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10 Open positions

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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Experienced IFA

Company: Austyn Smith Associates Limited

Description:

Experienced IFA Are you are an experienced financial adviser, ready to move up to the next level of income and responsibility, in a senior role, offering stakeholder progression? Austyn Smith Associates Ltd , are an award-winning independent financial advisory firm, offering a fantastic opportunity to take control of your career. Offering responsibility for servicing and developing both new and established clients, we offer excellent potential to grow your business within …

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Office Coordinator / Administrator

Beaconsfield, United Kingdom

Company: Austyn Smith Associates Limited

Description:

Office Coordinator / Administrator Are you looking for a challenging role that allows you to take ownership of your workload? Are you a team player who can multitask and help us coordinate and develop our office support? We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary. Opportunity We are a growing, independently …

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Receptionist / Business Assistant

Glasgow, United Kingdom

Company: Spectrum Wealth

Description:

Receptionist / Business Assistant Spectrum Wealth | Glasgow Full-time | Permanent | Office based £25,000 - £28,000 Do you love people, conversations and creating a warm welcome? Spectrum Wealth is looking for a Receptionist / Business Assistant to be the friendly face and warm welcome to our business. This is a front-of-house role with real responsibility, genuine career opportunities, and variety — perfect for someone who is naturally organised, proactive, …

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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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Paraplanner

Bristol, United Kingdom

Company: Aspire Financial Planning - Bristol

Description:

Paraplanner – Aspire Financial Planning, Bristol £42,000–£47,500 Are you an experienced Paraplanner or Senior Paraplanner (DipPFS or Chartered) looking for a role where your expertise will be highly valued? At Aspire Financial Planning we deliver clear and transparent financial advice whilst at the same time creating exceptional experiences for our clients. Based in Bristol's leafy Queens Square , we work with high-net-worth individuals and business owners, taking pride in every …

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Operations Manager

Company: Just Us Financial Solutions Ltd

Description:

Operations Manager Location: London (Hybrid 2-3 days in the office) Salary: £45,000 - £60,000 Be the operational backbone of a growing boutique financial planning firm. Are you the calm, organised and experienced operations professional who can be the steady centre of our business? Do you already work as an Operations Manager or are you a highly regarded PA/EA ready for a senior operational position? This is your opportunity to join …

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Paraplanner

Romford, United Kingdom

Company: Rosemount IFA Ltd

Description:

Paraplanner Location: Gidea Park Salary: Circa £50,000 + benefits Are you an experienced career paraplanner looking for your next opportunity? Would you like to move into advising one day and are you looking for an employer that will support you with this? At Rosemount you'll join our close-knit team in a role where your technical skills, attention to detail, and client-first mindset will be highly valued. Day-to-day, you'll work closely …

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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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Chartered Paraplanner - remote

Company: Canford and Castle

£ None - 60,000.00

Description:

Chartered Paraplanner - remote Location: Fully Remote (UK-based) Salary: to £60,000 Contract: Full-time, Permanent Are you an exceptional Chartered Paraplanner looking to join a high-performing, supportive team where your technical expertise is genuinely valued? At Canford and Castle , were an independent financial adviser with big ambitions and a strong, collaborative culture no egos, just a robust team-centric approach. We're looking for someone who combines deep technical knowledge with a …

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