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

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

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

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

Why This Opportunity Stands Out:

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

The Role:

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

Who You Are:

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

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

Apply today to explore this exciting opportunity!

Company Overview

A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing.

The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance.

Responsibilities

• Build and manage a portfolio of HNW and UHNW clients.

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

• Conduct thorough fact-finds, cashflow modelling, and risk assessments.

• Work closely with paraplanners and admin teams to deliver exceptional client service.

• Maintain compliance with all FCA regulations and industry standards.

• Generate new business through referrals, professional connections, and networking.

Requirements

• Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred.

• Current CAS and SPS (or ability to obtain promptly).

• Minimum 3 years’ experience in a client-facing financial planning or wealth management role.

• Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers.

• Have a following of £10Million AUM after covenants 

Desirable Skills:

• Strong interpersonal and communication skills.

• Entrepreneurial approach with high self-motivation.

• Integrity, discretion, and a client-centric mindset.

• Location: London or South East-based; other UK regions considered.

• Work Type: Hybrid (2-3 days office or client-facing, remainder remote).

• Travel: Required for in-person client meetings, as appropriate.

Salary & Benefits

• Base Salary: £90,000 – £130,000 per annum (depending on experience and qualifications).

• Bonus: 0.43% of new Assets Under Management (AUM) introduced

• Structured career progression and equity opportunities (long-term).

• Paraplanning and administrative support provided.

• Marketing and business development support 

• CPD support and funding toward Chartered status.

• Flexible working hours and a positive, inclusive team culture.

Salary: Up to £130,000 base (DOE) + .42% bonus on new AUM + 10% discretionary annual bonus + share options

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

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

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

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

COMPENSATION AND BENEFITS

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

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

- Up to10% discretionary annual bonus

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

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

- Warm inbound referrals and digital marketing support provided

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

- Full paraplanning and compliance support

WHAT YOU WILL BE DOING

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

Required:

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

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

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

- Confident in new client acquisition through referrals and professional networks

- Entrepreneurial mindset balanced with appreciation for structure and support

Desirable:

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

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

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

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

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

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

What you'll be doing

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

What you'll need

Essential:

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

What's on offer

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

Location: Enderby, Leicester (office-based, hybrid working after initial training) Salary: £33,000 – £35,000 + discretionary bonus 

The opportunity

This is a genuine development role with one of the Midlands' most respected wealth management firms — a Chartered business managing over £1.1bn for high-net-worth clients, and a four-time winner of Professional Adviser's "Best Financial Advisers to Work For" award.

You'll join a well-resourced paraplanning team, reporting to the Head of Paraplanning, and take ownership of advice cases from the point of new client engagement right through to handover. It's the ideal step for someone with strong financial services administration experience who has completed (or is close to completing) their Level 4 Diploma and wants a structured route into paraplanning — with real career progression beyond it, including the potential for future equity ownership.

What you'll be doing

• Owning new advice cases end to end, working closely with Financial Planners, Client Managers and the wider team
• Preparing initial meeting packs — letters of authority, fact finds, risk profiling and client agreements
• Acting as a key point of contact for clients through the initial advice process
• Investigating and recording details of existing arrangements, chasing providers and keeping planners and clients updated
• Obtaining illustrations for pensions, investments and annuities
• Preparing FCA-compliant suitability reports and cash flow reports that clients can actually understand
• Completing thorough handovers to the Client Management team once advice is agreed

You'll work with systems including Intelliflo, Virtual Cabinet and Moneyinfo, with full training provided.

What we're looking for

• Level 4 CII Diploma in Financial Planning (or equivalent experience)
• A minimum of 2 years' experience in a financial services administration role
• Sound knowledge of pension, investment and protection products
• Awareness of FCA conduct rules, AML and data protection requirements
• Excellent written and verbal communication, accuracy and time management

A finance, economics or business degree and experience with Intelliflo or similar back-office systems would be an advantage, but neither is essential.

What's on offer

• £33,000 – £35,000 depending on qualifications and experience
• Discretionary bonus
• 5% employer pension contribution, rising with service, with salary sacrifice available
• 4x salary life assurance
• 24 days' holiday plus bank holidays, rising with service
• Health cash plan and free parking
• Hybrid working once initial training is complete
• Full support for professional qualifications, in a firm that promotes from within

Leeds | £35,000 - £40,000 + Structured Training + Mentoring + Genuine Career Progression

Are you ambitious, commercially minded and looking to build a long-term career in financial advice?

We're recruiting on behalf of one of Yorkshire's leading wealth management firms. With an established client base, a highly experienced advisory team and a genuine commitment to developing future talent, this is an exceptional opportunity to become a Financial Adviser through a fully supported training programme.

This isn't a role where you'll spend years waiting for an opportunity. You'll receive structured mentoring, professional development and hands-on client exposure from the very beginning, giving you everything you need to build a successful career in wealth management.

The Opportunity

Working alongside experienced Financial Advisers, you'll develop the technical knowledge, client relationship skills and commercial awareness needed to become a trusted adviser.

You'll follow a structured development programme designed to help you achieve Competent Adviser Status (CAS), while gaining practical experience through client meetings, financial planning discussions and ongoing mentoring.

As your experience grows, you'll begin taking responsibility for your own clients while continuing to build your own portfolio.

What You'll Be Doing

• Attend client meetings alongside experienced advisers

• Learn how to deliver holistic financial planning advice

• Work towards Competent Adviser Status (CAS)

• Study towards your Level 4 Diploma (if not already achieved)

• Build lasting relationships with clients

• Manage client reviews and maintain accurate records

• Develop into a confident, client-facing Financial Adviser

Who We're Looking For

We're looking for attitude and potential above everything else.

You don't need to be an experienced Financial Adviser. We're keen to speak with ambitious people who enjoy working with clients, have strong communication skills and want to build a long-term professional career.

Successful candidates could come from backgrounds such as:

• Recruitment

• Estate Agency

• Banking

• Wealth Management Support

• Paraplanning

• Business Development

• Hospitality Management

• Retail Management

• Customer Relationship Management

You'll ideally be:

• A confident communicator

• Naturally organised

• Driven to succeed

• Commercially aware

• Comfortable building relationships

• Resilient and hardworking

• Willing to study and develop professionally

• Looking for a long-term career rather than just another job

What's on Offer

• £35,000-£40,000 starting salary

• Fully supported adviser training programme

• Structured mentoring from experienced advisers

• Support towards professional qualifications

• Early exposure to client meetings

• Existing clients to inherit as your career develops

• Flexible working arrangements

• Genuine long-term career progression

• Future opportunity to progress into senior leadership and potential equity participation

Why Apply?

This is a rare opportunity to join an established wealth management business that genuinely invests in developing its people.

You'll receive the training, mentoring and client exposure needed to accelerate your career, while working alongside experienced professionals in a supportive, high-performing environment.

If you're motivated, enjoy working with people and want to build a rewarding career in financial advice, we'd love to hear from you.

Up to £75,000 basic + OTE · London and hybrid 

This is an opportunity for an experienced financial services BDM who has mastered the consultative sale, learned to earn the trust of senior decision-makers, and knows how to make a business owner care about something complex — and who is now ready for a fresh challenge selling something genuinely impactful to ambitious, innovative companies.

The opportunity

As the UK's most trusted incentives and reliefs specialist, the firm combines deep tax expertise with real industry insight to unlock opportunities for its clients. It helps innovative businesses cut through complexity and secure valuable funding through R&D tax relief, Patent Box, grants, capital allowances and more.

The business is hiring a Business Development Manager – Innovation to take its holistic approach to a new audience of prospects, while ensuring existing clients are getting maximum value from the full suite of services. The successful candidate will drive revenue growth by identifying, securing and developing new business across R&D tax services and the wider innovation incentives portfolio — and build lasting commercial relationships by turning complex frameworks into compelling, credible value propositions.

Why this is the right move for a financial services BDM

Everything built in FS sales transfers directly:

• They already sell complexity. Translating intricate financial products into clear client value is exactly what wins here.
• They open doors at the top. Establishing rapport with senior stakeholders and business owners is the day job.
• They run a structured cycle. Sourcing cold opportunities, cross-selling and converting through a defined BD process is familiar territory.
• What changes is the product — and it's a good one. Helping innovative UK businesses access funding they've earned is a sale to feel good about.

The role

• Proactively sourcing and securing new business across the innovation incentives portfolio
• Building and nurturing a consistent, high-quality pipeline
• Cross-selling the full suite of reliefs to new and existing clients
• Developing fresh 'hooks' and approaches to demonstrate value to senior decision-makers
• Working closely with technical, marketing and leadership teams to convert and deliver

The ideal candidate

• Has a proven track record in B2B sales, consultancy or business development — ideally in a professional or financial services context, or with SaaS / service-based sales
• Is confident building rapport and credibility with senior stakeholders
• Has the commercial instinct to communicate the value of innovation incentives with clarity
• Is driven by pipeline creation, strong conversion and sustained client impact
• Works collaboratively across technical, marketing and leadership teams

What's on offer

• Up to £75,000 basic salary + OTE
• hybrid working 3 days in the office and 2 from home 

Leeds | Full-time, office-based | Starting salary up to £35,000  + full training pathway

Our client is a long-established, family-run wealth management practice with offices in Leeds. Led by its founder alongside the second generation of the family, the firm looks after time-poor professionals, business owners and families, from the Dales farmer to the city businessman.

The numbers tell you what the culture is like: client retention above 99% and funds under management in excess of £500 million. Clients don't stay with a firm for decades because of clever products. They stay because someone took the time to understand them, explained complex things calmly and clearly, and kept showing up. That's the craft you'll be learning here.

You'll work directly alongside the firm's Principals and Business Development Manager — not filed away in a back office — supporting both existing client relationships and new client enquiries.

Day to day, that means:

• Sitting in on client meetings with the Principals, watching how experienced advisers take a client through a journey — from "I don't really understand my finances" to a clear, confident plan for their future
• Working with the Business Development Manager to engage new prospective clients and prepare for first meetings
• Supporting reviews and ongoing planning for existing clients across retirement, investment, protection, Inheritance Tax and business planning
• Gradually taking ownership of conversations yourself as your knowledge and confidence build

The firm's whole approach is built on communication: direct yet reassuring, tailored to what actually matters to each client. Your development here is as much about soft skills — listening, questioning, explaining, guiding — as it is about technical knowledge. You'll learn how to help a client genuinely understand their finances, not just present them with a report.

The development path

• Structured route towards full adviser status, with study support for your professional qualifications
• Daily exposure to Principals with decades of advice experience and deep, long-standing client relationships
• A genuine progression story: this firm develops its own people rather than buying in advisers
• The variety of a two-office practice serving everyone from business owners and senior executives to farming families

Who this suits

You don't need advice experience. You do need:

• A genuine interest in financial planning and in people — you find other people's lives and goals interesting
• Strong communication instincts: warm, clear, unflustered
• The work ethic to study for qualifications while learning on the job
• Ideally, some client-facing experience (financial services, professional services, or quality client service of any kind)

Why here rather than a big national?

Because in a family firm of this size, you're visible. The people training you are the people whose names are on the door. Your progress isn't a line on a spreadsheet in another city — it's noticed, invested in, and rewarded. And you'll learn advice the way it should be done: patiently, personally, and for the long term.

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

Reading (one day per week in the office) | Circa £90,000 + discretionary bonus + full benefits

There are advice roles, and then there are opportunities like this one.

A long-standing Adviser at one of the UK's leading independent wealth management firms is preparing for a well-earned retirement — and the firm is looking for an experienced Financial Planner to step into those relationships and carry them forward.

This is not a business development role. The clients are already here: high-net-worth individuals and families with established, ongoing planning needs. Your job is to become genuinely intertwined in their financial lives — to earn their trust through a careful handover, understand what matters to them, and deliver the same standard of advice they've enjoyed for years, with your own stamp on it.

If you're a relationship-led planner who takes pride in the depth of your client work rather than the size of your pipeline, this will suit you perfectly.

What you'll be doing

• Managing a warm, established book of high-net-worth clients transitioning from a retiring Adviser, with a structured, supported handover
• Building deep, personal relationships — regular reviews, proactive planning conversations, and being the trusted first call for anything financial
• Delivering holistic financial planning across pensions and retirement, investments, IHT and estate planning, and protection
• Working closely with an experienced paraplanning and administration team who keep the advice journey smooth and compliant
• Collaborating with professional partners — private client lawyers, accountants and tax advisers — where clients' affairs demand it

Why this firm

• Genuine independence. No in-house products, no restricted panels. Advisers are given the freedom, knowledge and resources to recommend whatever is best for each client.
• A partnership-led culture. Ambitious, positive, like-minded people who believe there's something better than the traditional model of financial advice — and have built an award-winning firm proving it.
• Technology that gives you time back. Pioneering digital onboarding, a client-led portal, automated ongoing suitability and enhanced reporting — all designed to maximise your time in front of clients, not paperwork.
• Room to thrive. Structured support for qualifications and ongoing development, with informal learning sessions running throughout the year.

The package

• Circa £90,000 basic, benchmarked annually
• Discretionary bonus based on individual and firm performance
• Hybrid working — just one day per week in the Reading office
• 27 days' holiday plus bank holidays
• Employer-funded health cover, income protection and 4x life assurance
• Pension via salary exchange
• Enhanced parental leave, fertility leave, volunteer leave and an employee assistance programme

Who we're looking for

• An experienced, Diploma-qualified (or Chartered) Financial Planner with a track record of advising high-net-worth clients
• Someone who excels at relationship management — warm, credible and genuinely curious about clients' lives, not just their portfolios
• Experience of inheriting or transitioning a client bank would be a real advantage, though it isn't essential
• Comfortable working with autonomy, with the judgement to know when to draw on the wider team

Birmingham | Hybrid Working (3 Days Office / 2 Days Home) | Up to £50,000 + Excellent Benefits

Are you a Level 4 qualified Paraplanner looking to join a modern, client-focused wealth management firm where your technical expertise is genuinely valued?

We're seeking an experienced Paraplanner to play a key role within a collaborative financial planning team, supporting advisers in delivering high-quality financial advice to individuals and families.

Offering a competitive salary of up to £50,000, hybrid working, and genuine career progression, this is an excellent opportunity to join a growing and supportive business.

The Role

Working closely with Financial Advisers, you'll be responsible for providing first-class technical support throughout the advice process.

Your responsibilities will include:

• Preparing detailed and compliant suitability reports

• Conducting technical research across pensions, investments and protection

• Cashflow modelling and financial planning analysis

• Product and provider comparisons

• Supporting advisers with complex planning cases

• Liaising with providers, advisers and administration teams

• Ensuring all work meets FCA compliance standards

What We're Looking For

• Level 4 Diploma in Financial Planning (essential)

• Previous paraplanning experience within an IFA or wealth management firm

• Strong technical knowledge across pensions, investments and protection

• Excellent report writing and research skills

• High attention to detail

• Strong organisational and communication skills

• Experience using industry back-office systems and cashflow modelling software is advantageous

What's on Offer

• Salary up to £50,000

• Hybrid working – 3 days in the Birmingham office and 2 days working from home

• Company pension

• Generous holiday allowance

• Ongoing professional development and support towards further qualifications

• Clear opportunities for career progression

• Friendly, collaborative and supportive working environment

If you're an ambitious paraplanner looking to join a business that values technical excellence and offers a fantastic work-life balance, we'd love to hear from you.

Apply today for a confidential conversation.

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

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

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

Wimborne

Salary up to £50,000 + Recurring Income Bonus

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

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

What’s on Offer

Immediate Recurring Income

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

High-Quality Client Base

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

Professional Introducers

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

Outstanding Earnings Potential

Base salary up to £50,000

£40,000+ recurring income from the existing book

Six-figure earning potential as you grow the portfolio

Full Support Structure

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

Client-First Culture

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

The Role

Manage and nurture an established portfolio of loyal clients

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

Meet referred clients and convert introductions into lasting relationships

Conduct structured reviews and identify ongoing planning opportunities

Collaborate with an experienced and supportive adviser team

About You

Diploma (Level 4) qualified in Financial Planning

Experience within an IFA or Wealth Management environment

Strong relationship-building and communication skills

Commercially minded, with the ambition to grow income and reputation

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

Working pattern: Hybrid — office and client based

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

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

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

WHAT YOU WILL BE DOING

New business development:

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

 Advice and client management:

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

WHAT YOU WILL NEED

Required:

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

WHAT THE FIRM PROVIDES

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

Do you want to focus on delivering great advice — without the constant pressure of self-generating business?

A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings.

This role is ideal for an adviser who wants to grow a client bank — backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support — while earning an employed salary with realistic six-figure potential.

The starting salary is up to £80,000 (OTE £100,000)

Are you CAS achieved but frustrated by the lack of quality leads and real support?

Why This Role Stands Out

• 40–50 existing clients introduced, each with £500,000+ AUM — providing a strong foundation from day one
• Ongoing high-quality, pre-qualified leads provided
• Referrals coming directly into the branch
• Opportunities to participate in business seminars and client events
• Independent, whole-of-market advice model
• Backed by one of the UK’s largest Chartered financial planning operations
• Hybrid working with flexibility
• This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow — not chase.

The Opportunity

• Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection)
• Conduct detailed fact-finds and build tailored financial strategies
• Convert qualified leads into long-term client relationships
• Grow your client bank through warm referrals and structured lead flow
• Continue your professional development within a structured, supportive environment

Who This Would Suit

• Level 4 Diploma qualified (CII, CISI or equivalent)
• CAS achieved
• Experience in financial planning / IFA / wealth management
• Strong in first meetings and relationship building

Earnings & Structure

• Base Salary: Up to £80,000 (dependent on experience)
• Bonus: Up to 25% of base salary based on recurring advice fees
• Validation: 1.25× salary
• Realistic OTE: £120,000+

Up to £65,000 basic + OTE · Bristol and hybrid 

This is an opportunity for an experienced financial services BDM who has mastered the consultative sale, learned to earn the trust of senior decision-makers, and knows how to make a business owner care about something complex — and who is now ready for a fresh challenge selling something genuinely impactful to ambitious, innovative companies.

The opportunity

As the UK's most trusted incentives and reliefs specialist, the firm combines deep tax expertise with real industry insight to unlock opportunities for its clients. It helps innovative businesses cut through complexity and secure valuable funding through R&D tax relief, Patent Box, grants, capital allowances and more.

The business is hiring a Business Development Manager – Innovation to take its holistic approach to a new audience of prospects, while ensuring existing clients are getting maximum value from the full suite of services. The successful candidate will drive revenue growth by identifying, securing and developing new business across R&D tax services and the wider innovation incentives portfolio — and build lasting commercial relationships by turning complex frameworks into compelling, credible value propositions.

Why this is the right move for a financial services BDM

Everything built in FS sales transfers directly:

• They already sell complexity. Translating intricate financial products into clear client value is exactly what wins here.
• They open doors at the top. Establishing rapport with senior stakeholders and business owners is the day job.
• They run a structured cycle. Sourcing cold opportunities, cross-selling and converting through a defined BD process is familiar territory.
• What changes is the product — and it's a good one. Helping innovative UK businesses access funding they've earned is a sale to feel good about.

The role

• Proactively sourcing and securing new business across the innovation incentives portfolio
• Building and nurturing a consistent, high-quality pipeline
• Cross-selling the full suite of reliefs to new and existing clients
• Developing fresh 'hooks' and approaches to demonstrate value to senior decision-makers
• Working closely with technical, marketing and leadership teams to convert and deliver

The ideal candidate

• Has a proven track record in B2B sales, consultancy or business development — ideally in a professional or financial services context, or with SaaS / service-based sales
• Is confident building rapport and credibility with senior stakeholders
• Has the commercial instinct to communicate the value of innovation incentives with clarity
• Is driven by pipeline creation, strong conversion and sustained client impact
• Works collaboratively across technical, marketing and leadership teams

What's on offer

• Up to £65,000 basic salary + OTE
• hybrid working 3 days in the office and 2 from home 

The firm has been advising high-net-worth private clients since 1983, has grown entirely through client referral and retention, and now manages in excess of £1 billion of client assets.

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

WHAT YOU WILL BE DOING

• Preparing suitability reports across a range of advice areas including pensions, investments, and protection, with senior review and support
• 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
• Producing cash flow reports for Financial Planners to support the client planning process
• Developing your technical knowledge alongside your funded Diploma studies

WHAT YOU WILL NEED

• Experience working in a paraplanning or advice support role within a regulated financial services environment
• Commitment to completing the Diploma in Financial Planning (existing R0 passes an advantage)
• Good working knowledge of pension, investment, and protection products
• Strong attention to detail and written communication skills

STUDY SUPPORT

• Full funding of the Diploma in Financial Planning, including exam fees and study materials
• Clear progression to a fully qualified Paraplanner role on completion

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

Independent, Manager-Owned IFA Firm | Whole of Market 

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

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

About the Firm

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

The Opportunity

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

What You'll Do

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

Why This Role Stands Out

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

What We're Looking For

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

Are you ready to elevate your career with a thriving, independent Chartered Financial Practice in Yorkshire? The team have been serving their local community for over 20 years, managing £300 million in assets. Following a recent restructuring, they are embarking on an ambitious growth strategy over the next 5 years and we want you to be part of our success story.

As a Financial Adviser you will be tasked with growing an existing client bank of HNW clients across the region of circa £15Million AUM. You will play a key role in driving the firm's growth strategy, working closely with the senior management team to onboard new clients.

Starting salary: £40,000 - £50,000 + Bonus (earn money on everything written no validation)

Why Join Us?

• Be part of a dynamic team: The team believe in diversity and supporting each other and there is a genuine desire from the management team to develop their staff and enrich their lives
• Flexible working environment: Enjoy a hybrid role with no mandated office days—balance office time, client meetings, and working from home.
• Support for your growth: Whether you’re already Chartered or working towards it, we’re here to support your professional development.
• Exceptional earning potential: Total compensation potential of £60,000–£70,000 per year based on targets being hit.

About the Role

• Building and nurturing client relationships through exceptional service and trust-building.
• Converting leads from professional introducers and online enquires (64% conversion rate)
• Generating referrals by networking with accountants, solicitors, and other professionals.
• Providing expert financial advice tailored to individual client needs.
• Combining new client acquisition with managing existing client portfolios.
• Receive 1-2-1 support from a qualified Paraplanner so you can fucus on budling relationship with existing and new customers

What We’re Looking For

• Proven financial advisory experience, with strong consultancy sales and relationship-building skills.
• A commitment to achieving Chartered status, Level 4 Diploma completed 
• A passion for delivering exceptional client outcomes and driving new business growth.

Why We’re Different

We’re not just hiring employees—we’re looking for partners who share our vision. We’re committed to fostering a supportive, collaborative, and inclusive environment where you can thrive.

Next Steps

Ready to take the next step in your career with a forward-thinking, community-focused firm? Apply today and be part of our ambitious journey.

If you have any questions, don’t hesitate to get in touch. We’re excited to hear from you!

Join a Chartered Firm Where Your Success is Backed by £15M AUM and a Vision for Expansion

Are you a driven Financial Adviser who thrives on relationship-building and wants to hit the ground running with an existing client base? Join a respected, independent Chartered Financial Planning firm based in Yorkshire, managing over £300 million in assets and serving the community for over two decades.

As part of our exciting 5-year growth strategy, we’re offering a rare opportunity to take ownership of a client portfolio worth c.£15 million AUM—and the support and structure to grow it even further.

Starting salary: £40,000 - £50,000 + Bonus (earn bonus on everything written no validation)

Why This Role is a Game-Changer:

• Start with Substance – You’ll inherit an active client bank, providing an immediate platform to engage and build long-term relationships.
• Growth Without the Grind – Benefit from high-converting leads (64% from online enquiries and introducers) and a business model that rewards proactive networking and relationship development.
• Support that Frees You to Advise – Work from home, visit the office just once a month, and enjoy hands-on support from a qualified Paraplanner—so you can focus on your clients, not admin.
• Career Progression – Whether you’re on the road to Chartered or already there, your development is our priority. Expect real investment in your future.

What You’ll Be Doing

• Grow and nurture your assigned client bank through exceptional service and advice.
• Convert warm leads from introducers, professional partners, and digital channels.
• Build new connections by networking with solicitors, accountants, and other professionals.
• Deliver tailored advice across pensions, investments, protection, and estate planning.
• Manage and expand client portfolios, working closely with our paraplanning and admin teams.

What We’re Looking For

• Diploma-qualified (minimum Level 4) Financial Adviser with proven client-facing experience.
• A natural relationship builder who enjoys growing a book and developing new business.
• Working towards Chartered status (or already qualified).
• Someone who thrives in a flexible, supportive environment.

Join a Chartered Firm Where Your Success is Backed by £15M AUM and a Vision for Expansion

Are you a driven Financial Adviser who thrives on relationship-building and wants to hit the ground running with an existing client base? Join a respected, independent Chartered Financial Planning firm based in Yorkshire, managing over £300 million in assets and serving the community for over two decades.

As part of our exciting 5-year growth strategy, we’re offering a rare opportunity to take ownership of a client portfolio worth c.£15 million AUM—and the support and structure to grow it even further.

Starting salary: £40,000 - £50,000 + Bonus (earn bonus on everything written no validation)

Why This Role is a Game-Changer:

• Start with Substance – You’ll inherit an active client bank, providing an immediate platform to engage and build long-term relationships.
• Growth Without the Grind – Benefit from high-converting leads (64% from online enquiries and introducers) and a business model that rewards proactive networking and relationship development.
• Support that Frees You to Advise – Work from home, visit the office just once a month, and enjoy hands-on support from a qualified Paraplanner—so you can focus on your clients, not admin.
• Career Progression – Whether you’re on the road to Chartered or already there, your development is our priority. Expect real investment in your future.

What You’ll Be Doing

• Grow and nurture your assigned client bank through exceptional service and advice.
• Convert warm leads from introducers, professional partners, and digital channels.
• Build new connections by networking with solicitors, accountants, and other professionals.
• Deliver tailored advice across pensions, investments, protection, and estate planning.
• Manage and expand client portfolios, working closely with our paraplanning and admin teams.

What We’re Looking For

• Diploma-qualified (minimum Level 4) Financial Adviser with proven client-facing experience.
• A natural relationship builder who enjoys growing a book and developing new business.
• Working towards Chartered status (or already qualified).
• Someone who thrives in a flexible, supportive environment.

Join a Chartered Firm Where Your Success is Backed by £15M AUM and a Vision for Expansion

Are you a driven Financial Adviser who thrives on relationship-building and wants to hit the ground running with an existing client base? Join a respected, independent Chartered Financial Planning firm based in Yorkshire, managing over £300 million in assets and serving the community for over two decades.

As part of our exciting 5-year growth strategy, we’re offering a rare opportunity to take ownership of a client portfolio worth c.£15 million AUM—and the support and structure to grow it even further.

Starting salary: £40,000 - £50,000 + Bonus (earn bonus on everything written no validation)

Why This Role is a Game-Changer:

• Start with Substance – You’ll inherit an active client bank, providing an immediate platform to engage and build long-term relationships.
• Growth Without the Grind – Benefit from high-converting leads (64% from online enquiries and introducers) and a business model that rewards proactive networking and relationship development.
• Support that Frees You to Advise – Work from home, visit the office just once a month, and enjoy hands-on support from a qualified Paraplanner—so you can focus on your clients, not admin.
• Career Progression – Whether you’re on the road to Chartered or already there, your development is our priority. Expect real investment in your future.

What You’ll Be Doing

• Grow and nurture your assigned client bank through exceptional service and advice.
• Convert warm leads from introducers, professional partners, and digital channels.
• Build new connections by networking with solicitors, accountants, and other professionals.
• Deliver tailored advice across pensions, investments, protection, and estate planning.
• Manage and expand client portfolios, working closely with our paraplanning and admin teams.

What We’re Looking For

• Diploma-qualified (minimum Level 4) Financial Adviser with proven client-facing experience.
• A natural relationship builder who enjoys growing a book and developing new business.
• Working towards Chartered status (or already qualified).
• Someone who thrives in a flexible, supportive environment.

Join a Chartered Firm Where Your Success is Backed by £15M AUM and a Vision for Expansion

Are you a driven Financial Adviser who thrives on relationship-building and wants to hit the ground running with an existing client base? Join a respected, independent Chartered Financial Planning firm based in Yorkshire, managing over £300 million in assets and serving the community for over two decades.

As part of our exciting 5-year growth strategy, we’re offering a rare opportunity to take ownership of a client portfolio worth c.£15 million AUM—and the support and structure to grow it even further.

Starting salary: £40,000 - £50,000 + Bonus (no validation target earn bonus on everything you write)

Why This Role is a Game-Changer:

• Start with Substance – You’ll inherit an active client bank, providing an immediate platform to engage and build long-term relationships.
• Growth Without the Grind – Benefit from high-converting leads (64% from online enquiries and introducers) and a business model that rewards proactive networking and relationship development.
• Support that Frees You to Advise – Work from home, visit the office just once a month, and enjoy hands-on support from a qualified Paraplanner—so you can focus on your clients, not admin.
• Career Progression – Whether you’re on the road to Chartered or already there, your development is our priority. Expect real investment in your future.

What You’ll Be Doing

• Grow and nurture your assigned client bank through exceptional service and advice.
• Convert warm leads from introducers, professional partners, and digital channels.
• Build new connections by networking with solicitors, accountants, and other professionals.
• Deliver tailored advice across pensions, investments, protection, and estate planning.
• Manage and expand client portfolios, working closely with our paraplanning and admin teams.

What We’re Looking For

• Diploma-qualified (minimum Level 4) Financial Adviser with proven client-facing experience.
• A natural relationship builder who enjoys growing a book and developing new business.
• Working towards Chartered status (or already qualified).
• Someone who thrives in a flexible, supportive environment.

Are you ready to take the next step in your financial planning journey? This exciting opportunity is perfect for a Paraplanner with ambition, drive, and a passion for helping clients achieve financial security. This is more than just a stepping stone — it’s your launchpad into a successful career as a fully-fledged Financial Adviser.

Why This Role Stands Out

This role offers a unique blend of hands-on Paraplanning responsibilities and a structured, well-supported route into client-facing financial advice. You’ll be immersed in every stage of the advice process — from research and suitability reporting to provider submissions — while following a tailored development plan to become a qualified Financial Planner.

You'll be working alongside an experienced team that believes in collaboration, integrity, and delivering exceptional outcomes for clients. If you're hungry for progression and want to work in a firm that actively invests in your long-term success, this is the opportunity you’ve been waiting for.

What’s in It for You

Salary: £31,000 to £41,000 per annum, based on experience and qualifications

Flexi-working & home working options

Bonus scheme

Full financial support for exams and materials (including AF5 and beyond)

Private Medical Insurance, Critical Illness & Life Cover

Pension Scheme

Enhanced maternity/paternity pay

Christmas shutdown

Cycle to Work Scheme

Gym discounts & KP Golf Club membership

Modern office facilities with free parking & showers

Team socials, volunteering days & wellbeing initiatives

Your Role: Key Responsibilities

While initially focused on Paraplanning, you will progressively take on more client-facing responsibilities, including:

Writing suitability reports and financial planning documents

Conducting research and calculations to support client recommendations

Ensuring all documentation is compliant and technically accurate

Liaising with providers to obtain illustrations, valuations, and policy details

Submitting new business efficiently and within agreed timescales

Supporting colleagues and contributing to team learning and development

Following structured workflows and a CPD/T&C programme aligned with FCA expectations

Embodying Consumer Duty principles in all aspects of your work

By the end of your training journey, you’ll be positioned to advise clients independently, delivering holistic, values-driven financial planning that truly changes lives.

What We’re Looking For

Level 4 Diploma in Regulated Financial Planning (completed or near completion)

Experience in a Paraplanning role

Excellent written and verbal communication skills

Strong attention to detail and organisation

A client-first mindset and a genuine desire to make a difference

Your Future Starts Here

This is your opportunity to move beyond the back-office and into the advisory space — with mentorship, structure, and full support every step of the way. If you're a paraplanner ready for more responsibility and a path to professional fulfilment, we want to hear from you.

Apply now to begin your journey as a future Financial Planner.

Your expertise can change lives. Step into a role where your technical skill and attention to detail give families and business owners the confidence to make life-shaping decisions. Join an award-winning, Independent Chartered financial planning firm and be trusted to deliver high-quality, compliant advice—while you advance toward Chartered status with full financial support, coaching, and recognition.

Your impact and progression Picture the pride of being the technical expert advisers rely on—the person whose carefully constructed advice helps clients sleep at night, retire with certainty, and grow their businesses safely. You’ll build authority, earn trust, and see the direct impact of your work every day.

• Job title: Paraplanner (Regulated Financial Planning)
• Salary: Up to £42,000 (DOE) + Bonus Scheme
• Location: Hessle, Yorkshire
• Work pattern: Hybrid and flexible working available

Why this opportunity stands out

• Authority that elevates you: Work within an Independent Chartered Financial Planning practice—the profession’s gold standard—renowned for tailored, compliant advice. Partner daily with experienced Chartered Financial Planners and operate in a culture that prioritises technical excellence and ethics.
• Social proof you can be proud of: Our reputation is built on award-winning advice, referrals, and long-term client relationships. Your work will be visible, valued, and celebrated in a firm clients actively choose and recommend.
• Reciprocal growth: We invest in you as you invest in our clients—paid study, memberships, training allowance, and a structured pathway to Chartered status. Expect mentorship, time to learn, and recognition for doing things right.

What you’ll do

• Craft clear, accurate suitability reports and advice that inspire confidence, protect clients, and drive measurable outcomes.
• Conduct robust research and prepare recommendations across investments, pensions, protection, and tax-efficient planning.
• Own end-to-end compliance, quality control, and documentation—ensuring every file stands up to scrutiny and reflects best practice.
• Support advisers through the full client journey—fact-find, strategy, implementation, and ongoing reviews—becoming their trusted technical partner.
• Stay ahead of regulatory changes and emerging best practice, safeguarding clients and strengthening the firm’s reputation.

What you’ll bring

• Progress toward (or achievement of) the Level 4 Diploma in Regulated Financial Planning.
• Proven paraplanning experience within financial services/IFA/wealth management.
• Strong technical knowledge of financial planning, tax, and compliance, with a passion for precision and clarity.
• A proactive, collaborative mindset with the confidence to take ownership, meet deadlines, and elevate the quality of advice.

Benefits you’ll love

• Hybrid and flexible working options
• Bonus Scheme recognising and rewarding high performance
• Full financial support for further qualifications—progress confidently toward Chartered status
• Private Medical Insurance, Pension, and Death in Service
• Enhanced Maternity/Paternity Pay
• Paid Professional Memberships and Training Allowance
• Corporate Gym Discounts, Cycle-to-Work Scheme, and wellbeing initiatives
• Regular social events and team-building days

How to apply If you’re a detail-driven Paraplanner ready to do your best work and advance your career, apply now. We’re reviewing applications as they arrive and scheduling interviews quickly. With one opening and strong interest, the role will close as soon as it’s filled—don’t wait to step into a high-trust, high-growth environment in Hessle.

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

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

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

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

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

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

Key responsibilities:

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

What we’re looking for:

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

About the company:

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

Interested?

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

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

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

Salary up to £40,000 

Key responsibilities include:

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

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

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

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

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

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

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

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

Responsibilities include:

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

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

About the Candidate

The firm is keen to speak with paraplanners who have:

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

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

Are you an experienced Paraplanner seeking a role where your expertise is valued and rewarded? A well-established Wealth Management firm is offering an exciting opportunity to join their team as a Paraplanner, providing tailored financial planning solutions that truly make a difference in clients’ lives. With a salary of up to £50,000, this role combines professional growth with the chance to work within a firm renowned for its collaborative and client-focused ethos. on offer is also hybrid working arrangements 3 dasy in the office and 2 from home 

Why This Firm?

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

What’s on Offer?

• Attractive Compensation: A competitive salary of up to £50,000, reflecting your skills and experience.
• Career Development: Support to expand your expertise, including opportunities to further professional qualifications.
• Work-Life Balance: Flexible hybrid working options to fit your needs.
• Comprehensive Benefits:
  • Generous holiday allowance to recharge and relax.
  • Pension scheme and life assurance.
  • Access to employee wellbeing initiatives and team-building events.

Your Role as a Paraplanner

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

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

Who We’re Looking For

The ideal candidate will have:

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

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

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

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

As a Financial Advisor, you will be responsible for:

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

Your initial focus will be on:

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

Candidate Profile

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

Compensation & Benefits

Base salary: £55,000 – £65,000

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

New business bonus:

10% of first £60,000

20% of £60,000 – £90,000

30% of £90,000 – £120,000

50% of earnings above £120,000

Why Join?

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

Shape the Future of Complex Financial Planning

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

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

Why This Opportunity?

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

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

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

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

Key Responsibilities:

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

Write clear, accurate, and compliant suitability reports

Collaborate closely with Financial Planners to deliver tailored client solutions

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

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

Stay informed on regulatory updates and industry trends

What You’ll Bring:

Diploma in Regulated Financial Planning (DipPFS) – essential

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

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

Skilled in research and report writing with exceptional attention to detail

Strong communication and team collaboration skills

Ready to Take the Next Step?

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

We're working with one of the South-East's largest and fastest-growing independent financial planning firms — managing well over £1bn of client assets with a team of 100+ — to appoint an experienced Paraplanner providing end-to-end technical support to advisers across the full client lifecycle.

The firm:
Established for over 30 years, this business has scaled through organic growth and considered acquisition while keeping the culture of a values-led local firm. Transparency, honesty, fair dealing and respect genuinely underpin how it operates, and it plays a visible role in its local community, supporting arts venues, special-needs education and children's charities. With long-term investment backing and ambitious growth plans, it invests properly in its people — structured progression, and full support towards Chartered status.

The role:

• Producing suitability reports, annual review reports and portfolio reports via Intelligent Office
• Conducting technical research, analysis and illustrations to support advice
• Running cashflow analysis, risk profiling and investment analysis
• Acting as the main point of contact between providers and advisers on transfers, new business and policy administration
• Supporting HNW clients and attending client meetings alongside advisers
• Liaising with compliance and ensuring fees and commissions are accurately maintained

What we're looking for:

• Experince Paraplanning 
• Level 4 Diploma qualified (CISI Level 4 / DipPP) 
• Experience with Intelligent Office desirable
• Excellent report writing, research and analytical skills
• A structured, process-driven approach with strong attention to detail
• Confident client communicator, comfortable managing correspondence and building trusted relationships

What's on offer:

• Salary up to £54,000, depending on experience and qualifications.

• Fully funded pathway to Diploma, Chartered, or Adviser roles.

• Clearly mapped career framework with regular reviews and mentoring.

• Hybrid working options 3 days in the office and 2 days from home 

• Supportive, team-oriented culture with access to complex client work.

• Be part of a firm that grows talent from within – many current Advisers began in Paraplanning.

We're working with one of the South-East's largest and fastest-growing independent financial planning firms — managing well over £1bn of client assets with a team of 100+ — to appoint an experienced Paraplanner providing end-to-end technical support to advisers across the full client lifecycle.

The firm:
Established for over 30 years, this business has scaled through organic growth and considered acquisition while keeping the culture of a values-led local firm. Transparency, honesty, fair dealing and respect genuinely underpin how it operates, and it plays a visible role in its local community, supporting arts venues, special-needs education and children's charities. With long-term investment backing and ambitious growth plans, it invests properly in its people — structured progression, and full support towards Chartered status.

The role:

• Producing suitability reports, annual review reports and portfolio reports via Intelligent Office
• Conducting technical research, analysis and illustrations to support advice
• Running cashflow analysis, risk profiling and investment analysis
• Acting as the main point of contact between providers and advisers on transfers, new business and policy administration
• Supporting HNW clients and attending client meetings alongside advisers
• Liaising with compliance and ensuring fees and commissions are accurately maintained

What we're looking for:

• Experince Paraplanning 
• Level 4 Diploma qualified (CISI Level 4 / DipPP) 
• Experience with Intelligent Office desirable
• Excellent report writing, research and analytical skills
• A structured, process-driven approach with strong attention to detail
• Confident client communicator, comfortable managing correspondence and building trusted relationships

What's on offer:

• Salary up to £54,000, depending on experience and qualifications.

• Fully funded pathway to Diploma, Chartered, or Adviser roles.

• Clearly mapped career framework with regular reviews and mentoring.

• Hybrid working options 3 days in the office and 2 days from home 

• Supportive, team-oriented culture with access to complex client work.

• Be part of a firm that grows talent from within – many current Advisers began in Paraplanning.

We're working with one of the South-East's largest and fastest-growing independent financial planning firms — managing well over £1bn of client assets with a team of 100+ — to appoint an experienced Paraplanner providing end-to-end technical support to advisers across the full client lifecycle.

The firm:
Established for over 30 years, this business has scaled through organic growth and considered acquisition while keeping the culture of a values-led local firm. Transparency, honesty, fair dealing and respect genuinely underpin how it operates, and it plays a visible role in its local community, supporting arts venues, special-needs education and children's charities. With long-term investment backing and ambitious growth plans, it invests properly in its people — structured progression, and full support towards Chartered status.

The role:

• Producing suitability reports, annual review reports and portfolio reports via Intelligent Office
• Conducting technical research, analysis and illustrations to support advice
• Running cashflow analysis, risk profiling and investment analysis
• Acting as the main point of contact between providers and advisers on transfers, new business and policy administration
• Supporting HNW clients and attending client meetings alongside advisers
• Liaising with compliance and ensuring fees and commissions are accurately maintained

What we're looking for:

• Experince Paraplanning 
• Level 4 Diploma qualified (CISI Level 4 / DipPP) 
• Experience with Intelligent Office desirable
• Excellent report writing, research and analytical skills
• A structured, process-driven approach with strong attention to detail
• Confident client communicator, comfortable managing correspondence and building trusted relationships

What's on offer:

• Salary up to £54,000, depending on experience and qualifications.

• Fully funded pathway to Diploma, Chartered, or Adviser roles.

• Clearly mapped career framework with regular reviews and mentoring.

• Hybrid working options 3 days in the office and 2 days from home 

• Supportive, team-oriented culture with access to complex client work.

• Be part of a firm that grows talent from within – many current Advisers began in Paraplanning.

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

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

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

WHAT YOU WILL BE DOING

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

WHAT YOU WILL NEED

• Diploma in Financial Planning (DipPFS or equivalent)
• 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

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

Salary: Up to £50,000 DOE

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

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

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

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

About the IFA firm: 

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

Key Responsibilities

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

Requirements

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

The business has spent the past two years investing in its people, infrastructure, and proposition, and is now in a strong position to scale. With increasing demand, a growing client base, and a refreshed growth strategy, they are now looking to appoint an experienced Financial Planner to support the next stage of development.

This is a newly created role, not a replacement hire.

The Opportunity

This is an excellent opportunity for an experienced Financial Planner / IFA / Wealth Manager who is motivated by new business and looking to build something long-term within a supportive, high-quality environment.

The firm offers a strong combination of warm leads, existing client opportunities, and the flexibility for individuals to bring their own clients or introducer relationships if they wish.

A key differentiator is the level of support available. The business has a dedicated, highly experienced Sales Manager whose sole focus is coaching, mentoring, and developing advisors, alongside a collaborative team culture and strong internal infrastructure.

Client allocation is structured and phased, ensuring quality of advice and long-term relationship building rather than a high-volume approach.

Responsibilities

• Build and develop a portfolio of HNW and mass affluent clients
• Generate new business through a combination of firm-provided leads, introducer relationships, and self-generated activity
• Provide holistic financial planning advice across investments, pensions, protection, and mortgages where appropriate
• Manage client relationships through high-quality, consultative meetings (typically 1–2 per day)
• Develop relationships with professionals, business owners, and London-based commuters
• Work closely with paraplanning and administrative teams to deliver strong client outcomes
• Engage with ongoing training, coaching, and performance development initiatives

Requirements

Essential:

• Level 4 Diploma qualified (or equivalent)
• Experience as a Financial Advisor / IFA / Wealth Manager
• Proven ability to generate new business
• Strong interpersonal and client relationship skills
• Commercial mindset with a focus on growth and earnings

Desirable:

• Existing client bank or introducer network
• Experience working with HNW clients and business owners
• Ambition to build a long-term career within a growing firm

Personal Attributes:

• Motivated, proactive, and growth-oriented
• Open to coaching and continuous improvement
• Professional and client-focused approach
• Looking for a long-term opportunity rather than a short-term move

Salary & Benefits

• Employed role with a flexible basic salary (tailored to the individual)
• Highly competitive bonus and commission structure
• Increased earning potential for those opting for lower basic salaries
• Year 1 OTE expected to exceed £100,000
• Uncapped earning potential beyond year one
• Full paraplanning and administrative support
• Combination of in-house and outsourced paraplanning
• Ongoing training, coaching, and development
• Structured onboarding with gradual client introduction

Working Model

• Location: Kent / South East London
• Working pattern: Primarily office-based
• Flexibility: Client-led flexibility once established in the role
• Environment: Collaborative, professional, and growth-focused

Why Apply?

This role offers the chance to join a firm that is actively growing, rather than replacing leavers or maintaining the status quo.

You will be supported by an experienced leadership team, benefit from a steady flow of opportunities, and have the autonomy to build your own client base in a structured and sustainable way.

It’s particularly well suited to advisors looking to move away from large, national firms into a more personal, boutique environment where they can genuinely shape their long-term career.

The ideal candidate will bring several years of Financial Planner experience and have a good network of clients. Chartered is preferred but not required. This is a fun team with modern offices in central London, seeking individuals that want a positive work environment and support to build their own business under a successful brand umbrella. Our client has not had an Adviser leave the business since 2000 and all advisers, within their first 18 months of joining, have earned considerably more than they have in any other practice.

What’s in it for me?

In return my client offers

• A generous, tax free draw to help you get started.  (Advisers joining this IFA are making well over £100,000+ within 18 months).
• 60-80% splits (in the Advisers favour)
• Centralised Back Office support function
• FULL ownership of client book, an opportunity to build YOUR business, with no covenant in contract
• Regular and ongoing training and development
• Use of Central London office and the flexibility to work from anywhere and manage your own schedule.

If this exciting opportunity sounds of interest please get in contact with us now! 

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

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

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

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

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

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

WHAT THE FIRST 24 MONTHS LOOK LIKE

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

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

WHAT YOU WILL BE DOING

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

WHAT YOU WILL NEED

Required:

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

Working closely with a single adviser, you will play a key role in delivering high-quality financial planning advice to clients. You will be involved at every stage of the advice journey, ensuring recommendations are technically robust, compliant, and tailored to client needs.

Salary up to £53,000 & Hybrid working, office in Horsham 

Key Responsibilities

• Work directly alongside an Adviser on their client bank and technical cases

• Undertake full scoping of advice, including fact-find analysis and identifying planning opportunities

• Conduct detailed technical research across pensions, investments, tax planning and protection

• Prepare suitability reports and technical documentation

• Analyse existing policies and provide recommendation comparisons

• Support the adviser in developing appropriate strategies for clients

• Ensure all advice documentation meets compliance and regulatory standards

• Liaise with providers and internal teams where required

Requirements

• Level 4 Diploma in Financial Planning (or equivalent)

• Proven experience in a Technical Paraplanner role

• Strong knowledge of pensions, investments, tax and retirement planning

• Experience writing detailed suitability reports

• Ability to work closely with an Adviser and manage complex cases

• Excellent analytical and organisational skills

• Strong attention to detail and compliance awareness

What’s on Offer

• Salary up to £53,000 depending on experience

• Opportunity to work closely with a dedicated Adviser on high-quality technical cases

• Involvement in the full advice process rather than just report writing

• Supportive and collaborative working environment

• Ongoing professional development

If you are a qualified paraplanner who enjoys technical work and wants to be closely involved in the advice process, we would love to hear from you.

Do you want to focus on delivering great advice — without the constant pressure of self-generating business?

A growing, independent wealth management firm is seeking an ambitious Financial Planner to join its high-quality, supportive team. This is an outstanding opportunity for a growth-minded adviser who thrives in first meetings, builds strong relationships naturally, and wants the infrastructure to genuinely scale their earnings.

This role is ideal for an adviser who wants to grow a client bank — backed by warm referrals, in-branch introductions, business seminars, online leads and full technical support — while earning an employed salary with realistic six-figure potential.

The starting salary is up to £80,000 (OTE £100,000)

Are you CAS achieved but frustrated by the lack of quality leads and real support?

Why This Role Stands Out

• 40–50 existing clients introduced, each with £500,000+ AUM — providing a strong foundation from day one
• Ongoing high-quality, pre-qualified leads provided
• Referrals coming directly into the branch
• Opportunities to participate in business seminars and client events
• Independent, whole-of-market advice model
• Backed by one of the UK’s largest Chartered financial planning operations
• Hybrid working with flexibility
• This is not a cold-start role. It is designed for an adviser who wants to convert, retain, and grow — not chase.

The Opportunity 

• Deliver holistic financial planning to HNW and UHNW clients (pensions, investments, tax planning, estate planning, protection)
• Conduct detailed fact-finds and build tailored financial strategies
• Convert qualified leads into long-term client relationships
• Grow your client bank through warm referrals and structured lead flow
• Continue your professional development within a structured, supportive environment

Who This Would Suit

• Level 4 Diploma qualified (CII, CISI or equivalent)
• CAS achieved
• Experience in financial planning / IFA / wealth management
• Strong in first meetings and relationship building

Earnings & Structure

• Base Salary: Up to £80,000 (dependent on experience)
• Bonus: Up to 25% of base salary based on recurring advice fees
• Validation: 1.25× salary
• Realistic OTE: £100,000+

Bradford-on-Avon  |  Hybrid  |  Base to c.£110k + quality & growth bonus (package c.£130k–£140k) + equity potential

If you came into financial planning to look after people — and you’re tired of being measured on what you sell — this one is worth a look.

Our client is a small, Chartered, fiercely independent financial planning firm near Bath: a deliberate challenger to the consolidation machine, growing on the strength of its culture and its technology rather than by buying up rivals.

You will inherit a warm book of established client relationships and do the thing good planners are best at — keeping families’ financial plans on track through every stage of life. Paraplanning and admin are handled for you. You’ll be judged on client care, sound advice and compliance, not on units shifted or new business won.

Culture-wise, expect output over facetime, initiative that’s actively welcomed, and integrity treated as non-negotiable — the kind of firm that does right by clients even when no one is watching. Smart use of technology, from cashflow modelling to proprietary client tools, means less admin and more time doing real planning.

The package reflects the level: a competitive base to around £110k plus quality and growth bonuses (total c.£130k–£140k), an equity path as the firm grows, and genuinely flexible hybrid working.

This will suit you if you are

• Chartered, or close, with the track record to back it
• 4–5 years into advising, ideally with high-net-worth clients
• Client-obsessed, humble and keen to do proper, unhurried planning
• Within sensible commuting distance of Bradford-on-Avon

We're seeking an experienced Financial Adviser to serve an established portfolio of discerning business owners across Greater Glasgow — entrepreneurial, wealth-accumulating individuals who demand sophisticated financial planning.

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

Why This Opportunity Stands Out

• Immediate handover of an active, revenue-generating client bank

• Salary up to £80,000 plus discretionary bonus (£10,000 - £15,000)

• Full paraplanning and admin support provided

• Hybrid working arrangement with autonomy and trust

• Culture rooted in collaboration, ethical advice and long-term thinking

• Access to market-leading tools including cashflow planning software

• Clear development path and ongoing lead generation

Key Responsibilities

• Provide holistic financial planning to a portfolio of individual clients

• Conduct regular client reviews, ensuring plans remain aligned with life goals

• Use cashflow modelling to demonstrate advice impact and future scenarios

• Work collaboratively with internal teams to deliver high-quality outcomes

• Strengthen client loyalty through regular contact and trusted guidance

• Maintain accurate, compliant client records in line with FCA expectations

What We’re Looking For

• Level 4 qualified Financial Planner or equivalent (Chartered or working towards ideal)

• Track record of success within an IFA, private client or wealth management setting

• Strong technical knowledge across pensions, investments, tax and protection

• Excellent interpersonal skills with a relationship-first mindset

• A self-starter who thrives in a structured yet autonomous environment

Benefits

• 25 days holiday (rising to 30 with service)

• Matched pension contributions up to 7.5%

• Life assurance (4x salary) and income protection

• Access to internal financial advisers for personal planning support

• Season ticket loans, eye care and wellbeing benefits

• Employee discounts across retail, travel and lifestyle services

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

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

Why This Opportunity Stands Out

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

Key Responsibilities

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

What We’re Looking For

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

Benefits

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

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

Chartered Wealth Management Firm | Leicestershire

Are you an experienced IFA or Wealth Management Administrator looking for a firm where you can develop, progress, and build a long-term career?

A highly respected, Chartered Wealth Management firm in Leicestershire is seeking an Investment Accounts Executive to join its growing Investment team. The business manages £1bn+ in client assets and works with HNW individuals, pensions (SIPP/SSAS), trusts, companies, and charities.

This is an award-winning, independently owned firm, recognised as one of the Best Financial Advisers to Work For, with a strong focus on internal progression, professional development, and long-term career opportunities.

Salary & Benefits

£30,000 – £33,000 (depending on experience and qualifications)

Discretionary annual bonus

4x salary life assurance

Employer pension contribution from 5% (rising with service)

24 days holiday + bank holidays (increasing with tenure)

Health Cash Plan

Free on-site parking

Full funding and support for professional qualifications (CII)

Clear internal progression pathways

The Role

Setting up and administering investment accounts across platforms such as Pershing, Quilter, and Aviva

Managing cash and in-specie transfers

Maintaining accurate client records (Intelliflo, Excel, Virtual Cabinet)

Producing valuations and annual review packs

Implementing investment changes in line with agreed strategies

Supporting client meetings and post-meeting actions

Invoicing clients in line with agreed fee structures

Providing technical and reporting support to Financial Planners and Investment Managers

Requirements

Working knowledge of ISAs, GIAs, pensions, and investment products

Strong IT skills, including Excel and CRM systems

Good communication and organisational skills

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

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

The Opportunity

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

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

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

What’s in it for you?

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

The Ideal Candidate

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

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

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

The Opportunity

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

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

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

What’s in it for you?

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

The Ideal Candidate

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

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

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

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

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

The Role

• Analyse complex client circumstances, objectives, and risk profiles

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

• Produce cashflow modelling and technical analysis to support advice strategies

• Prepare high-quality, compliant suitability and recommendation reports

• Work closely with advisers, constructively challenging recommendations where appropriate

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

The Ideal Candidate

• GCSEs (or equivalent) including English and Maths

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

• Experience in an IFA or Wealth Management environment

• Strong, demonstrable experience writing suitability and recommendation reports

• Confident technical knowledge across pensions, investments, and protection

• Corporate or employee benefits exposure is beneficial but not essential

Why This Role

• A clear focus on technical depth and complex planning work

• A collaborative culture where paraplanners’ expertise is valued

• Supportive management and realistic workloads

• Hybrid and agile working model

• Ongoing professional development with salary increases linked to qualifications

The Package

• Competitive salary

• Generous holiday allowance with holiday trading options

• Employer pension contributions based on total earnings

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

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

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

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

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

The Role

• Analyse complex client circumstances, objectives, and risk profiles

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

• Produce cashflow modelling and technical analysis to support advice strategies

• Prepare high-quality, compliant suitability and recommendation reports

• Work closely with advisers, constructively challenging recommendations where appropriate

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

The Ideal Candidate

• GCSEs (or equivalent) including English and Maths

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

• Experience in an IFA or Wealth Management environment

• Strong, demonstrable experience writing suitability and recommendation reports

• Confident technical knowledge across pensions, investments, and protection

• Corporate or employee benefits exposure is beneficial but not essential

Why This Role

• A clear focus on technical depth and complex planning work

• A collaborative culture where paraplanners’ expertise is valued

• Supportive management and realistic workloads

• Hybrid and agile working model

• Ongoing professional development with salary increases linked to qualifications

The Package

• Competitive salary

• Generous holiday allowance with holiday trading options

• Employer pension contributions based on total earnings

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

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

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

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

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

The Role

• Analyse complex client circumstances, objectives, and risk profiles

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

• Produce cashflow modelling and technical analysis to support advice strategies

• Prepare high-quality, compliant suitability and recommendation reports

• Work closely with advisers, constructively challenging recommendations where appropriate

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

The Ideal Candidate

• GCSEs (or equivalent) including English and Maths

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

• Experience in an IFA or Wealth Management environment

• Strong, demonstrable experience writing suitability and recommendation reports

• Confident technical knowledge across pensions, investments, and protection

• Corporate or employee benefits exposure is beneficial but not essential

Why This Role

• A clear focus on technical depth and complex planning work

• A collaborative culture where paraplanners’ expertise is valued

• Supportive management and realistic workloads

• Hybrid and agile working model

• Ongoing professional development with salary increases linked to qualifications

The Package

• Competitive salary

• Generous holiday allowance with holiday trading options

• Employer pension contributions based on total earnings

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

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

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

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

The Role

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

• Support the preparation of suitability and recommendation reports

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

• Help analyse client circumstances, objectives, and risk profiles

• Carry out cashflow modelling and basic technical analysis

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

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

About You

• GCSEs (or equivalent) including English and Maths

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

• Experience in an IFA or Wealth Management environment

• Some experience producing client-facing reports or suitability letters

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

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

Why Apply

• A clear development pathway into a Paraplanner position

• Structured training and technical mentoring

• Hybrid / agile working model

• Generous holiday allowance with holiday trading

• Employer pension contributions and flexible benefits package

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

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

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

Responsibilities

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

Candidate profile

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

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

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

Location: Wilmslow

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

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

The Role

• Analyse complex client circumstances, objectives, and risk profiles

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

• Produce cashflow modelling and technical analysis to support advice strategies

• Prepare high-quality, compliant suitability and recommendation reports

• Work closely with advisers, constructively challenging recommendations where appropriate

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

The Ideal Candidate

• GCSEs (or equivalent) including English and Maths

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

• Experience in an IFA or Wealth Management environment

• Strong, demonstrable experience writing suitability and recommendation reports

• Confident technical knowledge across pensions, investments, and protection

• Corporate or employee benefits exposure is beneficial but not essential

Why This Role

• A clear focus on technical depth and complex planning work

• A collaborative culture where paraplanners’ expertise is valued

• Supportive management and realistic workloads

• Hybrid and agile working model

• Ongoing professional development with salary increases linked to qualifications

The Package

• Generous holiday allowance with holiday trading options

• Employer pension contributions based on total earnings

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

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

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

WHAT YOU WILL BE DOING

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

WHAT YOU WILL NEED

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

WHO THRIVES IN THIS ROLE

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

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

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

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

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

ABOUT THE ROLE

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

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

WHAT YOU WILL BE DOING

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

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

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

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

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

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

WHAT YOU WILL NEED

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

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

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

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

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

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

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

The role

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

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

About the candidate

The ideal applicant will have:

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

Salary and benefits

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

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

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

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

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

The role

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

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

About the candidate

The ideal applicant will have:

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

Salary and benefits

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

Lead the engine room of a growing, boutique Chartered wealth firm

Location: Bradford-on-Avon, Wiltshire Salary: Up to £60,000  

The opportunity

We’re working with a boutique, Chartered, high-net-worth financial planning firm on a clear upward trajectory — growing, acquiring practices and investing in new technology. They need a Head of Client Services to lead their operations and act as the “glue” between the advice, technology, HR and leadership teams.

It’s two opportunities in one: a step up for an ambitious senior paraplanner ready for leadership — or a strategic move for an established client services or operations leader who wants real autonomy. The role is structured to support that step.

Why it stands out

• M&A integration is part of the role — deal-adjacent exposure most operational roles never get near.
• A seat at the firm’s tech transformation: client app, document portal, digital signatures, AI and compliance tools.
• Real breadth and seniority — you’ll influence the whole business, not one function.
• A clear route up: shadow the HR Director for 6–12 months, then report directly to the MD.
• Premium, boutique clients and a genuine “business owner” culture, with full backing for your qualifications.

The role

You’ll lead and develop the administration, platform and client relations teams to deliver an outstanding, consistent client experience. Day to day, you’ll:

• Lead the teams — set standards, manage capacity and support recruitment, training and reviews.
• Own the client lifecycle via the practice management system (Plannr): onboarding, review packs, communications and data.
• Run platform administration — submissions, withdrawals, transfers and project work (e.g. PP to ISA, Bond to ISA & CGT).
• Drive process improvement, KPIs and automation across the teams.
• Support compliance in practice — Consumer Duty, GDPR, T&C and file standards.
• Set the front-of-house and office standard.

Over time, you’ll take on strategic work: integrating acquired firms, rolling out proposition changes and supporting new technology.

What you’ll bring

• Strong knowledge of the IFA / wealth client lifecycle and platform administration — ideally from a paraplanning, client services or operations role.
• Either proven people leadership, or the clear potential and appetite to lead.
• A process-improver who’s comfortable with new technology.
• A sound understanding of compliance (Consumer Duty, GDPR).
• A genuine “business owner” mindset — high ownership, high standards, collaborative with people.

London | £60,000 - £80,000 Basic + Uncapped Bonus | OTE £100,000+

Most adviser roles talk about growth.

This one is actually built for it.

We're working with an ambitious, independent wealth management firm that is investing heavily in lead generation, technology and adviser support to create an environment where good advisers can build significant client banks and significantly increase their earnings.

Unlike many firms in today's market, you won't be expected to spend your time writing reports, chasing administration or generating your own opportunities from scratch.

Instead, you'll inherit an existing client bank, receive a continuous flow of high-quality leads and be supported by a modern infrastructure designed to let advisers focus on what they do best – advising clients and winning business.

What Makes This Different?

You Start With Clients

You'll inherit an existing client bank of approximately £10m - £12m AUM from day one.

This gives you an immediate foundation whilst you build your own portfolio.

Genuine Lead Generation

The business invests heavily in marketing and lead generation.

Leads are generated internally and provided directly to advisers.

This isn't a firm promising leads "at some point in the future" – the infrastructure already exists and advisers are actively converting opportunities.

The business can provide as many quality leads as your capacity allows.

Earn Like a Business Builder

Advisers receive:

• £60,000 - £80,000 basic salary
• 35% of all initial fees generated
• Uncapped earning potential

If you're capable of generating £100,000+ of annual new business revenue, your earnings can increase rapidly.

This role is designed for advisers who want to build rather than simply maintain.

AI-Powered Advice Process

The firm has invested heavily in AI and automation to remove unnecessary adviser administration.

The technology handles:

• Call recording and transcription
• Automated meeting notes
• Regulatory meeting summaries
• CRM workflows
• Suitability report production support

Meeting notes are automatically captured and integrated into the client journey, allowing advisers to focus on clients rather than paperwork.

Full Support Structure

Unlike many growth adviser propositions, you'll have access to:

• Dedicated paraplanning support
• Administrative support
• Lead generation infrastructure
• Modern CRM systems
• Rapid report turnaround

The goal is simple: maximise adviser productivity.

Independent And Growing

The business is privately owned, entrepreneurial and growing rapidly.

They are actively acquiring adviser books, attracting experienced advisers and building for long-term success.

Importantly, they are not private-equity backed and are focused on creating an adviser-first environment rather than preparing for a future sale.

Who We're Looking For

This role will suit an ambitious adviser who wants to build something meaningful.

You'll likely be:

• Diploma qualified (Level 4)
• CAS status
• Comfortable working with new clients
• Motivated by earning potential
• Interested in growing your own client bank
• Able to demonstrate previous new business success

We're particularly interested in advisers who can show evidence of converting opportunities and generating new business rather than simply servicing inherited clients.

Working Arrangement

Initially, the expectation is approximately three days per week in the office whilst you become embedded within the business, systems and culture.

Once established, the focus becomes outcomes rather than presenteeism.

The leadership team believes flexibility should be earned through performance.

The Opportunity

If you're frustrated by bureaucracy, slow processes, lack of leads or limited earning potential, this is an opportunity to join a business that has built its proposition around adviser growth.

You'll receive clients, leads, support and technology.

What you do with it is up to you.

Career path: Clear progression route to IFA with an inherited client pipeline

We are working with a growing, independently owned financial planning firm based in Surrey to recruit a Paraplanner to join and enter on to a development pathway to becoming a Financial Adviser. The firm has a high and increasing workload and needs an experienced, self-sufficient paraplanner who can integrate quickly and hit the ground running.

The firm provides comprehensive independent financial advice to a well-established private client base and is led by an experienced MD with decades of industry knowledge. This is a hands-on, high-output role working directly alongside the MD — not a back-office support function. You will be supporting client meetings and annual reviews, and providing technical guidance to the wider administration team.

For the right individual, this role offers something rare: the MD is planning to reduce his hours over the medium term and is actively building a succession pipeline. The person who earns his trust will inherit hundreds of clients and transition into a fully independent IFA role managing their own book. That is not a vague aspiration — it is a planned, structural outcome of joining this business at this stage.

Salary up to£75,000 for Chartered / highly experienced candidates

WHAT YOU WILL BE DOING

• Producing comprehensive suitability reports
• Preparing for client meetings and annual reviews — gathering performance figures, analysing portfolio performance, and running reports through FE Analytics
• Summarising complex technical information clearly and concisely for client-facing documents — without losing accuracy or compliance integrity
• Conducting technical research and provider comparisons across the firm's platform and product range
• Providing technical support and guidance to the financial administration team (two administrators)
• Supporting SIPP onboarding cases as required

WHAT YOU WILL NEED

• Paraplanning experience in an IFA or independent financial planning environment
• Strong technical knowledge of pensions, investments, and associated financial planning structures — able to work independently without step-by-step direction
• Proficiency with FE Analytics for report generation

Up to £150,000 Basic + 100% Inflow + Equity

Are you an experienced Independent Financial Adviser with a proven track record of winning and developing client relationships?

This is a rare opportunity to join a growing, well-backed IFA firm in London offering full autonomy, industry-leading earnings, and genuine equity participation—allowing you to build not just income, but long-term value.

This firm is expanding its presence in London and is looking to partner with high-performing advisers who want the freedom to grow their client book, backed by a strong infrastructure and a clear long-term vision.

You’ll operate as a true independent adviser, with the support, flexibility, and financial backing needed to scale your business effectively.

Why Join

• 100% of Inflow – Keep what you generate with a transparent, uncapped bonus structure
• Equity Opportunity – Build long-term value alongside your recurring income
• Strong Operational Support – Dedicated paraplanning, admin, and compliance support
• Whole-of-Market Advice – Provide fully independent, client-first recommendations
• Hybrid Flexibility – Structure your working week around your clients
• London Growth Strategy – Join at a key stage as the firm builds its footprint in a high-value market

Your Role

• Build and develop your own client bank, focusing on HNW and mass affluent clients
• Deliver holistic financial planning across pensions, investments, tax planning, and protection
• Drive new business through your own network and introducer relationships
• Maintain and grow long-term client relationships
• Work closely with the support team to deliver a high-quality client experience

About You

• Experienced Independent Financial Adviser with a strong track record of new business generation
• Confident in building and maintaining client relationships independently
• Diploma qualified (DipPFS minimum); Chartered desirable
• Commercial, driven, and motivated by both earnings and long-term equity potential

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.