PARAPLANNING MANAGER ( progressive pathway to part of the Senior management team)-London-c £75k, excellent benefits package includes excellent bonus and great WFH pattern. Career progressive opportunity for an experienced Paraplanning Manager to take on this high-profile position within a leading London Chartered Wealth Management firm. Due to a promotion and anticipating further growth of the business in 2025, they are now looking to offer this incredible opportunity to a talented...
Financial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 500 clients assets ranging...
Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per case Manage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff. They offer whole of market financial advice to HNW retirees, accumulators,...
Paraplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London) 3 days in the office per week after training and induction Client facing role - route to Adviser in a few years time My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20 staff with over the past 3 years. They have beautiful offices...
2 x Financial Planner Vacancies Business development centric roles Chartered IFA (Kent based) Salary negotiable bonuses My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs...
BRAND NEW ROLE - Senior Independent Financial Adviser £90k basic salary plus attractive bonus and benefits package with Succession Plan Manage client bank generating from retiring adviser over the next 3 years Book of clients generates £400k of recurring revenue Offices in North Kent near Bromley Hybrid working - come to offices once or twice a week A key client of mine who I have placed 2 staff with in...
Financial Advisor - Servicing Existing clients Offices near Hemel Hempstead (Hertfordshire) Hybrid working offered Full administration and paraplanning support provided Salary: £50k - £60,000 (DOE)&Excellent Benefits My client are a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the Home Counties, Surrey, Sussex, Kent and Hertfordshire . In their current setup they manage the affairs of...
Financial Advisor - Servicing Existing clients Offices near Hemel Hempstead (Hertfordshire) Hybrid working offered Full administration and paraplanning support provided Salary: £50k - £60,000 (DOE)&Excellent Benefits My client are a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families and SME owners based across the Home Counties, Surrey, Sussex, Kent and Hertfordshire . In their current setup they manage the affairs of...
Senior Paraplanner Vacancy – Up to £65,000 Chartered IFA firm - West End Offices (Central London) 3 days in the office per week after training and induction My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 20 staff with over the past 3 years. They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators,...
Paraplanner (Client facing) Sevenoaks, Kent C £45000 - £50000 Bonus/Benefits The Opportunity Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. The environment you will work in will be one that...
BRAND NEW ROLE - Financial Adviser Manage book of clients - £150k of recurring revenue City of London offices - hybrid role Whole of market Chartered IFA firm £60k - £65k - 1.2 x validation to earn bonuses A key client of mine who I have placed 10 staff with are a national Chartered IFA firm with over £10bn AUM across the UK. They have grown exponentially over the past...
Paraplanner – With potential to become Financial Advisor Average Client £AUM between £750k-£1m Hybrid Working – Based in Bagshot, Surrey Up to £48-55k basic salary revenue related salary increases My client are a well-established Independent Financial Advice firm with offices based near Bagshot in Surrey. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the Southeast of England. They...
Qualified Financial Advisor (Employed Role)- Managing Existing Clients (£500k - 50m) Ideally 5 years of Advising experience required Boutique, Established and family owned IFA firm Offices near Hemel Hempstead (Hertfordshire)- Salary: £65,000 - £80,000&Bonus A unique opportunity has risen for my client who are an independent wealth planning firm with offices near Hemel Hempstead. They offer whole of market financial advice to local and international families and SME owners based...
Paraplanner to Advisor Opportunity - £45,000 - £65,000K - Hitchin/Stevenage Qualified Paraplanner route to Advisor Hitchin, North Hertfordshire £45,000- £65,000 (Depending on Experience) Would consider Part Time Applicants Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up t0 150m. This role offers a great opportunity for the right candidate to...
Paraplanner route to Servicing Financial Advisor Position (Wealth Management) Location: Colchester Office, Essex Salary: £40,000 £50,000 (DOE)– Career Progression – Study Support , Supportive culture, Great Opportunity – Office Based Are you ready to take the next step in your career as a paraplanner? Our client is searching for a skilled and passionate individual who is eager to grow and advance towards becoming a Servicing Financial Advisor . This role...
BRAND NEW ROLE - Independent Financial Adviser (Colchester Essex) £50k - £70k basic salary plus attractive bonus and benefits package Manage client bank generating from retiring adviser over the next 3 years and bring on new clients Offices based in Colchester (Essex) Hybrid working - come to offices once or twice a week A key client of mine whom we have worked with for the past 5 years and due...
Outstanding opportunity for a driven and entrepreneurial Financial Adviser Chartered IFA Firm - Offices in City of London Self-employed role with a financial draw/support for 12 - 18 months Do you have a pipeline of business? c.£20m - £25m AUM who will follow you now or after restricted covenants IFA, restricted or banking backgrounds are welcomed Uncapped earning potential: £150k - £300k with periodic capital events As a successful self-employed...
TECHNICAL PARAPLANNER ( opportunity to transition into Advice)-London- WFH opportunity To £55k, Excellent benefits package including study support towards Chartered, hybrid working if required, mentoring programme, wonderful vibe, collaborative environment Opportunity Highlights Role has arisen due to promotion of the present Paraplanner to Advice Superb opportunity for a Level 4 Diploma Qualified Paraplanner to join a London based award-winning wealth management firm Opportunity to attend client meetings Improve your Technical...
SENIOR PARAPLANNER ( Opportunity to be the Technical expert) London- 2 days in the office To £65k, a top benefits package Exceptional opportunity for a Senior Paraplanner who enjoys the Technical aspects of Financial Planning to join a highly respected London based business where you will enjoy an extremely well-balanced working life where the welfare of their staff is of great importance whilst your career develops even further. Opportunity Highlights...
TECHNICAL PARAPLANNER ( opportunity to offer training/mentoring for a career paraplanner)-London- Hybrid working pattern- to £70k with great list of benefits as listed below Excellent opportunity for an experienced Diploma Qualified Paraplanner to join this growing and ambitious independent boutique wealth management firm in the centre of London with the opportunity to offer your training and mentoring skills to the business. Opportunity Highlights Business provides financial planning and investment management...
Qualified Financial Advisor (Employed Role)- Managing Existing Clients (£500k - 50m) Ideally 5 years of Advising experience required Boutique, Established and family owned IFA firm Offices near Hemel Hempstead (Hertfordshire)- Salary: £65,000 - £80,000&Bonus A unique opportunity has risen for my client who are an independent wealth planning firm with offices near Hemel Hempstead. They offer whole of market financial advice to local and international families and SME owners based...
EXPERIENCED MORTGAGE ADMINISTRATORS-London-hybrid working To £35k, comprehensive benefits package and excellent working environment Excellent opportunity to demonstrate your Mortgage Admin skills working with high profile Clients within the Mortgage arm of a well-established London based Financial Planning firm. Due to the increased number of referrals the business is looking for additional members to join this small dynamic team of individuals Opportunity Highlights Wonderful opportunity for an established Mortgage Administrator with...
2 x Independent Financial Planner Vacancies Offices in Epsom - with hybrid working Manage existing clients from a retiring adviser - £200k of ongoing revenue £60k - £65k basic salary with bonuses on top My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators,...
TECHNICAL PARAPLANNER ( Client facing with opportunity to transition into Advice)-London- To £55k, Excellent benefits package including study support towards Chartered, hybrid working if required, mentoring programme, wonderful vibe, collaborative environment Opportunity Highlights Role has arisen due to promotion of the present Paraplanner to Advice Superb opportunity for a Level 4 Diploma Qualified Paraplanner to join a London based award-winning wealth management firm Opportunity to attend Client meetings Improve your...
SENIOR PARAPLANNER ( progress to Advice in short period)-North London C £54/60k, hybrid working, Bonus structure, competitive pension, study to complete Chartered status, future career development, extensive holiday allowance My Client, an award-winning North London Financial Advisory firm, takes pride in providing a comprehensive financial planning service to both Private Clients and Corporates supported by a truly professional team. Additional to providing investment, pension and protection planning they offer a...
2 x Financial Planner Vacancies Medium sized IFA (Kent based) Salary negotiable bonuses My client are a Chartered independent wealth planning firm with offices across Kent who I have met and placed 7 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.2000 clients...
BRAND NEW VACANCY - Financial Planner Offices in Tunbridge Wells (Kent) Manage existing clients and generate some new business £55k - £65k basic salary with bonuses on top 2 years of advising experience required Full admin and paraplanning support "Super Bonus" after 5 years of service (Up to 100% of salary) My client are a Chartered independent wealth planning firm with offices across the UK who I have met and...
Independent Financial Planner - Servicing role Remote role - come to Croydon office a few days per month Manage £30m AUM of existing clients (pre-retirement age clients) £60k - £65k basic salary with bonuses on top My client are a Chartered independent wealth planning firm with offices in Croydon who I have met and placed staff with in 2024. They offer whole of market financial advice to HNW retirees, accumulators,...
TECHNICAL PARAPLANNER ( opportunity to progress into a Team Leader/Manager role) London- hybrid working C £70k with great list of benefits as listed below Excellent opportunity for an experienced Diploma Qualified Paraplanner to join this growing and ambitious independent London based boutique wealth management firm where you will be supported with your progression into a Paraplanning Management post Opportunity Highlights Career opportunity for an experienced CII Diploma Qualified Paraplanner looking...
SENIOR PARAPLANNER (grow your technical knowledge and move into Advice) London- To £60k, Excellent benefits package including study support towards Chartered, hybrid working, mentoring programme, wonderful vibe and offices, collaborative environment Immerse yourself into a Technical Paraplanning role with a diverse HNW client portfolio. Due to an internal promotion, you will also now be offered a defined route to Adviser with this independent IFA working out of their charming London...
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