Financial Divisions

Excellent Benefits & Supportive Culture A well-established and growing IFA firm is seeking an experienced Paraplanner to join their collaborative team. This is a great opportunity to work closely with advisers, support high-quality client relationships, and contribute to delivering first-class financial planning. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Maintain accurate records and manage cases efficiently What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases and deadlines What's on Offer Hybrid and flexible working Full admin and paraplanning support...

Hybrid - 2 days per week in London If you're an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you're ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you've been waiting for. My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For . They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team. The Opportunity This is not a standard admin role. You'll be the senior point of contact within the administration function - ensuring the smooth running of the team,...

A rare opportunity to step into a genuinely elevated paraplanning role supporting Ultra-High-Net-Worth (UHNW) clients, complex planning cases, and a clear pathway to Adviser level. My client - a prestigious, wealth management firm in London - is seeking an exceptional Paraplanner to join their growing private client team. This is not a back-office role. You'll be client-facing, involved in sophisticated planning work, and treated as a technical partner to the advisers. If you're looking for a role that stretches your technical capability, gives you exposure to high-value clients, and offers genuine long-term progression, this is it. Why this role stands out Work directly with UHNW clients and their families across the UK and internationally Complex, intellectually stimulating cases - multi-jurisdictional planning, trusts, investment structures, cashflow modelling Client-facing from day one , attending meetings and acting as a trusted technical expert Clear...

Are you an experienced IFA Administrator looking to join a highly respected, boutique Chartered IFA where your development is genuinely supported and your work makes a real impact? This is an outstanding opportunity to join a close-knit, professional team with an exceptional reputation for quality, integrity and client care. The Opportunity You'll join a well-structured, friendly and collaborative firm where administrators are truly valued. Working alongside paraplanners and advisers, you'll play a key role in delivering a seamless client experience and supporting the advice process from start to finish. This is an ideal role for someone who enjoys being organised, proactive and client-focused - and who wants to grow within a firm that invests in its people. Key Responsibilities Provide high-quality administrative support to advisers and paraplanners Prepare client packs, valuations and documentation ahead of meetings Process new business, top-ups, withdrawals and...