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

Company Overview

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

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

Responsibilities

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

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

Requirements

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

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

Benefits

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

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

Location & Working Pattern

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

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

Why This Firm?

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

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

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

Key Responsibilities

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

What You’ll Bring

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

What You’ll Receive

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

Culture & Values

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

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

Location: home based in Sussex / Surrey  

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

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

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

ABOUT THE ROLE

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

Required:

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

COMPENSATION AND BENEFITS

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

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.

A Role for Someone Who Cares About Doing Things Properly

This is an opportunity to join a boutique wealth management firm that works exclusively with High Net Worth individuals earning in excess of £500,000 per year. The firm advises entrepreneurs, business owners and senior professionals whose financial lives are complex — and deeply personal.

Salary up to £65,000 & Hybrid working flexibility with 3 days in the office and 2 from home.

The culture is thoughtful, collaborative and quietly ambitious. There is no volume-driven mentality. Instead, the focus is on delivering considered, technically excellent advice and building long-term relationships built on trust.

The successful Paraplanner will be someone who values depth over speed, precision over process for its own sake, and meaningful client outcomes over box-ticking.

The Environment

The team is small enough for every individual to have a visible impact, yet established enough to offer stability and long-term opportunity.

• Exposure to complex, intellectually stimulating cases
• A supportive approach to professional development
• Clear progression for those who wish to deepen their technical expertise
• A culture that values discretion, professionalism and mutual respect

The Role

• The Paraplanner will take genuine ownership of cases from inception through to conclusion. This includes:
• Working alongside advisers from the initial fact-find stage
• Researching and designing sophisticated planning strategies
• Producing detailed, technically robust suitability reports
• Building and maintaining complex cashflow models
• Liaising directly with clients and their professional advisers
• Supporting implementation and ongoing review work

The client's work regularly includes:

• Business exit planning
• Advanced pension and allowance planning
• Tax-efficient investment structuring
• Trust and estate planning strategies
• Intergenerational wealth considerations
• The Paraplanner will be trusted as a key technical partner within the advice process.

The firm is seeking someone who:

• Holds the Diploma in Financial Planning (Chartered or working towards would be welcomed)
• Has experience supporting High Net Worth or complex client cases
• Is technically confident, particularly around tax, invesments and pensions

This is an opportunity for a Chartered Paraplanner — or someone close to achieving Chartered status — to join a boutique wealth management firm working exclusively with High Net Worth individuals earning in excess of £500,000 per year.

The firm advises entrepreneurs, business owners and senior professionals whose financial affairs are complex, nuanced and deeply personal.

Salary up to £80,000
Hybrid working – 3 days in the office, 2 from home

The culture is thoughtful, collaborative and quietly ambitious. There is no volume-driven mentality. Instead, the focus is on delivering considered, technically excellent advice and building long-term relationships founded on trust.

This role is designed for a technically accomplished Paraplanner who values depth over speed, precision over process for its own sake, and meaningful client outcomes over box-ticking.

The Environment

The team is small enough for every individual to have visible influence, yet established enough to provide stability and long-term career development.

• Exposure to genuinely complex and intellectually stimulating cases
• A high level of technical discourse within the team
• Support and encouragement toward full Chartered status (if not already achieved)
• Clear progression into Senior Paraplanner or Technical Specialist roles
• A culture built on professionalism, discretion and mutual respect

This is an environment where technical excellence is recognised and valued.

The Role

The Paraplanner will take genuine ownership of client cases from inception through to conclusion. Responsibilities include:

• Working alongside advisers from the initial fact-find stage
• Researching and designing sophisticated financial planning strategies
• Producing detailed, technically robust suitability reports
• Building and maintaining complex cashflow models
• Liaising directly with clients and their professional advisers
• Supporting implementation and ongoing review planning

Client work regularly involves:

• Business exit and liquidity event planning
• Advanced pension strategy and historic allowance planning
• Tax-efficient investment structuring
• Trust and estate planning solutions
• Intergenerational wealth considerations

The Paraplanner will be regarded as a key technical partner within the advice process, not simply a report writer.

The Person

The firm is seeking an individual who:

• Is Chartered or close to achieving Chartered Financial Planner status
• Has strong experience supporting High Net Worth or complex client cases
• Demonstrates advanced technical knowledge across tax, investments and pensions
• Communicates clearly and confidently with sophisticated clients
• Takes pride in producing high-quality, well-structured advice documentation
• Wants to operate at the top end of the profession

A Long-Term Career Move

This opportunity would suit a Paraplanner who has outgrown mid-level technical work and is ready to operate at a more advanced level within a high-calibre client base.

For the right person, this represents a platform to further develop as a senior technical professional within a firm that values expertise, judgement and professionalism.

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

Responsibilities

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

• Crafting bespoke financial planning reports and suitability letters

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

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

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

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

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

Requirements

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

Essential:

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

• Proven experience in a Paraplanner role supporting Financial Advisers

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

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

• Advanced report writing and analytical skills

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

Desirable:

• Working towards Chartered Financial Planner status

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

Benefits

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

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

• 25 days annual leave plus bank holidays

• Company pension with National Insurance advantage (4%)

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

• Private medical cover (CashPlan scheme)

• Full study support toward Chartered or further professional qualifications

• Hybrid working model to support your work-life balance

Location & Work Type

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

• Client base: London-based professionals and executives

• Full-time | Permanent

How to Apply

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

This forward-thinking, IFA firm is on a bold growth trajectory, with a current turnover of £6 million and aspirations to reach £20 million. With approximately £750 million in client assets under management and strategic plans to scale to £2 billion in discretionary assets within 5 years, the firm is building a legacy of excellence, ethics, and innovation.

Inherit and manage an existing book of high-net-worth individuals, transitioned directly from the directorship team, with a clear mandate to deepen relationships and drive growth.

Hybrid working available (home and office-based)

Salary up to £100,000 + Bonus

Operating across key locations including Cheltenham, Malvern, Hereford, and Cirencester, the business is known for its client-first ethos, exceptional planning standards, and a commitment to treating customers fairly. Now seeking a Senior Advisor, this is a rare opportunity to lead from the front and play a pivotal role in the firm’s continued transformation.

Responsibilities

• Lead a high-value portfolio of high-net-worth clients, delivering bespoke estate planning and advanced financial strategies.
• Develop new client relationships through professional networks, referrals, and partnerships with solicitors, accountants, and business leaders.
• Collaborate within a dynamic, high-performance advice team supported by expert paraplanners and client service administrators.
• Gradually take ownership of a significant client book (~£60–70 million AUM), positioning for leadership and future equity involvement.
• Contribute to long-term strategic planning, succession initiatives, and potential future directorship within the wider organisation.

Requirements

• Experience as a Financial Adviser in the UK market
• Demonstrated success advising high-net-worth individuals, particularly entrepreneurs, business owners, and those navigating exits.
• Exceptional communicator with the ability to simplify complex financial matters and earn lasting client trust.
• Strong business development capabilities and experience building networks that generate consistent, high-quality referrals.
• Deep technical knowledge with a passion for mentoring clients and achieving growth targets through relationship excellence.

Location: Sussex (home based, field travel up to 4 days per week across Surrey)

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

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

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

ABOUT THE ROLE

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

Required:

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

COMPENSATION AND BENEFITS

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

Location: Sussex (home based, field travel up to 4 days per week across Surrey)

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

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

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

ABOUT THE ROLE

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

Required:

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

COMPENSATION AND BENEFITS

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

Location: Sussex (home based, field travel up to 4 days per week across Surrey)

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

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

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

ABOUT THE ROLE

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

Required:

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

COMPENSATION AND BENEFITS

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

Location: Sussex (home based, field travel up to 4 days per week across Surrey)

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

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

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

ABOUT THE ROLE

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

Required:

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

COMPENSATION AND BENEFITS

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

Location: Surrey (home based, field travel up to 4 days per week across Surrey)

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

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

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

ABOUT THE ROLE

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

Required:

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

COMPENSATION AND BENEFITS

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

Location: Surrey (home based, field travel up to 4 days per week across Surrey)

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

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

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

ABOUT THE ROLE

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

Required:

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

COMPENSATION AND BENEFITS

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

Location: Surrey (home based, field travel up to 4 days per week across Surrey)

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

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

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

ABOUT THE ROLE

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

Required:

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

COMPENSATION AND BENEFITS

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

Salary: Up to £130,000 base (DOE) + 50% bonus on new AUM + 10% discretionary annual bonus + share options

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

We are working with a 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+.

The role suits an experienced adviser looking for a long-term platform to build and grow a scalable client book — whether you bring an existing portfolio to port or want to grow through the firm's lead generation and referral network.

COMPENSATION AND BENEFITS

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

- 50% bonus on new AUM introduced — example: onboard £10m AUM and earn approximately £36,550 bonus

- 10% 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 leads 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:

- Existing portable client relationships totalling c.£10m AUM (subject to covenant review)

- Chartered Financial Planner status or working towards it

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

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

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

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

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

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

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

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

WHAT YOU WILL BE DOING

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

Required:

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

REWARD AND PROGRESSION

- Competitive base salary (details provided on application)

- Generous performance bonus linked to new client assets invested

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

- Full paraplanning, compliance, investment, and marketing support

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 and expect their adviser to work around their busy lives

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

• 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.

We are working with a growing, boutique Wealth Management firm based in Kent that is entering an exciting phase of expansion following a recent acquisition and full ownership restructure.

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.

Overview

This is a Senior Paraplanner role within a well-established UK Wealth Management firm, supporting Financial Planners delivering holistic advice across pensions, investments, tax planning and protection.
You’ll work on complex, high-value client cases, producing detailed suitability reports and technical research that directly shapes client outcomes.
This role also includes mentoring junior paraplanners and contributing to process improvement across the paraplanning function.

Location & Working Pattern

• Glasgow
• Hybrid working (office + home split)

Salary & Benefits

• Salary up to £62,000
• Discretionary bonus
• Pension scheme
• Study support towards Chartered Financial Planner status
• Ongoing CPD and professional development
• 25+ days holiday + bank holidays

What You’ll Be Doing

• Produce detailed suitability reports across pensions, investments, protection and tax planning
• Carry out technical research and analysis to support Financial Planners
• Perform cashflow modelling and financial calculations
• Prepare client-ready documentation that is clear, compliant and accurate
• Support delivery of complex financial planning advice
• Identify future planning opportunities within client cases
• Act as a technical point of contact within the team
• Mentor and support junior paraplanners
• Contribute to improving processes, templates and efficiency

What You’ll Need

• Senior Paraplanner experience within an IFA / Wealth Management firm
• Strong knowledge of pensions, investments, protection and tax planning
• Experience writing high-quality suitability reports
• Level 4 Diploma (DipPFS or equivalent)
• Progression towards Chartered status preferred
• Strong understanding of FCA regulation and compliance

Systems & Tools

• Microsoft Office (Word, Excel, PowerPoint)
• Xplan preferred
• Cashflow modelling software (Voyant, Truth or similar)

Skills & Attributes

• Strong technical financial planning knowledge
• High level of accuracy and attention to detail
• Excellent written communication skills
• Ability to manage multiple cases and deadlines
• Collaborative approach with ability to support and develop others

Why This Role Stands Out

• Work on complex, holistic financial planning cases
• Clear route to Chartered Financial Planner
• Opportunity to mentor and influence team development
• Join a firm focused on quality advice and client outcomes

Overview

This is a Senior Paraplanner role within a well-established UK Wealth Management firm, supporting Financial Planners delivering holistic advice across pensions, investments, tax planning and protection.
You’ll work on complex, high-value client cases, producing detailed suitability reports and technical research that directly shapes client outcomes.
This role also includes mentoring junior paraplanners and contributing to process improvement across the paraplanning function.

Location & Working Pattern

• Edinburgh
• Hybrid working (office + home split)

Salary & Benefits

• Salary up to £62,000
• Discretionary bonus
• Pension scheme
• Study support towards Chartered Financial Planner status
• Ongoing CPD and professional development
• 25+ days holiday + bank holidays

What You’ll Be Doing

• Produce detailed suitability reports across pensions, investments, protection and tax planning
• Carry out technical research and analysis to support Financial Planners
• Perform cashflow modelling and financial calculations
• Prepare client-ready documentation that is clear, compliant and accurate
• Support delivery of complex financial planning advice
• Identify future planning opportunities within client cases
• Act as a technical point of contact within the team
• Mentor and support junior paraplanners
• Contribute to improving processes, templates and efficiency

What You’ll Need

• Senior Paraplanner experience within an IFA / Wealth Management firm
• Strong knowledge of pensions, investments, protection and tax planning
• Experience writing high-quality suitability reports
• Level 4 Diploma (DipPFS or equivalent)
• Progression towards Chartered status preferred
• Strong understanding of FCA regulation and compliance

Systems & Tools

• Microsoft Office (Word, Excel, PowerPoint)
• Xplan preferred
• Cashflow modelling software (Voyant, Truth or similar)

Skills & Attributes

• Strong technical financial planning knowledge
• High level of accuracy and attention to detail
• Excellent written communication skills
• Ability to manage multiple cases and deadlines
• Collaborative approach with ability to support and develop others

Why This Role Stands Out

• Work on complex, holistic financial planning cases
• Clear route to Chartered Financial Planner
• Opportunity to mentor and influence team development
• Join a firm focused on quality advice and client outcomes

Overview

This is a Senior Paraplanner role within a well-established UK Wealth Management firm, supporting Financial Planners delivering holistic advice across pensions, investments, tax planning and protection.
You’ll work on complex, high-value client cases, producing detailed suitability reports and technical research that directly shapes client outcomes.
This role also includes mentoring junior paraplanners and contributing to process improvement across the paraplanning function.

Location & Working Pattern

• Worcester
• Hybrid working (office + home split)

Salary & Benefits

• Salary up to £62,000
• Discretionary bonus
• Pension scheme
• Study support towards Chartered Financial Planner status
• Ongoing CPD and professional development
• 25+ days holiday + bank holidays

What You’ll Be Doing

• Produce detailed suitability reports across pensions, investments, protection and tax planning
• Carry out technical research and analysis to support Financial Planners
• Perform cashflow modelling and financial calculations
• Prepare client-ready documentation that is clear, compliant and accurate
• Support delivery of complex financial planning advice
• Identify future planning opportunities within client cases
• Act as a technical point of contact within the team
• Mentor and support junior paraplanners
• Contribute to improving processes, templates and efficiency

What You’ll Need

• Senior Paraplanner experience within an IFA / Wealth Management firm
• Strong knowledge of pensions, investments, protection and tax planning
• Experience writing high-quality suitability reports
• Level 4 Diploma (DipPFS or equivalent)
• Progression towards Chartered status preferred
• Strong understanding of FCA regulation and compliance

Systems & Tools

• Microsoft Office (Word, Excel, PowerPoint)
• Xplan preferred
• Cashflow modelling software (Voyant, Truth or similar)

Skills & Attributes

• Strong technical financial planning knowledge
• High level of accuracy and attention to detail
• Excellent written communication skills
• Ability to manage multiple cases and deadlines
• Collaborative approach with ability to support and develop others

Why This Role Stands Out

• Work on complex, holistic financial planning cases
• Clear route to Chartered Financial Planner
• Opportunity to mentor and influence team development
• Join a firm focused on quality advice and client outcomes

Are you an experienced Senior Paraplanner looking to take the next step in a forward-thinking, client-centric wealth management firm?
We’re partnering with a highly respected, award-winning UK Wealth Management and Financial Planning firm that is continuing to grow its Wealth Planning division. Known for delivering holistic financial advice and outstanding client outcomes, the business combines technical excellence with a collaborative and supportive culture.
This is an excellent opportunity to join a firm that values professional development, technical expertise, and career progression, supporting you on your journey towards Chartered Financial Planner status.

The Opportunity

As a Senior Paraplanner, you will play a pivotal role in supporting Wealth Planners by delivering high-quality technical research, suitability reports, and complex financial planning solutions.
You will also act as a mentor within the team, helping to develop junior paraplanners while contributing to process improvements and best practice initiatives.

Salary & Benefits

• Salary: Up to £62,000 (DOE)
• Discretionary bonus
• Hybrid working (flexible office/home split)
• 25+ days holiday + bank holidays
• Pension scheme
• Study support towards Chartered status
• Ongoing CPD & professional development
• Collaborative, high-performing team culture

Key Responsibilities

• Produce high-quality suitability reports across pensions, investments, protection, and tax planning
• Conduct detailed research and analysis to support holistic financial advice
• Perform cashflow modelling and financial calculations
• Ensure all client documentation is clear, compliant, and client-centric
• Identify future planning opportunities for clients
• Support Wealth Planners with complex case work and technical queries
• Mentor and coach junior paraplanners, providing guidance and oversight
• Contribute to process improvements and efficiency initiatives
• Maintain up-to-date knowledge of financial markets, products, and regulation

Requirements

• Minimum 3+ years paraplanning experience within an IFA / Wealth Management firm
• Strong experience across pensions, investments, protection, and tax planning
• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Working towards Chartered Financial Planner status (desirable)
• Experience producing complex suitability reports
• Strong knowledge of FCA regulations and compliance frameworks
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience with Xplan and cashflow modelling tools (desirable)

Skills & Attributes

• Excellent technical knowledge of financial planning
• Strong analytical and numerical skills
• Exceptional attention to detail
• Strong communication and stakeholder management skills
• Ability to prioritise and manage multiple cases
• Collaborative mindset with a passion for mentoring and team development

Culture & Values

This firm prides itself on being client-focused, collaborative, ambitious, and accountable—delivering consistently strong outcomes for clients while fostering a supportive and progressive working environment.

Are you an experienced Senior Paraplanner looking to take the next step in a forward-thinking, client-centric wealth management firm?
We’re partnering with a highly respected, award-winning UK Wealth Management and Financial Planning firm that is continuing to grow its Wealth Planning division. Known for delivering holistic financial advice and outstanding client outcomes, the business combines technical excellence with a collaborative and supportive culture.
This is an excellent opportunity to join a firm that values professional development, technical expertise, and career progression, supporting you on your journey towards Chartered Financial Planner status.

The Opportunity

As a Senior Paraplanner, you will play a pivotal role in supporting Wealth Planners by delivering high-quality technical research, suitability reports, and complex financial planning solutions.
You will also act as a mentor within the team, helping to develop junior paraplanners while contributing to process improvements and best practice initiatives.

Salary & Benefits

• Salary: Up to £62,000 (DOE)
• Discretionary bonus
• Hybrid working (flexible office/home split)
• 25+ days holiday + bank holidays
• Pension scheme
• Study support towards Chartered status
• Ongoing CPD & professional development
• Collaborative, high-performing team culture

Key Responsibilities

• Produce high-quality suitability reports across pensions, investments, protection, and tax planning
• Conduct detailed research and analysis to support holistic financial advice
• Perform cashflow modelling and financial calculations
• Ensure all client documentation is clear, compliant, and client-centric
• Identify future planning opportunities for clients
• Support Wealth Planners with complex case work and technical queries
• Mentor and coach junior paraplanners, providing guidance and oversight
• Contribute to process improvements and efficiency initiatives
• Maintain up-to-date knowledge of financial markets, products, and regulation

Requirements

• Minimum 3+ years paraplanning experience within an IFA / Wealth Management firm
• Strong experience across pensions, investments, protection, and tax planning
• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent)
• Working towards Chartered Financial Planner status (desirable)
• Experience producing complex suitability reports
• Strong knowledge of FCA regulations and compliance frameworks
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Experience with Xplan and cashflow modelling tools (desirable)

Skills & Attributes

• Excellent technical knowledge of financial planning
• Strong analytical and numerical skills
• Exceptional attention to detail
• Strong communication and stakeholder management skills
• Ability to prioritise and manage multiple cases
• Collaborative mindset with a passion for mentoring and team development

Culture & Values

This firm prides itself on being client-focused, collaborative, ambitious, and accountable—delivering consistently strong outcomes for clients while fostering a supportive and progressive working environment.

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

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

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

Responsibilities

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

Candidate profile

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

Are you an experienced Independent Financial Adviser looking to take your career to the next level in a dynamic, client-focused environment? A prestigious, whole-of-market IFA firm is developing its footing in London and is offering a fantastic opportunity to join their growing team, with a competitive salary of up to £150,000 and an industry-leading bonus structure providing 100% on inflow.

Why Join This Firm?

This is your chance to be part of a highly regarded, truly independent IFA firm known for delivering tailored, holistic financial advice. With a reputation for excellence and innovation, the firm offers full access to the whole market, empowering you to deliver bespoke solutions that meet the unique needs of each client.

As part of their team, you’ll benefit from:

• Comprehensive Support: First-class Paraplanning and Administrative support, so you can focus on client relationships and business development.
• Unrivalled Earning Potential: A transparent and rewarding bonus structure, offering 100% of inflow to maximise your income.
• Whole of Market Access: Provide independent advice on pensions, investments, tax planning, protection, and more.
• Flexibility: Hybrid working arrangements to suit your needs and enhance work-life balance.
• Established Reputation: A firm with an impressive track record, enabling you to attract and retain high-net-worth clients.

What’s in It for You?

• Salary: Up to £150,000, commensurate with your experience and skills.
• Bonus Structure: Earn 100% of inflow, with uncapped potential.
• Career Growth: Be part of a forward-thinking firm that values professional development and recognises success.
• Supportive Environment: Work in a collaborative and client-first culture, with access to the tools and resources you need to succeed.

Your Role

• Build and manage a portfolio of clients, delivering tailored financial planning advice across pensions, investments, protection, and tax-efficient strategies.
• Develop strong, long-term relationships with clients, understanding their goals and aspirations to create bespoke solutions.
• Leverage whole-of-market access to provide independent, unbiased advice.
• Work closely with a dedicated support team to ensure efficient service delivery and exceptional client outcomes.

What We’re Looking For

• Proven experience as an Independent Financial Adviser, with a strong track record in business development and client retention.
• Qualifications: Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status is highly desirable.
• A client-first mindset with the ability to build trust and deliver value to high-net-worth individuals.
• The ambition and drive to succeed in a competitive, high-reward environment.

Company Overview

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

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

The Opportunity

• Salary up to £45,000 depending on experience

• Full-time, permanent position with hybrid working

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

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

Your Role as a Paraplanner

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

Key Responsibilities:

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

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

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

• Contribute to the development of sophisticated strategies for HNW clients

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

• Mentor and provide guidance to junior paraplanners and trainees

What We’re Looking For

• Level 4 Diploma in Regulated Financial Planning 

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

• Exceptional report-writing, research, and analytical skills

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

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

Benefits

• Competitive salary up to £45,000

• Hybrid working model (office & remote blend)

• Full support toward Chartered status or further exams

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

• A modern, supportive working environment with strong peer networks

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

How to Apply

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

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

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

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

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

Salary & Benefits

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

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

Pension: Contributory pension scheme with salary exchange benefits

Additional Benefits:

Life assurance (3x salary)

Employee Assistance Programme

Study support toward Level 4 Diploma and beyond

Responsibilities

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

Draft advice letters and recommendations in line with FCA guidelines

Support annual review meetings with tailored documentation and performance reports

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

Build detailed cash flow models to support client financial goals

Respond to complex client and adviser queries with technical accuracy

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

Collaborate with advisers and occasionally attend client meetings

Ensure compliance with all relevant regulations and internal standards

Requirements

Minimum of 2 years’ paraplanning experience within an IFA or financial planning setting

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

Excellent report writing and communication skills

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

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

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

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

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

Responsibilities

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

Candidate profile

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

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

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

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

Key Responsibilities

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

Skills & Experience Required

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

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

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

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

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

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

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

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

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

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

Key Responsibilities

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

Skills & Experience Required

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

Our client is a well-established and growing Wealth Management firm with a strong reputation for delivering high-quality financial planning and client service. With a collaborative culture and robust operational infrastructure, they provide advisers with the support needed to deliver excellent client outcomes.

This is an excellent opportunity to join their Newcastle-based team within a professional, fast-paced environment.

The Opportunity

We are currently recruiting for an experienced Wealth Management Administrator on behalf of our client. This role will support Financial Advisers with all aspects of client servicing, new business processing, and platform-based administration.

It is ideally suited to someone with a background in IFA administration who enjoys working across multiple systems and managing the end-to-end client journey.

Salary & Benefits

• £28,000 to £30,000 (depending on experience)
• Hybrid working options available
• Modern Newcastle office location
• Exposure to a wide range of investment platforms, pensions, and wealth products
• Opportunity to be involved in platform migration and operational projects
• Supportive team environment with strong long-term career prospects

Responsibilities

• Process new business applications and top-ups across provider platforms, ensuring compliance requirements are met
• Maintain and update back-office/CRM systems with accurate client data and documentation
• Manage platform transactions including fund switches, fund purchases/sales, and client withdrawals
• Liaise with providers and platforms to progress and track cases
• Support platform migration activity, including asset transfers between providers
• Prepare client review packs and documentation for adviser meetings
• Book client review meetings and manage adviser diaries
• Obtain information from third-party providers via telephone and online systems
• Handle inbound calls and provide administrative support across the wider team
• Assist with ad hoc operational and administrative projects

Requirements

• Minimum 3 years’ experience within an IFA or Wealth Management environment
• Strong understanding of pensions, investments, and platform-based products
• Experience processing new business and ongoing servicing cases
• Excellent organisational and prioritisation skills
• High attention to detail and strong compliance awareness
• Strong communication skills, both written and verbal
• Proficient in Microsoft Office and CRM/back-office systems

Skills

• Ability to work independently and as part of a team
• Strong time management and problem-solving abilities
• Professional and client-focused approach
• Adaptable with the ability to learn new systems quickly

We are a growing and highly regarded Wealth Management firm, committed to delivering exceptional financial planning and client service. With a strong operational infrastructure and collaborative culture, we support our advisers with efficient processes, robust systems, and a client-first approach.

This is an excellent opportunity to join a professional and fast-paced environment where your contribution will directly support advisers and enhance the client journey.

The Opportunity

We are seeking an experienced Wealth Management Administrator with a background in IFA administration and platform-based business. This role offers the chance to play a key part in supporting advisers, managing client servicing processes, and ensuring the smooth delivery of new business and ongoing investment transactions.

Ideal for someone who thrives in a detail-driven, fast-paced environment and is confident working across multiple provider platforms.

Salary & Benefits

• £28,000 to £30,000 (depending on experience)
• Hybrid/office working options available
• Exposure to a wide range of investment platforms, pensions, and wealth products
• Opportunity to be involved in platform migration and operational projects
• Supportive team environment with clear progression opportunities

Responsibilities

• Process new business applications and top-ups across provider platforms, ensuring full compliance requirements are met
• Maintain and update back-office/CRM systems with accurate client data and documentation
• Manage platform transactions including fund switches, fund purchases/sales, and client withdrawals
• Liaise with providers and platforms to progress and track cases
• Support platform migration activity, including asset transfers between providers
• Prepare client review packs and documentation for adviser meetings
• Book client review meetings and manage adviser diaries where required
• Obtain information from third-party providers via telephone and online systems
• Handle inbound calls and provide administrative support across the wider team
• Assist with ad hoc operational and administrative projects

Requirements

• Minimum 3 years’ experience within an IFA or Wealth Management environment
• Strong understanding of pensions, investments, and wrap platforms
• Experience processing new business and ongoing servicing cases
• Excellent organisational and prioritisation skills
• High attention to detail and strong compliance awareness
• Strong communication skills, both written and verbal
• Proficient in Microsoft Office and back-office/CRM systems

Skills

• Ability to work independently and collaboratively within a team
• Strong time management and problem-solving abilities
• Professional and client-focused approach
• Adaptable with the ability to learn new systems quickly

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

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

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

Key Responsibilities

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

Required Skills & Experience

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

Personal Attributes

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

An established and growing financial planning firm is expanding its advisory team in Newcastle and is seeking an experienced Financial Adviser / Independent Financial Adviser (IFA) to join the business.

This employed Financial Adviser role offers the opportunity to inherit and develop an existing client bank, providing immediate recurring income and strong relationship-building potential. It is ideally suited to a growth-focused Adviser who wants autonomy, structured career progression and the ability to deliver full holistic financial planning.

Why This Financial Adviser Opportunity Stands Out

• Existing client bank to manage and grow – build long-term relationships while delivering holistic financial advice
• Salary up to £75,000 + performance bonus
• Clear career progression into Senior Financial Adviser or leadership roles
• Hybrid working options
• Full paraplanning and administrative support
• Strong compliance framework and modern technology infrastructure

This is not a “build from scratch” Adviser role. You will step into an established portfolio of clients and focus on servicing, reviewing and developing relationships while identifying new opportunities through referrals and proactive advice.

As a Financial Adviser / Wealth Manager, you will:

• Deliver independent, FCA-regulated financial advice across pensions, investments, retirement planning, protection and cashflow modelling
• Manage and develop an existing client book
• Conduct annual reviews and ongoing servicing meetings
• Create tailored, holistic financial plans aligned to client objectives
• Ensure full compliance and accurate record-keeping in line with regulatory standards
• Identify opportunities for additional planning needs and long-term growth
• This role offers genuine ownership of the client journey from initial consultation through to implementation and ongoing review.

Candidate Requirements

• Level 4 Diploma qualified (DipFA, DipPFS or equivalent)
• CAS status 
• Experience as a Financial Adviser / Independent Financial Adviser / Wealth Manager
• Proven track record of delivering holistic financial planning
• Strong relationship management and business development skills
• Experience managing Assets Under Management (AUM)
• Comfortable operating within FCA-regulated environments

About the Employer

This respected financial planning firm operates a collaborative and development-focused culture. Advisers are trusted professionals, given autonomy to manage their client relationships while benefiting from structured coaching and internal progression opportunities.

The business invests in technology to streamline administration and maximise client-facing time, enabling Advisers to focus on delivering high-quality financial advice rather than paperwork.

This is not your traditional wealth management firm.

Built to challenge an industry too often driven by profit, this firm puts clients first—always. Operating with a fixed-fee model, it’s designed to serve both ambitious wealth builders and retirees alike, combining high-quality financial advice with transparent pricing.

Planners here are treated like partners, not just employees. It’s a flat-structured, tech-enabled business with a fast-moving, collaborative culture and a mission to drive better financial outcomes for clients—without the red tape.

You’ll be rewarded not only for the value you deliver to your clients, but also for your contribution to the growth and development of the firm. Base salary is up to £60,000, with on-target earnings of £95,000–£100,000 over the first 18 to 24 months through a performance-linked bonus structure and regular salary reviews to reflect your impact. The long-term goal is to be servicing 120 clients with an average fixed fee of £5,000 earning you £270,000 per annum. 

Opportunities for equity through an option or growth share scheme for individuals who significantly contribute to the business's growth and culture

• Freedom with Responsibility: You decide how to grow your client base—whether that’s through content creation, events, or referrals. Work remotely, flexibly, and on your terms—as long as your clients thrive.
• Lead Generation Support: You’ll receive qualified leads, as well as marketing support and budget to fund your own initiatives and build your client base.
• No Bureaucracy: Say goodbye to slow decision-making. This is a firm where good ideas are actioned fast.
• Tech as a Power Tool: With AI-enabled paraplanning and a streamlined tech stack, you’ll spend more time advising and less time on admin.
• True Career Ownership: From equity opportunities to creating your own planning products (e.g., for Business exits, NHS Consulting or divorce planning), this is a firm that backs your vision.

Responsibilities

• Provide high-quality, holistic financial advice tailored to both wealth accumulators and retirees.
• Build and maintain long-term client relationships based on trust, transparency, and client-first principles.
• Contribute to the firm’s growth by bringing new ideas and executing initiatives—whether through lead generation, partnerships, or content.
• Collaborate with a lean support team, including admin staff and AI-powered paraplanning tools.
• Uphold and embody company values in all client interactions and internal collaboration.

Requirements

• Level 4 Diploma in Financial Planning (minimum)
• Demonstrated experience in advising clients
• Strong interpersonal skills with a passion for building new relationships.
• Comfortable working in a flexible, remote-first environment with high levels of personal responsibility.
• Tech-savvy and open to experimenting with new tools and platforms.

Benefits

• Flexible/Remote Work: Work from home or wherever suits you best. 2 to 4 days a month in the Cheltenham office.
• Unlimited Holidays: As long as your responsibilities are met.
• Qualified Leads: Supplied to help you grow faster.
• Growth Budget: Funding available for events, marketing, or any initiative you believe in.
• Client Portfolio: Clients to manage as current planner is at capacity
• Flat Structure: Work directly with senior leadership and help shape the firm.
• Long-Term Upside: Potential for equity/growth shares for those who significantly contribute to success.

How to Apply

If you’re a values-led Financial Adviser seeking freedom, creativity, and real support to grow something meaningful, we want to hear from you

This is not your traditional wealth management firm.

Built to challenge an industry too often driven by profit, this firm puts clients first—always. Operating with a fixed-fee model, it’s designed to serve both ambitious wealth builders and retirees alike, combining high-quality financial advice with transparent pricing.

Planners here are treated like partners, not just employees. It’s a flat-structured, tech-enabled business with a fast-moving, collaborative culture and a mission to drive better financial outcomes for clients—without the red tape.

You’ll be rewarded not only for the value you deliver to your clients, but also for your contribution to the growth and development of the firm. Base salary is up to £60,000, with on-target earnings of £95,000–£100,000 over the first 18 to 24 months through a performance-linked bonus structure and regular salary reviews to reflect your impact. The long-term goal is to be servicing 120 clients with an average fixed fee of £5,000 earning you £270,000 per annum. 

Opportunities for equity through an option or growth share scheme for individuals who significantly contribute to the business's growth and culture

• Freedom with Responsibility: You decide how to grow your client base—whether that’s through content creation, events, or referrals. Work remotely, flexibly, and on your terms—as long as your clients thrive.
• Lead Generation Support: You’ll receive qualified leads, as well as marketing support and budget to fund your own initiatives and build your client base.
• No Bureaucracy: Say goodbye to slow decision-making. This is a firm where good ideas are actioned fast.
• Tech as a Power Tool: With AI-enabled paraplanning and a streamlined tech stack, you’ll spend more time advising and less time on admin.
• True Career Ownership: From equity opportunities to creating your own planning products (e.g., for Business exits, NHS Consulting or divorce planning), this is a firm that backs your vision.

Responsibilities

• Provide high-quality, holistic financial advice tailored to both wealth accumulators and retirees.
• Build and maintain long-term client relationships based on trust, transparency, and client-first principles.
• Contribute to the firm’s growth by bringing new ideas and executing initiatives—whether through lead generation, partnerships, or content.
• Collaborate with a lean support team, including admin staff and AI-powered paraplanning tools.
• Uphold and embody company values in all client interactions and internal collaboration.

Requirements

• Level 4 Diploma in Financial Planning (minimum)
• Demonstrated experience in advising clients
• Strong interpersonal skills with a passion for building new relationships.
• Comfortable working in a flexible, remote-first environment with high levels of personal responsibility.
• Tech-savvy and open to experimenting with new tools and platforms.

Benefits

• Flexible/Remote Work: Work from home or wherever suits you best. 2 to 4 days a month in the Cheltenham office.
• Unlimited Holidays: As long as your responsibilities are met.
• Qualified Leads: Supplied to help you grow faster.
• Growth Budget: Funding available for events, marketing, or any initiative you believe in.
• Client Portfolio: Clients to manage as current planner is at capacity
• Flat Structure: Work directly with senior leadership and help shape the firm.
• Long-Term Upside: Potential for equity/growth shares for those who significantly contribute to success.

How to Apply

If you’re a values-led Financial Adviser seeking freedom, creativity, and real support to grow something meaningful, we want to hear from you

This is not your traditional wealth management firm.

Built to challenge an industry too often driven by profit, this firm puts clients first—always. Operating with a fixed-fee model, it’s designed to serve both ambitious wealth builders and retirees alike, combining high-quality financial advice with transparent pricing.

Planners here are treated like partners, not just employees. It’s a flat-structured, tech-enabled business with a fast-moving, collaborative culture and a mission to drive better financial outcomes for clients—without the red tape.

You’ll be rewarded not only for the value you deliver to your clients, but also for your contribution to the growth and development of the firm. Base salary is up to £60,000, with on-target earnings of £95,000–£100,000 over the first 18 to 24 months through a performance-linked bonus structure and regular salary reviews to reflect your impact. The long-term goal is to be servicing 120 clients with an average fixed fee of £5,000 earning you £270,000 per annum. 

Opportunities for equity through an option or growth share scheme for individuals who significantly contribute to the business's growth and culture

• Freedom with Responsibility: You decide how to grow your client base—whether that’s through content creation, events, or referrals. Work remotely, flexibly, and on your terms—as long as your clients thrive.
• Lead Generation Support: You’ll receive qualified leads, as well as marketing support and budget to fund your own initiatives and build your client base.
• No Bureaucracy: Say goodbye to slow decision-making. This is a firm where good ideas are actioned fast.
• Tech as a Power Tool: With AI-enabled paraplanning and a streamlined tech stack, you’ll spend more time advising and less time on admin.
• True Career Ownership: From equity opportunities to creating your own planning products (e.g., for Business exits, NHS Consulting or divorce planning), this is a firm that backs your vision.

Responsibilities

• Provide high-quality, holistic financial advice tailored to both wealth accumulators and retirees.
• Build and maintain long-term client relationships based on trust, transparency, and client-first principles.
• Contribute to the firm’s growth by bringing new ideas and executing initiatives—whether through lead generation, partnerships, or content.
• Collaborate with a lean support team, including admin staff and AI-powered paraplanning tools.
• Uphold and embody company values in all client interactions and internal collaboration.

Requirements

• Level 4 Diploma in Financial Planning (minimum)
• Demonstrated experience in advising clients
• Strong interpersonal skills with a passion for building new relationships.
• Comfortable working in a flexible, remote-first environment with high levels of personal responsibility.
• Tech-savvy and open to experimenting with new tools and platforms.

Benefits

• Flexible/Remote Work: Work from home or wherever suits you best. 2 to 4 days a month in the Cheltenham office.
• Unlimited Holidays: As long as your responsibilities are met.
• Qualified Leads: Supplied to help you grow faster.
• Growth Budget: Funding available for events, marketing, or any initiative you believe in.
• Client Portfolio: Clients to manage as current planner is at capacity
• Flat Structure: Work directly with senior leadership and help shape the firm.
• Long-Term Upside: Potential for equity/growth shares for those who significantly contribute to success.

How to Apply

If you’re a values-led Financial Adviser seeking freedom, creativity, and real support to grow something meaningful, we want to hear from you

This is not your traditional wealth management firm.

Built to challenge an industry too often driven by profit, this firm puts clients first—always. Operating with a fixed-fee model, it’s designed to serve both ambitious wealth builders and retirees alike, combining high-quality financial advice with transparent pricing.

Planners here are treated like partners, not just employees. It’s a flat-structured, tech-enabled business with a fast-moving, collaborative culture and a mission to drive better financial outcomes for clients—without the red tape.

You’ll be rewarded not only for the value you deliver to your clients, but also for your contribution to the growth and development of the firm. Base salary is up to £60,000, with on-target earnings of £95,000–£100,000 over the first 18 to 24 months through a performance-linked bonus structure and regular salary reviews to reflect your impact. The long-term goal is to be servicing 120 clients with an average fixed fee of £5,000 earning you £270,000 per annum. 

Opportunities for equity through an option or growth share scheme for individuals who significantly contribute to the business's growth and culture

• Freedom with Responsibility: You decide how to grow your client base—whether that’s through content creation, events, or referrals. Work remotely, flexibly, and on your terms—as long as your clients thrive.
• Lead Generation Support: You’ll receive qualified leads, as well as marketing support and budget to fund your own initiatives and build your client base.
• No Bureaucracy: Say goodbye to slow decision-making. This is a firm where good ideas are actioned fast.
• Tech as a Power Tool: With AI-enabled paraplanning and a streamlined tech stack, you’ll spend more time advising and less time on admin.
• True Career Ownership: From equity opportunities to creating your own planning products (e.g., for Business exits, NHS Consulting or divorce planning), this is a firm that backs your vision.

Responsibilities

• Provide high-quality, holistic financial advice tailored to both wealth accumulators and retirees.
• Build and maintain long-term client relationships based on trust, transparency, and client-first principles.
• Contribute to the firm’s growth by bringing new ideas and executing initiatives—whether through lead generation, partnerships, or content.
• Collaborate with a lean support team, including admin staff and AI-powered paraplanning tools.
• Uphold and embody company values in all client interactions and internal collaboration.

Requirements

• Level 4 Diploma in Financial Planning (minimum)
• Demonstrated experience in advising clients
• Strong interpersonal skills with a passion for building new relationships.
• Comfortable working in a flexible, remote-first environment with high levels of personal responsibility.
• Tech-savvy and open to experimenting with new tools and platforms.

Benefits

• Flexible/Remote Work: Work from home or wherever suits you best. 2 to 4 days a month in the Cheltenham office.
• Unlimited Holidays: As long as your responsibilities are met.
• Qualified Leads: Supplied to help you grow faster.
• Growth Budget: Funding available for events, marketing, or any initiative you believe in.
• Client Portfolio: Clients to manage as current planner is at capacity
• Flat Structure: Work directly with senior leadership and help shape the firm.
• Long-Term Upside: Potential for equity/growth shares for those who significantly contribute to success.

How to Apply

If you’re a values-led Financial Adviser seeking freedom, creativity, and real support to grow something meaningful, we want to hear from you

This is not your traditional wealth management firm.

Built to challenge an industry too often driven by profit, this firm puts clients first—always. Operating with a fixed-fee model, it’s designed to serve both ambitious wealth builders and retirees alike, combining high-quality financial advice with transparent pricing.

Planners here are treated like partners, not just employees. It’s a flat-structured, tech-enabled business with a fast-moving, collaborative culture and a mission to drive better financial outcomes for clients—without the red tape.

You’ll be rewarded not only for the value you deliver to your clients, but also for your contribution to the growth and development of the firm. Base salary is up to £60,000, with on-target earnings of £95,000–£100,000 over the first 18 to 24 months through a performance-linked bonus structure and regular salary reviews to reflect your impact. The long-term goal is to be servicing 120 clients with an average fixed fee of £5,000 earning you £270,000 per annum. 

Opportunities for equity through an option or growth share scheme for individuals who significantly contribute to the business's growth and culture

• Freedom with Responsibility: You decide how to grow your client base—whether that’s through content creation, events, or referrals. Work remotely, flexibly, and on your terms—as long as your clients thrive.
• Lead Generation Support: You’ll receive qualified leads, as well as marketing support and budget to fund your own initiatives and build your client base.
• No Bureaucracy: Say goodbye to slow decision-making. This is a firm where good ideas are actioned fast.
• Tech as a Power Tool: With AI-enabled paraplanning and a streamlined tech stack, you’ll spend more time advising and less time on admin.
• True Career Ownership: From equity opportunities to creating your own planning products (e.g., for Business exits, NHS Consulting or divorce planning), this is a firm that backs your vision.

Responsibilities

• Provide high-quality, holistic financial advice tailored to both wealth accumulators and retirees.
• Build and maintain long-term client relationships based on trust, transparency, and client-first principles.
• Contribute to the firm’s growth by bringing new ideas and executing initiatives—whether through lead generation, partnerships, or content.
• Collaborate with a lean support team, including admin staff and AI-powered paraplanning tools.
• Uphold and embody company values in all client interactions and internal collaboration.

Requirements

• Level 4 Diploma in Financial Planning (minimum)
• Demonstrated experience in advising clients
• Strong interpersonal skills with a passion for building new relationships.
• Comfortable working in a flexible, remote-first environment with high levels of personal responsibility.
• Tech-savvy and open to experimenting with new tools and platforms.

Benefits

• Flexible/Remote Work: Work from home or wherever suits you best. 2 to 4 days a month in the Cheltenham office.
• Unlimited Holidays: As long as your responsibilities are met.
• Qualified Leads: Supplied to help you grow faster.
• Growth Budget: Funding available for events, marketing, or any initiative you believe in.
• Client Portfolio: Clients to manage as current planner is at capacity
• Flat Structure: Work directly with senior leadership and help shape the firm.
• Long-Term Upside: Potential for equity/growth shares for those who significantly contribute to success.

How to Apply

If you’re a values-led Financial Adviser seeking freedom, creativity, and real support to grow something meaningful, we want to hear from you.

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

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

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

Why This Role is Perfect for You:

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

Key Responsibilities: 

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

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

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

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

Salary up to £55,000 + Hybrid working

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

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

Why Join Us?

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

A senior Paraplanning role in a Growing Wealth Management Firm – Be part of a firm managing over £10 billion in client assets, offering independent financial advice nationwide.

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

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

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

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

Your Role as a Senior Paraplanner:

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

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

Preparing and reviewing technical suitability reports and financial planning recommendations.

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

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

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

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

What We’re Looking For:

Diploma in Financial Planning (Level 4 Qualified) – Chartered Status or working towards it is a plus.

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

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

A Rare Opportunity for a High-Calibre, Technical Paraplanner

An ambitious, fast-growing, and technology-driven financial planning firm is seeking an experienced and highly technical Paraplanner to join its specialist planning function.

This is not a traditional paraplanning role.

Rather than sitting behind an adviser, you will work alongside the adviser as part of a dedicated planning team responsible for delivering high-quality, forward-thinking financial strategies — helping shape both the advice framework and the future direction of the business.

Salary up to £75,000 | Hybrid (Minimum 2 Days in London Office)

This firm has been built differently.

With a strong belief that financial planning should be transparent, evidence-based, and client-first, the business combines high technical standards with a modern, digital approach to advice delivery.

Their culture is centred around:

Innovation over tradition – leveraging technology to remove inefficiencies

Client outcomes over product sales – long-term planning, not transactions

Collaboration over hierarchy – ideas and improvements are welcomed from everyone

Continuous improvement – refining advice processes and raising standards

Tansparency and integrity – doing what’s right, always

By investing heavily in technology and automation, they remove the administrative burden typically associated with financial planning. This allows the planning team to focus on what truly matters: technical excellence, strategy development, and delivering outstanding client outcomes.

It’s a firm that values intellectual curiosity, autonomy, and strategic thinking.

The Opportunity

This role is ideal for a technically strong, ambitious paraplanner who wants to move beyond report writing and into a more strategic and influential position.

You will:

Own the end-to-end advice process – design and construct robust financial plans across pensions, investments, tax, protection, and estate planning

Contribute to advice strategy – refine and enhance planning frameworks

Work closely with the technology team – help optimise systems and improve efficiency

Maintain best-in-class technical standards

Play a leadership role within the planning function – mentoring and guiding junior colleagues

Influence the evolution of the firm’s advice proposition

This is a non-client-facing position, but one with real responsibility, autonomy, and strategic input.

What You’ll Need

A genuinely client-first mindset

Strong technical knowledge across core financial planning areas

Advanced analytical and suitability drafting skills

Comfort working in a technology-led environment

Collaborative, open-minded approach

Level 4 Diploma

Company Overview

Our client is a well-established and growing Financial Planning and Wealth Management business providing holistic advice to private clients. The firm operates within a strong regulatory framework and places high value on teamwork, accountability, and continuous improvement.

This is an organisation that recognises the importance of experienced client support professionals and provides a stable, supportive environment where individuals are trusted to take responsibility and contribute to the wider success of the business.

The Role

As Senior IFA Administrator, you will play a key role in the day-to-day delivery of client services and administration. You will act as a senior point of contact within the Client Support function, supporting advisers and colleagues while helping to ensure processes, standards, and client outcomes remain consistently high.

Your responsibilities will include:

• Acting as a senior member of the Client Support / IFA Administration team
• Managing end-to-end new business processing and ongoing servicing of clients’ financial plans
• Acting as a key point of contact for clients, advisers, providers, and internal stakeholders
• Supporting advisers with diary management and effective workload planning
• Ensuring all client records, documentation, and audit trails are accurate and compliant
• Liaising with compliance and operations teams on complex, unusual, or non-standard cases
• Supporting and guiding junior administrators, sharing best practice and technical knowledge
• Taking ownership of specific projects and contributing to process improvements
• Ensuring internal procedures and regulatory requirements are consistently followed
• Working closely with paraplanning and technical teams to gather accurate client information
• Keeping up to date with relevant regulatory, legislative, and industry developments

What We’re Looking For

This role would suit a confident, detail-oriented Senior IFA Administrator who enjoys responsibility and working collaboratively across teams. You will ideally have:

• Proven experience in an IFA Administration or Client Support role within Financial Planning
• Strong knowledge of new business processing, ongoing servicing, and provider liaison
• A good understanding of FCA regulation and compliance processes
• Excellent organisational skills and the ability to manage multiple priorities effectively
• Strong communication skills, both written and verbal
• Confidence to escalate or refer complex or non-compliant matters appropriately
• Advanced experience using Microsoft Office (Word, Excel, Outlook)
• The ability to work independently while supporting and influencing others

Desirable Experience

• Experience using back-office systems such as Iress XPLAN or similar
• Previous experience within a professional, compliance-led financial services environment
• Experience supporting multiple advisers or teams simultaneously

Benefits

The firm offers a competitive and supportive benefits package, including:

• Competitive salary, dependent on experience
• Hybrid working, including home working options
• 25 days’ holiday plus bank holidays, with the option to buy or sell additional days
• Employee Assistance Programme, including confidential wellbeing support
• Recognition and reward initiatives
• Ongoing support, training, and development opportunities
• A collaborative and professional working environment

Location & Working Pattern

• Hybrid working model
• Full-time, Monday to Friday
• Flexible working arrangements considered

This is a fantastic opportunity for a Diploma-qualified Paraplanner to advance your career with a well-established, fast-growing financial planning firm. The business is committed to maintaining a strong, technically proficient support team, enabling the delivery of high-quality advice and service to a loyal and expanding client base. You’ll join a collaborative team culture where paraplanning is respected as a core function of the advice process, and where your progression is genuinely supported.

Responsibilities

In this role, you’ll work closely with Financial Advisers to support the planning and delivery of compliant, client-focused advice. Responsibilities include:

• Preparing suitability reports and technical documentation for advice in pensions, investments, protection, and estate planning

• Conducting research and financial analysis to support tailored recommendations

• Using financial planning software (such as Genovo and Intelliflo Office) for cashflow modelling and scenario analysis

• Reviewing client data including income, assets, liabilities, and objectives

• Ensuring all advice and reports comply with FCA regulations and internal procedures

• Maintaining up-to-date client records and file notes

• Supporting with complaint handling and other regulatory obligations

• Staying informed on market developments, legislation changes, and product updates

Requirements

Qualifications

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

• Working toward Chartered status is advantageous and fully supported

Experience and Knowledge

• Strong understanding of pensions, investments, personal tax, protection, and estate planning

• Demonstrable experience in a paraplanning or technical support role within financial planning

• Comfortable with suitability report writing and conducting product research

• Familiarity with financial services platforms (especially Intelliflo Office and/or Genovo)

Technical Skills

• Ability to carry out tax calculations and analyse financial data

• Proficiency with Microsoft Office, particularly Word, Excel, and Outlook

• Attention to detail and the ability to present complex information clearly

Personal Skills

• Effective communicator, able to liaise with advisers and stakeholders at all levels

• Strong sense of professional integrity and a commitment to delivering quality outcomes

• Team-oriented, with the flexibility to adapt and grow with the business

• Self-motivated, goal-focused, and eager to continuously develop your skills

Benefits

• Salary: £40,000 – £45,000 per annum

• Annual bonus structure

• Hybrid working (2–3 days in the office)

• 25 days holiday + bank holidays

• Pension scheme and life assurance

• Full study support for further qualifications (including Chartered status)

• Ongoing CPD and structured development pathways

• Supportive, inclusive, and professional team environment

How to Apply

If you’re a Diploma-qualified Paraplanner ready to step into a dynamic and supportive firm where your expertise is recognised and rewarded, we want to hear from you. Apply now with your CV to take the next step in your career.

Ready to inherit clients, drive new business, and build a high-earning advisory career?

An established and growing financial planning firm is seeking an ambitious, commercially minded Level 4 Diploma-qualified Financial Advisor.

This role offers the best of both worlds: an existing client bank to service and genuine opportunity to grow your income through new business generation. Travel will be required across Somerset, Cornwall and Hampshire.

The Opportunity

This is a client-facing, revenue-generating advisory role focused on delivering holistic financial planning while actively developing new business opportunities.

You will inherit and service an established book of clients while identifying cross-selling and additional planning opportunities. You will generate and convert new business in line with agreed targets, deliver advice across pensions, investments, tax planning, estate planning and protection, and conduct compliant annual reviews via face-to-face, video and telephone meetings. You will also promote and implement the firm’s central investment proposition and work collaboratively with paraplanners and administrators to ensure efficient case delivery.

This role suits advisers who are commercially driven, proactive, and motivated to grow both income and influence.

Key Responsibilities

Client Discovery & Financial Planning

Conduct full fact-finds assessing financial circumstances, risk profile, capacity for loss and objectives. Provide clear, tailored and compliant financial recommendations. Draft suitability reports using structured templates. Review and improve existing client arrangements to ensure alignment with objectives.

Business Development

Meet and exceed agreed annual new business targets. Proactively prospect and convert new clients. Drive revenue growth from both inherited and newly acquired clients. Migrate clients appropriately onto the firm’s investment proposition.

Compliance & Professional Standards

Maintain CAS and a valid SPS. Operate in full compliance with FCA regulations and firm procedures. Keep CPD up to date and remain informed on regulatory and tax changes. Maintain accurate and auditable client records.

Salary & Benefits

Competitive bonus structure
Inherited client bank
Full administrative and paraplanning support
Structured compliance framework
Clear long-term career progression

What We’re Looking For

Level 4 Diploma in Financial Planning (minimum). Competent Adviser Status and current SPS. Proven experience delivering regulated financial advice. Strong ability to build and maintain client relationships. Experience conducting remote and in-person advice meetings.

Desirable: Working towards Chartered status, experience using Intelligent Office, strong cashflow modelling capability.

The Ideal Candidate

Commercially driven with a hunter mentality. Confident converting opportunities into revenue. Technically competent across pensions, investments and protection. Analytical, organised and detail-oriented. Resilient, proactive and motivated by performance.

Step into a client-facing advisory role with structured support and genuine progression.

Company Overview

This forward-thinking, client-centric financial planning firm delivers holistic advice across pensions, investments, protection, and tax planning. Known for professionalism, accountability, and continuous development, the firm supports ambitious professionals who want long-term career growth.

You’ll join a high-performing, collaborative team focused on delivering outstanding client outcomes while developing future Chartered Financial Planners.

Job Title

Trainee Financial Advisor / Trainee Wealth Planner

Ideal for experienced Paraplanners ready to transition into regulated advice.

Location & Work Type

• Cambridge (Hybrid – 2–3 days office-based)

• Full-time, permanent

Salary & Benefits

• £50,000 – £65,000 basic (DOE)

• Bonus scheme

• 25+ days holiday + bank holidays

• Generous pension contribution

• Full support toward Chartered status

• Structured mentoring and CPD

• Inclusive, supportive team culture

Responsibilities

Client Advice & Planning

• Support Wealth Planners with holistic financial advice

• Deliver advice across pensions, investments, tax planning, and protection

• Prepare cashflow modelling using tools such as Voyant or CashCalc

• Assist in client reviews and recommendation delivery

• Build confidence towards Competent Adviser Status (CAS)

Development & Compliance

• Receive mentoring from Chartered Advisers

• Complete structured training towards full advisory responsibility

• Maintain CPD and ensure FCA-compliant documentation

• Uphold high ethical and regulatory standards

Requirements

Essential

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

• Paraplanning experience within an IFA or financial planning firm

• Strong technical knowledge of pensions, investments, and tax wrappers

• Clear communication and client-facing confidence

• Strong analytical and organisational skills

Desirable

• Working towards Chartered status

• Experience with XPlan or similar back-office systems

• Familiarity with Voyant or CashCalc

• Exposure to complex or high-net-worth cases

How to Apply

If you’re ready to move from Paraplanning into a supported advisory role with clear progression, apply now for a confidential discussion.

Are you an experienced Financial Adviser ready to take full control of your clients, earnings and future? This is a rare opportunity to join a forward-thinking wealth management firm that combines cutting-edge AI technology with a boutique, high-touch service model — empowering advisers to scale faster, work smarter and deliver an exceptional client experience.

We’re looking to connect with driven, high-quality advisers who want either to grow significantly or to find the perfect long-term home for their clients before retirement.

The Proposition
• Self-employed model with full client ownership
• 70% revenue share with all core costs covered (PI, compliance, paraplanning and tech)
• Seamless AI integration that automates meeting notes, report writing and annual reviews — same-day turnaround on reports
• Access to lead-generation options if desired (reduced split with joint ownership)
• Comprehensive infrastructure and support allowing you to focus entirely on client relationships and business growth

Why This Stands Out
• Advisers typically manage 120–150 clients elsewhere — here, AI efficiency allows you to handle 300+ without additional admin burden
• No paraplanning delays or costs: suitability and review reports produced in minutes, not weeks
• Freedom to scale or plan a future exit with the option to sell your book when you retire
• Boutique culture that values quality, autonomy and work-life balance
• Backed by an established investment group with UK and offshore capability

Ideal Candidate
• Chartered or Diploma-qualified Financial Adviser / IFA
• Minimum £10–15m transferable AUM (flexible for outstanding growth-minded advisers)
• Demonstrable track record of client acquisition and retention
• Entrepreneurial mindset, comfortable operating independently within a collaborative, tech-driven environment
• London-based preferred, though flexible for exceptional candidates elsewhere

If you’re an experienced adviser seeking freedom, ownership and the industry’s most advanced technology to simplify your business, this is an outstanding opportunity to transform the way you work.

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.

Home Counties & London | Hybrid Working

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

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

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

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

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

The Opportunity

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

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

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

What’s on Offer

• Lucrative bonus structure rewarding both client service and business growth

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

• Whole-of-market, holistic advice proposition

• Exceptional support: 1:1 Paraplanning and Admin

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

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

Who We’re Looking For

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

• Proven experience advising HNW clients 

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

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

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

• A team player who enjoys mentoring and contributing strategically

A four-time award-winning, Chartered financial planning firm — managing in excess of £1 billion of client assets — is looking for a Continuous Improvement Assistant to help shape how they work, and how they grow.

Salary £32,000 – £35,000 per annum, dependent on qualifications and experience.

About the Firm

This is a firm that has grown organically since 1983 by putting clients at the heart of everything it does. Holding Chartered Status and recognised four times as one of the best financial adviser businesses to work for in the UK, it is a place where ambition is genuinely nurtured — with real support for qualifications, structured career progression, and even the potential for equity participation for the right people.

The Opportunity

Reporting to the Head of Operations, you will play a pivotal role in elevating client experience and strengthening operational performance across the business. You will champion process optimisation, automation, and digitisation — working collaboratively with all departments to embed a genuine culture of continuous improvement where innovation is part of everyday thinking.

What You Will Be Doing

• Identifying and implementing technology and automation solutions to improve operational efficiency.
• Analysing existing workflows, pinpointing inefficiencies, and supporting process redesign.
• Mapping and improving client journeys to ensure seamless, high-quality service delivery.
• Using data-driven insights to measure performance and track the impact of improvement initiatives.
• Coordinating workshops and training sessions to build a culture of digitisation and continuous improvement.
• Ensuring all initiatives align with FCA regulations and internal compliance standards.

What We're Looking For

• Proven experience in continuous improvement, process optimisation, or operational excellence.
• Familiarity with digital transformation, automation tools, and change management.
• Strong analytical mindset with sharp attention to detail and confident problem-solving skills.
• A natural communicator with strong stakeholder management skills at all levels.
• Competent user of Office 365; knowledge of SharePoint and Teams is a bonus.
• Experience with Lean, Six Sigma, or similar methodologies is desirable.
• A background in financial services or understanding of the FCA regulatory environment is advantageous.

What's In It For You

• 4 x salary life assurance and discretionary bonuses.
• Employer pension contribution of 5%, rising incrementally with service; salary sacrifice available.
• 24 days' holiday, increasing with continuous service.
• Health Cash Plan, free on-site parking, and hybrid working following induction.
• Genuine long-term career development, qualification support, and the potential for equity participation.
• Hybrid working 3 days in the office and 2 from home 

A growing and dynamic financial services business is seeking an experienced Mortgage Case Manager to join their busy team. This is a pivotal administrative role supporting a team of Mortgage Advisers, managing cases from submission through to completion and ensuring a smooth, compliant, and professional experience for all parties involved.

The Role

The successful candidate will take ownership of mortgage applications from the point of submission, coordinating with clients, lenders, solicitors and other third parties to keep cases progressing efficiently. They will work closely with Mortgage Advisers to ensure compliance requirements are met at every stage, documentation is accurate and complete, and all relevant information is recorded and uploaded in a timely manner.

Day-to-day responsibilities will include:

• Checking compliance requirements are satisfied at the point of submission against agreed standards
• Managing mortgage applications through to completion, proactively chasing and resolving any outstanding issues
• Liaising directly with clients, lenders and solicitors to provide updates, answer queries and obtain supporting documentation
• Uploading case documents to lender portals and maintaining accurate records on the back office system
• Supporting Mortgage Advisers in collating client information and documentation ahead of meetings
• Booking client appointments into Adviser diaries where required
• Contributing to ad hoc projects as directed by the Head of Wealth Builder

The Person

The business is looking for a confident and organised mortgage administrator with a minimum of two years' experience in a similar role. They will be comfortable working at pace within a large team, managing multiple cases simultaneously, and communicating professionally with a wide range of internal and external stakeholders.

The ideal candidate will bring:

• Experience in mortgage administration
• A solid understanding of the mortgage application process from submission to completion
• Strong computer skills and the ability to quickly learn new software and systems
• Experience working within a fast-paced, high-volume office environment
• Excellent written and verbal communication skills
• Strong organisational skills with the ability to prioritise effectively and escalate issues where appropriate
• A professional and proactive approach to managing their own workload

Why Join?

This is an excellent opportunity for an experienced mortgage administrator to join an ambitious and supportive business, working alongside a knowledgeable team with a clear focus on growth. A competitive salary is on offer, commensurate with experience.

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

The Role

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

Day-to-day responsibilities will include:

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

The Person

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

The ideal candidate will bring:

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

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

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

The Role

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

Day-to-day responsibilities will include:

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

The Person

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

The ideal candidate will bring:

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

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

This is an excellent opportunity for a technically strong individual who enjoys the analytical side of financial planning and wants to be part of a collaborative, forward-thinking team.

The business has a strong track record of developing people internally, with clear progression and long-term career opportunities.

The Role
You will work closely with Financial Planners to produce high-quality, compliant advice and support the end-to-end planning process.

Responsibilities will include:

• Writing suitability reports across pensions, investments, protection and tax planning

• Conducting research and analysis to support client recommendations

• Cashflow modelling and scenario planning

• Preparing pre- and post-meeting documentation

• Liaising with advisers, administrators and providers

• Ensuring all work meets compliance and regulatory standards

What We’re Looking For

• Experience working as a Paraplanner within an IFA firm

• Strong technical knowledge across financial planning

• Progressing towards or holding Diploma (DipPFS) qualifications

• High attention to detail and ability to produce accurate, high-quality reports

• Strong organisational and communication skills

• Ability to work both independently and as part of a team

What’s on Offer

• Salary up to £48,000 depending on experience and qualifications

• Support with further professional development and exams

• Clear progression within a growing business

• Structured onboarding and training

• Hybrid working following initial onboarding period

This is a strong opportunity for a Paraplanner who wants to develop technically, work closely with experienced advisers and be part of a business that is investing in its future growth.

If you’re looking for your next step in paraplanning, apply now or get in touch for more information.

This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time.

The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress.

The Role
You will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish.

Responsibilities will include:

• Supporting advisers with new business submissions and client servicing

• Preparing documentation for client meetings and reviews

• Managing platforms and provider interactions

• Processing fund switches, withdrawals and policy updates

• Maintaining accurate records on back-office systems

• Liaising with clients, providers and internal teams

What We’re Looking For

• Minimum 2 years’ experience working within an IFA firm

• Strong understanding of financial planning processes and administration

• Ability to work independently and manage workloads effectively

• High attention to detail and organisational skills

• Comfortable working in a fast-paced, team-oriented environment

• Ideally working towards or interested in starting professional exams

What’s on Offer

• Salary up to £38,000 depending on experience

• Clear progression pathway into paraplanning

• Support with professional qualifications and development

• Structured onboarding and training

• Hybrid working following initial training period

This is a great opportunity to join a firm that genuinely invests in its people and provides a clear route for long-term career growth within financial planning.

If you are an experienced IFA Administrator looking for your next step, apply now or get in touch for more information.

Are you ready to break away from outdated wealth management and embrace a transformative opportunity that redefines success? An authoritative industry leader renowned for innovation and excellence, we’re seeking exceptional Financial Advisers who crave autonomy, value client-first service, and desire a role where their success is truly rewarded. With proven support, cutting-edge technology, and a community of high achievers behind you, this opportunity is as exclusive as it is game-changing—and it won’t last long.

Competitive base salary up to £90,000 plus bonus opportunities that can exceed £130,000 as your client bank flourishes.

Why This Opportunity Is Unmissable:

Join an elite team on a rapid growth trajectory.

Entrepreneurial Freedom: Chart your own course and build a client bank with proprietary, high-quality leads.

Enjoy complete autonomy supported by our established reputation.

Digital Prowess: Experience a digital-first, tech-enhanced environment that slashes administration tasks and empowers you to focus on delivering life-changing solutions.

Trusted Authority & Social Proof: Become part of a superior network of industry experts whose successes speak volumes.

Leverage the credibility and influence of our firm to boost your own success.

Valuable Reciprocity: We invest in your growth with expert training, ongoing support, and a dedicated learning budget that includes exam support and career advancement tools, ensuring the returns of your personal and professional commitment are unmatched.

Your Role: • Cultivate and manage your own client bank using exclusive, high-caliber leads and proven strategic support.

Deliver holistic, financial planning advice tailored uniquely to each client’s dreams and needs—helping them secure a prosperous future.

Harness state-of-the-art technology to enhance service delivery and simplify daily operations.

Forge deep, trust-based relationships with clients as you transform their financial narratives.

Uphold impeccable professional and ethical standards at every client engagement.

Engage actively in a vibrant, collaborative culture that continuously sets new benchmarks in financial advising.

Who We’re Looking For:

A dedicated Financial Adviser with Cass, passionate about making a positive impact.

A qualified professional with a minimum Level 4 Diploma in Financial Advice (CII, CISI, etc.)

An ambitious, client-first trailblazer who embraces modern tools and strategies to achieve excellence.

A dynamic team player whose values resonate with our own—integrity, innovation, and a relentless drive for success.

What’s on Offer:

A flexible hybrid working model with a minimum of 2 days a week in our inspiring London office.

Exceptional future potential including opportunities for equity participation—grow as we grow. • Comprehensive benefits including private medical insurance, income protection, and death in service.

A rich, supportive environment that not only celebrates your successes but also reinvests in your professional journey.

Act Now – Your Future Cannot Wait!

This is more than a job—it’s your launchpad to a rewarding career that transforms not only your life but also the lives of those you serve. With a rare blend of authority, advanced technology, and a nurturing, results-driven culture.

When opportunity knocks, swift action sets you apart. Join the revolution that is reshaping financial planning and become part of an exclusive community of high-achievers.

Don’t miss your chance to build your legacy. Apply today to secure your future and join a team where excellence isn’t just expected—it’s celebrated!

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.

Salary Up to £75,000

The firm manages internally constructed model portfolios — both discretionary and advisory — alongside external multi-asset funds, and is seeking someone to lead that proposition with authority and expertise. The successful candidate will serve as the firm's primary investment authority, sitting at the heart of the Investment Committee and driving strategy, selection, and performance oversight.

This is not a back-office role. The Investment Manager will engage directly with fund managers, work alongside private clients, and shape the direction of a proposition that sits at the core of the firm's client value offering.

Key Responsibilities

The Investment Manager will be responsible for:

• Leading investment selection, constructing and managing model portfolios across platforms, and ensuring all portfolios are managed in line with stated objectives and the firm's investment proposition
• Maintaining and developing the firm's fund buy list through ongoing research, performance assessment, and market analysis
• Chairing and coordinating the Investment Committee, including preparing pre-meeting materials and driving informed decision-making
• Producing clear, professional client-facing portfolio updates on at least a quarterly basis
• Building and maintaining relationships with fund managers, product specialists, and fund house representatives — including negotiating fee discounts where appropriate
• Managing and mentoring the investment management team, delivering training on investment topics and the firm's proposition
• Collaborating with counterparts across the wider group through quarterly meetings and ongoing informal dialogue
• Supporting the production and quality assurance of portfolio factsheets in conjunction with the central investment team
• Maintaining all documentation required to meet the firm's regulatory and compliance obligations

Qualifications

Essential:

• CFA Investment Management Certificate (Level 4)
• CISI Chartered Wealth Management (Level 7)

The Ideal Candidate

The firm is looking for a motivated, commercially minded investment professional with a demonstrable track record in portfolio management and investment strategy. The right candidate will bring strong knowledge of FCA standards and legislation, the ability to communicate complex investment concepts clearly to both clients and colleagues, and the interpersonal skills to build lasting relationships with external fund managers and internal stakeholders alike.

Experience within an IFA or wealth management environment is highly desirable. The firm values individuals who are intellectually curious, driven by quality outcomes for clients, and ambitious to grow alongside a business that is actively expanding its reach and reputation.

This represents a genuine opportunity for an Investment Manager to step into a leadership role with real influence — in a firm that combines the intimacy of an IFA practice with the resources and career development of a national group.

There's a particular kind of frustration that experienced Financial Planners know well. You're good at what you do. Your clients trust you. But somewhere along the way, the firm around you stopped feeling like the right fit — too restrictive, too product-driven, too focused on targets over relationships.

If that resonates, keep reading.

A Firm Built Around Doing Advice Properly

This is an award-winning, genuinely independent wealth management firm — whole-of-market, no in-house product bias, no sales culture. Just experienced professionals delivering thoughtful, holistic financial planning to clients who value the relationship.

The firm has built its reputation quietly and deliberately: on long-term client relationships, recurring income models, and a culture where Advisers are trusted to get on with the job. Paraplanners and client support teams handle the admin. Compliance is strong and supportive, not adversarial. Technology is genuinely good — it gets out of your way and gives you more time with clients.

This is what good looks like.

What's on Offer

A ready-made client bank of circa £40 million AUM is available to inherit from day one — a real book of real clients, not a promise of leads that may or may not materialise. Alongside that, the firm provides a steady flow of quality referrals and digital enquiries for those who want to grow beyond the inherited portfolio.

The day-to-day is what most Planners actually want it to be: annual reviews, holistic planning conversations, pension and investment strategy, inheritance tax and retirement planning — with proper paraplanning support behind you.

There is no micromanagement here. You will be trusted as the professional you are.

The Package

• Base salary up to £90,000 (dependent on experience)
• Performance bonus on top
• Hybrid working
• Existing client bank (~£40m AUM) from day one
• Paraplanning and client support team
• Quality referrals and online leads
• Strong compliance infrastructure
• A genuine long-term home

Who This Is For

This role is best suited to a qualified, experienced Financial Planner or IFA who holds a Level 4 Diploma (DipFA, DipPFS or equivalent) and CAS status, and who has a proven track record of managing client relationships and delivering holistic advice. Experience across pensions, investments, retirement planning and estate planning is expected.

What matters most, though, is attitude. The firm is looking for someone who genuinely cares about client outcomes, takes professional pride in their work, and wants to build something lasting — not someone chasing a quick commission.