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9 Open positions

Chartered Paraplanner

Solihull, United Kingdom

Company: Lucent Financial Planning

Description:

Chartered Paraplanner Solihull | Lucent Financial Planning Hybrid Salary: £55,000 – £75,000 depending on experience Benefits: 30 days holiday + bank holidays, pension, bonus scheme, protection benefits and private medical. Are you looking for a senior paraplanner role that is anything but ordinary? Can you be the person that represents us as the technical voice of our business? Lucent is a Chartered client-focused financial planning firm that believes financial planning …

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Mortgage Consultants

Company: Equity and General

Description:

Mortgage Broker – Self Employed / Employed Self-employed Are you looking to enhance your proposition and build sustainable and long-term business value? Equity General Financial Services is expanding its Pecunia Partnership Programme and is seeking up to 10 experienced, self-employed mortgage brokers to join us in a long-term strategic partnership. This is not a salaried role. We are looking for established professionals who operate on a self-employed basis and can …

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Trainee Paraplanner

Bristol, United Kingdom

Company: Aspire Financial Planning - Bristol

Description:

Trainee Paraplanner Bristol | Full-time | £28,000 – £32,000 Financial Planner Assistant role with clear paraplanner pathway Are you an experienced IFA Administrator ready to step up? We're looking for someone ambitious who wants structured development, real mentoring, and a clear pathway into paraplanning. You'll join initially in a Planner Support role, building strong technical foundations before progressing into an Assistant Paraplanner position as you progress with your CII Diploma …

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Graduate Financial Planning Administrator

London, United Kingdom

Company: Recruitment Rebellion

Description:

Graduate Financial Services Administrator London | £25,000 | Immediate start Looking for a graduate role with real career progression — not just a stop-gap job? We're recruiting a Graduate Financial Services Administrator to join a respected and established financial planning firm based in London . This is a genuine entry-level opportunity with full training provided and clear long-term prospects. No experience is required. What matters most is attitude, ability, and …

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IFA Technical Administrator - part-time

Albury, Guildford, United Kingdom

Company: Estate Financial Planning

Description:

IFA Technical Administrator – part-time Albury, Surrey £28,000 - £32,000 FTE Part-time Technical Administrator required. Excellent opportunity to join a close-knit, high performing team working from our office near Guildford, in the Surrey Hills. Are you an experienced IFA administrator looking to use your skills in a part-time role? (4 days per week, 9am to 1pm or please let us know what suits you best). Do you enjoy working on …

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Paraplanner

London, United Kingdom

Company: Tanager Wealth Management LLP

Description:

Paraplanner Hybrid (3 days office / 2 home) Total package in excess of £70,000 Fantastic office with gym, swimming pool and great central London location near mainline transport links. Are you looking for a role as a paraplanner and do you hold the CII Level 4 Diploma in Financial Planning? Tanager Wealth Management is a 45-person, fast-growing financial planning firm with a reputation for doing things properly — for clients …

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Administrator

Bagshot, United Kingdom

Company: HC Wealth Management

Description:

Administrator – with a client onboarding focus! HC Wealth Management Bagshot, Surrey | Hybrid (2 days office / 3 days home) £25,000 – £35,000 (flexible for the right experience) Full-time | Permanent The Opportunity HC Wealth Management is a professional, accredited financial planning firm where client experience genuinely matters. We're looking for an Administrator to take full ownership of the process of bringing new clients into the business. You'll be …

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IFA Administrator

Stonehouse, United Kingdom

Company: Clear Future Financial Planners

Description:

IFA Administrator Financial Planning | Client Administration | Permanent, Full-Time Gloucestershire – easy access from the M5 – lovely converted farm building with plenty of parking. £28,000-£33,000 Are you an experienced and highly organised IFA Client Services Executive? Do you enjoy being busy and making a real difference to clients? This is a fantastic opportunity to join Clear Future Financial Planners, a well-established, fully independent financial planning firm. We work …

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Head of Compliance

Company: Recruitment Rebellion

Description:

Head of Compliance (SMF16/17) London/Peterborough Hybrid or Remote | Up to £100,000 + Equity This prominent and innovative business is seeking a Head of Compliance to take on SMF16/17 responsibilities and play a key strategic and leadership role in our growing fintech business. They believe everyone in the UK should have access to regulated financial advice , and they combine deep expertise in financial planning with the agility of digital …

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