Bristol, Glasgow

Job Title: Paraplanner (Bristol or Glasgow)
Reporting to: National Head of Paraplanning
Date of Issue: July 2025

This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success and will enable us to continue to deliver an excellent quality of service to our growing client base and support to our financial advisers.

Role Objective

We are seeking a detail-oriented and analytical Paraplanner to join our team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients.

Duties & Responsibilities

• Conduct comprehensive financial analysis to assist in the development of financial plans.
• Gather and organise client financial information, including income, expenses, assets, and liabilities.
• Use financial planning software to model various scenarios and projections.
• Prepare and review investment proposals and reports for clients.
• Collaborate with advisors to develop and implement customised financial strategies.
• Stay abreast of industry trends, regulations and changes in financial markets.
• Conduct research on financial products and investment opportunities.
• Ensure compliance with regulatory requirements and company policies.
• Maintain accurate and up-to-date client records.

Company compliance

• Ensuring all tasks are carried out within FCA regulatory requirements.
• Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process.
• Recording all correspondence.
• Ensuring that all dealings with clients are of an appropriate and entirely factual nature.
• Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company.

Other

• Undertake all other duties as reasonably required and directed.

Person Specification

Qualifications

• To hold the CII Level 4 Diploma or equivalent. Desire to work towards Chartered status will be fully supported.

Knowledge and experience

• Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable).
• Ability to perform basic tax calculations.
• Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.
• Ability to acquire, update and apply new skills and knowledge.
• Set own goals and want to deliver agreed targets.

IT skills

• Competent IT skills, including Word, Excel and Outlook.
• Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes.

Financial skills

• Ability to analyse financial issues and offer sound, reliable and professional advice.
• Ability to assess information, make comparisons and identify critical features.
• Ability to collate and present financial information.
• Ability to understand and analyse financial and non-financial data.

Personal skills

• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
• Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business.
• Professional integrity: The strength of character to explain a professional point while having empathy with a customer.
• Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.
• Flexibility: The flexibility for and commitment to continual service development and improvement.
• Be able to work within defined business processes.

This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.

If you are interested in learning more about this role or want to apply, please send your CV/Application to our HR Department, at hr@shackletonadvisers.co.uk

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.

Sector: Financial services / IFA / Compliance / Advice quality assurance

We are working with one of the UK's largest independently owned financial advisory and wealth management firms — headquartered in Bromsgrove, West Midlands, with over £6 billion in client assets and a national network of 200+ accredited independent financial advisers — to recruit an Advice Quality Assurance Technician on a permanent, hybrid basis.

This is a technical, compliance-focused role within the firm's Risk and Training and Competence (T&C) function. You will conduct pre-submission and post-submission advice quality audits across the IFA network, deliver constructive feedback to advisers, and support ongoing FCA regulatory activity. The role is well suited to an experienced Paraplanner, IFA Administrator, or compliance professional who wants to apply strong technical knowledge in a dedicated advice quality function.

WHAT YOU WILL BE DOING

• Conducting pre- and post-submission advice quality audits in line with the firm's T&C Scheme
• Delivering clear, constructive written feedback to Financial Advisers following case assessments
• Handling day-to-day advice and regulatory queries from IFAs and internal teams — researching and providing accurate responses
• Processing new business concessions and ensuring accurate, timely recording
• Supporting past-business audits related to FCA Thematic Reviews
• Assisting with the periodic assessment of adviser eligibility for Competent Adviser Status (CAS)
• Maintaining CPD records and keeping technical knowledge of financial planning regulation current

WHAT YOU WILL NEED

• Diploma in Financial Planning (DipPFS or equivalent) — minimum
• Experience in an IFA environment with strong technical knowledge of personal financial planning
• Working knowledge of FCA regulatory requirements — suitability, T&C Schemes, CAS, advice standards
• Excellent written communication and report-writing skills — accuracy and attention to detail essential
• Confident working independently, managing a varied caseload to deadlines
•  

BENEFITS

• Discretionary annual bonus
• Hybrid working
• Flexible holiday with buy and sell scheme + birthday off + long service days
• Contributory pension (Royal London) + death-in-service
• MediCash health and wellbeing cashback app — dental, optician, physio, gym
• Tailored professional development and qualification sponsorship
• Shopping and retailer discounts
• Annual Summer and Christmas events

A well-established and forward-thinking wealth management firm based in Berkhamsted is seeking an experienced Paraplanner to join its expanding team. This is a unique opportunity to be part of a collaborative environment where continuous development, professional excellence, and team-based success are at the core of the culture.

With a strong focus on training, career progression, and technical upskilling, the firm supports individuals who are passionate about financial planning and eager to contribute to delivering exceptional client service. The successful candidate will work alongside Chartered Financial Planners, Investment Specialists, and Managing Directors in a role that combines technical depth with real career growth potential.

Work Type: Hybrid – 3 days in-office (Tuesday to Thursday), 2 days remote (Monday and Friday)

Hours: Full-time, 37.5 hours/week (Monday to Friday, 9:00am–5:30pm)

Salary & Benefits

Salary: £35,000 – £45,000 (depending on experience and qualifications)

Holiday: 25 days annual leave plus bank holidays, with a holiday purchase scheme

Pension: Contributory pension scheme with salary exchange benefits

Additional Benefits:

Life assurance (3x salary)

Employee Assistance Programme

Study support toward Level 4 Diploma and beyond

Responsibilities

Produce high-quality suitability reports for pensions, investments, and complex financial planning cases

Draft advice letters and recommendations in line with FCA guidelines

Support annual review meetings with tailored documentation and performance reports

Conduct research using tools such as FE Analytics, CashCalc, and Defaqto

Build detailed cash flow models to support client financial goals

Respond to complex client and adviser queries with technical accuracy

Maintain and update CRM systems (e.g. X-Plan, Intelligent Office)

Collaborate with advisers and occasionally attend client meetings

Ensure compliance with all relevant regulations and internal standards

Requirements

Paraplanning experience within an IFA or financial planning setting

Diploma in Regulated Financial Planning (CII Level 4 or equivalent) or close to completing. 

Excellent report writing and communication skills

High attention to detail, strong organisational skills, and time management

This is a fantastic opportunity for a skilled Paraplanner who thrives in a collaborative, knowledge-sharing culture with clear routes for growth. Those who are passionate about delivering outstanding client outcomes and developing their technical expertise are encouraged to apply.

The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration.

Salary up to £50,000 + hybrid working 3 days in the office and 2 from home.

• Accelerated professional growth with exposure to complex cases and regulatory standards
• Greater independence in workload management, backed by a supportive team
• Structured development with access to training, mentoring, and career coaching
• Flexible working arrangements and an inclusive, energetic culture

Responsibilities

• Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation
• Collaborate with advisers to tailor recommendations and draft client-ready reports
• Maintain accurate client records, ensure regulatory compliance, and support annual reviews
• Contribute to process improvements to streamline case management and documentation
• Assist with project work and ad-hoc analysis as required by the team

Candidate profile

• A proven track record in financial planning support, within paraplanning
• Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material
• Proactive, collaborative, and adaptable with a genuine interest in learning and growth
• Excellent communication and teamwork capabilities

The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration.

Salary up to £50,000 + hybrid working 3 days in the office and 2 from home.

• Accelerated professional growth with exposure to complex cases and regulatory standards
• Greater independence in workload management, backed by a supportive team
• Structured development with access to training, mentoring, and career coaching
• Flexible working arrangements and an inclusive, energetic culture

Responsibilities

• Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation
• Collaborate with advisers to tailor recommendations and draft client-ready reports
• Maintain accurate client records, ensure regulatory compliance, and support annual reviews
• Contribute to process improvements to streamline case management and documentation
• Assist with project work and ad-hoc analysis as required by the team

Candidate profile

• A proven track record in financial planning support, within paraplanning
• Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material
• Proactive, collaborative, and adaptable with a genuine interest in learning and growth
• Excellent communication and teamwork capabilities

A dynamic and values-driven wealth management firm is seeking a dedicated Paraplanner to join its growing team. Known for delivering tailored, holistic financial advice, the firm supports high-net-worth individuals, business owners, and families in making confident, long-term financial decisions.

With a strong emphasis on trust, clarity, and professional integrity, this firm integrates investment, tax, pension, and estate planning strategies to help clients achieve financial peace of mind. The Paraplanner plays a pivotal role in ensuring advice is precise, compliant, and fully aligned with each client’s unique objectives.

The Paraplanner supports Advisers in delivering high-quality, independent financial planning by preparing technically sound reports, conducting in-depth research, and ensuring each recommendation is backed by analysis and regulatory standards. The role suits someone who enjoys contributing meaningfully behind the scenes while helping clients achieve long-term financial wellbeing.

Key Responsibilities

• Draft clear, FCA-compliant suitability reports for areas such as investments, pensions, protection, estate, and tax planning
• Conduct detailed technical research to support financial recommendations
• Interpret fact-finds, cashflow models, attitude to risk assessments, and client goals
• Carry out cashflow modelling and scenario planning to demonstrate potential outcomes
• Liaise with product providers, clients, and support teams to ensure data accuracy and report completeness
• Maintain a thorough understanding of tax legislation, investment structures, and planning opportunities
• Contribute to refining internal processes and improving client outcomes

Required Skills & Experience

• Level 4 Diploma in Regulated Financial Planning or close to completing (CII or equivalent)
• Strong technical knowledge of UK financial products and services
• Experience using financial planning software (e.g., Voyant, FE Analytics, Intelliflo Office)
• Excellent written and verbal communication skills
• High attention to detail, with strong organisational and analytical skills

Personal Attributes

• Professional, discreet, and client-centric
• Solution-oriented, with a strong sense of integrity
• Thrives in a collaborative, forward-thinking team
• Brings clarity and logic to complex financial scenarios

Are you a driven, client-focused Financial Planner/Advisor ready to transform not just your career but also the lives of your clients? Our leading Coventry-based financial planning firm – a respected industry authority renowned for its seamless transformation from an investment powerhouse to a planning-led trailblazer – is seeking top-tier talent to join their elite team.

This is more than a job; it’s a chance to be part of a respected legacy where your work makes a tangible difference. With a proven track record of industry success and overwhelmingly positive testimonials from clients and peers alike, your future with us is as secure as it is promising.

Salary up to £80,000 + Bonus & hybrid working 

Why This Role is Perfect for You:

• Begin your journey with a coveted portfolio of 30-50 households within just 6–12 months.
• This unique opportunity sets you apart, positioning you in a market where only a select few thrive.
• Benefit from a diversified suite of investment options that go beyond internal solutions – offering you the flexibility to tailor advice for unrivaled client outcomes.
• Join a team celebrated as “good eggs” in a thriving, low-turnover environment where ethical practice and genuine collaboration are the norm. •
• Enjoy the reward of building lasting relationships and watching your career soar among a team known for its industry accolades and mutual respect.

Key Responsibilities: 

• Deliver Passionate, Client-Centric Advice: Use your expertise to inspire client confidence and secure their financial futures.
• Your proactive approach and persuasive communication will open doors and build trust quickly.
• Cultivate Powerful Referral Networks: Leverage established relationships with accountants, solicitors, and other influential partners to expand your business, helping you tap into a network validated by our proven success.
• Manage High-Value Portfolios: Provide bespoke financial planning to affluent clients (average AUM north of £700K), ensuring each client receives solutions as unique as their aspirations.
• Autonomy with Support: With access to our approved panel of investment solutions and a team that backs your vision, you’ll have both the freedom and the expertise to deliver unmatched results.
• Team Synergy: Contribute actively to collaborative projects with a dedicated support team of six paraplanners and thirteen administrative professionals—all committed to upholding our longstanding tradition of excellence.
•  

Key Qualifications & Skills:

• A Track Record of Success: Demonstrated experience or strong comfort managing affluent client portfolios, particularly around the £500K threshold.
• Experience as a Financial Adviser is essential within the UK market 
• Proven abilities in business development, with a keen knack for harnessing referrals and building robust networks with accountants and solicitors.
• A deep commitment to ethical, client-first financial planning that resonates with our firm's values.
• Superior interpersonal and persuasive skills that not only drive business but also inspire trust and loyalty.
• Thrive under a bonus structure tied to firm profitability and shared sales success, where individual accomplishments are celebrated and rewarded.

We’re seeking professionals with an enduring passion for career growth, ready to invest in a partnership built on mutual success.

The firm offers exposure to holistic financial planning, structured development, and the opportunity to work alongside experienced paraplanners and senior advisers on a wide range of client cases.

Salary & Benefits: £35,000 – £45,000, hybrid working 2 days in the office and 3 from home and exam progress

The Paraplanner will support senior paraplanners and advisers across the full advice process, gradually taking on more responsibility as technical knowledge and confidence develop. This role provides hands-on experience across complex planning areas, with strong mentoring and exam support for those progressing through their RO qualifications.

Key Responsibilities

• Support senior paraplanners with research, calculations, and report preparation
• Assist with fact-finds using meeting notes and digital note-taking tools
• Draft sections of suitability reports and client documentation
• Carry out product, platform, and fund research
• Assist with cashflow modelling and scenario planning
• Liaise with administrators to ensure accurate and timely case progression
• Maintain accurate records in back-office systems
• Support planning across areas including pensions, investments, protection, and basic estate planning
• Ensure work is completed in line with compliance and regulatory standards

Skills & Experience Required

• Experience in a financial planning, paraplanning, or technical support role
• Candidates part way through RO exams (or actively studying)
• Strong numerical and analytical skills
• Good attention to detail and organisation
• Willingness to learn and develop technical knowledge

This role suits someone who is motivated, curious, and keen to develop within financial planning. The firm values individuals who take ownership of their learning, adapt well to change, and enjoy working collaboratively rather than within rigid corporate structures.

A growing and highly regarded financial planning firm is seeking an experienced Technical Paraplanner to join its expanding team. The business has experienced significant growth across two offices and offers a collaborative, supportive environment that balances professionalism with autonomy.

Salary: £50,000 – £65,000 (depending on experience and qualifications)

Location: Hybrid – Cheltenham (primary), typically 2 days from the office, 3 days at home

This is a holistic paraplanning role, suited to a technically strong paraplanner who enjoys managing complex cases end to end and acting as a trusted technical partner to senior advisers and clients.

This role suits a paraplanner who thrives in a non-corporate, autonomous environment. The firm values individuals who are hands-on, proactive, and willing to get involved beyond a rigid job description.

The Technical Paraplanner will play a central role in the delivery of high-quality financial planning. The position involves full responsibility for the technical “after part” of client advice, from meeting notes and fact-finding through to complex report writing and implementation.

The successful candidate will work closely with senior advisers who focus on business development and client relationships, providing comprehensive technical support across a wide range of planning scenarios. There is also scope to mentor and support junior paraplanners as the team continues to grow.

Key Responsibilities

• Scope Advice from initial meeting notes through to final suitability reports
• Work collaboratively with advisers to agree advice strategies and planning solutions
• Produce high-quality, technically robust suitability reports
• Act as a key point of contact for clients on complex planning cases
• Support planning across areas including: Estate and inheritance tax planning, Business relief and business-related planning, Pension crystallisation and annuity planning, Whole of life insurance, Trust planning and trust dissolution
• Liaise closely with administrators to ensure smooth case progression and client servicing
• Support complex planning work for senior leadership portfolios
• Assist with training and mentoring of junior paraplanners where appropriate
• Ensure all work meets regulatory and compliance standards, including file checking processes

Skills & Experience Required

• Proven experience in a technical or holistic paraplanning role
• Strong technical knowledge across complex financial planning areas
• Ability to manage cases independently from start to finish
• Comfortable supporting advisers who delegate detailed technical work
• Proactive mindset with the ability to identify improvements and efficiencies
• Diploma in Financial Planning (minimum requirement)
• Chartered status highly preferred (CII ideally, though LIBF or CISI also considered)

Company Overview

Ready to elevate your Paraplanning career in a firm that champions professional development, team collaboration, and technical excellence?

Join one of the UK’s leading independent wealth management firms, where you’ll work alongside Chartered Advisers and gain exposure to complex planning scenarios for high-net-worth clients. With a strong culture of learning and innovation, this is more than a support role – it's a launchpad for long-term career growth.

The Opportunity

• Salary up to £45,000 depending on experience

• Full-time, permanent position with hybrid working

• Join a progressive firm where paraplanning is recognised as a core professional function – not just a stepping stone

• Access structured CPD, exam support, and mentoring from senior technical professionals

Your Role as a Paraplanner

As a pivotal member of the advice team, you'll support Financial Advisers by crafting technically robust recommendations and ensuring every client receives a high-quality, compliant advice experience.

Key Responsibilities:

• Conduct in-depth research across pensions, investments, protection, and estate/IHT planning

• Draft bespoke suitability reports aligned to each client’s goals and financial circumstances

• Analyse client portfolios and evaluate performance against risk profiles and benchmarks

• Contribute to the development of sophisticated strategies for HNW clients

• Maintain up-to-date knowledge of financial products, tax legislation, and regulatory changes

• Mentor and provide guidance to junior paraplanners and trainees

What We’re Looking For

• Level 4 Diploma in Regulated Financial Planning 

• Strong technical grounding in investments, pensions, tax wrappers, and holistic financial planning

• Exceptional report-writing, research, and analytical skills

• A detail-oriented mindset with a commitment to accuracy and compliance

• A collaborative and proactive attitude, with a desire to continuously improve and grow

Benefits

• Competitive salary up to £45,000

• Hybrid working model (office & remote blend)

• Full support toward Chartered status or further exams

• Private healthcare, pension scheme, life assurance, and flexible benefits

• A modern, supportive working environment with strong peer networks

• Regular team events, technical workshops, and personal development sessions

How to Apply

If you're a Paraplanner who’s ready to take on more responsibility, deepen your technical expertise, and grow within a dynamic, forward-thinking wealth firm – apply now and discover what’s possible in your career.

Are you a Paraplanner looking for an opportunity to make a real impact? If you’re passionate about technical excellence and want to help develop the next generation of Paraplanners, this is the perfect role for you.

Salary up to £55,000 + Hybrid working

Join a leading independent wealth management firm, where you’ll not only provide high-level technical support but also play a key role in mentoring, training, and guiding junior Paraplanners—helping them grow into future industry professionals.

This is a full-time, permanent role with hybrid working, a competitive salary, and a supportive, forward-thinking culture that values expertise, leadership, and collaboration.

Why Join Us?

We’re committed to excellence in financial planning—not just for our clients but for our people too. Here’s what makes this opportunity stand out:

A Paraplanning role in a Growing Wealth Management Firm offering independent financial advice nationwide.

Mentorship & Team Development – Help train and guide junior Paraplanners, fostering a culture of learning and professional growth.

Career Progression – Opportunities to advance into Paraplanning Manager, Technical Specialist, or Advisory roles.

Flexible Working & Holidays – Hybrid working, generous holiday allowance with buy & sell scheme, and your birthday off.

Annual Bonus & Pension – Competitive salary with a discretionary bonus and a contributory pension scheme.

Your Role as a Senior Paraplanner:

This role is a blend of high-level technical expertise and team development, ensuring that both client outcomes and Paraplanner progression are prioritised.

Conducting and reviewing complex financial research across investments, pensions, protection, and estate planning.

Preparing and reviewing technical suitability reports and financial planning recommendations.

Supporting high-net-worth and complex financial planning cases.

Overseeing the quality of work produced by junior Paraplanners, providing technical guidance and feedback.

Mentoring and coaching Trainee and Junior Paraplanners, supporting their professional growth.

Assisting in shaping processes, research methodologies, and training programmes for the Paraplanning team.

What We’re Looking For:

Diploma in Financial Planning (Level 4 Qualified) 

Experience as a Paraplanner in an IFA or Wealth Management firm.

Strong technical knowledge in investments, pensions, tax planning, and protection.

Inherit £90k+ Recurring Income | Quality Professional Leads | OTE £100k+

Are you an ambitious Financial Adviser looking for immediate income security, high-quality clients, and genuine long-term growth?

This is a rare opportunity to take over an established, well-maintained client portfolio from a retiring adviser — delivering over £90,000 in recurring annual income bonus from day one. Alongside this, you’ll receive consistent, pre-qualified referrals from trusted solicitor and accountancy partners.

Wimborne

Salary up to £50,000 + Recurring Income Bonus

Realistic Take-Home £85,000–£90,000 | OTE £100k+

Perfect for an adviser ready to step into a proven book while continuing to grow their own success with strong professional introductions and full operational backing.

What’s on Offer

Immediate Recurring Income

Inherit circa 130 active clients with approximately £50m AUM, providing stability and strong ongoing revenue.

High-Quality Client Base

Many clients hold £120,000–£500,000+ in assets, offering meaningful planning opportunities across pensions, investments and estate planning.

Professional Introducers

Established relationships with solicitors and accountants generate a steady stream of high-calibre new business opportunities.

Outstanding Earnings Potential

Base salary up to £50,000

£40,000+ recurring income from the existing book

Six-figure earning potential as you grow the portfolio

Full Support Structure

Dedicated paraplanning, administration and compliance support — allowing you to focus on advice and relationship development.

Client-First Culture

A professional, relationship-driven firm committed to integrity, long-term partnerships and high-quality financial planning.

The Role

Manage and nurture an established portfolio of loyal clients

Deliver holistic financial advice across pensions, investments, IHT and protection

Meet referred clients and convert introductions into lasting relationships

Conduct structured reviews and identify ongoing planning opportunities

Collaborate with an experienced and supportive adviser team

About You

Diploma (Level 4) qualified in Financial Planning

Experience within an IFA or Wealth Management environment

Strong relationship-building and communication skills

Commercially minded, with the ambition to grow income and reputation

Location: Home based, field travel up to 4 days per week across the New Forest `area

We are working with one of the UK's most respected financial services organisations to recruit an experienced Financial Adviser covering the New Forest area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network — so you arrive at every meeting already welcome.

Our client is an organisation with over 110 years of heritage, and a consistently high customer satisfaction scores. Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential.

The advisers who perform best here are those who genuinely enjoy spending time with clients — comfortable in a detailed, unhurried conversation that gets to the heart of a customer's financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive.

ABOUT THE ROLE

• You will provide holistic financial planning advice to a broad range of customers — from everyday investors to high-net-worth individuals — across life insurance, pensions, investments, wealth management, and inheritance tax planning.
• Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey.
• Building and managing strong, long-term customer relationships from warm leads provided by the Agency network
• Conducting thorough fact-finds to assess customers' personal, business, and financial circumstances and provide fully compliant, needs-based advice

Required:

• QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent)
• Valid Statement of Professional Standing (SPS)
• Experience delivering regulated financial advice to UK customers on a face-to-face basis
• Full UK driving licence — regular travel across Surrey and Sussex is essential

COMPENSATION AND BENEFITS

• Competitive basic salary + uncapped commission | OTE £130,000
• Company car scheme or car allowance of £5,500
• Annual bonus up to 5% of salary
• Contributory pension scheme up to 20% (including your 8% contribution)
• 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
• Life assurance — 4 x salary
• Health and wellbeing cashback plan (dentist, optician, physio)
• Access to voluntary benefits including private medical insurance and dental cover
• £20 monthly gym membership contribution
• 5% discount on a range of insurance policies

Location: Home based, field travel up to 4 days per week across the New Forest area. 

We are working with one of the UK's most respected financial services organisations to recruit an experienced Financial Adviser covering the New Forest area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network — so you arrive at every meeting already welcome.

Our client is an organisation with over 110 years of heritage, and a consistently high customer satisfaction scores. Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential.

The advisers who perform best here are those who genuinely enjoy spending time with clients — comfortable in a detailed, unhurried conversation that gets to the heart of a customer's financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive.

ABOUT THE ROLE

• You will provide holistic financial planning advice to a broad range of customers — from everyday investors to high-net-worth individuals — across life insurance, pensions, investments, wealth management, and inheritance tax planning.
• Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey.
• Building and managing strong, long-term customer relationships from warm leads provided by the Agency network
• Conducting thorough fact-finds to assess customers' personal, business, and financial circumstances and provide fully compliant, needs-based advice

Required:

• QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent)
• Valid Statement of Professional Standing (SPS)
• Experience delivering regulated financial advice to UK customers on a face-to-face basis
• Full UK driving licence — regular travel across Surrey and Sussex is essential

COMPENSATION AND BENEFITS

• Competitive basic salary + uncapped commission | OTE £130,000
• Company car scheme or car allowance of £5,500
• Annual bonus up to 5% of salary
• Contributory pension scheme up to 20% (including your 8% contribution)
• 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
• Life assurance — 4 x salary
• Health and wellbeing cashback plan (dentist, optician, physio)
• Access to voluntary benefits including private medical insurance and dental cover
• £20 monthly gym membership contribution
• 5% discount on a range of insurance policies

Location: Home based, field travel up to 4 days per week across the New Forest area

We are working with one of the UK's most respected financial services organisations to recruit an experienced Financial Adviser covering the New Forest area. This is a home-based, field role with a warm lead pipeline and a full diary managed by a dedicated local network — so you arrive at every meeting already welcome.

Our client is an organisation with over 110 years of heritage, and a consistently high customer satisfaction scores. Advisers benefit from technical and administrative support, a strong brand, and an uncapped commission structure with clear and transparent earnings potential.

The advisers who perform best here are those who genuinely enjoy spending time with clients — comfortable in a detailed, unhurried conversation that gets to the heart of a customer's financial picture. Many customers in this patch are self-employed, run agricultural or rural businesses, or have complex family and commercial financial arrangements. An adviser who can sit across a kitchen table, listen carefully, and build real trust over time will thrive.

ABOUT THE ROLE

• You will provide holistic financial planning advice to a broad range of customers — from everyday investors to high-net-worth individuals — across life insurance, pensions, investments, wealth management, and inheritance tax planning.
• Advice is given on a face-to-face basis, building long-term trusted relationships with customers at every stage of their financial journey.
• Building and managing strong, long-term customer relationships from warm leads provided by the Agency network
• Conducting thorough fact-finds to assess customers' personal, business, and financial circumstances and provide fully compliant, needs-based advice

Required:

• QCF Level 4 qualification in financial planning (e.g. CII Diploma in Financial Planning / DipPFS or equivalent)
• Valid Statement of Professional Standing (SPS)
• Experience delivering regulated financial advice to UK customers on a face-to-face basis
• Full UK driving licence — regular travel across Surrey and Sussex is essential

COMPENSATION AND BENEFITS

• Competitive basic salary + uncapped commission | OTE £130,000
• Company car scheme or car allowance of £5,500
• Annual bonus up to 5% of salary
• Contributory pension scheme up to 20% (including your 8% contribution)
• 25 days annual leave + bank holidays + buy/sell/save holiday trading scheme
• Life assurance — 4 x salary
• Health and wellbeing cashback plan (dentist, optician, physio)
• Access to voluntary benefits including private medical insurance and dental cover
• £20 monthly gym membership contribution
• 5% discount on a range of insurance policies

Salary: Employed base salary (validation at 1.2x basic) + commission up to 35% on new business

Working pattern: Hybrid — office and client based

We are working with a well-established, independently authorised financial planning firm in Bristol to recruit an experienced Financial Adviser on a permanent, employed basis.

This is a new business-focused role with genuine infrastructure behind it. Unlike many adviser positions that leave you to generate your own pipeline from scratch, this firm provides centrally generated leads, a structured referral programme, and access to a network of professional introducers — all designed to put you in front of high-net-worth clients from day one.

The earning structure is built to reward both the business you write and the ongoing client relationships you maintain — with commission rates of up to 35% across initial and renewal income. The firm also carries a pipeline of existing clients that strong performers may inherit as their growth is demonstrated.

WHAT YOU WILL BE DOING

New business development:

• Building and growing your own client portfolio through the firm's lead programme, referral network, and your own professional connections
• Attending and delivering client seminars and events to attract new HNW prospects
• Forming and maintaining strategic partnerships with solicitors, accountants, and other professional introducers
• Converting centrally generated leads and warm referrals into long-term client relationships

 Advice and client management:

• Providing independent holistic financial planning advice across pensions, investments, protection, and estate planning to high-net-worth private clients
• Conducting thorough fact-finds and building financial plans tailored to each client's objectives and circumstances
• Delivering regular client reviews and maintaining FCA-compliant records throughout
• Working with the in-house paraplanning and administration teams to deliver a high-quality, compliant client experience

WHAT YOU WILL NEED

Required:

• Level 4 Diploma in Financial Planning (CII DipPFS or equivalent) — essential
• Competent Adviser Status (CAS) confirmed
• Demonstrable track record in new client acquisition and revenue growth
• Confident engaging high-net-worth individuals and managing complex financial planning cases

WHAT THE FIRM PROVIDES

• Centrally generated HNW leads and a structured referral programme — a full pipeline from day one
• Full paraplanning support — reports, research, and suitability letters handled so you focus on clients
• Full administrative support — compliance, paperwork, and back-office handled by a dedicated team
• Sponsorship and support towards Chartered Financial Planner status
• Business development resources and marketing collateral
• The infrastructure, brand recognition, and scale of a nationally respected wealth management business
• A clear path to inheriting an existing client portfolio as your growth track record is established

Salary: Employed base salary (validation at 1.2x basic) + commission up to 35% on new business

Location: Bristol

Working pattern: Hybrid — office and client based

We are working with a well-established, independently authorised financial planning firm in Bristol to recruit an experienced Financial Adviser on a permanent, employed basis.

This is a new business-focused role with genuine infrastructure behind it. Unlike many adviser positions that leave you to generate your own pipeline from scratch, this firm provides centrally generated leads, a structured referral programme, and access to a network of professional introducers — all designed to put you in front of high-net-worth clients from day one.

The earning structure is built to reward both the business you write and the ongoing client relationships you maintain — with commission rates of up to 35% across initial and renewal income. The firm also carries a pipeline of existing clients that strong performers may inherit as their growth is demonstrated.

WHAT YOU WILL BE DOING

New business development:

• Building and growing your own client portfolio through the firm's lead programme, referral network, and your own professional connections
• Attending and delivering client seminars and events to attract new HNW prospects
• Forming and maintaining strategic partnerships with solicitors, accountants, and other professional introducers
• Converting centrally generated leads and warm referrals into long-term client relationships

 Advice and client management:

• Providing independent holistic financial planning advice across pensions, investments, protection, and estate planning to high-net-worth private clients
• Conducting thorough fact-finds and building financial plans tailored to each client's objectives and circumstances
• Delivering regular client reviews and maintaining FCA-compliant records throughout
• Working with the in-house paraplanning and administration teams to deliver a high-quality, compliant client experience

WHAT YOU WILL NEED

Required:

• Level 4 Diploma in Financial Planning (CII DipPFS or equivalent) — essential
• Competent Adviser Status (CAS) confirmed
• Demonstrable track record in new client acquisition and revenue growth
• Confident engaging high-net-worth individuals and managing complex financial planning cases

WHAT THE FIRM PROVIDES

• Centrally generated HNW leads and a structured referral programme — a full pipeline from day one
• Full paraplanning support — reports, research, and suitability letters handled so you focus on clients
• Full administrative support — compliance, paperwork, and back-office handled by a dedicated team
• Sponsorship and support towards Chartered Financial Planner status
• Business development resources and marketing collateral
• The infrastructure, brand recognition, and scale of a nationally respected wealth management business
• A clear path to inheriting an existing client portfolio as your growth track record is established

Home Counties & London | Hybrid Working

Competitive salary: £80,000 - £110,000 (flexible) plus bonus (OTE £170,000)

Are you an experienced Financial Planner looking to step into a truly relationship-led, senior advisory role?

We are working with a highly regarded, independent Chartered Wealth Management firm that is seeking an accomplished Adviser to take over an established portfolio of High Net Worth and Ultra-High Net Worth clients across London and the Home Counties.

As part of a long-term succession plan, the firm’s Director is stepping back from day-to-day client responsibilities and is looking for a trusted, experienced Adviser to assume responsibility for longstanding relationships while continuing to grow the client base. With the existing advisory team at full capacity, this represents a rare opportunity to inherit a well-managed, high-quality book and make an immediate impact.

Typical clients are business owners and entrepreneurs with £2.5m+ AUM and complex planning needs, who value long-term, holistic advice delivered through a whole-of-market proposition.

The Opportunity

Based from the firm’s Marlow office, you’ll work in a collaborative yet autonomous environment, with a hybrid structure of three days in the office and two from home.

You’ll be fully supported by dedicated Paraplanning and Administration, allowing you to focus on what you do best: building deep client relationships and delivering high-quality financial planning. There is also the opportunity to contribute at a strategic level, including participation on the investment committee and mentoring junior advisers.

This role will suit someone who values independence, professional trust, and the ability to build and nurture key relationships without a sales-driven culture.

What’s on Offer

• Lucrative bonus structure rewarding both client service and business growth

• Established HNW/UHNW client book with scope to further develop

• Whole-of-market, holistic advice proposition

• Exceptional support: 1:1 Paraplanning and Admin

• Equity potential as part of the firm’s long-term succession and growth strategy

• Senior leadership exposure with influence over the firm’s future direction

Who We’re Looking For

• Chartered (or close to Chartered and committed to completion)

• Proven experience advising HNW clients 

• Strong technical capability across estate planning, business planning, tax advice, VCT and EIS

• A confident, credible relationship-builder with London and Home Counties clients

• Someone who values independence, professionalism, and long-term client relationships

• A team player who enjoys mentoring and contributing strategically

Ortus PSR are working in partnership with a leading national wealth management business to appoint an experienced Senior Financial Planner into their London office.

This opportunity has arisen due to the planned retirement of a long-standing Senior Planner and offers the successful individual the rare opportunity to inherit and develop a substantial portfolio of high-net-worth clients within a highly respected and fast-growing wealth management firm.

The role is focused on the long-term stewardship of existing client relationships, ensuring continuity of advice and service through a structured transition period before supporting the continued growth and development of the client bank over time.

This is an outstanding opportunity for an adviser who enjoys working with sophisticated clients, values relationship-led advice and wants to operate within a highly professional, well-supported and growth-oriented environment.

The Opportunity

The successful candidate will inherit responsibility for an established portfolio of approximately 100 family groups, with individual client assets typically ranging from c.£500,000 to £20m and total assets under management of approximately £140m.

To support a successful transition and maximise client retention, the role includes a structured handover period working closely alongside the retiring adviser. The focus during this period will be on client introductions, relationship development and ensuring continuity across key relationships.

The business provides a highly collaborative environment with dedicated investment management, paraplanning, compliance and operational support functions, allowing advisers to focus on delivering high-quality client outcomes and developing long-term relationships.

Why Join?

• Established HNW client bank provided from day one
• Structured handover with retiring Senior Adviser
• Hybrid working model with London office presence
• Dedicated investment management, paraplanning, compliance and operational support
• Strong internal infrastructure and adviser support model
• Access to discretionary investment management and centralised investment solutions
• Clear long-term progression opportunities within a growing national business
• Strong business growth strategy supported by acquisitions and organic expansion
• Potential future long-term incentive/equity opportunities

The Role

Responsibilities will include:

• Managing and developing long-standing relationships with high-net-worth clients and families
• Leading a structured client transition process alongside the retiring adviser
• Delivering holistic financial planning advice across retirement, investment, tax and estate planning
• Conducting ongoing review meetings and maintaining suitability across client portfolios
• Retaining and growing existing assets under management
• Identifying opportunities for additional planning and relationship growth within the existing client bank
• Supporting wider business development activity through referrals, professional connections and networking
• Working collaboratively with investment, paraplanning and operational teams to deliver an exceptional client experience
• Confidently discussing investment strategy, portfolio positioning and broader market themes with sophisticated investors

Candidate Profile

The business is looking to speak with experienced Financial Planners who can demonstrate:

• A strong background advising affluent and high-net-worth clients
• Proven experience managing and retaining established client relationships
• Strong holistic financial planning and investment knowledge
• Excellent communication and relationship management skills
• Commercial awareness alongside a highly client-centric approach
• Confidence working with sophisticated and financially aware individuals
• Appropriate professional qualifications for a senior advisory role
• A long-term mindset and genuine passion for building enduring client relationships

The Business

Our client is a highly regarded and rapidly growing wealth management firm providing comprehensive financial planning and investment management services to affluent and high-net-worth clients across the UK.

The business combines high-quality advice with strong central infrastructure, giving advisers access to dedicated investment management, paraplanning, compliance and operational support. This allows advisers to focus on delivering exceptional client outcomes, strengthening relationships and supporting long-term business growth.

For advisers seeking a stable, high-quality environment with excellent clients, strong support and meaningful long-term opportunity, this represents one of the strongest opportunities currently available within the wealth management market.

For a confidential discussion, please contact Ortus PSR.

This opportunity is specifically designed for a commercially driven adviser who wants to build a long-term business, grow their own client bank, and significantly increase their earnings within a firm that rewards performance.

The business is looking for an individual with the mindset, energy, and professionalism to actively generate new clients, develop professional introducer relationships, and contribute to the wider growth of the office.

This is not a passive servicing role. It is suited to an adviser who enjoys business development, wants autonomy, and is motivated by building recurring revenue and long-term value.

The Opportunity

You will be responsible for building and growing your own client portfolio through self-generation, networking, professional connections, referrals, and personal business development activity.

The role would suit advisers who:

• Already generate business consistently
• Have an existing portable client bank
• Want to build a long-term advisory business within a larger infrastructure
• Are commercially motivated and growth focused
• Thrive in entrepreneurial environments

The firm places significant importance on culture and attitude. They are looking for a team player who wants to contribute to the wider success of the business, not simply operate independently.

What’s on Offer

• Basic salary between £65,000 – £80,000
• Bonus validation at 1.2x salary
• 35% bonus on initial revenue
• 10% bonus on ongoing recurring revenue
• Uncapped earning potential
• Long-term career progression within a national wealth management business
• Support, infrastructure, and systems to help scale your client base
• Opportunity to build genuine long-term value and recurring income

Important to Know

This is a growth-focused role and advisers will initially be expected to operate without dedicated administrative support while learning the firm’s systems and processes, including Gateway.

The Role

Responsibilities will include:

• Generating new client relationships through proactive business development
• Building strategic introducer relationships with solicitors, accountants, and other professionals
• Growing recurring revenue and assets under management
• Delivering holistic financial planning advice across pensions, investments, protection, and estate planning
• Building a long-term advisory business within the firm
• Contributing positively to office culture and team growth

Candidate Requirements

• Diploma qualified (Level 4 minimum)
• CAS and SPS compliant
• Strong track record of business development and client acquisition
• Ability to generate new revenue consistently
• Entrepreneurial and commercially driven mindset
• Team-oriented attitude with strong cultural fit
• Ambition to build a long-term business and career

This is an excellent opportunity for a motivated adviser who wants genuine earning potential, autonomy, and the chance to build something meaningful within a highly respected wealth management firm.

This opportunity would suit an adviser who enjoys building relationships, developing new business, and growing a long-term client portfolio, but who also values the support, infrastructure, and stability of a highly established national firm.

Unlike many advisory roles focused purely on self-generation, this position offers a genuine blend of existing clients, centrally generated opportunities, and the autonomy to continue building your own client bank over time.

You will be supported by a full paraplanning and administrative team, allowing you to focus on what you do best — advising clients, developing relationships, and growing revenue.

What’s on Offer

• Existing clients to inherit and develop
• Validation at 1.2x basic salary with 25% bonus thereafter
• Full paraplanning and administrative support
• Centrally generated leads and business development support
• Sponsorship and support towards Chartered status
• Access to a nationally recognised brand with strong infrastructure and marketing support
• Long-term career progression within a growing and well-established wealth management business

The Role

You will provide holistic financial planning advice to both existing and newly acquired clients across pensions, investments, protection, retirement planning, and estate planning.

The role will involve:

• Managing and developing an existing client bank
• Building long-term relationships with clients and professional introducers
• Growing assets under management and recurring revenue
• Identifying and converting new business opportunities
• Delivering seminars, events, and client engagement activities
• Developing relationships with solicitors, accountants, and other professional connections
• Working closely with paraplanners and support staff to deliver an exceptional client experience

Candidate Profile

We are looking to speak with advisers who are:

• Diploma qualified (Level 4 minimum)
• CAS and SPS compliant
• Proven in developing new business and growing client relationships
• Commercially minded with an entrepreneurial approach
• Passionate about delivering high-quality financial planning advice
• Strong communicators who can build trust with clients and introducers alike

Why This Opportunity Stands Out

This is a rare opportunity to join a highly respected wealth management firm where you are not expected to build entirely from scratch.

You will benefit from an existing client base, internal support, strong infrastructure, and genuine investment into adviser success — while still having the autonomy and earning potential associated with a growth-focused advisory role.

For advisers looking to accelerate their career within a well-backed and highly reputable business, this is a fantastic opportunity worth exploring.

For a confidential discussion, please contact Ortus PSR.

Independent, Manager-Owned IFA Firm | Whole of Market | Bristol

Are you an experienced IFA looking to step into a ready-built book of high-net-worth clients — without the cold calls, without the corporate politics, and without compromising on how you work?

This is a rare opening at a genuinely independent, manager-owned IFA firm built on trust, integrity, and doing right by clients. No shareholder pressure. No sales targets dressed up as "goals." Just excellent financial planning, a team that has your back, and clients who stay for life.

About the Firm

• The firm grows by acquiring established IFA practices — giving clients continuity of care and giving advisers like you a warm, relationship-ready book to inherit.
• With over £500 million in assets under management, the firm has earned its reputation the hard way: through referrals, long-term relationships, and an uncompromising commitment to ethical, whole-of-market advice. Growth here is organic. Culture here is real.

The Opportunity

• Salary up to £70,000 | Bonus up to £20,000 | Hybrid Working
• You'll take ownership of a fully serviced book of 75–90 high-net-worth client households, many holding portfolios in excess of £1 million. These clients are already advised, already engaged, and already trusting — your job is to deepen those relationships and deliver the kind of holistic financial planning that genuinely changes lives.
• You won't be doing this alone. A dedicated paraplanning and administrative support team handles the back office, freeing you to focus on what you do best: advising clients and building trust.

What You'll Do

• Take over and manage an established HNW client book built through retirement-led business succession
• Deliver comprehensive financial planning across pensions, investments, tax planning and estate strategies
• Build long-term, trusted relationships grounded in ethical, goals-based advice
• Work collaboratively within an adviser pod alongside paraplanners, administrators and compliance professionals
• Liaise with solicitors, accountants and other external specialists on complex client cases
• Contribute positively to a firm culture where people genuinely enjoy coming to work

Why This Role Stands Out

• Truly independent — whole-of-market, manager-owned, no restricted panels or product bias
• Complex, rewarding work — clients with real financial complexity and assets to match
• Full back-office support — more time with clients, less time on admin
• Transparent remuneration — competitive base, annual bonus up to £20k, and a clear fee-split model
• Genuine hybrid working — flexibility at home balanced with a collaborative team environment
• Long-term career growth — as the firm continues acquiring practices, your book can grow with it

What We're Looking For

• Qualified Financial Adviser or Financial Planner with meaningful HNW client experience
• Level 4 Diploma in Financial Planning (CII, LIBF or equivalent) — Chartered status is a bonus, not a barrier
• A natural relationship-builder who puts client outcomes ahead of everything else
• Someone who thrives in a collaborative, team-oriented environment and respects the people around them
• Confident with cashflow modelling software
• Commercially aware, but values-led first

A highly regarded, independently owned Chartered financial planning firm based on the South Coast. This is a rare opportunity to join a business that stands genuinely apart from the market — with a unique no-initial-fee client proposition, a proven track record of generating new business for its adviser, and a firm commitment to supporting the right individual toward Chartered status.

The firm is well-established, award-winning, and has no intentions of selling to a consolidator. They are looking for a Financial Adviser who wants to do exceptional work, grow professionally, and build real long-term equity in the business they help shape.

COMPENSATION & EQUITY

Basic salary: up to £85,000 (dependent on experience)

On-target earnings: ~£140,000 (realistic and evidenced)

EMI Share Options

WHY THIS ROLE STANDS OUT

• Warm client bank from day one — a starting client bank is provided. The firm has generated all new business for its adviser to date, their lead flow is proven
• Pathway to Chartered status (CII) — full support to achieve individual Chartered status; the firm itself holds Chartered accreditation
• No initial charge — one of only a handful of UK firms offering financial planning with no upfront fee, removing the most common barrier in client conversion
• Truly independent — no consolidator — privately owned with no plans to sell; your equity, your clients, and your career are not subject to someone else's exit strategy
• High-value client base — average client AUM exceeds £750,000; complex, meaningful financial planning from the outset

THE ROLE

• Deliver holistic financial planning advice to a warm and growing client bank
• Build long-term relationships with clients and their families across all key life stages
• Conduct cashflow modelling and regular financial planning reviews
• Work towards Chartered Financial Planner status (CII) with full firm support
• Contribute to the firm's strong reputation for client outcomes and independent reviews
• Self-generation of new business is welcomed and rewarded — but not a requirement

WHAT WE'RE LOOKING FOR

• Level 4 qualified (Diploma in Financial Planning or equivalent) — Level 6 desirable but not essential
• Genuine passion for financial planning as a profession and client outcomes
• Motivated to progress toward Chartered status and ongoing CPD
• Attracted by real equity participation and building long-term value in an independent firm
• Strong interpersonal skills with the ability to build lasting client trust
• Experience with cashflow planning tools such as Voyant or CashCalc is advantageous

Working pattern: Hybrid — following completion of initial induction and training

We are working with a highly regarded, Chartered, independently owned financial planning firm based in Enderby, Leicestershire to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.

This is a firm that takes paraplanning seriously. The paraplanning team sits at the centre of the advice process — producing suitability reports, carrying out technical research, running cash flow analysis, and providing specialist pension and investment support to a team of senior Financial Planners. You will report directly to the Head of Paraplanning and Research and work within a collaborative, high-standard team environment.

WHAT YOU WILL BE DOING

• Preparing FCA-compliant suitability reports across a wide range of advice areas including pensions, investments, and protection
• Working closely with Financial Planners to gather client information and ensure reports accurately reflect the advice given
• Ensuring all documentation meets the firm's compliance standards before issue
• Assisting the Head of Paraplanning with research and due diligence on third-party products and services recommended to clients
• Supporting the annual cost comparison benchmarking of the firm's SIPP and SSAS products against market competitors
• Providing technical support on pension and investment queries to the wider advice team and pension consultants
• Producing cash flow reports for Financial Planners to support the client planning process and ensure compliance of advice undertaken
• Producing bespoke one-off reports and comparisons for complex client cases as required

WHAT YOU WILL NEED

• Diploma in Financial Planning (DipPFS or equivalent) — essential
• Experience working as a Paraplanner in a regulated financial services environment
• Strong technical knowledge of pension, investment, and protection products and their application in financial planning

You’ll take over an existing portfolio of loyal clients, with the support of dedicated paraplanners and client service professionals to ensure you can focus on planning, not paperwork. No cold prospecting required—just the chance to deepen relationships, deliver meaningful outcomes, and grow your income in a supportive, values-led environment.

Why This Opportunity Stands Out

• Immediate handover of an active client bank
• Salary up to £65,000 plus discretionary bonus
• Full paraplanning and admin support provided
• Hybrid workinging
• Culture rooted in collaboration, ethical advice and long-term thinking
• Access to market-leading tools including cashflow planning software
• Clear development path and ongoing lead generation

Key Responsibilities

• Provide holistic financial planning to a portfolio of individual clients
• Conduct regular client reviews, ensuring plans remain aligned with life goals
• Use cashflow modelling to demonstrate advice impact and future scenarios
• Work collaboratively with internal teams to deliver high-quality outcomes
• Strengthen client loyalty through regular contact and trusted guidance
• Maintain accurate, compliant client records in line with FCA expectations

What We’re Looking For

• Level 4 qualified Financial Planner
• Track record of success within an IFA, private client or wealth management setting
• Strong technical knowledge across pensions, investments, tax and protection
• Excellent interpersonal skills with a relationship-first mindset
• A self-starter who thrives in a structured yet autonomous environment

Benefits

• 25 days holiday (rising to 30 with service)
• Matched pension contributions up to 7.5%
• Life assurance (4x salary) and income protection
• Access to internal financial advisers for personal planning support
• Season ticket loans, eye care and wellbeing benefits
• Employee discounts across retail, travel and lifestyle services

How to Apply
If you're an experienced Financial Planner ready to inherit a client bank and thrive in a high-support, low-ego environment, we’d love to hear from you. Apply in confidence today.

Supporting 1 Financial Adviser and 1 Paraplanner within a growing, independently owned wealth management firm of over 30 staff.

We are working with a well-established, independently owned wealth management firm based in the heart of the English countryside near Meriden, West Midlands, to recruit an experienced IFA Administrator on a permanent basis. Underpinning everything the firm does are three values: knowledge, service, and trust. These are not words on a wall — they shape how decisions are made, how clients are treated, and how the team works together day to day.

This role suits an IFA Administrator who takes genuine pride in running things well — someone who understands that in a client relationship lasting decades, every piece of correspondence, every correctly submitted application, and every prompt follow-up contributes to the client experience.

The firm advises private clients across the full spectrum of financial planning needs — retirement planning, pension transfers, investment management, inheritance tax planning, protection, and estate planning. Many clients are business owners, high-net-worth individuals, or families with complex, multi-generational financial arrangements. Accuracy, compliance, and professionalism in every client interaction are non-negotiable.

WHAT YOU WILL BE DOING

•  Preparing new business application packs, completing and submitting applications to product providers and platforms
• Chasing new business progress, resolving queries with providers, and issuing policy documentation to clients
• Creating illustrations, investment quotes, and provider valuations as required by the adviser
• Preparing client review packs, valuation reports, and supporting documentation ahead of annual review meetings
• Processing fund switches, portfolio rebalances, and other trades accurately and within the firm's compliance timescales
• Liaising with investment platforms and providers to confirm execution and resolve any discrepancies

WHAT YOU WILL NEED

• Experience in an IFA or Wealth Management administration role
• Demonstrable experience processing new business, annual reviews, and fund switches or rebalances
• Experience working with product providers and investment platforms
• Working knowledge of FCA compliance requirements in a regulated advice environment

Join a growing Wealth Management firm supporting HNW and UHNW clients with complex financial planning needs.

Are you an experienced Paraplanner looking to step into a senior, technical role where you can work on high-value, complex cases and truly make an impact?

This is a rare opportunity to join a prestigious, independent Wealth Management firm in Cheltenham, with an exciting period of growth underway, including the onboarding of an additional £75 million and a recent office expansion to support future development.

Salary up to £65,000 (depending on experience)

Working closely with a high-performing team of Financial Advisers, you'll provide expert-level paraplanning support across a full range of advice areas, including Pensions, Investments, Business Relief, Trusts, Inheritance Tax (IHT) Planning, VCTs, EIS, and Tax Planning.

As a Technical Paraplanner, you will play a key role in delivering high-quality, compliant financial planning support to a growing team of Advisers. You will have the opportunity to work on some of the most interesting and technically challenging cases in the region, with client portfolios reaching up to £15 million.

Key responsibilities:

• Produce accurate and comprehensive Suitability Reports for a range of financial planning areas
• Conduct detailed research and analysis on pensions, investments, tax-efficient strategies, and estate planning
• Support Advisers in delivering bespoke solutions for complex client needs
• Liaise with product providers and third parties to gather accurate information
• Help develop and improve internal processes as the business grows

What we’re looking for:

• Level 4 Diploma in Financial Planning (or equivalent)
• Progression towards Chartered Financial Planner status (desirable)
• Experience working as a Paraplanner in a wealth management or independent financial advice (IFA) firm
• Strong technical knowledge in areas such as pensions, investments, tax planning, and estate planning
• High attention to detail and excellent communication skills

About the company:

This award-winning, independent Wealth Management firm has built its success on long-term relationships, exceptional client service, and technical excellence. With ambitious growth plans, a supportive team culture, and a commitment to innovation, they offer the perfect environment for an experienced Paraplanner ready to take their career to the next level.

Interested?

If you're an experienced Paraplanner looking for a senior, technical role in Cheltenham, apply today or contact us for a confidential discussion.

We are seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team, working on a one-to-one basis with a dedicated Financial Adviser. This is a fantastic opportunity for a technically strong paraplanner who enjoys being closely involved in the advice process and wants genuine exposure to client meetings and complex planning work.

Salary: Up to £50,000 DOE

Working Pattern: Hybrid – 3 days office / 2 days WFH

Elevate Your Paraplanning Career with a Forward-Thinking Wealth Management Firm

You will play a key role in formulating advice, supporting high-quality client outcomes, and constructively challenging advisers where appropriate – all within a collaborative, professional environment.

This role would suit someone who is confident in their technical ability, and keen to progress with full exam support available for future development.

About the IFA firm: 

We are a highly respected, client-focused wealth management firm, known for strong technical standards, a collaborative culture, and a commitment to developing our people. Our advisers and support staff work closely together to deliver tailored financial planning solutions for a diverse client base.

Key Responsibilities

• Work closely with a dedicated Adviser to formulate and review financial advice
• Produce high-quality suitability reports and technical documentation
• Carry out research across investments, pensions, protection and retirement planning
• Perform cashflow modelling and investment analysis
• Attend client meetings where appropriate and support client interactions
• Challenge recommendations constructively to ensure robust advice
• Liaise with providers and internal teams to ensure smooth case progression

Requirements

• Fully qualified at Level 4 Diploma (CII, LIBF or equivalent)
• Strong technical knowledge across core financial planning areas
• Confident working closely with advisers and contributing to advice formulation
• Comfortable challenging where necessary in a professional manner
• Excellent report writing and communication skills
• High attention to detail and strong analytical mindset

We are seeking a Level 4 qualified Paraplanner to join our growing Wealth Management team, working on a one-to-one basis with a dedicated Financial Adviser. This is a fantastic opportunity for a technically strong paraplanner who enjoys being closely involved in the advice process and wants genuine exposure to client meetings and complex planning work.

Salary: Up to £50,000 DOE

Working Pattern: Hybrid – 3 days office Worthing/ 2 days WFH

Elevate Your Paraplanning Career with a Forward-Thinking Wealth Management Firm

You will play a key role in formulating advice, supporting high-quality client outcomes, and constructively challenging advisers where appropriate – all within a collaborative, professional environment.

This role would suit someone who is confident in their technical ability, and keen to progress with full exam support available for future development.

About the IFA firm: 

We are a highly respected, client-focused wealth management firm, known for strong technical standards, a collaborative culture, and a commitment to developing our people. Our advisers and support staff work closely together to deliver tailored financial planning solutions for a diverse client base.

Key Responsibilities

• Work closely with a dedicated Adviser to formulate and review financial advice
• Produce high-quality suitability reports and technical documentation
• Carry out research across investments, pensions, protection and retirement planning
• Perform cashflow modelling and investment analysis
• Attend client meetings where appropriate and support client interactions
• Challenge recommendations constructively to ensure robust advice
• Liaise with providers and internal teams to ensure smooth case progression

Requirements

• Fully qualified at Level 4 Diploma (CII, LIBF or equivalent)
• Strong technical knowledge across core financial planning areas
• Confident working closely with advisers and contributing to advice formulation
• Comfortable challenging where necessary in a professional manner
• Excellent report writing and communication skills
• High attention to detail and strong analytical mindset

A well-established and forward-thinking Independent Financial Advisory firm is seeking an experienced Paraplanner to join their growing team. Known for delivering bespoke financial planning and holistic wealth solutions to a diverse client base, the firm blends modern technology with personalised client service. The successful candidate will work closely with a team of expert advisers and support staff in a collaborative, professional environment where quality of advice, integrity, and client-centricity are paramount.

Starting salary up to £56,000 + Pension match 5% and hybrid working

We are looking for a detail-oriented Paraplanner to join their expanding team. This is a fantastic opportunity for a qualified professional seeking to advance their career in a well-structured, supportive, and client-centric environment.

The firm supports a diverse client base, including High Net Worth (HNW) individuals, and operates with a focus on integrity, collaboration, and delivering personalised financial advice.

Responsibilities:

• Prepare suitability reports, review reports, and technical documentation
• Work alongside financial advisers to develop holistic financial plans including cashflow modelling, investment analysis, and risk profiling.
• Conduct technical research on financial products, providers, and legislative updates.
• Liaise with product providers to gather necessary data and ensure a smooth client journey.
• Assist with annual reviews, portfolio summaries, and regulatory documentation.
• Support the wider paraplanning team and contribute to internal projects and process improvements.

Requirements:

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) – Essential
• Working toward Chartered Financial Planner status – Preferred
• Paraplanning experience within an IFA or Wealth Management firm
• Strong understanding of financial advice processes, regulatory requirements, and client reporting
• Excellent attention to detail, report-writing, and problem-solving abilities
• Strong interpersonal and communication skills – able to build rapport with advisers and clients

Why Apply?

• Join an experienced team that values technical excellence and integrity
• Work across a wide range of client cases, including complex and HNW clients
• Progression opportunities and long-term career development
• A structured working environment with modern technology and strong processes
• Be part of a firm with a proven reputation in financial planning

A rapidly growing and ambitious IFA firm based in the South is seeking a Senior Paraplanner to join its dynamic Brighton office. With recent acquisitions fuelling expansion, the firm is committed to becoming both the first-choice financial advice provider and the employer of choice in the region. The culture is evolving to prioritise collaboration, career progression, and empowered teams, creating an environment where experienced professionals can truly thrive.

Work Type: Hybrid (Up to 2 days WFH once established), with flexibility (e.g. school runs) based on individual needs

Base Salary: Up to £56,000 & discretionary quarterly bonuses

Study Support: Paid first-attempt qualification exams + up to 2 study leave days

Progression Path: Clear track to Adviser role within 18–24 months, or senior specialist Paraplanning development

Professional Growth: Leadership exposure, pod-based structure, technical mentoring

Responsibilities

• Act as technical lead for a paraplanning team supporting eight advisers across two pods
• Manage workflow distribution and foster collaboration across advisors and paraplanners
• Provide hands-on support for complex cases, including HNW clients and technical product recommendations
• Oversee and mentor junior paraplanners
• Collaborate on strategic direction and team restructuring with the Head of Paraplanning
• Conduct in-depth research and suitability report writing for: Fund switches, VCTs, EISs, Business relief, IHT planning, Whole of life protection and annuities
• Participate in firm-wide initiatives including Senior Paraplanner Group meetings
• Liaise with support/admin teams to ensure case flow and client delivery excellence

Requirements

• Experience in paraplanning, with confidence in handling complex HNW cases
• Qualifications: Diploma (Level 4) essential; Chartered preferred but not required
• Technical Proficiency:
• Strong leadership mindset and emotional intelligence
• Ability to challenge advisers constructively
• Organised, proactive, and comfortable with conflict resolution when needed
• Strong communicator who enjoys developing others

This is a rare opportunity to take on a genuinely strategic and impactful paraplanning role in a fast-growing firm that values expertise, initiative, and development. If you're a technically strong paraplanner ready to take the next step into leadership—or even into advice—this could be the perfect fit.

A rapidly growing and ambitious IFA firm based in the South is seeking a Senior Paraplanner to join its dynamic Horsham office. With recent acquisitions fuelling expansion, the firm is committed to becoming both the first-choice financial advice provider and the employer of choice in the region. The culture is evolving to prioritise collaboration, career progression, and empowered teams, creating an environment where experienced professionals can truly thrive.

Work Type: Hybrid (Up to 2 days WFH once established), with flexibility (e.g. school runs) based on individual needs

Base Salary: Up to £56,000 & discretionary quarterly bonuses

Study Support: Paid first-attempt qualification exams + up to 2 study leave days

Progression Path: Clear track to Adviser role within 18–24 months, or senior specialist Paraplanning development

Professional Growth: Leadership exposure, pod-based structure, technical mentoring

Responsibilities

• Act as technical lead for a paraplanning team supporting eight advisers across two pods
• Manage workflow distribution and foster collaboration across advisors and paraplanners
• Provide hands-on support for complex cases, including HNW clients and technical product recommendations
• Oversee and mentor junior paraplanners
• Collaborate on strategic direction and team restructuring with the Head of Paraplanning
• Conduct in-depth research and suitability report writing for: Fund switches, VCTs, EISs, Business relief, IHT planning, Whole of life protection and annuities
• Participate in firm-wide initiatives including Senior Paraplanner Group meetings
• Liaise with support/admin teams to ensure case flow and client delivery excellence

Requirements

• Experience in paraplanning, with confidence in handling complex HNW cases
• Qualifications: Diploma (Level 4) essential; Chartered preferred but not required
• Technical Proficiency:
• Strong leadership mindset and emotional intelligence
• Ability to challenge advisers constructively
• Organised, proactive, and comfortable with conflict resolution when needed
• Strong communicator who enjoys developing others

This is a rare opportunity to take on a genuinely strategic and impactful paraplanning role in a fast-growing firm that values expertise, initiative, and development. If you're a technically strong paraplanner ready to take the next step into leadership—or even into advice—this could be the perfect fit.

A well-established and respected financial planning firm is seeking an experienced Executive PA to provide dedicated support to a Senior Adviser while also delivering high-quality IFA administration.

The firm prides itself on long-term client relationships, professionalism and a collaborative approach to delivering holistic financial advice. This role sits at the centre of the business, combining executive support with strong financial services administration to ensure the adviser is fully supported in client delivery and day-to-day operations.

Salary up to £35,000 

Key responsibilities include:

• Managing the Adviser’s diary, inbox and priorities to ensure time is used effectively
• Preparing meeting packs, client appointment documents and briefing materials
• Acting as a key point of contact for clients, providers and internal stakeholders
• Processing new business applications and liaising with providers through to completion
• Preparing valuations, portfolio comparison analytics and supporting cashflow modelling inputs
• Supporting suitability documentation processes including fund switches and client reviews
• Managing Letters of Authority and provider information requests
• Assisting with compliance processes and maintaining accurate client records

The role would suit someone with previous IFA administration experience, strong organisational skills and the confidence to operate in a high-trust role supporting senior leadership.

This is an excellent opportunity for an experienced financial services administrator ready to step into a senior PA position within a professional and supportive financial planning environment.

Responsibilities include provider and product research, fund performance and risk analysis, interpreting Fact Finds, cashflow modelling, and managing cases through to completion.

Salary up to £42,000 and hybrid working 3 days in the office and 2 days from home 

The firm is particularly interested in speaking with paraplanners who have strong pensions and investment knowledge and who are working towards their Level 4 Diploma in Regulated Financial Planning (DipPFS).

This role offers the opportunity to join a firm that places significant value on professionalism, long-term client relationships and delivering meaningful financial advice. Paraplanners are seen as an integral part of the advice process and are encouraged to develop their technical expertise and continue progressing through professional qualifications.

The position would suit an ambitious paraplanner who enjoys writing suitability reports, wants to deepen their technical knowledge, and is looking to grow within a supportive and professional financial planning environment.

Responsibilities include:

• Conducting provider and product research, including fund performance and risk analysis
• Preparing bespoke suitability reports tailored to individual client needs
• Interpreting Fact Finds and KYC documentation to identify appropriate client outcomes
• Supporting advisers with technical analysis and evidence-based recommendations
• Managing cases from inception through to completion
• Undertaking cashflow modelling using tools such as FE Analytics or similar systems
 

The firm operates in a collaborative environment where technical excellence and attention to detail are highly valued. Paraplanners play a key role in ensuring advice is well researched, compliant and clearly communicated.

About the Candidate

The firm is keen to speak with paraplanners who have:

• Proven experience in paraplanning and suitability report writing
• Strong technical knowledge of pensions, investments and retirement planning
• The ability to interpret Fact Finds and produce clear, compliant reports

Experience with cashflow modelling tools, adviser platforms, and systems such as Curo or similar would be beneficial but not essential.

An Opportunity for an Experienced IFA Administrator Seeking More Variety and Market Exposure. A well-established, whole of market financial advice firm in Newcastle is looking to appoint an experienced IFA Administrator to support its new business focused IFA’s.

Salary up to £30,000 + hybrid working 3 days in the office and 2 form home.

This role will appeal to administrators who enjoy working across multiple provider platforms, value technical variety, and want to be part of a busy, professional advice environment where no two cases look the same.

Unlike restricted models, this firm operates on a whole of market basis — offering broad product access and diverse planning solutions. For an administrator, this means greater exposure, wider platform knowledge and more interesting day-to-day work.

Responsibilities include:

• Processing new business and top-up submissions across a range of provider platforms, ensuring full compliance requirements are met
• Updating back-office systems and maintaining accurate documentation records
• Managing fund switches, purchases, sales and client payment requests
• Supporting asset migration activity, including platform transfers
• Liaising directly with providers and platforms to track and progress cases
• Booking annual review meetings and preparing client meeting packs
• Assisting Advisers in gathering documentation and information ahead of client meetings

Why This Role May Appeal

• This opportunity is particularly attractive to IFA Administrators in Newcastle who:
• Want to work within a whole of market firm rather than a restricted model
• Enjoy platform work and technical processing
• Want exposure to a wide range of providers and investment solutions
• The role offers the chance to deepen platform expertise and broaden industry exposure within a supportive and structured team.

The successful individual will have:

• Experience within the IFA / financial advice sector
• Strong experience dealing with provider platforms
• Excellent organisational and time management skills
• The ability to prioritise effectively in a busy office

The Opportunity

• This is an excellent opportunity for an experienced IFA Administrator based in Newcastle who wants to join a whole of market advice firm offering genuine variety in platform and product exposure.
• It represents a stable and long-term career move within a professional, growing financial planning environment.
• Applications are welcomed from administrators seeking their next step within a dynamic advisory practice.

Salary up to £33,000 & hybrid working 3 days in the office 

The Role

The successful candidate will serve as a key point of contact for clients, managing enquiries by phone, email and in person with professionalism and care. They will take ownership of the end-to-end administration process — from organising client review meetings and preparing valuation reports, through to processing new business applications and ensuring all actions and follow-ups are completed accurately and on time.

Day-to-day responsibilities will include:

• Managing Financial Adviser diaries and coordinating client meetings
• Preparing meeting packs and new business documentation for sign-off
• Submitting, processing and following up on applications in a compliant and timely manner
• Maintaining accurate client records on the back office system (Intelligent Office)
• Processing fund switches, rebalances, surrender requests and death claims
• Uploading file notes and ensuring client files meet compliance requirements
• Ordering quotes and requesting policy details on behalf of advisers
• Providing holiday and sickness cover for colleagues as required

The Person

The practice is looking for someone with a minimum of two years' experience working within the IFA market, including hands-on experience with provider platforms. They will be confident managing their own workload, organised under pressure, and able to communicate clearly and professionally with both clients and colleagues across multiple locations.

The ideal candidate will bring:

• Experience in an IFA or financial services administrative role
• Familiarity with CRM and back office systems
• Strong working knowledge of Microsoft Office
• Excellent interpersonal and written communication skills
• A high level of discretion when handling sensitive client data
• The ability to work effectively as part of a geographically spread team, both face-to-face and remotely

This is a fantastic opportunity for an experienced financial services administrator to join a supportive and established team, with a competitive salary of up to £33,000 on offer depending on experience.

The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration.

Salary up to £50,000 + hybrid working 3 days in the office and 2 from home.

• Accelerated professional growth with exposure to complex cases and regulatory standards
• Greater independence in workload management, backed by a supportive team
• Structured development with access to training, mentoring, and career coaching
• Flexible working arrangements and an inclusive, energetic culture

Responsibilities

• Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation
• Collaborate with advisers to tailor recommendations and draft client-ready reports
• Maintain accurate client records, ensure regulatory compliance, and support annual reviews
• Contribute to process improvements to streamline case management and documentation
• Assist with project work and ad-hoc analysis as required by the team

Candidate profile

• A proven track record in financial planning support, within paraplanning
• Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material
• Proactive, collaborative, and adaptable with a genuine interest in learning and growth
• Excellent communication and teamwork capabilities

We are working with a well-established, independently owned financial advice firm based in Edgware to recruit an experienced IFA Administrator. The firm specialises in providing holistic financial planning advice to high-net-worth private clients and has built a strong reputation for service quality and long-term client relationships.

This is a hands-on administration role at the heart of the advice process. You will support a team of Financial Advisers and ensure the smooth, accurate, and compliant processing of new business, client reviews, and ongoing case management — working with clients whose financial arrangements are often complex and high value.

WHAT YOU WILL BE DOING

• Acting as a first point of contact for HNW clients by phone and email — managing queries professionally and ensuring a consistently high standard of service
• Processing new business end to end — preparing application packs, submitting to providers, chasing progress, and issuing policy documents to clients
• Preparing client valuation reports and review packs ahead of adviser meetings
• Maintaining accurate and compliant client records on the back office and CRM system
• Uploading file notes and ensuring all post-meeting action points are completed within agreed timescales
• Liaising with product providers and platforms on behalf of advisers and clients
• Ensuring all documentation is accurate, complete, and compliant with FCA requirements before submission
• Supporting advisers with diary management and client meeting organisation where required

WHAT YOU WILL NEED

• Experience in an IFA or Wealth Management administration role
• Demonstrable experience working with provider platforms and processing new business
• Strong working knowledge of FCA compliance requirements in a regulated advice environment

WHO THRIVES IN THIS ROLE

This role suits an IFA Administrator who takes pride in running a smooth operation behind a team of advisers. The clients in this firm are high-net-worth individuals with complex financial arrangements — they expect prompt, accurate, and professional service at every touchpoint.

You will need to be organised, calm under pressure, and able to manage a varied workload across multiple advisers and cases simultaneously. Equally important is the ability to communicate clearly and confidently with clients directly — this is not a purely back-office position.

Career path: Structured two-year programme to Financial Planner | Cass status within 12 months | Long-term partnership opportunity

A highly regarded, independently owned financial planning firm based in Enderby, Leicestershire is looking to appoint a Trainee Financial Planner as part of a structured two-year development programme. The firm has been serving high-net-worth clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.

 This is a firm where careers are genuinely built. Partners in the business have progressed through exactly this route — from assistant to adviser to equity partner — and the firm's succession planning is designed to create that pathway for the right person again. For the fourth consecutive time this year, the business received a "Best Financial Adviser Firm to Work For" award from Professional Adviser, based on anonymous employee feedback and an independent review of company policy. That is not a marketing claim — it is a reflection of how the firm actually treats its people.

ABOUT THE ROLE

This is a structured two-year development role designed for an experienced financial services professional who is ready to step into client-facing financial planning and build towards full adviser status. It is also an ideal next step for a Paraplanner or Administrator who has developed strong technical knowledge and now wants to make the transition into a client-facing Financial Adviser role — with a structured pathway, full qualification support, and an established client pipeline to grow into.

You will work alongside a Senior Financial Planner and Business Owner — attending client meetings, preparing documentation, developing technical skills, and building relationships with an established portfolio of high-net-worth clients. The pipeline is already in place. Your job is to learn the business, earn client trust, and develop the competence and confidence to manage your own portfolio independently.

WHAT YOU WILL BE DOING

Attending client meetings alongside a Senior Financial Planner, building relationships with an established portfolio of HNW clients

Acting as a point of contact for client queries and ensuring timely, professional responses

Preparing meeting documentation, producing detailed client meeting notes, and ensuring all action points are completed

Analysing and documenting client data — income, expenditure, assets, liabilities, and objectives — accurately and in full

Assisting in the preparation of holistic financial plans across pensions, investments, protection, and tax planning, supported by the paraplanning team

Supporting new business development activity — building referral relationships with solicitors and accountants within a targeted geographic region

WHAT YOU WILL NEED

Experience in a financial services role at an IFA or Wealth Management firm

Part-qualified or fully qualified at Level 4 Diploma in Financial Planning (CII DipPFS or equivalent)

Are you an experienced Paraplanner seeking a role where your expertise is valued and rewarded? A well-established Wealth Management firm is offering an exciting opportunity to join their team as a Paraplanner, providing tailored financial planning solutions that truly make a difference in clients’ lives. With a salary of up to £48,000, this role combines professional growth with the chance to work within a firm renowned for its collaborative and client-focused ethos. on offer is also hybrid working arrangements 3 dasy in the office and 2 from home 

Why This Firm?

This firm has built its reputation on delivering clarity, confidence, and tailored financial strategies to its clients. Their culture thrives on collaboration, innovation, and excellence, creating an environment where every team member feels empowered to contribute to their success. As a Paraplanner, you’ll play a pivotal role in the firm’s mission to simplify financial planning while being supported to grow both professionally and personally.

What’s on Offer?

• Attractive Compensation: A competitive salary of up to £48,000, reflecting your skills and experience.
• Career Development: Support to expand your expertise, including opportunities to further professional qualifications.
• Work-Life Balance: Flexible hybrid working options to fit your needs.
• Comprehensive Benefits:
  • Generous holiday allowance to recharge and relax.
  • Pension scheme and life assurance.
  • Access to employee wellbeing initiatives and team-building events.

Your Role as a Paraplanner

As a key member of the team, you’ll work closely with Financial Advisors to deliver high-quality support and technical expertise. Your responsibilities will include:

• Preparing detailed client reports and recommendations across pensions, investments, and protection.
• Conducting research and analysis to ensure solutions align with clients’ financial goals.
• Ensuring all advice complies with regulatory standards and maintaining accurate records.
• Building strong relationships with clients and product providers, ensuring a seamless experience.

Who We’re Looking For

The ideal candidate will have:

• Proven experience as a Paraplanner within the Wealth Management or Financial Planning sector.
• A Diploma in Regulated Financial Planning (DipPFS) or progress towards this qualification.
• Exceptional technical knowledge of financial products and compliance requirements.
• Strong analytical and organisational skills, with a client-focused mindset.

The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration.

Salary up to £50,000 + hybrid working 3 days in the office and 2 from home.

• Accelerated professional growth with exposure to complex cases and regulatory standards
• Greater independence in workload management, backed by a supportive team
• Structured development with access to training, mentoring, and career coaching
• Flexible working arrangements and an inclusive, energetic culture

Responsibilities

• Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation
• Collaborate with advisers to tailor recommendations and draft client-ready reports
• Maintain accurate client records, ensure regulatory compliance, and support annual reviews
• Contribute to process improvements to streamline case management and documentation
• Assist with project work and ad-hoc analysis as required by the team

Candidate profile

• A proven track record in financial planning support, within paraplanning
• Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material
• Proactive, collaborative, and adaptable with a genuine interest in learning and growth
• Excellent communication and teamwork capabilities

The business is seeking a capable paraplanner to support advisers and deliver precise, client-ready documentation. The position promises clear progression, increased autonomy, and a culture that rewards initiative and collaboration.

Salary up to £50,000 + hybrid working 3 days in the office and 2 from home.

• Accelerated professional growth with exposure to complex cases and regulatory standards
• Greater independence in workload management, backed by a supportive team
• Structured development with access to training, mentoring, and career coaching
• Flexible working arrangements and an inclusive, energetic culture

Responsibilities

• Prepare comprehensive paraplanning output, including research, product comparisons, and suitability documentation
• Collaborate with advisers to tailor recommendations and draft client-ready reports
• Maintain accurate client records, ensure regulatory compliance, and support annual reviews
• Contribute to process improvements to streamline case management and documentation
• Assist with project work and ad-hoc analysis as required by the team

Candidate profile

• A proven track record in financial planning support, within paraplanning
• Strong analytical mindset, exceptional attention to detail, and the ability to translate complex information into clear, client-friendly material
• Proactive, collaborative, and adaptable with a genuine interest in learning and growth
• Excellent communication and teamwork capabilities

A growing financial services firm dedicated to delivering exceptional client care and building long-term trusted relationships. The supportive environment enables  advisors to thrive while maintaining the highest standards of professionalism and compliance. We are now seeking an experienced and Financial Advisor to join the team and help shape the future of our firm.

Salary: £50,000 – £65,000 + bonuses & flexible working WFH

You get full Paraplanning and Admin support so you can focus on meeting clients and building relationships

As a Financial Advisor, you will be responsible for:

• Servicing and maintaining a dedicated client bank (approx. 150 households, circa 40M AUM).
• Conducting regular client reviews and completing annual suitability letters within two weeks of each meeting.
• Ensuring full compliance and maintaining thorough, accurate client files.
• Proactively generating new business and expanding your client base from the exiting clients

Your initial focus will be on:

• Servicing the existing client bank.
• Completing suitability letters promptly.
• Maintaining the highest compliance standards.

Candidate Profile

• We are seeking an experienced financial advisor who is:
• Skilled in holistic financial planning and client relationship management.
• Highly compliant, with meticulous attention to detail.
• Proactive, commercially minded, and capable of developing new business.
• Confident working with  well-informed clients.

Compensation & Benefits

Base salary: £55,000 – £65,000

Compliance bonus: £8,000 for maintaining a 95% file completion rate (reduced for lower levels).

New business bonus:

10% of first £60,000

20% of £60,000 – £90,000

30% of £90,000 – £120,000

50% of earnings above £120,000

Why Join?

This role offers both challenge and reward. You will work in a dynamic environment, adapting to evolving client needs and compliance requirements, while enjoying the opportunity to grow professionally and earn significant bonuses.

Are you an ambitious Financial Adviser with a transferable book of clients after covenants and the drive to grow your business within a nationally recognised IFA firm? This is your opportunity to join a forward-thinking, client-centric Wealth Management business offering the perfect blend of independence, support, and sustainable client acquisition.

Salary Range £60,000 - £90,000 Earning potential £140,000 uncapped bonuses

The Opportunity

We’re working  with a leading national IFA firm that is actively expanding its adviser team. With a robust infrastructure, full compliance support, and a steady stream of qualified leads from both digital and professional introducers, this firm is positioned to support ambitious Advisers looking to scale.

Whether you're a self-employed Adviser seeking greater access to clients and marketing support, or currently employed and ready to take control of your future, this firm offers an environment where your ambition is matched with tangible resources and growth opportunities.

• Access to full back-office support, marketing, compliance, and lead generation
• Opportunity to build long-term capital value in your client book
• Comfortable balancing both client servicing and business development responsibilities.

What’s in it for you?

• Client Referrals & Qualified Leads: Receive a regular flow of warm client introductions through strategic partnerships and a highly effective online presence.
• Marketing & Paraplanning Support: Focus on client relationships while the central team supports you with admin, paraplanning and compliance.
• High Earning Potential: Uncapped earnings with a competitive revenue share model and bonus incentives.
• National Brand, Local Focus: Benefit from the credibility of a nationally recognised brand with the agility of a regionally focused service.
• Flexible Working: Freedom to manage your own diary, with hybrid and remote options available.

The Ideal Candidate

• With strong, portable client relationships after covenant.
• A natural business developer – proactive, entrepreneurial, and confident in prospecting and converting new opportunities.
• Level 4 Diploma in Financial Planning (minimum), with CAS status preferred.

Earn What You Deserve – Your Success, Your Rewards

Are you a qualified Financial Adviser looking to take control of your future? Do you have the drive to build something truly yours? We provide the tools, the leads, and the support to help you grow a thriving client base. How far you take it is entirely up to you.

At our firm, we reward effort and results. Our Junior Wealth Managers are overseeing £15M in client assets are already earning more than many advisers on fixed salaries. Those managing £70M? They’re seeing earnings of £231,000+. But here’s the key: they’ve earned it.

If you’re ready to transition but need a financial bridge, we offer up to £3,500 per month for two years to support your journey. This isn’t a cushion—it’s a runway. Your pay will reflect your success, directly tied to your ability to build and maintain strong client relationships. You will earn bonus on top so you will be earning 50% of your ongoing fees in an employed role 

What We Offer:

Pre-qualified leads to help you establish your client base
Full back-office support so you can focus on advising, not admin
Structured financial transition support employed – up to £3,500 p/m for two years guaranteed and will increase inline with portfolio growth
A proven path to success with advisers in our firm already surpassing six-figure earnings

Entrepreneurial freedom with the infrastructure to thrive

What You Need to Bring:

🔹 A driven, entrepreneurial mindset—your earnings are in your hands
🔹 A commitment to building long-term client relationships
🔹 Level 4 Diploma in Financial Planning (or equivalent)
🔹 The ambition to grow your book and shape your own future

This opportunity isn’t for everyone.  But if you’re ready to build something significant, with our support and proven model, then let’s talk.

Shape the Future of Complex Financial Planning

Are you a Diploma-qualified Paraplanner looking for a fresh challenge in a highly supportive and collaborative environment? We’re representing a respected Wealth Management firm that delivers bespoke advice across pensions, ISAs, GIAs, Trusts, and later-life planning. If you’re passionate about research, technical analysis, and writing high-quality reports, this role offers the perfect platform to develop your skills and make a meaningful impact.

Salary: Up to £50,000 + Bonus + Benefits

Why This Opportunity?

Diverse Casework – Engage with complex financial plans covering pensions, ISA portfolios, GIAs, Trusts, and estate planning.

Collaborative Culture – Work alongside experienced Financial Planners who value your technical input.

Career Progression – Support towards Chartered status and access to advanced cases to build your expertise.

Client-First Approach – Join a firm focused on delivering quality advice, not chasing sales targets.

Key Responsibilities:

Conduct in-depth research and analysis across a range of financial products and strategies

Write clear, accurate, and compliant suitability reports

Collaborate closely with Financial Planners to deliver tailored client solutions

Provide technical support on Trusts, IHT planning, investment strategies, and retirement income solutions

Keep client records up to date and ensure timely implementation of advice

Stay informed on regulatory updates and industry trends

What You’ll Bring:

Diploma in Regulated Financial Planning (DipPFS) – essential

Proven experience as a Paraplanner within an IFA/Wealth Management setting

Strong technical knowledge of pensions, investments, and later-life planning

Skilled in research and report writing with exceptional attention to detail

Strong communication and team collaboration skills

Ready to Take the Next Step?

Apply now to join a firm where your expertise is recognised, your growth is supported, and your work genuinely makes a difference.

This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.

Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home 

Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a “production-line” approach to advice.

The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.

The Role

• Analyse complex client circumstances, objectives, and risk profiles

• Conduct detailed research across pensions, investments, and protection solutions

• Produce cashflow modelling and technical analysis to support advice strategies

• Prepare high-quality, compliant suitability and recommendation reports

• Work closely with advisers, constructively challenging recommendations where appropriate

• Maintain accurate and up-to-date client records on back-office systems

The Ideal Candidate

• GCSEs (or equivalent) including English and Maths

• Studying towards or holding the Diploma in Financial Planning (Level 4)

• Experience in an IFA or Wealth Management environment

• Strong, demonstrable experience writing suitability and recommendation reports

• Confident technical knowledge across pensions, investments, and protection

• Corporate or employee benefits exposure is beneficial but not essential

Why This Role

• A clear focus on technical depth and complex planning work

• A collaborative culture where paraplanners’ expertise is valued

• Supportive management and realistic workloads

• Hybrid and agile working model

• Ongoing professional development with salary increases linked to qualifications

The Package

• Competitive salary

• Generous holiday allowance with holiday trading options

• Employer pension contributions based on total earnings

• Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options

A progressive and growing independent financial advice firm is looking to appoint a Associate Paraplanner to support its Financial Advisers and develop into a full Paraplanner role.

This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression.

Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home 

The Role

Working alongside experienced Paraplanners and Advisers, the successful candidate will:

• Support the preparation of suitability and recommendation reports

• Assist with research across pensions, investments, and protection products

• Help analyse client circumstances, objectives, and risk profiles

• Carry out cashflow modelling and basic technical analysis

• Maintain accurate client records and documentation on back-office systems

• Develop the confidence to support and challenge adviser recommendations as experience grows

About You

• GCSEs (or equivalent) including English and Maths

• Currently studying towards the Diploma in Financial Planning (Level 4)

• Experience in an IFA or Wealth Management environment

• Some experience producing client-facing reports or suitability letters

• Strong attention to detail and a genuine interest in financial planning

• Motivated, curious, and keen to progress into a full Paraplanner role

Why Apply

• A clear development pathway into a Paraplanner position

• Structured training and technical mentoring

• Hybrid / agile working model

• Generous holiday allowance with holiday trading

• Employer pension contributions and flexible benefits package

This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.

Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home 

Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a “production-line” approach to advice.

The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.

The Role

• Analyse complex client circumstances, objectives, and risk profiles

• Conduct detailed research across pensions, investments, and protection solutions

• Produce cashflow modelling and technical analysis to support advice strategies

• Prepare high-quality, compliant suitability and recommendation reports

• Work closely with advisers, constructively challenging recommendations where appropriate

• Maintain accurate and up-to-date client records on back-office systems

The Ideal Candidate

• GCSEs (or equivalent) including English and Maths

• Studying towards or holding the Diploma in Financial Planning (Level 4)

• Experience in an IFA or Wealth Management environment

• Strong, demonstrable experience writing suitability and recommendation reports

• Confident technical knowledge across pensions, investments, and protection

• Corporate or employee benefits exposure is beneficial but not essential

Why This Role

• A clear focus on technical depth and complex planning work

• A collaborative culture where paraplanners’ expertise is valued

• Supportive management and realistic workloads

• Hybrid and agile working model

• Ongoing professional development with salary increases linked to qualifications

The Package

• Competitive salary

• Generous holiday allowance with holiday trading options

• Employer pension contributions based on total earnings

• Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options

This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.

Salary up to £45,000 + Bonus & hybrid wokring 3 days in the office and 2 from home 

Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a “production-line” approach to advice.

The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.

The Role

• Analyse complex client circumstances, objectives, and risk profiles

• Conduct detailed research across pensions, investments, and protection solutions

• Produce cashflow modelling and technical analysis to support advice strategies

• Prepare high-quality, compliant suitability and recommendation reports

• Work closely with advisers, constructively challenging recommendations where appropriate

• Maintain accurate and up-to-date client records on back-office systems

The Ideal Candidate

• GCSEs (or equivalent) including English and Maths

• Studying towards or holding the Diploma in Financial Planning (Level 4)

• Experience in an IFA or Wealth Management environment

• Strong, demonstrable experience writing suitability and recommendation reports

• Confident technical knowledge across pensions, investments, and protection

• Corporate or employee benefits exposure is beneficial but not essential

Why This Role

• A clear focus on technical depth and complex planning work

• A collaborative culture where paraplanners’ expertise is valued

• Supportive management and realistic workloads

• Hybrid and agile working model

• Ongoing professional development with salary increases linked to qualifications

The Package

• Competitive salary

• Generous holiday allowance with holiday trading options

• Employer pension contributions based on total earnings

• Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options

A progressive and growing independent financial advice firm is looking to appoint an associate Paraplanner to support its Financial Advisers and develop into a full Paraplanner role.

This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression.

Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home 

The Role

Working alongside experienced Paraplanners and Advisers, the successful candidate will:

• Support the preparation of suitability and recommendation reports

• Assist with research across pensions, investments, and protection products

• Help analyse client circumstances, objectives, and risk profiles

• Carry out cashflow modelling and basic technical analysis

• Maintain accurate client records and documentation on back-office systems

• Develop the confidence to support and challenge adviser recommendations as experience grows

About You

• GCSEs (or equivalent) including English and Maths

• Currently studying towards the Diploma in Financial Planning (Level 4)

• Experience in an IFA or Wealth Management environment

• Some experience producing client-facing reports or suitability letters

• Strong attention to detail and a genuine interest in financial planning

• Motivated, curious, and keen to progress into a full Paraplanner role

Why Apply

• A clear development pathway into a Paraplanner position

• Structured training and technical mentoring

• Hybrid / agile working model

• Generous holiday allowance with holiday trading

• Employer pension contributions and flexible benefits package

Are you an ambitious Financial Adviser with a transferable book of clients after covenants and the drive to grow your business within a nationally recognised IFA firm? This is your opportunity to join a forward-thinking, client-centric Wealth Management business offering the perfect blend of independence, support, and sustainable client acquisition.

Salary Range £60,000 - £90,000 Earning potential £140,000 uncapped bonuses

The Opportunity

We’re working  with a leading national IFA firm that is actively expanding its adviser team. With a robust infrastructure, full compliance support, and a steady stream of qualified leads from both digital and professional introducers, this firm is positioned to support ambitious Advisers looking to scale.

Whether you're a self-employed Adviser seeking greater access to clients and marketing support, or currently employed and ready to take control of your future, this firm offers an environment where your ambition is matched with tangible resources and growth opportunities.

• Access to full back-office support, marketing, compliance, and lead generation
• Opportunity to build long-term capital value in your client book
• Comfortable balancing both client servicing and business development responsibilities.

What’s in it for you?

• Client Referrals & Qualified Leads: Receive a regular flow of warm client introductions through strategic partnerships and a highly effective online presence.
• Marketing & Paraplanning Support: Focus on client relationships while the central team supports you with admin, paraplanning and compliance.
• High Earning Potential: Uncapped earnings with a competitive revenue share model and bonus incentives.
• National Brand, Local Focus: Benefit from the credibility of a nationally recognised brand with the agility of a regionally focused service.
• Flexible Working: Freedom to manage your own diary, with hybrid and remote options available.

The Ideal Candidate

• Strong, portable client relationships after covenant.
• A natural business developer – proactive, entrepreneurial, and confident in prospecting and converting new opportunities.
• Level 4 Diploma in Financial Planning (minimum), with CAS status preferred.

This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.

Salary up to £50,000 + Bonus & hybrid wokring 3 days in the office and 2 from home 

Location: Wilmslow

Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a “production-line” approach to advice.

The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.

The Role

• Analyse complex client circumstances, objectives, and risk profiles

• Conduct detailed research across pensions, investments, and protection solutions

• Produce cashflow modelling and technical analysis to support advice strategies

• Prepare high-quality, compliant suitability and recommendation reports

• Work closely with advisers, constructively challenging recommendations where appropriate

• Maintain accurate and up-to-date client records on back-office systems

The Ideal Candidate

• GCSEs (or equivalent) including English and Maths

• Studying towards or holding the Diploma in Financial Planning (Level 4)

• Experience in an IFA or Wealth Management environment

• Strong, demonstrable experience writing suitability and recommendation reports

• Confident technical knowledge across pensions, investments, and protection

• Corporate or employee benefits exposure is beneficial but not essential

Why This Role

• A clear focus on technical depth and complex planning work

• A collaborative culture where paraplanners’ expertise is valued

• Supportive management and realistic workloads

• Hybrid and agile working model

• Ongoing professional development with salary increases linked to qualifications

The Package

• Generous holiday allowance with holiday trading options

• Employer pension contributions based on total earnings

• Flexible benefits allowance, including private medical cover, protection benefits, and lifestyle options

A progressive and growing independent financial advice firm is looking to appoint a Assistant Paraplanner to support its Financial Advisers and develop into a full Paraplanner role.

This opportunity is ideal for an ambitious financial planning professional who has started their Level 4 Diploma in Financial Planning, has experience writing suitability or recommendation reports, and is now looking for increased responsibility, technical exposure, and a clear route for progression.

Salary up to £40,000 + Bonus & hybrid working 3 days in the office and 2 days from home 

The Role

Working alongside experienced Paraplanners and Advisers, the successful candidate will:

• Support the preparation of suitability and recommendation reports

• Assist with research across pensions, investments, and protection products

• Help analyse client circumstances, objectives, and risk profiles

• Carry out cashflow modelling and basic technical analysis

• Maintain accurate client records and documentation on back-office systems

• Develop the confidence to support and challenge adviser recommendations as experience grows

About You

• GCSEs (or equivalent) including English and Maths

• Currently studying towards the Diploma in Financial Planning (Level 4)

• Experience in an IFA or Wealth Management environment

• Some experience producing client-facing reports or suitability letters

• Strong attention to detail and a genuine interest in financial planning

• Motivated, curious, and keen to progress into a full Paraplanner role

Why Apply

• A clear development pathway into a Paraplanner position

• Structured training and technical mentoring

• Hybrid / agile working model

• Generous holiday allowance with holiday trading

• Employer pension contributions and flexible benefits package

 Working pattern: Hybrid — minimum 2 days per week in the London office

Lead model: High-quality leads provided — no cold prospecting

A growing, independently authorised financial planning firm based in London, are recruiting Financial Advisers with CASS, who want genuine lead support, a clear runway to build a substantial client bank, and a long-term home where their career compounds over time.

This is not a role where you are handed a job title and left to figure out the rest. The firm provide a structured pipeline of high-quality leads, the technology to work efficiently, and a support infrastructure that removes the administration burden so you can focus entirely on clients.

The earnings potential here is real and proven. Partners in the business who joined on the same model have built their client banks over five years and are now servicing the clients they have onboarded from the leads generate — taking home over £300,000 a year. That is not a projection. That is what happens when an adviser with the right skills is given the right support and stays the course.

WHAT THE FIRST 24 MONTHS LOOK LIKE

The team enable advisers to build a client bank of £20 million AUM within 28 months. They have the lead flow, the technology, and the paraplanning and compliance support to make that achievable for an adviser who is focused, client-centric, and consistent.

After that, the model shifts. You are no longer building — you are servicing and growing a book of clients who trust you and return. The income becomes increasingly recurring. The partners who have been here five years are the proof of concept.

WHAT YOU WILL BE DOING

• Advising a growing client bank on holistic financial planning across pensions, investments, protection, tax, and estate planning
• Managing a pipeline of warm, pre-qualified leads provided by the business — no cold calling or self-sourced prospecting required
• Building long-term, trust-based client relationships that generate referrals and recurring revenue over time
• Working closely with in-house paraplanners, compliance, and technology teams to deliver an efficient and high-quality client experience

WHAT YOU WILL NEED

Required:

• Minimum Level 4 Diploma in Financial Planning (CII DipPFS, CISI or equivalent) — essential
• Valid Statement of Professional Standing (SPS)
• Experience delivering regulated holistic financial advice to retail clients
• Strong client relationship and communication skills — face-to-face advice is central to

Are you a confident, self-motivated Financial Adviser seeking autonomy and flexibility, without sacrificing professional support or client service standards?

Join a well-established wealth management firm offering whole-of-market access, full paraplanning and admin support, and a genuine partnership model that puts your business goals and your clients at the heart of everything.

This is the perfect platform for advisers who want to own their clients, enjoy uncapped earning potential, and build their brand within a respected directly auhtorised firm

• Location: UK-wide (fully remote or hybrid options available)

• Work Type: Self-employed, 

Compensation Structure

We offer a transparent and competitive revenue share model tailored to how you generate your business:

• 60/40 Split – On clients you bring (you retain 60%, and you own the client)

• 40/60 Split – On clients introduced or bought by the firm (firm retains 60%, and owns the client)

• 50/50 Split – On internal referrals from the firm’s professional network (firm owns the client)

No pressure. No restrictive ties. Just fair value for your contribution.

Responsibilities

• Provide holistic financial advice across pensions, investments, protection, tax planning, and more

• Build and maintain strong client relationships based on trust and long-term value

• Conduct full fact-finds, suitability assessments, and client reviews

• Use the firm’s tech stack and support team to streamline your client servicing

• Stay compliant with FCA guidelines and internal governance procedures

Requirements

• Level 4 Diploma in Financial Planning (minimum)

• Strong client-facing and relationship-building skills

• Comfortable with business development and prospecting (for self-sourced clients)

• Whole-of-market or IFA experience preferred

• Self-driven, ethical, and client-focused mindset

Benefits

• Whole-of-market proposition – freedom to recommend what's best for your clients

• Full paraplanning and administrative support – focus on advice, not paperwork

• Client ownership – for clients you source

• Tech-enabled infrastructure – fully remote-capable

• Uncapped earnings – aligned with your effort and success

Work Remotely with a Directly Authorised, Cross-Border Wealth Management Firm

Independent Financial Adviser – Self-Employed (UK-Based, Remote)

A well-established, directly authorised wealth management firm is expanding its adviser network across the UK. With permissions to advise clients in the UK, US, and the Middle East, the firm is known for delivering tailored, independent financial advice to high-net-worth individuals, expats, and families with complex financial needs.

The leadership team brings international experience, a strong ethical foundation, and a client-first approach that has driven exceptional client retention and adviser satisfaction. This is a unique opportunity for experienced IFAs who want to operate independently while supported by a premium back-office infrastructure.

• UK-wide – remote or hybrid

• Self-employed | Full-time or part-time flexibility

• No geographic limitations on client acquisition

Revenue Split & Earnings Potential:

A transparent and lucrative commission structure rewards success and scale:

• 60% on revenue up to £100,000

• 70% on revenue between £100,000 – £200,000

• 80% on revenue over £200,000

Advisers retain full ownership of their client book, allowing them to build long-term value while earning from day one.

What’s Provided:

Infrastructure & Support

• Access to paraplanning and administrative support in the splits

• Cutting-edge client-facing portal and secure document vault

• Authorisations for multi-jurisdictional advice (UK, US, Middle East)

Culture & Values

• Independent, directly authorised, and client-first

• Committed to ethical advice, diversity, and sustainable practices

• No product bias – full access to the entire market

Global Expertise

• Deep specialisation in international financial planning

• Suitable for advisers working with expats, dual citizens, and cross-border families

Responsibilities:

• Deliver holistic financial advice across pensions, investments, tax, estate planning, and protection

• Build and manage their own client relationships independently

• Utilise modern financial planning tools including cashflow modelling and risk profiling

• Work alongside paraplanners and admin staff to ensure a high-quality client journey

• Maintain compliance with FCA and cross-border regulatory frameworks

Requirements:

Minimum Requirements

• Level 4 Diploma in Financial Advice (e.g., DipPFS or equivalent)

• Experience as a Financial Adviser

• An existing client book or strong client acquisition capability

Benefits:

• Industry-leading revenue share model

• Full control over client relationships and ongoing servicing

• Admin and paraplanning support to maximise adviser time

• Inclusive, progressive, and supportive team culture

We’re working with a well-established financial planning firm in Birmingham looking to strengthen its support team with the hire of an experienced IFA Administrator.

This is a structured environment with defined processes, strong systems, and a clear division of responsibilities across the advice and support functions.

The Role

Supporting Financial Advisers and the Operations Manager, you’ll be involved across the full client lifecycle, ensuring cases are progressed efficiently and client records are maintained to a high standard.

Key responsibilities include:

• Preparing client valuations and documentation for annual reviews
• Maintaining accurate client records on Intelligent Office
• Supporting advisers with pre-meeting preparation
• Drafting annual suitability letters for existing clients
• Processing new business and monitoring cases through to completion
• Liaising with providers and internal teams to manage case progression
• Supporting the wider team with incoming calls when required
• Contributing to ad hoc projects and team initiatives

What They’re Looking For

• Minimum 2 years’ experience within an IFA / financial planning environment
• Strong administrative and organisational skills
• Experience using back-office systems (Intelligent Office preferred)
• Ability to manage multiple cases and prioritise workload effectively
• High attention to detail and strong written communication skills

The Business

A professional, team-based environment where advisers and support staff work closely together, with clear processes in place and a focus on delivering a consistent client experience.

Package

• £28,000 – £32,000 depending on experience
• Stable, long-term opportunity within an established firm

Shrewsbury | £50k–£70k Base + £8k Car Allowance + Bonus

This is a role for an adviser who wants to spend their time in front of clients — not sourcing leads or dealing with admin.

You’ll join a firm that has built a model around providing advisers with consistent, qualified client opportunities, backed by full support.

You will:

• Receive 10–15 booked client meetings per month
• Work with clients who already have assets and intent to proceed
• Inherit an initial bank of 30–40 clients, with further clients introduced over time
• Be supported by dedicated paraplanning and admin, with suitability reports written for you

The expectation is simple — meet clients, give advice, and convert business.

Clients typically hold between £200k and £2m+, with an average around £400k. Advice is delivered on a fully independent basis, giving you flexibility in how you structure recommendations.

The new business side is structured and consistent. With the volume and quality of appointments provided, advisers are typically converting between 1 in 2 and 1 in 3 meetings, allowing you to build revenue quickly.

The earning structure reflects that:

• Base salary of £50k, rising to £60k–£70k as you establish yourself
• £8k car allowance
• Bonus paid at 17% of revenue above £17k per month
• Realistic earnings of c.£90k in year one, rising to £100k–£110k+ in year two
• Longer-term potential to exceed £150k+

Support is fully in place. Each adviser has a dedicated paraplanner and admin support, meaning your time is focused on client work rather than report writing or processing.

They are looking for an adviser who can operate at this level:

• Minimum 3 years’ advising experience
• Level 4 qualified (Chartered preferred)
• Currently generating c.£150k+ annual revenue
• Comfortable advising clients with £500k+ investable assets
• Strong in client meetings and able to convert opportunities

The business is stable, established, and has a strong track record of retaining its advisers. Roles like this don’t come up often because people tend to stay.

Based in Shrewsbury, with clients typically within a one-hour radius.

Company Overview

Our client is a well-established and growing Wealth Management business providing holistic financial planning to a diverse client base. The firm operates with a strong emphasis on professionalism, collaboration, and long-term relationships, combining technical excellence with a supportive and people-focused culture.

The business offers a stable platform, modern systems, and a clear commitment to developing its people. Team members are encouraged to contribute ideas, continuously improve processes, and progress their careers within a structured and well-supported environment.

Responsibilities

In this role, you will work closely with Financial Planners and internal stakeholders to support the delivery of compliant, high-quality financial advice. Your responsibilities will include:

• Supporting Financial Planners by fully understanding client objectives, priorities, and circumstances
• Conducting detailed research and technical analysis, considering areas such as pensions, investments, taxation, and estate planning
• Producing clear, accurate, and compliant suitability reports and recommendation letters
• Identifying additional planning opportunities and highlighting future considerations for clients
• Liaising with operations and compliance teams on complex, unusual, or non-standard cases
• Working collaboratively with client services to ensure accurate information is gathered and timescales are met
• Maintaining robust audit trails and ensuring all work adheres to regulatory and internal compliance requirements
• Keeping up to date with legislative, regulatory, and technical developments through ongoing CPD
• Contributing to continuous improvement initiatives and sharing best practice across the team
• Providing technical input, guidance, or support to colleagues when required

Requirements

To be successful in this role, you will bring a strong technical foundation and a proactive, professional approach. You will ideally have:

• Experience working as a Paraplanner within a regulated financial planning or wealth management environment
• A good technical understanding of pensions, investments, protection, and taxation
• Strong written and verbal communication skills, with the ability to explain complex information clearly
• High attention to detail and the ability to manage workloads effectively
• Confidence to question, challenge, and seek clarification to ensure client objectives are fully understood
• Experience using Microsoft Office (Word, Excel, Outlook) and financial planning systems
• A commitment to maintaining high standards of compliance and client service

Benefits

The firm offers a competitive and well-rounded benefits package designed to support both professional development and personal wellbeing, including:

• Competitive salary, negotiable depending on experience and qualifications
• 33 days’ holiday including bank holidays, with the option to buy or sell additional days
• Hybrid working model, offering flexibility between home and office
• Support for professional development and ongoing CPD
• Employee Assistance Programme, including confidential support and wellbeing resources
• A supportive, collaborative working culture with long-term career progression opportunities

Location & Working Pattern

• Hybrid working (office and home-based)
• Full-time, Monday to Friday
• Flexible working arrangements considered

As an employed Financial Adviser, you’ll join a progressive, high-growth business that values initiative, accountability, and collaboration. You’ll have the freedom to work flexibly, the support to deliver outstanding advice, and the opportunity to help shape a company that’s redefining what a great planning firm looks like.

Why This Firm?

• Client-First Culture: Advice is driven by integrity, not sales pressure.
• Freedom with Responsibility: Manage your diary, work remotely, and take unlimited holidays — measured by results, not hours.
• Flat Structure: No bureaucracy or layers of management — decisions are fast and collaboration is direct.
• Career Progression: Clear path to senior planning roles, leadership, and long-term growth incentives.
• Real Reward: Competitive employed salary with transparent, performance-linked bonuses.

The Role
You’ll provide holistic financial advice to clients across all life stages — from professionals building wealth to retirees seeking long-term security. You’ll manage part of an existing client portfolio while also developing new relationships through referrals, inbound leads, and your own network.

With administrative and paraplanning support behind you, your focus will stay on delivering high-quality advice, nurturing relationships, and contributing to the firm’s continued growth.

Key Responsibilities

• Deliver comprehensive financial planning across pensions, investments, and protection.
• Build and maintain long-term client relationships based on trust and clarity.
• Develop new business through proactive engagement, referrals, and networking.
• Collaborate with colleagues to ensure consistent, high-quality client service.
• Contribute to the firm’s development through ideas and continuous improvement.

What You’ll Bring

• Level 4 Diploma in Financial Planning (DipPFS or equivalent).
• Chartered status or progression toward it preferred.
• Proven experience advising private clients within wealth management.
• Strong interpersonal and communication skills.
• Proactive, commercially aware, and passionate about client service.

What You’ll Receive

• Salary £65,000 – £85,000 + Bonus (OTE up to £120,000)
• Flexible / Remote Working Environment
• Unlimited Holiday – Freedom with Accountability
• Administrative & Paraplanning Support
• Dedicated Marketing & Lead Generation Assistance
• Future Growth-Share / Equity Options

Culture & Values

• Clients First, Always – every decision starts with the client’s best interests.
• Fast Hands, Fine Finish – efficient, accurate, and consistent delivery.
• No Red Tape – simple processes, swift decisions, clear communication.
• Freedom with Responsibility – autonomy balanced with accountability.
• Shape It, Don’t Wait For It – initiative and ideas are valued and actioned.

This is a firm for advisers who want to deliver advice the right way — ethically, collaboratively, and without unnecessary barriers.

Salary: Up to £130,000 + performance bonus + share option scheme

Working pattern: Hybrid — minimum 2 days per week in the office

AUM: Established book of c.£80–90m across 70–80 HNW clients

We are working exclusively with a well-established, independent wealth management firm based in the City of London to recruit an experienced Wealth Manager as part of a planned succession.

This is a rare opportunity to step into an established book of approximately 70–80 high-net-worth clients, with AUM per client ranging from £0.5m to £29m (total AUM c.£80–90m). The role has been created to replace a retiring senior adviser, and a structured three-month handover period means you will meet clients personally and build trust before assuming full responsibility.

Our client is a respected independent firm with a strong in-house Investment team delivering top-quartile discretionary model portfolios, alongside centralised paraplanning, compliance, marketing, and business development support. Advisers are freed from administration so they can focus entirely on clients and advice quality.

This is a long-term position for an adviser seeking a stable, well-resourced environment in which to build enduring client relationships long term with significant potential for personal wealth creation through bonus and equity participation.

WHAT YOU WILL BE DOING

• Taking over and managing an established portfolio of 70–80 HNW clients during a structured three-month handover alongside the retiring adviser
• Retaining and growing the client book post-transition — protecting and increasing AUM
• Actively developing new client relationships through professional networks, referrals, and business development activity
• Providing high-quality financial planning advice across retirement, tax, estate, and intergenerational planning
• Engaging confidently with sophisticated, well-informed clients on investment strategy, markets, and macroeconomic themes
• Collaborating with the in-house Investment team, Paraplanners, and support staff to deliver an exceptional client experience

Required:

• Experience as a practicing financial adviser or wealth manager in the UK 
• Demonstrable track record of retaining and growing established HNW client books
• Proven ability to grow AUM through both existing clients and new business development
• Strong investment knowledge — confident discussing markets and macroeconomics with sophisticated clients

REWARD AND PROGRESSION

- Competitive base salary (details provided on application)

- Generous performance bonus linked to new client assets invested

- Share option scheme offering potential equity participation — aligning personal reward with long-term firm growth

- Full paraplanning, compliance, investment, and marketing support