Financial Divisions

Are you an experienced IFA Administrator looking to take the next step into a leadership role while remaining hands-on with clients and Financial Planners? An excellent opportunity has arisen for an IFA Administrator to join a highly regarded financial planning firm as a Team Manager in their Bristol office. Our client is a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice. They're looking for an experienced IFA Administrator to provide administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support a Junior Administrator. You will also act as the escalation point and support 4 Junior Administrators based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone who has strong experience within Financial Planning, mentoring junior team members, and...

Ready to take your Paraplanning career beyond report writing? We're working with an award-winning Chartered Financial Planning firm that is looking for an experienced Client-Facing Paraplanner to become a true partner to a highly successful Financial Planner. This is not a back-office paraplanning role. You'll be heavily involved throughout the client journey, attending meetings, contributing to advice strategy, conducting reviews, and helping clients make informed decisions about their financial future. If you enjoy building relationships, thrive in a collaborative environment, and want to play a visible role in delivering outstanding client outcomes, this could be the opportunity you've been waiting for. The Opportunity Working from a modern City of London office, you'll support Director-level Financial Planners and high-net-worth clients across a broad range of advice areas including: Investments Pensions and pension transfers Protection planning...

Join a Growing and Highly Successful Wealth Management Practice. Are you an experienced Administrator, looking for a role where you can make a genuine impact? Our client is an established and rapidly expanding wealth management practice known for delivering high-quality financial planning and exceptional client service. As the business continues to grow, they are seeking a Administrator to become a key member of their team. This is a varied and rewarding opportunity combining paraplanning, adviser support, client communication, and practice administration. You'll work closely with advisers, helping to ensure every client receives a seamless, professional, and compliant service. If you're highly organised, technically capable, and passionate about delivering outstanding client outcomes, we'd love to hear from you. The Opportunity : As a Administrator, you'll play a central role in supporting the end-to-end financial planning process. You'll work alongside advisers, clients,...

Paraplanner (route to advisor) Hybrid £50k + Bonus Bracknell Your next role could be more than paraplanning. This opportunity puts you on a clear track to becoming an IFA - with full mentoring, structured development, and the chance to step into advice when you're ready. If you're ambitious, client-focused, and serious about building a long-term career in wealth management, this is the launchpad you've been waiting for. The Opportunity Join a respected financial planning firm that partners with a large network of IFAs. You'll work alongside experienced Advisers, providing first-class technical support - while building the skills and confidence to move into client-facing advice. This business has a proven record of developing Paraplanners into successful Wealth Planners. You won't just write reports; you'll shape holistic financial strategies, learn directly from IFAs, and grow your career in a team that invests in your future. What You'll Do Produce clear,...