Jobs from Financial Divisions

A well-established and growing Independent Financial Advice firm in Harrow is looking to recruit a Diploma-qualified Paraplanner to join their friendly and supportive team. This is an excellent opportunity for a technically strong paraplanner who is looking not only to develop their expertise, but also to progress towards an Adviser role in the future. The Role You will play a key role in supporti

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £4

An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development. Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £30m - £4

Financial Planning Administrator £30k - £38k plus bonuses Established Wealth Management Firm Offices in Godalming/Guildford (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals. I have

Financial Administrator / Client Services Assistant Offices near Reigate/Redhill (Surrey) £30k - £35k basic salary plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they manage the a

Paraplanner/Trainee Financial Adviser Career defining opportunity for an ambitious candidate Advising in 12 – 18 months £40k - £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, famili

BRAND NEW ROLE: Paraplanner Vacancy Boutique Wealth Management Firm £35k - £48k basic salary discretionary bonuses Reigate/ Redhill (Surrey) - hybrid working after onboarding Full study support package towards level 4 diploma and chartered status My client is a boutique independent financial advice business based near Reigate who I have placed staff with in the past. They have built a lasting rep

Financial Administrator (part-time, 3 days per week) Offices near Reigate/Redhill (Surrey) £30k - £40k basic salary (pro-rata) plus benefits Boutique IFA firm with 300 clients My client are an independent wealth planning firm. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex and London. In their current setup they

Paraplanner/Trainee Financial Adviser Advising in 12 – 18 months Up to £50k basic salary plus benefits Boutique IFA Chartered IFA firm My client are a Chartered wealth management business based near Guildford who I have met and placed several staff with over the years They provide financial advice to high-net-worth private individuals, families, trusts and businesses spread across London and the s

Experienced Independent Financial Adviser (IFA) Offices Near Watford | Hybrid Working Available Salary Up to £60,000 Bonus Structure Join a Growing Independent Financial Advice Firm A well-established and growing Independent Financial Adviser firm with offices near Watford is seeking an experienced Financial Adviser to join their collaborative and client-focused team. This is an excellent opportu

The Opportunity My client, a highly respected and award-winning independent wealth management firm near Chelmsford, is seeking an ambitious Financial Adviser with 2–3 years’ experience to join their expanding team. This opportunity is ideal for a driven, motivated Adviser who is hungry to progress, grow their client base, and build a long-term career within a supportive, forward-thinking firm. You

Paraplanner – Route to Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £50,000 bonus benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Paraplanners looking to take that step into Advising to join their growing team. This is an excellent opportunity to join a business tha

A highly regarded boutique wealth management firm in Brighton is looking for a Diploma-qualified Junior Wealth Planner to join their close-knit advisory team — and take the next significant step in their career. This is an ideal move for an experienced paraplanner who is ready to transition into a client-facing role, with a genuine and structured pathway toward becoming a Senior Wealth Planner ove

Are you a Financial Adviser looking to step away from KPI-driven targets and an aggressive sales-led environment? Are you looking for a role where you are not tied to a desk or constant product focus, and instead can concentrate on building long-term relationships with high-quality HNW/UHNW clients? This is a genuinely rare opportunity for a Financial Adviser to work within a boutique St James’s P

Office-Based, Up to £60,000 Discretionary Bonus A highly progressive, technology-driven Independent Financial Advisory firm based in Essex is seeking an experienced Technical Paraplanner to join its growing team. With approximately £250 million AUM , an average client portfolio of £1m–£1.3m , and a strong focus on data, efficiency, and process, this is an ideal role for a detail-driven paraplanne

Independent Financial Adviser – St Albans Area Location: Near Watford Hertfordshire Salary: Up to £60,000 basic (depending on experience) 30% bonus on initial fees Employment Type: Full-time, permanent About the Role We’re seeking an experienced Independent Financial Adviser (IFA) to join our established team based near St Albans . This role offers an exceptional opportunity to take on part of a

Package: £28,000 – £35,000 (DOE) Excellent Benefits & Progression Location: Office-Based – Harrow, Northwest London Are you a seasoned professional with extensive St. James’s Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Ad

A boutique, forward-thinking wealth management firm in Brighton is looking for a Diploma-qualified Junior Wealth Planner to join its growing team. This is an ideal opportunity for an experienced paraplanner who is ready to transition into a fully client-facing advisory role. You’ll work closely with senior planners, gain exposure to high-net-worth clients, and follow a clear development pathway to

Salary: Up to £55,000 Discretionary Bonus A highly progressive, technology-driven Independent Financial Advisory firm based in Essex is seeking an experienced Technical Paraplanner to join its growing team. With approximately £250 million AUM , an average client portfolio of £1m–£1.3m , and a strong focus on data, efficiency, and process, this is an ideal role for a detail-driven paraplanner who

A boutique wealth management firm with a strong reputation in Brighton is looking for an ambitious, Diploma-qualified Junior Financial Advisor ready to make the leap from paraplanning into a genuine client-facing advisory career. This is a rare opportunity to join a firm that's serious about developing its people — offering real exposure to high-net-worth clients from day one, within an environmen

Paraplanner – Guildford | Up to £45,000 Genuine Career Development Sometimes the right move isn't the flashiest one — it's the one that gives you the foundations to actually build something. If you're a Diploma-qualified Paraplanner who wants to do great work in a firm that lets you get on with it, read on. Based in Guildford, our client is a respected independent wealth management firm with a lo

Location: Ipswich | Hybrid Working | Established, Supportive IFA Firm Are you an experienced and qualified Paraplanner looking to join a highly reputable Independent Financial Adviser practice? This is an excellent opportunity to become part of a supportive, client-focused team offering genuine career progression, flexible working, and a positive, stable working environment. The Role As a Paraplan

About the Role - Assistant Financial Planner Our client is looking to take on an Assistant Financial Planner due to growth. In this role you will: Immerse you in the financial planning process, working closely with Financial Planners and Financial Planning Managers. Provide comprehensive training and practical experience, supported by one of Essex's leading Law and Financial Planning firms. Prepar

Financial Adviser-Wealth Management Firm Location: Offices near Chelmsford, Essex Salary: Up to £60,000 bonus benefits The Opportunity My client, an award-winning independent financial planning firm based near Chelmsford, is looking for a Financial Adviser to join their growing team. This is an excellent opportunity to join a business that prides itself on professionalism, integrity, and long-te

Guildford, Surrey Salary: £40,000 – £45,000 (DOE) Benefits The Role A highly regarded wealth management firm in Guildford is looking to recruit a Diploma-qualified Paraplanner to support its team of Financial Planners. This role offers the opportunity to work with a varied client base, including HNW individuals, and contribute to the delivery of high-quality, holistic financial advice. Key Respon

Practice Manager – St. James’s Place Partner Practice Location: North London (Stunning Offices) Salary: £30,000 – £40,000 (DOE) Benefits Hours: Full-time, Office-Based About the Practice An established and highly regarded St. James’s Place Partner Practice based in North London is seeking an experienced and dynamic Practice Manager to oversee the day-to-day operations of the business. The Practic

A well-regarded boutique wealth management firm in Brighton is on the lookout for an Associate Financial Planner — someone with the technical depth of a seasoned paraplanner and the drive to start doing more with it. This isn't a "maybe one day you'll see a client" kind of role. From early on, you'll be in the room, building relationships and growing into a fully-fledged planning career. What You'

Salary: Up to £50,000 Excellent Benefits Location: North London | Established, Supportive IFA Firm Are you a qualified Paraplanner looking to join a highly reputable SJP practice? This is an excellent opportunity to become part of a supportive, client-focused team offering genuine career progression, flexible working, and a positive, stable working environment. The Role As a Paraplanner, you will

Our client is a highly respected, long-established wealth management firm near Sutton who are looking to bring in an experienced Paraplanner with a genuine desire to progress into an advisory role over time. This is a fantastic opportunity for someone who enjoys the technical side of financial planning but also wants a clear, supported pathway into becoming a Financial Adviser. The Opportunity You