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📑 HEAD OF FINANCIAL OPERATIONS ( Wealth Management)-London-hybrid working-C £80k, excellent benefits package and exceptional career opportunityExceptional opportunity for an established experienced People Manager of a large IFA Administration team with a strong background in ongoing process review and implementation of change gained within an ongoing ...

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📑 SENIOR PARAPLANNER£55/65k, hybrid working patternCity, excellent list of benefits and exposure to technical cases.A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely with one of their highest billing advisers to enhance your technical pa ...

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📑 Senior Paraplanner£55,000 - £65,000 basic salary + bonuses (£70k+ take home)Work on a 1-2-1 basis with an a high billing adviserAdviser solely manages c.£200m AUMOffices in the City of London4 days per week in the officeMy client is a Chartered independent wealth planning business with offices in Central London who have been operating for over 30 y ...

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📑 Senior Paraplanner£55,000 - £65,000 basic salary + bonuses (£70k+ take home)Work on a 1-2-1 basis with an a high billing adviserAdviser solely manages c.£200m AUMOffices in the City of London4 days per week in the officeMy client is a Chartered independent wealth planning business with offices in Central London who have been operating for over 30 y ...

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📑 TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases)London- hybrid working pattern.To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with ...

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📑 SENIOR PARAPLANNER£55/65k, hybrid working patternCity, excellent list of benefits and exposure to technical cases.A well established chartered independent wealth planning business with an excellent reputation are looking to offer this incredible opportunity to work very closely with one of their highest billing advisers to enhance your technical pa ...

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📑 TECHNICAL PARAPLANNER ( full involvement with HNW/UHNW technical cases)London- hybrid working pattern.To £55k, top pension plan, excellent bonus, wonderful working conditions, study towards Chartered Status. My client is an award-winning independent firm providing financial planning and an investment management service to HNW and UHNW Clients with ...

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📑 PARAPLANNER ( provide dedicated technical support to a Senior Director in a Client facing capacity)-Central London-To £60/65k , study towards Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits.Join this award-winning independent London based firm and enjoy the Client focussed culture, ...

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📑 Ref JM/23122Financial Planning Assistant (Genuine route to Adviser/Planner)Central London (West End)Up to £38k plus bonus and excellent benefits The OpportunityA genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and t ...

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📑 Ref JM/22863Financial Administrator (Wealth Management)London (West End)/Hybrid£28K - £34K plus bonus and excellent benefits The OpportunityOur client is a highly respected, well established wealth management firm with a superb reputation for offering first class financial advice and planning to their extensive client base consisting of high net wo ...

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📑 Senior Financial Adviser/Head of Financial Planning - Up to £150k basic salary with hybrid working + equity stake THE BUSINESSMy client is an independent wealth planning firm, who I have worked closely with for a number of years, personally meeting them in their beautiful offices near Sevenoaks and placing 3 Financial Advisers with them, in the las ...

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📑 Junior Paraplanner/Associate – Route to AdviserCentral London/Hybridc £38,000 and bonuses/Study support/BenefitsThe OpportunityA superb opportunity to join a successful, expanding boutique IFA practice and take full responsibility for a key client support function within the business, ensuring the success of a client’s outcome, whether that be the ...

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📑 Paraplanner to Adviser - Wealth Management Firm - Liverpool - Basic salary £30k - £50k – Full study supportMy client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections ...

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📑 Chartered Independent Financial Advisor – Manage an existing client baseManage a book of 150+ clients with AUM between £750k-£1m!Hybrid Working – Based in Croydon£75k basic salary + revenue related salary increases + bonusMy client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions, Inves ...

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📑 Financial Planner – Berkshire, £60k - £85k, basic salary plus bonuses £100k+ in year 1My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 7 members of staff with. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages, and some Protect ...

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📑 Paraplanner route to Advisor-£45k + Bonus - Canterbury-Hybrid workingWe are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing Kent based client of ours. They provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation wit ...

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📑 Paraplanner - supporting 2 high billing AdvisersAttend client meetings on a weekly basisCity of London offices - 2 days in the office per week after training£40,000 - £50,000 basic salary + bonusRoute to be an Adviser in 3 - 5 yearsMy client is a Chartered independent wealth planning business with offices in the City of London who have been operati ...

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📑 Paraplanner - supporting 2 high billing AdvisersAttend client meetings on a weekly basisCity of London offices - 2 days in the office per week after training£40,000 - £50,000 basic salary + bonusRoute to be an Adviser in 3 - 5 yearsMy client is a Chartered independent wealth planning business with offices in the City of London who have been operati ...

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📑 Senior Financial Adviser - Competitive Salary Up to £150k with Hybrid Work Options and Equity OpportunitiesMy client is a prestigious independent wealth planning firm near Tunbridge Wells, who we've fostered a close working relationship over the years. This firm offers an extensive array of financial advisory services across various domains, includ ...

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📑 Financial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFAA key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos. I have ...

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📑 Ref JM/22349Senior Paraplanner (to support highest achieving Adviser) London (City)/HybridUp to £65,000 plus bonus and excellent benefits package The OpportunityOur client is a leading independent financial advisory firm who are highly recognised and respected within the sector, offering a comprehensive financial planning and investment management ...

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📑 Paraplanner – Route to Adviser OR Senior Technical SpecialistWorthing, Sussex£40,000 plus bonus and benefits package + hybrid workingThe Opportunity:Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immed ...

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📑 Financial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFAA key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos. I have ...

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📑 Paraplanner route to Advisor-£45k + Bonus - Canterbury-Hybrid workingWe are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing Kent based client of ours. They provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation wit ...

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📑 Outstanding opportunity for a Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFAA key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The ...

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📑 Paraplanner - supporting 2 high billing AdvisersAttend client meetings on a weekly basisCity of London offices - 2 days in the office per week after training£40,000 - £50,000 basic salary + bonusRoute to be an Adviser in 3 - 5 yearsMy client is a Chartered independent wealth planning business with offices in the City of London who have been operati ...

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📑 Paraplanner route to Advisor-£45k + Bonus - Canterbury-Hybrid workingWe are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing Kent based client of ours. They provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation wit ...

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📑 Paraplanner – Advisor - £35,000 – Gravesend - Fully Office Based - Discretionary bonus - Private medical insurance.My client, a dynamic Wealth Management firm based in North Kent are seeking an experienced Paraplanner.They are renowned for delivering intelligent wealth management solutions with an emphasis on quality and exceptional client service. ...

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📑 Chartered Paraplanner – with pathway to directorshipHybrid Working – Based in Maidenhead, BerkshireUp to £55k basic salary + revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Maidenhead. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages ...

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📑 Paraplanner – Route to Adviser OR Senior Technical SpecialistWorthing, Sussex£40,000 plus bonus and benefits package + hybrid workingThe Opportunity:Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immed ...

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📑 Paraplanner – Financial Advisor - £38K – Career Progression – Study Aid – Excellent Bonus Structure – Office Based - North KentThis very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to qualit ...

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📑 Ref JM/23122Financial Planning Assistant (Genuine route to Adviser/Planner)Central London (West End)Up to £38k plus bonus and excellent benefits The OpportunityA genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and t ...

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📑 Paraplanner – Route to Adviser OR Senior Technical SpecialistWorthing, Sussex£40,000 plus bonus and benefits package + hybrid workingThe Opportunity:Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immed ...

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