An ambitious boutique wealth management and employee benefits advisory is seeking an experienced Financial Planner to join its growing team. The firm manages £125m+ in assets under advice and has built a reputation for delivering holistic financial planning solutions to individuals, families and business owners. With continued client growth and an expanding referral network from corporate clients, the business is now looking to appoint a planner who can provide high-quality advice while developing long-term client relationships. This is an excellent opportunity for a client-focused adviser who values independence, professional integrity and a long-term approach to financial planning. Key Responsibilities Provide holistic financial planning advice covering investments, pensions, protection and retirement planning Build and maintain long-term relationships with private clients and business owners Deliver personalised financial plans aligned with client objectives and life goals Conduct client meetings, reviews and ongoing relationship management Identify opportunities to support employees from corporate benefit schemes with personal financial planning Work closely with paraplanners and administrators to ensure accurate and compliant advice delivery Prepare and present recommendations in line with FCA regulatory standards Support the continued growth of the firm through referrals, networking and professional relationships Maintain high standards of compliance, client service and documentation Experience & Skills Experience working as a Financial Adviser / Financial Planner within a regulated UK advisory / wealth firm. Strong understanding of pensions, investments and financial planning strategies Ability to build trusted client relationships and provide clear, client-focused advice Excellent communication and presentation skills Comfortable working in a boutique advisory environment with high service standards Qualifications Ideally Level 4 Diploma in Financial Planning (DipPFS or equivalent) required Working toward or holding Chartered Financial Planner status is advantageous Package Competitive base salary plus performance-related bonus Private medical insurance Pension scheme Generous holiday allowance Support toward further professional qualifications Opportunity to work within a growing boutique advisory business with a strong client base
Mar 24, 2026
Full time
An ambitious boutique wealth management and employee benefits advisory is seeking an experienced Financial Planner to join its growing team. The firm manages £125m+ in assets under advice and has built a reputation for delivering holistic financial planning solutions to individuals, families and business owners. With continued client growth and an expanding referral network from corporate clients, the business is now looking to appoint a planner who can provide high-quality advice while developing long-term client relationships. This is an excellent opportunity for a client-focused adviser who values independence, professional integrity and a long-term approach to financial planning. Key Responsibilities Provide holistic financial planning advice covering investments, pensions, protection and retirement planning Build and maintain long-term relationships with private clients and business owners Deliver personalised financial plans aligned with client objectives and life goals Conduct client meetings, reviews and ongoing relationship management Identify opportunities to support employees from corporate benefit schemes with personal financial planning Work closely with paraplanners and administrators to ensure accurate and compliant advice delivery Prepare and present recommendations in line with FCA regulatory standards Support the continued growth of the firm through referrals, networking and professional relationships Maintain high standards of compliance, client service and documentation Experience & Skills Experience working as a Financial Adviser / Financial Planner within a regulated UK advisory / wealth firm. Strong understanding of pensions, investments and financial planning strategies Ability to build trusted client relationships and provide clear, client-focused advice Excellent communication and presentation skills Comfortable working in a boutique advisory environment with high service standards Qualifications Ideally Level 4 Diploma in Financial Planning (DipPFS or equivalent) required Working toward or holding Chartered Financial Planner status is advantageous Package Competitive base salary plus performance-related bonus Private medical insurance Pension scheme Generous holiday allowance Support toward further professional qualifications Opportunity to work within a growing boutique advisory business with a strong client base
Senior Financial Advisor - Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth. Hybrid working available (home and office-based) Salary up to £100,000 + Bonus Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm's continued transformation. Responsibilities Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies. Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders. Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators. Gradually take ownership of a significant client book ( £60-70 million AUM), positioning for leadership and future equity involvement. Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation. Requirements Experience as a Financial Adviser in the UK market Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits. Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust. Strong business development capabilities and experience building networks that generate consistent, high-quality referrals. Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.
Mar 24, 2026
Full time
Senior Financial Advisor - Shape the Future of Wealth Management This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation. Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth. Hybrid working available (home and office-based) Salary up to £100,000 + Bonus Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm's continued transformation. Responsibilities Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies. Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders. Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators. Gradually take ownership of a significant client book ( £60-70 million AUM), positioning for leadership and future equity involvement. Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation. Requirements Experience as a Financial Adviser in the UK market Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits. Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust. Strong business development capabilities and experience building networks that generate consistent, high-quality referrals. Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.
Without the Amazon Reliability Maintenance Engineering (RME) team, our operations grind to a halt. As an RME Planner in this core part of our large, EU-wide team, youll be a leading voice in all conversations surrounding the technologies in our warehouses and delivery networks. Youll anticipate problems before they materialise and keep track of the equipment needed for different tasks to keep runn click apply for full job details
Mar 24, 2026
Full time
Without the Amazon Reliability Maintenance Engineering (RME) team, our operations grind to a halt. As an RME Planner in this core part of our large, EU-wide team, youll be a leading voice in all conversations surrounding the technologies in our warehouses and delivery networks. Youll anticipate problems before they materialise and keep track of the equipment needed for different tasks to keep runn click apply for full job details
Resource Planner / Scheduling Coordinator (Engineering Appointments) Location: Maidstone Rate: £17.28 per hour Contract: 12-month contract (maternity cover) Working pattern: Fully onsite Morson Talent are recruiting on behalf of UK Power Networks for a Resource Planner / Scheduling Coordinator to join their team in Maidstone click apply for full job details
Mar 24, 2026
Contractor
Resource Planner / Scheduling Coordinator (Engineering Appointments) Location: Maidstone Rate: £17.28 per hour Contract: 12-month contract (maternity cover) Working pattern: Fully onsite Morson Talent are recruiting on behalf of UK Power Networks for a Resource Planner / Scheduling Coordinator to join their team in Maidstone click apply for full job details
Paraplanner Opportunity - Edinburgh Hybrid - 2 Days Work from Home Are you an experienced Paraplanner ready to take the next step in your career? Join our client's dynamic team and embark on a journey towards developing your career as a Paraplanner. Role Purpose: Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients' services professionally and in compliance with FCA regulations. Core Duties and Responsibilities: Preparation of Recommendations: Discuss client objectives and recommendations with Financial Planners Conduct tax planning calculations and assess provider communications Utilise investment and product research systems like Voyant and FE Analytics Prepare written recommendations and maintain client files Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations Perform cash flow planning analysis Other Tasks and Functions: Maintain and improve research systems and processes Provide technical support to Financial Planners Adhere to compliance requirements and procedures Share knowledge and experience with other Paraplanners and trainees Assist in planning and delivering client information sessions and business development events Promote the business externally and build a network for future growth Knowledge and Experience: Diploma level 4 qualification with previous paraplanning experience Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients Strong understanding of markets, asset types, and investment risks Proficiency in desktop applications (Microsoft Word, Excel, Outlook) Experience with Intelligent Office preferred. Why Join Our Clients Team? Highly competitive salary DOE - discretionary bonus Hybrid and flexible working - 2 days' work from home Holidays - 28 days + 6 days Bank Holiday + buy/sell up to 5 days + day off for charitable volunteering Benefits package which includes Pension, Death in Service, Income Protection, PMI, enhanced leave and long-term service benefits Career Growth - progression opportunities with comprehensive support and training Dynamic Environment - work with a collaborative team dedicated to excellence Professional Development - continuous learning opportunities and CPD activities Engage in a role that values - flexibility and adaptability Ready to advance your career? Apply now and take the first step towards becoming a Financial Planner! If you have any questions, please contact Pauline Low at Reed on .
Mar 24, 2026
Full time
Paraplanner Opportunity - Edinburgh Hybrid - 2 Days Work from Home Are you an experienced Paraplanner ready to take the next step in your career? Join our client's dynamic team and embark on a journey towards developing your career as a Paraplanner. Role Purpose: Collaborate with a team of Financial Planners and colleagues to prepare recommendations, produce suitability reports, and maintain client records. Promote our clients' services professionally and in compliance with FCA regulations. Core Duties and Responsibilities: Preparation of Recommendations: Discuss client objectives and recommendations with Financial Planners Conduct tax planning calculations and assess provider communications Utilise investment and product research systems like Voyant and FE Analytics Prepare written recommendations and maintain client files Liaise with the admin team and Financial Planners to ensure accurate implementation of recommendations Perform cash flow planning analysis Other Tasks and Functions: Maintain and improve research systems and processes Provide technical support to Financial Planners Adhere to compliance requirements and procedures Share knowledge and experience with other Paraplanners and trainees Assist in planning and delivering client information sessions and business development events Promote the business externally and build a network for future growth Knowledge and Experience: Diploma level 4 qualification with previous paraplanning experience Experience with pension transfers, tax planning, and investment planning for High-Net-Worth clients Strong understanding of markets, asset types, and investment risks Proficiency in desktop applications (Microsoft Word, Excel, Outlook) Experience with Intelligent Office preferred. Why Join Our Clients Team? Highly competitive salary DOE - discretionary bonus Hybrid and flexible working - 2 days' work from home Holidays - 28 days + 6 days Bank Holiday + buy/sell up to 5 days + day off for charitable volunteering Benefits package which includes Pension, Death in Service, Income Protection, PMI, enhanced leave and long-term service benefits Career Growth - progression opportunities with comprehensive support and training Dynamic Environment - work with a collaborative team dedicated to excellence Professional Development - continuous learning opportunities and CPD activities Engage in a role that values - flexibility and adaptability Ready to advance your career? Apply now and take the first step towards becoming a Financial Planner! If you have any questions, please contact Pauline Low at Reed on .
We are pleased to be supporting an expanding IFA and employee benefits consultancy seeking a proven financial services Business Development Manager to join their team in the Midlands. Responsibilities: Work alongside financial planners to identify, secure, and onboard new clients while strengthening their professional introducer network (accountants, solicitors, tax advisers etc) Represent the business at events, seminars, and networking functions to develop and enhance relationships. Partner with financial planners to ensure a successful client handover and onboarding experience Experience: Demonstrable business development or client acquisition experience in UK financial services (wealth management, investments, pensions, or financial planning) A strong track record in generating new client opportunities and building long term relationships with introducers and professional partners. A good knowledge of investments, pensions, and holistic financial planning solutions. Someone who is commercially minded, target-driven, an excellent communicator and with good networking skills. In return candidates can expect to receive a competitive basic and generous bonus structure.
Mar 24, 2026
Full time
We are pleased to be supporting an expanding IFA and employee benefits consultancy seeking a proven financial services Business Development Manager to join their team in the Midlands. Responsibilities: Work alongside financial planners to identify, secure, and onboard new clients while strengthening their professional introducer network (accountants, solicitors, tax advisers etc) Represent the business at events, seminars, and networking functions to develop and enhance relationships. Partner with financial planners to ensure a successful client handover and onboarding experience Experience: Demonstrable business development or client acquisition experience in UK financial services (wealth management, investments, pensions, or financial planning) A strong track record in generating new client opportunities and building long term relationships with introducers and professional partners. A good knowledge of investments, pensions, and holistic financial planning solutions. Someone who is commercially minded, target-driven, an excellent communicator and with good networking skills. In return candidates can expect to receive a competitive basic and generous bonus structure.
Birmingham,Bromsgrove,Cannock Chase,Coventry,Dudley,Herefordshire,Malvern Hills,Newcastle,Nuneaton and Bedworth,Redditch,Rugby,Sandwell,Shropshire,Stafford,Staffordshire,Stoke-on-Trent,Stratford-on-Avon,Tamworth,Telford and Wrekin,Walsall,Warwick,Warwickshire,Wolverhampton,Worcestershire,Wychavon,Wyre Forest Salary: Dependent on experience and skills Waterman Aspen welcomes planning professionals, engineers and technical specialists to make their mark by working on some of the biggest development management and infrastructure projects or in delivering professional services across the UK. We specialise in secondment services, providing the right people, with the right skills for the job, at the right time. Our diverse client base includes local authorities, consultancies, public bodies and construction companies. We take pride in supporting our colleagues throughout their careers. We're a people centric organisation, placing mutual respect and dignity in the highest regard. This is reflected in our approach to issues such as mental health and wellbeing, family friendly policies, social value, and net zero. We're a Disability Confident Employer and an accredited Real Living Wage Employer. We have big ambitions for the future, and we'd love for you to be part of it. Your career with Waterman Aspen You'll get all the benefits of being employed by us, while working on a variety of projects for our clients. Joining Waterman Aspen as a Senior / Principal Planner will see you as a key member of the Town Planning team and you can expect: A varied client base where you can apply and develop your skills Buy in from clients to assist in your technical progression Further exposure to your chosen industry - increasing your awareness, knowledge and sharpening of your skills The flexibility to broaden your horizons with each new secondment, without changing your employer Career development and training to reach your professional or academic qualification goals supported by our own network of mentors and managers Paid subscription to a professional body of your choice Regular social events and volunteering opportunities More than 5 years planning experience within the public or private sector. Chartered member of the RTPI or working towards membership. Knowledge and understanding of planning legislation and Government Policy. Experience of presenting to a wide range of audiences. Experience of writing reports and planning statements. Experience of writing proofs of evidence and attending public inquiries/examinations. Project management and research skills. You'll get this and so much more As a salaried colleague, you'll get a salary in line with your experience, skills and location along with an industry leading benefits package: Contribution to commuting mileage Permanent health insurance 25 days annual leave (option to buy up to 5 more), in addition to the normal public holidays (based on a 40 hour week, pro rata for part time colleagues) Company pension contribution Salary sacrifice to buy additional benefits 1 paid Waterman Aspen in the Community Day to volunteer in your local community We have big plans for the future and we'd love for you to be part of it. If you're interested in joining our team of engineering and technical specialists, take a look at our latest opportunities here. We find you opportunities that perfectly match your expertise and career aspirations, with industry leading training, development, and support at your fingertips. Our people are the most important part of our business - in fact, they are our business - and building successful careers is what we're all about. Don't just take our word for it - find out what some of our colleagues have to say about their career with Waterman Aspen.
Mar 24, 2026
Full time
Birmingham,Bromsgrove,Cannock Chase,Coventry,Dudley,Herefordshire,Malvern Hills,Newcastle,Nuneaton and Bedworth,Redditch,Rugby,Sandwell,Shropshire,Stafford,Staffordshire,Stoke-on-Trent,Stratford-on-Avon,Tamworth,Telford and Wrekin,Walsall,Warwick,Warwickshire,Wolverhampton,Worcestershire,Wychavon,Wyre Forest Salary: Dependent on experience and skills Waterman Aspen welcomes planning professionals, engineers and technical specialists to make their mark by working on some of the biggest development management and infrastructure projects or in delivering professional services across the UK. We specialise in secondment services, providing the right people, with the right skills for the job, at the right time. Our diverse client base includes local authorities, consultancies, public bodies and construction companies. We take pride in supporting our colleagues throughout their careers. We're a people centric organisation, placing mutual respect and dignity in the highest regard. This is reflected in our approach to issues such as mental health and wellbeing, family friendly policies, social value, and net zero. We're a Disability Confident Employer and an accredited Real Living Wage Employer. We have big ambitions for the future, and we'd love for you to be part of it. Your career with Waterman Aspen You'll get all the benefits of being employed by us, while working on a variety of projects for our clients. Joining Waterman Aspen as a Senior / Principal Planner will see you as a key member of the Town Planning team and you can expect: A varied client base where you can apply and develop your skills Buy in from clients to assist in your technical progression Further exposure to your chosen industry - increasing your awareness, knowledge and sharpening of your skills The flexibility to broaden your horizons with each new secondment, without changing your employer Career development and training to reach your professional or academic qualification goals supported by our own network of mentors and managers Paid subscription to a professional body of your choice Regular social events and volunteering opportunities More than 5 years planning experience within the public or private sector. Chartered member of the RTPI or working towards membership. Knowledge and understanding of planning legislation and Government Policy. Experience of presenting to a wide range of audiences. Experience of writing reports and planning statements. Experience of writing proofs of evidence and attending public inquiries/examinations. Project management and research skills. You'll get this and so much more As a salaried colleague, you'll get a salary in line with your experience, skills and location along with an industry leading benefits package: Contribution to commuting mileage Permanent health insurance 25 days annual leave (option to buy up to 5 more), in addition to the normal public holidays (based on a 40 hour week, pro rata for part time colleagues) Company pension contribution Salary sacrifice to buy additional benefits 1 paid Waterman Aspen in the Community Day to volunteer in your local community We have big plans for the future and we'd love for you to be part of it. If you're interested in joining our team of engineering and technical specialists, take a look at our latest opportunities here. We find you opportunities that perfectly match your expertise and career aspirations, with industry leading training, development, and support at your fingertips. Our people are the most important part of our business - in fact, they are our business - and building successful careers is what we're all about. Don't just take our word for it - find out what some of our colleagues have to say about their career with Waterman Aspen.
A national, well-established wealth management firm is seeking an experienced Senior Investment Manager to lead its investment offering and provide strategic portfolio guidance for high-net-worth clients. This is an exciting senior role, working closely with Financial Planners and clients to deliver tailored investment solutions while shaping the investment strategy for the Birmingham office. The Role You will take ownership of client investment portfolios, providing senior-level advice, oversight and strategy. As a senior member of the investment team, you will guide and mentor junior colleagues while ensuring clients receive expert, research-driven investment solutions. Key responsibilities include Managing and overseeing high-net-worth client investment portfolios, ensuring alignment with goals, risk appetite and long-term strategy Providing strategic investment advice and recommendations, supported by market research and in-depth analysis Collaborating with Financial Planners to integrate investment solutions into broader financial plans Leading investment-focused client meetings and presenting complex portfolio strategies clearly and confidently Supporting business growth through contributions to client acquisition and retention, as well as representing the firm at networking or investment events Mentoring and developing junior investment team members What You'll Bring Significant experience in wealth or investment management, ideally managing HNW or UHNW portfolios Deep knowledge of asset allocation, investment strategy, portfolio construction and risk management Proven ability to lead and influence clients, colleagues and internal stakeholders Strong communication and presentation skills, able to explain complex investment concepts clearly Professional investment qualifications such as CFA, CISI Diploma, or equivalent A proactive, collaborative and strategic mindset Why This Role? Senior position within a respected, long-established wealth management business Influence investment strategy while working with a high-performing, collaborative team Direct impact on client outcomes and business growth Comprehensive support from paraplanning and administrative teams Competitive total rewards package including bonus and flexible benefits Long-term career development with scope for leadership progression Contact: Ellie Sedgwick IDEX Consulting Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Mar 24, 2026
Full time
A national, well-established wealth management firm is seeking an experienced Senior Investment Manager to lead its investment offering and provide strategic portfolio guidance for high-net-worth clients. This is an exciting senior role, working closely with Financial Planners and clients to deliver tailored investment solutions while shaping the investment strategy for the Birmingham office. The Role You will take ownership of client investment portfolios, providing senior-level advice, oversight and strategy. As a senior member of the investment team, you will guide and mentor junior colleagues while ensuring clients receive expert, research-driven investment solutions. Key responsibilities include Managing and overseeing high-net-worth client investment portfolios, ensuring alignment with goals, risk appetite and long-term strategy Providing strategic investment advice and recommendations, supported by market research and in-depth analysis Collaborating with Financial Planners to integrate investment solutions into broader financial plans Leading investment-focused client meetings and presenting complex portfolio strategies clearly and confidently Supporting business growth through contributions to client acquisition and retention, as well as representing the firm at networking or investment events Mentoring and developing junior investment team members What You'll Bring Significant experience in wealth or investment management, ideally managing HNW or UHNW portfolios Deep knowledge of asset allocation, investment strategy, portfolio construction and risk management Proven ability to lead and influence clients, colleagues and internal stakeholders Strong communication and presentation skills, able to explain complex investment concepts clearly Professional investment qualifications such as CFA, CISI Diploma, or equivalent A proactive, collaborative and strategic mindset Why This Role? Senior position within a respected, long-established wealth management business Influence investment strategy while working with a high-performing, collaborative team Direct impact on client outcomes and business growth Comprehensive support from paraplanning and administrative teams Competitive total rewards package including bonus and flexible benefits Long-term career development with scope for leadership progression Contact: Ellie Sedgwick IDEX Consulting Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Financial Adviser - BIRMINGHAM & SOLIHULL Chartered IFA firm with a presence across the UK Manage £250k of ongoing revenue across 140 households Clients are based in Birmingham and Solihull Clients are a mixture of retirees and working professionals £65k - £75k basic salary plus bonuses (3 x validation) A key client of mine who I have placed 20+ staff with in the past are looking for an established Financial Adviser who can manage an existing book of business from a retiring adviser which is covering Solihull and surrounding areas. The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning. Their clients hold anything between £250k - £5m of investable assets and they pride themselves on offer the highest quality service and generate new business purely through recommendation and referral. This role will be a mix of servicing an existing book of clients generating £250k of ongoing advice fees and then generating new business with a network of existing professional connections with solicitor and accountancy firms. This role will be suitable for an established Financial Planner with at least 2-3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. Would this be of interest at all? get in touch with Peter at Financial Divisions.
Mar 24, 2026
Full time
Financial Adviser - BIRMINGHAM & SOLIHULL Chartered IFA firm with a presence across the UK Manage £250k of ongoing revenue across 140 households Clients are based in Birmingham and Solihull Clients are a mixture of retirees and working professionals £65k - £75k basic salary plus bonuses (3 x validation) A key client of mine who I have placed 20+ staff with in the past are looking for an established Financial Adviser who can manage an existing book of business from a retiring adviser which is covering Solihull and surrounding areas. The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals. They give advice on pensions, investments, tax planning, IHT planning, protections and lots of inter generational wealth planning. Their clients hold anything between £250k - £5m of investable assets and they pride themselves on offer the highest quality service and generate new business purely through recommendation and referral. This role will be a mix of servicing an existing book of clients generating £250k of ongoing advice fees and then generating new business with a network of existing professional connections with solicitor and accountancy firms. This role will be suitable for an established Financial Planner with at least 2-3 years of solid advising experience who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have some clients who fit their investment proposition then they would welcome this. Would this be of interest at all? get in touch with Peter at Financial Divisions.
Are you a graduate with ambitions to become a Chartered Financial Planner? Our Graduate Programme is designed to fast track your development by giving you hands on experience across key areas of the financial planning journey. This 3 year rotational scheme provides a unique opportunity to build the skills, knowledge and confidence needed to succeed in a client facing advisory role or discover alternative pathways within our growing and award winning firm. Programme Overview This is not your typical graduate scheme. From day one, you'll be working in real roles with real responsibility, supported by experienced mentors and a peer network of current and past graduates. Across three years you will work in rotations, gaining exposure to the full advice process, from initial client contact through to technical planning and adviser support, giving you a comprehensive understanding of how we build lasting relationships with clients and help them achieve their goals through financial planning and wealth management at the highest level. Initial rotations You'll rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams. Each rotation is designed to enhance your technical understanding, develop your professional skills, and give you hands on experience of how we deliver exceptional outcomes for clients. You'll be supported throughout, with clear objectives in each placement and the chance to explore where your strengths and interests lie. Paraplanning Build your technical knowledge in a more analytical and research driven role. You'll work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations. This stage is key to deepening your understanding of financial products, tax planning and compliance requirements. Advice Team Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management. This rotation offers insight into the advisory role and gives you the opportunity to start developing the interpersonal and commercial skills needed to advise clients with confidence. Please note, these rotations can be subject to change if there is a requirement elsewhere in the business and are in no particular order. What You'll Gain A comprehensive understanding of the advice journey in a real world setting Support in completing the Level 4 Diploma in Regulated Financial Planning (CII) Access to a structured development programme, including cohort training sessions Mentoring from senior colleagues and buddy support from previous graduates Exposure to different departments and career paths within the business The chance to build a strong internal network and lasting professional relationships Career Progression Upon successful completion of the programme, you'll be considered for a Financial Planning Executive (FPE) role or another suitable opportunity within the business. From there, you can continue your journey through our internal Training Academy, work closely with our adviser team, and ultimately progress into a Financial Adviser role, with full support towards Chartered status or alternative routes depending on your strengths and interests. What We're Looking For A strong academic background (at least a 2:1 degree in any subject) A genuine interest in a career in financial planning and wealth management Excellent communication and interpersonal skills Strong organisational ability and attention to detail A proactive and collaborative mindset Willingness to travel between offices (Leeds and London) when needed Benefits Company discretionary bonus scheme Full time hours (35 per week) Monday to Friday 9.00am-5.00pm - 1 hour for lunch 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period Private Healthcare Group Income Protection Life Assurance Eye Care Scheme Wellbeing programme Bike to Work Scheme Full support with professional qualifications after qualifying period
Mar 24, 2026
Full time
Are you a graduate with ambitions to become a Chartered Financial Planner? Our Graduate Programme is designed to fast track your development by giving you hands on experience across key areas of the financial planning journey. This 3 year rotational scheme provides a unique opportunity to build the skills, knowledge and confidence needed to succeed in a client facing advisory role or discover alternative pathways within our growing and award winning firm. Programme Overview This is not your typical graduate scheme. From day one, you'll be working in real roles with real responsibility, supported by experienced mentors and a peer network of current and past graduates. Across three years you will work in rotations, gaining exposure to the full advice process, from initial client contact through to technical planning and adviser support, giving you a comprehensive understanding of how we build lasting relationships with clients and help them achieve their goals through financial planning and wealth management at the highest level. Initial rotations You'll rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams. Each rotation is designed to enhance your technical understanding, develop your professional skills, and give you hands on experience of how we deliver exceptional outcomes for clients. You'll be supported throughout, with clear objectives in each placement and the chance to explore where your strengths and interests lie. Paraplanning Build your technical knowledge in a more analytical and research driven role. You'll work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations. This stage is key to deepening your understanding of financial products, tax planning and compliance requirements. Advice Team Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management. This rotation offers insight into the advisory role and gives you the opportunity to start developing the interpersonal and commercial skills needed to advise clients with confidence. Please note, these rotations can be subject to change if there is a requirement elsewhere in the business and are in no particular order. What You'll Gain A comprehensive understanding of the advice journey in a real world setting Support in completing the Level 4 Diploma in Regulated Financial Planning (CII) Access to a structured development programme, including cohort training sessions Mentoring from senior colleagues and buddy support from previous graduates Exposure to different departments and career paths within the business The chance to build a strong internal network and lasting professional relationships Career Progression Upon successful completion of the programme, you'll be considered for a Financial Planning Executive (FPE) role or another suitable opportunity within the business. From there, you can continue your journey through our internal Training Academy, work closely with our adviser team, and ultimately progress into a Financial Adviser role, with full support towards Chartered status or alternative routes depending on your strengths and interests. What We're Looking For A strong academic background (at least a 2:1 degree in any subject) A genuine interest in a career in financial planning and wealth management Excellent communication and interpersonal skills Strong organisational ability and attention to detail A proactive and collaborative mindset Willingness to travel between offices (Leeds and London) when needed Benefits Company discretionary bonus scheme Full time hours (35 per week) Monday to Friday 9.00am-5.00pm - 1 hour for lunch 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period Private Healthcare Group Income Protection Life Assurance Eye Care Scheme Wellbeing programme Bike to Work Scheme Full support with professional qualifications after qualifying period
Birmingham,Bromsgrove,Cannock Chase,Coventry,Dudley,Herefordshire,Malvern Hills,Newcastle,Nuneaton and Bedworth,Redditch,Rugby,Sandwell,Shropshire,Stafford,Staffordshire,Stoke-on-Trent,Stratford-on-Avon,Tamworth,Telford and Wrekin,Walsall,Warwick,Warwickshire,Wolverhampton,Worcestershire,Wychavon,Wyre Forest Salary: Dependent on experience and skills Waterman Aspen welcomes planning professionals, engineers and technical specialists to make their mark by working on some of the biggest development management and infrastructure projects or in delivering professional services across the UK. We specialise in secondment services, providing the right people, with the right skills for the job, at the right time. Our diverse client base includes local authorities, consultancies, public bodies and construction companies. We take pride in supporting our colleagues throughout their careers. We're a people centric organisation, placing mutual respect and dignity in the highest regard. This is reflected in our approach to issues such as mental health and wellbeing, family friendly policies, social value, and net zero. We're a Disability Confident Employer and an accredited Real Living Wage Employer. We have big ambitions for the future, and we'd love for you to be part of it. Your career with Waterman Aspen You'll get all the benefits of being employed by us, while working on a variety of projects for our clients. Joining Waterman Aspen as a Senior / Principal Planner will see you as a key member of the Town Planning team and you can expect: A varied client base where you can apply and develop your skills Buy in from clients to assist in your technical progression Further exposure to your chosen industry - increasing your awareness, knowledge and sharpening of your skills The flexibility to broaden your horizons with each new secondment, without changing your employer Career development and training to reach your professional or academic qualification goals supported by our own network of mentors and managers Paid subscription to a professional body of your choice Regular social events and volunteering opportunities More than 5 years planning experience within the public or private sector. Chartered member of the RTPI or working towards membership. Knowledge and understanding of planning legislation and Government Policy. Experience of presenting to a wide range of audiences. Experience of writing reports and planning statements. Experience of writing proofs of evidence and attending public inquiries/examinations. Project management and research skills. You'll get this and so much more As a salaried colleague, you'll get a salary in line with your experience, skills and location along with an industry leading benefits package: Contribution to commuting mileage Permanent health insurance 25 days annual leave (option to buy up to 5 more), in addition to the normal public holidays (based on a 40 hour week, pro rata for part time colleagues) Company pension contribution Salary sacrifice to buy additional benefits 1 paid Waterman Aspen in the Community Day to volunteer in your local community We have big plans for the future and we'd love for you to be part of it. If you're interested in joining our team of engineering and technical specialists, take a look at our latest opportunities here. We find you opportunities that perfectly match your expertise and career aspirations, with industry leading training, development, and support at your fingertips. Our people are the most important part of our business - in fact, they are our business - and building successful careers is what we're all about. Don't just take our word for it - find out what some of our colleagues have to say about their career with Waterman Aspen.
Mar 23, 2026
Full time
Birmingham,Bromsgrove,Cannock Chase,Coventry,Dudley,Herefordshire,Malvern Hills,Newcastle,Nuneaton and Bedworth,Redditch,Rugby,Sandwell,Shropshire,Stafford,Staffordshire,Stoke-on-Trent,Stratford-on-Avon,Tamworth,Telford and Wrekin,Walsall,Warwick,Warwickshire,Wolverhampton,Worcestershire,Wychavon,Wyre Forest Salary: Dependent on experience and skills Waterman Aspen welcomes planning professionals, engineers and technical specialists to make their mark by working on some of the biggest development management and infrastructure projects or in delivering professional services across the UK. We specialise in secondment services, providing the right people, with the right skills for the job, at the right time. Our diverse client base includes local authorities, consultancies, public bodies and construction companies. We take pride in supporting our colleagues throughout their careers. We're a people centric organisation, placing mutual respect and dignity in the highest regard. This is reflected in our approach to issues such as mental health and wellbeing, family friendly policies, social value, and net zero. We're a Disability Confident Employer and an accredited Real Living Wage Employer. We have big ambitions for the future, and we'd love for you to be part of it. Your career with Waterman Aspen You'll get all the benefits of being employed by us, while working on a variety of projects for our clients. Joining Waterman Aspen as a Senior / Principal Planner will see you as a key member of the Town Planning team and you can expect: A varied client base where you can apply and develop your skills Buy in from clients to assist in your technical progression Further exposure to your chosen industry - increasing your awareness, knowledge and sharpening of your skills The flexibility to broaden your horizons with each new secondment, without changing your employer Career development and training to reach your professional or academic qualification goals supported by our own network of mentors and managers Paid subscription to a professional body of your choice Regular social events and volunteering opportunities More than 5 years planning experience within the public or private sector. Chartered member of the RTPI or working towards membership. Knowledge and understanding of planning legislation and Government Policy. Experience of presenting to a wide range of audiences. Experience of writing reports and planning statements. Experience of writing proofs of evidence and attending public inquiries/examinations. Project management and research skills. You'll get this and so much more As a salaried colleague, you'll get a salary in line with your experience, skills and location along with an industry leading benefits package: Contribution to commuting mileage Permanent health insurance 25 days annual leave (option to buy up to 5 more), in addition to the normal public holidays (based on a 40 hour week, pro rata for part time colleagues) Company pension contribution Salary sacrifice to buy additional benefits 1 paid Waterman Aspen in the Community Day to volunteer in your local community We have big plans for the future and we'd love for you to be part of it. If you're interested in joining our team of engineering and technical specialists, take a look at our latest opportunities here. We find you opportunities that perfectly match your expertise and career aspirations, with industry leading training, development, and support at your fingertips. Our people are the most important part of our business - in fact, they are our business - and building successful careers is what we're all about. Don't just take our word for it - find out what some of our colleagues have to say about their career with Waterman Aspen.
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You'll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning Build strong relationships with new clients through proactive networking, referrals and introductions Manage ongoing review work to maintain high standards of service and ethics Work closely with paraplanners, administrators and compliance to deliver a smooth client experience Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits Competitive basic salary likely within £50,000 - £75,000 , depending on experience Performance related bonus structure Full paraplanning, administration and compliance support Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Mixture of seeing clients in their office, clients' home or via Teams Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 23, 2026
Full time
This Financial Adviser job is ideal for a driven, business development focused Adviser who enjoys building new relationships and developing long term clients within an established, regional, independent financial planning firm. You'll be joining a highly respected team that delivers fully independent, holistic financial planning across pensions, investments, protection and broader wealth management. The firm will give you full internal support, but the real opportunity here is for an Adviser who thrives on generating their own activity, creating introducer relationships and growing a meaningful client bank over time. In addition, they have an in-house employee benefits team that can assist their corporate clients and produce new clients for personal financial planning. In this role you will: Provide independent advice across pensions, investments, protection and wider financial planning Build strong relationships with new clients through proactive networking, referrals and introductions Manage ongoing review work to maintain high standards of service and ethics Work closely with paraplanners, administrators and compliance to deliver a smooth client experience Stay up to date with regulatory and technical changes to maintain high-quality advice The firm offers flexibility on experience, with packages tailored according to capability, track record and the value you can bring. Financial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions and investments Essential: Clear evidence of proactive business generation (hunter profile) Desirable: Established introducer links or a strong professional network The Company An independent financial planning firm with a strong reputation for delivering holistic, client led advice. They offer full internal support, modern systems and a collaborative team environment, with long term potential for advisers who demonstrate growth and commitment. Financial Adviser Benefits Competitive basic salary likely within £50,000 - £75,000 , depending on experience Performance related bonus structure Full paraplanning, administration and compliance support Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan Mixture of seeing clients in their office, clients' home or via Teams Free car parking available on site Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status Office-based with some flexibility depending on experience Location Ideal for candidates within travelling distance of Meriden If this sounds like the right opportunity for you, click Apply to speak with our team. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Are you a proactive and professional Financial Planner seeking a new and exciting opportunity? Are you self motivated and able to deal with a wide range of introducers and professional connections? Do you want to work for a well respected and innovative firm committed to professional development? If the answer to these questions is yes, we would like to hear from you. As part of their strategic business plan, this award winning Wealth Management firm is seeking to appoint a new Financial Planner to manage existing clients as well as looking to develop new business opportunities via established introducers and referrals . Working with an existing client portfolio, you will deliver bespoke advice ensuring high standards of professionalism and client care. In addition, you will establish connections with introducers and be responsible for growing the wealth management operation in the area. You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role. The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Level 4 status and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationships This is an excellent opportunity to join a forward thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be rewarded Wealth Management, IFA Financial Planning, Pensions, Investments, Tax, Estate Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Mar 23, 2026
Full time
Are you a proactive and professional Financial Planner seeking a new and exciting opportunity? Are you self motivated and able to deal with a wide range of introducers and professional connections? Do you want to work for a well respected and innovative firm committed to professional development? If the answer to these questions is yes, we would like to hear from you. As part of their strategic business plan, this award winning Wealth Management firm is seeking to appoint a new Financial Planner to manage existing clients as well as looking to develop new business opportunities via established introducers and referrals . Working with an existing client portfolio, you will deliver bespoke advice ensuring high standards of professionalism and client care. In addition, you will establish connections with introducers and be responsible for growing the wealth management operation in the area. You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role. The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Level 4 status and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationships This is an excellent opportunity to join a forward thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be rewarded Wealth Management, IFA Financial Planning, Pensions, Investments, Tax, Estate Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Birmingham,Bromsgrove,Cannock Chase,Coventry,Dudley,Herefordshire,Malvern Hills,Newcastle,Nuneaton and Bedworth,Redditch,Rugby,Sandwell,Shropshire,Stafford,Staffordshire,Stoke-on-Trent,Stratford-on-Avon,Tamworth,Telford and Wrekin,Walsall,Warwick,Warwickshire,Wolverhampton,Worcestershire,Wychavon,Wyre Forest Salary: Dependent on experience and skills Waterman Aspen welcomes planning professionals, engineers and technical specialists to make their mark by working on some of the biggest development management and infrastructure projects or in delivering professional services across the UK. We specialise in secondment services, providing the right people, with the right skills for the job, at the right time. Our diverse client base includes local authorities, consultancies, public bodies and construction companies. We take pride in supporting our colleagues throughout their careers. We're a people centric organisation, placing mutual respect and dignity in the highest regard. This is reflected in our approach to issues such as mental health and wellbeing, family friendly policies, social value, and net zero. We're a Disability Confident Employer and an accredited Real Living Wage Employer. We have big ambitions for the future, and we'd love for you to be part of it. Your career with Waterman Aspen You'll get all the benefits of being employed by us, while working on a variety of projects for our clients. Joining Waterman Aspen as a Senior / Principal Planner will see you as a key member of the Town Planning team and you can expect: A varied client base where you can apply and develop your skills Buy in from clients to assist in your technical progression Further exposure to your chosen industry - increasing your awareness, knowledge and sharpening of your skills The flexibility to broaden your horizons with each new secondment, without changing your employer Career development and training to reach your professional or academic qualification goals supported by our own network of mentors and managers Paid subscription to a professional body of your choice Regular social events and volunteering opportunities More than 5 years planning experience within the public or private sector. Chartered member of the RTPI or working towards membership. Knowledge and understanding of planning legislation and Government Policy. Experience of presenting to a wide range of audiences. Experience of writing reports and planning statements. Experience of writing proofs of evidence and attending public inquiries/examinations. Project management and research skills. You'll get this and so much more As a salaried colleague, you'll get a salary in line with your experience, skills and location along with an industry leading benefits package: Contribution to commuting mileage Permanent health insurance 25 days annual leave (option to buy up to 5 more), in addition to the normal public holidays (based on a 40 hour week, pro rata for part time colleagues) Company pension contribution Salary sacrifice to buy additional benefits 1 paid Waterman Aspen in the Community Day to volunteer in your local community We have big plans for the future and we'd love for you to be part of it. If you're interested in joining our team of engineering and technical specialists, take a look at our latest opportunities here. We find you opportunities that perfectly match your expertise and career aspirations, with industry leading training, development, and support at your fingertips. Our people are the most important part of our business - in fact, they are our business - and building successful careers is what we're all about. Don't just take our word for it - find out what some of our colleagues have to say about their career with Waterman Aspen.
Mar 23, 2026
Full time
Birmingham,Bromsgrove,Cannock Chase,Coventry,Dudley,Herefordshire,Malvern Hills,Newcastle,Nuneaton and Bedworth,Redditch,Rugby,Sandwell,Shropshire,Stafford,Staffordshire,Stoke-on-Trent,Stratford-on-Avon,Tamworth,Telford and Wrekin,Walsall,Warwick,Warwickshire,Wolverhampton,Worcestershire,Wychavon,Wyre Forest Salary: Dependent on experience and skills Waterman Aspen welcomes planning professionals, engineers and technical specialists to make their mark by working on some of the biggest development management and infrastructure projects or in delivering professional services across the UK. We specialise in secondment services, providing the right people, with the right skills for the job, at the right time. Our diverse client base includes local authorities, consultancies, public bodies and construction companies. We take pride in supporting our colleagues throughout their careers. We're a people centric organisation, placing mutual respect and dignity in the highest regard. This is reflected in our approach to issues such as mental health and wellbeing, family friendly policies, social value, and net zero. We're a Disability Confident Employer and an accredited Real Living Wage Employer. We have big ambitions for the future, and we'd love for you to be part of it. Your career with Waterman Aspen You'll get all the benefits of being employed by us, while working on a variety of projects for our clients. Joining Waterman Aspen as a Senior / Principal Planner will see you as a key member of the Town Planning team and you can expect: A varied client base where you can apply and develop your skills Buy in from clients to assist in your technical progression Further exposure to your chosen industry - increasing your awareness, knowledge and sharpening of your skills The flexibility to broaden your horizons with each new secondment, without changing your employer Career development and training to reach your professional or academic qualification goals supported by our own network of mentors and managers Paid subscription to a professional body of your choice Regular social events and volunteering opportunities More than 5 years planning experience within the public or private sector. Chartered member of the RTPI or working towards membership. Knowledge and understanding of planning legislation and Government Policy. Experience of presenting to a wide range of audiences. Experience of writing reports and planning statements. Experience of writing proofs of evidence and attending public inquiries/examinations. Project management and research skills. You'll get this and so much more As a salaried colleague, you'll get a salary in line with your experience, skills and location along with an industry leading benefits package: Contribution to commuting mileage Permanent health insurance 25 days annual leave (option to buy up to 5 more), in addition to the normal public holidays (based on a 40 hour week, pro rata for part time colleagues) Company pension contribution Salary sacrifice to buy additional benefits 1 paid Waterman Aspen in the Community Day to volunteer in your local community We have big plans for the future and we'd love for you to be part of it. If you're interested in joining our team of engineering and technical specialists, take a look at our latest opportunities here. We find you opportunities that perfectly match your expertise and career aspirations, with industry leading training, development, and support at your fingertips. Our people are the most important part of our business - in fact, they are our business - and building successful careers is what we're all about. Don't just take our word for it - find out what some of our colleagues have to say about their career with Waterman Aspen.
Job Role: Trainee Paraplanner Location: Chorley Salary: Up to £35,000 (dependent on experience) Job Type: Full-time, Permanent Reference Number: 10128 Recruit UK is working in partnership with a respected and growing financial planning firm, to recruit a Trainee Paraplanner With offices across the UK, they are now building upon their established Northwest hub. This is an excellent opportunity for a trainee looking to develop technical skills in a supportive business that values quality advice, professional development, and long-term career progression. The Role As a Trainee Paraplanner, you will work closely with Financial Advisers to learn and assist in delivering high-quality, compliant financial planning solutions. Your responsibilities will include: Supporting the preparation of suitability reports and financial recommendations Conducting research across pensions, investments, protection, and retirement planning Assisting in analysing client objectives and financial data Learning to support advisers with complex cases Ensuring all documentation meets FCA and compliance standards Liaising with advisers, administrators, and product providers About You The successful candidate will have: A keen interest in financial planning and paraplanning Strong analytical skills and attention to detail Excellent written communication Motivation to complete exams and progress towards becoming a Chartered Adviser Previous administrative or financial experience is desirable but not essential What's on Offer Competitive salary of up to £35,000 (dependent on experience) Full exam support and study leave Hybrid working: 1 day from home after 3 months, 2 days after 6 months Structured career development and progression towards a Chartered Adviser role Supportive and professional working environment Please apply with your most up-to-date CV if you feel you may be suitable. About Recruit UK As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a network of over 100,000 financial services professionals Our commitment to you: Start every journey with a conversation to understand your goals Provide honest feedback on your fit in the job market Use our network to match you to your perfect position Take a holistic approach - career satisfaction is more than just salary Cover the whole of the UK with a local touch Never pester you
Mar 23, 2026
Full time
Job Role: Trainee Paraplanner Location: Chorley Salary: Up to £35,000 (dependent on experience) Job Type: Full-time, Permanent Reference Number: 10128 Recruit UK is working in partnership with a respected and growing financial planning firm, to recruit a Trainee Paraplanner With offices across the UK, they are now building upon their established Northwest hub. This is an excellent opportunity for a trainee looking to develop technical skills in a supportive business that values quality advice, professional development, and long-term career progression. The Role As a Trainee Paraplanner, you will work closely with Financial Advisers to learn and assist in delivering high-quality, compliant financial planning solutions. Your responsibilities will include: Supporting the preparation of suitability reports and financial recommendations Conducting research across pensions, investments, protection, and retirement planning Assisting in analysing client objectives and financial data Learning to support advisers with complex cases Ensuring all documentation meets FCA and compliance standards Liaising with advisers, administrators, and product providers About You The successful candidate will have: A keen interest in financial planning and paraplanning Strong analytical skills and attention to detail Excellent written communication Motivation to complete exams and progress towards becoming a Chartered Adviser Previous administrative or financial experience is desirable but not essential What's on Offer Competitive salary of up to £35,000 (dependent on experience) Full exam support and study leave Hybrid working: 1 day from home after 3 months, 2 days after 6 months Structured career development and progression towards a Chartered Adviser role Supportive and professional working environment Please apply with your most up-to-date CV if you feel you may be suitable. About Recruit UK As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or trying to fill a role. We have a network of over 100,000 financial services professionals Our commitment to you: Start every journey with a conversation to understand your goals Provide honest feedback on your fit in the job market Use our network to match you to your perfect position Take a holistic approach - career satisfaction is more than just salary Cover the whole of the UK with a local touch Never pester you
Self-Employed Independent Financial Adviser (IFA) Location: Leicestershire (Field-Based) Client Bank: £18M AUM 125 Clients The Opportunity A rare opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active and well-maintained client bank in Leicestershire. • Approximately 125 households with £18M assets under management • Clients are loyal, engaged, and used to annual reviews • Average client size of £100K+ AUM • Immediate access to a stable and recurring income stream • Significant opportunity to grow the portfolio further Income & Earnings • £180,000 ongoing fee income from existing clients • £56,000 expected baseline income in year one (after support costs) • Clients pay 1% ongoing fees Earning splits: • 35% on ongoing servicing (annual reviews) • 50% on new business from inherited clients • 60% on self-generated business Support & Infrastructure • Paraplanning and administrative support available (flexible structure) • PI insurance and full compliance support provided • Strong, proven lead generation model • Regular opportunities via webinars, seminars, and warm leads • National adviser network (24 advisers) with minimal overlap in the region Your Role • Deliver annual reviews and holistic financial planning • Advise across pensions, investments, protection, and estate planning • Maintain and deepen existing client relationships • Generate new business from both internal and external sources • Operate in line with FCA compliance standards What We're Looking For • Minimum 3 years' experience as an IFA or Financial Planner • Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous) • Strong communication and relationship management skills • Comfortable working independently in a field-based role • Professional, ethical, and client-focused approach Why This Role Stands Out • Immediate income from day one • Established client bank with long-term potential • High degree of autonomy in how you run your business • Supportive infrastructure without employed restrictions • Access to a proven lead generation model and adviser community
Mar 23, 2026
Full time
Self-Employed Independent Financial Adviser (IFA) Location: Leicestershire (Field-Based) Client Bank: £18M AUM 125 Clients The Opportunity A rare opportunity has arisen for an experienced Independent Financial Adviser to inherit a fully active and well-maintained client bank in Leicestershire. • Approximately 125 households with £18M assets under management • Clients are loyal, engaged, and used to annual reviews • Average client size of £100K+ AUM • Immediate access to a stable and recurring income stream • Significant opportunity to grow the portfolio further Income & Earnings • £180,000 ongoing fee income from existing clients • £56,000 expected baseline income in year one (after support costs) • Clients pay 1% ongoing fees Earning splits: • 35% on ongoing servicing (annual reviews) • 50% on new business from inherited clients • 60% on self-generated business Support & Infrastructure • Paraplanning and administrative support available (flexible structure) • PI insurance and full compliance support provided • Strong, proven lead generation model • Regular opportunities via webinars, seminars, and warm leads • National adviser network (24 advisers) with minimal overlap in the region Your Role • Deliver annual reviews and holistic financial planning • Advise across pensions, investments, protection, and estate planning • Maintain and deepen existing client relationships • Generate new business from both internal and external sources • Operate in line with FCA compliance standards What We're Looking For • Minimum 3 years' experience as an IFA or Financial Planner • Level 4 Diploma qualified (Chartered or working towards Level 6 advantageous) • Strong communication and relationship management skills • Comfortable working independently in a field-based role • Professional, ethical, and client-focused approach Why This Role Stands Out • Immediate income from day one • Established client bank with long-term potential • High degree of autonomy in how you run your business • Supportive infrastructure without employed restrictions • Access to a proven lead generation model and adviser community
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office, IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office, IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Job Title: IFA Administrator Industry: Financial Advice Location: Birmingham (Hybrid post-probation) Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 22, 2026
Full time
Job Title: IFA Administrator Industry: Financial Advice Location: Birmingham (Hybrid post-probation) Salary: £26,000 - £30,000 DOE Reference Number: 10082 Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm specialising in delivering a comprehensive range of services, including investment advice, retirement planning, and legacy planning, supporting individuals, families, and businesses across the Midlands and beyond. As an IFA Administrator you will provide support to Office Managers & Financial planners across all aspects of financial services administration. This will include processing Letters of Authority (LOA), prepare client documentation, and liaise with providers and clients. Responsibilities Processing new business applications and liaising with providers to ensure timely completion Prepare client appointment packs and manage adviser diaries Ensure all documentation meets FCA regulatory standards Gather data for cash flow modelling and portfolio analysis What's in it for you: Salary up to £30,000 depending on experience Auto enrolment pension 23 days annual leave plus bank holidays Group Life cover Income protection Company sick pay Employee Assistance Programme Financial wellbeing support Hybrid working post probation Skills and experience required: Minimum of 2 years' experience (or equivalent) as an Administrator within an Independent Financial Adviser Proven experience within Financial Services Strong organisational skills with the ability to plan and prioritise effectively Get in touch or apply online to find out more about this opportunity! About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
Mar 22, 2026
Full time
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK. This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial planning. With continued growth, it is an exciting time to join our client that genuinely invests in its people and their long term careers. The Opportunity This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high-performing advice team. You will work closely with Financial Planners and Paraplanners, playing a vital role in ensuring clients receive a smooth, efficient and professional financial planning experience. Your responsibilities will include: Managing client correspondence and maintaining strong client relationships Processing new business applications across pensions, investments and protection Preparing client review packs and meeting documentation Arranging client meetings and managing financial planner diaries Requesting provider illustrations and product information Maintaining accurate, well-presented and compliant client records on internal systems Handling client enquiries, provider communication and requests Providing general back-office and operational support using Intelligent Office - IO Ensuring all administration is carried out in line with internal procedures and regulatory standards Genuine Career Progression One of the key attractions of joining this business is the clear and structured career pathway available. For those who wish to develop their career further, the firm offers progression opportunities into: Trainee Paraplanner Paraplanner Financial Adviser Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning administration and build long-term careers within the team. Benefits & Package Our client is well known for its supportive culture, strong leadership and investment in staff development, offering a highly competitive package including: 25 days holiday plus bank holidays Your birthday off Annual salary reviews Staff recognition and awards programmes Study support for professional industry qualifications Adviser Academy - comprehensive in-house training programme Clear career progression opportunities Hybrid and flexible working arrangements Additional holiday purchase scheme Life assurance Company pension Corporate eye-care cover About You This role will suit an individual with existing experience within an IFA or Financial Planning environment who is looking to further develop their career within a highly respected national firm. You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple priorities in a busy team environment Confidence using Microsoft Office and financial planning systems Why Join? The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response
