Are you being held back by your current firm? Are you looking for an environment where you can fully utilise your skills and expertise whilst benefitting from a regular influx of HNW clients? If the answer to these questions is yes, we would like to hear from you. Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services. Applications are invited from accomplished Wealth Managers who have a proven track record of providing independent advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status. You will have experience gained within an independent or tied environment but you must be comfortable dealing with HNW and sophisticated clients. This is an excellent opportunity to join a forward thinking firm and benefit from an established portfolio of clients. Independent Financial Advisor, IFA, Wealth Management, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 01, 2025
Full time
Are you being held back by your current firm? Are you looking for an environment where you can fully utilise your skills and expertise whilst benefitting from a regular influx of HNW clients? If the answer to these questions is yes, we would like to hear from you. Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services. Applications are invited from accomplished Wealth Managers who have a proven track record of providing independent advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status. You will have experience gained within an independent or tied environment but you must be comfortable dealing with HNW and sophisticated clients. This is an excellent opportunity to join a forward thinking firm and benefit from an established portfolio of clients. Independent Financial Advisor, IFA, Wealth Management, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
In order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation. Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from the outset of the process and have regular client contact. You will ensure that the financial planning process runs smoothly, ensuring that documentation and information are properly managed and maintained as well as dealing with technical queries from Consultants and Clients. The successful applicant will have a proven record as a Paraplanner, ideally gained within an IFA. You will be able to produce comprehensive reports and have wide ranging technical knowledge covering Pension and Investment business. You will have successfully attained Diploma status and be keen to further your knowledge through further professional development. Knowledge of industry specific IT systems is also required. This is an excellent opportunity to join a progressive and innovative firm who continue to grow and develop. The successful applicant can expect a generous package and the chance to further their career, skills and expertise. Paraplanner, Wealth Management, Financial Advice, IFA, Pensions, Investments, Financial Services, Private Clients By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 01, 2025
Full time
In order to maintain their position as an innovative and well respected IFA, our client is keen to attract a skilled and experienced Paraplanner to join their wealth management operation. Working as part of the team focused on providing innovative holistic solutions to HNW clients, you will work closely with Consultants, providing wide ranging support including technical research and analysis. You will be involved with clients from the outset of the process and have regular client contact. You will ensure that the financial planning process runs smoothly, ensuring that documentation and information are properly managed and maintained as well as dealing with technical queries from Consultants and Clients. The successful applicant will have a proven record as a Paraplanner, ideally gained within an IFA. You will be able to produce comprehensive reports and have wide ranging technical knowledge covering Pension and Investment business. You will have successfully attained Diploma status and be keen to further your knowledge through further professional development. Knowledge of industry specific IT systems is also required. This is an excellent opportunity to join a progressive and innovative firm who continue to grow and develop. The successful applicant can expect a generous package and the chance to further their career, skills and expertise. Paraplanner, Wealth Management, Financial Advice, IFA, Pensions, Investments, Financial Services, Private Clients By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you a skilled and experienced Financial Services Administrator looking to move to a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? Are you keen to play a major role in the success of the team? If the answer to these questions is yes, we would like to hear from you. Our client is a leading Wealth Management firm based in the heart of London. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a further Administrator to join their team. Your role will be to provide full administrative support to Paraplanners and Consultants, ensuring that all relevant information in available and assisting in the production of detailed reports. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial. This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London. Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 01, 2025
Full time
Are you a skilled and experienced Financial Services Administrator looking to move to a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? Are you keen to play a major role in the success of the team? If the answer to these questions is yes, we would like to hear from you. Our client is a leading Wealth Management firm based in the heart of London. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a further Administrator to join their team. Your role will be to provide full administrative support to Paraplanners and Consultants, ensuring that all relevant information in available and assisting in the production of detailed reports. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial. This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London. Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you a skilled Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 01, 2025
Full time
Are you a skilled Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager. You will act as the initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your work will cover Investment, pension, Tax and Protection planning. The successful candidate will have in depth knowledge and understanding of the Financial Planning process, ideally gained within an IFA practice. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Our client, an award winning Wealth Management firm is seeking to appoint a new Financial Planner to build and develop a portfolio of clients. You will manage internal referrals as well as establishing new client connections. You will establish connections with external introducers and be responsible for growing the wealth management operation in the area. You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role. You will have access to a broad range of clients and connections to enable you to build your portfolio. The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Chartered Status (or be close to) and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationships So if you are a proactive and professional Wealth Manager seeking a new and exciting opportunity, are you self motivated and able to deal with a wide range of introducers and professional connections and want to work for a well respected and innovative firm committed to professional development, we would like to hear from you. This is an excellent opportunity to join a forward thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be greatly rewarded Wealth Management, IFA Financial Planning, Pensions, Investments, Tax, Estate Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 01, 2025
Full time
Our client, an award winning Wealth Management firm is seeking to appoint a new Financial Planner to build and develop a portfolio of clients. You will manage internal referrals as well as establishing new client connections. You will establish connections with external introducers and be responsible for growing the wealth management operation in the area. You will receive full technical, administrative, paraplanning, compliance and business development support in order for you to succeed in the role. You will have access to a broad range of clients and connections to enable you to build your portfolio. The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Chartered Status (or be close to) and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer and be able to work closely with colleagues to build lasting and fruitful relationships So if you are a proactive and professional Wealth Manager seeking a new and exciting opportunity, are you self motivated and able to deal with a wide range of introducers and professional connections and want to work for a well respected and innovative firm committed to professional development, we would like to hear from you. This is an excellent opportunity to join a forward thinking firm and play a key role in developing the presence and success within the area. Your efforts and achievements will be greatly rewarded Wealth Management, IFA Financial Planning, Pensions, Investments, Tax, Estate Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services. Applications are invited from accomplished Wealth Managers who have a proven track record of providing independent advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status. This is an excellent opportunity to join a forward thinking firm and benefit from an established support mechanism which will allow you to deliver the best service to clients whilst maximising your own income potential. Independent Financial Advisor, IFA, Wealth Management, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 01, 2025
Full time
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services. Applications are invited from accomplished Wealth Managers who have a proven track record of providing independent advice to HNW clients. You will be qualified to Level 4 and be progressing toward Chartered Status. This is an excellent opportunity to join a forward thinking firm and benefit from an established support mechanism which will allow you to deliver the best service to clients whilst maximising your own income potential. Independent Financial Advisor, IFA, Wealth Management, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
Sep 01, 2025
Full time
Are you a skilled Financial Services specialist looking for a new Paraplanning opportunity with a successful and ambitious Wealth Management firm? Do you want to work with successful Consultants dealing with sophisticated Private Clients? If you want to be part of a team delivering genuine holistic financial planning, we would like to hear from you. Based in luxurious offices, this awarding winning Financial Planning firm are keen to recruit a skilled Paraplanner to work alongside a Chartered Financial Planner who manages a diverse portfolio of clients. Your role will be to conduct detailed research and analysis of the client's current situation and the short, medium and long term financial options. You will cover Retirement, Investment, Tax and Protection arrangements and look into Cashflow modelling. You will have extensive client contact and be involved in meetings. You will produce bespoke reports that provide clear information for clients and introducers. The successful applicant will be a skilled Paraplanner who has achieved Diploma Status and is progressing to Chartered Status. You will have in depth knowledge of Pensions, Investments, Protection and IHT Planning allied to strong communication, presentation and IT skills. You will be able to explain complex solutions clearly and produce comprehensive reports and analysis. This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a market leading firm. Wealth Management, IFA, Pensions, Retirement, Paraplanner, Paraplanning, Financial Planning By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website
