners and Paraplanners Genuine scope to influence the advice process rather than operating solely as a report writer A comprehensive employee benefits package Clear opportunities for continued professional development and career progression This is an excellent opportunity for an experienced Paraplanner who wants greater technical involvement, exposure to more sophisticated financial planning work and a long-term career within a well-established business.
Sep 09, 2026
Full time
Senior Paraplanner - Exeter Exeter £45,000-£50,000 Hybrid working 2 days from home - based in the Exeter office, with one day a week in the Taunton office An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Exeter. This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice. The position would suit an experienced, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process. The role You will: Work closely with Financial Planners to develop appropriate financial planning strategies Produce clear, technically accurate and compliant suitability reports Use cashflow modelling and scenario planning to illustrate different client outcomes Undertake detailed research across pensions, investments, protection and tax planning Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress Provide technical input and challenge recommendations where appropriate Support more complex financial planning cases involving multiple areas of advice Prepare the documentation required for new business and changes to existing arrangements Liaise with clients, providers and colleagues to obtain information and resolve technical queries Maintain accurate CRM records and ensure cases progress efficiently Keep informed of relevant regulatory, taxation and product developments Support less experienced colleagues and contribute to improvements across the paraplanning function About you You will need: Strong experience working as a Paraplanner within a financial planning or wealth management business The CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification Good technical knowledge across pensions and investments Experience producing detailed suitability reports and working on more complex advice cases A clear understanding of FCA requirements and the importance of delivering good client outcomes The ability to interpret complex information and communicate it clearly Experience using financial planning software, cashflow modelling tools and CRM systems Strong analytical, organisational and problem-solving skills Excellent attention to detail and pride in producing consistently high-quality work The confidence to question information, identify potential issues and contribute ideas Progress towards Chartered status would be welcomed, although it is not essential. What's on offer Salary of £45,000-£50,000, depending on experience A role based in Exeter, with one day a week in the Taunton office Support with further professional qualifications and progression towards Chartered status The opportunity to work on varied and technically interesting client cases A collaborative working environment with experienced Financial Planners and Paraplanners Genuine scope to influence the advice process rather than operating solely as a report writer A comprehensive employee benefits package Clear opportunities for continued professional development and career progression This is an excellent opportunity for an experienced Paraplanner who wants greater technical involvement, exposure to more sophisticated financial planning work and a long-term career within a well-established business.
Financial Adviser - New Forest / Isle of Wight Home Based Field Role Salary up to £75,000, OTE £130,000 + Car + Pension up to 20% Location: Sussex (home based, field travel up to 4 days per week across Surrey) We are working with one of the UK's most respected financial services organisations to recruit an experienced Financial Adviser covering the New Forest area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network - so you arrive at every meeting already welcome. Our client is an organisation with over 110 years of heritage, and a consistently high customer satisfaction scores. Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential. The advisers who perform best here are those who genuinely enjoy spending time with clients - comfortable in a detailed, unhurried conversation that gets to the heart of a customer's financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive. ABOUT THE ROLE You will provide holistic financial planning advice to a broad range of customers - from everyday investors to high-net-worth individuals - across life insurance, pensions, investments, wealth management, and inheritance tax planning. Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey. Building and managing strong, long-term customer relationships from warm leads provided by the Agency network Conducting thorough fact-finds to assess customers' personal, business, and financial circumstances and provide fully compliant, needs-based advice Required: QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent) Valid Statement of Professional Standing (SPS) Experience delivering regulated financial advice to UK customers on a face-to-face basis Full UK driving licence - regular travel across Surrey and Sussex is essential COMPENSATION AND BENEFITS Competitive basic salary + uncapped commission OTE £130,000 Company car scheme or car allowance of £5,500 Annual bonus up to 5% of salary Contributory pension scheme up to 20% (including your 8% contribution) 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme Life assurance - 4 x salary Health and wellbeing cashback plan (dentist, optician, physio) Access to voluntary benefits including private medical insurance and dental cover £20 monthly gym membership contribution 5% discount on a range of insurance policies
May 28, 2026
Full time
Financial Adviser - New Forest / Isle of Wight Home Based Field Role Salary up to £75,000, OTE £130,000 + Car + Pension up to 20% Location: Sussex (home based, field travel up to 4 days per week across Surrey) We are working with one of the UK's most respected financial services organisations to recruit an experienced Financial Adviser covering the New Forest area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network - so you arrive at every meeting already welcome. Our client is an organisation with over 110 years of heritage, and a consistently high customer satisfaction scores. Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential. The advisers who perform best here are those who genuinely enjoy spending time with clients - comfortable in a detailed, unhurried conversation that gets to the heart of a customer's financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive. ABOUT THE ROLE You will provide holistic financial planning advice to a broad range of customers - from everyday investors to high-net-worth individuals - across life insurance, pensions, investments, wealth management, and inheritance tax planning. Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey. Building and managing strong, long-term customer relationships from warm leads provided by the Agency network Conducting thorough fact-finds to assess customers' personal, business, and financial circumstances and provide fully compliant, needs-based advice Required: QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent) Valid Statement of Professional Standing (SPS) Experience delivering regulated financial advice to UK customers on a face-to-face basis Full UK driving licence - regular travel across Surrey and Sussex is essential COMPENSATION AND BENEFITS Competitive basic salary + uncapped commission OTE £130,000 Company car scheme or car allowance of £5,500 Annual bonus up to 5% of salary Contributory pension scheme up to 20% (including your 8% contribution) 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme Life assurance - 4 x salary Health and wellbeing cashback plan (dentist, optician, physio) Access to voluntary benefits including private medical insurance and dental cover £20 monthly gym membership contribution 5% discount on a range of insurance policies
Financial Adviser - New Forest / Isle of Wight Home Based Field Role Salary up to £75,000, OTE £130,000 + Car + Pension up to 20% Location: Sussex (home based, field travel up to 4 days per week across Surrey) We are working with one of the UK's most respected financial services organisations to recruit an experienced Financial Adviser covering the New Forest area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network - so you arrive at every meeting already welcome. Our client is an organisation with over 110 years of heritage, and a consistently high customer satisfaction scores. Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential. The advisers who perform best here are those who genuinely enjoy spending time with clients - comfortable in a detailed, unhurried conversation that gets to the heart of a customer's financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive. ABOUT THE ROLE You will provide holistic financial planning advice to a broad range of customers - from everyday investors to high-net-worth individuals - across life insurance, pensions, investments, wealth management, and inheritance tax planning. Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey. Building and managing strong, long-term customer relationships from warm leads provided by the Agency network Conducting thorough fact-finds to assess customers' personal, business, and financial circumstances and provide fully compliant, needs-based advice Required: QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent) Valid Statement of Professional Standing (SPS) Experience delivering regulated financial advice to UK customers on a face-to-face basis Full UK driving licence - regular travel across Surrey and Sussex is essential COMPENSATION AND BENEFITS Competitive basic salary + uncapped commission OTE £130,000 Company car scheme or car allowance of £5,500 Annual bonus up to 5% of salary Contributory pension scheme up to 20% (including your 8% contribution) 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme Life assurance - 4 x salary Health and wellbeing cashback plan (dentist, optician, physio) Access to voluntary benefits including private medical insurance and dental cover £20 monthly gym membership contribution 5% discount on a range of insurance policies
May 28, 2026
Full time
Financial Adviser - New Forest / Isle of Wight Home Based Field Role Salary up to £75,000, OTE £130,000 + Car + Pension up to 20% Location: Sussex (home based, field travel up to 4 days per week across Surrey) We are working with one of the UK's most respected financial services organisations to recruit an experienced Financial Adviser covering the New Forest area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network - so you arrive at every meeting already welcome. Our client is an organisation with over 110 years of heritage, and a consistently high customer satisfaction scores. Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential. The advisers who perform best here are those who genuinely enjoy spending time with clients - comfortable in a detailed, unhurried conversation that gets to the heart of a customer's financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive. ABOUT THE ROLE You will provide holistic financial planning advice to a broad range of customers - from everyday investors to high-net-worth individuals - across life insurance, pensions, investments, wealth management, and inheritance tax planning. Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey. Building and managing strong, long-term customer relationships from warm leads provided by the Agency network Conducting thorough fact-finds to assess customers' personal, business, and financial circumstances and provide fully compliant, needs-based advice Required: QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent) Valid Statement of Professional Standing (SPS) Experience delivering regulated financial advice to UK customers on a face-to-face basis Full UK driving licence - regular travel across Surrey and Sussex is essential COMPENSATION AND BENEFITS Competitive basic salary + uncapped commission OTE £130,000 Company car scheme or car allowance of £5,500 Annual bonus up to 5% of salary Contributory pension scheme up to 20% (including your 8% contribution) 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme Life assurance - 4 x salary Health and wellbeing cashback plan (dentist, optician, physio) Access to voluntary benefits including private medical insurance and dental cover £20 monthly gym membership contribution 5% discount on a range of insurance policies
Ortus PSR are partnered with a highly respected national wealth management business to recruit an ambitious Growth Financial Adviser for their Chelmsford office. This opportunity is specifically designed for a commercially driven adviser who wants to build a long-term business, grow their own client bank, and significantly increase their earnings within a firm that rewards performance. The business is looking for an individual with the mindset, energy, and professionalism to actively generate new clients, develop professional introducer relationships, and contribute to the wider growth of the office. This is not a passive servicing role. It is suited to an adviser who enjoys business development, wants autonomy, and is motivated by building recurring revenue and long-term value. The Opportunity You will be responsible for building and growing your own client portfolio through self-generation, networking, professional connections, referrals, and personal business development activity. The role would suit advisers who: Already generate business consistently Have an existing portable client bank Want to build a long-term advisory business within a larger infrastructure Are commercially motivated and growth focused Thrive in entrepreneurial environments The firm places significant importance on culture and attitude. They are looking for a team player who wants to contribute to the wider success of the business, not simply operate independently. What's on Offer Basic salary between £65,000 - £80,000 Bonus validation at 1.2x salary 35% bonus on initial revenue 10% bonus on ongoing recurring revenue Uncapped earning potential Long-term career progression within a national wealth management business Support, infrastructure, and systems to help scale your client base Opportunity to build genuine long-term value and recurring income Important to Know This is a growth-focused role and advisers will initially be expected to operate without dedicated administrative support while learning the firm's systems and processes, including Gateway. The Role Responsibilities will include: Generating new client relationships through proactive business development Building strategic introducer relationships with solicitors, accountants, and other professionals Growing recurring revenue and assets under management Delivering holistic financial planning advice across pensions, investments, protection, and estate planning Building a long-term advisory business within the firm Contributing positively to office culture and team growth Candidate Requirements Diploma qualified (Level 4 minimum) CAS and SPS compliant Strong track record of business development and client acquisition Ability to generate new revenue consistently Entrepreneurial and commercially driven mindset Team-oriented attitude with strong cultural fit Ambition to build a long-term business and career This is an excellent opportunity for a motivated adviser who wants genuine earning potential, autonomy, and the chance to build something meaningful within a highly respected wealth management firm.
May 21, 2026
Full time
Ortus PSR are partnered with a highly respected national wealth management business to recruit an ambitious Growth Financial Adviser for their Chelmsford office. This opportunity is specifically designed for a commercially driven adviser who wants to build a long-term business, grow their own client bank, and significantly increase their earnings within a firm that rewards performance. The business is looking for an individual with the mindset, energy, and professionalism to actively generate new clients, develop professional introducer relationships, and contribute to the wider growth of the office. This is not a passive servicing role. It is suited to an adviser who enjoys business development, wants autonomy, and is motivated by building recurring revenue and long-term value. The Opportunity You will be responsible for building and growing your own client portfolio through self-generation, networking, professional connections, referrals, and personal business development activity. The role would suit advisers who: Already generate business consistently Have an existing portable client bank Want to build a long-term advisory business within a larger infrastructure Are commercially motivated and growth focused Thrive in entrepreneurial environments The firm places significant importance on culture and attitude. They are looking for a team player who wants to contribute to the wider success of the business, not simply operate independently. What's on Offer Basic salary between £65,000 - £80,000 Bonus validation at 1.2x salary 35% bonus on initial revenue 10% bonus on ongoing recurring revenue Uncapped earning potential Long-term career progression within a national wealth management business Support, infrastructure, and systems to help scale your client base Opportunity to build genuine long-term value and recurring income Important to Know This is a growth-focused role and advisers will initially be expected to operate without dedicated administrative support while learning the firm's systems and processes, including Gateway. The Role Responsibilities will include: Generating new client relationships through proactive business development Building strategic introducer relationships with solicitors, accountants, and other professionals Growing recurring revenue and assets under management Delivering holistic financial planning advice across pensions, investments, protection, and estate planning Building a long-term advisory business within the firm Contributing positively to office culture and team growth Candidate Requirements Diploma qualified (Level 4 minimum) CAS and SPS compliant Strong track record of business development and client acquisition Ability to generate new revenue consistently Entrepreneurial and commercially driven mindset Team-oriented attitude with strong cultural fit Ambition to build a long-term business and career This is an excellent opportunity for a motivated adviser who wants genuine earning potential, autonomy, and the chance to build something meaningful within a highly respected wealth management firm.
IFA Administrator Birmingham £28,000 - £32,000 + benefits We're working with a well-established financial planning firm in Birmingham looking to strengthen its support team with the hire of an experienced IFA Administrator. This is a structured environment with defined processes, strong systems, and a clear division of responsibilities across the advice and support functions. The Role Supporting Financial Advisers and the Operations Manager, you'll be involved across the full client lifecycle, ensuring cases are progressed efficiently and client records are maintained to a high standard. Key responsibilities include: Preparing client valuations and documentation for annual reviews Maintaining accurate client records on Intelligent Office Supporting advisers with pre-meeting preparation Drafting annual suitability letters for existing clients Processing new business and monitoring cases through to completion Liaising with providers and internal teams to manage case progression Supporting the wider team with incoming calls when required Contributing to ad hoc projects and team initiatives What They're Looking For Minimum 2 years' experience within an IFA / financial planning environment Strong administrative and organisational skills Experience using back-office systems (Intelligent Office preferred) Ability to manage multiple cases and prioritise workload effectively High attention to detail and strong written communication skills The Business A professional, team-based environment where advisers and support staff work closely together, with clear processes in place and a focus on delivering a consistent client experience. Package £28,000 - £32,000 depending on experience Stable, long-term opportunity within an established firm
May 13, 2026
Full time
IFA Administrator Birmingham £28,000 - £32,000 + benefits We're working with a well-established financial planning firm in Birmingham looking to strengthen its support team with the hire of an experienced IFA Administrator. This is a structured environment with defined processes, strong systems, and a clear division of responsibilities across the advice and support functions. The Role Supporting Financial Advisers and the Operations Manager, you'll be involved across the full client lifecycle, ensuring cases are progressed efficiently and client records are maintained to a high standard. Key responsibilities include: Preparing client valuations and documentation for annual reviews Maintaining accurate client records on Intelligent Office Supporting advisers with pre-meeting preparation Drafting annual suitability letters for existing clients Processing new business and monitoring cases through to completion Liaising with providers and internal teams to manage case progression Supporting the wider team with incoming calls when required Contributing to ad hoc projects and team initiatives What They're Looking For Minimum 2 years' experience within an IFA / financial planning environment Strong administrative and organisational skills Experience using back-office systems (Intelligent Office preferred) Ability to manage multiple cases and prioritise workload effectively High attention to detail and strong written communication skills The Business A professional, team-based environment where advisers and support staff work closely together, with clear processes in place and a focus on delivering a consistent client experience. Package £28,000 - £32,000 depending on experience Stable, long-term opportunity within an established firm
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
May 12, 2026
Full time
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
May 12, 2026
Full time
OverviewThis is a rare opportunity for a qualified Financial Planner to step into a warm, established client bank at a well established wealth management firm. With a strong infrastructure and high-integrity culture, the business offers the freedom to focus on what matters-delivering outstanding financial advice and building long-term relationships. You'll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required-just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment. Why This Opportunity Stands Out Immediate handover of an active client bank Salary up to £65,000 plus discretionary bonus Full paraplanning and admin support provided Hybrid workinging Culture rooted in collaboration, ethical advice and long-term thinking Access to market-leading tools including cashflow planning software Clear development path and ongoing lead generation Key Responsibilities Provide holistic financial planning to a portfolio of individual clients Conduct regular client reviews, ensuring plans remain aligned with life goals Use cashflow modelling to demonstrate advice impact and future scenarios Work collaboratively with internal teams to deliver high-quality outcomes Strengthen client loyalty through regular contact and trusted guidance Maintain accurate, compliant client records in line with FCA expectations What We're Looking For Level 4 qualified Financial Planner Track record of success within an IFA, private client or wealth management setting Strong technical knowledge across pensions, investments, tax and protection Excellent interpersonal skills with a relationship-first mindset A self-starter who thrives in a structured yet autonomous environment Benefits 25 days holiday (rising to 30 with service) Matched pension contributions up to 7.5% Life assurance (4x salary) and income protection Access to internal financial advisers for personal planning support Season ticket loans, eye care and wellbeing benefits Employee discounts across retail, travel and lifestyle services How to ApplyIf you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we'd love to hear from you. Apply in confidence today.
IFA Administrator - Meriden, West Midlands Office Based £26,000-£32,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
May 12, 2026
Full time
IFA Administrator - Meriden, West Midlands Office Based £26,000-£32,000 + Benefits hybrid working Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff. We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall - they shape how decisions are made, how clients are treated, and how the team works together day to day. This role suits an IFA Administrator who takes genuine pride in running things well - someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience. The firm advises private clients across the full spectrum of financial planning needs - retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable. WHAT YOU WILL BE DOING Preparing new business application packs, completing and submitting applications to product providers and platforms Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients Creating illustrations, investment quotes, and provider valuations as required by the adviser Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales Liaising with investment platforms and providers to confirm execution and resolve any discrepancies WHAT YOU WILL NEED Experience in an IFA or Wealth Management administration role Demonstrable experience processing new business, annual reviews, and fund switches or rebalances Experience working with product providers and investment platforms Working knowledge of FCA compliance requirements in a regulated advice environment
