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Current Job Opportunities

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 below to find your next career move or get in touch for personalised job matching and career advice.

Paraplanner (SJP) - Harrow, London

Paraplanners

London

31/08/2025

Position: Paraplanner (SJP) - Harrow, London
Pay: £35k - £50k

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 Place Wealth Management. The su...

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Paraplanner - Horsham

Paraplanners

Horsham

28/08/2025

Position: Paraplanner - Horsham
Pay: £40,000 - £45,000
Ref: #3410015

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 data, preparing reports, and d...

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Paraplanner - Chester

Paraplanners

Chester

15/08/2025

Position: Paraplanner - Chester
Pay: £40,000 - £45,000
Ref: #3166480

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. Our client offers hybrid working from ...

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Senior Paraplanner - Horsham or Chelmsford

Paraplanners

Horsham

15/08/2025

Position: Senior Paraplanner - Horsham or Chelmsford
Pay: £30k - £40k
Ref: #3399850

Our client is looking for a Senior Paraplanner to work full-time in their office at Horsham or Chelmsford.  Main Duties and Responsibilities:   To promote and always work towards company policy of delivery of Client Best Interest outcomes. To always ensure adherence to the suite of po...

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PA to Board of Directors - Brighton

Financial Administrators

Brighton

15/08/2025

Position: PA to Board of Directors - Brighton
Pay: £30,000 - £35,000
Ref: #3373156

Our client is looking for a professional PA support to the Board of Director to assist and support them in prioritising business processing and manage workflows via planning and organisation to achieve their objectives. Candidates must have at least 2 years of experience in St James Place Partner Pr...

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Paraplanner - Brighton

Paraplanners

Brighton

15/08/2025

Position: Paraplanner - Brighton
Pay: £40,000 - £45,000
Ref: #1701620

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 advisers to focus on client relation...

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Financial Adviser - Berkswell

Financial Planners & Advisers

Berkswell

11/08/2025

Position: Financial Adviser - Berkswell
Pay: £50,000+
Ref: #3398751

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 responsibilities Prospecting and...

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Marketing Assistant / PA (Financial Services) - Solihull

Financial Administrators

Solihull

11/08/2025

Position: Marketing Assistant / PA (Financial Services) - Solihull
Pay: £25,000 - £32,000
Ref: #3382280

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 clients and assist in bringing new ...

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Wealth Management Administrator - Hinckley

Financial Administrators

Hinckley

11/08/2025

Position: Wealth Management Administrator - Hinckley
Pay: £25,000 - £30,000
Ref: #3382265

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 and their clients Preparation ...

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Advice Assistant (Wealth Management) - London

Financial Administrators

London

07/08/2025

Position: Advice Assistant (Wealth Management) - London
Pay: £28,000- £35,000
Ref: #3383015

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Central London. This dual-role position requires a strategic, proactive individual capable of providing high-level support while managing client relationships with professionalism and efficiency. You ...

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Paraplanner - London

Financial Administrators

London

03/08/2025

Position: Paraplanner - London (F)
Pay: £35k - £50k

We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a global investment management firm, helping to analyse prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investm...

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Junior Paraplanner (SJP) - London

Financial Administrators

London

03/08/2025

Position: Junior Paraplanner (SJP) - London
Pay: £25k - £30k

Our client is looking for a commercially-minded and article individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will be hybrid (4 days in...

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Financial Adviser (Self-Employed) - London

Financial Administrators

London

03/08/2025

Position: Financial Adviser (Self-Employed) - London
Pay: Self-Employed Package

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 joining a well-established SJP practice on a self-employed basis. For this role, we are looking for a candidate with at least 2 years ad...

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Financial Adviser - London

Financial Administrators

London

03/08/2025

Position: Financial Adviser - London
Pay: £60k - £75k

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. Other responsibiliti...

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Senior IFA Administrator - Hailsham

Financial Administrators

Hailsham

29/07/2025

Position: Senior IFA Administrator - Hailsham
Pay: £40,000 - £50,000
Ref: #2482712

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 providing support to the Mana...

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Financial Administrator (SJP) - London, Harrow

Financial Administrators

Harrow

29/07/2025

Position: Financial Administrator (SJP) - London, Harrow
Pay: £25,000 - £30,000

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Harrow, London. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will req...

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Financial Administrator (Xplan) - London

Financial Administrators

London

27/07/2025

Position: Financial Administrator (Xplan) - London
Pay: £28k - £33k
Ref: Holborn2

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. This will be a hybrid position, working 3 days in the office and 2 days remotely.   PRINCIPAL DUTIES Review ...

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Business Manager (Wealth Management) - London, Lombard Street

Executive Financial Roles

London

27/07/2025

Position: Business Manager (Wealth Management) - London, Lombard Street
Pay: £30,000 - £40,000
Ref: #1270710

We are working with an Appointed Representative of St. James's Place Wealth Management who are looking to take on a new Business Manager at their London office. You will become a core part of the business, building strong external relationships and supporting advisers. Our client offers great benefi...

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Wealth Management Executive Team Leader - Berkswell

Executive Financial Roles

Berkswell

27/07/2025

Position: Wealth Management Executive Team Leader - Berkswell
Pay: £35,000 - £45,000
Ref: #1325015

We are looking to take for a Wealth Management Executive Team Leader to join our clients team based in Berkswell. You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain e...

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Wealth Management Relationship Associate - Berkswell

Financial Administrators

Berkswell

27/07/2025

Position: Wealth Management Relationship Associate - Berkswell
Pay: £23,000 - £30,000
Ref: #2482686

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 suitability reports in line w...

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Paraplanner - Wrexham

Paraplanners

Wrexham

27/07/2025

Position: Paraplanner - Wrexham
Pay: £35,000 - £40,000
Ref: #877393

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 Place Wealth Management. The su...

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Head of Operations - Epsom, Surrey

Executive Financial Roles

Epsom

27/07/2025

Position: Head of Operations - Epsom, Surrey
Pay: £40,000 - £60,000 (DOE)
Ref: #3368763

Our client is looking for a new Head of Operations to join their practice based in Epsom, Surrey. We are looking for an extremely experienced candidate, with 10+ years of work history in a similar role. This will be an office based position working for a busy SJP Practice. Role Overview To set the...

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Junior Paraplanner - London

Financial Services Trainees

London

23/07/2025

Position: Junior Paraplanner - London
Pay: £30,000 - £45,000
Ref: #3344636

We are looking for a Junior Paraplanner for our clients based in London, for their Whitechapel office. You will be providing vital paraplanning and administrative support to a team of wealth advisers. We are ideally looking for a candidate who wants to be a career paraplanner. Our client will consid...

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Financial Adviser - Colchester

Financial Planners & Advisers

Colchester

20/07/2025

Position: Financial Adviser - Colchester
Pay: £40,000 - £60,000

Our client is looking to welcome a Financial Adviser into their team in Colchester, 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. Other responsibilities m...

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Adviser Development Manager - London

Executive Financial Roles

London

20/07/2025

Position: Adviser Development Manager - London
Pay: £60,000 + Bonus
Ref: #3295646

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 development for the successful candida...

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Senior IFA Administrator (SJP) - Beckenham, Kent

Financial Administrators

Beckenham

20/07/2025

Position: Senior IFA Administrator (SJP) - Beckenham, Kent
Pay: £30,000 - £38,000
Ref: #3315546

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 liaison. The role will require ...

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Financial Administrator (IFA) - Ashford, Kent

Financial Administrators

Ashford

20/07/2025

Position: Financial Administrator (IFA) - Ashford, Kent
Pay: £30,000
Ref: #3315442

Key Responsibilities: Supporting the businesses financial advisers with administration/support duties relating to a range of Investments and Pensions, including SIPP providers and pension drawdown cases. Preparing and maintaining client files and annual review packs, including valuation stateme...

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Paraplanner (SJP) - Esher, Surrey

Paraplanners

Esher

12/07/2025

Position: Paraplanner (SJP) - Esher, Surrey
Pay: Negotiable
Ref: #3096493

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 Place Wealth Management. This po...

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Paraplanner - Marlow

Paraplanners

Marlow

12/07/2025

Position: Paraplanner - Marlow
Pay: £35,000 - £48,000
Ref: #3177725

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-winning Chartered Financial P...

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Financial Adviser - Ashford

Financial Planners & Advisers

Ashford

12/07/2025

Position: Financial Adviser - Ashford
Pay: £40,000 - £60,000

Our client is looking to welcome a Financial Adviser into their team in Ashford, Kent 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. Other responsibilities...

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Associate Wealth Manager - London

Financial Services Trainees

London

12/07/2025

Position: Associate Wealth Manager - London
Pay: £28,000 - £32,000
Ref: #1249696

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 driven graduate level candidate...

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New Business Administrator (Wealth Management) - London

Financial Administrators

London

29/06/2025

Position: New Business Administrator (Wealth Management) - London
Pay: £25k - £35k
Ref: Finchley4

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 business process and assist...

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Private Client Director - London

Financial Administrators

London

29/06/2025

Position: Private Client Director - London
Pay: £60k+
Ref: CanaryWharf5

Our client is looking for a Private Client Advisor 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 initial and ongoing income for the compa...

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Private Client Administrator (IFA) - London

Financial Administrators

London

29/06/2025

Position: Private Client Administrator (IFA) - London
Pay: £30k - £40k
Ref: Farringdon3

Our client is looking for a Private Client Administrator to join their team, working at their London office 2 days per week. Key Responsibilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Director Work with the Private Client Director to priorit...

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Senior Technical Consultant - London

Financial Administrators

London

29/06/2025

Position: Senior Technical Consultant - London
Pay: £55k - £65k
Ref: Farringdon1

Our client is looking for a Senior Technical Consultant to join their team in London. The role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients. This position will allow hybrid working, and will be 30 hou...

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Training & Compliance Manager - Birmingham

Executive Financial Roles

Birmingham

22/06/2025

Position: Training & Compliance Manager - Birmingham
Pay: £35,000 - £45,000
Ref: #2984322

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 new starters aligned to company,...

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Financial Administrator (IFA) - London, Harrow

Financial Administrators

Harrow

22/06/2025

Position: Financial Administrator (IFA) - London, Harrow
Pay: £25,000 - £30,000
Ref: #2331216

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 cases are submitted. Point of ...

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Paraplanner (IFA) - London, Harrow

Paraplanners

Harrow

22/06/2025

Position: Paraplanner (IFA) - London, Harrow
Pay: £30,000 - £40,000
Ref: #2331217

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: Adherence to Management System &...

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Financial Adviser (IFA) - London, Harrow

Financial Planners & Advisers

Harrow

22/06/2025

Position: Financial Adviser (IFA) - London, Harrow
Pay: £45,000
Ref: #1637843

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 Prospecting and contacting potent...

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Paraplanner - Birmingham

Financial Administrators

Birmingham

22/06/2025

Position: Paraplanner - Birmingham
Pay: £30k - £45k

Our client is looking for a talented Paraplanner to join their team based in Birmingham, to join their Technical Team, supporting their team of Financial Advisers advising Clients on financial strategies, plans and products. Key Responsibilities: -   To assist the Financial Planner in fo...

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Employee Benefits Adviser - Edinburgh

Financial Planners & Advisers

Edinburgh

18/06/2025

Position: Employee Benefits Adviser - Edinburgh
Pay: £50,000 - £55,000
Ref: #3296093

We have a vacancy for an Employee Benefits Adviser to join a well established team based in Edinburgh, Scotland. You will help to deliver the Secondsight employee focused advised and non-advised retirement planning, financial guidance and education propositions. This will be a hybrid working role w...

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Wealth Administrator (SJP) - Ipswich

Financial Administrators

Ipswich

18/06/2025

Position: Wealth Administrator (SJP) - Ipswich
Pay: £25,000 - £30,000
Ref: #2332011

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 liaison. The role will require us...

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Senior Admin/Paraplanner Support - Elstree

Financial Administrators

Elstree

03/06/2025

Position: Senior Admin / Paraplanner Support - Elstree
Pay: £30,000 - £35,000
Ref: #3259046

Our client is looking for a Senior Administrator / Paraplanner Support for their team based in Elstree, Hertfordshire. The role of Paraplanner Support is to work within the Paraplanning Team under the guidance of the allocated Financial Adviser. You will help to support the practice with first class...

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Paraplanner - Birmingham

Paraplanners

Birmingham

24/05/2025

Position: Paraplanner - Birmingham
Pay: £35,000 - £40,000
Ref: #2759460

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 competitive salary on offer. Key Re...

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Wealth Financial Administrator - London

Financial Administrators

London

19/05/2025

Position: Wealth Financial Administrator - London
Pay: £30k - £32k

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 environment.   Responsibi...

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Financial Planning Administrator - London

Financial Administrators

London

19/05/2025

Position: Financial Planning Administrator - London
Pay: £25k - £35k

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, building up relationships where app...

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Wealth Management Executive/Paraplanner - Berkswell

Paraplanners

Berkswell

15/05/2025

Position: Wealth Management Executive/Paraplanner - Berkswell
Pay: £30,000 - £35,000
Ref: #2482686

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 in office and 4 days working ...

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Senior Wealth Administrator - Berkswell

Financial Administrators

Berkswell

15/05/2025

Position: Senior Wealth Administrator - Berkswell
Pay: £30,000 - £40,000
Ref: #1877595

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 and application form preparatio...

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Paraplanner (IFA) - Weybridge

Financial Administrators

Weybridge

12/05/2025

Position: Paraplanner (IFA) - Weybridge
Pay: £30k - £45k
Ref: Weybridge3

Our client is looking for a hard-working individual with Paraplanning experience to join their team based in Weybridge managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Re...

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Danish Speaking Account Executive - Luxembourg

Executive Financial Roles

Luxembourg

11/05/2025

Position: Danish Speaking Account Executive - Luxembourg
Pay: €25,000 - €40,000
Ref: #1378148

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 as you improve your pitch and...

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Dutch Speaking Account Executive - Luxembourg

Executive Financial Roles

Luxembourg

11/05/2025

Position: Dutch Speaking Account Executive - Luxembourg
Pay: €25,000 - €40,000
Ref: #1378148

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 your sales skills as you improv...

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Personal Assistant (SJP) (Wealth Management experience only) - London

Financial Administrators

London

05/05/2025

Position: Personal Assistant (SJP) (Wealth Management experience only) - London
Pay: £35,000 - £40,000
Ref: #2963094

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 time administrative support to...

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Paraplanner - Weybridge

Paraplanners

Weybridge

05/05/2025

Position: Paraplanner - Weybridge
Pay: £45,000 - £50,000
Ref: #3180638

Our client is looking for an experienced Paraplanner to join their team, based in their Weybridge office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice. This will be a hybrid working role, based 2-3 days a week in We...

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Financial Administrator (SJP) - London

Financial Administrators

London

05/05/2025

Position: Financial Administrator (SJP) - London
Pay: £25k - £30k
Ref: LombardSt1

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. This position will be based with a SJP Practice in Central London - hybrid working is available, with 4 days office ba...

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Paraplanner (SJP) - London

Financial Administrators

London

12/04/2025

Position: Paraplanner (SJP) - London
Pay: £35k - £60k (DOE)

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 Place Wealth Management. The su...

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Paraplanner - London (Central)

Financial Administrators

London

12/04/2025

Position: Paraplanner - London (Central)
Pay: £45k - £50k

Our client is looking for a talented Paraplanner to join their team.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and ach...

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Chartered Financial Adviser - Central London

Financial Administrators

London

05/04/2025

Position: Chartered Financial Adviser - Central London
Pay: £60k - £75k
Ref: LeicesterSq1

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 initial and ongoing income for the ...

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Practice Manager (Wealth Management) - London

Financial Administrators

London

05/04/2025

Position: Practice Manager (Wealth Management) - London
Pay: £45k - £55k
Ref: LombardSt2

We are working with a well-established SJP Practice based in London 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 will need to have excellent ...

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Chartered Financial Adviser - London

Financial Planners & Advisers

London

05/04/2025

Position: Chartered Financial Adviser - London
Pay: £80,000 - £90,000
Ref: #2963091

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 initial and ongoing income for the ...

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Financial Administrator (SJP) - London

Financial Administrators

London

05/04/2025

Position: Financial Administrator (SJP) - London
Pay: £28k - £35k
Ref: Mayfair1

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 the future, if that is someth...

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Financial Adviser - Hertfordshire

Financial Administrators

Hertfordshire

29/03/2025

Position: Financial Adviser - Hertfordshire
Pay: £50k+

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 business plan Making sure suf...

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Administrator / PA - Elstree

Financial Administrators

Elstree

29/03/2025

Position: Administrator / PA - Elstree
Pay: £25k - £28k

Our client is looking for an Administrator/PA to join their expanding team based in Elstree, Hertfordshire. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients and assist in bri...

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Paraplanner - Elstree

Financial Administrators

Elstree

29/03/2025

Position: Paraplanner - Elstree
Pay: £40k - £50k

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice that provides bespoke face-to-face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Place Wealth Management. Th...

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Financial Adviser - Leicester

Financial Planners & Advisers

Leicester

23/03/2025

Position: Financial Adviser - Leicester
Pay: £60,000 - £75,000
Ref: #2654879

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 clients. Other responsibilities ma...

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Financial Adviser - Glasgow

Financial Planners & Advisers

Glasgow

23/03/2025

Position: Financial Adviser - Glasgow
Pay: £60,000 - £75,000
Ref: #2509000

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 clients. Other responsibilities may ...

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Financial Administrator - London

Financial Administrators

London

09/03/2025

Position: Financial Administrator - London (LB)
Pay: £20k - £30k

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, to help maintain existing business with current clients, grow business relationships with current clients and assist i...

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Technical IFA Administrator - London

Financial Administrators

London

09/03/2025

Position: Technical IFA Administrator - London
Pay: £35k

Our client is looking for a Technical Administrator to join their IFA firm based in London. The role will suit an experienced Technical Administrator who enjoys working autonomously in a driven and high-performing team.    Accountabilities The role comprises, but is not restricted to: ...

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Senior Financial Administrator - London

Financial Administrators

London

09/03/2025

Position: Senior Financial Administrator - London
Pay: £30k - £40k

Our client is looking for a Senior Financial Administrator to join their team in London.   Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Advisors Work with the Private Client Advisors to prioritise tasks Fields calls and ...

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Financial Administrator - London

Financial Administrators

London

09/03/2025

Position: Financial Administrator - London
Pay: £25k - £28k

Our client is looking for an articulate individual with relevant financial services experience for a full-time permanent role in the administration team, based in London. Key responsibilities:  Acting as the point of contact between advisers, clients and third party product providers Estab...

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Junior Paraplanner (SJP) - Elstree

Financial Administrators

Elstree

19/02/2025

Position: Junior Paraplanner (SJP) - Elstree
Pay: £25k - £30k

Our client is looking for a commercially-minded and articulate individual to join their SJP Practice in its Paraplanning Team as a Junior Paraplanner based in Elstree, Hertfordshire. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This position will b...

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Client Services Support Administrator - St Albans

Financial Administrators

St Albans

09/02/2025

Position: Client Services Support Administrator - St Albans
Pay: £25k - £32k

We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.   The R...

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Recruitment Consultant - Ramsgate

Recruitment

Ramsgate

09/02/2025

Position: Recruitment Consultant - Ramsgate
Pay: £25,000 - £30,000
Ref: #927180

Salary £25,000 - £30,000 Base Year 1 Expected earnings £35- 55K  Qualifications  Recruiting 2 years preferred experience Driving Licence   Benefits  Excellent bonus scheme Company Pension Free parking  Are you looking for a new opportunity ...

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Paraplanner (SJP) - London

Financial Administrators

London

19/01/2025

Position: Paraplanner (SJP) - London
Pay: £40k

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 Place Wealth Management. The su...

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Paraplanner - London

Financial Administrators

London

13/09/2024

Position: Paraplanner (3) - London
Pay: £40k - £45k

Our client is looking for a hard-working individual with Paraplanning experience to join their team based in London, managing wealth for private clients, families and institutions. They provide a highly personal service and offer advice across the full range of Private Client Investment Tax and Reti...

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Paraplanner - London

Financial Administrators

London

05/08/2024

Position: Paraplanner (2) - London
Pay: £50k

Our client is looking for a talented Paraplanner to join their team in London. Accountabilities:  Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets Providing technical resource to the adviser team Acting as an effective point of liaison betwe...

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Financial Administrator - London

Financial Administrators

London

05/08/2024

Position: Financial Administrator - London (1)
Pay: £25k - £30k

Our client is looking for a Financial Administrator to assist independent financial advisers and paraplanners in their busy practice. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people.   You will be: ...

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Financial Administrator - London

Financial Administrators

London

07/06/2024

Position: Financial Administrator - London (2)
Pay: £25k - £30k

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 cases are submitted. Point of ...

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Financial Administrator - London

Financial Administrators

London

07/06/2024

Position: Financial Administrator - London
Pay: £24k - £32k

Our client is looking for a Financial Administrator to join their team in London. Key Responsibilities: Prepare client meeting packs and process action points post meeting. Produce accurate and timely client portfolio summaries and plan schedules. Process new business in line with company proc...

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IFA Administrator - London

Financial Administrators

London

07/06/2024

Position: IFA Administrator - London
Pay: £25k - £35k

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, building up relationships where app...

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Financial Adviser - London

Financial Administrators

London

24/05/2024

Position: Financial Adviser (2) - London
Pay: £60k - £90k OTE

Our client is looking to welcome a Financial Advisor into their team, who offer expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection, and financial planning. As a privately owned business, our client is part of a wider multid...

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Financial Adviser - London

Financial Administrators

London

24/05/2024

Position: Financial Adviser - London
Pay: £45k

Our client is looking to welcome a Financial Adviser into their team in London (Harrow), to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure s...

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Financial Planning Administrator - London

Financial Administrators

London

03/05/2024

Position: Financial Planning Administrator - London
Pay: £30k - £35k

Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in London. They are a boutique wealth management firm based in one of London’s most diverse, creative, and vibrant areas.  As a Financial Planning Administrator, you will...

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Executive Assistant to Managing Partners - London

Financial Administrators

London

16/11/2023

Position: Executive Assistant to Managing Partners - London
Pay: £35k - £42k

Our client, a successful Wealth Management firm in the heart of London, is looking for a EA to assist several Managing Partners. Reporting to the Partners, you will be involved in monitoring all aspects of the Pod Team Administration daily to support the Advisors and PA’s with fulfilling the r...

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