Join a respected financial advisory firm nestled in the heart of Norfolk, where our dedicated team is committed to providing tailored financial solutions to individuals and families. With a focus on personalized service and comprehensive planning, we strive to empower our clients to achieve their financial goals with confidence. Currently, we are seeking a Diploma-Qualified […]

We are looking for an experienced employee benefits administrator to join a successful financial services company in Southampton. The successful applicants must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience. Applicants must have a minimum of 3 years’ administration/ client service experience within the employee benefits sector.  Experience […]

The opportunity has arisen for an experienced and enthusiastic IFA Administrator to join a well-respected financial planning practice based in Billericay. The IFA Administrator role will involve working closely with the existing team to support the company directors and advisers. The successful candidate will be provided with a broad exposure to financial planning matters, a […]

An exciting opportunity has arisen for a Financial Planning Assistant to join a highly professional, bespoke Financial Advisors. This client has showed continued growth since they were established and have numerous Advisors with over 20 years’ experience. They provide a first-class service, and trust, truth and transparency are the values the company stands for.   What […]

Job title: Senior Paraplanner Location: Trowbridge Salary: up to £50,000 Working pattern: Hybrid Our client is a well established, forward thinking Wealth Management firm is on the lookout for an experienced Paraplanner to join their team! Responsibilities: Supporting the consultants ahead of their client meetings Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports […]

A well-established IFA based in Uxbridge is now looking for a Paraplanner to join their team. The firm has the flexibility to mould the Paraplanner opportunity around each person’s specific skillset and support with progression to Financial Adviser as this pathway tends to work well within the business. This role would suit someone looking to […]

Our client, an award-winning name within the financial sector, are seeking experienced Pensions Administrators to join their growing team. Applications are welcome from those with a minimum of 12 months pensions administration experience, within DC/ DB/ SIPPs, or from candidates with 2+ years admin experience gained within other areas of the financial services sector. You […]

Our client, a respected name within financial services, are seeking home-based life insurance underwriters to join their growing team. You will be tasked with making sound decisions on underwriting a range of products including life insurance, critical illness, income protection and private medical. Applications are being sought from experienced underwriters with a minimum of 2 […]

We are looking for a talented Paraplanner to join a well-respected and successful Sussex-based wealth management practice. You will be working in a busy team in support of our clients’ wealth managers.  You will have a strong technical ability and be adept at producing a high standard of work.  Duties will include technical research, cashflow forecasting, and […]

IFA Administrator £25K Edinburgh Office based Are you feeling unappreciated for the work you do? Are you struggling to see where your career can go from here? Or just looking for a fresh start? If any of the above are true, this should be the opportunity for you! Heat are working with an bespoke Independent […]

We are looking for an experienced IFA administrator to join a growing and successful wealth management practice at their Sussex base. The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience. Applicants must have a minimum of 2 years’ administration/ client service experience […]

Our client, an innovative and well-respected financial services firm, are seeking capable administrators due to their  rapid growth. This is an exciting new opportunity in an expanding team, whose purpose is to deliver our services to the highest standards to our client’s third party partners. This position offers a wide variety of assignments in a […]

Our client, an innovative and well-respected financial services firm, are seeking capable administrators due to their  rapid growth. This is an exciting new opportunity in an expanding team, whose purpose is to deliver our services to the highest standards to our client’s third party partners. This position offers a wide variety of assignments in a […]

Job title: New Business Administrator Salary: up to £30,000 Location: Bristol Reporting to: Practice Manager Full time and Part time candidates considered Responsibilities:   Keep up-to-date with new products, technical or legislative changes within the marketplace. To work as part of a team alongside the firm’s advisers and paraplanners to provide clients with a professional […]

Job title: IFA Administrator Salary: up to £35,000 depending on experience (all levels considered – entry – mid – senior) Location: Bristol Responsibilities Achieve role specific business targets and deadlines, whilst being adaptable to differing pressures and timescales Maintain Client Relationship standards; delivers service to internal and external customers in a reliable, attentive and available […]

The Client A well established and prestigious IFA practice currently require several qualified Self Employed IFA’s to join their expanding team. The Opportunity This is an exciting opportunity for an experienced Financial Adviser to join an organisation who offers full compliance and administration support. The ideal candidate will need to be ambitious and committed to […]

We are looking for experienced finanical administrators to join a successful financial services company in Brighton. The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience. Applicants must have a minimum of 4 years’ administration/ client service experience within the wealth management or employee benefits sector. You […]

Paraplanner South Manchester Circa £40,000 Are you looking for a move that could benefit you financially as well as for you career? Would you prefer to be working within one of the top 100 Financial Services companies in the UK (award winning)? Is it time to just be appreciated for your individual ability? If any […]

Trainee Financial Adviser – Birmingham – up to £30k A Chartered IFA based in the West-Midlands are looking for a trainee advisor to come in and support the senior advisors, work closely with them and in 18 – 24months look to take over clients and be a signed off Advisor. Benefits Generous salary/bonus and profit […]

We are seeking experienced Mortgage Underwriters to join a super client based in Surrey.  You will be working within residential and BTL underwriting and must have relevant experience in a mandated underwriting role. You will be tasked with assessing loan applications to ensure that all relevant documentation is received and reviewed, and that eligibility is […]

An exciting opportunity has arisen for an employed Financial Planner to join a firm in Berkshire. The firm provides leading advice to a diverse range of clients, all looking for the same unique experience.  The firm is looking for the candidate to show an eagerness to progress and build a fantastic future with them. As a […]

We are looking to recruit an Independent Financial Adviser to join a busy and growing Financial Services team. The client are a multi office employee owned business who are looking to add another IFA to their successful team. Full Paraplanning an Admin support is provided allowing you to go out and be successful in your […]

Chartered Paraplanner South Manchester Circa £50,000+ Are you looking for a move that could benefit you financially as well as for you career? Would you prefer to be working within one of the top 100 Financial Services companies in the UK (award winning)? Is it time to just be appreciated for your individual ability? If […]

Role: Senior Paraplanner Location: Welwyn Garden City (Hybrid) Salary: Circa £45,000 – £55,000 – open depending on experience We are working with a highly successful Financial Planning and Investment Management practice in Welywn Garden City who are now looking for an experienced Senior Paraplanner to join the team. The Senior Paraplanner will be a key hire for […]

Job Overview: A reputable wealth management firm is seeking a Client Services Executive to join the support team. This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. Key Responsibilities: Handle day-to-day administration of Life, Investment, and Pensions, including […]

IFA Administrator Stockton-on-Tees Up to £28,000 based on experience Monday to Friday Are you working within an admin / back-office department, but looking for more responsibility? Prefer to be client facing and work more closely with the clients in the business? This could be the perfect role for you! An established Wealth Management firm within […]

We are seeking experienced and trainee mortgage advisors for a super client in Southampton. Candidates must be team-orientated and passionate about delivering great advice to existing and new clients for this award-winning business. Experience applicants must have a minimum of 12m experience with CAS.  Trainee level candidates must have drive and a passion for the industry. Package – […]

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Business Development Investment Manager (Equity) Dorset/Hampshire Basic to £80,000 plus bonus and full package   Company A niche Wealth Management firm, operating in both the private Client and Institutional markets, are looking to grow their team of investment managers/directors across the South East of England   Role You will be responsible for developing investment business from […]

Technical Paraplanner £40,000 – £50,000 – open depending on experience We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for an experienced Senior Paraplanner to join the team. The Senior Paraplanner will be a key hire for the business and will be responsible for helping the SLT with processes, […]

The opportunity for a Paraplanner to join an exceptional Wealth Management Practice working in their Northampton office.  The Opportunity During a period of key expansion, our client is looking for a highly experienced Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each […]

There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. They keep going from strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you […]

Job Title: IFA Administrator Location: Central Nottingham, UK Working Patterns: Hybrid Working Model after initial training Salary: Depending on experience Benefits Death in Service life cover  Salary Flexible benefits Group Income Protection  PMI Online discount platform + much more!  A leading financial services company is seeking a dedicated and proactive IFA Administrator to join their support team in Nottingham. This […]

Financial Planning Administrator Location: Wymondham Salary: £25,000 – £30,000 Duration: Full time, Permanent, We are working with a Wymondham based Independent Financial Adviser who are looking for a new Financial Planning Administrator. The role will involve working closely with the Financial Planning team to help them prepare for meetings and give a great financial advice […]

An award-winning financial services client in Epsom is looking for customer service specialists due to their continued growth. The successful applicants must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience. Ideal applicants will have a minimum of 1 years’ administration and/or client service experience within the […]

An exciting opportunity for an IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning. Would would be joining a friendly team based in St Albans. This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to join them, where you can […]

Paraplanner – Nottingham – £40,000 + This is an exciting opportunity for an experienced Paraplanner to join a successful Financial Planning firm, based in Nottingham. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and is ever growing […]

Position: Paraplanning Team Assistant Location: Welwyn, Hertfordshire (Hybrid) Salary: £32,500, depending on experience This company is a rapidly expanding group of companies, with this role based in the Welwyn office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base. As they continue to expand, the business are seeking a […]

IFA Administrator – Nottingham – Up to £30,000 My client are looking for a financial planning support candidate to help with administration for the Paraplanners and Financial Advisors within the business. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of […]

Job Title: Financial Planning Administrator Location: Warwick Salary: up to £32,000 Benefits: 31 days annual leave (incl BH) Income protection scheme from day 1 Life assurance from completion of probation Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc. Company sick pay from completion of probation   About Us: We are a reputable financial advisory firm […]

Paraplanner £30-40K Wirral Hybrid working Are you looking for a move that could benefit you financially, as well as for your career progression? Looking to work within a larger firm, meaning there is more support and individuals work towards a common goal? Is it time to just be appreciated for your individual ability? This opportunity […]

The opportunity for a Financial Planner to join a firm of professional wealth managers, in their office in Hertfordshire. The firm provides leading advice to a diverse range of clients, all looking for the same unique experience.  Due to demand, our client is looking to take on a Financial Planner. As a reputable firm, this business prides itself […]

IFA Administrator Glasgow £20,000 – £30,000 Looking to work within a more professional environment? Frustrated with the lack of guidance and support? Aiming to improve your current benefits package? If any of the above are true then this could be the role for you. A bespoke independent Financial Planners are looking to bring in an ambitious […]

Paraplanner Glasgow £30-40K Monday to Friday (Hybrid working) Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions? Perhaps you feel a lack of support In your role? Or simply looking for a change? If any of the above are true, then this role […]

An exciting opportunity for an IFA administrator has opened at a highly regarded financial planning business, based in Horsham, that specialise in all aspects of savings, investments and retirement planning. This is a fantastic opportunity to build on your industry knowledge by working with an established team of administrators who provide high quality support to […]

Role: Senior Paraplanner Location: North London (Hybrid) Salary: Circa £55,000 – £65,000 – open depending on experience We are working with a highly successful Financial Planning and Investment Management practice in North London who are now looking for an experienced Senior Paraplanner to join the team. The Senior Paraplanner will be a key hire for the […]

Client Relationship Manager (IFA Administrator) Hitchin, Full Time £32,000 – £40,000 Are you an experienced financial planning administrator seeking to make your next move in the industry? Maybe you would like to develop in your role, have more client contact or progress to become a para-planner, adviser or just be the best you can be? An […]

Financial Adviser Hessle Hybrid working £50,000 – £70,000 Monday – Friday Are you an experienced Financial Adviser who feels a fresh start may be the right thing for you right now? Perhaps a new client bank to inherit and grow would give you a new lease of life? This could be the role for you! […]

IFA Admin £25 – 30K Wirral Hybrid working Are you looking for a move that could benefit you financially, as well as for your career progression? Looking to work within a larger firm, meaning there is more support and individuals work towards a common goal? Is it time to just be appreciated for your individual […]

Job Title: Paraplanner Location: Wolverhampton, UK  Salary: Up to £45,000 Are you a skilled Paraplanner seeking an opportunity to grow and thrive in a dynamic environment? Look no further! Our established practice, located in Wolverhampton, is on the lookout for talented individuals to join our team. With a focus on pensions and a thriving business […]

A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirt of Southampton. . You will be supporting 3 advisers and working alongside another paraplanner. The role will require that you have the ability to undertake research, write suitability reports, liaise with product providers, and comfortable liaising with clients when […]

Please get in touch if you are a Paraplanner who is looking for a new company to call home where you working closely with the company Director and one other IFA.  The director has developed their client bank over a couple of decades so most of the reports you’ll be working on will be for reviews rather than […]

Trainee Financial Planner – Worcester/Meriden– up to £38,000 A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA’s in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank. The firm are based […]

Our client is looking for a financial planning administrator to join their established team who already support successful Financial Planners of the business.  You will be working in a strong team-focused environment where you can develop your career within a prestigious firm who form long term client relationships offering guidance, advice and support. This position has become […]

Financial Services Administrator – Market Harborough – up to £30,000 The opportunity for a Financial Services Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high quality technical […]

Paraplanner £30-35K West Yorkshire Office based Are you looking for a move that could benefit your career progression? Looking to work within long standing firm, meaning there is more support and individuals work together towards a common goal? Is it time to just be appreciated for your individual ability? This opportunity may be for you […]

We’re assisting a forward thinking Financial Planning firm near Milton Keynes where the employees enjoy being part of a fantastic, long-established team. The firm in the last few years has experienced great success and are looking to continue growing over the coming years. This is a fantastic opportunity for an experienced Paraplanner to join their paraplanning team […]

We are working with a highly successful Financial Planning and Investment Management practice near Bishops Stortford who are now looking for a motivated, driven and approachable individual to train up within the paraplanning team. This is a really exciting time to join the company due to the business’ recent and ongoing growth. They do not need to do marketing […]

This is an exciting opportunity for an experienced Financial Planning Administrator, to join a successful independent Financial Financial Services firm, based from their renovated office. This firm focuses on providing a high-quality financial planning and investment management service to its valued clients, which has helped build the sound reputation of the team, which has been built […]

Paraplanner – Doncaster – Up to £40,000 Are you an experienced Paraplanner looking for a dynamic role that offers flexibility, career progression, and a competitive benefits package? If so, we have the perfect opportunity for you!  We are working with a rapidly growing financial services firm committed to delivering exceptional client service and compliance. As a […]

Job Title: Independent Financial Advisor (IFA) Administrator Location: Wolverhampton, UK  Salary – dependent on experience  Key Benefits: Exam Support: Support for professional exams, including coverage for the first sitting. Onsite Parking: Available for all employees in our unique office location Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development. Job […]

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Paraplanner – Norwich/Home based – Up to £45k Our client, with their head office in Norwich, are looking for a paraplanner to help provide technical support for the Director based in Ipswich. Within the role this would be technical in such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some […]

Our client is on the look out for a motivated individual with excellent interpersonal skills to join their Admin team as an Appointment Coordinator  Salary – up to £26,000 – pro rata – full time and part time positions available!  •Call clients to book in annual review meetings • Navigate and plot meetings across England […]

Role: Financial Services Administrator Location: Northwich Salary: Up to £29,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the […]

Job Title: Financial Planning Administrator Location: Kidderminster Salary: up to £30,000 Benefits: 31 days annual leave (incl BH) Income protection scheme from day 1 Life assurance from completion of probation Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc. Company sick pay from completion of probation   About Us: We are a reputable financial advisory firm […]

Are you an Employee Benefits Administrator or Corporate Administrator looking to pursue a new opportunity? A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on Specialist to provide client-facing, technical support to the corporate consultants. This company is in a growth period and prides […]

We’re assisting a forward thinking Financial Planning firm near Milton Keynes where the employees enjoy being part of a fantastic, long-established team. The firm in the last few years has experienced great success and are looking to continue growing over the coming years. This is a fantastic opportunity for a positive and motivated Financial Planning candidate to […]

We are working with a successful Chartered IFA. Due to increased levels of business they are looking for an IFA Administrator to join their thriving team. The firm is known for being a relationship based company, focussing on building long term client relationships and providing an exceptional level of service. To be considered you will […]

Our well known client is on the look out for an individual with workforce pension experience to manage a portfolio of business owners, companies, and employers. Salary up to: £50,000 Officed based in: Taunton, Yeovil, Weston-super-Mare or Bristol.   Providing excellent client service and building relationships with drive and initiative. Develop new business from the core […]

The opportunity for an experienced Senior Paraplanner to join a fantastic Financial Services firm that focuses on providing high quality financial planning and investment management service. You will be working closely with the Head of Paraplanning and the Top Adviser of the company. Benefits: Hybrid working model  You will be working in a strong team-focused […]

Asset Management Administrator Circa £25K Bury Office Based Are you looking for a move that could he you develop in the Financial Services industry?                                                                                                       Looking to work within a more boutique firm, meaning there is direct support and you are treated like an individual? This opportunity may be for you …. We are working […]

A reputable, established IFA is seeking a driven and motivated individual to join them as a Trainee Paraplanner. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success. This firm has created […]

During a period of key expansion, our client is looking for an experienced Financial Planner to support the successful advice team in assisting clients of the business. From day one there will be a client banks for the adviser to service and generate new business. You will be working in a strong team-focused environment where you […]

We are assisting a client with a Senior IFA Administrator with strong technical knowledge who is keen to lead and develop a medium sized technical administration team. You will be providing technical support to advisers, assisting the SLT in helping with the performance of the team, ensuring all work is completed within a timely, accurate and compliant manner.  There […]

Role: IFA Administrator Location: Chester Business Park Salary: £28,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK […]

A reputable, established IFA is seeking a driven and motivated individual to join them as a Trainee Financial Adviser. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success. This firm has created […]

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful paraplanning team in assisting the Financial Planners of the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.  Benefits:  Discretionary Bonus 23day holiday plus Christmas (holiday […]

IFA Admin £27 – 32K Bury Office Based Are you looking for a move that could benefit your career progression?                                                                                                       Looking to work within a more boutique firm, meaning there is direct support and you are treated like an individual? This opportunity may be for you …. We are working with a long-standing Financial […]

Employed Chartered Financial Planner – Telford – £ 70,000 + We are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region.  They are a Chartered IFA, with a unique approach to financial planning, and specialising in Ultra High net-worth clients. In this role you […]

An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialise in all aspects of savings, investments and retirement planning for someone to join the team based near Fareham. This company prides themselves on the amazing culture they have developed over the years. They would like another friendly individual to join them, where you […]

There is an opportunity for an experienced Paraplanner to become a key member in the paraplanning team for a Southeast Financial Planning company that branches across several offices. They keep going strength to strength, with further acquisitions and mergers lined up for 2024. You will be working in a strong team-focused environment where you can develop your planning […]

Financial Planning Administrator – Northampton – up to £28,000 The opportunity for a Financial planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. The Opportunity During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support […]

IFA Administrator/Trainee Financial planner – Stoke-On-Trent – up to £30,000 A Chartered IFA based in Stoke-on-Trent are looking for an experienced administrator/trainee advisor to come in and support the senior advisors, work closely with them and in 18 – 24months look to take over clients and be a signed off Advisor. They are open to the […]

The opportunity for an experienced Paraplanner to join a well-established Financial Services Practice which provides a highly personalised financial planning service. With specialist expertise on investment management, pensions and mortgage solutions, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service. They are looking for someone to provide high quality Paraplanning and […]

We are working with an established and ambitious IFA, who are seeking a high calibre Financial Planner to replace a retiring adviser. Your role will be to continue to provide an exceptional service to around 250 HNW clients following a handover period.  You will also be responsible for a small number of estate planning clients. You will […]

Senior IFA Administrator – Bury St Edmunds – Up to £35,000 My client who are a Chartered IFA in East-Anglia are looking for a Senior IFA Administrator to help with administration for the Paraplanners and Financial Advisors within the business. They are open to experience from a few months up 5+ years, and and financial exams are […]

Paraplanner – Northampton – Up to £40k + Our client, with their head office in Northampton, are looking for a paraplanner to help provide technical support for the some of the senior advisors. Within the role this would be technical in such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some […]

There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices. This particular position is partly based in the head office in Whiteley. They keep going from strength to strength, with further acquisitions and mergers lined up for […]

Our client is an award-winning financial services organisation specialising in the buy to let mortgage sector. Due to our continued expansion, an opportunity has arisen to work as a Mortgage Completions Underwriter. This is an excellent opportunity for someone to join the business who is wanting a mortgage based career. The role would suit candidates […]

A growing company in Bishop Stortford is looking for an ambitious individual looking to develop their career within an established and growing IFA firm. The opportunity for a friendly, career-focused financial planning candidate has arisen due to growth plans and acquisitions.  They are a well-established Financial Services Practice which provides a highly personalised financial planning […]

IFA Administrator Up to £30,000 Bristol Responsibilities Correspond with policy providers on behalf of the client Correspond and be a general liaison with the client Submit any new business on behalf of the client Facilitate the annual review process of our clients Process new client information in preparation for their first report meeting Using the […]

An exciting opportunity for an IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning. Would would be joining a friendly team based in Bath. This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to join them, where you can have […]

Job Title: IFA Admin Salary: up to £28,000 Location: Cardiff  Department: Administration/Financial Services Reports To: Independent Financial Advisor (IFA) / Office Manager Job Summary: The IFA Admin is responsible for providing administrative and clerical support to Independent Financial Advisors, ensuring efficient and effective operations within the advisory firm. Responsibilities:   Assist Independent Financial Advisors with […]

Position: Paraplanning Team Assistant Location: North London (Hybrid) Salary: £32,500, depending on experience This company is a rapidly expanding group of companies, with this role based in the North London office. They are a dynamic and growing financial planning firm and pride themselves on providing high-quality, tailored financial advice to their diverse client base. As they continue to expand, the business are seeking a […]

A new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirts of Swanley. You will be supporting 3 advisers and working alongside another paraplanner to guide clients. The role will require that you can undertake research, write suitability reports, liaise with product providers, and be comfortable liaising with clients when […]

We are working with a highly reputable wealth management firm near Alton who is looking for someone to join their support team as Financial Planning Administrator. You will be supported heavily in your career development and allowed to grow from within the firm. Onsite training is provided. Monday – Friday, 9am – 5pm Free Parking Training […]

Our client is looking for an Paraplanner to join an already thriving paraplanning team who have grown from strength to strength in recent years through team work and tactful company decisions.  This is not a corporate organisation, so the role is very hands on, client centric and you’ll leave each day feeling like you’ve added […]

Role: Administration Team Leader Location: West End, London Salary: £45,000, flexible depending on experience A well-established, Independent Financial Advisory firm in the West End has opened up a brand new position within the team for someone to work alongside the Head of Division in a Team Leader capacity to support 4 Administrators. They are looking […]

An exciting opportunity for an IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning. Would would be joining a friendly team based in Penart. This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to join them, where you can have […]