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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.

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