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

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)

Taunton | Hybrid working | Salary up to circa £80,000 | Existing client revenue opportunities | Bonus above validation

Our client is an established national wealth management group looking to appoint an experienced Financial Planner to join its Taunton operation.

The business already has an established presence in the area, supported by the infrastructure, resources and financial strength of a major UK wealth management group.

This is a compelling opportunity for a Financial Planner who wants access to existing client relationships while retaining the autonomy to build and develop a valuable long-term client bank.

It would particularly suit an adviser who is performing well but feels restricted by limited client opportunities, inadequate support or a validation structure that makes progression unnecessarily difficult.

You will not be expected to start entirely from scratch

The business has a consistent record of making existing client revenue available to advisers through succession planning, acquisitions and changes within its existing adviser population.

The exact level and timing of transferred revenue will depend on the opportunities available when the appointment is made. However, there is a credible expectation that the successful individual will receive existing client relationships to manage and develop.

Depending on availability and the adviser’s experience, this could potentially represent approximately £100,000 to £200,000 of recurring client revenue.

The successful individual will be expected to retain and develop these relationships while continuing to grow their client bank through referrals, professional connections and opportunities generated across the wider business.

The role

You will:

• Deliver holistic, independent financial planning across pensions, investments, retirement planning, protection and relevant tax and estate-planning considerations

• Build trusted, long-term relationships with existing and prospective clients

• Assume responsibility for client relationships introduced through succession, acquisition or internal transfer opportunities

• Conduct detailed client meetings and create tailored financial plans

• Review existing arrangements and identify opportunities to improve client outcomes

• Develop existing relationships and generate introductions and referrals

• Work closely with administration, compliance and paraplanning teams

• Maintain accurate client records and consistently meet regulatory and internal standards

• Contribute to the continued growth of the Taunton office and its regional client base

• Develop professional connections and identify appropriate new-business opportunities

Why consider this opportunity?

For the right Financial Planner, this role offers:

• The potential to inherit existing client revenue rather than starting with an empty client bank

• An achievable initial validation structure that reflects any revenue transferred

• Independent, whole-of-market financial planning

• Access to established compliance, administration and paraplanning infrastructure

• The opportunity to build a substantial and valuable long-term client bank

• Hybrid working and sensible flexibility

• Support for continued professional development and progression

• The resources and financial backing of an established national wealth management group

• Access to further client opportunities created through acquisitions, adviser succession and continued business growth

Salary, bonus and validation

The anticipated salary range is:

• Level 4 Financial Planners: approximately £55,000 to £75,000, depending on experience and capability

• Chartered Financial Planners: potentially up to approximately £80,000

• Bonus: 25% of qualifying production above validation

Unlike firms that impose an aggressive standard validation target immediately, our client is prepared to structure an incoming adviser’s initial validation around the level of client revenue transferred.

This should provide the successful individual with a realistic platform from which to establish themselves, retain transferred relationships and grow their client bank.

Who we are looking for

You should have:

• A Level 4 Diploma in Regulated Financial Planning, or equivalent

• Competent Adviser Status

• A proven track record within an IFA, financial planning or wealth management environment

• Strong first-meeting, communication and relationship-management skills

• The ability to retain, develop and grow valuable client relationships

• Experience delivering holistic, client-focused financial planning

• A sound understanding of UK financial services regulation and Consumer Duty

• The commercial confidence to identify new opportunities and generate referrals

• The ability to work effectively with administration, paraplanning and compliance teams

• A professional, credible and client-led approach

Our client is an established national wealth management group looking to appoint an experienced Financial Planner to join its Swindon operation.

The business already has an established presence in the area, supported by the infrastructure, resources and financial strength of a major UK wealth management group.

This is a compelling opportunity for a Financial Planner who wants access to existing client relationships while retaining the autonomy to build and develop a valuable long-term client bank.

It would particularly suit an adviser who is performing well but feels restricted by limited client opportunities, inadequate support or a validation structure that makes progression unnecessarily difficult.

You will not be expected to start entirely from scratch

The business has a consistent record of making existing client revenue available to advisers through succession planning, acquisitions and changes within its existing adviser population.

The exact level and timing of transferred revenue will depend on the opportunities available when the appointment is made. However, there is a credible expectation that the successful individual will receive existing client relationships to manage and develop.

Depending on availability and the adviser’s experience, this could potentially represent approximately £100,000 to £200,000 of recurring client revenue.

The successful individual will be expected to retain and develop these relationships while continuing to grow their client bank through referrals, professional connections and opportunities generated across the wider business.

You will:

• Deliver holistic, independent financial planning across pensions, investments, retirement planning, protection and relevant tax and estate-planning considerations

• Build trusted, long-term relationships with existing and prospective clients

• Assume responsibility for client relationships introduced through succession, acquisition or internal transfer opportunities

• Conduct detailed client meetings and create tailored financial plans

• Review existing arrangements and identify opportunities to improve client outcomes

• Develop existing relationships and generate introductions and referrals

• Work closely with administration, compliance and paraplanning teams

• Maintain accurate client records and consistently meet regulatory and internal standards

• Contribute to the continued growth of the Swindon office and its regional client base

• Develop professional connections and identify appropriate new-business opportunities

Why consider this opportunity?

For the right Financial Planner, this role offers:

• The potential to inherit existing client revenue rather than starting with an empty client bank

• An achievable initial validation structure that reflects any revenue transferred

• Independent, whole-of-market financial planning

• Access to established compliance, administration and paraplanning infrastructure

• The opportunity to build a substantial and valuable long-term client bank

• Hybrid working and sensible flexibility

• Support for continued professional development and progression

• The resources and financial backing of an established national wealth management group

• Access to further client opportunities created through acquisitions, adviser succession and continued business growth

Salary, bonus and validation

The anticipated salary range is:

• Level 4 Financial Planners: approximately £55,000 to £75,000, depending on experience and capability

• Chartered Financial Planners: potentially up to approximately £80,000

• Bonus: 25% of qualifying production above validation

Unlike firms that impose an aggressive standard validation target immediately, our client is prepared to structure an incoming adviser’s initial validation around the level of client revenue transferred.

This should provide the successful individual with a realistic platform from which to establish themselves, retain transferred relationships and grow their client bank.

Who we are looking for

You should have:

• A Level 4 Diploma in Regulated Financial Planning, or equivalent

• Competent Adviser Status

• A proven track record within an IFA, financial planning or wealth management environment

• Strong first-meeting, communication and relationship-management skills

• The ability to retain, develop and grow valuable client relationships

• Experience delivering holistic, client-focused financial planning

• A sound understanding of UK financial services regulation and Consumer Duty

• The commercial confidence to identify new opportunities and generate referrals

• The ability to work effectively with administration, paraplanning and compliance teams

• A professional, credible and client-led approach

Exeter | £45,000–£50,000 | Hybrid working 2 days from home

An established and highly regarded financial planning business is looking to appoint an experienced Senior Paraplanner to join its team in Exeter.

This is a genuinely technical paraplanning position offering more than report writing and case administration. You will work closely with Financial Planners and other members of the client team, helping to develop effective financial planning strategies and ensuring clients receive clear, well-researched and suitable advice.

The position would suit an experienced paraplanner who enjoys working on complex investment and pension cases, contributing ideas and playing an active role in the advice process.

The role:

• Work closely with Financial Planners to develop appropriate financial planning strategies
• Produce clear, technically accurate and compliant suitability reports
• Use cashflow modelling and scenario planning to illustrate different client outcomes
• Undertake detailed research across pensions, investments, protection and tax planning
• Review fact-finds, risk profiles and supporting documentation, identifying any gaps before cases progress
• Provide technical input and challenge recommendations where appropriate
• Support more complex financial planning cases involving multiple areas of advice
• Prepare the documentation required for new business and changes to existing arrangements
• Liaise with clients, providers and colleagues to obtain information and resolve technical queries
• Maintain accurate CRM records and ensure cases progress efficiently
• Keep informed of relevant regulatory, taxation and product developments
• Support less experienced colleagues and contribute to improvements across the paraplanning function

About you

• Strong experience working as a Paraplanner within a financial planning or wealth management business
• The CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
• Good technical knowledge across pensions and investments
• Experience producing detailed suitability reports and working on more complex Progress towards Chartered status would be welcomed, although it is not essential.

What's on offer

• Salary of £45,000–£50,000, depending on experience
• Support with further professional qualifications and progression towards Chartered status
• The opportunity to work on varied and technically interesting client cases
• A collaborative working environment with experienced Financial Planners and Paraplanners
• Genuine scope to influence the advice process rather than operating solely as a report writer
• A comprehensive employee benefits package

Clear opportunities for continued professional development and career progression

A high-growth and well-capitalised wealth management firm is seeking a professional, client-centric Financial Adviser to join its Arundel-based team. The firm is known for combining whole-of-market advice with modern infrastructure, robust compliance, and a strong culture of collaboration. With private equity backing and a clear growth strategy, it offers advisers an exceptional platform for long-term career development.

Work Type: Hybrid (1 day per week office/client meetings)

Salary up to £85,000, realistic bonus potential earnings £110,000

This is a rare opportunity to inherit a well-maintained client book with c.£50 million AUM, centred around West Sussex and the surrounding area. The client portfolio is being transitioned from a long-standing Adviser who is retiring and will be actively involved in the handover, ensuring a smooth and relationship-led transition.

The role combines the security of an existing income stream with the autonomy to grow through referrals, professional introducers, and business development support.

Responsibilities

• Take over an established portfolio of high-value clients (circa £50m AUM)
• Conduct in-depth financial reviews, offering tailored advice across pensions, investments, tax planning, protection, and estate planning
• Maintain high client retention through proactive servicing and relationship management
• Leverage support from a regional team of paraplanners and administrators to streamline report writing and compliance
• Identify opportunities to grow AUM through referrals and network building
• Collaborate with peers across the business to share best practice and enhance client outcomes

Requirements

• Experience as a Financial Adviser/Planner
• Level 4 Diploma qualified (with Chartered status preferred or in progress)
• Proven ability to manage and grow a portfolio of HNW clients
• Strong knowledge of financial planning strategies, and retirement income solutions
• Exceptional communication and interpersonal skills

Benefits:

• Company pension scheme
• Private medical insurance
• Income protection
• Full paraplanning and administrative support
• Annual CPD budget
• Long-Term Incentive Plan (LTIP) – potential for future equity/partnership
• Flexible, hybrid working structure

Success Metrics

• Seamless client transition and retention during the handover period
• Maintenance and growth of the £50m AUM client base
• High levels of client satisfaction and engagement
• New business generation through referrals and networking

How to Apply

Interviews are ongoing. The process includes an initial management interview via teams so you can understand the full offering

Working alongside Financial Planners and other financial services professionals, you will be involved in developing robust financial planning solutions across a broad range of client circumstances. The position offers considerable scope to apply your technical expertise, influence recommendations and help ensure that financial strategies are both appropriate and aligned with individual client objectives.

Alongside your own caseload, you will act as a source of technical guidance for colleagues, contribute to the development of less experienced team members and help drive improvements in working practices.

My client offers a collaborative working environment, a flexible hybrid arrangement and a comprehensive benefits package designed to support employees' professional development and overall wellbeing.

Key Responsibilities

As Senior Paraplanner, you will play an important role in the technical delivery of the financial planning service, with responsibilities including:

• Complex Case Management: Take responsibility for technically demanding financial planning cases involving pensions, investments, protection and wider financial planning considerations.
• Technical Guidance: Provide specialist input on challenging cases and act as a point of reference for colleagues requiring support with technical or regulatory matters.
• Financial Planning Documentation: Prepare clear, comprehensive suitability reports that explain recommendations effectively and meet relevant compliance standards.
• Research and Strategy Development: Investigate and compare financial products, investment options and planning strategies, assessing their suitability against client needs and long-term objectives.
• Critical Analysis: Evaluate proposed recommendations, identify potential risks or alternative approaches, and work collaboratively with Financial Planners to strengthen the quality of advice.
• Cashflow Modelling: Use financial planning software and cashflow projections to assess different scenarios and support informed, long-term financial decisions.
• Information and Risk Assessment: Review client fact finds, risk profiles and supporting documentation, identifying missing information, inconsistencies or areas requiring further analysis.
• Provider and Client Liaison: Work with financial product providers, clients and internal stakeholders to resolve queries, gather information and progress cases efficiently.
• New Business Processing: Prepare application paperwork and supporting documentation for new investments, policy arrangements and amendments to existing plans.
• Technical Review and Quality Control: Review complex financial planning work and reports, offering practical feedback to promote accuracy, consistency and high professional standards.
• Colleague Development: Share technical knowledge, mentor other paraplanners and help colleagues build their confidence and capability.
• Stakeholder Relationships: Establish effective working relationships with Financial Planners, offering constructive challenge and identifying opportunities to improve client recommendations.
• Process and Regulatory Improvements: Contribute to projects that enhance operational efficiency and help embed changes arising from new legislation, regulation or industry developments.

What My Client Is Looking For

To succeed in this position, you will bring substantial paraplanning experience, strong technical knowledge and the confidence to take ownership of complex cases.

The ideal candidate will have:

• Significant experience working as a Paraplanner within a financial planning or wealth management environment.
• A minimum of the CII Level 4 Diploma in Financial Planning, or an equivalent recognised qualification.
• Progress towards Chartered Financial Planner status would be advantageous.
• Strong technical knowledge spanning pensions, investments, protection and holistic financial planning.
• A proven ability to research, analyse and support complex financial planning recommendations.
• A sound understanding of FCA requirements, compliance standards and the importance of achieving positive client outcomes.
• Excellent report-writing skills and the ability to communicate technical information clearly and accurately.
• Experience using financial planning systems, cashflow modelling software and CRM platforms.
• The confidence to explain complex financial concepts to a range of audiences.
• Strong interpersonal skills and the ability to build effective relationships with clients and colleagues.
• Excellent organisation, attention to detail and the ability to manage competing priorities.
• A proactive approach to problem-solving, continuous improvement and maintaining consistently high standards.

Salary and Benefits

My client recognises the importance of attracting and retaining talented financial planning professionals and offers a broad package of financial, health, lifestyle and career benefits.

Financial Benefits

• Pension scheme: Employer and employee contributions towards a group personal pension.
• Life assurance: Cover of up to four times basic annual salary.
• Income protection: Access to group income protection following six months of service.
• Healthcare cash plan: Financial support towards eligible everyday healthcare costs, including free cover for up to four dependent children who meet the scheme's eligibility criteria, with the option to add a partner or spouse.

Health and Wellbeing

• Access to confidential counselling and emotional support for employees and their immediate families.
• Virtual GP appointments and second-opinion medical services.
• Support from trained Mental Health First Aiders.
• A cycle-to-work scheme, with eligible purchases of bikes and accessories up to £4,000.
• Discounted access to participating gyms, swimming pools and fitness studios.
• Digital health and wellbeing resources.
• Dedicated support and resources for colleagues experiencing menopause.

Holiday and Lifestyle Benefits

• The option to purchase up to five additional days of annual leave, subject to the scheme's terms.
• Family-friendly policies, including enhanced family leave arrangements, coaching and access to a parent support network.
• One paid volunteering day each year to support a local charity or community organisation.
• An electric vehicle leasing scheme for eligible employees.
• Recognition and gifts to mark significant career and family milestones.
• Wellbeing sessions covering mental, physical and financial health.

Professional Development and Employee Support

• Opportunities to develop technical expertise and progress your financial planning career.
• Access to expert-led learning sessions and development resources.
• A supportive working environment that encourages collaboration, professional growth and employee wellbeing.
• Access to a charitable support fund for eligible current and former employees experiencing financial hardship.

Benefits are subject to eligibility criteria, scheme rules and the terms applicable to the successful candidate.

Take the Next Step in Your Career

If you are an experienced Paraplanner looking for a senior technical role where you can work on complex cases, support the development of colleagues and make a meaningful contribution to the quality of financial planning advice, this opportunity could be an excellent fit.

My client offers the chance to develop your expertise within a professional, supportive environment while benefiting from hybrid working and a strong overall benefits package.

Interested in finding out more? Apply today to discuss this Senior Paraplanner opportunity in Taunton.

A well-established financial planning firm in North West London are looking for a technically strong Paraplanner to join their team. This isn’t a role where you write reports in isolation. You’ll work alongside a team of senior, highly regarded planners serving a sophisticated, high-net-worth client base. You’ll be involved in client conversations and help shape detailed, bespoke financial plans from start to finish.

If you enjoy technical complexity, want your work to be seen and valued, and are looking to keep progressing your qualifications, this is a rare opening. 

What you’ll be doing

• Working directly with the Financial Planners, and with their clients where appropriate, to understand objectives, circumstances and planning needs
• Researching and producing in-depth financial plans covering retirement, pensions, investments, tax, estate planning and intergenerational wealth transfer
• Building and interpreting cashflow models to test strategies and illustrate outcomes
• Analysing complex cases, including multiple pension arrangements, defined benefit transfers, trusts, business owner planning and tax-efficient structuring
• Producing clear, compliant suitability reports that turn technical detail into advice clients can act on
• Attending client meetings to support the planner and contribute technical insight
• Keeping up to date with legislative, regulatory and market changes, and sharing that knowledge across the team

What you’ll bring

• Proven paraplanning experience within an advice-led IFA or wealth management firm
• A strong technical grounding in pensions, investments, tax and estate planning
• Diploma-level qualified (or well progressed), with an appetite to go further towards Chartered status
• Confidence working with high-net-worth clients and complex cases
• Excellent written communication, with the ability to make technical detail clear and personal
• A meticulous, inquisitive approach. You ask “why”, not just “what”
• Experience with cashflow modelling software and research platforms is highly desirable

What’s on offer

• Close, collaborative working with experienced, high-calibre planners
• Full support with professional studies, including exam fees and study time, towards Advanced Diploma and Chartered status
• Real exposure to clients and complex planning, with no back-office isolation
• A clear development pathway for those with ambitions to progress

My client is an established and growing independent financial advisory and wealth management business, providing specialist advice and long-term financial solutions to individuals, families and businesses across the UK.

With a substantial team of financial advisers and support professionals, the business is committed to delivering high-quality, client-focused financial planning services and continues to invest in its people, processes and future growth.

An exciting opportunity has arisen for an experienced Paraplanning Manager to lead and develop a team of paraplanners, ensuring the delivery of accurate, high-quality financial planning research and reports in a timely and efficient manner.

This is an excellent opportunity for someone with strong paraplanning experience and proven leadership skills who enjoys developing people, improving processes and maintaining high standards within a fast-paced IFA environment.

The successful candidate will benefit from a competitive salary, a comprehensive benefits package and the opportunity to make a real contribution to the ongoing success of the business.

The Role

As Paraplanning Manager, you will oversee the day-to-day activities of the paraplanning team, providing leadership, guidance and technical support to ensure advisers receive a consistently high standard of service.

You will act as a key point of contact for team queries, support the training and development of new employees, and contribute to wider projects and initiatives aimed at improving operational efficiency and service delivery.

Key Responsibilities

• Team Leadership and Development: Lead, manage and develop a high-performing paraplanning team, identifying individual and collective training needs and supporting ongoing professional development.
• Workflow and Performance Management: Manage team workloads and resources effectively, ensuring service-level agreements (SLAs), turnaround times and key performance indicators are consistently achieved. Escalate issues where appropriate.
• Team Communication: Conduct regular one-to-one meetings, provide constructive feedback and contribute to the organisation and delivery of wider team meetings.
• Quality Assurance: Carry out regular quality checks on financial planning reports, research, turnaround times and compliance with established processes.
• Coaching and Support: Provide guidance, mentoring and constructive feedback to improve technical capability, accuracy and overall service standards.
• Compliance and Procedures: Ensure the team follows relevant standard operating procedures and applicable Financial Conduct Authority (FCA) regulations and requirements.
• Project Support: Participate in team and business-wide projects, ensuring agreed deadlines and deliverables are met.
• Continuous Improvement: Identify opportunities to streamline workflows, improve processes and enhance the overall effectiveness of the paraplanning function.

About You

My client is looking for an experienced paraplanning professional who combines strong technical knowledge with effective people management skills and a commitment to delivering high-quality work.

The ideal candidate will demonstrate:

• A minimum of the Diploma in Financial Planning.
• Proven experience managing, training and mentoring a team effectively.
• A strong understanding of personal financial planning, including financial planning research and report construction.
• Previous experience working within an Independent Financial Adviser (IFA) environment.
• The ability to communicate clearly and provide constructive feedback to support individual and team development.
• Excellent written and numerical skills, with a high level of accuracy and attention to detail.
• A good working knowledge of Microsoft Office applications.
• Strong organisational skills, with the ability to manage competing priorities, monitor performance and meet deadlines.

Salary and Benefits

My client offers a competitive salary alongside a comprehensive package of benefits, including:

• Hybrid and flexible working: A combination of office-based and hybrid working, alongside a competitive annual holiday allowance.
• Holiday options: The opportunity to buy or sell annual leave, an additional day off for your birthday and extra holiday entitlement for long service.
• Pension and life assurance: A contributory pension scheme and death-in-service benefit.
• Annual bonus: Eligibility for a discretionary annual bonus following completion of one year's service.
• Health and wellbeing: Access to a healthcare cashback scheme covering a range of health and wellbeing services, with benefits that may include discounted gym memberships.
• Learning and development: Tailored training and development opportunities to support your professional growth and career progression.
• Employee events: Company-wide social events, including annual summer and Christmas celebrations.
• Retail discounts and additional perks: Access to retailer discounts, cashback offers on everyday purchases and online training resources.

Take over an established client bank from a retiring adviser

This is a rare opportunity to step into an existing book of business from a retiring adviser, rather than starting from a standing start. Every client in the bank holds a minimum of £250,000 in assets, giving you an immediate, high-quality foundation of relationships, recurring work and referral potential from day one.

Our client is a respected, independent, whole-of-market financial planning firm with a strong reputation for client-centric advice. They are growing and want an experienced adviser who will look after these clients properly, deepen the relationships and use the book as a launch pad for a long-term career with the firm.

What’s on offer

• Basic salary up to £75,000
• Company car
• Bonus of 30% of business written, so your earnings grow as you develop the client bank
• An inherited client bank with a minimum of £250k AUM per client
• Full in-house support: paraplanning, administration and diary support, so you can focus on clients
• Genuinely independent, whole-of-market proposition with in-house platform and investment solutions
• Consultative marketing support and company lead generation to help you grow beyond the inherited book
• Clear long-term progression, including a buy-out route that allows you to realise the value you build
• Home-based working with access to office locations when you want them
• A culture built on ongoing learning, development and doing the right thing for clients

The role

• Taking ownership of the inherited client bank and building trusted, long-term relationships
• Conducting in-depth reviews of clients’ circumstances, existing provision and goals, and delivering clear, comprehensive financial plans
• Keeping clients and professional introducers informed of product, legislative and market changes affecting their pensions, investments and plans
• Growing the bank through referrals, introducer relationships, networking, social media and the firm’s lead generation programme
• Meeting clients face to face at home, in their business premises or in the office, with virtual meetings where they suit
• Running client events and seminars where appropriate
• Following a structured advice process and maintaining accurate management information

What you’ll need

• Diploma in Regulated Financial Planning (or FCA-approved equivalent) and current CF30 status
• Proven experience as an Independent Financial Adviser
• A client-first approach, with a polished, articulate manner
• Confidence managing and developing relationships with high-value clients, including business owners, professionals and retirees
• Comfortable using digital tools to communicate with clients

Why this role stands out

Most adviser roles ask you to build from zero. This one hands you a mature, high-value client bank, a 30% bonus on what you write and a firm that will back you to grow it into a business of real long-term value.

Take over an established client bank from a retiring adviser

This is a rare opportunity to step into an existing book of business from a retiring adviser, rather than starting from a standing start. Every client in the bank holds a minimum of £250,000 in assets, giving you an immediate, high-quality foundation of relationships, recurring work and referral potential from day one.

Our client is a respected, independent, whole-of-market financial planning firm with a strong reputation for client-centric advice. They are growing and want an experienced adviser who will look after these clients properly, deepen the relationships and use the book as a launch pad for a long-term career with the firm.

What’s on offer

• Basic salary up to £75,000
• Company car
• Bonus of 30% of business written, so your earnings grow as you develop the client bank
• An inherited client bank with a minimum of £250k AUM per client
• Full in-house support: paraplanning, administration and diary support, so you can focus on clients
• Genuinely independent, whole-of-market proposition with in-house platform and investment solutions
• Consultative marketing support and company lead generation to help you grow beyond the inherited book
• Clear long-term progression, including a buy-out route that allows you to realise the value you build
• Home-based working with access to office locations when you want them
• A culture built on ongoing learning, development and doing the right thing for clients

The role

• Taking ownership of the inherited client bank and building trusted, long-term relationships
• Conducting in-depth reviews of clients’ circumstances, existing provision and goals, and delivering clear, comprehensive financial plans
• Keeping clients and professional introducers informed of product, legislative and market changes affecting their pensions, investments and plans
• Growing the bank through referrals, introducer relationships, networking, social media and the firm’s lead generation programme
• Meeting clients face to face at home, in their business premises or in the office, with virtual meetings where they suit
• Running client events and seminars where appropriate
• Following a structured advice process and maintaining accurate management information

What you’ll need

• Diploma in Regulated Financial Planning (or FCA-approved equivalent) and current CF30 status
• Proven experience as an Independent Financial Adviser
• A client-first approach, with a polished, articulate manner
• Confidence managing and developing relationships with high-value clients, including business owners, professionals and retirees
• Comfortable using digital tools to communicate with clients
• Based within reach of Cheshire for client meetings

Why this role stands out

Most adviser roles ask you to build from zero. This one hands you a mature, high-value client bank, a 30% bonus on what you write and a firm that will back you to grow it into a business of real long-term value.

Take over an established client bank from a retiring adviser

This is a rare opportunity to step into an existing book of business from a retiring adviser, rather than starting from a standing start. Every client in the bank holds a minimum of £250,000 in assets, giving you an immediate, high-quality foundation of relationships, recurring work and referral potential from day one.

Our client is a respected, independent, whole-of-market financial planning firm with a strong reputation for client-centric advice. They are growing and want an experienced adviser who will look after these clients properly, deepen the relationships and use the book as a launch pad for a long-term career with the firm.

What’s on offer

• Basic salary up to £75,000
• Company car
• Bonus of 30% of business written, so your earnings grow as you develop the client bank
• An inherited client bank with a minimum of £250k AUM per client
• Full in-house support: paraplanning, administration and diary support, so you can focus on clients
• Genuinely independent, whole-of-market proposition with in-house platform and investment solutions
• Consultative marketing support and company lead generation to help you grow beyond the inherited book
• Clear long-term progression, including a buy-out route that allows you to realise the value you build
• Home-based working with access to office locations when you want them
• A culture built on ongoing learning, development and doing the right thing for clients

The role

• Taking ownership of the inherited client bank and building trusted, long-term relationships
• Conducting in-depth reviews of clients’ circumstances, existing provision and goals, and delivering clear, comprehensive financial plans
• Keeping clients and professional introducers informed of product, legislative and market changes affecting their pensions, investments and plans
• Growing the bank through referrals, introducer relationships, networking, social media and the firm’s lead generation programme
• Meeting clients face to face at home, in their business premises or in the office, with virtual meetings where they suit
• Running client events and seminars where appropriate
• Following a structured advice process and maintaining accurate management information

What you’ll need

• Diploma in Regulated Financial Planning (or FCA-approved equivalent) and current CF30 status
• Proven experience as an Independent Financial Adviser
• A client-first approach, with a polished, articulate manner
• Confidence managing and developing relationships with high-value clients, including business owners, professionals and retirees
• Comfortable using digital tools to communicate with clients
• Based within reach of Surrey for client meetings

Why this role stands out

Most adviser roles ask you to build from zero. This one hands you a mature, high-value client bank, a 30% bonus on what you write and a firm that will back you to grow it into a business of real long-term value.

For a confidential conversation, apply now or get in touch with Ortus PSR.

Take over an established client bank from a retiring adviser

This is a rare opportunity to step into an existing book of business from a retiring adviser, rather than starting from a standing start. Every client in the bank holds a minimum of £250,000 in assets, giving you an immediate, high-quality foundation of relationships, recurring work and referral potential from day one.

Our client is a respected, independent, whole-of-market financial planning firm with a strong reputation for client-centric advice. They are growing and want an experienced adviser who will look after these clients properly, deepen the relationships and use the book as a launch pad for a long-term career with the firm.

What’s on offer

• Basic salary up to £75,000
• Company car
• Bonus of 30% of business written, so your earnings grow as you develop the client bank
• An inherited client bank with a minimum of £250k AUM per client
• Full in-house support: paraplanning, administration and diary support, so you can focus on clients
• Genuinely independent, whole-of-market proposition with in-house platform and investment solutions
• Consultative marketing support and company lead generation to help you grow beyond the inherited book
• Clear long-term progression, including a buy-out route that allows you to realise the value you build
• Home-based working with access to office locations when you want them
• A culture built on ongoing learning, development and doing the right thing for clients

The role

• Taking ownership of the inherited client bank and building trusted, long-term relationships
• Conducting in-depth reviews of clients’ circumstances, existing provision and goals, and delivering clear, comprehensive financial plans
• Keeping clients and professional introducers informed of product, legislative and market changes affecting their pensions, investments and plans
• Growing the bank through referrals, introducer relationships, networking, social media and the firm’s lead generation programme
• Meeting clients face to face at home, in their business premises or in the office, with virtual meetings where they suit
• Running client events and seminars where appropriate
• Following a structured advice process and maintaining accurate management information

What you’ll need

• Diploma in Regulated Financial Planning (or FCA-approved equivalent) and current CF30 status
• Proven experience as an Independent Financial Adviser
• A client-first approach, with a polished, articulate manner
• Confidence managing and developing relationships with high-value clients, including business owners, professionals and retirees
• Comfortable using digital tools to communicate with clients
• Based within reach of Surrey for client meetings

Why this role stands out

Most adviser roles ask you to build from zero. This one hands you a mature, high-value client bank, a 30% bonus on what you write and a firm that will back you to grow it into a business of real long-term value.

For a confidential conversation, apply now or get in touch with Ortus PSR.

We’re partnering with a well-established financial planning firm in North West London. They’re looking for an organised, proactive IFA Administrator to support their paraplanning team and planners. The firm advises a sophisticated, high-net-worth client base. Your work will keep cases moving smoothly from first meeting through to implementation.

The firm uses the latest AI tools across its processes. They take on the repetitive, time-consuming tasks, so you can focus on accuracy, client service and getting things right for clients. If you want to work in a modern, forward-thinking advice business and build a career in financial services, this is a great place to do it.

What you’ll be doing

• Supporting the Paraplanners and Financial Planners with the day-to-day administration of client cases
• Gathering client information, including letters of authority, policy data and provider information, and chasing outstanding items
• Preparing case files and research packs so the Paraplanners have what they need to build detailed financial plans
• Using AI-assisted tools to collate data, draft documents and speed up routine processing
• Processing new business applications, transfers and investment instructions through to completion
• Keeping the back-office system accurate and up to date
• Liaising with providers, platforms and clients by phone and email
• Supporting annual reviews by preparing valuations, review packs and meeting documentation
• Making sure all files meet compliance requirements

What you’ll bring

• Administration experience within an IFA, wealth management or financial services firm (preferred but not essential for the right person)
• Strong attention to detail and a well-organised approach to managing multiple cases
• Confident, professional communication with clients, providers and colleagues
• Comfort with technology and a willingness to embrace new AI-driven tools and ways of working
• A proactive mindset. You spot what needs doing before being asked
• An interest in financial planning, with an eye on progressing your career

What’s on offer

• A modern working environment where AI and technology remove the admin burden from the admin role
• Close working with experienced Paraplanners and Planners, with real exposure to how complex financial plans come together
• Support with professional qualifications for those looking to progress towards paraplanning
• A friendly, collaborative team within a respected, client-focused firm

Join one of the UK’s most respected Wealth Management firms—renowned for delivering bespoke financial planning to high-net-worth and mass affluent individuals and families. This is your opportunity to become part of a forward-thinking, values-driven team that is shaping the future of financial advice.

Salary: Up to £68,000 DOE + Bonus + Comprehensive Benefits

With a modern hybrid working policy, a commitment to professional development, and the chance to work alongside some of the UK’s top Financial Advisers, this is the ideal next step for an experienced Paraplanner with supervisory experience ready to lead and grow.

As Paraplanning Manager, you’ll lead a high-performing paraplanning team supporting Financial Planners in delivering exceptional client outcomes. You’ll be pivotal in driving quality, consistency, and operational efficiency across the paraplanning function—while also mentoring junior team members and shaping best practices.

This role offers:

• Clear career progression into senior leadership
• Collaboration with Chartered and Certified Financial Planners
• Involvement in shaping strategic planning and compliance
• Hybrid flexibility and a genuinely supportive team culture

Responsibilities

• Manage and develop a team of paraplanners, ensuring a high standard of output
• Oversee workflow, capacity planning, and team performance metrics
• Ensure suitability reports and research meet compliance and regulatory standards
• Collaborate closely with Financial Advisers to support complex client cases
• Lead on recruitment, training, and development within the paraplanning team
• Act as a key point of contact for technical queries and policy implementation
• Contribute to continuous improvement in operational efficiency and client experience

Requirements

• Diploma Level 4 Qualified (Level 6/Chartered desirable)
• Proven experience as a Senior Paraplanner or Paraplanning Manager
• Deep understanding of FCA regulatory requirements and suitability report writing
• Skilled in managing and mentoring high-performing teams
• Exceptional communication, organisational, and analytical skills
• Experience using financial planning software (e.g., Intelligent Office, Voyant, FE Analytics)

Benefits

• Hybrid working (3 days per week in office)
• Funded qualifications & CPD support
• Collaborative, values-led culture
• Clear pathways for progression into senior leadership
• Private healthcare, pension scheme, and life assurance
• Regular team events and well-being initiatives

This opportunity is designed for experienced employed Financial Advisers who want to transition into owning their own Ltd company — with backing, structure, and a safer route than going it alone.

Advisers operate as director-owners of their own businesses, supported by the firms established infrastructure covering regulation, compliance, technology, and operational support. This allows advisers to focus on clients, planning, and growth, while building genuine long-term value.

Proven adviser success

One adviser joined the framework 38 months ago after leaving an employed role. Today, their business generates £700,000+ per year in recurring fees, employs three staff, and operates as a profitable, scalable firm with a clear long-term exit path.

Why advisers choose this model

• Business funding (not personal debt) to support the transition
• A reasonable living wage during the early years up to £100,000
• FCA permissions, compliance oversight, and PI insurance
• White-labelled CRM, planning tools, and client portal
• Marketing, paraplanning, and practice-management support
• Real business ownership with equity and exit value

Who this suits

This is best suited to advisers who are technically strong, commercially minded, and motivated to build a business rather than remain employed long-term.

This opportunity is designed for experienced employed Financial Advisers who want to transition into owning their own Ltd company — with backing, structure, and a safer route than going it alone.

Advisers operate as director-owners of their own businesses, supported by the firms established infrastructure covering regulation, compliance, technology, and operational support. This allows advisers to focus on clients, planning, and growth, while building genuine long-term value.

Proven adviser success

One adviser joined the framework 38 months ago after leaving an employed role. Today, their business generates £700,000+ per year in recurring fees, employs three staff, and operates as a profitable, scalable firm with a clear long-term exit path.

Why advisers choose this model

• Business funding (not personal debt) to support the transition
• A reasonable living wage during the early years up to £100,000
• FCA permissions, compliance oversight, and PI insurance
• White-labelled CRM, planning tools, and client portal
• Marketing, paraplanning, and practice-management support
• Real business ownership with equity and exit value

Who this suits

This is best suited to advisers who are technically strong, commercially minded, and motivated to build a business rather than remain employed long-term.

This opportunity is designed for experienced employed Financial Advisers who want to transition into owning their own Ltd company — with backing, structure, and a safer route than going it alone.

Advisers operate as director-owners of their own businesses, supported by the firms established infrastructure covering regulation, compliance, technology, and operational support. This allows advisers to focus on clients, planning, and growth, while building genuine long-term value.

Proven adviser success

One adviser joined the framework 38 months ago after leaving an employed role. Today, their business generates £700,000+ per year in recurring fees, employs three staff, and operates as a profitable, scalable firm with a clear long-term exit path.

Why advisers choose this model

• Business funding (not personal debt) to support the transition
• A reasonable living wage during the early years up to £100,000
• FCA permissions, compliance oversight, and PI insurance
• White-labelled CRM, planning tools, and client portal
• Marketing, paraplanning, and practice-management support
• Real business ownership with equity and exit value

Who this suits

This is best suited to advisers who are technically strong, commercially minded, and motivated to build a business rather than remain employed long-term.

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

Are you a qualified Paraplanner ready to elevate your career by working one-on-one with a Chartered Financial Adviser on high-value, technically complex portfolios? This is your opportunity to become a key player in a boutique, high-performing firm serving discerning high-net-worth (HNW) clients in London. We’re a Chartered Financial Planning firm known for personalised, holistic wealth strategies—not volume-driven advice.

Responsibilities

In this role, your technical acumen will directly shape the outcomes of affluent professionals and business owners. Key responsibilities include:

• Crafting bespoke financial planning reports and suitability letters

• Conducting in-depth technical research across pensions, tax planning, IHT, investments, and protection

• Building detailed lifetime cashflow modelling (e.g., Voyant or CashCalc)

• Attending client meetings alongside a Chartered Adviser to offer real-time support

• Ensuring regulatory compliance and excellence in documentation (FCA standards)

• Playing an integral role in complex strategy formulation for HNW clients

Requirements

We’re looking for an experienced, motivated professional who thrives in an intellectually stimulating and detail-oriented environment.

Essential:

• Level 4 Diploma in Regulated Financial Planning (CII or equivalent)

• Proven experience in a Paraplanner role supporting Financial Advisers

• Exposure to high-net-worth or complex financial planning environments

• Strong technical knowledge across pensions, ISAs, IHT, trusts, and tax-efficient investing

• Advanced report writing and analytical skills

• Comfortable working in a hybrid environment (3 days in-office, 2 from home)

Desirable:

• Working towards Chartered Financial Planner status

• Experience using financial planning tools (e.g., Voyant, FE Analytics, Intelligent Office)

Benefits

Your expertise will be rewarded with a generous and thoughtful benefits package that reflects the high-value nature of the work:

• Competitive base salary: up to £60,000 (DOE)

• 25 days annual leave plus bank holidays

• Company pension with National Insurance advantage (4%)

• Death in service cover (up to £200,000)

• Private medical cover (CashPlan scheme)

• Full study support toward Chartered or further professional qualifications

• Hybrid working model to support your work-life balance

Location & Work Type

• Hybrid: 3 days in our Marlow office, 2 days remote working

• Client base: London-based professionals and executives

• Full-time | Permanent

How to Apply

If you’re a proactive Paraplanner ready to move beyond routine into a role that combines complexity, collaboration, and career development – apply today. Your next step could be the one that defines your career.

Location: Edgbaston | Salary: Up to £35,000 DOE | Hybrid: 2 days from home, 3 in office

Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility — supporting financial advisers and planners while coaching and developing more junior administrators.

The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products — investments, pensions, transfers, protection and mortgages — and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team.

This is a senior seat rather than a sideways step — the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group.

The role

Reporting to the Client Service Managers and advisers, the successful candidate will:

• Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform
• Ensure all compliance documents are in place before submission, in line with the firm's New Business Process
• Prepare valuation reports, review packs and Post Review Summary reports for client meetings
• Run Risk Profiler and FE Analytics fund switch reports, processing switches 
• Handle withdrawal instructions, client queries and back-office record accuracy
• Coach colleagues, deliver training and help the wider team prioritise workload

About the candidate

The ideal applicant will have:

• Experience as an administrator within an IFA or wealth management firm
• With confidence across multiple products and platforms
• A natural ability to support junior staff through coaching and training
• Strong product knowledge and a clear grasp of conduct rules and compliance requirements
• Exceptional attention to detail, strong organisation, and composure under competing deadlines

Salary and benefits

• Salary up to £35,000 depending on experience
• Pension: 3% employer contribution with salary sacrifice
• 23 days holiday plus bank holidays, rising to 25 with service
• Group life cover at 4x salary, income protection and company sick pay (post-probation)
• Employee Assistance Programme and financial wellbeing support
• Hybrid working: up to 2 days from home each week

Location: Warwick  | Salary: Up to £35,000 DOE | Hybrid: 2 days from home, 3 in office

Our client, a well-established independent financial planning firm, is seeking an experienced Senior IFA Administrator to join their growing Midlands team. This is a senior Client Services role for an administrator ready to take on real responsibility — supporting financial advisers and planners while coaching and developing more junior administrators.

The firm is genuinely independent (non-restricted), so the successful candidate will work across a full range of products — investments, pensions, transfers, protection and mortgages — and multiple provider platforms including Quilter, Standard Life, Transact, Aviva, Fidelity and Elevate. The variety keeps the work interesting and skills sharp. As part of a larger, well-resourced national group, the firm also offers genuine stability and career progression alongside a close, well-regarded local team.

This is a senior seat rather than a sideways step — the successful candidate will own the complex work and help raise the standard across the team. The firm is values-led, collaborative and committed to developing its people, offering the rare combination of a supportive local culture with the backing of a national group.

The role

Reporting to the Client Service Managers and advisers, the successful candidate will:

• Process new business following adviser handover, obtaining LOAs and illustrations and submitting to providers via platform
• Ensure all compliance documents are in place before submission, in line with the firm's New Business Process
• Prepare valuation reports, review packs and Post Review Summary reports for client meetings
• Run Risk Profiler and FE Analytics fund switch reports, processing switches 
• Handle withdrawal instructions, client queries and back-office record accuracy
• Coach colleagues, deliver training and help the wider team prioritise workload

About the candidate

The ideal applicant will have:

• Experience as an administrator within an IFA or wealth management firm
• With confidence across multiple products and platforms
• A natural ability to support junior staff through coaching and training
• Strong product knowledge and a clear grasp of conduct rules and compliance requirements
• Exceptional attention to detail, strong organisation, and composure under competing deadlines

Salary and benefits

• Salary up to £35,000 depending on experience
• Pension: 3% employer contribution with salary sacrifice
• 23 days holiday plus bank holidays, rising to 25 with service
• Group life cover at 4x salary, income protection and company sick pay (post-probation)
• Employee Assistance Programme and financial wellbeing support
• Hybrid working: up to 2 days from home each week

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.

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.

employed | Home/remote-based with office access

Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice?

Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA.

You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best.

This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings.

The Role

• Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes
• Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans
• Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme
• Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business
• Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team
• Arrange meetings with corporate and individual clients — in-office, at clients' homes or business premises, or virtually via Microsoft Teams
• Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas
• Deliver accurate management information as required

What We're Looking For

• Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations
• A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients
• Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways
• A track record of attracting new clients and growing a client bank through relationships 

What's On Offer

• Support to build your client base and future practice value
• End-to-end, in-house client journey support — full DIS, admin and paraplanning
• A client-centric proposition and trusted brand reputation, with a strong learning and development culture
• An in-house investment platform for efficient, cost-effective client solutions
• Consultative marketing support
• Access to Lead geenraiton tools 
• Market-leading back-office and point-of-sale technology
• Full administration support

employed | Home/remote-based with office access

Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice?

Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA.

You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best.

This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings.

The Role

• Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes
• Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans
• Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme
• Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business
• Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team
• Arrange meetings with corporate and individual clients — in-office, at clients' homes or business premises, or virtually via Microsoft Teams
• Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas
• Deliver accurate management information as required

What We're Looking For

• Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations
• A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients
• Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways
• A track record of attracting new clients and growing a client bank through relationships 

What's On Offer

• Support to build your client base and future practice value
• End-to-end, in-house client journey support — full DIS, admin and paraplanning
• A client-centric proposition and trusted brand reputation, with a strong learning and development culture
• An in-house investment platform for efficient, cost-effective client solutions
• Consultative marketing support
• Access to Lead geenraiton tools 
• Market-leading back-office and point-of-sale technology
• Full administration support

employed | Home/remote-based with office access

Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice?

Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA.

You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best.

This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings.

The Role

• Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes
• Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans
• Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme
• Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business
• Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team
• Arrange meetings with corporate and individual clients — in-office, at clients' homes or business premises, or virtually via Microsoft Teams
• Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas
• Deliver accurate management information as required

What We're Looking For

• Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations
• A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients
• Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways
• A track record of attracting new clients and growing a client bank through relationships 

What's On Offer

• Support to build your client base and future practice value
• End-to-end, in-house client journey support — full DIS, admin and paraplanning
• A client-centric proposition and trusted brand reputation, with a strong learning and development culture
• An in-house investment platform for efficient, cost-effective client solutions
• Consultative marketing support
• Access to Lead geenraiton tools 
• Market-leading back-office and point-of-sale technology
• Full administration support

employed | Home/remote-based with office access

Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice?

Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA.

You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best.

This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings.

The Role

• Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes
• Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans
• Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme
• Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business
• Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team
• Arrange meetings with corporate and individual clients — in-office, at clients' homes or business premises, or virtually via Microsoft Teams
• Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas
• Deliver accurate management information as required

What We're Looking For

• Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations
• A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients
• Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways
• A track record of attracting new clients and growing a client bank through relationships 

What's On Offer

• Support to build your client base and future practice value
• End-to-end, in-house client journey support — full DIS, admin and paraplanning
• A client-centric proposition and trusted brand reputation, with a strong learning and development culture
• An in-house investment platform for efficient, cost-effective client solutions
• Consultative marketing support
• Access to Lead geenraiton tools 
• Market-leading back-office and point-of-sale technology
• Full administration support

employed | Home/remote-based with office access

Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice?

Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA.

You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best.

This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings.

The Role

• Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes
• Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans
• Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme
• Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business
• Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team
• Arrange meetings with corporate and individual clients — in-office, at clients' homes or business premises, or virtually via Microsoft Teams
• Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas
• Deliver accurate management information as required

What We're Looking For

• Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations
• A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients
• Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways
• A track record of attracting new clients and growing a client bank through relationships 

What's On Offer

• Support to build your client base and future practice value
• End-to-end, in-house client journey support — full DIS, admin and paraplanning
• A client-centric proposition and trusted brand reputation, with a strong learning and development culture
• An in-house investment platform for efficient, cost-effective client solutions
• Consultative marketing support
• Access to Lead geenraiton tools 
• Market-leading back-office and point-of-sale technology
• Full administration support

employed | Home/remote-based with office access

Are you an experienced Independent Financial Adviser looking for the backing to build a genuinely long-term client bank, without the overheads of running your own practice?

Our client is a progressive, client-focused, financial planning-led wealth management firm with over 30 years in the industry and a nationwide network of 200+ accredited advisers. As they continue to grow, they're looking for an experienced adviser to join them in Launceston, Cornwall, as a self-employed or employed IFA.

You'll take ownership of your clients' current and future financial goals, building clear, easy-to-understand strategies that guide them towards financial independence, backed by full in-house support so you can focus on what you do best.

This is a home-based/remote role with access to office locations if preferred, and an expectation to attend face-to-face client meetings.

The Role

• Follow a structured six-stage advice process to build long-term client relationships and deliver excellent outcomes
• Review and respond to clients' changing needs and circumstances, keeping introducers and clients informed of new products or legislative changes affecting their pensions, savings, investments and financial plans
• Acquire and develop new business from new and existing clients and professional introducers, through personal business planning, referrals and the company's lead generation programme
• Make full use of marketing opportunities, including social media and networking with introducers and other professionals, to develop new business
• Build and maintain strong client and introducer relationships through meetings, seminars and ongoing feedback to the team
• Arrange meetings with corporate and individual clients — in-office, at clients' homes or business premises, or virtually via Microsoft Teams
• Conduct in-depth reviews of clients' financial circumstances, current provision and future objectives, researching and preparing financial planning reports tailored to individual client needs across all advice areas
• Deliver accurate management information as required

What We're Looking For

• Diploma in Regulated Financial Planning (or FCA-approved equivalent), and able to maintain CF30 status in line with FCA regulations
• A clear, client-centric approach, with a well-presented and articulate manner and a genuine commitment to doing right by clients
• Excellent interpersonal skills, approachability and professionalism, comfortable using digital tools to communicate with clients in new and virtual ways
• A track record of attracting new clients and growing a client bank through relationships 

What's On Offer

• Support to build your client base and future practice value
• End-to-end, in-house client journey support — full DIS, admin and paraplanning
• A client-centric proposition and trusted brand reputation, with a strong learning and development culture
• An in-house investment platform for efficient, cost-effective client solutions
• Consultative marketing support
• Access to Lead geenraiton tools 
• Market-leading back-office and point-of-sale technology
• Full administration support

Salary: Up to £100,000 base (DOE) + .42% bonus on new AUM + 10% discretionary annual bonus + share options

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

We are working with an independent manager-owned boutique wealth management firm based in the City of London to recruit an experienced Financial Adviser or Wealth Manager on a permanent, hybrid basis.

This is a rare opening at a firm that combines the personalised service of a boutique with the full infrastructure of a larger organisation — in-house discretionary investment management, dedicated paraplanners, compliance professionals, marketing support, and warm inbound leads. You will advise high-net-worth individuals and families on complex financial needs across investments, pensions, tax, and estate planning, with a client AUM profile typically ranging from £500k to £10m+.

This role would suit an Adviser who thrives on developing client relationships and has a proven approach to new business acquisition, but is seeking the backing of a forward-thinking firm. You’ll receive full financial support, backed by a strong operational infrastructure, giving you the platform to accelerate your growth and maximise your potential.

You will have a portfolio of £20 Million AUM to develop as well as spend om lead sources of up to £60,000. 

COMPENSATION AND BENEFITS

- Base salary up to £130,000 depending on experience

- .42% bonus on new AUM introduced (threshold of £625,000 a quarter) — example: onboard £10m AUM and earn approximately £31,500 bonus

- Up to10% discretionary annual bonus

- Share option scheme — equity participation for long-term wealth creation

- Hybrid working — 2 days per week in a modern City of London office

- Warm inbound referrals and digital marketing support provided

- Top-quartile investment portfolios managed by an in-house investment team

- Full paraplanning and compliance support

WHAT YOU WILL BE DOING

• Advising HNW clients across a broad range of financial matters including investments, pensions, tax planning, and estate planning
• Building strong, trust-based client relationships and conducting regular portfolio and financial plan reviews
• Developing new business through referrals, professional networking, and strategic partnerships
• Collaborating with paraplanners, investment analysts, and the compliance team
• Operating in a consultative, client-first manner — no hard sales or product-pushing culture

Required:

- Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) — essential

- Solid experience delivering holistic financial advice to HNW clients with complex needs

- Proven ability to build and retain client relationships and grow AUM

- Confident in new client acquisition through referrals and professional networks

- Entrepreneurial mindset balanced with appreciation for structure and support

Desirable:

- Experience advising clients in the £500k–£10m+ AUM range

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

Competitive salary of up to £110,000, dependent on experience.

Flexible working arrangements to support a healthy work-life balance.

Access to cutting-edge tools and resources to enhance client outcomes.

Why This Opportunity Stands Out:

• Established Client Base: Step into a ready-made portfolio of high-net-worth clients who value expert guidance and long-term partnership.
• Technical Excellence: Join a firm renowned for its meticulous approach to financial planning, where quality advice and compliance excellence are paramount.
• Professional Development: Thrive in a collaborative culture that supports growth through continuous learning and encourages innovation in wealth management strategies.
• Central London Location: Work in a prime London location, combining prestigious surroundings with excellent transport links.

The Role:

• This is a key role for a technically adept Financial Planner who thrives on delivering high-quality, compliant advice. Responsibilities include:
• Managing and nurturing relationships with an established portfolio of clients, ensuring their financial planning needs are met with precision and care.
• Crafting bespoke financial plans tailored to clients' individual goals and circumstances, covering pensions, investments, and estate planning.
• Keeping up to date with the latest regulatory changes and financial planning strategies to provide the best advice possible.
• Collaborating with an experienced support team to ensure seamless service delivery.

Who You Are:

• A Level 4 Diploma-qualified Financial Planner, ideally working towards Chartered status.
• Strong technical expertise in pensions, investments, and tax-efficient planning.
• Exceptional communication and relationship management skills, with a genuine passion for client care.
• Analytical and detail-oriented, with the ability to distill complex information into clear, actionable advice.

If you’re ready to advance your career in a firm where technical excellence and client-centric values are at the heart of everything they do, we’d love to hear from you.

Apply today to explore this exciting opportunity!

We're recruiting a Growth Adviser for a boutique independent wealth management firm that's backing ambitious planners. This isn't about hitting targets for someone else — it's about building a client base and keeping the upside.

Salary: £85,000–£95,000 Bonus: 0.42% of AUM brought through the door quarterly (holistic financial planning), we are seeing Adviser in the firm take bonuses of circa £45,000 1st year, 2 days in the office. 

What You're Working With

Ongoing adviser fee model (no initial fees to clients — genuine advice-focused)

Full paraplanning and admin support

Client target range: £500k–£5m typical (with scale to £10m+ AUM supported)

Access to whole of market with in-house investment directors

Share option scheme in place

Business Development — Properly Backed

Dedicated marketing manager — strategy, execution, oversight

Social media management — content, posting, engagement (handled)

 Lead generation support — targeted campaigns, data, outreach

Campaign budget tailored to you — events, connections, digital, content — you choose where to invest

 Systems and tools — the infrastructure to scale without admin overhead

Why This Works

This is proper backing. You get:

A whole business development team behind you — marketing manager, social media, lead generation, campaign execution. You focus on planning and client relationships; they handle the noise.

A real budget to work with — you choose where to invest (events, digital, content, connections). Money's there. You just decide the strategy.

Paraplanning and admin — so your time goes to clients and growth, not paperwork.

Your diary is yours — you control your schedule, your time, your practice. The team want advisers who are self-directed and want tools, not management. They're giving you the infrastructure; you run the show.

The bonus structure rewards growth — 0.42% of AUM you bring through the door, quarterly. You're incentivised to bring quality clients through holistic planning, not churn.

You're building a practice, not starting from scratch. And you've got a team doing the heavy lifting on business development.

Who We're Looking For

Qualified Financial Advisers who:

Want control over their own business, practice, and diary

Are self-directed and ready to build in an independent boutique environment

Don't need managing — just need proper tools and backing

Understand the value of proper paraplanning and planning infrastructure

Can balance servicing existing clients with new business development

Location: Enderby, Leicester (free parking, hybrid working after initial training) Salary: £28,000–£33,000 depending on qualifications and experience, plus discretionary bonus Type: Full-time, permanent

Own your own client portfolio at one of the UK's best firms to work for

This is a Client Manager role with a difference. Rather than sitting in a processing queue, you'll be the named internal owner of your own portfolio of high-net-worth clients — the person they call, the person who knows their situation, and the person who makes things happen behind the scenes for the Financial Planners and Investment Managers you support.

Our client is a Chartered pensions and investment firm, established for over 40 years, looking after more than £1.1bn of client assets from a single Leicestershire office. In 2026 they were named one of the best financial advice firms to work for — for the fourth time — an award based partly on anonymous employee feedback. Progression is genuinely supported, including the potential for future equity ownership for the right people over time.

What you'll be doing

• Acting as the key internal point of contact for your own portfolio of individual, corporate, trust and charity clients
• Preparing, collating and issuing meeting packs for annual reviews, including performance analysis and recommendations prepared with the Paraplanning and Investment teams
• Processing transfers, contributions, withdrawals and investment changes across pension and investment products, accurately and to deadline
• Issuing meeting notes and driving action points through to completion using task management in Intelliflo
• Liaising daily with Financial Planners, Paraplanners, in-house SIPP and SSAS teams, and third-party platforms including Pershing, Quilter and Aviva
• Maintaining accurate client records across Intelliflo, Virtual Cabinet, Moneyinfo and provider systems
• Communicating with clients and professional connections (accountants, solicitors) by phone, email, letter and secure portal
• Handling client invoicing and fee processing, plus bespoke documents and calculations as needed

What you'll need

Essential:

• Experience in a financial services administration role
• Good technical knowledge of pensions and investments and their use in financial planning
• Confident communication with clients, providers and professional connections
• Strong record-keeping, time management and the judgement to work within your authority and refer when appropriate

What's on offer

• £28,000–£33,000 salary plus discretionary bonus
• Pension with 5% employer contribution, rising with service, with salary sacrifice available
• 24 days' holiday plus bank holidays, rising with service
• 4x salary life assurance and a Health Cash Plan
• Hybrid working following initial training, and free on-site parking
• Chartered firm culture with funded exam support and a clear development path

Working pattern: Hybrid working 3 days in the office and 2 from home 

We are working with a highly regarded, Chartered, independently owned financial planning firm based in Leicester to recruit an experienced Paraplanner. The firm has been advising high-net-worth private clients and 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)
• 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

Location: Derby, Derbyshire

Salary: Up to £70,000 basic, with earning potential of circa £90,000 + share options

If you're an adviser with a few years under your belt and you want more than a job, this is worth a conversation.

We're working with a well-established, owner-managed, independent Chartered financial planning firm based in Derby. A senior adviser is stepping back from the practice and their portfolio is being shared between a new generation of advisers. The firm has a clear long-term plan: grow the advisory team over the next four to five years and give that team the opportunity to buy the senior partners out of the business at a discounted rate.

This role is designed for an adviser who wants to develop, grow a client base and be part of that next generation from the start.

Why this role?

• Clients from day one. You'll take on an allocated share of established clients, each with a minimum of £250,000 under advice, through a structured handover from a senior adviser.
• Room to build your own book. You'll have the capacity and backing to take on new clients and grow your portfolio year on year.
• Equity early in your career. Share options are available, with the opportunity to buy shares at a discounted rate.
• A defined route to ownership. The firm's stated aim is for its advisory team to buy out the senior partners, at a discount, over the next four to five years.
• Strong earning potential. A basic salary of up to £70,000, with realistic total earnings of circa £90,000.
• Development that's taken seriously. A structured Training & Competence framework, supervision and case reviews, and support for your professional development, including working towards Chartered status.
• Truly independent, whole of market. No restricted panel and no in-house funds. You recommend what is right for each client.
• Owner-managed, not corporate. Work alongside and learn from experienced advisers and the decision-makers, with no consolidator targets.

What you'll be doing

• Taking on and developing an allocated portfolio of established private clients as part of a structured handover
• Delivering holistic financial planning across retirement and pensions, investments and tax-aware planning
• Conducting client meetings and ongoing reviews, and building long-term relationships
• Spotting additional planning opportunities within your client bank, always with good client outcomes first
• Winning new clients through referrals, professional introducers, networking and your own connections
• Producing high-quality suitability documentation and keeping accurate, compliant client records
• Working closely with the senior advisers and wider team as the business grows

What you'll bring

• An appropriate FCA-recognised qualification (Level 4 Diploma or equivalent) and a current Statement of Professional Standing
• Experience as a Financial Adviser, ideally with at least two years advising your own clients
• Sound technical knowledge across retirement planning and investments, and a willingness to take on more complex cases
• Strong communication skills and the ability to explain technical matters clearly
• Commercial drive and the confidence to build new client relationships
• High standards of compliance, file quality and professional conduct
• Ambition to progress, work towards Chartered status and become a future owner of the business

All new advisers complete the firm's Training & Competence sign-off before advising independently, with supervision and support throughout.

Location: Derby, Derbyshire

Salary: Up to £80,000 basic, with earning potential of circa £100,000 + share options, hybrid working 

Take over an established client bank from a retiring senior adviser, grow it as your own, and buy into the business on preferential terms.

Most adviser roles offer a salary and a client list. This one offers a future stake in the firm.

We're working with a well-established, owner-managed, independent Chartered financial planning firm based in Derby. One of the senior advisers is stepping back from the practice and their portfolio is being divided between a new generation of advisers. The firm has a clear long-term plan: grow the advisory team over the next four to five years and give that team the opportunity to buy the senior partners out of the business at a discounted rate.

This is a genuine succession role for an adviser who wants to build something, not just service a book.

Why this role?

• An established client bank from day one. You'll take on circa 80 clients, each with a minimum of £250,000 under advice, handed over from a senior adviser who is stepping back.
• Real room to grow. The existing relationships have strong untapped planning opportunities, and you'll have the capacity and backing to take on new clients and build the portfolio further.
• Equity, not just earnings. Share options are available, with the opportunity to buy shares at a discounted rate.
• A defined route to ownership. The firm's stated aim is for the advisory team to buy out the senior partners, at a discount, over the next four to five years.
• Strong earning potential. A basic salary of up to £80,000, with realistic total earnings of circa £100,000.
• Truly independent, whole of market. No restricted panel and no in-house funds. You recommend what is right for each client.
• Chartered standards and proper support. A structured Training & Competence framework, Investment Committee oversight and administration support, in a firm that takes quality and Consumer Duty seriously.
• Owner-managed, not corporate. Direct access to the decision-makers, with no consolidator targets or layers of management.

What you'll be doing

• Taking over and developing a portfolio of circa 80 established clients as part of a structured handover
• Delivering holistic financial planning across retirement and pensions, investments and tax-aware planning
• Conducting client meetings and ongoing reviews, and building long-term relationships with private and HNW clients
• Identifying additional planning opportunities within the existing client bank, always with good client outcomes first
• Winning new clients through referrals, professional introducers, networking and your own connections
• Producing high-quality suitability documentation and keeping accurate, compliant client records
• Contributing to the wider business as it grows towards the next generation of ownership

What you'll bring

• An appropriate FCA-recognised qualification (Level 4 Diploma or equivalent) and a current Statement of Professional Standing
• A proven track record as a Financial Adviser with a strong client-facing record
• Solid technical knowledge across retirement planning, investments and tax-aware planning, ideally including complex or HNW cases
• Commercial ability: you can build a sustainable pipeline of quality clients, not simply inherit a book
• High standards of compliance, file quality and professional conduct
• The ambition to become a future owner of the business

Leicester hybrid working available

Salary: up to £35,000

Bonus: Discretionary annual bonus based on performance

A leading Chartered Wealth Management and Financial Planning firm is seeking an experienced Pensions Administrator (SIPP Accounts Executive) to join its highly regarded pensions team. This role is ideal for a detail-oriented professional with a strong understanding of SIPPs who is passionate about delivering first-class client service.

The environment supports career progression, professional development, and personal growth—backed by Chartered Status and a culture of trust and empowerment.

The successful candidate will act as the primary administrative contact for a portfolio of SIPP clients, supporting financial planners and liaising with solicitors, accountants, and other professionals to ensure smooth and compliant service delivery.

Benefits include:

• Hybrid working scheme 
• 24 days holiday (increasing with service)
• 4x salary life assurance
• Employer pension contributions starting at 5%, increasing with tenure
• Health Cash Plan Scheme
• Free on-site parking
• Work form home 2 days a week and 3 from the office 

Key Responsibilities:

• Set up and administer SIPP arrangements, including contributions and transfers
• Prepare and review retirement benefit illustrations, drawdown schedules, and cancellation notices
• Support pension property transactions, including funding and borrowing arrangements
• Maintain accurate records across all systems and ensure timely FCA reporting
• Process death benefit and illness claims in line with internal and regulatory standards
• Liaise with clients, financial planners, paraplanners, and professional third parties

Essential:

• Solid knowledge of SIPP structures, pension legislation, and financial planning principles
• Strong communication and interpersonal skills
• Proficient with industry software such as Intelliflo, Excel, and document management systems

Ready to Take the Next Step?

This is a fantastic opportunity for a pensions professional to join a forward-thinking, client-focused firm offering genuine career development, hybrid working, and a positive, supportive culture.

Apply now to advance your pensions career in a dynamic and trusted environment.

Liverpool | Hybrid working | £40,000–£45,000

We are recruiting on behalf of an established independent financial planning firm seeking an experienced Paraplanner to join its Liverpool team.

This is an excellent opportunity for a technically capable paraplanner who wants to work on varied and often complex planning cases while benefiting from hybrid working and a genuine nine-day fortnight—with an additional paid day off every two weeks.

The role

Working closely with the firm’s financial advisers, you will provide high-quality technical support across pensions, investments, protection, bonds, trusts and inheritance tax planning.

Your responsibilities will include:

• Preparing clear, accurate suitability reports and financial planning recommendations

• Conducting technical research and comparing suitable products and solutions

• Supporting complex pension, investment and inheritance tax planning cases

• Reviewing client objectives and ensuring recommendations are appropriate

• Maintaining complete and accurate client files

• Ensuring all work meets FCA regulations, Consumer Duty requirements and internal compliance standards

• Communicating effectively with advisers to progress cases efficiently

• Supporting the wider team in delivering a consistently high standard of client service

What we’re looking for

• At least three years’ paraplanning experience within a UK IFA or financial planning firm

• Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification

• Applications may also be considered from experienced candidates who are close to achieving Level 4

• Broad technical knowledge across pensions, investments, protection, bonds and trusts

• A strong understanding of inheritance tax planning

• Experience with AIM portfolios, Business Relief solutions or other complex IHT planning would be advantageous

• Sound knowledge of FCA regulations and Consumer Duty

• Strong written communication and report-writing skills

• Excellent attention to detail and the ability to manage competing deadlines

• Confidence using financial planning software and Microsoft Office

Salary and benefits

• Salary of £40,000–£45,000

• Hybrid working

• Nine-day working fortnight, providing one additional paid day off every two weeks without increasing daily hours or affecting salary or holiday entitlement

• 25 days’ annual leave

• Birthday off

• Bank holidays

• Additional paid leave during the Christmas shutdown

• Discretionary performance bonus

• 5% employer pension contribution through salary sacrifice

• Employer National Insurance savings paid into your pension

• Death-in-service cover worth 10 times your basic salary

• Private medical insurance

• Health cash plan covering dental, optical and additional healthcare costs

• Employee discount and benefits programmes

• Financial support and study leave for further professional qualifications

• Employee referral bonus scheme

This position would suit an experienced paraplanner looking for technical variety, strong benefits and a working pattern that offers considerably more time away from work without sacrificing salary or annual leave.

Bradford-on-Avon, Wiltshire · Full-time · Competitive salary up to £55,000 + benefits

This is a core paraplanning role supporting a small, independent wealth management practice that serves HNW and UHNW private clients. You'll work directly with experienced financial advisers to build complex financial plans, manage client communications, and ensure every plan reflects the depth of thinking that builds lasting client relationships.

The firm is driven by client outcomes, not sales targets. Your work will be seen and valued by clients and the team alike. This is a rare opportunity to practise wealth planning at its best—where attention to detail, integrity, and genuine client understanding shape every interaction.

What you'll do

• Produce detailed financial plans and cash-flow analysis for HNW clients, working from adviser briefs
• Manage client-facing communications—research, illustrations, follow-up reports, and plan documentation
• Support fund reviews and portfolio monitoring, identifying planning opportunities and client outcomes
• Build and maintain detailed financial records and compliance documentation
• Develop technical knowledge in pensions, tax, inheritance, and retirement planning

Who we're looking for

• Experience of paraplanning handling investments and pensions
• Strong technical foundation in pensions, investments, and tax planning
• Meticulous with detail and client communication—this role is built on precision and clarity
• Comfortable working independently and collaboratively, taking ownership of your workload
• Genuine interest in client outcomes and wealth planning as a discipline, not just process
• DipPFS, DipFP, or studying towards these or relevant qualifications preferred

Why join this firm

• This is a manager-owned practice—the founders and principals are present, accessible, and invested in building a great place to work. You'll experience:
• Investment in your development: time and support for professional qualifications and technical training
• A client-first culture: no sales target pressure, no rushed work—quality always comes first
• Real autonomy: you'll be trusted to own your work and contribute ideas
• HNW planning experience: every day brings complex, rewarding planning work with sophisticated clients
• Small, stable team: close working relationships, genuine collaboration, no corporate churn
• Full administration support and flexible working arrangments 

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

Advise a portfolio of around 200 households on investments, pensions, protection and intergenerational planning, bringing plans to life with interactive cashflow modelling.

£60,000 to £80,000 basic salary, on-target earnings of £100,000+, plus car allowance.

This is a busy, client-focused advice business built on integrity, professionalism and continuous improvement. You will build long-term relationships with clients who have complex needs, backed by a centralised investment proposition and dedicated adviser support and paraplanning colleagues.

THE ROLE
- Provide regulated advice across investments, pensions, protection and intergenerational planning for a portfolio of circa 150 to 250 households
- Review clients’ circumstances, needs and objectives in depth, using cashflow modelling interactively to bring their plans to life
- Recommend suitable solutions using a centralised investment proposition
- Prepare and present clear, personalised financial plans and suitability reports
- Build strong relationships through engaging regular reviews and proactive communication
- Identify vulnerable clients and take extra care where needed
- Contribute to business growth by developing existing client relationships, identifying new opportunities and supporting marketing initiatives

SUPPORT AND DEVELOPMENT
- Adviser support and paraplanning colleagues working alongside you
- Report to a Financial Planning Manager, with the independence to manage your own portfolio
- Ongoing professional development, including CPD and qualifications
- A regulated, client-focused environment with clear compliance procedures
- A positive team culture where colleagues share knowledge and support each other

ABOUT YOU: ESSENTIAL
- Experience as an adviser, including dealing with clients with complex needs
- Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent)
- Current Statement of Professional Standing (SPS)
- Demonstrable experience providing regulated financial advice
- Up-to-date CPD record

You will have strong technical knowledge of financial products, markets and FCA regulations, excellent communication skills and the ability to explain complex information clearly. You manage your time well, thrive in a fast-paced environment with competing priorities, and are comfortable with change and ongoing learning.

PACKAGE
- Basic salary of £60,000 to £80,000, depending on experience and qualifications
- On-target earnings of £100,000+
- Car allowance

Apply now for a confidential conversation about this financial planning opportunity.

Provide regulated advice on investments, pensions, protection and tax planning by phone and Microsoft Teams, supported by a centralised investment proposition and dedicated adviser support and paraplanning teams. £40,000 to £50,000 depending on experience and qualifications.

This is a client-focused advice business built on integrity, professionalism and continuous improvement. You will build long-term client relationships, help people achieve financial security and wellbeing, and work in a team that shares knowledge and supports each other.

THE ROLE

• Provide regulated financial advice across investments, pensions, protection and tax planning, normally over the phone or via Microsoft Teams
• Review clients’ financial circumstances, needs and objectives in depth
• Recommend suitable solutions using a centralised investment proposition
• Prepare and present clear, personalised financial plans and suitability reports
• Build strong client relationships through engaging regular reviews and proactive communication
• Identify vulnerable clients and take extra care where needed
• Contribute to business growth by developing existing client relationships, identifying new opportunities and supporting marketing initiatives

SUPPORT AND DEVELOPMENT

• Adviser support and paraplanning colleagues working alongside you
• Ongoing professional development, including CPD and qualifications
• A regulated, client-focused environment with clear compliance procedures
• A positive team culture, with the independence to manage your own work

ABOUT YOU: 

• Level 4 Diploma in Regulated Financial Planning (CII, CISI or equivalent)
• Demonstrable experience providing regulated financial advice, either sitting in on meetings or leading them 
• Up-to-date CPD record

You will have strong technical knowledge of financial products, markets and FCA regulations, excellent communication skills and the ability to explain complex information clearly. You value integrity, enjoy building long-term relationships, and are comfortable with change and ongoing learning.

Are you a Chartered or Diploma-qualified Financial Planner looking for a genuine career pathway, not just another advice role?

We're recruiting on behalf of a well-established, multi-office accountancy and financial planning group with a strong reputation across the South West. It invests seriously in its people, with a structured career pathway, in-house technical support, and a client bank built on long-standing relationships rather than cold leads.

You'll take on a portfolio of around 55 clients across the Poole area with access to introductions from the wider firm, advising on investable assets of £200k–£1.5m with an average case size of around £500k.

Working pattern: In the Poole office a minimum of 3 days a week initially while building introducer relationships.

The role:

• Manage a portfolio of 55 high-value clients, mostly warm introductions from the wider firm
• Deliver expert planning across tax, retirement, investment and estate planning
• Achieve individual revenue, new business and net AUA targets
• Build a pipeline through referral, networking and introducer relationships
• Act as trusted adviser and escalation point for complex client queries
• Work closely with Paraplanners and Client Executives on case management
• Mentor junior planners and support the team's wider strategy and growth

What you'll need:

• Diploma in Financial Planning (or equivalent) — essential
• Proven experience advising high-value clients in a regulated environment
• Strong knowledge of FCA regulations and compliance requirements
• A track record on complex tax, retirement and estate planning cases
• Strong business development instincts and introducer relationship experience
• Confident with financial planning software (e.g. CashCalc) and CRM (e.g. Intelliflo)

What's on offer:

• Up to £98,000 basic salary, depending on experience
• Discretionary bonus of up to 30% of salary, based on a balanced scorecard
• A ready-made portfolio, largely warm introductions from the firm's own network
• A structured career pathway with ongoing technical and skills training

Are you a Chartered or Diploma-qualified Financial Planner looking for a genuine career pathway, not just another advice role?

We're recruiting on behalf of a well-established, multi-office accountancy and financial planning group with a strong reputation across the South West. It invests seriously in its people, with a structured career pathway, in-house technical support, and a client bank built on long-standing relationships rather than cold leads.

You'll take on a portfolio of around 55 clients across the Salisbury with access to introductions from the wider firm, advising on investable assets of £200k–£1.5m with an average case size of around £500k.

Working pattern: In the office a minimum of 3 days a week initially while building introducer relationships.

The role:

• Manage a portfolio of 55 high-value clients, mostly warm introductions from the wider firm
• Deliver expert planning across tax, retirement, investment and estate planning
• Achieve individual revenue, new business and net AUA targets
• Build a pipeline through referral, networking and introducer relationships
• Act as trusted adviser and escalation point for complex client queries
• Work closely with Paraplanners and Client Executives on case management
• Mentor junior planners and support the team's wider strategy and growth

What you'll need:

• Diploma in Financial Planning (or equivalent) — essential
• Proven experience advising high-value clients in a regulated environment
• Strong knowledge of FCA regulations and compliance requirements
• A track record on complex tax, retirement and estate planning cases
• Strong business development instincts and introducer relationship experience
• Confident with financial planning software (e.g. CashCalc) and CRM (e.g. Intelliflo)

What's on offer:

• Up to £98,000 basic salary, depending on experience
• Discretionary bonus of up to 30% of salary, based on a balanced scorecard
• A ready-made portfolio, largely warm introductions from the firm's own network
• A structured career pathway with ongoing technical and skills training

Bradford-on-Avon, Wiltshire · Full-time · Salary to £45,000 + benefits

This is a core management role in a small, independent wealth management practice that serves HNW and UHNW private clients. You'll manage and develop a team of 6 support staff, evolving processes and workflows to enable the firm to scale without losing the quality and personal touch that defines them.

The firm is manager-owned and founder-led, with accessible leadership and a genuine commitment to backing their people. There are no sales targets. The focus is entirely on delivering exceptional client outcomes and building a stable, growing team around that.

This is an opportunity for someone ambitious and thoughtful to have real autonomy over how the support function works—evolve systems, managing people, and enabling their IFAs to deliver complex financial planning work to sophisticated clients.

The support function exists to free up the IFAs to focus on client planning. You'll work closely with advisers to understand their needs, prioritise effectively, and ensure the back office runs smoothly.

What you'll be doing

• Leading and developing the administration team
• Managing team performance and workflow. You'll be hands-on: setting clear expectations, providing constructive feedback, and building capability across the team.
• You'll also manage your own caseload and liaise with clients.
• You'll identify inefficiencies and design better workflows that enable the team to handle increased complexity and volume without sacrificing quality. This includes workload distribution, client communication protocols, compliance documentation, and paraplanning support.

Who we're looking for

Background & experience

• You'll have proven experience leading a team as a senior administrator or team leader
• You'll have worked as an IFA Administrator or in a similar support role within a financial services environment. You understand client management, compliance requirements, administration support, and the operational pressures.
• You're genuinely interested in building something, not just managing it. You want to be part of a growing firm and take an active role in shaping how the support function works.
• You're organised, detail-conscious, and calm under pressure. You can juggle competing priorities and don't panic when workload spikes.
• You care about the quality of work and the experience of your team. You're not transactional—you think about how decisions affect people and how to build a culture of trust.
• You're honest about what you don't know and willing to learn. This may be your first time leading in a wealth management environment, and that's fine if you have the right foundation.

What is on offer:

• Competitive salary to £45,000 depending on experience, plus core benefits package.
• Mainly office-based with flexible working
• Accessible leadership. The founders are present and engaged. You'll have direct relationships with decision-makers
• Investment in your development. The firm backs their people through training and qualifications. If you want to develop your skills, you'll be supported.
• A stable, growing firm. No churn, no constant restructuring, no PE ownership. You're joining a business that's thriving on its own terms.

We are looking for an experienced Financial Planning Administrator for a long-established, Chartered Independent Financial Adviser (IFA) practice in Derby — £35,000 FTE plus benefits, with genuine progression to a senior or management role as the team grows. Whether you're currently working as an IFA Administrator, Financial Services Administrator or Wealth Management Administrator, if you have experince and looking for a role with progression then apply today. 

Our client is listed in the Citywire New Model Adviser Top 100 and holds Chartered Financial Planner status, — reflecting a genuine commitment to high-quality, client-focused financial planning.

This is a hands-on role taking ownership of complex cases from instruction through to completion, working closely with the firm's IFAs, Paraplanner and wider administration team. You'll quickly become a point of reference for complex administration matters, with real scope to influence process and service quality, and a clear path towards a future senior or management position.

Key Responsibilities

• Manage complex financial planning administration from instruction to completion
• Process new business applications across pensions, investments and life assurance
• Liaise confidently with providers, platforms, clients and advisers to resolve queries
• Maintain accurate records and workflows on Intelliflo
• Coordinate annual client reviews from preparation through to completion
• Provide paraplanning and commission reconciliation cover when required

About You

• Experience within an IFA, wealth management or financial planning environment
• Confident handling complex financial planning and new business cases
• Good working knowledge of pensions, investments, life assurance and Intelliflo (or similar)
• Excellent attention to detail, organisation and communication skills
• Proactive, with the judgement and confidence to take ownership of complex work

Salary & Benefits

• £35,000 FTE, pension scheme, Death in Service (3x salary)
• 33 days' holiday FTE (inc. bank holidays)
• Flexible hours between 7.30am–5.00pm (start at 7:30 and finiunsh at 3:30) and hybrid working after probation.