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.
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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...
Read MoreExecutive 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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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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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...
Read MoreExecutive 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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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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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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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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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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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...
Read MoreFinancial 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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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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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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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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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...
Read MoreExecutive 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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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...
Read MoreFinancial 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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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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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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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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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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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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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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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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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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