This Week’s Jobs

Job Title: Associate Financial Adviser  Location: Northampton, UK Salary: £40,000-£55,000  Benefits: Pension contributions matched at 4% (increases to 6% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities 21 days holiday per annum (increases annually up to 25 days) plus bank holidays Role Overview: As an Associate Financial […]

Job Title: Client Service Associate – Support Location: Sutton Coldfield, UK Salary: Up to £35,000 per annum (Experience dependent) Are you an experienced wealth management professional with a knack for providing exceptional client service? Do you thrive in a dynamic environment where your administrative prowess and communication skills shine? If so, we have an exciting […]

Job Title: Senior IFA Administrator / Junior Paraplanner Location: Sutton Coldfield, UK Salary: Up to £40,000 per annum (Experience and qualifications dependent) Benefits: 25 days of annual leave, in addition to bank holidays, increasing to 30 days after 10 years of service. Employer contribution starting at 3% (after 3 months) and increasing to 5% after […]

Paraplanner Location: Nottingham, UK – REMOTE CONSIDERED FOR EXCEPTIONAL INDIVIDUALS  Salary: up to £45,000  Benefits City centre location with car parking provision Generous salary/bonus and profit share scheme Group scheme benefits – pension scheme, death in service & income protection plan  Career and personal development pathways Wellbeing support services Generous social budget and team away […]

Are you a seasoned Financial Adviser looking for an exciting opportunity to make a significant impact? Look no further! We have a fantastic opportunity with a leading name in the financial industry which has expanded its presence and is actively seeking dynamic and experienced Financial Advisers.  The business is a well-established financial services provider with a strong […]

Paraplanner – Surrey – £40K – £50K Our client is looking for an experienced Paraplanner who is organised, result driven to join their team. If you have the paraplanning experience and are CII Level 4 Diploma Qualified or equivalent required for this role, please keep reading! My client works with High-Net-Worth clients, they deal with […]

Job Title: IFA Administrator Location: Lichfield (WS14), UK Salary: £25,000-£31,000  Benefits: Full exam support, including payment for the first exam attempt and a pay rise of £1,000 per exam passed. Study time provided within the working week to support your professional development. Flexible working arrangements, including the opportunity for office-based and homeworking after the initial […]

Job Title: Financial Planning Administrator Location: Bury St Edmunds, UK Salary – £30,000-£35,000  Benefits 22-24 days of holiday (depending on experience), plus your birthday off. Flexible home working policy. Matching employer pension contributions up to 6% of salary. Income protection and death in service benefits. Private health insurance and employee assistance program. Study support for […]

Paraplanner Wakefield £30,000 – £40,000 Hybrid Working Are you looking for a fresh start, working for a company who can offer hybrid working as well as career progression? Looking for a change from administrative tasks and want to get your teeth into some more research led tasks? Then this should be the role for you! […]

Role: Paraplanner Location: Teignmouth, Devon  Salary: £30,000 – £45,000 – Depending on experience.   As part of our ambitious expansion plans, we are seeking an ambitious and driven individual to join as a Paraplanner with the head office being based in Teignmouth, Devon.  Company pension contribution of 6%  Flexitime. On-site parking. Exam support and clear pathways […]

Job Title – Independent Financial Adviser  Location – Teignmouth, Devon Salary – £40,000 – £55,000 dependent on experience / qualifications + bonus.  We are working with a well-established and reputable financial advisory firm in Teignmouth, Devon with a strong presence throughout the wider region. Their commitment to delivering outstanding financial advice has earned them a loyal client base, […]

This is your opportunity to join a dynamic financial planning firm based in Derby, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client’s unique needs and goals. We believe in fostering a collaborative environment where professionals can grow and thrive. Position […]

This is your chance to join a reputable financial services firm dedicated to providing comprehensive financial planning and advisory services to clients across Derby and the surrounding regions. We pride ourselves on our commitment to delivering tailored solutions that meet our clients’ unique financial needs and goals. Job Description: We are currently seeking a diligent […]

Investment Manager/Director – North East Basic to £100,000 plus bonus & benefits Company A long established, UK based, investment management company providing wealth management and financial planning services, is looking to appoint an experienced Investment Manager/Director to continue the firm’s development in the North East of England. Role You will be responsible for the ongoing […]

Job Title – Independent Financial Adviser  Location – Cardiff  Salary – £40,000 – £55,000 dependent on experience / qualifications + bonus.  We are working with a well-established and reputable financial advisory firm in Cardiff with a strong presence throughout the wider region. Their commitment to delivering outstanding financial advice has earned them a loyal client base, and they take pride […]

The opportunity for a Paraplanner to join an exceptional Wealth Management Practice working in their Northampton office.  The Opportunity During a period of key expansion, our client is looking for a highly experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each […]

There is an opportunity for an experienced Paraplanner to become a key member in the paraplanning team for a Southeast Financial Planning company that branches across several offices. They keep going strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning […]

Chartered Financial Adviser – London – £50K – £70K Please get in touch if you are a Financial Planner who is looking for a new company to call home. Due to an extremely fruitful period of business, we are assisting a long-standing client who is expanding their Financial Planning team. My client provides financial planning, wealth structuring […]

We are assisting a Milton Keynes based client in welcoming a new IFA Administrator to their established administration team. They offer financial products and investments across the whole market, so your product knowledge will increase. There is a great company culture and an array of exciting opportunities and benefits to this role. Competitive salary with annual reviews 3 x […]

We are looking for experienced finanical administrators to join a successful financial services company in Brighton. The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience. Applicants must have a minimum of 4 years’ administration/ client service experience within the wealth management or employee benefits sector. You […]

We are looking for experienced administrators to join a successful financial services company in Brighton. The successful applicants must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience. Applicants must have a minimum of 2 years’ administration/ client service experience within the wealth management or employee benefits sector. […]

We are looking for an experienced IFA administrator to join a growing and successful wealth management practice at their Sussex base. The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience. Applicants must have a minimum of 2 years’ administration/ client service experience […]

Our client, a respected name within financial services, are seeking home-based life insurance underwriters to join their growing team. You will be tasked with making sound decisions on underwriting a range of products including life insurance, critical illness, income protection and private medical. Applications are being sought from experienced underwriters with a minimum of 2 […]

We are looking for a talented Paraplanner to join a well-respected and successful Sussex-based wealth management practice. You will be working in a busy team in support of our clients’ wealth managers.  You will have a strong technical ability and be adept at producing a high standard of work.  Duties will include technical research, cashflow forecasting, and […]

Operations Manager – Award-Winning Wealth Management Firm  Salary – up to £60,000 Location – Central Nottingham (NG1), UK  Job conditions: This is a full-time, permanent position  Do you thrive on operational excellence and enjoy leading passionate teams towards success? A highly-regarded and fast-growing wealth management firm in Nottingham, seeks an exceptional Operations Manager to join […]