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13 Open positions

Servicing IFA Adviser

Lingfield, United Kingdom

Company: Miller Knight Financial Planning

Description:

Servicing IFA Adviser Miller Knight | Lingfield, Surrey £50,000 – £65,000 depending on experience | Hybrid | Full-time A financial planning role where the clients really are waiting for you. Plenty of Adviser roles promise that you'll be given clients to look after. This one actually will. Miller Knight is looking for a Servicing IFA Adviser to join its established team and take responsibility for a group of existing clients …

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Paraplanner

Lingfield, United Kingdom

Company: Miller Knight Financial Planning

Description:

Paraplanner Miller Knight | Lingfield, Surrey £45,000 – £60,000 | Hybrid | Full-time A proper paraplanning role for someone who loves the technical side of financial planning. If you're a Paraplanner who wants to do more than process paperwork and populate reports, this should be worth a conversation. Miller Knight is looking for an experienced Paraplanner to work closely with the Managing Director, playing a genuinely important role in forming …

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Operations Manager - Multi-Family Office

London, United Kingdom

Company: Recruitment Rebellion

Description:

Operations Manager Investment/Wealth Management/Multi-Family Office | City of London £50,000 | Full-time | Mainly office-based with hybrid days If you know financial planning or wealth management operations inside out — and you're the kind of person who can't help thinking about how systems, processes and technology should fit together — this could be for you. We are looking for an Operations Manager to help build the operational model behind a …

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Operations Manager

Stockport, United Kingdom

Company: Recruitment Rebellion

Description:

Operations Manager Financial Planning Firm | Stockport £50,000 – £65,000 | Office-based/Hybrid Some Operations Manager roles are about keeping things ticking over. This one is about helping move a business forward. We're recruiting for an established, independent Chartered financial planning firm in Stockport that has ambitious plans for its future. They're looking for an experienced Operations Manager who has already worked within a wealth management or financial planning business in …

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Investment Associate

London, United Kingdom

Company: Tanager Wealth Management LLP

Description:

Investment Associate £38,000 – £42,000 depending on experience | Central London | Riverside office with on-site Nuffield Health gym, swimming pool and café The role Are you already working within wealth management, investment management or a similar financial services environment and looking to develop your career within an investment team? Tanager Wealth Management is looking for an Investment Associate to join its growing Investment Team in the City of London. …

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Aspiring Financial Planner

Glasgow, United Kingdom

Company: Spectrum Wealth

Description:

Aspiring Financial Planner Spectrum Wealth | Glasgow Full-time | Permanent | Office-based Salary up to £50,000 Spectrum Wealth is looking for an Aspiring Financial Planner who is ready to step into a business where everything is already in place — clients, systems, support, mentoring, and a clear, planned career path. If you're DipPFS Level 4 qualified, have a minimum of two years' financial services experience — essentially in a client-facing …

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Associate Financial Planner

Rearsby, Leicester, United Kingdom

Company: Optimum Path Financial Planning

Description:

Associate Financial Planner Rearsby, Leicestershire | Hybrid working £35,000 - £50,000 depending on experience and qualifications | Study support | Route to Financial Planner Want to become a Financial Planner but need the right opportunity to get there? You might already be a Paraplanner who wants to move into advice or a Trainee Adviser already working towards authorisation. Or you may have built a successful career in another profession and …

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Entry Level Administrator

Bagshot, United Kingdom

Company: HC Wealth Management

Description:

Entry Level Administrator HC Wealth Management – Bagshot, Surrey £23,000 - £25,000 – hybrid working Are you looking to start your career in financial planning? No previous experience required. Opportunities to get into financial planning at trainee level don't come along very often. HC Wealth Management is looking for someone who wants to learn, get stuck in and build a long-term career within the profession. You don't need to arrive …

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Senior Financial Planning Administrator

Kidlington, United Kingdom

Company: Strategic Vision

Description:

Senior Financial Services Administrator Kidlington | £30,000 - £35,000 Are you looking for an experienced Financial Services Administrator opportunity where you'll genuinely be valued? If you've built your career supporting Financial Advisers and enjoy keeping everything running smoothly behind the scenes, we'd love to hear from you. Strategic Vision Wealth Management is looking for an experienced Senior Financial Services Administrator to join our friendly, values-led independent financial planning firm. We're …

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Trainee Financial Planner

Northleach, Cheltenham, United Kingdom

Company: de Lisle Financial Planning

Description:

Trainee Financial Adviser Northleach, Gloucestershire (Hybrid - 4 days in the office) £40,000 - £50,000 plus bonus | Fully funded Diploma | Genuine career change opportunity Ready for a second career that really means something? We're looking for someone who has already built a successful career in another profession and is now looking for a long-term move into financial planning. You might have worked in banking, recruitment, professional services, been …

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