Financial Divisions

Independent Financial Adviser £60,000-£65,000 + Bonuses (£100k OTE year one) Home working Location - Hastings - (although home based, clients are based throughout the Sussex area) Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice? An established, fully independent financial planning firm is seeking an experienced Independent Financial Adviser to join their growing team. This is a rare opportunity to take over an active, warm client bank spread across the Sussex region What's on offer: Hybrid working - Mix home-based flexibility with time in a professional. Established client bank - Inherit a high-quality portfolio of engaged clients throughout Sussex. Whole-of-market advice - Deliver independent, holistic financial planning across pensions, investments, IHT and protection. No sales targets or...

Independent Financial Adviser £50,000-£65,000 + Bonuses (£100k OTE year one) Home working Location - Tonbridge - (although home based, clients are based throughout the Sussex area) Are you a Diploma-qualified Financial Planner, IFA or Wealth Manager looking to move away from sales pressure and into a role where you can focus on delivering long-term, high-quality advice? An established, fully independent financial planning firm is seeking an experienced Independent Financial Adviser to join their growing team. This is a rare opportunity to take over an active, warm client bank spread across the Sussex region What's on offer: Hybrid working - Mix home-based flexibility with time in a professional. Established client bank - Inherit a high-quality portfolio of engaged clients throughout Sussex. Whole-of-market advice - Deliver independent, holistic financial planning across pensions, investments, IHT and protection. No sales targets or...

Trainee Financial Planner Salary to £45,000 + Excellent Bonus + Hybrid/Flexible Working Location: Plymouth An excellent opportunity has arisen for a Trainee Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent adviser support infrastructure, and a genuine commitment to developing the next generation of Financial Planners. Our client is a highly respected business and is offering a rare opportunity to progress into a Financial Planner role with an established client bank provided. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for an experienced Paraplanner with some client-facing exposure or a Trainee Adviser looking to take the next step in their career. The firm provides holistic advice across pensions, investments, protection, estate planning and intergenerational...

Senior Client Services/Wealth Management Administrator Location: London (City)/Hybrid Salary: To £42,000 and bonus/benefits Job Type: Full-time, Permanent Build Your Career with a Leading Chartered Financial Planning Firm We are currently assisting a highly regarded Wealth Manager with an exciting opportunity for an experienced Client Services/IFA Administror to join a growing and highly respected financial planning business. This role is ideal for a client servicing professional who is looking to build on their existing expertise, take greater ownership of key processes and play an important role in delivering exceptional service to advisers and clients. You will be joining a vibrant, people-focused organisation with a strong reputation, an outstanding culture and a genuine commitment to professional development. As a Chartered financial planning firm, they are driven by a clear set of values that shape everything we do. We take our responsibilities...

Junior Paraplanner Ref JC 24121 London Hybrid £38,000-£44,000 (experience dependent) My client is a highly reputable IFA practice based in the city, is seeking a motivated Junior Paraplanner to join their growing team. You'll play a key role in delivering first-class client service and ensuring smooth administration across pensions, investments, and platforms. You'll work closely with senior paraplanners to support financial advisers, compiling compliant research packs, writing suitability reports, managing new business submissions, and liaising with providers. You'll be fully trained to understand how the firm works and the ongoing requirements of its clients. What We're Looking For: Minimum three R0 exams passed, working towards Dip(PFS) Relevant experience supporting Independent Financial Advisers Strong technical knowledge of pensions and investments Proficiency with Microsoft Word, Excel and PowerPoint Experience writing Suitability Reports and...

Senior Client Services/Wealth Management Administrator London (City) Hybrid up to £42,000 + Bonus/Benefits We're assisting a highly regarded Wealth Management firm seeking an experienced Client Services Administrator to join their growing team. You'll maintain high standards of accuracy, manage key workflows, and play an important role in delivering exceptional service to advisers and clients. This is ideal if you're looking to take greater ownership of processes within a people-focused organisation with a strong culture and genuine commitment to development. Key Responsibilities: Produce portfolio reports and pre-meeting documentation Review and correct client cash accounts Draft client servicing correspondence Maintain internal systems and workflows Support advisers and paraplanners with client servicing activities Identify process improvements and drive operational efficiency Support team training and development What We're Looking For: Previous...

Research & Analysis Associate (Junior Paraplanner) London Hybrid Salary: £38,000 - £44,000 I'm partnering with a well-established boutique Chartered Financial Planning firm in London that is looking to add a Research & Analysis Associate (Junior Paraplanner) to its growing team. This is a great opportunity for someone who has already built experience supporting advisers and is looking to further develop their technical knowledge within a professional, client-focused environment. You'll work closely with experienced paraplanners and advisers, helping to deliver high-quality advice through research, analysis, report writing and new business processing. The role offers a broad range of responsibilities and would suit someone who enjoys the technical side of financial planning and takes pride in producing accurate, compliant work. What you'll be doing: • Researching pensions and investments and preparing recommendation packs • Obtaining information...

Are you a Diploma Qualified Paraplanner looking for a genuinely flexible, part-time opportunity where you can make a real impact? Our client is a growing and ambitious wealth management practice that has experienced significant expansion and is now looking to appoint an experienced Paraplanner to support the next phase of its growth. This is an exciting opportunity to join a business at an early stage of its journey, where your ideas and experience will be valued. This role would suit someone looking to balance work with other commitments, whether that's family life, running a business, or gradually returning to the profession. The Role Working closely with the Advisers, you will provide high-quality technical support while also helping to develop efficient processes and systems as the business continues to grow. Key responsibilities include: Preparing suitability reports and recommendation letters. Conducting technical research across pensions, investments and...

Salary: £60,000 - £80,000 + Bonus + Excellent Benefits Ready for your next career move? We're recruiting on behalf of a highly respected wealth management firm looking for an ambitious Financial Adviser with around 5 years' experience to join its growing team. This is a fantastic opportunity to inherit existing clients while building your own portfolio within a supportive, forward-thinking business that genuinely invests in its people. The Role Provide holistic financial planning advice to existing clients. Build long-term, trusted client relationships. Identify opportunities to grow your client bank. Work alongside experienced paraplanners and client support teams. Deliver an outstanding client experience. About You Around 5 years' experience as a Financial Adviser. Level 4 Diploma qualified. Passionate about delivering high-quality financial planning. Excellent relationship-building and communication skills. Commercially minded and...