We are looking for a client-focused candidate to join a super Chartered financial practice in Romsey. The successful applicant must be team-orientated, organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.  A minimum of 2 years’ experience in financial services would be ideal, however consideration will be given […]

We are looking for a client-focused candidate to join a successful financial advice practice in Worthing. The successful applicant must be team-orientated, organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.  A minimum of 2 years’ experience in financial services would be ideal, however consideration will be given to […]

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 […]

We are looking for a talented candidate administrator to join a growing and successful wealth management practice in South West London. 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 5 years’ administration/ client service experience within the […]

We are looking for a talented Paraplanner to join a well-respected and growing wealth management practice. You will be working in a busy team in the company’s  Weybridge office, and will support 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 […]

We are looking for a talented Paraplanner to join a well-respected and growing wealth management practice. You will be working in a busy team in the company’s Southampton office, and will support 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, […]

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 […]

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 – […]

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 […]

Paraplanner Location: Nottingham Salary: up to £45,000  Benefits City centre location with car parking provision Generous salary/bonus and profit share scheme Group scheme benefits – pension scheme, death in service & income protection plan  Career and personal development pathways Wellbeing support services Generous social budget and team away days Agile and home working policies A […]

Job title: Payroll Manager Salary: up to £30,000 Location: West of Cardiff Reporting to: Director As Payroll Manager you will be responsible for manging and coordinating our clients payroll functions, ensuring pay is processed on time, accurately and in line with government regulations. Responsibilities: Ensure accurate and timing processing of payroll – wages, benefits, bonuses, […]

We are seeking experienced Mortgage Underwriters to join a super client based in Surrey.  You will be working within the BTL market and applicants must have strong experience within complex and portfolio BTL, Ltd Company, SPV etc. You will be tasked with assessing loan applications to ensure that all relevant documentation is received and reviewed, […]

Location: Nottingham, UK (Office, Hybrid, or Remote) Are you a dynamic and driven individual with a passion for finance and helping others achieve their financial goals? We are seeking a self-employed Financial Advisor to join our team in Nottingham. Whether you prefer working in an office environment, a hybrid setup, or from the comfort of […]

Paraplanner – Surrey – £40K – £50K Our client is looking for an experienced Paraplanner who is organised, result driven to join their team. If you have the paraplanning experience and are CII Level 4 Diploma Qualified or equivalent required for this role, this could be the role for you.  This role is perfect for […]

Our client, a reputable and successful name within financial services, are seeking a Regulatory Compliance Analyst to join their current team. This is a great opportunity for applicants with a minimum of 12 month’s experience within compliance, financial crime, monitoring reviews, AML, sanctions or transaction monitoring. The successful candidate will have: At least 1 year’s […]

Are you an experienced IFA Administrator/Junior Paraplanner looking to join a dynamic financial planning team?  We are working with a leading financial planning firm dedicated to helping their clients achieve their financial goals. They pride themselves on delivering exceptional service and expert advice to clients and are now looking for a skilled IFA Administrator to join our team. […]

Role: IFA Administrator Location: City of London Salary: Up to £35,000 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 […]

Financial Services Administrator – Bromsgrove – 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 administration and […]

An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. This is a rewarding role with progression and exam support strongly supported – the business has a proven track record of […]

An award-winning financial services client in Epsom is looking for sales support executives as a result of 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 […]

Financial Planning Assistant – Central London – up to £38K DOE The company I’m working with an IFA firm who are based in Central London. They provide independent financial advice and manage investment services for High-Net-Worth individuals and their families. The role You would be providing full Administrative and Paraplanning support to two Advisers and […]

Financial Planner Elgin £50,000 – £70,000+ (negotiable based on experience & qualifications) Are you looking for a move within the Wealth Management Industry, to join a reputable firm who offer a career rather than just a job? Well, this role should be of interest … Our client is a leading Financial Services firm with offices […]

Due to growth, our client, a highly respected, regional Financial Planning firm based in the South West is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported. This position is based out […]

Due to growth, our client, a highly respected, regional Financial Planning firm based in the South West is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported. This position is based out […]

Job title: Accountant Salary: up to £50,000 Location: West of Cardiff Reporting to: Director Responsibilities: Audit planning and fieldwork VAT and Payroll reviews   Management Accounts Manage accounts preparation and finalisation Attending client meetings and dealing with queries Requirements: 2 years’ experience in a similar role Professional Accounting qualifications (ACA / ACCA) Extensive knowledge of […]

Senior Paraplanner/Technical Sales Support Edgbaston, Birmingham Salary £35,000 to £40,000 per annum (DOE) About Us: We are working with an exceptional financial planning firm. Based in the heart of Edgbaston, Birmingham, the firm is renowned for its dedication to clients, innovation in financial solutions, and a supportive work environment. We are looking for a dynamic […]

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 Advisor – South London The opportunity for an experienced Financial Adviser to join a growing financial planning practice.  What’s on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a financial […]

Paraplanner City Centre Manchester 30,000 – £45,000 based on experience Monday to Friday Whether your reasons behind a move are financial, career or otherwise, this is a fantastic opportunity for an experienced Paraplanner to work within an FTAdviser Top 100 Financial Advising firm. Based in Manchester city centre, the client are looking for an experienced Paraplanner […]

Are you a seasoned Financial Adviser looking for an exciting opportunity to make a significant impact? Look no further! We have a fantastic opportunity with a leading name in the financial industry which has expanded its presence and is actively seeking dynamic and experienced Financial Advisers.  The business is a well-established financial services provider with a strong […]

We are working with an established wealth management firm based in Gloucester, who is seeking an Head of Administration join their growing team. You will be managing a small team of Administrators with the aim of growing this team over the coming months. The right individual will possess excellent interpersonal skills, and have a thorough understanding of Financial Planning administration. Responsibilities […]

Financial Advisor – North London/Remote The opportunity for an experienced Financial Adviser to join a growing financial planning practice.  What’s on offer? Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a financial […]

Practice Manager £30-40K Chesterfield Office based Are you an experienced Wealth Management professional who is looking for an opportunity to step up into a management position? Perhaps you are already managing a team but want to get away from that corporate environment and join a company with more of a ‘family feel’ to the place? […]

We are working with an established wealth management firm based in Gloucester, who is seeking a Head of Paraplanning join their growing team. You will be managing a small team of Paraplanners with the aim of growing this team over the coming months. The right individual will possess excellent interpersonal skills, and have a thorough understanding of Paraplanning. You will […]

During a period of key expansion, an opportunity has opened up on the IFA Administrator team of a company based in Henley. In this IFA Administrator position, you will be supporting the successful Financial Planners of the business and learning from colleagues. You’ll have the latest technology to make your tasks/ workload go smoothly. Salary: […]

Job title: Corporate Finance Executive Salary: up to £50,000 Location: Sheffield Working pattern: Hybrid Reporting to: Corporate Finance Partner As Corporate Finance Executive you will play a pivotal role in supporting the Corporate Finance Partner and Director with a wide range of corporate finance duties. Responsibilities: Prepare due diligence reports under guidance of Corporate Finance […]

Due to growth, our client, a highly respected, regional Financial Planning firm based in the South West is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported. This position is based out […]

Job title: IFA Administrator            Salary: up to £35,000 Location: Buckinghamshire Responsibilities: Collating client information accurately Processing Investment Platform administration Undertaking research thoroughly Producing client illustrations Helping manage the advice process through to completion Requirements: The ability to communicate well with both colleagues and clients An eye for accuracy and great attention to detail Self-motivation and […]

IFA Administrator Stockton-on-Tees Up to £30,000 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 looking for a capable administrator to join a successful wealth management practice within their mortgage team. The successful applicant 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 12 months’ mortgage administration experience, however consideration will be given […]

Receptionist (Part-Time) Edinburgh Salary TBC – Pro-rata 25-30 Hours a week A long-standing client of Heat has asked us to source an experienced receptionist who would be open to a new opportunity to join a market leading Wealth Management firm. As well as needed to demonstrate excellent admin skills, you will also be expected to […]

IFA Administrator Manchester £22,000 – 30,000 (depending on experience) Monday to Friday A growing wealth management practice are looking to add an experienced client support professional / IFA Administrator to their adviser support team.  IFA Administrator Key Responsibilities  Processing new business Preparing client meeting review packs Dealing with client enquiries / queries  Fund switches / […]

Administrator Elgin Up to £28,000 (depending on experience) Monday – Friday (Hybrid Working) Do you feel like there is no career path to follow in order to progress and develop? Are you looking to be part of a larger firm with likeminded people around you? Feeling under appreciated for the work you do? If any […]

Due to growth, our client, a highly respected, regional Financial Planning firm based in the South West is looking for a Paraplanner to provide high quality technical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported. This position is based out of a central […]

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 […]

This is a respected IFA practice that builds long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service. They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for […]

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 […]

Job Title: Financial Planning Administrator Location: Warwick 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 […]

Investment Manager/Director – Perth/Stirling Basic to £80,000 plus bonus & benefits Company A long established, UK based, investment management company providing wealth management and financial planning services, is looking to appoint an experienced Investment Manager/Director to continue the firm’s development across Central Scotland and the Highlands. Role You will be responsible for the ongoing management […]

We are looking for an experienced, Diploma (or part) qualified Paraplanner to join a thriving Financial Planning business based in Sherborne. Our client is an established company well know for their high quality, holistic financial advice and due to growth, they are looking to expand the team and hire an additional Paraplanner to assist the company in giving […]

The Client This is a small but highly successful IFA practice that provides financial advice to private and corporate clients. This practice offers holistic advice across Investments, Tax, Retirement Planning and Employee Benefits. Supported by an Accountancy division this practice has a strong presence within the midlands. The Opportunity Due to business growth this business […]

IFA Administrator Up to £26,000 Glasgow Monday – Friday (Hybrid 2 days working from home) Are you looking to move to a larger company with genuine opportunities to grow and develop your own skills and career? Looking to work with like-minded individuals, as part of a team that increases everyone’s efficiency? If this sounds like […]

A reputable, financial firm is seeking an experienced paraplanners to join their team. This 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. They are proud to be a highly reputable financial planning firm who provides financial […]

Financial Adviser Checkheaton £25,000 – 30,000 // OTE £50,000+ Hybrid/Remote working This opportunity includes an existing client bank to work and develop into further new business Yes, you heard that right… a previous client bank is NOT required for this position. This is also better suited to someone who prefers the client management side of […]

Investment Manager/Director – Glasgow/Edinburgh Basic to £100,000 plus bonus & benefits   Company A long established, UK based, investment management company providing wealth management and financial planning services, is looking to appoint an experienced Investment Manager/Director to continue the firm’s development across central Scotland.   Role You will be responsible for the ongoing management of […]

Job Title: IFA Administrator Location: Birmingham/home based Salary: £28,000 to £32,000 per annum Benefits: Private Medical Insurance Death In Service: 4X Salary 5% Employer Pension Contribution 28 days Holiday + Bank Holidays Remote/flexible working, 2-3 times a month in Birmingham office. About Us: We are a reputable financial advisory firm committed to providing top-notch service and […]

We are looking for a talented Paraplanner to join a well-respected and successful 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. Experience of more complex financial arrangements is […]

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 […]

A highly-respected financial planning practice in Norwich are looking to grow their established support team by adding an IFA Administrator / Paraplanner.  The role would be a hybrid administrative / technical position with a plethora of responsibilities. The incoming individual would not be expected to be proficient in every area and as such training would […]

This is your opportunity to join a dynamic financial planning firm based in London, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client’s unique needs and goals. They believe in fostering a collaborative environment where professionals can grow and thrive. Position […]

We are looking for a trainee adviser to join a super Chartered financial practice in Romsey. The successful applicant must be client-focused and team-orientated and with a professional and proactive approach.  You will likely have attained the Diploma in Regulated Financial Planning – and with a good grounding in technical or client-facing work within the […]

We are looking for a client-focused candidate to join a super Chartered financial practice in Romsey on a part time basis. The successful applicant must be team-orientated, organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.  A minimum of 2 years’ experience in financial services would be ideal, […]

Paraplanner – Market Harborough, UK We are working with a firm who is dedicated to providing top-notch financial planning services to a diverse clientele. The team of professionals is committed to delivering tailored financial solutions that help clients achieve their financial goals. The company is currently seeking a skilled and motivated Paraplanner to join the growing […]

Junior Paraplanner – Kent – £25K – £32K I’m working with a Financial Times award-winning IFA practice who are based in Kent. My client is looking for a Junior Paraplanner to join their team of experienced paraplanners. This is a unique opportunity for someone who is looking to become a paraplanner. My client has a well-designed […]

Independent Financial Advisor – Saffron Walden – Up to £60k Are you a qualified Financial Advisor who is looking for the next step? We are looking to speak with quality people who have attained their Level 4 Diploma in Financial Planning to join a highly reputable IFA firm. In this role, you will be taking […]

IFA Administrator Glasgow Up to £28,000 (depending on experience) Monday – Friday (Hybrid working) Do you feel like there is no career path to follow in order to progress and develop? Are you looking to be part of a larger firm with likeminded people around you? Feeling under appreciated for the work you do? If […]

Job Title: IFA Administrator Location: Central Nottingham Type: Permanent, Full-time Benefits: Competitive salary, commensurate with experience. Pension scheme (standard) and optional healthcare scheme. Flexible holiday arrangements. Exam support: the company covers the cost of relevant exams. Central Nottingham location for easy accessibility via public transport. Possibility of parking availability Working hours: 8.30 am – 4.30 […]

A reputable, established IFA is seeking a Junior IFA Administrator to join their thriving team. 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 a culture where the business remains […]

Wealth Manager – Market Harborough, UK We working alongside a firm seeking an experienced Wealth Manager to join their prestigious firm in Market Harborough. The successful candidate will provide bespoke financial advice and manage client portfolios, focusing on long-term growth and wealth preservation. This role involves working closely with high-net-worth individuals to develop tailored investment strategies […]

We are working with a well-established financial advisory firm dedicated to providing comprehensive and tailored solutions to their clients. We are currently seeking a ‘career’ Paraplanner to join their dynamic team. Working Arrangements: Hybrid role: 2 days remote work, mandatory office presence on Mondays. Benefits: 30 days holiday plus Bank Holidays. Wellbeing day, birthday off, and […]

We are assisting a multi-award winning Financial Planning practice based in Bracknell. They specialise in providing tailored financial advice to private clients across the UK as well as some of its largest businesses. Due to expansion and internal promotions within the business, the company is looking for an experienced Paraplanner to join the existing team. This […]

We are assisting a multi-award winning Financial Planning practice based in Lincoln. They specialise in providing tailored financial advice to private clients across the UK as well as some of its largest businesses. Due to expansion and internal promotions within the business, the company is looking for an experienced Paraplanner to join the existing team. This […]

Paraplanner – Market Harborough – 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 […]

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The client is a Bespoke Financial Planning practice in the centre of Bishops Stortford. They specialise in providing truly unique and bespoke advice to their private and corporate clients. Having a highly successful joint legal venture, our client insure they provide only the highest standard of advice on the market. This is a fantastic opportunity for an experienced […]

We are assisting a multi-award winning Financial Planning practice based in Liverpool. They specialise in providing tailored financial advice to private clients across the UK as well as some of its largest businesses. Due to expansion and internal promotions within the business, the company is looking for an experienced Paraplanner to join the existing team. This […]

Are you a Financial Services Client Services Administrator looking to pursue a new opportunity?  A leading and successful client is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business. This Savings and Investments firm prides itself on a strong values focused work culture who encourage training and study […]

Client Relationship Manager 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 established, successful […]

Job title: Mortgage Advisor Salary: up to £35,000 Location: Bristol Responsibilities: Contacting existing and/or potential clients to offer Mortgage and Mortgage Protection planning services. Conducting in-depth reviews of clients’ financial circumstances Analyse information to design strategies and prepare proposals to best suit clients’ requirements Reviewing and responding to clients’ changing needs and financial circumstances. Providing […]

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 […]

Role: Senior Paraplanner Location: North London Salary: Circa £55,000 – 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 business and will […]

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 […]

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 […]

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 […]

IFA Administrator/Trainee Paraplanner – Northampton – Up to £26,000 This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and […]

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 of 10 based in St Albans. This company prides themselves on the amazing culture they have developed over the years. They would like another friendly individual to join […]

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 […]

We are assisting a Milton Keynes based client in welcoming a new IFA Administrator to their established administration team. They offer financial products and investments across the whole market, so your product knowledge will increase. There is a great company culture and an array of exciting opportunities In your career with this company you will have regular reviews […]

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 […]

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 […]

Trainee Paraplanner Up to £32K basic Hull Hybrid Working Are you looking for that opportunity to step up into Paraplanning? Have you already stepped up but feel that your responsibilities haven’t changed? This could be the chance for a fresh start! We are working with a long standing Wealth Management firm based in the Hull […]

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 of 15 based in Leigh on Sea. This company prides themselves on the amazing culture they have developed over the years. They would like another friendly individual […]

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 […]

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to be part of a succession team.  This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will receive a range of staff benefits including Hybrid working (3 days […]

Junior IFA Administrator – Birmingham – £23,000 My client who are a National IFA looking to recruit and trainee IFA administrator in their Birmingham office, to help with administration for the Paraplanners and Financial Advisors within the business. They are open to the type of person in this role, as long as you have an interest and desire within […]

An exciting opportunity for an ambitious IFA Administrator to join a successful Financial Planning firm, based near Hook.  This client is looking for an IFA Administrator to provide a first-class compliant support service to the financial advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial […]

Job Title: Self-Employed Financial Adviser Are you a self-motivated and experienced financial adviser with your own book of clients? If you’re looking for a unique opportunity to join a dynamic company, then this might be the perfect role for you. The firm, which originally focused on expats, has successfully expanded into the UK market and […]

Paraplanner North Manchester £35-45K Hybrid Working Are you looking for a move, to gain a better work life balance? Are you frustrated with the lack of support in your role? Perhaps you just want to work in a more professional environment? If any of the above are true, this should be the role for you! […]

Junior IFA Administrator – Birmingham – £23,000 My client who are a National IFA looking to recruit and trainee IFA administrator in their Birmingham office, to help with administration for the Paraplanners and Financial Advisors within the business. They are open to the type of person in this role, as long as you have an interest and desire within […]

We are working with a national Financial Services company that are looking to hire an assistant paraplanner that can offer quality support to the businesses advisers and clients. This role will include data collection, product research and application processing.  If you have experience working within Financial Planning, and are interested in progressing your career at a thriving […]