Mortgage and protection advisor Gloucester Up to £36,000 salary (+£3600 car allowance), OTE £60k+ Hybris working Leads Provided This role is for those with mortgage advice experience who want an employed mortgage broker role in an estate agency environment. This is a hybrid role where you will have access to the hottest leads in the business and support from a team of administrators. This role is set up to allow you to focus on writing business and speaking with clients, most of the brokers in this role will earn in the region of £60,000+ but the commission is uncapped. The Business The firm is estate agents in the Gloucester area and due to a record year, are looking to grow its broker team. They're an established business that has been running for over 20 years and so they are very well known in the area. They have a large team of brokers and an administration team in place to support them in writing business. The Role Working for this business you will be based out of their Gloucester office and providing face to face or phone based advice to the firm's clients. Being based in house with the estate agency team, you will have access to the warmest leads in the business which often leads to a high conversion rate. Benefits A salary of up to £36,000 based on experience A car allowance up to £3600 Commission scheme Holiday Pension Full lead provision Full administration support How to apply If this role sounds of interest, please click the apply button and we will be in contact as soon as we can. Once progressed, you would have a Teams call with the hiring manager of the firm and if successful, that would be followed by a face to face meeting in the office.
Sep 04, 2025
Full time
Mortgage and protection advisor Gloucester Up to £36,000 salary (+£3600 car allowance), OTE £60k+ Hybris working Leads Provided This role is for those with mortgage advice experience who want an employed mortgage broker role in an estate agency environment. This is a hybrid role where you will have access to the hottest leads in the business and support from a team of administrators. This role is set up to allow you to focus on writing business and speaking with clients, most of the brokers in this role will earn in the region of £60,000+ but the commission is uncapped. The Business The firm is estate agents in the Gloucester area and due to a record year, are looking to grow its broker team. They're an established business that has been running for over 20 years and so they are very well known in the area. They have a large team of brokers and an administration team in place to support them in writing business. The Role Working for this business you will be based out of their Gloucester office and providing face to face or phone based advice to the firm's clients. Being based in house with the estate agency team, you will have access to the warmest leads in the business which often leads to a high conversion rate. Benefits A salary of up to £36,000 based on experience A car allowance up to £3600 Commission scheme Holiday Pension Full lead provision Full administration support How to apply If this role sounds of interest, please click the apply button and we will be in contact as soon as we can. Once progressed, you would have a Teams call with the hiring manager of the firm and if successful, that would be followed by a face to face meeting in the office.
Self employed Mortgage Advisor Remote working Up to 90% commission This role is for you if you are (or want to become) a self employed mortgage broker looking for a high commission split. The business offers one of the highest commission rates on the market, allowing brokers to earn more and get more back for the work they put in. The firm offers 85% commission, rising to 90% after £40k is written in a year. They can also support you into becoming a full fledged IFA if that is what you are looking for. The Business This firm is a directly authorised network that allows you complete freedom to operate how you want. They are an established company, operating for over 10 years and supporting large number of firms nationwide. They are always on the lookout to start working with mortgage brokers in the self employed space. The Role This is a truly self employed role, giving you complete freedom to advise your clients on mortgages and protection. The firm will handle all of your compliance and file checking needs and let you focus on writing business. You will be working completely remotely with no office visits required. Benefits 85% commission rate, 90% after £40k business written in a year Academy support to move into financial advice Lead generation options Full compliance, file checking, complaints, etc support Synonyms Mortgage broker, mortgage advisor, mortgage adviser, mortgage consultant How to apply If this role sounds of interest, please click the apply button and we will be in touch soon!
Sep 03, 2025
Full time
Self employed Mortgage Advisor Remote working Up to 90% commission This role is for you if you are (or want to become) a self employed mortgage broker looking for a high commission split. The business offers one of the highest commission rates on the market, allowing brokers to earn more and get more back for the work they put in. The firm offers 85% commission, rising to 90% after £40k is written in a year. They can also support you into becoming a full fledged IFA if that is what you are looking for. The Business This firm is a directly authorised network that allows you complete freedom to operate how you want. They are an established company, operating for over 10 years and supporting large number of firms nationwide. They are always on the lookout to start working with mortgage brokers in the self employed space. The Role This is a truly self employed role, giving you complete freedom to advise your clients on mortgages and protection. The firm will handle all of your compliance and file checking needs and let you focus on writing business. You will be working completely remotely with no office visits required. Benefits 85% commission rate, 90% after £40k business written in a year Academy support to move into financial advice Lead generation options Full compliance, file checking, complaints, etc support Synonyms Mortgage broker, mortgage advisor, mortgage adviser, mortgage consultant How to apply If this role sounds of interest, please click the apply button and we will be in touch soon!
This role is perfect for those who are a self employed broker looking to operate in the HNW/UHNW space in London. Earn a competitive commission split and be supported by the directors who all have held high positions in the industry. The business have a very strong network from their years of experience with accountancy practices, law firms, tax firms, etc and they are willing to share this with you. If you are self employed and want access to HNW personal and commerical mortgages, this role is for you! The Business The company is a smaller sized firm that deal with HNW and UHNW clients. The directors set up the firm nearly 10 years ago after very successful careers in industry leading positions. Through their careers they established a strong network of connections and so set up their own business. They deal with personal mortgages but also get a lot of commercial and development finance business. Whilst they can deal with high street lenders, their focus is in the private banking world due to the typical HNW clients they deal with. The Role Working as a broker in this business, the firm will support you to develop in the world of HNW mortgages. They can provide you with leads from their multitude of connections, help you with your marketing and even attend meetings with law, accountancy and tax firms with you to help develop your relationships/lead sources. You will service your existing clients as well as develop many new ones thanks to these connections. The firm is happy to support those without experience in the private banking/HNW market. You will frequently meet these clients face to face due to the nature of the business they need. The firm are also taking on a full time administrator that will help take care of all your admin needs. Benefits 70% commission for self generation 50% commission for leads provided Leads provided from tax/law/accountancy firms The firm will help you develop relationships with new tax/law/accountancy firms by attending meetings with you The directors will have frequent meetings with you to directly support you in growing your business Full administration support Marketing support Advice from the firms directors who have had very experienced careers Application If this role sounds of interest, please click apply now and we will be in touch soon!
Sep 03, 2025
Full time
This role is perfect for those who are a self employed broker looking to operate in the HNW/UHNW space in London. Earn a competitive commission split and be supported by the directors who all have held high positions in the industry. The business have a very strong network from their years of experience with accountancy practices, law firms, tax firms, etc and they are willing to share this with you. If you are self employed and want access to HNW personal and commerical mortgages, this role is for you! The Business The company is a smaller sized firm that deal with HNW and UHNW clients. The directors set up the firm nearly 10 years ago after very successful careers in industry leading positions. Through their careers they established a strong network of connections and so set up their own business. They deal with personal mortgages but also get a lot of commercial and development finance business. Whilst they can deal with high street lenders, their focus is in the private banking world due to the typical HNW clients they deal with. The Role Working as a broker in this business, the firm will support you to develop in the world of HNW mortgages. They can provide you with leads from their multitude of connections, help you with your marketing and even attend meetings with law, accountancy and tax firms with you to help develop your relationships/lead sources. You will service your existing clients as well as develop many new ones thanks to these connections. The firm is happy to support those without experience in the private banking/HNW market. You will frequently meet these clients face to face due to the nature of the business they need. The firm are also taking on a full time administrator that will help take care of all your admin needs. Benefits 70% commission for self generation 50% commission for leads provided Leads provided from tax/law/accountancy firms The firm will help you develop relationships with new tax/law/accountancy firms by attending meetings with you The directors will have frequent meetings with you to directly support you in growing your business Full administration support Marketing support Advice from the firms directors who have had very experienced careers Application If this role sounds of interest, please click apply now and we will be in touch soon!
Paraplanner Hybrid working Falkirk Up to £40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40,000 Hybrid working Death in Service (4 x annual salary) Private Medical Insurance. Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension above statutory Discretionary annual bonus 28 days annual leave rising to 30 days after 2 years' service How to apply If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Sep 03, 2025
Full time
Paraplanner Hybrid working Falkirk Up to £40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40,000 Hybrid working Death in Service (4 x annual salary) Private Medical Insurance. Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension above statutory Discretionary annual bonus 28 days annual leave rising to 30 days after 2 years' service How to apply If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Paraplanner Hybrid working Glasgow Up to £40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40,000 Hybrid working Death in Service (4 x annual salary) Private Medical Insurance provided by Vitality. Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension above statutory Discretionary annual bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service How to apply If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Sep 03, 2025
Full time
Paraplanner Hybrid working Glasgow Up to £40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term. The Business The business is a fast-scaling national wealth management and advice firm with the backing of a respected private equity investor. It's on a mission to transform the financial advice industry by blending holistic advice with cutting-edge technology. Having already acquired several successful businesses, they're building a single-brand operation focused on delivering exceptional client outcomes, empowered by modern systems and a team that understands the importance of culture and support. They're directly authorised and looking to grow. The Role As a Paraplanner with this business, you will be collaborating closely with the advisors and administrators to help deliver the best advice to the firm's clients. You'll be undertaking necessary research and writing technical suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40,000 Hybrid working Death in Service (4 x annual salary) Private Medical Insurance provided by Vitality. Group Income Protection Employee Assistance Programme Medicash (healthcare cash back plan) Pension above statutory Discretionary annual bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service How to apply If you want to find out more about this opportunity, then simply click apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Corporate Financial Advisor Bristol Hybrid working Up to £75k The role is best suited to financial advisors with experience dealing with corporate clients and are experienced with winning new business. If this matches your experience and you're looking for a firm that will give you a competitive salary and the support to grow both your experience and earnings, then this could be for you. You will need experience in maintaining long-term relationships as well as winning new clients. Salary up to £75k. The Business The company are directly authorised, independent financial advisory firm who specialise in providing advice on pensions, investments and protection, as well as corporate services. They are an established chartered firm, running for over 30 years. They have a strong client bank of individual clients but are now looking to increase their base of corporate clients, focussing purely on group personal pensions, group income protection and group life. The Role Within the role you will take on a number of corporate clients to look after and service, but it will also be about growing their client base. This will require a good level of experience in going out and winning new business. You'll be supported by the firm to grow this base, with the firms experience, reputation and marketing team, you'll be well set up. As well as servicing and growing the book of corporate clients, you may also provide in house services to the current staff of the business. The Benefits Salary Up to £75k - negotiable Bonus scheme 26 days holiday to 31 days after 5 years + bank holidays. Generous employer pension contribution. DIS Cover provided. Income Protection cover Private Medical Insurance and Health Cash plan Support with achieving professional qualifications Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Financial adviser, financial planner, IFA, Independent Financial Adviser, Corporate financial advisor.
Sep 03, 2025
Full time
Corporate Financial Advisor Bristol Hybrid working Up to £75k The role is best suited to financial advisors with experience dealing with corporate clients and are experienced with winning new business. If this matches your experience and you're looking for a firm that will give you a competitive salary and the support to grow both your experience and earnings, then this could be for you. You will need experience in maintaining long-term relationships as well as winning new clients. Salary up to £75k. The Business The company are directly authorised, independent financial advisory firm who specialise in providing advice on pensions, investments and protection, as well as corporate services. They are an established chartered firm, running for over 30 years. They have a strong client bank of individual clients but are now looking to increase their base of corporate clients, focussing purely on group personal pensions, group income protection and group life. The Role Within the role you will take on a number of corporate clients to look after and service, but it will also be about growing their client base. This will require a good level of experience in going out and winning new business. You'll be supported by the firm to grow this base, with the firms experience, reputation and marketing team, you'll be well set up. As well as servicing and growing the book of corporate clients, you may also provide in house services to the current staff of the business. The Benefits Salary Up to £75k - negotiable Bonus scheme 26 days holiday to 31 days after 5 years + bank holidays. Generous employer pension contribution. DIS Cover provided. Income Protection cover Private Medical Insurance and Health Cash plan Support with achieving professional qualifications Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Financial adviser, financial planner, IFA, Independent Financial Adviser, Corporate financial advisor.
Paraplanner Lincoln Hybrid Up to £45k This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Lincoln. Offering a salary of up to £45,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees. The Business: This company are a directly authorised, independent financial advisers. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience. Investing in training and development of staff to reach this goal. The Role: Working as an Paraplanner within this firm will see you carrying out a range of duties. You will responsible for complete, end to end paraplanning with an emphasis on report writing and research. You will then make suitable recommendations to support the advisors in providing the best advice to the clients. The Benefits: Salary up to £45k 25 days holiday plus bank holidays, and your birthday off Hybrid working available Annual discretionary bonus of up to 10% Valuable share option for all employees (please ask for further details) Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example Life Assurance Income Protection Applying To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.
Sep 03, 2025
Full time
Paraplanner Lincoln Hybrid Up to £45k This role is suited for an experienced Level 4 qualified Paraplanner looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Lincoln. Offering a salary of up to £45,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees. The Business: This company are a directly authorised, independent financial advisers. They were established in 2014 and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience. Investing in training and development of staff to reach this goal. The Role: Working as an Paraplanner within this firm will see you carrying out a range of duties. You will responsible for complete, end to end paraplanning with an emphasis on report writing and research. You will then make suitable recommendations to support the advisors in providing the best advice to the clients. The Benefits: Salary up to £45k 25 days holiday plus bank holidays, and your birthday off Hybrid working available Annual discretionary bonus of up to 10% Valuable share option for all employees (please ask for further details) Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example Life Assurance Income Protection Applying To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.
Self Employed Financial Advisor UK Wide 80%/20% fee split The network are looking for experienced self-employed Financial Advisors who want to be part of a independent network. This is an opportunity for advisers who are comfortable generating their own business and are committed to providing high-quality financial planning services and currently have over £15 million in funds under Management. About the Network The network was established almost 20 years ago and now have over 140 ARs. They are an independent network with a strong discretionary fund management (DFM) panel with seven providers, they conduct quarterly due diligence on DFM options to ensure the best outcomes for clients. The network also offers full compliance, FCA levies, and PI cover provided. The commission split is 80/20, capped at £30k. Once above the limit, 3% ongoing fee for the rest of the year. Discretionary bonus available for advisors with agreed level in DFM, reducing fees even further, with the possibility of eliminating fees altogether. The Role As an adviser, you will have full control over your daily operations, allowing you to focus on expanding your client base. With dedicated support in paraplanning, compliance, and administration, you can concentrate on providing exceptional service without the burden of operational tasks. Backed by streamlined systems and efficient processes, you'll have everything you need to nurture your existing clients and grow your business with confidence. Apply This is a network for experienced, independent Financial Advisors who are looking for a long-term home with strong compliance, investment support, and business growth potential. If this sounds like the right fit for you, apply today. Synonyms Financial Adviser, Self employed Financial Adviser, Independent Financial Adviser, Financial Planner, Self Employed Financial Planner, Self Employed Financial Planner, Wealth Manager.
Sep 03, 2025
Full time
Self Employed Financial Advisor UK Wide 80%/20% fee split The network are looking for experienced self-employed Financial Advisors who want to be part of a independent network. This is an opportunity for advisers who are comfortable generating their own business and are committed to providing high-quality financial planning services and currently have over £15 million in funds under Management. About the Network The network was established almost 20 years ago and now have over 140 ARs. They are an independent network with a strong discretionary fund management (DFM) panel with seven providers, they conduct quarterly due diligence on DFM options to ensure the best outcomes for clients. The network also offers full compliance, FCA levies, and PI cover provided. The commission split is 80/20, capped at £30k. Once above the limit, 3% ongoing fee for the rest of the year. Discretionary bonus available for advisors with agreed level in DFM, reducing fees even further, with the possibility of eliminating fees altogether. The Role As an adviser, you will have full control over your daily operations, allowing you to focus on expanding your client base. With dedicated support in paraplanning, compliance, and administration, you can concentrate on providing exceptional service without the burden of operational tasks. Backed by streamlined systems and efficient processes, you'll have everything you need to nurture your existing clients and grow your business with confidence. Apply This is a network for experienced, independent Financial Advisors who are looking for a long-term home with strong compliance, investment support, and business growth potential. If this sounds like the right fit for you, apply today. Synonyms Financial Adviser, Self employed Financial Adviser, Independent Financial Adviser, Financial Planner, Self Employed Financial Planner, Self Employed Financial Planner, Wealth Manager.
IFA AdministratorFull time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports. The Company This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages. The Role Responsibilities include: Acting as the initial point of contact for client inquiries via telephone, email, and post. Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner. Ensuring compliance by managing and requesting relevant client documentation. Maintaining organised electronic and paper records using the Intelligent Office back-office system. Ability to maintain confidentiality and act with discretion. Processing new business Benefits Company Pension. Private Healthcare. 25 days holiday Flexible working hours - can accommodate school drop-off and pick-up times. Further benefits to be confirmed How to Apply Click Apply Now to submit your application. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 03, 2025
Full time
IFA AdministratorFull time - 35 hours Dorset Office Based Salary negotiable This is an excellent opportunity for an IFA Administrator to join a well-established financial advisory firm. As an IFA Administrator, you will provide vital support to a Senior Adviser, managing a portfolio of 100+ clients. You will be the first point of contact for clients, ensuring smooth communication and assisting with compliance, documentation, and annual review reports. The Company This is a respected financial services firm known for its client-focused approach and supportive working environment. The company are directly authorised and have been in operation for almost 10 years, providing advice on several areas from Investments, Pensions, Inheritance Tax Planning, Care and Later life, Protection and Mortgages. The Role Responsibilities include: Acting as the initial point of contact for client inquiries via telephone, email, and post. Assisting with the preparation and distribution of annual review reports in collaboration with the paraplanner. Ensuring compliance by managing and requesting relevant client documentation. Maintaining organised electronic and paper records using the Intelligent Office back-office system. Ability to maintain confidentiality and act with discretion. Processing new business Benefits Company Pension. Private Healthcare. 25 days holiday Flexible working hours - can accommodate school drop-off and pick-up times. Further benefits to be confirmed How to Apply Click Apply Now to submit your application. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
IFA Administrator Birmingham Office-based role Up to £30k This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k. The Business This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team. The Role As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery. Your responsibilities will include: Preparing client files for annual reviews. Processing new business applications and policy updates. Handling client queries and liaising with providers. Assisting advisers with meeting preparation and documentation. Coordinating withdrawals, fund switches, and top-ups. Managing Letter of Authority process Supporting compliance and maintaining accurate records. Benefits Salary up to £30,000 21 days holiday + Bank holidays Death in Service cover Private Medical Health Insurance Full benefits to be confirmed How to Apply Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 03, 2025
Full time
IFA Administrator Birmingham Office-based role Up to £30k This role is well-suited to an IFA Administrator who is looking to develop their career within a well-established financial advisory firm. Salary up to £30k. The Business This is a well-established independent financial advisory practice providing expert financial planning services. The firm is directly authorised, with a strong presence in the area. They have been in operation for over 25 years and looking for additional support within the team. The Role As an IFA Administrator, you will provide administrative and client support to financial advisers, ensuring smooth and efficient service delivery. Your responsibilities will include: Preparing client files for annual reviews. Processing new business applications and policy updates. Handling client queries and liaising with providers. Assisting advisers with meeting preparation and documentation. Coordinating withdrawals, fund switches, and top-ups. Managing Letter of Authority process Supporting compliance and maintaining accurate records. Benefits Salary up to £30,000 21 days holiday + Bank holidays Death in Service cover Private Medical Health Insurance Full benefits to be confirmed How to Apply Click "Apply Now" to submit your CV. Successful applicants will be contacted to discuss the next steps. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
IFA Administrator Warwick Hybrid working Up to £35k This role is ideal for experienced administrators working in an IFA or financial planning environment who enjoy supporting advisers and helping clients receive an exceptional service. You'll be joining a team that values professionalism and offers flexible working, structured support, and genuine progression opportunities within financial services. The Business This directly authorised, client-focused financial planning firm operates across the UK and delivers holistic advice in pensions, investments, protection, and estate planning. They have a collaborative team structure, supportive management, and a clear dedication to compliance and doing the right thing for clients. The business uses modern systems and invests in its people. The Role You'll provide dedicated administrative support to financial advisers and paraplanners, helping ensure that advice is implemented efficiently and accurately. A typical day involves processing new business, updating client records, liaising with providers, preparing review packs, booking appointments, chasing outstanding documentation, and actioning adviser instructions. You'll also play a key role in ensuring a smooth client experience-communicating professionally and proactively, managing expectations, and keeping everything compliant and well-documented. You'll be part of a professional and friendly team who work together to deliver high-quality service. Benefits Salary up to £35k Hybrid working 28 days Holiday Bank Holidays (Rising to 30) Employer pension contributions Discretionary bonus Income Protection Life Assurance Medicash plan Support with qualifications and career development How to apply Click "Apply Now" to submit your CV-it's quick and easy. The interview process includes an initial virtual meeting followed by a practical discussion with the operations team. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 02, 2025
Full time
IFA Administrator Warwick Hybrid working Up to £35k This role is ideal for experienced administrators working in an IFA or financial planning environment who enjoy supporting advisers and helping clients receive an exceptional service. You'll be joining a team that values professionalism and offers flexible working, structured support, and genuine progression opportunities within financial services. The Business This directly authorised, client-focused financial planning firm operates across the UK and delivers holistic advice in pensions, investments, protection, and estate planning. They have a collaborative team structure, supportive management, and a clear dedication to compliance and doing the right thing for clients. The business uses modern systems and invests in its people. The Role You'll provide dedicated administrative support to financial advisers and paraplanners, helping ensure that advice is implemented efficiently and accurately. A typical day involves processing new business, updating client records, liaising with providers, preparing review packs, booking appointments, chasing outstanding documentation, and actioning adviser instructions. You'll also play a key role in ensuring a smooth client experience-communicating professionally and proactively, managing expectations, and keeping everything compliant and well-documented. You'll be part of a professional and friendly team who work together to deliver high-quality service. Benefits Salary up to £35k Hybrid working 28 days Holiday Bank Holidays (Rising to 30) Employer pension contributions Discretionary bonus Income Protection Life Assurance Medicash plan Support with qualifications and career development How to apply Click "Apply Now" to submit your CV-it's quick and easy. The interview process includes an initial virtual meeting followed by a practical discussion with the operations team. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Mortgage Advisor, Multiple office choices in Surrey/Hampshire H ybrid working Salary up to £35k, expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm are looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a mortgage broker in this business will you working a hybrid model in one of the business's estate agency partner offices. You'll be provided all the leads you could need, from a range of sources. The primary source being from the firm's estate agency relationships where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm are open to those wanting to do just mortgages or doing protection as well, it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required. Benefits A salary up to £35k Up to a £4k validation, then 10-15% commission on all business written, no cap All the business you could possibly need is provided by the firm Quick, warm and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Holidays Pension scheme Requirements The firm are looking for those who can evidence 10+ mortgages a month in previous roles Estate agency experience a benefit but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process. Synonyms: mortgage broker, mortgage consultant
Sep 01, 2025
Full time
Mortgage Advisor, Multiple office choices in Surrey/Hampshire H ybrid working Salary up to £35k, expected OTE £65k If you are an experienced mortgage advisor who has a track record of writing strong business levels, this role could be for you. The firm are looking to provide experienced advisors with full (warm) lead support and full admin support, with the idea being to let you focus on purely writing business. The Firm This firm is an established mortgage and protection business, operating for over 10 years with over forty advisors nationwide. With them being a whole of market business, you can provide your clients with a wide range of solutions to match their specific needs. Due to business levels and the amount of leads they're seeing coming in, they are looking to grow and work with more experienced advisors and as soon as possible. With the fantastic model they have established over the years, some of the biggest business writers in mortgages/protection work here. The Role Working as a mortgage broker in this business will you working a hybrid model in one of the business's estate agency partner offices. You'll be provided all the leads you could need, from a range of sources. The primary source being from the firm's estate agency relationships where you'll be working warm leads and be provided full administration support, so you can focus on purely writing business. The firm are open to those wanting to do just mortgages or doing protection as well, it's up to you. You will be working out of the office between 2-3 days per week and may require some travel to cover other close by offices where required. Benefits A salary up to £35k Up to a £4k validation, then 10-15% commission on all business written, no cap All the business you could possibly need is provided by the firm Quick, warm and convertible leads booked straight into your diary Full administration support Full compliance support Hybrid working, 3 days a week in the office Any training requirements you need Holidays Pension scheme Requirements The firm are looking for those who can evidence 10+ mortgages a month in previous roles Estate agency experience a benefit but not required CeMap or equivalent Applying If this role sounds of interest, then please click the apply button now and we will be in touch asap. After that, there will be a fairly straight forward three stage interview process. Synonyms: mortgage broker, mortgage consultant
Paraplanner Hybrid Working Northallerton Up to £40k This role is best suited to those who have 1+ year of paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to £40k. The Business The business is a fast growing, well established Financial Services practice with offices all across the UK. They are growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40k Hybrid working Death in Service (4 x annual salary) Private Medical Insurance Group Income Protection Healthcare cash back plan Pension above statutory Discretionary bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service. Apply If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Sep 01, 2025
Full time
Paraplanner Hybrid Working Northallerton Up to £40k This role is best suited to those who have 1+ year of paraplanning experience, and ideally have their level 4 qualification. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Salary up to £40k. The Business The business is a fast growing, well established Financial Services practice with offices all across the UK. They are growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office. The Role As a Paraplanner, you will be collaborating closely with their advisors and administrators to undertake the necessary research and deliver suitability reports. You will be preparing pre-approval documentation, conducting relevant financial calculations, communicating effectively internally and externally, as well as being confident issuing instructions to the Client Admin Team. The Benefits Salary up to £40k Hybrid working Death in Service (4 x annual salary) Private Medical Insurance Group Income Protection Healthcare cash back plan Pension above statutory Discretionary bonus based on company performance. 28 days annual leave rising to 30 days after 2 years' service. Apply If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.
Junior Acquisitions Analyst Remote working (occasional monthly travel to office) £35,000 - £40,000 salary benefits This role is ideal for a motivated, detail-oriented person with strong Excel skills and a genuine interest in corporate strategy, finance, and data analysis. It's perfect for someone who enjoys working in a fast-paced, deal-driven environment and wants to build a career in Mergers & Acquisitions. You'll gain hands-on experience in corporate finance and strategic transactions, while developing your skills through on-the-job learning and formal training. The Firm You'll be joining a growing M&A team within a well-established and forward-thinking financial advisory business. The business has a strong track record in successfully acquiring and integrating companies across the UK. You'll benefit from modern systems, collaborative culture, and exposure to senior stakeholders, as well as clear opportunities for career progression in the corporate finance and acquisitions field. The Role Working closely with the Senior Acquisitions Analyst, your day will involve analysing client data, preparing due diligence reports, and spotting trends or inconsistencies in financial information. You'll cleanse, manipulate and interpret large datasets, present your findings to both internal and external stakeholders, and help assess potential risks in transactions. You'll also liaise with legal, compliance, and finance teams, attend monthly M&A meetings, and contribute to achieving the team's quarterly targets. No two days will be the same - you'll be working on multiple deals, each with its own unique challenges and opportunities. Benefits £35,000 - £40,000 salary Fully remote working with occasional monthly travel to regional offices Yearly bonus based on company and personal performance (up to 10%) BUPA Private Medical Insurance Pension Plan (5% ER and minimum 3% EE) Medicash Health Cash Plan Group Income Protection (75% of base salary) Group Life Assurance (4x base salary) 28 days holiday (rising to 30 after 2 years service) Ongoing training and professional development opportunities Supportive team environment with a focus on collaboration and learning Requirements A 2:1 BA degree A strong analyst with strong Excel skills Experience in a results-driven environment Detail-oriented with good organisational skills How to apply Applying is quick and straightforward - simply send your CV through this advert. Shortlisted candidates will be invited to a first-stage online interview, followed by a second-stage interview with the M&A team.
Sep 01, 2025
Full time
Junior Acquisitions Analyst Remote working (occasional monthly travel to office) £35,000 - £40,000 salary benefits This role is ideal for a motivated, detail-oriented person with strong Excel skills and a genuine interest in corporate strategy, finance, and data analysis. It's perfect for someone who enjoys working in a fast-paced, deal-driven environment and wants to build a career in Mergers & Acquisitions. You'll gain hands-on experience in corporate finance and strategic transactions, while developing your skills through on-the-job learning and formal training. The Firm You'll be joining a growing M&A team within a well-established and forward-thinking financial advisory business. The business has a strong track record in successfully acquiring and integrating companies across the UK. You'll benefit from modern systems, collaborative culture, and exposure to senior stakeholders, as well as clear opportunities for career progression in the corporate finance and acquisitions field. The Role Working closely with the Senior Acquisitions Analyst, your day will involve analysing client data, preparing due diligence reports, and spotting trends or inconsistencies in financial information. You'll cleanse, manipulate and interpret large datasets, present your findings to both internal and external stakeholders, and help assess potential risks in transactions. You'll also liaise with legal, compliance, and finance teams, attend monthly M&A meetings, and contribute to achieving the team's quarterly targets. No two days will be the same - you'll be working on multiple deals, each with its own unique challenges and opportunities. Benefits £35,000 - £40,000 salary Fully remote working with occasional monthly travel to regional offices Yearly bonus based on company and personal performance (up to 10%) BUPA Private Medical Insurance Pension Plan (5% ER and minimum 3% EE) Medicash Health Cash Plan Group Income Protection (75% of base salary) Group Life Assurance (4x base salary) 28 days holiday (rising to 30 after 2 years service) Ongoing training and professional development opportunities Supportive team environment with a focus on collaboration and learning Requirements A 2:1 BA degree A strong analyst with strong Excel skills Experience in a results-driven environment Detail-oriented with good organisational skills How to apply Applying is quick and straightforward - simply send your CV through this advert. Shortlisted candidates will be invited to a first-stage online interview, followed by a second-stage interview with the M&A team.
Paraplanner, Bracknell Hybrid working Up to £45k This role is suited for an experienced Level 4 qualified Paraplanner (or nearly qualified) looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Bracknell. Offering a salary of up to £45,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees. The Business: This company is a directly authorised, independent financial advisory firm. They have been established for over 10 years at this point and have office hubs located throughout the UK. Founded by an industry leader with a massively successful background, they're going from strength to strength and looking to grow. They pride themselves on their dedication to delivering an exceptional client experience and investment in the training and development of their staff to reach this goal. The Role: Working as a Paraplanner within this firm will see you carrying out a range of duties. You'll be working closely with advisors to support them in delivering the best outcomes to their clients. This will involve writing technical reports across a wide range of advice, carrying out in depth research across various funds, cashflow writing and analysis, and much more. The Benefits: 25 days holiday plus bank holidays, and your birthday off Hybrid working available A salary of up to £45k Annual discretionary bonus of up to 10% Valuable share option for all employees (please ask for further details) Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example Applying To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.
Sep 01, 2025
Full time
Paraplanner, Bracknell Hybrid working Up to £45k This role is suited for an experienced Level 4 qualified Paraplanner (or nearly qualified) looking to join an established advisory firm. Our client is looking for a dedicated and driven individual to join their team based in Bracknell. Offering a salary of up to £45,000 and additional valuable share options, this business offers long term security and progression opportunities to their employees. The Business: This company is a directly authorised, independent financial advisory firm. They have been established for over 10 years at this point and have office hubs located throughout the UK. Founded by an industry leader with a massively successful background, they're going from strength to strength and looking to grow. They pride themselves on their dedication to delivering an exceptional client experience and investment in the training and development of their staff to reach this goal. The Role: Working as a Paraplanner within this firm will see you carrying out a range of duties. You'll be working closely with advisors to support them in delivering the best outcomes to their clients. This will involve writing technical reports across a wide range of advice, carrying out in depth research across various funds, cashflow writing and analysis, and much more. The Benefits: 25 days holiday plus bank holidays, and your birthday off Hybrid working available A salary of up to £45k Annual discretionary bonus of up to 10% Valuable share option for all employees (please ask for further details) Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example Applying To find out more about this opportunity, then simply apply here. One of our team will then be in touch and you can then leave the rest to us in terms of arranging an interview with the business.
Paraplanner Tewkesbury Office based role Up to £42.5k This role is best suited for candidates who have experience within Paraplanning who are looking to learn and grow in a supportive firm. Level 4 Diploma desirable but not required. Junior Paraplanner position also available. Progression potential going forward. Salary up to £42.5k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey. The Role Within the role you will be supporting the Advisors/Paraplanning team, Writing suitability reports, conducting research and supporting administrators if required. The Benefits Salary up to £42.5k depending on experience Holiday days Pension above statutory Death in service Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 01, 2025
Full time
Paraplanner Tewkesbury Office based role Up to £42.5k This role is best suited for candidates who have experience within Paraplanning who are looking to learn and grow in a supportive firm. Level 4 Diploma desirable but not required. Junior Paraplanner position also available. Progression potential going forward. Salary up to £42.5k. The Business The business is a directly authorised Independent Financial Advisory firm who have been in operation for over 20 years and offer whole of market advice, specialising in Investments, Pensions, Inheritance Tax Planning, Mortgages and Life assurance. You will be surrounding by the team, helping you grow and supporting your journey. The Role Within the role you will be supporting the Advisors/Paraplanning team, Writing suitability reports, conducting research and supporting administrators if required. The Benefits Salary up to £42.5k depending on experience Holiday days Pension above statutory Death in service Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Project ManagerRemote (with occasional travel) Full-time, Permanent Up to £43k This role is ideal for project coordinators or junior project managers who are ready to step up into a delivery-focused role. If you're passionate about change and enjoy working in a collaborative, purpose-driven environment, this could be the next great move in your career. You'll be joining a fast-growing and innovative business at the forefront of modernising how financial services operate. With a clear roadmap for growth and transformation, you'll play a key role in driving real, positive change. Experience within Financial Services and acquisitions is preferred. The Business The business is a fast-growing and well-established Financial Services practice with offices across the UK. They are directly authorised and have strong backing to support their forward growth. The firm is growing both organically and through acquisitions, so they now have a need to expand the project change team. The Role As Project Manager, you'll support the end-to-end delivery of key change projects across the business. Your day-to-day will involve coordinating resources, managing timelines, tracking performance, and keeping stakeholders aligned and informed. You'll be instrumental in delivering strategic initiatives that improve systems, enhance client experience, and enable business growth. You'll be part of a wider change team, working closely with internal teams and external partners. Your ability to manage multiple priorities, communicate clearly, and think critically will be essential. The Benefits Salary up to £43k Remote working Death in service Private medical insurance Income protection Bonus scheme Pension Holiday days Full benefits to be confirmed Requirements Experience within financial services is an absolute must Experience as a project manager How to apply Click apply to send your CV - no cover letter needed. The process is straightforward: an initial phone chat followed by a video interview with key stakeholders. We'll keep you informed every step of the way. Synonyms Change Manager, Delivery Manager, Programme Coordinator, Project Coordinator, Transformation Manager, Implementation Manager, Business Change Lead, Project Lead, Business Projects Specialist, Change and Delivery Officer, Operations Project Manager
Sep 01, 2025
Full time
Project ManagerRemote (with occasional travel) Full-time, Permanent Up to £43k This role is ideal for project coordinators or junior project managers who are ready to step up into a delivery-focused role. If you're passionate about change and enjoy working in a collaborative, purpose-driven environment, this could be the next great move in your career. You'll be joining a fast-growing and innovative business at the forefront of modernising how financial services operate. With a clear roadmap for growth and transformation, you'll play a key role in driving real, positive change. Experience within Financial Services and acquisitions is preferred. The Business The business is a fast-growing and well-established Financial Services practice with offices across the UK. They are directly authorised and have strong backing to support their forward growth. The firm is growing both organically and through acquisitions, so they now have a need to expand the project change team. The Role As Project Manager, you'll support the end-to-end delivery of key change projects across the business. Your day-to-day will involve coordinating resources, managing timelines, tracking performance, and keeping stakeholders aligned and informed. You'll be instrumental in delivering strategic initiatives that improve systems, enhance client experience, and enable business growth. You'll be part of a wider change team, working closely with internal teams and external partners. Your ability to manage multiple priorities, communicate clearly, and think critically will be essential. The Benefits Salary up to £43k Remote working Death in service Private medical insurance Income protection Bonus scheme Pension Holiday days Full benefits to be confirmed Requirements Experience within financial services is an absolute must Experience as a project manager How to apply Click apply to send your CV - no cover letter needed. The process is straightforward: an initial phone chat followed by a video interview with key stakeholders. We'll keep you informed every step of the way. Synonyms Change Manager, Delivery Manager, Programme Coordinator, Project Coordinator, Transformation Manager, Implementation Manager, Business Change Lead, Project Lead, Business Projects Specialist, Change and Delivery Officer, Operations Project Manager
Financial Advisor, Luton area Work from home or office Salary up to £70,000, OTE expected £80,000 - £100,000 This opportunity is ideal for an experienced Financial Advisor looking to join a thriving, directly authorised financial advisory practice. If you have at least 2 years' experience in as an advisor, particularly in pensions and investments, and are seeking the autonomy to manage your own client relationships with the support of an established business, this could be the right move for you. You'll be offered a competitive basic salary and a generous bonus structure that could see your have significant earnings in year 1. The Business This directly authorised, owner-led financial advisory firm has grown organically, with the founder having successfully built the business from the ground up. Based in the Luton area and servicing clients across Bedfordshire, Buckinghamshire and Hertfordshire, the business is well-regarded for providing independent advice with a strong focus on pensions and investments. With plans to expand the team over the next couple years, this is a rare chance to join at an exciting point of growth, with a clear pathway for progression and future opportunity. The Role You'll take on an existing book of clients while also generating new business from the firm's strong local reputation and referral network. Working closely with the business owner, you'll receive support to ensure a smooth handover of client relationships and grow a bank of your own. The role is a mix of remote and in-person work, giving you flexibility while maintaining a high-quality, personal service for clients. Benefits Basic salary range from £50,000 - £70,000 Bonus scheme with potential to earn an additional c.£30,000 on top of your salary Existing client bank to take care of Paraplanning and administration support - outsourced at no cost Flexible working options - work from home or the office Opportunity to be part of a growing, locally respected business in the beginning of it's growth path Holidays Pensions scheme How to Apply Click "Apply" to submit your CV. The process is straightforward - we'll get in touch to have a chat and then we'll look to get your CV across to the firm to have an initial call. Synonyms Financial planner, wealth manager, financial adviser, independent financial advisor
Sep 01, 2025
Full time
Financial Advisor, Luton area Work from home or office Salary up to £70,000, OTE expected £80,000 - £100,000 This opportunity is ideal for an experienced Financial Advisor looking to join a thriving, directly authorised financial advisory practice. If you have at least 2 years' experience in as an advisor, particularly in pensions and investments, and are seeking the autonomy to manage your own client relationships with the support of an established business, this could be the right move for you. You'll be offered a competitive basic salary and a generous bonus structure that could see your have significant earnings in year 1. The Business This directly authorised, owner-led financial advisory firm has grown organically, with the founder having successfully built the business from the ground up. Based in the Luton area and servicing clients across Bedfordshire, Buckinghamshire and Hertfordshire, the business is well-regarded for providing independent advice with a strong focus on pensions and investments. With plans to expand the team over the next couple years, this is a rare chance to join at an exciting point of growth, with a clear pathway for progression and future opportunity. The Role You'll take on an existing book of clients while also generating new business from the firm's strong local reputation and referral network. Working closely with the business owner, you'll receive support to ensure a smooth handover of client relationships and grow a bank of your own. The role is a mix of remote and in-person work, giving you flexibility while maintaining a high-quality, personal service for clients. Benefits Basic salary range from £50,000 - £70,000 Bonus scheme with potential to earn an additional c.£30,000 on top of your salary Existing client bank to take care of Paraplanning and administration support - outsourced at no cost Flexible working options - work from home or the office Opportunity to be part of a growing, locally respected business in the beginning of it's growth path Holidays Pensions scheme How to Apply Click "Apply" to submit your CV. The process is straightforward - we'll get in touch to have a chat and then we'll look to get your CV across to the firm to have an initial call. Synonyms Financial planner, wealth manager, financial adviser, independent financial advisor
IFA Administrator Bristol Office based Up to £28k This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm. You'll be part of a business that helps clients achieve their financial goals and live life to the fullest. With excellent benefits from day one, a clear structure, and a collaborative team culture, this role offers stability and long-term growth. The Business The firm is a Chartered financial planning practice with a strong reputation for client care. Their services include financial planning, wealth management, and investment support, and they are known for combining technical expertise with a truly personal approach. They put clients' ambitions at the centre of everything they do, offering holistic planning across retirement, tax, wealth protection, and family needs. Client feedback reflects the quality of service: the vast majority would recommend the firm and say they feel well supported in achieving their goals. You'll be joining a business that values integrity, professionalism, and team spirit, with a focus on doing the right thing for clients every time. The Role As a Client Services Administrator, you'll be supporting financial planners, paraplanners, and investment managers. A typical day will include: Acting as the first point of contact for client enquiries Preparing reports, portfolio valuations, and correspondence Maintaining accurate client records and updating systems Supporting onboarding processes and documentation requirements Handling daily office tasks including post, invoices, and reconciliations Peer checking team outputs and assisting with ad-hoc projects This is a full-time, office-based role, Monday to Friday, 9:00 a.m. - 5:30 p.m. (with one hour for lunch). Flexibility may occasionally be needed to meet client needs. The Benefits Salary up to £28k 25 days annual leave bank holidays (Rising 1 with each years' service up to 30) Birthday off Pension scheme Group life cover Group income protection Private medical insurance Health care plan Cycle to work scheme 1 day a year of charity work How to Apply Click apply now to send your CV. The application process is simple, and shortlisted candidates will be contacted for interview. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
Sep 01, 2025
Full time
IFA Administrator Bristol Office based Up to £28k This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm. You'll be part of a business that helps clients achieve their financial goals and live life to the fullest. With excellent benefits from day one, a clear structure, and a collaborative team culture, this role offers stability and long-term growth. The Business The firm is a Chartered financial planning practice with a strong reputation for client care. Their services include financial planning, wealth management, and investment support, and they are known for combining technical expertise with a truly personal approach. They put clients' ambitions at the centre of everything they do, offering holistic planning across retirement, tax, wealth protection, and family needs. Client feedback reflects the quality of service: the vast majority would recommend the firm and say they feel well supported in achieving their goals. You'll be joining a business that values integrity, professionalism, and team spirit, with a focus on doing the right thing for clients every time. The Role As a Client Services Administrator, you'll be supporting financial planners, paraplanners, and investment managers. A typical day will include: Acting as the first point of contact for client enquiries Preparing reports, portfolio valuations, and correspondence Maintaining accurate client records and updating systems Supporting onboarding processes and documentation requirements Handling daily office tasks including post, invoices, and reconciliations Peer checking team outputs and assisting with ad-hoc projects This is a full-time, office-based role, Monday to Friday, 9:00 a.m. - 5:30 p.m. (with one hour for lunch). Flexibility may occasionally be needed to meet client needs. The Benefits Salary up to £28k 25 days annual leave bank holidays (Rising 1 with each years' service up to 30) Birthday off Pension scheme Group life cover Group income protection Private medical insurance Health care plan Cycle to work scheme 1 day a year of charity work How to Apply Click apply now to send your CV. The application process is simple, and shortlisted candidates will be contacted for interview. Synonyms Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator