Financial Divisions

A great opportunity to join a growing financial services organisation in a key support role, helping advisers deliver an exceptional client experience. The role: Preparing portfolio reports and pre-meeting documentation Reviewing and maintaining accurate client records Supporting new business processing Managing your own workflow to meet service standards Working closely with advisers, paraplanners and wider teams Escalating issues promptly to ensure smooth service delivery What you'll bring: Experience in administration or client servicing (ideally within Financial Services) Strong organisational and time-management skills Confident written and verbal communication Ability to work under pressure and meet deadlines Good attention to detail and accuracy Proficiency with Microsoft Office Willingness to work towards industry qualifications (desirable) What's on offer: Competitive salary Hybrid working Full training and development Supportive team...

Are you an ambitious Paraplanner with at least one year of basic paraplanning experience and a desire to grow into a Financial Adviser role over time? This is a fantastic opportunity to join a highly respected Wealth Management firm offering a structured, long-term pathway to becoming an Adviser (typically 4+ years), without requiring Diploma qualifications at entry. The Role You'll join a collaborative, well-supported paraplanning team responsible for producing high-quality suitability reports and providing technical support to a group of 12 advisers. This is a "slow burn" development role-ideal for someone who wants to build deep technical expertise and progress at a sustainable pace. What you'll need: Minimum 1 year of basic paraplanning experience Experience producing suitability reports Level 4 diploma qualified (or very close to) A proactive, detail-driven approach and a genuine interest in long-term career development Why Join? This role is perfect for...

A dynamic and expanding wealth management firm based near Hatfield is seeking an experienced Financial Adviser to join their growing team. This role is ideal for a driven adviser who thrives on building long-term relationships and developing a quality client bank. You'll step straight into an established portfolio, supported by strong internal referrals and a well-structured marketing programme designed to accelerate business growth. The Opportunity You will join a firm with a steadily expanding client base and a proven referral network. From day one, you will inherit an initial £10m AUM , with further opportunities to engage with the wider client bank. The business invests heavily in adviser success, offering marketing support, seminars, and client engagement events managed by the leadership team. Full paraplanning and administrative support ensures you can focus on delivering high-quality advice and nurturing client relationships. Key Responsibilities Delivering...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Launceston An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered 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 £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Taunton An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered 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 £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Barnstaple An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered 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 £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered 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 £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Adviser support technology and training, allowing Financial Planners to focus on what they do best...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: St Austell An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered 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 £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Torquay An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered 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 £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

Independent Financial Adviser - £40m Client Book Provided Salary to £75,000 + Bonus + Hybrid/Flexible Working Location: Dorset An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered 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 £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Independent Financial Adviser who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice...

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 - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

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 - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

Elevate Your Career in a High-Performing Wealth Management Environment Are you a detail-driven, solutions-focused Paraplanner who thrives in a fast-paced, client-centric environment? Do you want to work alongside experienced Financial Planners, contribute to high-quality advice, and genuinely influence client outcomes? If so, this role will give you the platform to shine. Why This Role Stands Out You won't be a back-office box-ticker here. You'll be a core part of the advice process , owning cases from research through to implementation, shaping client recommendations, and helping drive continuous improvement across the team. Attending client meetings and present cashflow modelling. This is a role for someone who wants impact, autonomy, and progression with a reputable IFA in London. What You'll Be Doing Supporting the full client lifecycle , including: Producing high-quality, FCA-compliant suitability reports across a wide range of advice areas Conducting...

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 - £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning. This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition. Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best - looking after...

Are you an experienced IFA Administrator ready to step into a role with more influence, ownership and progression? This is a standout opportunity to join a highly respected Chartered IFA firm where your expertise will genuinely shape the way the admin function operates. My client is a well-established, medium-sized Independent Financial Planning firm based in the heart of London. They're known for their technical excellence, integrity and people-first culture - and have been repeatedly recognised as one of the Best Financial Advisers to Work For . With a growing client base of HNW private clients, they're now looking for a confident Senior Administrator / Team Leader to support their advisers and paraplanners while guiding a developing admin team. The Role This is a senior, hands-on position where you'll act as the central point of coordination for the administration team. You'll ensure the smooth running of day-to-day operations, support junior colleagues, and take...

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 supporting the advisers, helping to deliver high-quality, compliant financial planning advice to a loyal client base. Key responsibilities include: Preparing detailed suitability reports and recommendations Conducting research and analysis across pensions, investments, and protection Assisting with cashflow modelling and financial planning strategies Liaising with advisers, administrators, and providers Supporting the end-to-end advice process Why This Role Stands Out Clear route to Adviser - the firm actively supports and develops paraplanners into client-facing...