Financial Administrator Vacancy SW London offices with hybrid working £30k - £32k basic salary plus benefits package 6 - 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £30k - £32k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
Sep 03, 2025
Full time
Financial Administrator Vacancy SW London offices with hybrid working £30k - £32k basic salary plus benefits package 6 - 12 months of experience needed My client is a boutique wealth planning business with offices in South West London who have been operating for many years with significant financial backing. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators from the creatives industries. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of 10 staff with 3 advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services. A vacancy has come available for a Financial Administrator with 16 - 12 months of experience in financial planning or similar who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. You will be fully office based to begin with then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £30k - £32k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader. If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 03, 2025
Full time
Senior Financial Planning Manager Advise existing HNW clients (£1m+) Manage a team of advisers (junior and senior) Surrey based Chartered IFA firm £100k - £120k basic salary plus benefits and bonuses Benefits: Death in Service, Critical Illness Cover, Income Protection My client are a Chartered independent wealth planning firm with offices in Surrey who I have met and placed 6 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of 200 families. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections. They have very longstanding relations stretching back 20 years. An average client for them has £1m of invested assets, with their top client having multiple millions invested. The business has built an outstanding reputation and is very engaged in the local community. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. The support team comprises of an experienced team of Administrators and Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. The business also has dedicated Operation Manager/Practice Manager ensuring a smooth functioning of the business too. The Managing Director is creating a brand-new role for a senior financial adviser with a demonstrable track record of advising high net worth clients and also managing financial advisers to take on a strategic role working very closely with the Managing Director. You will have a strategic lens to your working practices and be always looking to improve the efficiency and performance levels of a team of financial advisers. You will have a minimum 10+ years of experience working within private client wealth management industry and 3-5 years of proven leadership managing financial advisers and working closely with executive teams. You will be allocated a book of clients to manage, many of which are the HNW cases (up to £8m of assets), you will be writing performance plans, conducting 1-2-1 meetings with the advisers you are managing, appraisals, meeting observations, KPI reviews and writing business development/marketing plans. You will also be involved in recruiting new advisers and ensuring the business achieves its growth plans. You will be working very closely with the admin, paraplanning and operations teams closely and seeking to find new ways of working to improve the support to advisers. If this role sounds of interest or any other roles I am working on please get in touch.
Wealth Management experience essential Hybrid working available (2 days in office) Our client, a highly respected Chartered Wealth Management firm, is currently seeking a highly capable and proactive Client Account Manager to support 1-3 Financial Advisers. This is an opportunity to join a collaborative, forward-thinking team where client service and precision are at the heart of everything they do. You'll play a vital role in ensuring a seamless client experience, managing day-to-day enquiries, coordinating planning tasks, and overseeing investment and administration processes. Key Responsibilities: Act as a key point of contact for client and adviser queries-proactively supporting and triaging requests. Coordinate tasks across admin, paraplanning, and advisory teams including new business, LOAs, annual reviews, and charge data. Take ownership of Annual Review processes, including updating financial plans and cashflow modelling using VoyantGo. Assist with complex cost disclosures and ensure efficient completion of investment and pension contributions. Perform investment administration tasks such as fund apportioning, rebalancing, approving fees, and managing quarterly reporting. Support future diary management initiatives for advisers and associated client schedules. Manage digital paperwork via DocuSign, check documentation, and collaborate with the Central Admin unit to resolve unallocated fees. About You: Professional, punctual, and well-presented, with excellent communication skills. A minimum of 2-3 years' experience in Financial Services Administration or Sales Support, essentially within Financial Planning/Wealth Management. Progressing toward the Diploma in Regulated Financial Planning, ideally with one or two modules already completed. Technologically proficient, with strong knowledge of Microsoft Office, particularly Word, Excel, and Outlook. Familiarity with Intelligent Office and exposure to financial planning tools such as Analytics Portfolio Builder and cashflow systems (desirable but not essential). Comfortable in a fast-paced, evolving role and keen to take ownership of varied responsibilities as the team continues to grow. Why Join? This role offers an excellent opportunity for someone who thrives on variety, enjoys supporting a team of high-performing advisers, and is looking to build a long-term career within a reputable wealth management environment. You'll be part of a supportive team that values initiative, personal development, and high-quality client service. CV to Jim at Financial Divisions
Sep 03, 2025
Full time
Wealth Management experience essential Hybrid working available (2 days in office) Our client, a highly respected Chartered Wealth Management firm, is currently seeking a highly capable and proactive Client Account Manager to support 1-3 Financial Advisers. This is an opportunity to join a collaborative, forward-thinking team where client service and precision are at the heart of everything they do. You'll play a vital role in ensuring a seamless client experience, managing day-to-day enquiries, coordinating planning tasks, and overseeing investment and administration processes. Key Responsibilities: Act as a key point of contact for client and adviser queries-proactively supporting and triaging requests. Coordinate tasks across admin, paraplanning, and advisory teams including new business, LOAs, annual reviews, and charge data. Take ownership of Annual Review processes, including updating financial plans and cashflow modelling using VoyantGo. Assist with complex cost disclosures and ensure efficient completion of investment and pension contributions. Perform investment administration tasks such as fund apportioning, rebalancing, approving fees, and managing quarterly reporting. Support future diary management initiatives for advisers and associated client schedules. Manage digital paperwork via DocuSign, check documentation, and collaborate with the Central Admin unit to resolve unallocated fees. About You: Professional, punctual, and well-presented, with excellent communication skills. A minimum of 2-3 years' experience in Financial Services Administration or Sales Support, essentially within Financial Planning/Wealth Management. Progressing toward the Diploma in Regulated Financial Planning, ideally with one or two modules already completed. Technologically proficient, with strong knowledge of Microsoft Office, particularly Word, Excel, and Outlook. Familiarity with Intelligent Office and exposure to financial planning tools such as Analytics Portfolio Builder and cashflow systems (desirable but not essential). Comfortable in a fast-paced, evolving role and keen to take ownership of varied responsibilities as the team continues to grow. Why Join? This role offers an excellent opportunity for someone who thrives on variety, enjoys supporting a team of high-performing advisers, and is looking to build a long-term career within a reputable wealth management environment. You'll be part of a supportive team that values initiative, personal development, and high-quality client service. CV to Jim at Financial Divisions
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Financial Administrator (wealth management) Offices near Horsham/West Grinstead (Sussex) Boutique IFA with 400 private clients £35k basic salary plus discretionary bonuses My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years. The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.
Chartered Financial Planner (or close to completion) Manage c.£45m AUM of existing clients FULLY REMOTE ROLE - come to office perhaps once a month (South London) £60k - £65k basic salary plus quarterly bonuses (£100k+ take home pay) 3 x validation and take home 37% of all fees above this threshold 3 - 5 years of advising experience needed My client are an independent wealth planning firm with offices in South London. I have placed 3 staff into the business and met the Directors. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Surrey. In their current setup they manage the affairs of clients with assets ranging from £100k - multiple millions. An average client has £500k - £750k of invested assets. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The Managing Director is seeking a Chartered Financial Planner with 3 - 5 years of experience who will manage c.£45m AUM. This is a purely servicing role, there is no need to generate new business but if you do generate any new business this will be welcomed. This role will suit a candidate with a background in an independent wealth planning firm who is Chartered but my client will consider a very experienced adviser who is 1 exam away from completion. You will have dedicated admin and paraplanning support. If you have knowledge of Intelligent Office this would be helpful. You can work fully remotely and manage your diary, the clients are spread across London and the home counties and you will manage your own diary. If this role sounds of interest or any other roles I am working on please get in touch.
Sep 01, 2025
Full time
Chartered Financial Planner (or close to completion) Manage c.£45m AUM of existing clients FULLY REMOTE ROLE - come to office perhaps once a month (South London) £60k - £65k basic salary plus quarterly bonuses (£100k+ take home pay) 3 x validation and take home 37% of all fees above this threshold 3 - 5 years of advising experience needed My client are an independent wealth planning firm with offices in South London. I have placed 3 staff into the business and met the Directors. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Surrey. In their current setup they manage the affairs of clients with assets ranging from £100k - multiple millions. An average client has £500k - £750k of invested assets. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The Managing Director is seeking a Chartered Financial Planner with 3 - 5 years of experience who will manage c.£45m AUM. This is a purely servicing role, there is no need to generate new business but if you do generate any new business this will be welcomed. This role will suit a candidate with a background in an independent wealth planning firm who is Chartered but my client will consider a very experienced adviser who is 1 exam away from completion. You will have dedicated admin and paraplanning support. If you have knowledge of Intelligent Office this would be helpful. You can work fully remotely and manage your diary, the clients are spread across London and the home counties and you will manage your own diary. If this role sounds of interest or any other roles I am working on please get in touch.
Hybrid (London & Home-Based) A leading independent wealth management firm is seeking a Technical Paraplanner to join a high-performing advisory team. This is a fantastic opportunity for an experienced paraplanner ready to step into a more strategic, client-focused role. You'll support advisers in delivering holistic financial planning to high-net-worth individuals, using your expertise in cashflow modelling, tax planning, pensions, and investment strategy. The role involves preparing financial plans, attending client meetings, and helping shape long-term financial outcomes. What You'll Bring: 3+ years' experience in paraplanning within independent financial services Diploma qualified (Level 4) Strong knowledge of pensions, investments, trusts, and tax (Income Tax, CGT, IHT) Experience with cashflow modelling (Voyant preferred) Excellent communication, analytical, and organisational skills This hybrid role offers flexibility, professional growth, and the chance to work with a Chartered-status firm known for integrity and excellence. Apply now to take your career to the next level in a dynamic, client-centric environment. Please email Ursula at Financial Divisions.
Sep 01, 2025
Full time
Hybrid (London & Home-Based) A leading independent wealth management firm is seeking a Technical Paraplanner to join a high-performing advisory team. This is a fantastic opportunity for an experienced paraplanner ready to step into a more strategic, client-focused role. You'll support advisers in delivering holistic financial planning to high-net-worth individuals, using your expertise in cashflow modelling, tax planning, pensions, and investment strategy. The role involves preparing financial plans, attending client meetings, and helping shape long-term financial outcomes. What You'll Bring: 3+ years' experience in paraplanning within independent financial services Diploma qualified (Level 4) Strong knowledge of pensions, investments, trusts, and tax (Income Tax, CGT, IHT) Experience with cashflow modelling (Voyant preferred) Excellent communication, analytical, and organisational skills This hybrid role offers flexibility, professional growth, and the chance to work with a Chartered-status firm known for integrity and excellence. Apply now to take your career to the next level in a dynamic, client-centric environment. Please email Ursula at Financial Divisions.
An exciting opportunity has opened for a detail-driven professional to join a fast-paced financial services team in a hybrid support role. This position is ideal for someone with experience in client administration who thrives on collaboration and delivering high-quality service. Key Responsibilities: Prepare annual client reviews and manage complex charges data Support onboarding of new business and document workflows Maintain accurate client records and assist with compliance tasks Liaise with advisers, paraplanners, and account managers to ensure smooth operations What We're Looking For: 1-2 years' experience in financial services administration or support Progress toward the Diploma in Regulated Financial Planning Excellent communication skills and attention to detail Proficiency in Microsoft Office and CRM systems (e.g., Intelliflo Office) What's Offered: Competitive salary and benefits Hybrid working flexibility Support for professional development A collaborative and client-focused team culture If you're ready to take the next step in your financial services career, apply now and help shape outstanding client experiences. Please send your CV to Sam at Financial Divisions.
Sep 01, 2025
Full time
An exciting opportunity has opened for a detail-driven professional to join a fast-paced financial services team in a hybrid support role. This position is ideal for someone with experience in client administration who thrives on collaboration and delivering high-quality service. Key Responsibilities: Prepare annual client reviews and manage complex charges data Support onboarding of new business and document workflows Maintain accurate client records and assist with compliance tasks Liaise with advisers, paraplanners, and account managers to ensure smooth operations What We're Looking For: 1-2 years' experience in financial services administration or support Progress toward the Diploma in Regulated Financial Planning Excellent communication skills and attention to detail Proficiency in Microsoft Office and CRM systems (e.g., Intelliflo Office) What's Offered: Competitive salary and benefits Hybrid working flexibility Support for professional development A collaborative and client-focused team culture If you're ready to take the next step in your financial services career, apply now and help shape outstanding client experiences. Please send your CV to Sam at Financial Divisions.
Location: Near Milton Keynes (Hybrid Working Available) Salary: Up to £55,000 (DOE) Job Type: Full-time, Permanent Are you a skilled Paraplanner looking for more than just the day-to-day? Want to feel valued, supported, and part of a collaborative and forward-thinking team? We're working with a highly regarded independent financial planning firm based near Milton Keynes , who are expanding their technical team. They're offering more than just a job - they're offering a career path, flexibility, and a culture where your ideas and expertise are appreciated. The Role: As a key member of the technical team, you'll work closely with experienced Financial Planners, providing high-quality, tailored support. You'll be instrumental in delivering outstanding client outcomes through research, cashflow modelling, and detailed report writing. Your responsibilities will include: Preparing clear, compliant, and bespoke suitability reports across pensions, investments, protection, and estate planning Supporting advisers with technical analysis, product and fund research Conducting cashflow modelling and scenario analysis Maintaining accurate records and ensuring compliance with regulatory requirements Building strong relationships with advisers, clients, and providers What We're Looking For: Level 4 Diploma in Financial Planning (or working towards it) Proven paraplanning experience in an IFA or wealth management environment Strong technical knowledge, especially across pensions, investments & tax-efficient planning High attention to detail with excellent written communication skills Confident using back-office systems and financial planning tools (e.g., Voyant, iO, Selectapension) What's on Offer: Up to £55,000 salary , depending on experience Hybrid working - mix of home and office to suit your lifestyle Full support for further qualifications & Chartered status A genuinely supportive, team-first environment Modern offices with parking and great transport links Regular team socials, wellness perks, and a culture that values work/life balance Apply now to Samantha at Financial Divisions.
Sep 01, 2025
Full time
Location: Near Milton Keynes (Hybrid Working Available) Salary: Up to £55,000 (DOE) Job Type: Full-time, Permanent Are you a skilled Paraplanner looking for more than just the day-to-day? Want to feel valued, supported, and part of a collaborative and forward-thinking team? We're working with a highly regarded independent financial planning firm based near Milton Keynes , who are expanding their technical team. They're offering more than just a job - they're offering a career path, flexibility, and a culture where your ideas and expertise are appreciated. The Role: As a key member of the technical team, you'll work closely with experienced Financial Planners, providing high-quality, tailored support. You'll be instrumental in delivering outstanding client outcomes through research, cashflow modelling, and detailed report writing. Your responsibilities will include: Preparing clear, compliant, and bespoke suitability reports across pensions, investments, protection, and estate planning Supporting advisers with technical analysis, product and fund research Conducting cashflow modelling and scenario analysis Maintaining accurate records and ensuring compliance with regulatory requirements Building strong relationships with advisers, clients, and providers What We're Looking For: Level 4 Diploma in Financial Planning (or working towards it) Proven paraplanning experience in an IFA or wealth management environment Strong technical knowledge, especially across pensions, investments & tax-efficient planning High attention to detail with excellent written communication skills Confident using back-office systems and financial planning tools (e.g., Voyant, iO, Selectapension) What's on Offer: Up to £55,000 salary , depending on experience Hybrid working - mix of home and office to suit your lifestyle Full support for further qualifications & Chartered status A genuinely supportive, team-first environment Modern offices with parking and great transport links Regular team socials, wellness perks, and a culture that values work/life balance Apply now to Samantha at Financial Divisions.
Relevant supervision qualification desirable (H15, J07, AF6) We're looking for an experienced Adviser Relations Manager to lead and inspire a team of Independent Financial Advisers nationwide. You'll drive performance, ensure FCA compliance (including Consumer Duty), and deliver outstanding client outcomes while fostering growth and retention. What you'll do: Lead, coach, and develop advisers to maintain Competent Adviser Status. Oversee Training & Competence, including file checks, pre-approvals, and CPD. Manage business development plans to boost growth and client satisfaction. Recruit and onboard high-quality advisers aligned with company values. Promote innovation and collaboration across teams. What you'll bring: Proven leadership in financial planning/adviser management. Strong knowledge of FCA regulations and compliance standards. Level 4 Diploma (minimum) with T&C and sales management experience. Excellent communication and data analysis skills. Benefits: Flexible working, competitive holiday package, bonus scheme, pension, health & wellbeing perks, professional development, and retail discounts. To find out more information please contact Sam at Financial Divisions.
Sep 01, 2025
Full time
Relevant supervision qualification desirable (H15, J07, AF6) We're looking for an experienced Adviser Relations Manager to lead and inspire a team of Independent Financial Advisers nationwide. You'll drive performance, ensure FCA compliance (including Consumer Duty), and deliver outstanding client outcomes while fostering growth and retention. What you'll do: Lead, coach, and develop advisers to maintain Competent Adviser Status. Oversee Training & Competence, including file checks, pre-approvals, and CPD. Manage business development plans to boost growth and client satisfaction. Recruit and onboard high-quality advisers aligned with company values. Promote innovation and collaboration across teams. What you'll bring: Proven leadership in financial planning/adviser management. Strong knowledge of FCA regulations and compliance standards. Level 4 Diploma (minimum) with T&C and sales management experience. Excellent communication and data analysis skills. Benefits: Flexible working, competitive holiday package, bonus scheme, pension, health & wellbeing perks, professional development, and retail discounts. To find out more information please contact Sam at Financial Divisions.
Employment Type: Full-Time / Hybrid or Office-based Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
Sep 01, 2025
Full time
Employment Type: Full-Time / Hybrid or Office-based Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
Location: Offices near Hemel Hempstead Employment Type: Full-Time Hybrid (2 days WFH) Technical Paraplanner - up to £65,000 Qualified Paraplanner - up to £45,000 Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategiesPreparing high-quality review packs and meeting documentationSupporting advisers with accurate and insightful cashflow modellingConducting technical research to support advice recommendationsAssisting with complex client queries and technical planning scenariosCollaborating closely with advisers, investment specialists, and support teamsAttending occasional client meetings (primarily in-house)Ideal Candidates Will Have:Level 4 Diploma in Financial Planning (or working towards for the Qualified Paraplanner role)A strong grasp of the financial planning process and advice lifecycleExcellent written and verbal communication skillsSolid attention to detail and ability to manage multiple prioritiesFamiliarity with financial planning software (e.g. X-Plan, Intelligent Office)Experience with cashflow modelling tools is desirableDesirable for the Technical Paraplanner Role:Chartered Financial Planner or Certified Financial Planner designationStrong technical knowledge of pensions, investments, and taxationExperience working with HNW individuals and complex planning scenariosProven ability to produce bespoke, detailed reports and recommendationsConfident in supporting senior advisers and client meetings directlyWhy Join This Firm?Friendly, professional, and collaborative cultureExposure to complex and rewarding client workA business that prioritises quality advice and long-term client careOpportunities to grow technically and professionally alongside experienced plannersWhether you're an experienced Technical Paraplanner ready for a new challenge, or a strong Level 4 Qualified Paraplanner looking to take the next step, this firm offers a supportive and structured environment where your contribution will be truly valued.Apply now to be considered for either opportunity by Sam at Financial Divisions.
Sep 01, 2025
Full time
Location: Offices near Hemel Hempstead Employment Type: Full-Time Hybrid (2 days WFH) Technical Paraplanner - up to £65,000 Qualified Paraplanner - up to £45,000 Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategiesPreparing high-quality review packs and meeting documentationSupporting advisers with accurate and insightful cashflow modellingConducting technical research to support advice recommendationsAssisting with complex client queries and technical planning scenariosCollaborating closely with advisers, investment specialists, and support teamsAttending occasional client meetings (primarily in-house)Ideal Candidates Will Have:Level 4 Diploma in Financial Planning (or working towards for the Qualified Paraplanner role)A strong grasp of the financial planning process and advice lifecycleExcellent written and verbal communication skillsSolid attention to detail and ability to manage multiple prioritiesFamiliarity with financial planning software (e.g. X-Plan, Intelligent Office)Experience with cashflow modelling tools is desirableDesirable for the Technical Paraplanner Role:Chartered Financial Planner or Certified Financial Planner designationStrong technical knowledge of pensions, investments, and taxationExperience working with HNW individuals and complex planning scenariosProven ability to produce bespoke, detailed reports and recommendationsConfident in supporting senior advisers and client meetings directlyWhy Join This Firm?Friendly, professional, and collaborative cultureExposure to complex and rewarding client workA business that prioritises quality advice and long-term client careOpportunities to grow technically and professionally alongside experienced plannersWhether you're an experienced Technical Paraplanner ready for a new challenge, or a strong Level 4 Qualified Paraplanner looking to take the next step, this firm offers a supportive and structured environment where your contribution will be truly valued.Apply now to be considered for either opportunity by Sam at Financial Divisions.
Fixed-Term Contract - 6 to 12 Months Immediate Start Available Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team? We're working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6-12 month fixed-term contract . This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million . You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice. ? Key Responsibilities: Writing suitability reports and financial plans Conducting in-depth product and fund research Supporting advisers with pensions, investments, protection, and estate planning cases Liaising with clients, providers, and internal teams to ensure seamless service delivery Ensuring compliance with FCA regulations and internal procedures ? About You: Diploma qualified (Level 4) or close to completion At least 2-3 years' experience in a Paraplanning role Strong knowledge of financial planning software, tools, and platforms Excellent written communication and attention to detail Proactive and self-sufficient with a collaborative approach ? What's On Offer: Competitive salary: £45,000-£55,000 Flexible working options (hybrid or remote considered) Work alongside a highly respected team with an exceptional reputation Immediate start for the right candidate Interested? To express interest in this opportunity, please send your CV to Sam at Financial Divisions
Sep 01, 2025
Full time
Fixed-Term Contract - 6 to 12 Months Immediate Start Available Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team? We're working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6-12 month fixed-term contract . This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million . You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice. ? Key Responsibilities: Writing suitability reports and financial plans Conducting in-depth product and fund research Supporting advisers with pensions, investments, protection, and estate planning cases Liaising with clients, providers, and internal teams to ensure seamless service delivery Ensuring compliance with FCA regulations and internal procedures ? About You: Diploma qualified (Level 4) or close to completion At least 2-3 years' experience in a Paraplanning role Strong knowledge of financial planning software, tools, and platforms Excellent written communication and attention to detail Proactive and self-sufficient with a collaborative approach ? What's On Offer: Competitive salary: £45,000-£55,000 Flexible working options (hybrid or remote considered) Work alongside a highly respected team with an exceptional reputation Immediate start for the right candidate Interested? To express interest in this opportunity, please send your CV to Sam at Financial Divisions
SJP Wealth Management Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Samantha at Financial Divisions
Sep 01, 2025
Full time
SJP Wealth Management Are you a seasoned professional with extensive St. James's Place (SJP) experience? My client, a leading SJP Partner Practice specialising in personalised wealth management solutions, is seeking an experienced Financial Administrator to join their established Independent Financial Advisory (IFA) team. With a strong focus on building lasting client relationships, the firm provides a full range of services including investment planning, retirement solutions, and tailored financial advice - supported by robust paraplanning, administration, and compliance resources. Key Responsibilities: Advisor-client related administration End-to-end new business processing and submission Ongoing client servicing and review preparation Disinvestment handling and accurate CFR updates Liaising with 3rd party providers and maintaining effective relationships Letter of Authority (LOA) processing and tracking Assisting with research and case preparation Compliance adherence (including Consumer Duty) Supporting client acquisition and retention strategies High-volume activity management with a broad client base (ranging from £2k to multi-million portfolios) You'll play a key role in supporting a Senior Financial Planner , managing client data, maintaining up-to-date records, and ensuring full compliance with internal procedures and FCA guidelines. Requirements: Minimum 2 years of experience in a St. James's Place (SJP) environment Strong background in financial administration and paraplanning Excellent attention to detail and organisational skills Confident communicator with both clients and providers Proficient in SJP systems and processes (including CFR and case submissions) Ability to work well under pressure in a fast-paced environment This is a full-time, office-based role located in NW London , offering excellent long-term career prospects within a supportive and professional environment. To apply please contact Samantha at Financial Divisions
Location: Harrow, North West London Employment Type: Full-Time / Hybrid or Office-based Salary: Up to £37,000+ Study Support + Benefits Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
Sep 01, 2025
Full time
Location: Harrow, North West London Employment Type: Full-Time / Hybrid or Office-based Salary: Up to £37,000+ Study Support + Benefits Are you an ambitious, part-qualified paraplanner looking to take your career to the next level within a prestigious St. James's Place Partner Practice? My client is looking for a detail-oriented, client-focused professional to join our dynamic team and grow with us. About the Role As a key member of the team, you'll work closely with our Financial Advisers and experienced paraplanners to deliver high-quality, compliant advice and technical support. This is a fantastic opportunity to develop within a supportive environment, with full study support toward achieving your Level 4 Diploma and beyond. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct research and analysis across pensions, investments, and protection Liaise with Advisers and Administrators to gather client information and ensure accurate documentation Use of SJP-approved platforms and software Maintain up-to-date knowledge of industry trends and FCA regulations About You: Working toward or part-qualified in a relevant Level 4 Diploma (e.g. CII Diploma in Regulated Financial Planning) Experience in a paraplanning or technical support role within financial services Strong attention to detail and organisational skills Comfortable working independently and as part of a team Previous experience within an SJP Partner Practice is advantageous What We Offer: Competitive salary and discretionary bonus Full study support and mentorship Clear progression path to full paraplanner or adviser Supportive, professional environment within a growing SJP practice Flexible/hybrid working options (where applicable) Please contact Sam at Financial Divisions.
£25,000 - £32,000 (DOE), Excellent Benefits including Private Medical Insurance, pension and DIS. My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on an IFA Financial Administrator who is looking for a new opportunity in Wealth Management. This firm place real value on their employees by on cultivating a supportive culture where everyone voices matters. As a Financial Administrator, you will play a crucial role in supporting qualified advisers and paraplanners and ensuring the smooth operation of the firm. Your responsibilities will include dealing with client and advisor queries, LOA's and valuations, preparing client valuations, data cleansing as well as supporting the office with tasks when required. You must have excellent communication skills, good organisation skills and a minimum of 12-month experience as a Financial Administrator in Wealth Management and have excellent communication and written skills. This Financial Administrator is a fantastic opportunity for someone with a solid background in financial administration, excellent organisational skills, and a keen eye for detail. They seek individuals with flexibility, a positive attitude, and a strong team ethos. If you are looking to grow your career in a supportive and progressive environment, we encourage you to apply. Please do send your CV to Sam Negbenebor at Financial Divisions.
Sep 01, 2025
Full time
£25,000 - £32,000 (DOE), Excellent Benefits including Private Medical Insurance, pension and DIS. My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on an IFA Financial Administrator who is looking for a new opportunity in Wealth Management. This firm place real value on their employees by on cultivating a supportive culture where everyone voices matters. As a Financial Administrator, you will play a crucial role in supporting qualified advisers and paraplanners and ensuring the smooth operation of the firm. Your responsibilities will include dealing with client and advisor queries, LOA's and valuations, preparing client valuations, data cleansing as well as supporting the office with tasks when required. You must have excellent communication skills, good organisation skills and a minimum of 12-month experience as a Financial Administrator in Wealth Management and have excellent communication and written skills. This Financial Administrator is a fantastic opportunity for someone with a solid background in financial administration, excellent organisational skills, and a keen eye for detail. They seek individuals with flexibility, a positive attitude, and a strong team ethos. If you are looking to grow your career in a supportive and progressive environment, we encourage you to apply. Please do send your CV to Sam Negbenebor at Financial Divisions.
Are you a detail-driven administrator with a passion for financial services? This is a fantastic opportunity to join a dynamic and supportive team working closely with high-net-worth clients and experienced Financial Planners. If you're looking to grow your career in wealth management and thrive in a fast-paced, client-focused environment-this role is for you. About the Role You'll play a key part in supporting Financial Planners across a wide range of complex advice areas including pensions, investments, trusts, protection, and group schemes. From processing new business to preparing client reviews, your work will directly contribute to delivering exceptional service and ensuring compliance standards are met. Key Responsibilities Manage end-to-end client administration and maintain accurate records Process new business applications (e.g. pensions, ISAs, SIPPs, protection policies) Liaise with providers, clients, and advisers to ensure smooth progress of advice Prepare and submit documentation in line with compliance procedures Support planners with pension transfers, benefit crystallisation events, and annual reviews Handle client queries and maintain confidentiality at all times Proactively manage your workflow and contribute to team goals What You'll Bring Up to 2 years' experience in financial planning or wealth management administration Strong understanding of pensions, investments, and the advice process Excellent communication, organization, and prioritization skills High attention to detail and accuracy in data entry Proficiency in Microsoft Office (Excel essential); knowledge of Xplan or Intelligent Office is a plus A proactive, professional attitude and ability to work both independently and collaboratively What's on Offer 25 days annual leave bank holidays Office closure during Christmas (additional leave) Pension scheme Study support and leave Hybrid working flexibility This is a brilliant opportunity for someone looking to build a long-term career in financial planning administration while working with a high-calibre client base and a supportive team. Ready to take the next step? Apply now or reach out for a confident chat. Email Ursula at Financial Divisions.
Sep 01, 2025
Full time
Are you a detail-driven administrator with a passion for financial services? This is a fantastic opportunity to join a dynamic and supportive team working closely with high-net-worth clients and experienced Financial Planners. If you're looking to grow your career in wealth management and thrive in a fast-paced, client-focused environment-this role is for you. About the Role You'll play a key part in supporting Financial Planners across a wide range of complex advice areas including pensions, investments, trusts, protection, and group schemes. From processing new business to preparing client reviews, your work will directly contribute to delivering exceptional service and ensuring compliance standards are met. Key Responsibilities Manage end-to-end client administration and maintain accurate records Process new business applications (e.g. pensions, ISAs, SIPPs, protection policies) Liaise with providers, clients, and advisers to ensure smooth progress of advice Prepare and submit documentation in line with compliance procedures Support planners with pension transfers, benefit crystallisation events, and annual reviews Handle client queries and maintain confidentiality at all times Proactively manage your workflow and contribute to team goals What You'll Bring Up to 2 years' experience in financial planning or wealth management administration Strong understanding of pensions, investments, and the advice process Excellent communication, organization, and prioritization skills High attention to detail and accuracy in data entry Proficiency in Microsoft Office (Excel essential); knowledge of Xplan or Intelligent Office is a plus A proactive, professional attitude and ability to work both independently and collaboratively What's on Offer 25 days annual leave bank holidays Office closure during Christmas (additional leave) Pension scheme Study support and leave Hybrid working flexibility This is a brilliant opportunity for someone looking to build a long-term career in financial planning administration while working with a high-calibre client base and a supportive team. Ready to take the next step? Apply now or reach out for a confident chat. Email Ursula at Financial Divisions.
Are you a Chartered Paraplanner ready to take your career to the next level within a dynamic, multi-disciplinary financial planning practice? We're working with a highly respected and fast-growing firm based in the heart of the City of London, known for delivering exceptional client service and winning multiple industry awards. This is a rare opportunity to join a forward-thinking team that blends cutting-edge technology, behavioural finance insights, and global investment expertise to empower clients to make smarter financial decisions. The Role As a Chartered Paraplanner, you'll play a pivotal role in supporting Advisers and contributing to the firm's mission of delivering tailored, high-quality financial planning. You'll work closely with the Paraplanning Manager and wider team to produce accurate recommendations, suitability reports, and client review assessments across investments, pensions (including DB schemes), protection, and complex tax planning. You'll also have the opportunity to contribute to proposition governance, share technical insights, and support client meetings-both virtually and face-to-face. What We're Looking For Chartered Status (CII) is essential Minimum 5 years' experience in a busy financial planning environment Strong technical knowledge across pensions, investments, protection, and tax Exceptional attention to detail and ability to manage multiple deadlines Confident communicator with a collaborative mindset Proficiency in Adobe, Word, Excel, Outlook , and CRM systems (Enable preferred) Why Apply? Join a firm with a clear vision and award-winning reputation Work in a collaborative, client-centric culture Benefit from hybrid working and a central London location Engage in proposition governance and monthly insight forums Access cutting-edge tools and global investment expertise Drive your own CPD and cross-skill with a high-performing team Location City of London Hybrid Working Available Ready to make your mark in a firm that's redefining financial planning? Apply now or contact us for a confidential discussion. Please email to Ursula at financial Divisions.
Sep 01, 2025
Full time
Are you a Chartered Paraplanner ready to take your career to the next level within a dynamic, multi-disciplinary financial planning practice? We're working with a highly respected and fast-growing firm based in the heart of the City of London, known for delivering exceptional client service and winning multiple industry awards. This is a rare opportunity to join a forward-thinking team that blends cutting-edge technology, behavioural finance insights, and global investment expertise to empower clients to make smarter financial decisions. The Role As a Chartered Paraplanner, you'll play a pivotal role in supporting Advisers and contributing to the firm's mission of delivering tailored, high-quality financial planning. You'll work closely with the Paraplanning Manager and wider team to produce accurate recommendations, suitability reports, and client review assessments across investments, pensions (including DB schemes), protection, and complex tax planning. You'll also have the opportunity to contribute to proposition governance, share technical insights, and support client meetings-both virtually and face-to-face. What We're Looking For Chartered Status (CII) is essential Minimum 5 years' experience in a busy financial planning environment Strong technical knowledge across pensions, investments, protection, and tax Exceptional attention to detail and ability to manage multiple deadlines Confident communicator with a collaborative mindset Proficiency in Adobe, Word, Excel, Outlook , and CRM systems (Enable preferred) Why Apply? Join a firm with a clear vision and award-winning reputation Work in a collaborative, client-centric culture Benefit from hybrid working and a central London location Engage in proposition governance and monthly insight forums Access cutting-edge tools and global investment expertise Drive your own CPD and cross-skill with a high-performing team Location City of London Hybrid Working Available Ready to make your mark in a firm that's redefining financial planning? Apply now or contact us for a confidential discussion. Please email to Ursula at financial Divisions.
Are you passionate about helping people achieve financial clarity and long-term security? A well-established, ethically driven financial planning firm is seeking a talented Associate Financial Planner to join its dynamic team. This is a fantastic opportunity for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to make a meaningful impact on clients' lives. The Role As an Associate Financial Planner, you'll play a key role in delivering high-quality financial advice and support. Working closely with experienced planners, you'll help shape client strategies and ensure their financial goals are met with precision and care. Your responsibilities will include: Preparing for and attending client meetings, updating documentation, and coordinating follow-up actions Building strong client relationships as a trusted secondary point of contact Researching financial solutions and drafting clear, compliant suitability letters Supporting the implementation of advice and assisting with cashflow presentations Maintaining accurate records and contributing to process improvements Sharing technical insights and staying up to date with industry developments What You'll Bring We're looking for someone who is: Passionate about financial planning and client service Skilled in communicating advice clearly and concisely Proficient in tools such as Xplan, Voyant, FE Analytics, and MS Office Detail-oriented, focused, and eager to learn A team player with a positive, solution-focused attitude Knowledgeable across a broad range of financial products and advice areas Committed to ethical standards and professional development What's on Offer A supportive and inclusive team culture Opportunities for career progression and continuous learning Hybrid working arrangements Access to technical seminars and industry events The chance to make a real difference in clients' lives If you're ready to take the next step in your financial planning career and contribute to a firm that values integrity, innovation, and impact- we'd love to hear from you. Email to Ursula at Financial Divisions.
Sep 01, 2025
Full time
Are you passionate about helping people achieve financial clarity and long-term security? A well-established, ethically driven financial planning firm is seeking a talented Associate Financial Planner to join its dynamic team. This is a fantastic opportunity for someone who thrives in a collaborative environment, enjoys solving complex financial challenges, and wants to make a meaningful impact on clients' lives. The Role As an Associate Financial Planner, you'll play a key role in delivering high-quality financial advice and support. Working closely with experienced planners, you'll help shape client strategies and ensure their financial goals are met with precision and care. Your responsibilities will include: Preparing for and attending client meetings, updating documentation, and coordinating follow-up actions Building strong client relationships as a trusted secondary point of contact Researching financial solutions and drafting clear, compliant suitability letters Supporting the implementation of advice and assisting with cashflow presentations Maintaining accurate records and contributing to process improvements Sharing technical insights and staying up to date with industry developments What You'll Bring We're looking for someone who is: Passionate about financial planning and client service Skilled in communicating advice clearly and concisely Proficient in tools such as Xplan, Voyant, FE Analytics, and MS Office Detail-oriented, focused, and eager to learn A team player with a positive, solution-focused attitude Knowledgeable across a broad range of financial products and advice areas Committed to ethical standards and professional development What's on Offer A supportive and inclusive team culture Opportunities for career progression and continuous learning Hybrid working arrangements Access to technical seminars and industry events The chance to make a real difference in clients' lives If you're ready to take the next step in your financial planning career and contribute to a firm that values integrity, innovation, and impact- we'd love to hear from you. Email to Ursula at Financial Divisions.
Benefits: Professional development support, training, and long-term career progression Are you an experienced paraplanner looking to take your career to the next level in a dynamic and client-focused financial planning firm? We're recruiting on behalf of a well-established, independent advisory business with a growing client base and a reputation for excellence. This is a fantastic opportunity to join a collaborative team supporting two senior advisers and a junior adviser. You'll be exposed to complex financial planning strategies, investment research, and portfolio management, with a clear pathway to advance into either a senior paraplanning role or an advisory position over time. Key Responsibilities Prepare suitability reports and ensure compliance standards are met Conduct product and fund research, including sector-specific analysis Support client meetings and follow-up documentation Assist with portfolio reviews, valuations, and meeting preparation Liaise with providers, clients, and internal teams to manage pipeline business Maintain accurate client records and CRM systems Provide technical and administrative support across the team Experience & Skills Minimum 3 years' experience in a paraplanning role Strong understanding of financial planning, personal tax, and investment markets Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) Experience with Intelliflo, Voyant Cash Flow Modelling, and FE Analytics Excellent written and verbal communication skills Strong attention to detail and organisational skills Qualifications CII Level 4 Diploma in Regulated Financial Planning (or equivalent) Working towards CII Level 6 Advanced Diploma (or equivalent) What We're Looking For A proactive, self-motivated individual with a strong work ethic Ability to work independently and as part of a team Willingness to learn and stay up to date with regulatory changes Professional, client-focused approach If you're ready to join a forward-thinking firm that values quality, integrity, and long-term development, we'd love to hear from you. Apply now with your CV to Ursula at Financial Divisions.
Sep 01, 2025
Full time
Benefits: Professional development support, training, and long-term career progression Are you an experienced paraplanner looking to take your career to the next level in a dynamic and client-focused financial planning firm? We're recruiting on behalf of a well-established, independent advisory business with a growing client base and a reputation for excellence. This is a fantastic opportunity to join a collaborative team supporting two senior advisers and a junior adviser. You'll be exposed to complex financial planning strategies, investment research, and portfolio management, with a clear pathway to advance into either a senior paraplanning role or an advisory position over time. Key Responsibilities Prepare suitability reports and ensure compliance standards are met Conduct product and fund research, including sector-specific analysis Support client meetings and follow-up documentation Assist with portfolio reviews, valuations, and meeting preparation Liaise with providers, clients, and internal teams to manage pipeline business Maintain accurate client records and CRM systems Provide technical and administrative support across the team Experience & Skills Minimum 3 years' experience in a paraplanning role Strong understanding of financial planning, personal tax, and investment markets Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) Experience with Intelliflo, Voyant Cash Flow Modelling, and FE Analytics Excellent written and verbal communication skills Strong attention to detail and organisational skills Qualifications CII Level 4 Diploma in Regulated Financial Planning (or equivalent) Working towards CII Level 6 Advanced Diploma (or equivalent) What We're Looking For A proactive, self-motivated individual with a strong work ethic Ability to work independently and as part of a team Willingness to learn and stay up to date with regulatory changes Professional, client-focused approach If you're ready to join a forward-thinking firm that values quality, integrity, and long-term development, we'd love to hear from you. Apply now with your CV to Ursula at Financial Divisions.
Senior IFA Administrator Boutique Chartered IFA firm (Surrey) Up to £45k basic salary plus bonuses Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral. The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous. The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
Sep 01, 2025
Full time
Senior IFA Administrator Boutique Chartered IFA firm (Surrey) Up to £45k basic salary plus bonuses Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 5 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across Surrey. Clients hold investable assets between £500k - £10m. The advisers are busier than ever and are generating lots of new business through recommendation and referral. The business has a lot of very long standing relations with local charities and businesses and are very engaged in the local community. They gain a lot of their new business through recommendation and referral and do not give targets for their staff as they feel this is the wrong type of ethos. As a result of this, they are looking for a brand new Senior IFA Administrator to work on a 1-2-1 basis with one of the Chartered Advisers. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. If you have knowledge of Intelligent Office this will be highly advantageous. The role will pay between £35k - £45k plus a full benefits package. The role will be office based with the occasional bit of working from home. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
