Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
May 02, 2026
Full time
Job Title: Financial Adviser Salary: £60,000 - £65,000 Location: Dorking Term: Permanent A growing Financial Planning business is in search of a Financial Adviser to join their thriving business. Join a business with integrity where clients remain at the heart of the mission rather than products. Main Purpose & Scope of the Financial Adviser role: The Financial Adviser is responsible for providing clients with holistic, tailored financial advice that helps them achieve financial objectives. The role involves building and maintaining strong client relationships, undertaking detailed fact-finding, analysing client needs, recommending appropriate financial planning and investment solutions in line with FCA regulations and company policies. The adviser will manage a portfolio of new and existing clients, delivering high-quality service and advice across areas such as retirement planning, investments and protection strategies. Working closely with paraplanners, administrators, and compliance, the Financial Adviser ensures that all recommendations are informed, compliant, and clearly communicated to clients. The scope of the role includes developing new business opportunities, contributing to client acquisition and retention, maintaining professional competence in line with company values. Duties of the Financial Adviser role: Client Acquisition Identify, develop, and manage new client opportunities through networking, referrals, and business development activities. Conduct detailed fact-finding with prospective clients to understand their financial circumstances, needs, and objectives. Gather and analyse financial information (income, expenses, assets, liabilities) and ensure accurate input into the CRM database. Present clear, tailored financial planning solutions in line with company values and FCA requirements. Maintain accurate client records and ensure client documentation. Existing Clients Manage and maintain a portfolio of clients, delivering ongoing financial planning advice and reviews. Conduct regular review meetings, preparing performance data and ensuring client objectives remain on track. Implement agreed actions, including portfolio rebalancing, updating risk profiles, and making changes to financial plans. Provide technical guidance and support to clients, including use of the Investor Portal. Technical Research & Reporting Work with paraplanners to ensure suitability reports and supporting documentation accurately reflect client needs and adviser recommendations. Ensure all correspondence, fee proposals, and follow-up materials are accurate, compliant, and client-focused. Regulatory Compliance Ensure all client advice, recommendations, and documentation comply with FCA regulations and internal policies. Take ownership for maintaining high standards of ethical and compliant practice. Collaborate with the Compliance Officer to ensure audit readiness and adherence to regulatory standards. Client Communication Build and maintain long-term relationships with clients, acting as their primary financial planning contact. Communicate complex financial concepts clearly and confidently, ensuring clients understand recommendations and decisions. Teamwork & Collaboration Work closely with paraplanners and administrators to ensure the advice process is efficient and client-focused. Support the development of junior staff or trainees through mentoring and guidance where appropriate. Professional Development Maintain up-to-date knowledge of financial products, legislation, and best practice. Complete CPD requirements and maintain relevant industry qualifications (minimum Level 4 Diploma, with progression toward Chartered status desirable). Skills and experience required for the Financial Adviser role: Experience and Knowledge Proven experience in providing regulated financial advice, with strong understanding of financial planning principles, products, and investment solutions. In-depth knowledge of FCA regulations, compliance requirements, and reporting. Demonstrated success in delivering tailored financial planning advice. Proficient in the use of financial planning tools, cashflow modelling software, and CRM systems. Skills Strong analytical and problem-solving skills with the ability to interpret complex financial data and present practical solutions. Excellent organisational skills with a high level of accuracy and attention to detail. Strong time management and prioritisation and ability to meet deadlines. Exceptional written, verbal, and numerical communication skills, able to explain technical and complex information in a clear, client-friendly manner. Salary and Benefits for the Financial Adviser role: £60,000 to £65,000 Annual bonus based on company performance Hybrid flexible working structure (1 day per week at home) Health cover 5% pension contribution 25 days holiday (inc. bank holidays) 35 hour week Please apply on line or call Mary on (phone number removed) for more information. This vacancy is being advertised by RecruitAbility Ltd. The services advertised by RecruitAbility Ltd are those of an Employment Agency.
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
Apr 30, 2026
Full time
We are looking for a motivated and detail-oriented Junior Paraplanner to join our growing independent financial planning team. This role is ideal for someone looking to progress their career in financial planning who wants to gain hands-on experience supporting advisers and delivering high-quality client outcomes. You will work closely with Financial Advisers and Senior Paraplanners to research solutions, prepare reports, and ensure client recommendations are accurate, compliant, and tailored to client needs. Key Responsibilities Assist in the preparation of suitability reports and financial planning documents Conduct product and provider research (pensions, investments, protection, and retirement planning) Gather and analyse client financial information and documentation Support advisers with pre- and post-meeting preparation Maintain accurate client records and update back-office systems Liaise with providers and platforms to obtain information and progress cases Assist with cashflow modelling and basic financial planning analysis (where applicable) Skills & Experience Previous experience in financial planning support, administration, or a trainee paraplanning role Understanding of financial planning concepts (pensions, investments, protection) Strong attention to detail and organisational skills Good written communication skills for report preparation Comfortable working with financial systems and Microsoft Office Ability to manage multiple tasks and meet deadlines £30,000 - £35,000 Poole Office based
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is available for up to 2 days per week Hours: 5 days per week - 9am until 5pm (Monday - Friday) Salary; £25,000 - click apply for full job details
Apr 30, 2026
Full time
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. Whats most important is the desire to learn, and build a worthwhile career. Location: Office based primarily but home working is available for up to 2 days per week Hours: 5 days per week - 9am until 5pm (Monday - Friday) Salary; £25,000 - click apply for full job details
Job Title: Trainee Financial Planner Employer: Independent Multinational Wealth Management and Private Finance Firm Location: London About the Firm My client is a privately owned, independent wealth management and private finance firm providing impartial advice and tailored solutions to individuals, families and businesses. The firm offers advanced client systems, structured training and a compliance focused environment to support career development. Role Summary The Trainee Financial Planner will support senior advisers and learn to deliver holistic financial planning and wealth management services. This entry level role combines client servicing, administration and formal study toward recognised industry qualifications, preparing the trainee to advise on investments, pensions and protection. Key Responsibilities Assist senior planners with client fact finds, needs analyses and preparation of suitability reports Support preparation and implementation of financial plans covering savings, investments, pensions and protection products Maintain accurate client records and ensure documentation meets firm and regulatory standards Conduct market research and assist with portfolio monitoring and rebalancing under supervision Attend client meetings alongside senior advisers and contribute to client reviews Complete assigned training modules and professional qualifications (company supported) Contribute to business development activities (client outreach, referrals, networking) as directed Required Qualifications & Experience Minimum of A-levels, bachelor's degree, or equivalent; finance/business related degrees advantageous Part qualified and currently studying financial planning qualifications (e.g., Diploma/Chartered route) Some customer facing or sales/administrative experience desirable but not essential Eligible to work in the hiring location Skills & Attributes Strong communication and interpersonal skills Highly organised, detail oriented and good with documentation Motivated, coachable and commercially minded with a desire to progress Basic numeracy and IT skills; comfortable learning new systems and tools Professional demeanour and commitment to maintaining confidentiality and compliance Training & Development Structured training programme and study support for industry qualifications Mentoring from experienced planners and regular performance reviews Practical on the job learning with increasing client responsibility over time Benefits Competitive starter salary with performance incentives and long term earning potential Commission/trail structures as progression occurs Full operational and compliance support; clear career progression path Visa/work permit assistance for qualifying candidates and international mobility options Flexible working arrangements where applicable How to Apply Applicants should submit a CV and brief cover letter stating preferred location and career objectives via the recruiter or the client's careers page. Shortlisted candidates will be asked to provide references and eligibility documentation. Privacy & Consent By applying, candidates consent to the collection, use and processing of their personal data in accordance with the firm's privacy policy.
Apr 13, 2026
Full time
Job Title: Trainee Financial Planner Employer: Independent Multinational Wealth Management and Private Finance Firm Location: London About the Firm My client is a privately owned, independent wealth management and private finance firm providing impartial advice and tailored solutions to individuals, families and businesses. The firm offers advanced client systems, structured training and a compliance focused environment to support career development. Role Summary The Trainee Financial Planner will support senior advisers and learn to deliver holistic financial planning and wealth management services. This entry level role combines client servicing, administration and formal study toward recognised industry qualifications, preparing the trainee to advise on investments, pensions and protection. Key Responsibilities Assist senior planners with client fact finds, needs analyses and preparation of suitability reports Support preparation and implementation of financial plans covering savings, investments, pensions and protection products Maintain accurate client records and ensure documentation meets firm and regulatory standards Conduct market research and assist with portfolio monitoring and rebalancing under supervision Attend client meetings alongside senior advisers and contribute to client reviews Complete assigned training modules and professional qualifications (company supported) Contribute to business development activities (client outreach, referrals, networking) as directed Required Qualifications & Experience Minimum of A-levels, bachelor's degree, or equivalent; finance/business related degrees advantageous Part qualified and currently studying financial planning qualifications (e.g., Diploma/Chartered route) Some customer facing or sales/administrative experience desirable but not essential Eligible to work in the hiring location Skills & Attributes Strong communication and interpersonal skills Highly organised, detail oriented and good with documentation Motivated, coachable and commercially minded with a desire to progress Basic numeracy and IT skills; comfortable learning new systems and tools Professional demeanour and commitment to maintaining confidentiality and compliance Training & Development Structured training programme and study support for industry qualifications Mentoring from experienced planners and regular performance reviews Practical on the job learning with increasing client responsibility over time Benefits Competitive starter salary with performance incentives and long term earning potential Commission/trail structures as progression occurs Full operational and compliance support; clear career progression path Visa/work permit assistance for qualifying candidates and international mobility options Flexible working arrangements where applicable How to Apply Applicants should submit a CV and brief cover letter stating preferred location and career objectives via the recruiter or the client's careers page. Shortlisted candidates will be asked to provide references and eligibility documentation. Privacy & Consent By applying, candidates consent to the collection, use and processing of their personal data in accordance with the firm's privacy policy.
A leading financial services firm in Greater London is hiring a Trainee Financial Planner. In this entry-level position, you will assist senior advisers while learning to deliver holistic financial planning and wealth management services. You will engage in client servicing, administration, and formal study towards recognized qualifications. The firm emphasizes structured training and compliance support, ensuring a strong foundation for your financial career.
Apr 10, 2026
Full time
A leading financial services firm in Greater London is hiring a Trainee Financial Planner. In this entry-level position, you will assist senior advisers while learning to deliver holistic financial planning and wealth management services. You will engage in client servicing, administration, and formal study towards recognized qualifications. The firm emphasizes structured training and compliance support, ensuring a strong foundation for your financial career.
A regional Financial Advice firm in Inverurie is seeking a Trainee Paraplanner to assist with investments, protection, tax, and retirement planning for private clients. The role requires a solid foundation in financial planning, supportive work in an IFA environment, and strong client communication skills. The position offers a salary between £30,000 and £36,000 along with benefits, and provides immediate coaching and development for a successful Paraplanning career.
Apr 10, 2026
Full time
A regional Financial Advice firm in Inverurie is seeking a Trainee Paraplanner to assist with investments, protection, tax, and retirement planning for private clients. The role requires a solid foundation in financial planning, supportive work in an IFA environment, and strong client communication skills. The position offers a salary between £30,000 and £36,000 along with benefits, and provides immediate coaching and development for a successful Paraplanning career.
Trainee Paraplanner £30,000 to £36,000 plus benefits Trainee Paraplanner required by this regional Financial Advice firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your paraplanner coaching, exam study and development begins immediately upon starting. Responsibilities report writing contact and communications with clients liaison with Financial Advisors assist with compilation of advice liaise with team regarding valuations and information gathering You will currently be working in an IFA/Wealth Manager environment in a support capacity, having already gained a good foundation of experience in financial planning. You will be seeking the step up to Paraplanning and will have already picked up some technical experience or exams along the way. If you are interested in this position you can click the apply button below or email your details to . JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Apr 09, 2026
Full time
Trainee Paraplanner £30,000 to £36,000 plus benefits Trainee Paraplanner required by this regional Financial Advice firm to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning. Your paraplanner coaching, exam study and development begins immediately upon starting. Responsibilities report writing contact and communications with clients liaison with Financial Advisors assist with compilation of advice liaise with team regarding valuations and information gathering You will currently be working in an IFA/Wealth Manager environment in a support capacity, having already gained a good foundation of experience in financial planning. You will be seeking the step up to Paraplanning and will have already picked up some technical experience or exams along the way. If you are interested in this position you can click the apply button below or email your details to . JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Benefits: Hours:9-5(flexible)Hybridworkingavailable Holidays:25(pluscloseatXmas) Pension:5%matched Bonus Regularsalaryreviews Studysupport Role: Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be p click apply for full job details
Mar 28, 2026
Full time
Benefits: Hours:9-5(flexible)Hybridworkingavailable Holidays:25(pluscloseatXmas) Pension:5%matched Bonus Regularsalaryreviews Studysupport Role: Are you an experienced Financial Adviser, who would relish the opportunity of looking after an established client bank? Or are you an experienced and Diploma qualified Paraplanner, keen to move into a Trainee Adviser role, where full support and clients will be p click apply for full job details
