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

Our client is a well-established, chartered financial planning and wealth management practice based near Bradford-on-Avon. Known for the quality of the advice it delivers and the calibre of the team behind it, the firm has built a reputation for genuinely client-first planning — and a supportive, professional environment for the people who make that happen behind the scenes.

They're now looking for an experienced IFA administrator to join their team. This is a firm that invests in its support staff as much as its advisers, so it's a strong move for someone who wants their administration career to develop.

The role

• You'll provide the day-to-day administrative backbone for the firm's advisers and paraplanners, keeping client business moving accurately and on time. Day to day, this looks like:
• Processing new business across pensions, investments and protection, from submission through to completion
• Preparing client valuations, portfolio reports and meeting packs ahead of adviser reviews
• Liaising directly with providers and platforms to chase, progress and resolve cases
• Maintaining accurate, up-to-date client records on the firm's back-office system
• Handling incoming client queries by phone and email with professionalism and care
• Helping the team stay on the right side of FCA and internal compliance requirements
• General office and team administration as required

What we're looking for

• Previous administration experience gained within an IFA, financial planning or wealth management firm
• A solid working understanding of pensions, investments and protection products
• Excellent attention to detail — this is a role where accuracy really matters
• A confident, professional communicator, equally comfortable with clients and advisers
• Comfortable with back-office and platform systems, and generally IT-literate

Wakefield | Office-based
Salary from £40,000 + 12%–18% bonus + 9% employer pension contribution

We are recruiting on behalf of an established, directly authorised independent financial planning firm based in the Wakefield area.

The business provides genuinely independent advice across pensions, investments, protection and tax planning. It has a loyal client base, an experienced advisory team and dedicated paraplanning and administration support.

This opportunity would suit an experienced paraplanner who can confidently manage technical cases with minimal supervision. It may also appeal to a qualified financial adviser who enjoys the technical and planning aspects of the profession but no longer wants a sales-focused or target-driven role.

The role

Working closely with the firm’s financial advisers, you will turn client information and adviser recommendations into accurate, compliant and easily understood financial planning reports.

Your responsibilities will include:

• Preparing suitability reports and supporting documentation

• Reviewing clients’ existing pensions, investments and protection arrangements

• Completing product, provider and fund research

• Analysing client circumstances and financial information

• Supporting advisers with technically sound recommendations

• Producing cash-flow projections and other financial planning scenarios

• Ensuring recommendations meet FCA requirements and internal standards

• Maintaining complete and accurate client files

• Liaising with providers and the administration team to progress cases

• Presenting complex financial information clearly and accessibly

• Managing multiple cases while maintaining accuracy and meeting deadlines

The firm does not provide mortgage advice, so mortgage qualifications or experience are not required.

What we’re looking for

This is not an entry-level position. You will need recent, relevant experience and the technical ability to become productive quickly.

The successful candidate should have:

• Strong working knowledge of pensions and investments

• Experience producing suitability reports and financial planning documentation

• The ability to research and compare products, funds and providers

• A sound understanding of protection and personal tax planning

• Knowledge of FCA requirements and the UK financial planning environment

• Excellent written communication and attention to detail

• Strong organisational and case-management skills

• Confidence working with advisers, administrators and external providers

• Experience using financial planning or industry-specific software

• A collaborative, dependable and positive approach

A Level 4 Diploma in Financial Planning, or an equivalent qualification, would be highly desirable. Applications are also welcomed from qualified advisers who want to move away from business-development targets and concentrate on technical financial planning.

Salary and benefits

The package includes:

• Basic salary from £40,000, dependent on experience

• Annual bonus, with recent awards ranging from 12% to 18% of basic salary

• Employer pension contribution equal to 9% of basic salary

• Expected annual earnings of £44,800–£47,200 at a £40,000 basic salary

• Total package value of approximately £48,400–£50,800, including pension

• Annual leave and scheduled early finishes equivalent to at least 37 days per year

• Company-paid parking within easy walking distance of the office

• Company-funded social events and family-inclusive evening meals

• Complimentary refreshments and snacks

• A friendly, informal and supportive working environment

Location and working pattern

This is a full-time, fully office-based position in the Wakefield area. Hybrid or remote working is not available.

If you are an experienced paraplanner—or a qualified adviser looking for a technically focused position without sales targets—we would be pleased to hear from you.

Company Overview

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

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

The Opportunity

• Salary up to £45,000 depending on experience

• Full-time, permanent position with hybrid working

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

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

Your Role as a Paraplanner

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

Key Responsibilities:

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

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

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

• Contribute to the development of sophisticated strategies for HNW clients

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

• Mentor and provide guidance to junior paraplanners and trainees

What We’re Looking For

• Level 4 Diploma in Regulated Financial Planning 

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

• Exceptional report-writing, research, and analytical skills

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

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

Benefits

• Competitive salary up to £45,000

• Hybrid working model (office & remote blend)

• Full support toward Chartered status or further exams

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

• A modern, supportive working environment with strong peer networks

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

How to Apply

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

Exeter| Hybrid Working | Salary up to £32,000

A well-established financial planning firm is looking to recruit an IFA Administrator to join its Exeter office. Working within a small and supportive administration team, you will provide essential support to Financial Advisers while helping to deliver an efficient and professional service to clients.

This role would suit an experienced IFA Administrator; however, candidates with strong financial services administration experience and a genuine desire to develop within financial planning will also be considered.

The position offers a salary of up to £32,000, depending on experience, alongside hybrid working with three days per week in the Exeter office.

The Role

You will support advisers throughout the client journey, from preparing for meetings and processing new business through to completing annual reviews and ongoing pension and investment administration.

Your responsibilities will include:

• Collating client information and preparing documentation ahead of adviser meetings
• Preparing annual review packs, basic client reports and supporting documentation
• Processing new business and top-up applications through provider platforms
• Checking that all required compliance documentation has been completed
• Processing Letters of Authority and requesting information from providers
• Handling pension and investment administration
• Processing fund switches, fund purchases and sales
• Arranging ad hoc income withdrawals and other client instructions
• Updating Intelligent Office with new business details and client information
• Uploading documentation and maintaining accurate, compliant client records
• Completing actions arising from annual review meetings
• Liaising with clients, advisers and product providers
• Responding to telephone and email enquiries professionally and promptly
• Preparing and sending client reports and correspondence
• Supporting colleagues during busy periods and assisting with ad hoc projects

The Person

Previous experience within an IFA or financial services environment would be highly advantageous, particularly if you have worked with provider platforms and processed new business.

The successful candidate will be organised, accurate and comfortable managing multiple priorities while maintaining a high standard of client service.

You will ideally bring:

• At least one year’s experience within an IFA or financial services environment
• Experience using provider platforms
• Knowledge of new business processing
• Experience with Intelligent Office or Intelliflo Office would be advantageous
• Strong administrative and IT skills
• Excellent attention to detail
• Clear and professional written and verbal communication
• The ability to manage and prioritise your workload effectively
• A collaborative and supportive approach to teamwork
• The discretion required to handle confidential client information
• A reliable, adaptable and client-focused attitude

This is an excellent opportunity to join an established financial planning business offering a supportive working environment, varied responsibilities and the chance to develop your experience within the IFA profession.

Bristol | Hybrid Working | Salary up to £32,000

A well-established financial planning firm is looking to recruit an IFA Administrator to join its Bristol office. Working within a small and supportive administration team, you will provide essential support to Financial Advisers while helping to deliver an efficient and professional service to clients.

This role would suit an experienced IFA Administrator; however, candidates with strong financial services administration experience and a genuine desire to develop within financial planning will also be considered.

The position offers a salary of up to £32,000, depending on experience, alongside hybrid working with three days per week in the Bristol office.

The Role

You will support advisers throughout the client journey, from preparing for meetings and processing new business through to completing annual reviews and ongoing pension and investment administration.

Your responsibilities will include:

• Collating client information and preparing documentation ahead of adviser meetings
• Preparing annual review packs, basic client reports and supporting documentation
• Processing new business and top-up applications through provider platforms
• Checking that all required compliance documentation has been completed
• Processing Letters of Authority and requesting information from providers
• Handling pension and investment administration
• Processing fund switches, fund purchases and sales
• Arranging ad hoc income withdrawals and other client instructions
• Updating Intelligent Office with new business details and client information
• Uploading documentation and maintaining accurate, compliant client records
• Completing actions arising from annual review meetings
• Liaising with clients, advisers and product providers
• Responding to telephone and email enquiries professionally and promptly
• Preparing and sending client reports and correspondence
• Supporting colleagues during busy periods and assisting with ad hoc projects

The Person

Previous experience within an IFA or financial services environment would be highly advantageous, particularly if you have worked with provider platforms and processed new business.

The successful candidate will be organised, accurate and comfortable managing multiple priorities while maintaining a high standard of client service.

You will ideally bring:

• At least one year’s experience within an IFA or financial services environment
• Experience using provider platforms
• Knowledge of new business processing
• Experience with Intelligent Office or Intelliflo Office would be advantageous
• Strong administrative and IT skills
• Excellent attention to detail
• Clear and professional written and verbal communication
• The ability to manage and prioritise your workload effectively
• A collaborative and supportive approach to teamwork
• The discretion required to handle confidential client information
• A reliable, adaptable and client-focused attitude

This is an excellent opportunity to join an established financial planning business offering a supportive working environment, varied responsibilities and the chance to develop your experience within the IFA profession.

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

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

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

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

WHAT YOU WILL BE DOING

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

WHAT YOU WILL NEED

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

Manchester | Hybrid Working | Employed or Self-Employed

Employed salary up to £75,000 plus bonus

Are you an experienced Financial Adviser looking for the freedom to grow your client base without having to manage every administrative and technical aspect yourself?

Ortus PSR is working with a progressive, planning-led wealth management firm seeking an Independent Financial Adviser to join its growing Manchester operation.

This opportunity is available on either an employed or self-employed basis and would suit an adviser who combines high-quality financial planning with the commercial drive to develop new client relationships.

You will receive comprehensive support from the firm’s in-house paraplanning, administration, investment and marketing teams, allowing you to concentrate on advising clients, building relationships and growing your practice.

The opportunity

You will provide holistic financial planning advice to individuals, professionals, entrepreneurs and business owners, helping them make informed decisions across investments, pensions, retirement and wider financial planning.

Alongside managing long-term client relationships, you will be expected to develop new business through referrals, professional connections, networking and the firm’s lead-generation initiatives.

This is not a role where an adviser is simply handed a static client bank. It is an opportunity for an established, commercially minded planner who wants to build something of genuine long-term value with the infrastructure and reputation of an established firm behind them.

Your responsibilities

• Deliver holistic financial planning advice to new and existing clients.

• Conduct detailed client reviews and identify appropriate planning opportunities.

• Build and maintain trusted, long-term client relationships.

• Develop new business through referrals, networking, professional introducers and company-supported lead generation.

• Meet clients face-to-face and virtually, depending on their circumstances and preferences.

• Work closely with the firm’s paraplanning, administration and investment teams to deliver consistently high standards.

• Keep clients informed of relevant legislative, taxation and market developments.

• Develop relationships with accountants, solicitors and other professional introducers.

• Contribute to seminars, professional events, social media and wider marketing activity.

• Maintain accurate records and uphold the firm’s compliance, regulatory and client-service standards.

What we are looking for

You should be:

• Qualified to at least Level 4 Diploma standard in regulated financial planning, or an FCA-recognised equivalent.

• An experienced and competent Financial Adviser with a strong record of delivering suitable, client-focused advice.

• Able to demonstrate experience of attracting, converting and retaining clients.

• Commercially driven without compromising client outcomes.

• Confident developing relationships with professionals, entrepreneurs, business owners and private clients.

• An articulate and credible communicator, both in person and virtually.

• Comfortable using modern financial-planning technology and digital communication tools.

• Proactive, organised and capable of managing your own pipeline and client relationships.

An existing client following or established network of professional introducers would be advantageous, although the strength of your business-development track record will also be considered.

What the firm offers

• An employed salary of up to £75,000, plus performance-related earnings.

• Alternatively, a self-employed structure for advisers seeking greater autonomy and earnings potential.

• Hybrid working through the firm’s Manchester operation.

• End-to-end support from experienced paraplanning, administration and investment teams.

• Access to the firm’s marketing expertise and lead-generation programme.

• Established technology and systems, including Xplan.

• The backing of a trusted wealth management brand with an established market reputation.

• Ongoing technical and professional development.

• The opportunity to build a valuable client practice within a supportive business.

• A potential practice buyout arrangement, providing an agreed exit route and the opportunity to realise value from the client base you develop, subject to the firm’s applicable terms.

This opportunity would particularly suit an adviser who wants the autonomy to grow their own client base while benefiting from the support, infrastructure and credibility of an established wealth management firm.

For a confidential discussion, contact Steve Auburn at Ortus PSR.

We're seeking an experienced Independent Financial Adviser to take ownership of an established book of business worth £20 million assets under management clients based in London. This is a rare opportunity to step into a relationship-led advisory role with a strong existing client base, supported by a thriving multi-office practice.

This isn't a green book—it's a wealth development opportunity. Your clients are already engaged, established relationships are in place, and your primary focus will be on deepening advice, growing these relationships, and expanding assets under management organically.

What You'll Do

• Own the client relationships: Lead all advisory interactions with your inherited client base across pensions, investments, retirement planning, and wealth management
• Develop the book: Identify opportunities for cross-selling, additional services, and referral growth from an engaged base
• Deliver holistic advice: Leverage the firm's full suite of services—pension planning, investment management, inheritance tax planning, protection, and later-life planning
• Drive outcomes: Use the firm's Personal Value Statement methodology to demonstrate measurable advice value to clients
• Collaborate: Work within a supportive, award-winning practice with a track record of adviser retention and investment in professional development

What We're Looking For

• Relationship-first mindset: You build deep client relationships and believe in long-term partnership
• Experience with affluent clients: Comfortable managing complex family finances, trusts, business owner planning, and multi-generational wealth
• Business acumen: Entrepreneurial drive to grow your book and understand the commercial side of advisory
• Track record: Experince as amindependent financial advice with evidence of client satisfaction and growth

Why Join

• Established practice: Operating across three locations with 70+ team members, FT Adviser Top 100 recognised
• Award-winning culture: Recent wins including Verve Awards and Money Marketing recognition
• Adviser investment: Strong professional development, support, and a genuine commitment to avoiding adviser churn
• Back-office support: Dedicated paraplanners, technical expertise, and operations team to support your practice
• Independence: Full independence—no commission bias, whole-of-market advice, genuine client-first approach
• Growth opportunity: Clear path to grow your book, develop junior advisers, and progress into leadership if desired

The Practice

Our client is a thriving independent financial advice firm with a reputation for relationship-led, outcomes-focused planning. They operate across multiple locations and work with professionals, business owners, and private clients building long-term wealth. The firm is known for:

• Client satisfaction and retention (95%+ retention rates)
• Evidence-based advice supported by Personal Value Statements
• Investment in adviser careers and professional development
• Multi-disciplinary approach (pensions, investments, tax, protection, estate planning)
• Commitment to diversity and inclusive working
• AUM: £20 million
• Client profile: Mix of professionals, business owners, and private clients; predominantly affluent, relationship-engaged

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

Leicester, Leicestershire  |  Hybrid after training  |  £37,500 - £42,500 DOE + Discretionary Bonus + Benefits

Why This Role Stands Out

Our client is a long-established, Chartered financial planning firm managing over £1.1 billion in client assets for high-net-worth families. They've just been named one of the best financial advisers to work for in the UK for the fourth time running - an award decided largely by staff feedback. It's a business built on trust and ownership, with genuine progression (including future equity potential) and real investment in people's development.

The Opportunity

You'll become the go-to expert for the firm's core business systems - Intelliflo, Omniphi, Virtual Cabinet, Moneyinfo, Sage, Adobe and Microsoft 365 - with real scope to shape how the business works, not just keep the lights on.

• Breadth, not box-ticking. Support, project delivery, training and improvement work in one varied remit - ideal grounding for a career in business systems or business analysis.
• Visible influence. You'll work directly with the Head of Operations, and your recommendations will actually get heard and acted on.
• Regulated-sector exposure. Genuine experience of systems and data governance within an FCA-regulated environment - a strong, transferable credential.

What You'll Get

• Salary £37,500 - £42,500 DOE, plus discretionary annual bonus
• 4x salary life assurance and pension (5% employer, rising with service, salary sacrifice available)
• 24 days' holiday (rising with service) plus bank holidays, and a Health Cash Plan
• Free on-site parking and hybrid working once initial training is complete
• Genuine support for professional development and further qualifications

What You'll Be Doing

• Acting as subject matter expert and second-line support for the firm's core business applications
• Managing system configuration, user access and troubleshooting workflow/data issues
• Supporting Microsoft 365 and working with the external IT provider on wider infrastructure
• Identifying system improvements and supporting delivery of projects, from requirements through to UAT
• Developing training materials and driving user adoption of new tools and processes

What We're Looking For

• Experience supporting and administering business systems and applications, including Microsoft 365
• Experience working with third-party software providers
• Strong analytical and problem-solving skills, with excellent communication and stakeholder management

Desirable: FCA-regulated business experience, Intelliflo/Moneyinfo exposure, a relevant IT/Business Systems/Business Analysis qualification, or process mapping and training/user adoption experience.

Interested?

If you want a role where you'll be trusted, developed and genuinely listened to - apply now or get in touch for a confidential conversation.

A financial planning firm that takes technical thinking as seriously as client relationships

We're recruiting on behalf of a financial planning firm that's built its reputation on doing advice properly — no templated recommendations, no product-led sales, no cutting corners to hit a deadline. Every plan starts from the client's actual life and circumstances, and that only works because of the paraplanning behind it. That's where you'd come in.

About the role

This is a background role, not a client-facing one — and it's designed to stay that way. You won't be pulled into meetings or expected to become an adviser down the line; this is a genuine, long-term technical specialism for someone who gets real satisfaction from getting the detail right.

You'll take the lead on building the advice framework behind each financial plan: digging into fact finds, cashflows and meeting notes, stress-testing the options, and making sure everything that goes out the door is technically sound, compliant, and properly tailored to the client. You'll work closely with the firm's Client Facing Paraplanners, Financial Planners and Client Partners — but the responsibility for the rigour behind the advice sits with you.

Day to day, you'll be:

• Interpreting fact finds, cashflows and meeting notes to identify planning opportunities and shape the advice framework
• Carrying out technical analysis across pensions, tax planning, protection and investments
• Leading on suitability reports — initial, ongoing and ad hoc
• Project managing implementation cases through to sign-off, working with the wider advice and admin team
• Preparing technical summaries, recommendation matrices and investment comparisons
• Using cashflow modelling software and risk profiling tools
• Keeping on top of regulatory, tax and product changes that affect the advice given

You'll enjoy this role if you:

• Take real pride in precision and like solving complex, detailed problems
• Prefer deep, focused work to a constant stream of interruptions
• See a suitability report as a chance to genuinely improve someone's outcome, not just a compliance exercise
• Like working closely with financial planners but have no interest in becoming one yourself
• Are naturally the type to chase down anything that doesn't quite add up
• Want thinking time to be valued as highly as client-facing time

What you'll need:

• Level 4 Diploma in Regulated Financial Planning, working towards Chartered or CFP
• A proven track record in technical paraplanning
• Confidence to challenge an adviser's recommendation if something doesn't stack up

A bit about the firm

This is a firm that genuinely believes good advice takes time and thought, and it structures the role around that belief rather than around volume or targets. You'd be joining a close, collaborative team where paraplanners are treated as the technical backbone of the advice process, not support staff — and where getting it right the first time matters more than getting it out the door quickly.

This is a long-term technical specialist position rather than a route into advising, but you'd stay close to real advice decisions every day and play a genuine part in the outcomes clients get.

A well-established, national Financial Planning firm is hiring a Financial Planner for a rare 12-month succession role in Sevenoaks: you'll take over a retiring adviser's £100 million client book, with a basic salary of up to £85,000 and on-target earnings north of £100,000.

Why this role

This firm believes financial planning is about a client's life, not just their money — every plan starts with understanding a client's story before any recommendation is made. It has grown into a national business managing several billion pounds of client assets by bringing together some of the UK's best independent planning practices, while keeping every office feeling like the local, relationship-led firm it always was. Clients in Sevenoaks know their planner personally, not a call centre — and protecting that continuity is the whole point of this succession plan.

The opportunity

• You'll work directly alongside the retiring adviser for 12 months, sitting in on client meetings and gradually taking the lead
• At the end of the handover you'll take full ownership of a £100 million book of loyal, established clients
• Clients are used to face-to-face meetings in the Sevenoaks office, so this is a relationship-first, in-person role at its core
• You'll build holistic plans covering investments, retirement and pensions, estate planning, and mortgages and protection
• You'll be backed by the firm's wider planning and investment teams, including an in-house investment partner

What we're looking for

Essential:

• A qualified Financial Planner/Adviser with a minimum Level 4 Diploma in Regulated Financial Planning
• A proven track record managing client relationships and delivering holistic financial advice
• Based within commuting distance of Sevenoaks, able to work in the office 3 days a week

Desirable:

• Chartered status, or actively working towards it
• Experience taking on or transitioning an existing client bank

What's on offer

• Basic salary up to £85,000, depending on experience
• Bonus structure taking total earnings north of £100,000
• A funded, structured succession onto a £100 million book — not a standing start
• Hybrid working: 3 days in the Sevenoaks office, 2 days from home
• The investment proposition, technical support and infrastructure of a national firm, inside a close-knit local team

If you're an experienced Financial Planner ready to step into a significant book of business and give a retiring adviser's clients the same continuity of care they've always had, apply below. The firm's identity will be shared with shortlisted candidates.

Torquay | £45,000–£50,000 | Hybrid working, 2 days form home – based in the Torquay office, with one day a week in the Taunton office

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

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, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process.

The role

You will:

• 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

You will need:

• 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 advice cases
• A clear understanding of FCA requirements and the importance of delivering good client outcomes
• The ability to interpret complex information and communicate it clearly
• Experience using financial planning software, cashflow modelling tools and CRM systems
• Strong analytical, organisational and problem-solving skills
• Excellent attention to detail and pride in producing consistently high-quality work
• The confidence to question information, identify potential issues and contribute ideas

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
• A role based in Torquay, with one day a week in the Taunton office
• 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

This is an excellent opportunity for an experienced Paraplanner who wants greater technical involvement, exposure to more sophisticated financial planning work and a long-term career within a well-established business.

Exeter | £45,000–£50,000 | Hybrid working 2 days from home – based in the Exeter office, with one day a week in the Taunton office

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, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process.

The role

You will:

• 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

You will need:

• 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 advice cases
• A clear understanding of FCA requirements and the importance of delivering good client outcomes
• The ability to interpret complex information and communicate it clearly
• Experience using financial planning software, cashflow modelling tools and CRM systems
• Strong analytical, organisational and problem-solving skills
• Excellent attention to detail and pride in producing consistently high-quality work
• The confidence to question information, identify potential issues and contribute ideas

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
• A role based in Exeter, with one day a week in the Taunton office
• 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

This is an excellent opportunity for an experienced Paraplanner who wants greater technical involvement, exposure to more sophisticated financial planning work and a long-term career within a well-established business.

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.

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.

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

Inherit relationships. Build your own. Learn from the best.

This is a fantastic opportunity to join one of Yorkshire's most established adviser-led wealth management practices — a business that has grown to £500 million AUM by doing things properly: face-to-face, client-first, holistic financial planning.

With the principal advisers now looking after a range of mass affluent and HNW customers, the practice is ready to bring in an ambitious adviser who can take on established client relationships from day one.

What you'll walk into:

• A warm book of existing client relationships to manage and grow — not a cold start
• Full administration and paraplanning support, so your time is spent advising, not processing
• Hands-on mentoring from the two business principals, plus dedicated support from a Business Development Manager
• A genuinely holistic proposition — clients are advised across investments, retirement, protection, intergenerational wealth and corporate planning
• A quality client base: high-net-worth private clients, business owners, company directors and senior corporate executives

The culture:

This is a professional, client-centric practice in the traditional sense. Clients come into the offices for advice meetings and are met in person — the relationship is everything. The philosophy is simple and hasn't changed in decades: protect wealth, grow it, and pass it on. You'll need to carry that standard — smart, well presented, and impeccably organised, with the ability to run a very busy diary.

Who this suits:

The principals will invest heavily in developing the right person — but this isn't a role for someone looking to coast.. If you want to be mentored by advisers who've built a £500m practice, and you're hungry enough to earn it, this is the platform.

The details:

• Salary £50,000 – £60,000 + Bonus
• Offices in Leeds and Skipton
• Full back-office, paraplanning and BD support

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

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

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

We are working with a highly regarded, Chartered, independently owned financial planning firm based in 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

Taunton | £45,000–£50,000 | Hybrid working – 3 days office, 2 days remote

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

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, Level 4 qualified Paraplanner who enjoys working on complex cases, contributing ideas and playing an active role in the advice process.

The role

You will:

• 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

You will need:

• 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 advice cases

• A clear understanding of FCA requirements and the importance of delivering good client outcomes

• The ability to interpret complex information and communicate it clearly

• Experience using financial planning software, cashflow modelling tools and CRM systems

• Strong analytical, organisational and problem-solving skills

• Excellent attention to detail and pride in producing consistently high-quality work

• The confidence to question information, identify potential issues and contribute ideas

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

• Hybrid working with three days in the Taunton office and two days working remotely

• 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

This is an excellent opportunity for an experienced Paraplanner who wants greater technical involvement, exposure to more sophisticated financial planning work and a long-term career within a well-established business.

For further information or a confidential conversation, please apply or contact Ortus PSR.

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

This is not a conventional Financial Planner vacancy

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

Chartered status would be advantageous and may support appointment at the upper end of the salary range, but it is not essential.

Location

The role is based in Taunton and offers hybrid working, but the successful individual must be able to maintain a meaningful presence in the local office and serve clients across the surrounding region.

Financial Planners based across Somerset, Devon, Dorset, Bristol or the wider South West may also be considered where travelling to Taunton regularly would be realistic and sustainable.

About the business

Our client is an established UK wealth management group offering independent, whole-of-market financial planning.

The business combines the infrastructure, technology and regulatory support of a national organisation with a relationship-led approach to client advice.

Its continued growth, acquisition activity and adviser succession requirements create ongoing opportunities for Financial Planners to assume responsibility for existing client relationships and build substantial long-term client banks.

Interested?

If you are an experienced Financial Planner in or around Taunton and want more than a modest salary increase for performing the same role elsewhere, this opportunity offers something materially different.

You could inherit existing client relationships, benefit from a validation structure designed around the opportunity provided and build a valuable client bank with the backing of an established national wealth management group.

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

This is not a conventional Financial Planner vacancy

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.

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 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

Chartered status would be advantageous and may support appointment at the upper end of the salary range, but it is not essential.

Location

The role is based in Swindon and offers hybrid working, but the successful individual must be able to maintain a meaningful presence in the local office and serve clients across the surrounding region.

Financial Planners based across Wiltshire, Gloucestershire, Oxfordshire, Berkshire, Bath or the western M4 corridor may also be considered where travelling to Swindon regularly would be realistic and sustainable.

About the business

Our client is an established UK wealth management group offering independent, whole-of-market financial planning.

The business combines the infrastructure, technology and regulatory support of a national organisation with a relationship-led approach to client advice.

Its continued growth, acquisition activity and adviser succession requirements create ongoing opportunities for Financial Planners to assume responsibility for existing client relationships and build substantial long-term client banks.

Interested?

If you are an experienced Financial Planner in or around Swindon and want more than a modest salary increase for performing the same role elsewhere, this opportunity offers something materially different.

You could inherit existing client relationships, benefit from a validation structure designed around the opportunity provided and build a valuable client bank with the backing of an established national wealth management group.

This is not a conventional Financial Planner vacancy

Our client is an established, national wealth management group with ambitious plans to build a substantially larger presence in Bristol.

The business already has a base in the city, but this appointment represents the beginning of a wider regional growth strategy. The successful Financial Planner will have the opportunity to build a valuable client bank while helping shape the future development of the Bristol office.

As the operation grows, there is potential for the successful individual to assume greater regional responsibility and develop towards a lead adviser or Head of Office position.

This is a particularly compelling opportunity for an established Financial Planner who is performing well but cannot see a credible path towards leadership, influence or meaningful progression within their current firm.

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 wider opportunities generated across the 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
• Take responsibility for client relationships introduced through succession or acquisition opportunities
• Conduct detailed client meetings and create tailored financial plans
• Identify opportunities to deepen existing relationships and generate referrals
• Work closely with administration, compliance and paraplanning teams
• Maintain accurate records and consistently meet regulatory and internal standards
• Contribute to the development of the firm’s Bristol operation
• Potentially help shape the future office, culture and regional adviser team

Why consider this opportunity?

For the right Financial Planner, this role offers:

• A prominent position within a planned expansion across Bristol
• 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
• Plans to build a properly supported regional operation in Bristol
• Hybrid working and sensible flexibility
• The potential to progress towards a leadership or Head of Office position
• The resources and financial backing of an established national wealth management group

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.

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 contribute to the development of a regional operation
• The ambition and credibility to take on greater responsibility as the Bristol team expands

Chartered status would be advantageous and may support appointment at the upper end of the salary range, but it is not essential.

Location

The role offers hybrid working, but the successful individual must be able to maintain a meaningful presence in Bristol and serve clients across the surrounding region.

Financial Planners based in South Wales, Somerset, Gloucestershire or Wiltshire may also be considered where travelling to Bristol regularly would be realistic and sustainable.

About the business

Our client is an established UK wealth management group offering independent, whole-of-market financial planning.

The business combines the infrastructure, technology and regulatory support of a national organisation with a relationship-led approach to client advice. Its continued growth, acquisition activity and adviser succession requirements create ongoing opportunities for Financial Planners to assume responsibility for existing client relationships.

Interested?

If you are an experienced Financial Planner in or around Bristol and want more than a modest salary increase for performing the same role elsewhere, this opportunity offers something materially different.

You could build a valuable client bank while helping establish—and potentially lead—the next stage of a major wealth management firm’s development in Bristol.

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)

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

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

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

Key Responsibilities

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

Skills & Experience Required

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

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

Coventry | Full or Part Time | Hybrid (office Mon–Thu, home Fridays)

A Corporate Chartered financial planning firm — a distinction held by only a small proportion of UK practices — is looking for an Administrator to support its growing corporate client base across Group Risk, Group Pensions and Group Health.

About the firm: established almost two decades ago by a founder with a financial services career stretching back to the 1980s, the business combines wealth management with a rapidly expanding employee benefits division. Its philosophy is straightforward: keep things simple, tailor everything to the client, and build relationships that last. The result is a loyal client base whose feedback consistently describes the service as first class.

About the team: this is a close-knit, established team rather than a large corporate. You'll work directly alongside a dedicated Employee Benefits Admin Manager, with Chartered planners in the same office, and a leadership team that includes people who built their careers from administration roles upwards

This is a role with two ways in. Candidates with existing employee benefits or corporate administration experience will step into a busy, varied client-support position. Equally, the firm will train a high-calibre administrator from a financial services / professional services background — the priority is accuracy, organisation and client-handling ability.

The role:

• Administering corporate Group Risk, Group Pensions and Group Health schemes
• Liaising directly with insurance providers by phone and email
• Managing and sorting scheme data in Excel with a high degree of accuracy
• Supporting consultants to deliver the first-class client experience the firm is known for

The package:

• £30,000–£36,000 dependent on experience, with flexibility beyond this range for an exceptional candidate
• Full-time hours of 8.30am–5pm Monday–Thursday and 8.30am–1.30pm Friday — a 4.5-day week as standard
• Part-time options genuinely available, including school hours or reduced days
• Hybrid working: office Monday–Thursday, home every Friday — a firm-wide arrangement, not a negotiation
• Structured training and long-term development within a Chartered practice

Essential requirements:

• Competent with basic Excel, including sorting and handling data
• Excellent attention to detail
• Confident telephone manner, comfortable dealing with insurance companies
• Employee benefits experience is advantageous but not essential — strong administrators from a financial services / professional services background

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

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.

Cookham | Home-based/Remote with office access | Employed or Self-employed

Salary up to £75,000

Are you an experienced Independent Financial Adviser looking to grow within a progressive, planning-led wealth management firm? This is your opportunity to join a team that genuinely puts clients first—delivering comprehensive financial planning advice that guides clients towards financial independence.

Working from home with flexible access to the Cookham office, you'll build long-term client relationships and develop new business through networking, referrals, and company-led initiatives. If you're driven by client outcomes and committed to becoming an integral part of a growing advisory business, we want to hear from you.

What you'll be doing

As our Independent Financial Adviser, your core responsibilities will include:

Conducting in-depth financial planning reviews, analysing clients' circumstances and preparing bespoke reports across all areas of advice

Keeping clients and introducers updated on market changes, new products, and legislation affecting their planning

Growing new business through personal development, referrals, lead generation and effective networking with professionals and introducers

Meeting clients face-to-face (at home, office, or business premises) and virtually via Microsoft Teams to understand their evolving needs

Maximising marketing opportunities via social media and professional networking to build your personal brand

Delivering accurate management information and maintaining strong client and introducer relationships through seminars and regular contact

Who we're looking for

Your background:

Diploma in Regulated Financial Planning (or FCA-approved equivalent) with CF30 status maintained

Proven experience as a financial adviser with a track record of building and managing a client base

Demonstrated success in attracting new clients through networking, business development and referral generation

Who you are:

Client-centric and genuinely committed to doing the right thing—this isn't just a slogan, it's how we work

Articulate, well-presented and professional with excellent interpersonal skills and approachability

Confident with IT and digital tools; comfortable with virtual communication and the latest advisory platforms

Strategic in your approach to business development and capable of building relationships with a range of client types—entrepreneurs, business owners, professionals and retail clients

What we offer

This role comes with genuine support for your business development and future value creation:

End-to-end in-house support—full DIS, paraplanning, and administration teams backing your client work

A trusted brand with a compelling proposition and strong reputation in the market

Consultative marketing support and access to the firm's lead generation programme

XPlan as your platform of choice for efficient, cost-effective client solutions

Established Practice Buy Out option on exit—build equity as you grow your client base

Ongoing learning and development in a firm culture that values continuous improvement

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