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.
My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning To liaise with the Compliance Team in regard to work that requires pre-sale authorisation To prepare the report within an agreed timescale To ensure that the Financial Planning Reports are accurate in regard to spelling and composition To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log) Commit to a Personal Development Plan and maintain all standards of performance as required by the firm About you Working towards Regulated Diploma in Financial Planning(Level 4) Understanding of UK financial regulatory framework and legislation Good communication skills, both written and verbal Good computer skills, proficient in Outlook, Word, Excel and PowerPoint Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner High level of attention to detail A demonstrated commitment to high professional ethical standards and a diverse workplace Ability to work within a team Ability to progress under the supervision of the Technical Team Leader Ability to multitask and prioritise work effectively Capable of operating in a fast paced and challenging environment Main benefits: Competitive salary 28 days holidays (plus Bank holidays) Supported learning and development 1 hour early finish Fridays along with Friday dress down Work Place Pension Exam and study leave Staff spot bonus (monthly nominations) Employee Assistance Programme For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Sep 03, 2025
Full time
My client is a growing chartered financial planning business and they are currently looking for a Trainee Paraplanner to join their firm in Chorley. About the role To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning To liaise with the Compliance Team in regard to work that requires pre-sale authorisation To prepare the report within an agreed timescale To ensure that the Financial Planning Reports are accurate in regard to spelling and composition To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log) Commit to a Personal Development Plan and maintain all standards of performance as required by the firm About you Working towards Regulated Diploma in Financial Planning(Level 4) Understanding of UK financial regulatory framework and legislation Good communication skills, both written and verbal Good computer skills, proficient in Outlook, Word, Excel and PowerPoint Good interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner High level of attention to detail A demonstrated commitment to high professional ethical standards and a diverse workplace Ability to work within a team Ability to progress under the supervision of the Technical Team Leader Ability to multitask and prioritise work effectively Capable of operating in a fast paced and challenging environment Main benefits: Competitive salary 28 days holidays (plus Bank holidays) Supported learning and development 1 hour early finish Fridays along with Friday dress down Work Place Pension Exam and study leave Staff spot bonus (monthly nominations) Employee Assistance Programme For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Corporate Financial Advisor Bristol Hybrid working Up to £75k The role is best suited to financial advisors with experience dealing with corporate clients and are experienced with winning new business. If this matches your experience and you're looking for a firm that will give you a competitive salary and the support to grow both your experience and earnings, then this could be for you. You will need experience in maintaining long-term relationships as well as winning new clients. Salary up to £75k. The Business The company are directly authorised, independent financial advisory firm who specialise in providing advice on pensions, investments and protection, as well as corporate services. They are an established chartered firm, running for over 30 years. They have a strong client bank of individual clients but are now looking to increase their base of corporate clients, focussing purely on group personal pensions, group income protection and group life. The Role Within the role you will take on a number of corporate clients to look after and service, but it will also be about growing their client base. This will require a good level of experience in going out and winning new business. You'll be supported by the firm to grow this base, with the firms experience, reputation and marketing team, you'll be well set up. As well as servicing and growing the book of corporate clients, you may also provide in house services to the current staff of the business. The Benefits Salary Up to £75k - negotiable Bonus scheme 26 days holiday to 31 days after 5 years + bank holidays. Generous employer pension contribution. DIS Cover provided. Income Protection cover Private Medical Insurance and Health Cash plan Support with achieving professional qualifications Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Financial adviser, financial planner, IFA, Independent Financial Adviser, Corporate financial advisor.
Sep 03, 2025
Full time
Corporate Financial Advisor Bristol Hybrid working Up to £75k The role is best suited to financial advisors with experience dealing with corporate clients and are experienced with winning new business. If this matches your experience and you're looking for a firm that will give you a competitive salary and the support to grow both your experience and earnings, then this could be for you. You will need experience in maintaining long-term relationships as well as winning new clients. Salary up to £75k. The Business The company are directly authorised, independent financial advisory firm who specialise in providing advice on pensions, investments and protection, as well as corporate services. They are an established chartered firm, running for over 30 years. They have a strong client bank of individual clients but are now looking to increase their base of corporate clients, focussing purely on group personal pensions, group income protection and group life. The Role Within the role you will take on a number of corporate clients to look after and service, but it will also be about growing their client base. This will require a good level of experience in going out and winning new business. You'll be supported by the firm to grow this base, with the firms experience, reputation and marketing team, you'll be well set up. As well as servicing and growing the book of corporate clients, you may also provide in house services to the current staff of the business. The Benefits Salary Up to £75k - negotiable Bonus scheme 26 days holiday to 31 days after 5 years + bank holidays. Generous employer pension contribution. DIS Cover provided. Income Protection cover Private Medical Insurance and Health Cash plan Support with achieving professional qualifications Apply If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest. Synonyms Financial adviser, financial planner, IFA, Independent Financial Adviser, Corporate financial advisor.
Financial Planner Office Angels are looking for a professional and motivated Financial Planner to join a fantastic South West organisation. This is an exciting opportunity for a self-driven individual who thrives on helping clients make smart, profitable decisions to achieve their financial goals. You'll play a key role as a trusted advisor, managing a portfolio of clients and providing holistic guidance across investments, savings, and pensions. The ideal candidate is an excellent communicator, analytical, and client-focused. You will bring a balance of professional expertise and a friendly, approachable manner, ensuring clients feel valued and supported. Salary & Benefits: 50,000 - 60,000 per annum 50,000 starting salary 60,000 available for candidates with Chartered status For those not yet Chartered, we provide structured support and sponsorship to help you achieve Chartered status and progress to the higher salary band The overall package is negotiable Health insurance Company pension scheme Ongoing professional development and career growth opportunities Key Responsibilities: Review and evaluate client's financial documents including income, expenses, and liabilities Provide tailored advice on pensions, insurance, and investment planning Deliver annual review meetings and maintain long-term client relationships Monitor client's needs and adjust plans as required Present and promote financial products and services where appropriate Collaborate closely with colleagues across the team Keep up to date with regulations, market practices, and new financial products What We're Looking For: Excellent communication and presentation skills Strong attention to detail with the ability to think analytically A proactive learner with excellent problem-solving abilities Demonstrated experience building and maintaining client relationships Chartered status preferred (essential for top band salary) Please apply or call (phone number removed) and speak to the team or email (url removed) Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Sep 02, 2025
Full time
Financial Planner Office Angels are looking for a professional and motivated Financial Planner to join a fantastic South West organisation. This is an exciting opportunity for a self-driven individual who thrives on helping clients make smart, profitable decisions to achieve their financial goals. You'll play a key role as a trusted advisor, managing a portfolio of clients and providing holistic guidance across investments, savings, and pensions. The ideal candidate is an excellent communicator, analytical, and client-focused. You will bring a balance of professional expertise and a friendly, approachable manner, ensuring clients feel valued and supported. Salary & Benefits: 50,000 - 60,000 per annum 50,000 starting salary 60,000 available for candidates with Chartered status For those not yet Chartered, we provide structured support and sponsorship to help you achieve Chartered status and progress to the higher salary band The overall package is negotiable Health insurance Company pension scheme Ongoing professional development and career growth opportunities Key Responsibilities: Review and evaluate client's financial documents including income, expenses, and liabilities Provide tailored advice on pensions, insurance, and investment planning Deliver annual review meetings and maintain long-term client relationships Monitor client's needs and adjust plans as required Present and promote financial products and services where appropriate Collaborate closely with colleagues across the team Keep up to date with regulations, market practices, and new financial products What We're Looking For: Excellent communication and presentation skills Strong attention to detail with the ability to think analytically A proactive learner with excellent problem-solving abilities Demonstrated experience building and maintaining client relationships Chartered status preferred (essential for top band salary) Please apply or call (phone number removed) and speak to the team or email (url removed) Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Synchronicity Financial Services are working with a wealth management company who are looking for a Chartered Financial Planner to join them. This hire will provide financial planning support to existing clients attributed to the Bristol and Cheltenham offices and so time spent in each location will be required. Typically you will spend an average of 3 days a week in an office, with 2 days working from home. With a focus on retirement and estate planning, you will be Chartered (ideally CII but CISI and LIBF also considered) with at least 4 years experience advising HNW individuals. You will be supported by Paraplanners and Administrators and work with a small team of financial planners who look after other offices across the UK. Occasional team meetings will occur in London and travel will be paid for. Our client is offering a basic salary of up to £80k plus a bonus scheme and excellent benefits. For a confidential discussion to find out more, apply now!
Sep 02, 2025
Full time
Synchronicity Financial Services are working with a wealth management company who are looking for a Chartered Financial Planner to join them. This hire will provide financial planning support to existing clients attributed to the Bristol and Cheltenham offices and so time spent in each location will be required. Typically you will spend an average of 3 days a week in an office, with 2 days working from home. With a focus on retirement and estate planning, you will be Chartered (ideally CII but CISI and LIBF also considered) with at least 4 years experience advising HNW individuals. You will be supported by Paraplanners and Administrators and work with a small team of financial planners who look after other offices across the UK. Occasional team meetings will occur in London and travel will be paid for. Our client is offering a basic salary of up to £80k plus a bonus scheme and excellent benefits. For a confidential discussion to find out more, apply now!
Synchronicity Financial Services are working with a wealth management company who are looking for a Chartered Financial Planner to join them. This hire will provide financial planning support to existing clients attributed to the Bristol and Cheltenham offices and so time spent in each location will be required. Typically you will spend an average of 3 days a week in an office, with 2 days working from home. With a focus on retirement and estate planning, you will be Chartered (ideally CII but CISI and LIBF also considered) with at least 4 years experience advising HNW individuals. You will be supported by Paraplanners and Administrators and work with a small team of financial planners who look after other offices across the UK. Occasional team meetings will occur in London and travel will be paid for. Our client is offering a basic salary of up to £80k plus a bonus scheme and excellent benefits. For a confidential discussion to find out more, apply now!
Sep 02, 2025
Full time
Synchronicity Financial Services are working with a wealth management company who are looking for a Chartered Financial Planner to join them. This hire will provide financial planning support to existing clients attributed to the Bristol and Cheltenham offices and so time spent in each location will be required. Typically you will spend an average of 3 days a week in an office, with 2 days working from home. With a focus on retirement and estate planning, you will be Chartered (ideally CII but CISI and LIBF also considered) with at least 4 years experience advising HNW individuals. You will be supported by Paraplanners and Administrators and work with a small team of financial planners who look after other offices across the UK. Occasional team meetings will occur in London and travel will be paid for. Our client is offering a basic salary of up to £80k plus a bonus scheme and excellent benefits. For a confidential discussion to find out more, apply now!
Technical Paraplanner Location: Warwickshire Salary: Competitive (depending on experience) Office-Based Progression to Adviser Available A highly respected Chartered and independent financial planning firm is looking to appoint an experienced Technical Paraplanner to join their close-knit and professional team. This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality, compliant reports and working collaboratively with advisers and support staff. The business offers a clear progression path into an adviser role , once proven in the position, making this a strong option for someone looking to grow their career in a truly client-focused environment. What you'll be doing: Writing detailed, bespoke suitability reports across pensions, investments, and protection Conducting technical research and analysis to support high-net-worth client recommendations Working closely with experienced financial planners to deliver quality advice outcomes Supporting the advice process through preparation of review packs and recommendation documentation Ensuring all work is compliant with FCA regulations and internal processes What we're looking for: Proven experience in a paraplanning role within an IFA or wealth management environment Strong knowledge of pensions, investments, and holistic financial planning Confidence and competence in writing high-quality, client-facing suitability reports Level 4 Diploma qualified (or working towards, with strong technical skills) Why join? Well-established, independent Chartered firm with an excellent reputation Supportive, collaborative team culture with direct access to advisers and directors Fully office-based role with hands-on support and career development Progression opportunity to move into a financial planner role over time This is a great opportunity for a paraplanner who wants to be part of a stable, professional firm that values progression
Sep 02, 2025
Full time
Technical Paraplanner Location: Warwickshire Salary: Competitive (depending on experience) Office-Based Progression to Adviser Available A highly respected Chartered and independent financial planning firm is looking to appoint an experienced Technical Paraplanner to join their close-knit and professional team. This is a fantastic opportunity for a technically strong paraplanner who enjoys producing high-quality, compliant reports and working collaboratively with advisers and support staff. The business offers a clear progression path into an adviser role , once proven in the position, making this a strong option for someone looking to grow their career in a truly client-focused environment. What you'll be doing: Writing detailed, bespoke suitability reports across pensions, investments, and protection Conducting technical research and analysis to support high-net-worth client recommendations Working closely with experienced financial planners to deliver quality advice outcomes Supporting the advice process through preparation of review packs and recommendation documentation Ensuring all work is compliant with FCA regulations and internal processes What we're looking for: Proven experience in a paraplanning role within an IFA or wealth management environment Strong knowledge of pensions, investments, and holistic financial planning Confidence and competence in writing high-quality, client-facing suitability reports Level 4 Diploma qualified (or working towards, with strong technical skills) Why join? Well-established, independent Chartered firm with an excellent reputation Supportive, collaborative team culture with direct access to advisers and directors Fully office-based role with hands-on support and career development Progression opportunity to move into a financial planner role over time This is a great opportunity for a paraplanner who wants to be part of a stable, professional firm that values progression
Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Sep 02, 2025
Full time
Junior Paraplanner - Boutique Wealth Management Firm Bristol £28,000 - £40,000 Bonus Excellent Benefits Are you an IFA Administrator ready to take the next step in your career? Or a Paraplanner who's feeling stuck in a report-writing-only role and craving more involvement and technical challenge? This is your chance to join a well-established, boutique financial planning firm where client care, holistic advice, and genuine team culture come first. Our client is offering a rare opportunity to step into a cradle-to-grave Paraplanning role, with full support, real variety, and long-term growth. What's in it for you? Be part of something meaningful: This is a firm where clients are known by name, not by number. You'll be joining a highly respected business with a strong, loyal client bank and glowing testimonials to back it up. End-to-end Paraplanning exposure: From business processing and liaising with providers, through to building detailed cashflow models and writing bespoke reports - you'll be involved in everything. Supportive leadership: The business has a dedicated Operations Manager who has built outstanding processes and procedures, making the firm almost entirely paperless and the Paraplanner's role as seamless and efficient as possible. Learn and grow: The team has a brilliant track record of mentoring junior candidates into fully-fledged, technically strong Paraplanners - with full support right through to Chartered, if that's your goal. Supportive culture: With 3 advisers and 3 support staff, the team is tight-knit, encouraging, and collaborative. You'll never be just a cog in the machine. Great environment: Based in a desirable part of Bristol, the open-plan offices are just a 10-minute walk from the city centre, close to a well-connected station. Prefer to drive? No problem - they'll cover your parking permit. Package & Benefits: Salary: £28,000 - £40,000 (depending on experience) Bonus: Discretionary annual bonus Pension: 8% non-contributory Flexibility: Flexible working hours Protection: Income protection policy included Development: Full exam support (including through to Chartered) The Role: Collaborate closely with advisers and administrators Conduct full product research and due diligence Support with business processing and provider communications Prepare detailed, compliant and bespoke financial planning reports Build and update cashflow models using industry-leading tools Support client reviews and ongoing planning If you're looking for a role where you can really roll up your sleeves, be valued as a core part of the team, and make a difference to clients' lives - this could be just what you've been looking for.
Financial Advisor - Somerset - £60,000 Flexibility A well-established and growing wealth management firm is seeking an experienced Financial Advisor to join their team in Somerset. This opportunity has arisen due to the planned departure of a long-serving advisor, creating the chance to inherit a large existing client book. Clients typically have portfolios starting from £250,000 and are serviced under the firm's core service proposition. Key Highlights: Competitive salary around £60,000, with flexibility depending on experience Hybrid working available - 1-2 days from home Firm manages over £275m in AUM Support structure includes a Paraplanner and Administrator per advisor Majority of investments run through DFM or MPS on the Parmenion platform Excellent potential for career growth, with acquisition plans in the pipeline What They're Looking For: Ideally CAS and Chartered (or working towards) Strong client-facing skills and confidence are essential Desire to build long-term relationships within a professional and supportive environment If you're an ambitious and personable advisor looking to join a firm with strong foundations and exciting future growth plans, this could be the perfect next step
Sep 02, 2025
Full time
Financial Advisor - Somerset - £60,000 Flexibility A well-established and growing wealth management firm is seeking an experienced Financial Advisor to join their team in Somerset. This opportunity has arisen due to the planned departure of a long-serving advisor, creating the chance to inherit a large existing client book. Clients typically have portfolios starting from £250,000 and are serviced under the firm's core service proposition. Key Highlights: Competitive salary around £60,000, with flexibility depending on experience Hybrid working available - 1-2 days from home Firm manages over £275m in AUM Support structure includes a Paraplanner and Administrator per advisor Majority of investments run through DFM or MPS on the Parmenion platform Excellent potential for career growth, with acquisition plans in the pipeline What They're Looking For: Ideally CAS and Chartered (or working towards) Strong client-facing skills and confidence are essential Desire to build long-term relationships within a professional and supportive environment If you're an ambitious and personable advisor looking to join a firm with strong foundations and exciting future growth plans, this could be the perfect next step
Chartered Financial Planner Location : Exeter / Mid Devon Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available Salary: £65,000 - £100,000 per annum, DOE Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further. What's in it for you? A portfolio of high-quality clients ready to engage with you Strong referral streams from our internal network of professionals Ongoing development and support to help you specialise further A collaborative, people-first culture Flexible and hybrid working options The role: Delivering practical, client-focused financial advice Building lasting relationships and developing business via introducers Presenting and networking with professionals Reviewing existing arrangements and finding the best solutions for client goals Preparing clear, plain-language recommendations Staying at the forefront of technical and regulatory changes What we're looking for Chartered Financial Planner status A genuine passion for understanding client goals and delivering clear, effective solutions Strong relationship-building skills and commercial awareness The benefits package includes: 25 days holiday + bank holidays Hybrid/flexible working Bonus and commission schemes Pension contributions up to 6% (matched) Private medical insurance options Enhanced family leave policies Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more) To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)
Sep 02, 2025
Full time
Chartered Financial Planner Location : Exeter / Mid Devon Hours: Monday to Friday 36.25 hours per week / flexible and hybrid working options available Salary: £65,000 - £100,000 per annum, DOE Are you looking for your next step as a Chartered Financial Planner? Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for an opportunity that offers the chance to work with an established client base, alongside a trusted team of accountants and business advisers who'll help you grow even further. What's in it for you? A portfolio of high-quality clients ready to engage with you Strong referral streams from our internal network of professionals Ongoing development and support to help you specialise further A collaborative, people-first culture Flexible and hybrid working options The role: Delivering practical, client-focused financial advice Building lasting relationships and developing business via introducers Presenting and networking with professionals Reviewing existing arrangements and finding the best solutions for client goals Preparing clear, plain-language recommendations Staying at the forefront of technical and regulatory changes What we're looking for Chartered Financial Planner status A genuine passion for understanding client goals and delivering clear, effective solutions Strong relationship-building skills and commercial awareness The benefits package includes: 25 days holiday + bank holidays Hybrid/flexible working Bonus and commission schemes Pension contributions up to 6% (matched) Private medical insurance options Enhanced family leave policies Annual salary review + additional perks (Cycle to Work, holiday buy/sell, EAP, death in service cover, and more) To apply for this position, please submit your CV via the Apple Now button or contact Shannon Bunch on (url removed)
Paraplanner Up to £50,000 Bonus Hailsham Eastbourne (On-Site) We're working with a respected Financial Planning firm in East Sussex , who are looking to hire a skilled Paraplanner to join their team. This opportunity has arisen due to a team member moving on in October, and the firm is keen to secure a confident, technically strong individual to support their continued success. The Role You'll be working closely with one senior adviser, providing direct support across a range of high-net-worth client cases. Responsibilities include: Producing detailed and compliant suitability reports Conducting investment research and analysis Supporting with pensions, investments, probate and IHT planning Maintaining client files and documentation Liaising with providers and assisting with administrative tasks Engaging in client-facing responsibilities where required This is a fully on-site role with no hybrid option, ideal for someone who thrives in a collaborative office environment and enjoys being hands-on with complex financial planning. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) - essential Chartered status - desirable (or working towards) Minimum 2 years' experience in a Paraplanning role within an IFA or Financial Adviser office Strong understanding of compliance and FCA regulations Excellent technical knowledge , especially across pensions, investments, probate, and IHT Confident working independently and supporting senior advisers directly Benefits Salary up to £50,000+ (flexible for the right candidate) Discretionary bonus/commission based on individual performance and company profit Full exam support and funding Opportunity to work with HNW clients and gain exposure to complex planning cases If you're looking for a role where you can make a real impact and work closely with a highly experienced adviser, this could be the perfect next step.
Sep 01, 2025
Full time
Paraplanner Up to £50,000 Bonus Hailsham Eastbourne (On-Site) We're working with a respected Financial Planning firm in East Sussex , who are looking to hire a skilled Paraplanner to join their team. This opportunity has arisen due to a team member moving on in October, and the firm is keen to secure a confident, technically strong individual to support their continued success. The Role You'll be working closely with one senior adviser, providing direct support across a range of high-net-worth client cases. Responsibilities include: Producing detailed and compliant suitability reports Conducting investment research and analysis Supporting with pensions, investments, probate and IHT planning Maintaining client files and documentation Liaising with providers and assisting with administrative tasks Engaging in client-facing responsibilities where required This is a fully on-site role with no hybrid option, ideal for someone who thrives in a collaborative office environment and enjoys being hands-on with complex financial planning. Requirements Level 4 Diploma in Regulated Financial Planning (DipPFS) - essential Chartered status - desirable (or working towards) Minimum 2 years' experience in a Paraplanning role within an IFA or Financial Adviser office Strong understanding of compliance and FCA regulations Excellent technical knowledge , especially across pensions, investments, probate, and IHT Confident working independently and supporting senior advisers directly Benefits Salary up to £50,000+ (flexible for the right candidate) Discretionary bonus/commission based on individual performance and company profit Full exam support and funding Opportunity to work with HNW clients and gain exposure to complex planning cases If you're looking for a role where you can make a real impact and work closely with a highly experienced adviser, this could be the perfect next step.
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
Sep 01, 2025
Full time
Experienced Paraplanner Birmingham Up to 40,000 (dependant on experience) Location: Birmingham Salary: Up to 40,000 Ref: JC/BCR/31848 Looking for a Paraplanning role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and become part of a dynamic team supporting multiple financial advisers and firms across the UK. This is the perfect opportunity for an experienced Paraplanner who wants exposure to a wide range of cases, sectors, and planning scenarios - while working in a supportive, collaborative environment where your expertise makes a real difference. What you'll be doing: Preparing detailed, compliant suitability reports across pensions, investments, protection, and tax planning Conducting technical research and analysis to support high-quality financial advice Working closely with a variety of advisers, building strong professional relationships Managing a diverse caseload, keeping your role fresh and challenging every day Maintaining high technical standards while meeting deadlines in a fast-paced environment What we're looking for: An experienced Paraplanner (minimum 2+ years in role) Ideally Level 4 Diploma qualified (or working towards) Strong technical knowledge across pensions, investments, and tax planning Excellent communication skills and a proactive, solutions-focused mindset Ability to balance multiple cases while delivering accuracy and quality What's in it for you? Salary up to 40,000 (depending on experience) Career progression and ongoing professional development Support towards advanced qualifications (including chartered status) Generous holiday allowance Exposure to multiple clients, giving you broader experience than a traditional in-house role Collaborative, supportive Birmingham-based team If you're ready to take your Paraplanning career to the next level - with more variety, challenge, and growth - this is the role for you. Apply today and discover what a Paraplanning career with real variety feels like. Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful. BELL CORNWALL RECRUITMENT We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life. Love Work Be Happy Follow BCR on to view all of the latest jobs. (For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups) PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales
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.
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full paraplanners, PA and administrators support, who all working together to deliver an outstanding service to one another and clients.They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration.They are keen for a quality adviser who share the companies values to join our team, and believe advisers should focus on relationship management and new client acquisition and the support ecosystem is designed to support this outcome.The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. On top of this they also have professional introducer agreements in place and will always offer central support with the creation of new relationships.The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team.For more information, please apply for the role. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Sep 01, 2025
Full time
We are working with a top tier Wealth Planning business, who provide an ultra-modern workplace to support virtual and face-to-face communications and offer agile and flexible working policies to allow our advisers and employees to find their own work life balance. They offer full paraplanners, PA and administrators support, who all working together to deliver an outstanding service to one another and clients.They offer a great home for advisers who feel held back by a staid work environment, static proposition, inflexible charging structure, lack of infrastructure or limited collaboration.They are keen for a quality adviser who share the companies values to join our team, and believe advisers should focus on relationship management and new client acquisition and the support ecosystem is designed to support this outcome.The business is looking for an entrepreneurial Planner who can bring both revenue and ideas for growth to the business. The successful candidate will be offered a small client bank initially but will be expected to seek new business opportunities. On top of this they also have professional introducer agreements in place and will always offer central support with the creation of new relationships.The role will work closely with the Head of Financial Planning and will involve some mentoring and developing of the existing Planner team.For more information, please apply for the role. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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.
Discover an Exceptional Opportunity for Rural Surveyors Are you a talented rural surveyor seeking an exciting new role? We have an incredible opportunity that you won't want to miss. Our client, a renowned property, land, and auction expert company founded 200 years ago, is currently looking to expand its team. With offices in Beccles, Diss, Halesworth, Harleston, Southwold, and London, they have established themselves as industry leaders in Norfolk, Suffolk, and beyond. What truly sets this company apart is the exceptional services team they have assembled. Comprising chartered surveyors, valuers, planners, and land agents, these qualified professionals uphold the highest standards of conduct and professionalism. Their commitment ensures that clients receive unparalleled service at all times. As the new Rural Surveyor, you will provide professional, and management services designed specifically for landowners, farmers, and estate owners, including: Land, Farms & Estates Agency: Engage in the buying, selling, and management of rural properties, farms, and estates. Formal Valuations: Conduct accurate and comprehensive valuations of rural properties. Rural Planning & Development: Navigate the intricacies of rural planning regulations. Land & Property Management: Oversee the day-to-day management of rural land and properties, optimising their value and potential. Rent Reviews and Renewals: Assist clients in navigating rental agreements and lease renewals. Property Law: Apply your knowledge of property law to provide expert guidance and advice to clients in legal matters. Compulsory Purchase: Support clients throughout the compulsory purchase process, ensuring fair compensation and protecting their interests. Compliance: Stay up-to-date with regulations and ensure clients' properties and operations adhere to legal requirements. Conservation Grants & Subsidies: Help clients access available grants and subsidies to support their agricultural and land management endeavours. Accounting & Taxation: Provide strategic financial advice, accounting services, and tax planning solutions tailored to rural businesses. Diversification: Explore opportunities for diversifying rural businesses, identifying new income streams and ventures. Expert Witness Testimony As a Rural Surveyor with this company, you'll have the opportunity to work on diverse projects, collaborate with experts in the field, and make a real impact on the rural landscape. The ideal candidate will be RICS accredited. In return, you will receive a competitive salary, an annual bonus, 28 days including bank holidays, plus 2 days for each full 4 years of completed employment, a pension with 4.5% contribution and business mileage at 45p per mile. Business Hours are 9.00am to 5.30pm with 1hour for lunch. What you need to do now If you're ready to take the next step in your career, click 'apply now' to submit your CV, or call Jack Hastings on for a confidential discussion on your career aspirations. Even if this job isn't quite right for you, we'd still love to chat about your next career move. If you know of anyone who may be interested in this role, please do let us know. As a token of our appreciation for any successful referrals, you will receive up to £250 in vouchers. #
Sep 01, 2025
Full time
Discover an Exceptional Opportunity for Rural Surveyors Are you a talented rural surveyor seeking an exciting new role? We have an incredible opportunity that you won't want to miss. Our client, a renowned property, land, and auction expert company founded 200 years ago, is currently looking to expand its team. With offices in Beccles, Diss, Halesworth, Harleston, Southwold, and London, they have established themselves as industry leaders in Norfolk, Suffolk, and beyond. What truly sets this company apart is the exceptional services team they have assembled. Comprising chartered surveyors, valuers, planners, and land agents, these qualified professionals uphold the highest standards of conduct and professionalism. Their commitment ensures that clients receive unparalleled service at all times. As the new Rural Surveyor, you will provide professional, and management services designed specifically for landowners, farmers, and estate owners, including: Land, Farms & Estates Agency: Engage in the buying, selling, and management of rural properties, farms, and estates. Formal Valuations: Conduct accurate and comprehensive valuations of rural properties. Rural Planning & Development: Navigate the intricacies of rural planning regulations. Land & Property Management: Oversee the day-to-day management of rural land and properties, optimising their value and potential. Rent Reviews and Renewals: Assist clients in navigating rental agreements and lease renewals. Property Law: Apply your knowledge of property law to provide expert guidance and advice to clients in legal matters. Compulsory Purchase: Support clients throughout the compulsory purchase process, ensuring fair compensation and protecting their interests. Compliance: Stay up-to-date with regulations and ensure clients' properties and operations adhere to legal requirements. Conservation Grants & Subsidies: Help clients access available grants and subsidies to support their agricultural and land management endeavours. Accounting & Taxation: Provide strategic financial advice, accounting services, and tax planning solutions tailored to rural businesses. Diversification: Explore opportunities for diversifying rural businesses, identifying new income streams and ventures. Expert Witness Testimony As a Rural Surveyor with this company, you'll have the opportunity to work on diverse projects, collaborate with experts in the field, and make a real impact on the rural landscape. The ideal candidate will be RICS accredited. In return, you will receive a competitive salary, an annual bonus, 28 days including bank holidays, plus 2 days for each full 4 years of completed employment, a pension with 4.5% contribution and business mileage at 45p per mile. Business Hours are 9.00am to 5.30pm with 1hour for lunch. What you need to do now If you're ready to take the next step in your career, click 'apply now' to submit your CV, or call Jack Hastings on for a confidential discussion on your career aspirations. Even if this job isn't quite right for you, we'd still love to chat about your next career move. If you know of anyone who may be interested in this role, please do let us know. As a token of our appreciation for any successful referrals, you will receive up to £250 in vouchers. #
Job Title: Technical Paraplanner Location: North Somerset Hours: 35.5 hours per week (Mon 8:30-5, Tue-Fri 9-5) About the Firm: This well-established, independent financial planning and wealth management firm in North Somerset has been providing tailored financial solutions since the mid-1990s. Known for its experienced team and commitment to client service, the firm prides itself on helping clients achieve their financial goals with confidence. Key Responsibilities: Supporting advisors with client enquiries and day-to-day liaison Preparing bespoke, compliant suitability reports tailored to client needs Completing quarterly portfolio analyses and six-monthly investment review reports Assisting with annual review packs and writing review letters including recommendations Conducting technical research on products and platforms to support the firm's panel decisions Collaborating closely with advisors and administrators to ensure excellent client outcomes Contributing to process improvements based on internal feedback Required Qualifications & Experience: Diploma in Financial Planning (CII preferred) Working towards or willing to work towards Chartered Paraplanner status Minimum 3 years paraplanning experience or 5 years in a similar administrative role Degree preferred but not essential 120 UCAS points (A-Level BBB or equivalent) What's on Offer: Supportive and collaborative work environment valuing your input Opportunities for professional development and career progression Competitive salary range £38,000-£58,000 depending on experience, plus bonus scheme Company social events such as summer BBQ and Christmas party 21 days holiday plus additional days over Christmas Enhanced pension scheme with extended service benefits Hybrid working considered for the right candidate If you're an experienced paraplanner looking to join a dynamic team in North Somerset, I'd love to hear from you.
Sep 01, 2025
Full time
Job Title: Technical Paraplanner Location: North Somerset Hours: 35.5 hours per week (Mon 8:30-5, Tue-Fri 9-5) About the Firm: This well-established, independent financial planning and wealth management firm in North Somerset has been providing tailored financial solutions since the mid-1990s. Known for its experienced team and commitment to client service, the firm prides itself on helping clients achieve their financial goals with confidence. Key Responsibilities: Supporting advisors with client enquiries and day-to-day liaison Preparing bespoke, compliant suitability reports tailored to client needs Completing quarterly portfolio analyses and six-monthly investment review reports Assisting with annual review packs and writing review letters including recommendations Conducting technical research on products and platforms to support the firm's panel decisions Collaborating closely with advisors and administrators to ensure excellent client outcomes Contributing to process improvements based on internal feedback Required Qualifications & Experience: Diploma in Financial Planning (CII preferred) Working towards or willing to work towards Chartered Paraplanner status Minimum 3 years paraplanning experience or 5 years in a similar administrative role Degree preferred but not essential 120 UCAS points (A-Level BBB or equivalent) What's on Offer: Supportive and collaborative work environment valuing your input Opportunities for professional development and career progression Competitive salary range £38,000-£58,000 depending on experience, plus bonus scheme Company social events such as summer BBQ and Christmas party 21 days holiday plus additional days over Christmas Enhanced pension scheme with extended service benefits Hybrid working considered for the right candidate If you're an experienced paraplanner looking to join a dynamic team in North Somerset, I'd love to hear from you.
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Sep 01, 2025
Full time
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Why This Role is Different This isn't a back-office box-ticking paraplanner role. You'll be embedded in client meetings, shaping advice strategies alongside highly qualified advisers, and working on complex, high-value portfolios. You'll have a voice in the advice process, genuine autonomy, and a package that reflects your expertise. The Opportunity Client-facing, join advisers in meetings, help shape the financial plan, and see the results of your work first-hand Complex work, HNW and UHNW clients, often £1m+ portfolios, with interesting technical challenges Real progression, pathway to Chartered status and potential adviser role if desired High autonomy, trusted to manage your own workload and contribute to advice strategies Premium support, admin team handles the paperwork so you can focus on planning and research Your Package £38,000 - £50,000 salary (DOE) Quarterly bonus scheme (10%) Private medical insurance 8% pension 28 days holiday stats Funded qualifications all the way to Chartered Hybrid working - 2 days from home after probation Modern offices in central Belfast Your Role Attend and contribute to client meetings Prepare detailed, bespoke financial plans and suitability reports Conduct technical research across pensions, investments, IHT, and protection Collaborate closely with advisers to deliver exceptional client outcomes What We're Looking For 3+ years' paraplanning experience (report writing essential) Diploma-qualified (Chartered support available) Confident communicator, comfortable in client meetings Technically strong, with an eye for detail and problem-solving
Sep 01, 2025
Full time
Why This Role is Different This isn't a back-office box-ticking paraplanner role. You'll be embedded in client meetings, shaping advice strategies alongside highly qualified advisers, and working on complex, high-value portfolios. You'll have a voice in the advice process, genuine autonomy, and a package that reflects your expertise. The Opportunity Client-facing, join advisers in meetings, help shape the financial plan, and see the results of your work first-hand Complex work, HNW and UHNW clients, often £1m+ portfolios, with interesting technical challenges Real progression, pathway to Chartered status and potential adviser role if desired High autonomy, trusted to manage your own workload and contribute to advice strategies Premium support, admin team handles the paperwork so you can focus on planning and research Your Package £38,000 - £50,000 salary (DOE) Quarterly bonus scheme (10%) Private medical insurance 8% pension 28 days holiday stats Funded qualifications all the way to Chartered Hybrid working - 2 days from home after probation Modern offices in central Belfast Your Role Attend and contribute to client meetings Prepare detailed, bespoke financial plans and suitability reports Conduct technical research across pensions, investments, IHT, and protection Collaborate closely with advisers to deliver exceptional client outcomes What We're Looking For 3+ years' paraplanning experience (report writing essential) Diploma-qualified (Chartered support available) Confident communicator, comfortable in client meetings Technically strong, with an eye for detail and problem-solving
North Oak Recruitment Ltd
Leicester, Leicestershire
Financial Planner Leicester (our Ref AL1374) Salary up to £60,000 pa dep on exp bonus and benefits (fully employed position) My client is a Chartered, award winning wealth management company, with client assets in excess of £1bn. They serve high net worth & ultra-high net worth clients across the UK and look to build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. They now have an outstanding opportunity for a Diploma Level 4 qualified individual to join their team of Financial Planners. Financial Planner - Role Overview: The role is fundamentally to provide high quality advice and outcomes for clients based on their individual needs. You will apply technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by a team of account executives. Key Tasks: Review existing clients' circumstances and advise as appropriate. Obtain the required information to enable a full analysis of the clients' needs and construct appropriate solutions to the principles of best advice. Create detailed notes for each meeting highlighting the clients' objectives and confirming action points. Managing Client Portfolios - Meet with clients annually to maintain and build relationships as well as ensuring suitability of advice. Business promotion - explore opportunities and develop appropriate business relationships within a targeted geographical region. Establish contact with potential clients (solicitors and accountants) Pay and Benefits Starting salary up to £60,000 per annum (dependent on qualifications, knowledge, and experience) Annual salary review based on performance. Bonus Scheme, Car allowance, Laptop & Mobile Phone, 4 x salary life assurance, 26 days' holiday - Increasing incrementally in recognition of continuous service, Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available, PMI scheme, Health Cash Plan Scheme. Person Specification - Essential qualifications and experience: Level 4 Diploma in Financial Planning (or equivalent) Chartered Financial Planner status or working towards it. At least 5 years' experience in an advisory role Desirable qualifications and experience: Experience of working in SIPP and SSAS marketplace. Support given to candidates who may not have worked with SIPP and SSAS specifically. Essential knowledge and skills required: Excellent technical knowledge Excellent product knowledge and their application in financial planning SIPP, SSAS and discretionary management of Investments, in particular. Proven ability to acquire and develop new business. Proven experience of managing own portfolio of high-net-worth clients. Excellent interpersonal and communication skills. Analytical skills and the ability to work in a structured, planned manner Knowledge of regulatory requirements relevant to role If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Sep 01, 2025
Full time
Financial Planner Leicester (our Ref AL1374) Salary up to £60,000 pa dep on exp bonus and benefits (fully employed position) My client is a Chartered, award winning wealth management company, with client assets in excess of £1bn. They serve high net worth & ultra-high net worth clients across the UK and look to build long term client relationships based on trust, professionalism, and support which is echoed in their staff approach. They now have an outstanding opportunity for a Diploma Level 4 qualified individual to join their team of Financial Planners. Financial Planner - Role Overview: The role is fundamentally to provide high quality advice and outcomes for clients based on their individual needs. You will apply technical knowledge in specialist areas such as SIPP, SSAS and discretionary investment management. You will be fully supported in all aspects of pension and investment administration by a team of account executives. Key Tasks: Review existing clients' circumstances and advise as appropriate. Obtain the required information to enable a full analysis of the clients' needs and construct appropriate solutions to the principles of best advice. Create detailed notes for each meeting highlighting the clients' objectives and confirming action points. Managing Client Portfolios - Meet with clients annually to maintain and build relationships as well as ensuring suitability of advice. Business promotion - explore opportunities and develop appropriate business relationships within a targeted geographical region. Establish contact with potential clients (solicitors and accountants) Pay and Benefits Starting salary up to £60,000 per annum (dependent on qualifications, knowledge, and experience) Annual salary review based on performance. Bonus Scheme, Car allowance, Laptop & Mobile Phone, 4 x salary life assurance, 26 days' holiday - Increasing incrementally in recognition of continuous service, Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available, PMI scheme, Health Cash Plan Scheme. Person Specification - Essential qualifications and experience: Level 4 Diploma in Financial Planning (or equivalent) Chartered Financial Planner status or working towards it. At least 5 years' experience in an advisory role Desirable qualifications and experience: Experience of working in SIPP and SSAS marketplace. Support given to candidates who may not have worked with SIPP and SSAS specifically. Essential knowledge and skills required: Excellent technical knowledge Excellent product knowledge and their application in financial planning SIPP, SSAS and discretionary management of Investments, in particular. Proven ability to acquire and develop new business. Proven experience of managing own portfolio of high-net-worth clients. Excellent interpersonal and communication skills. Analytical skills and the ability to work in a structured, planned manner Knowledge of regulatory requirements relevant to role If this role is of interest, please apply with an up-to-date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
