Current Job Opportunities

Position: Paraplanner - Hampshire
Pay: £42,000 - £48,000
Ref: #1610481

Orr client is looking for a hybrid Paraplanner to work as part of the Paraplanning team, the purpose of this role is to support Financial Advisors in the delivery of holistic advice and financial plans for clients. This is a target driven role that entails technical research and report writing ...

Position: Paraplanner Team Leader - Hampshire
Pay: £52,000
Ref: #3399850

Our client, based in Hampshire, is looking for a Paraplanner Team Leader role to manage the Paraplanners on a day to day basis, ensuring pipeline management and case distribution, ensure cases are progressing in a timely manner, highlighting potential concerns to the Paraplanner Manager and to maint...

Position: Paraplanning Manager - London
Pay: £60,000 - £75,000
Ref: #3419393

Our client is looking for a Paraplanning Manager to lead teams within the business in a way that supports delivery of service excellence and operational efficiency. To work with Head of Client Service, other Client Service Managers, and Commercial leaders to ensure an excellent client experience and...

Position: Financial Administrator - Horsham
Pay: £30,000 - £35,000
Ref: #3424602

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-knit and experienced firm. Abou...

Position: Senior Financial Administrator - London
Pay: £35,000 - £40,000
Ref: #3419967

Our client is offering an exciting opportunity to join their team as a Senior IFA 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 Financial Advisers. The ideal cand...

Position: Business Development Manager - London
Pay: £80,000 (base)
Ref: #3421906

Our client is looking for a proven financial services business development professional to join their Wealth Management team in the Midlands/London. This is a senior role for someone with a strong track record in generating new high-quality client opportunities and building lasting relationships wit...

Position: Financial Adviser - Brighton
Pay: £65,000 - £75,000
Ref: #3421853

Our client is looking for a Financial Adviser to deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and acquisitions. Duties & Responsi...

Position: Remote Paraplanner
Pay: DOE
Ref: #3421208

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 person. Their Paraplanners play...

Position: Account Associate (SJP) - London
Pay: £30,000 - £35,000
Ref: #3325248

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 contribute directly to new business d...

Position: Account Manager (SJP) - London
Pay: £35,000 - £40,000
Ref: #3325252

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 new business growth. If you&rsq...

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...

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 ...

Position: Senior Paraplanner - Horsham or Chelmsford
Pay: £30,000 - £40,000
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...

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...

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...

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...

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 ...

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 ...

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 ...

Position: Financial Adviser (Self-Employed) - London
Pay: Self-Employed Package
Ref: #1501515

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...

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...

Position: Financial Administrator (Xplan) - London
Pay: £28,000 - £35,000
Ref: #1887589

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 submitte...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

Position: New Business Administrator (Wealth Management) - London
Pay: £25,000 - £35,000
Ref: #3062660

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 to deve...

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,...

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 ...

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 &...

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...

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...

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...

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...

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...

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 ...

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...

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...

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...

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...

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...

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 ...

Position: Financial Administrator (SJP) - London
Pay: £28,000 - £35,000
Ref: #2892526

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...

Position: Financial Adviser - Hertfordshire
Pay: £45,000 - £50,000
Ref: #3291725

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...

Position: Administrator / PA - Elstree
Pay: £25,000 - £28,000
Ref: #2453961

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...

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...

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 ...

Position: Client Services Support Administrator - St Albans
Pay: £25,000 - £30,000
Ref: #3371940

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 Role Joi...

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 ...