Explore our latest job vacancies across the financial planning and wealth management industry.
Whether you’re a Financial Adviser, Paraplanner, Financial Administrator, or looking for roles in investment or executive leadership, we have a wide range of opportunities to suit all experience levels.
Use the filters to find your next career move or get in touch for personalised job matching and career advice.
We have a new opportunity for a Paraplanner to join our clients based in the City of London. The Paraplanner within the UK New Business team analyses prospective client portfolios to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, inves...
We have a new opportunity for a Senior Paraplanner to join our clients based in the City of London. The Senior Paraplanner within the UK Additions Team analyses client portfolios and accounts to provide FCA-regulated advice on areas such as pension transfers, bond surre...
We have a new opportunity for a Paraplanner to join our clients based in Lingfield, Surrey. The role will involve liaising with advisers, providers and office staff to promote the company’s services to the highest standards of compliance with current FCA regulatio...
Our client is looking for a talented Paraplanner to join their team based in Worthing. This role will allow hybrid working, with a competitive salary on offer. Key Responsibilities: - To assist the Financial Planner in formulating the advice to the client, prov...
Our client is looking for a talented Paraplanner to join their team based in Crawley. This role will allow hybrid working, with a competitive salary on offer. Key Responsibilities: - To assist the Financial Planner in formulating the advice to the cli...
Our client is looking for an Account Manager to join their Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone ready to take greater ownership of client relationships, lead programme delivery, and play an active role in our n...
Our client is offering an exciting opportunity for an experienced Team Leader to support a well-established and growing Financial Service practice and play a key role in supporting the Advisers in a smooth client servicing process. They will be the first point of contac...
Our client is looking for a Paraplanner for their London office. This is a hybrid role with only 2 days in the office. You will be responsible for providing research and advice to the Partners including Recommendation and Strategy reports. They successfully deliver hig...
Our client is looking for a Financial Administrator to support a variety of complex advice areas including pensions, investments, trusts, protection and group schemes. This is a hybrid role with only 3 days in the office. A successful candidate will be detailed-o...
Our client is looking for a Financial Administrator to join this established St. James Place Partner practice. This is a hybrid role with only 2-3 days in the office per week. The successful candidate must be able to demonstrate high levels of competence and understand...
Our client is looking for a Financial Adviser to join their established team in this St. James Place Partner practice. This is a hybrid role, with only 3 days in the London office. They are looking for candidates with over 3 years of SJP experience in a previous practic...
Our client is looking for Client Service Executive Administration for their existing Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail. Key Responsibilities: Letter of ...
Our client is looking for a Paraplanner to support financial advisers by preparing high-quality client reports, conducting research, and ensuring advice is compliant, accurate, and tailored to client needs. This role is central to delivering an excellent client experien...
Our client is looking for an experienced Financial Services Administrator to join their supportive and friendly team in Horsham. This is a fantastic opportunity for someone who thrives in a professional yet relaxed environment and is looking to develop within a close-kn...
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients...
Our client is looking for an Account Associate to support their Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone with a background in relationship coordination, client service, or HR support and who’s keen to contrib...
Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent basis. This is a remote role, meaning you’ll mainly work from home with regular time in your local office to collaborate, connect and support your team in pe...
We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial ...
Our client is seeking a Paraplanner is to provide essential technical and administrative support to financial advisers, helping to create accurate, compliant, and effective financial plans for clients. They will handle much of the behind-the-scenes work, allowing advise...
Our client is looking for a Wealth Management Administrator to join their team in Hinckley. You will help support an IFA practice, providing first class administration. Key Responsibilities: Prepare and package financial planning reports for the Financial Planners a...
Our client is looking for a Marketing Assistant/PA to join their expanding team based in Solihull. You will be providing administrative support to the financial planner(s) to maintain existing business with current clients, grow business relationships with current clien...
Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products K...
Our client is seeking a Client Relationship Manager to collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes. In coordination with Advisers, Paraplanners, and Client Service Administrators, the role ...
Our client is seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients. Duties & Resp...
Our client is seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients. Duties & Resp...
Location: Ramsgate Office / Hybrid Hours: Part-Time Salary: Competitive, dependent on experience About Us:At Artemis Recruitment, we specialise in sourcing top-tier talent for the financial services sector. With a strong reputation built on integrity, professiona...
Location: Fully Remote (UK-based)Hours: FlexibleEarnings: Uncapped commission-based earnings About Us:At Artemis Recruitment, we specialise in sourcing top-tier talent for the financial services sector. With a strong reputation built on integrity, professionalism, and ...
Our client is looking for an Executive Assistant to join their team to help support their Senior Management team in London. This role is critical in ensuring all combined responsibilities are fulfilled to an excellent standard within the Practice. As the Executive PA yo...
An exciting opportunity has opened for Financial Planners who specialise in advising medical professionals. As this specialist area continues to grow, we’re seeking experienced planners with a strong understanding of the NHS Pension Scheme and the McCloud Remedy. ...
An excellent opportunity has arisen for an experienced Senior Paraplanner to join a well-established and growing financial planning and wealth management firm based in Crawley. This role plays a key part in delivering high-quality financial planning services and support...
Our client is looking to welcome a Financial Adviser on their team based in Harrogate. This will be a self-employed opportunity with a high earning potential. You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities -&...
Our client is looking for a Chartered Financial Planner to join their team in London. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compl...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based near Harrow, London. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and c...
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Pl...
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the ma...
We are looking for a Financial Administrator for our clients based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client l...
Our client currently has an exciting career opportunity for an experienced Sales Support/ Financial Services Administrator to join their Sales Support team in their Crawley office. Working closely with Paraplanners and Financial Advisers, you will be the first point of ...
Our client is looking for a Danish speaking Account Executive to join their team based in Luxembourg. Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills...
Our client is looking for a Dutch speaking Account Executive to join their team based in either Luxembourg or Dublin. Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen y...
We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements, including 1 day...
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering a...
We are looking for a new Wealth Management Relationship Associate to join our clients SJP firm, working in Berkswell. Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing...
Our client is looking to welcome a Financial Adviser into their team in Hertfordshire, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s ...
We are looking for an experienced IFA Administrator to join our clients team based in Hailsham. This position will involve supporting the IFA's with all areas of administration including, business processing, financial administration and client liaison. You will also be...
We are looking for a Junior Paraplanner to join our client's wealth management company in Elstree. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate,...
Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before c...
Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Key Responsibilities: Ad...
Our client is looking to welcome a Financial Adviser on their team based in Harrow. This will be an office based opportunity with a high earning potential. You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities Pro...
We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client lia...
Our client is looking to welcome a Financial Adviser into their team in Glasgow, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail client...
We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager. The Role – Trainee Associate Wealth Manager: The position will require an enthusiastic and d...
Our London based client is looking for an experienced Development Manager to manage a team of Financial Advisers. You will be tending to the Advisers operational daily needs and managing their personal development. This role also offers a long-term platform for developm...
Our client is looking to welcome a Financial Adviser into their team in Berkswell, to advise clients as appropriate to their circumstances and objectives. This position can be either employed or self-employed, with a client bank provided by the practice. Specific respo...
Our client is looking for a talented Paraplanner to join their team based in Birmingham, to help provide quality and accurate administrative and research support for both clients and advisers. Our client offers hybrid working from their Birmingham office, with a compet...
Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Our client is an award...
Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initi...
Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clie...
Due to our clients continued expansion, they are looking to take on a new Training & Compliance Manager to join their team based in Birmingham. You will have the ability to own, manage and drive forward their plans, delivering training and ensuring competency for ne...
Our client is looking for an experienced Personal Assistant to join their team in London. The role consists of providing comprehensive executive assistance and client servicing to the senior Financial Planner. As Personal Assistant, you will be required to provide full ...
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Pl...
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. For this role, we are looking for a candidate with at least 2 years advising experience, from either an IFA or SJP bac...
Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Main Duties and Responsibilities:- Achieve a comprehensive understanding of the new busin...
We are working with a reputable SJP firm in London looking to take on a Financial Administrator. This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive en...
Our client is looking for a talented Paraplanner to join their team. You will be joining a SJP practice based in Central London, who offer a hybrid working model. Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providin...
Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initi...
Our client is looking for an experienced Paraplanner to join their expanding team in London. As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be t...
Our client is looking for a Wealth Management Administrator to join their team in Epsom. You will help support an IFA practice, providing first class administration. This position will be an office-based role. Key Responsibilities: - Prepare and pa...
We have a new opportunity for a Paraplanner to join our clients based in Central London. The role will involve liaising with advisers, providers and office staff to promote the company’s services to the highest standards of compliance with current FCA regulations....
Our client is looking for a Financial Administrator to assist their busy practice in Cambridge. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. The client will also offer financial su...
Our client is looking for a Junior Financial Adviser to join their expanding team, based in London. This is an exciting opportunity for those who have little to no experience working as a Financial Adviser in the UK and who are close to achieving or have the Level 4 Qua...
We’re seeking an experienced Employee Benefits Administrator to join our clients' Employee Benefits team in Leicester. This role is ideal for someone who enjoys managing client portfolios, providing high-quality administrative and consultative support, and contrib...
Our client is looking for a Junior Paraplanner to join their team based in Hertford. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that will enable...
We are working with a well-established SJP Firm based in Elstree that are looking to take on a new Practice Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. You w...
Our client is offering an exciting opportunity to join their team as a Senior Wealth Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financ...
We are looking for a Financial Administrator for our clients based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in...
We are working with a well-established SJP Practice based in Epsom that are looking to take on a new Operations Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their team. Y...
We are seeking an experienced and proactive Operations Manager to oversee the smooth running of our client's business activities. This role is ideal for someone who thrives on improving processes, leading teams, and ensuring operational excellence across all functions. ...
Our client is looking for a Business Development Executive to join their team based in their London office. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in o...
We are seeking a Client Services Administrator to join a well-established financial services firm based near to Birmingham. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking ...
Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clients...
We have a new opportunity for a Paraplanner to join our clients based in Central London. The role will involve liaising with advisers, providers and office staff to promote the company’s services to the highest standards of compliance with current FCA regulations....
Our client is looking for an IFA Administrator to join their busy team in London. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, build...
Our client is looking for a Wealth Planner to join their team based near Faversham, Kent. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate c...
We’re seeking an experienced Employee Benefits Administrator to join our clients' Employee Benefits team in Manchester. This role is ideal for someone who enjoys managing client portfolios, providing high-quality administrative and consultative support, and contri...
Our client is looking for a Financial Administrator to assist their busy practice in Marlow. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. The client will also offer financial...
Our client is looking for a Marketing Assistant to join their expanding team based in London. The Marketing Executive plays a vital role in a dynamic, fast paced marketing team and is responsible for planning, developing and delivering marketing content that's unique an...
Our client is a rapidly growing Top 30 professional services firm with a thriving Private Client team, including a specialist and expanding Trusts function. As the Trusts sub-team continues to grow, they are seeking a Trusts Manager to support the management and develop...
Our client is seeking an experienced Compliance Manager to lead and develop their Compliance function. In this role, you will help ensure the business consistently delivers service excellence while operating to the highest regulatory and operational standards. ...
An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Pl...
Our client is looking for a talented individual to join their Financial Planning Support team for a full-time permanent role in the administration team, based in North London. Relevant financial services experience is essential and some knowledge of the Curo (Microsoft...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Chepstow. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ad...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Swaffham. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ad...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Saffron Walden. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-mar...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Peterborough. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-marke...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Kings Lynn. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Harpenden. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market a...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Chelmsford. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Newport. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market adv...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Bridgend. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ad...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Aberystwyth. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Hereford. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ad...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Kingsbridge. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Belfast. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market adv...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Bath. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Swindon. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market adv...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Sidmouth. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ad...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Bristol. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market adv...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Wendover. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ad...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Wokingham. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market a...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Chichester. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Epsom. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advic...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Farnborough. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in New Milton. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Tunbridge Wells. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-ma...
Ready to find your next role?
We are ready to support your journey, guiding you through the job market and industry. We will be there every step of the way!
Ready to see some great CVs?
We’ll connect you with top-tier talent that fits your business - fast, confidential, and hasslefree.
Let’s talk today!
Want to speak to us? Talk to one of the team today about what you are looking for!