Financial Divisions

Hybrid Working Career Progression A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced IFA Administrator to join their friendly and supportive team. This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial planning, working alongside experienced advisers and paraplanners in a collaborative environment. The Role You will provide essential administrative support to the advisory team, ensuring clients receive an efficient and professional service throughout the financial planning process. Key Responsibilities Processing new business applications across pensions, investments and protection Managing client documentation and maintaining accurate records Liaising with clients, providers and third parties Preparing review packs and supporting annual review meetings Monitoring business pipelines and following up outstanding...

Senior Paraplanner - HNW Wealth Management, Complex & Technical Work £50K - £60K Base + bonus and benefits + Chartered support London (Hybrid) Our client is a prestigious, boutique wealth management firm advising high-net-worth individuals, families, and trustees on genuinely complex financial planning. They are looking for an experienced Senior Paraplanner who wants to work on sophisticated cases - the kind of technical work that most paraplanning roles simply don't offer. If you're the person your current team turns to when a case gets complicated, and you're ready for a firm where that expertise is properly recognised and rewarded, this opportunity deserves your attention. Why This Role? Roles at this technical level, with this calibre of client, rarely reach the open market. The firm's clients bring multi-layered planning needs - significant pension funds, trusts, IHT and estate planning, offshore considerations - and the Advisers treat their Paraplanners as...

Are you a Trainee/Junior Financial Adviser lacking structure in your current role? Or you may be a Paraplanner or experienced technical Administrator with your Level 4 Diploma, looking to take the next step in your career? Or perhaps you feel you aren't seeing the career progression once promised in your current role? An excellent opportunity has arisen for a Trainee Financial Adviser 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 Advisers. Our client is a highly respected business and is offering a rare opportunity for a Paraplanner or a technical Administrator with their Level 4 Diploma to transition into a Financial Adviser role. Full training, mentoring and ongoing support will be provided to help you develop into a successful Adviser, making this an ideal opportunity for someone looking to...

A rare opportunity has opened within a highly respected global wealth advisory firm, joining a boutique-style Wealth Planning division known for its technical excellence, collaborative culture, and exceptional career progression. You'll be part of a high-performing pod structure supporting UHNW families, entrepreneurs, and private equity professionals, gaining exposure to some of the most complex and interesting planning scenarios in the industry. THE ROLE • Support two Advisers within a pod, delivering high-quality financial planning work • Produce detailed cashflow modelling and technical analysis for complex client affairs • Prepare suitability reports, financial plans, and supporting documentation • Attend client meetings and contribute to advice delivery • Collaborate closely with Directors, CRMs, and junior paraplanners • Maintain strong technical knowledge across tax, pensions, investments, and structuring • Play a key role in a detail-driven, high-performance...

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 Senior IFA Administrator & 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 high-level administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support 1 Junior Administrator. You will also act as the escalation point and support other Junior Administrators, some of which are 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...

Are you an experienced Financial 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 a Financial Administrator to join a highly regarded financial planning firm as a Senior Financial Administrator & 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 Financial Administrator to provide high-level administrative support to the Director of Financial Planning and 1 Trainee Financial Planner, as well as mentor and support 1 Junior Administrator. You will also act as the escalation point and support other Junior Administrators, some of which are based in other regional offices. This is a varied role combining hands-on financial planning administration with team leadership, and suitable for someone...

Graduate Trainee - Wealth Management London (City) / Hybrid £25,000-£30,000 + Full Study Support + Discretionary Bonus A boutique, independent Wealth Management firm based in the City is seeking an ambitious graduate who wants to build a genuine long-term career in financial planning and wealth management - not just take a job. The Role This is a true entry-level position with a clear, structured development pathway. You'll begin in Adviser Support, gaining hands-on experience across pensions, investments and protection, while working closely with Advisers who support a high-net-worth client base. Your responsibilities will include: Handling Letters of Authority (LOAs) and liaising with third-party providers Onboarding new business and ensuring documentation is fully FCA compliant Preparing client meeting documentation using FE Analytics Taking on increasing responsibility as your knowledge and experience grow Your Development The firm is fully committed to your...

Paraplanner - Award-Winning Wealth Management Firm, Full Study Support £45K - £50K Base + bonus, benefits & funded exams London (Hybrid) Our client is a well-established, growing wealth management firm with an outstanding reputation for looking after private clients, professionals, and business owners. Due to a busy and expanding advice team, they are looking for a capable Paraplanner who wants to build a long-term career in a firm that genuinely invests in its people. If you're a Paraplanner who's technically solid, takes pride in the quality of your reports, and wants a firm that will fund your exams and develop you towards senior paraplanning or Chartered status, this is a role worth a conversation. Plenty of firms talk about development - this one delivers it. Every exam is funded, study leave is generous, and there's a clear internal framework for progression to Senior Paraplanner. The team is friendly, collaborative, and turnover is genuinely low, which tells you...