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Active jobs (205)

Financial Adviser – Sevenooks (Hybrid) – £60‑70K + Bonuses

Sevenoaks Hybrid 1 month ago

About the roleWe are seeking an experienced Financial Adviser to join a well‑established boutique chartered firm in Sevenoaks. You will support an exi...

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Graduate Trainee – Wealth Management (Hybrid, London)

London Hybrid 1 month ago

About the roleThis entry‑level graduate trainee position is with a boutique, independent wealth management firm in the City of London. You will start...

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FE Analytics

Financial Administrator

Tonbridge Permanent 1 month ago

About the roleWe are looking for an experienced Financial Administrator to join a well‑established, family‑run independent financial planning practice...

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Paraplanner – Hybrid – £45‑50k + Bonus + Benefits

Sevenoaks Hybrid 1 month ago

About the roleAn exciting opportunity exists for a qualified Paraplanner to join a well‑known Chartered Financial Planning firm in Sevenoaks. The role...

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Pensions Investments Inheritance tax Estate planning Protection

Client Relationship Administrator – Maidstone, Kent

Maidstone Permanent 1 month ago

About the roleWe are seeking an experienced Client Relationship Administrator to support a growing financial planning practice in Maidstone. The role...

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CRM systems

Senior Technical Paraplanner – Route to Adviser

London Hybrid 1 month ago

About the roleThis senior technical paraplanner position offers a unique pathway to becoming a fully qualified adviser. Based in London with hybrid wo...

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cashflow modelling portfolio construction

Paraplanner – Up to £55k + Bonus & Benefits

Haywards Heath 1 month ago

About the roleOur client, an independent wealth planning firm near Haywards Heath, is creating a brand‑new Paraplanner position to support a team of C...

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Senior Chartered Paraplanner – Path to Financial Adviser

Marlow Hybrid 1 month ago

About the roleWe are seeking an experienced Senior or Chartered Paraplanner to join a respected independent wealth management practice in Marlow. The...

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Financial Adviser – Equity Opportunity in Guildford

Guildford 1 month ago

About the roleJoin a respected independent financial planning firm in Guildford as a Financial Adviser. You will inherit a solid client portfolio and...

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Independent Financial Adviser – £65k Salary + Bonus (Surrey)

Epsom 1 month ago

About the roleWe are seeking an experienced Independent Financial Adviser to join our well‑established advisory firm in Surrey. You will inherit a thr...

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pensions and retirement planning investment and wealth management protection planning

Trainee Financial Adviser – Paraplanner Pathway

Wokingham 1 month ago

About the roleBluesky Chartered Financial Planners are seeking an ambitious Paraplanner ready to transition into a Financial Adviser role. This full‑t...

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Director of Financial Advice (Sales) – Senior Leadership Role

Didcot 1 month ago

About the roleWe are seeking an experienced leader to head the financial advice sales function of a boutique wealth management firm in Didcot. Reporti...

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Client Services Assistant – Remote – Up to £35k + Bonus

London Remote 1 month ago

About the roleThe client services team of a fast‑growing wealth management firm is looking for a remote Client Services Assistant. You will support fi...

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Independent Financial Adviser – Up to £90k Salary

Bromley Hybrid 1 month ago

About the roleWe are seeking an experienced Independent Financial Adviser to join our growing wealth‑management practice in Bromley. You will work wit...

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Chartered Financial Planner – London (On-site) – Up to £75,000

London Onsite 1 month ago

About the roleWe are a fully Chartered Independent Financial Advisory firm seeking an experienced Chartered Financial Planner to join our London team....

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financial planning

Paraplanner – Up to £40k Salary, Study Support & Career Progression

Bromley 1 month ago

About the roleWe are seeking an ambitious Paraplanner to join a well‑established wealth‑management practice in Bromley. Working alongside experienced...

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Financial Administrator – Wealth Management (London)

London Hybrid 1 month ago

About the roleThis is a client‑focused Financial Administrator position within a growing wealth‑management practice in London. You will support advise...

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Microsoft Office Intelliflo Concert Hub

Financial Planning Administrator

Godalming 1 month ago

About the roleJoin a well‑established independent financial advisory firm as a Financial Planning Administrator. You will support advisers and parapla...

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Intelligent Office

Client Service Team Associate – Hybrid – £35k + Bonus

Woking Hybrid 1 month ago

About the roleJoin a respected financial planning group as a Client Service Team Associate. Working in a hybrid model, you will support advisers, para...

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Microsoft Office Intelliflo Concert Hub

Senior Paraplanner – Godalming, Surrey

Godalming 1 month ago

About the roleWe are seeking an experienced Senior Paraplanner to join a well‑established independent financial advisory firm in Godalming. You will w...

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Skills

Intelligent Office FE Analytics Pensions Investments cashflow modelling Xplan Salesforce CRM systems Voyant Microsoft Office

Contract type

PERMANENT 8

Location

London 63
Godalming 9
Bristol 8
Farnborough 7
Epsom 7
Maidstone 5
Chelmsford 5
City of London 5
Guildford 5
Watford 5
Colchester 4
Hemel Hempstead 4
Leatherhead 4
Horsham 4
Harrow 3
Amersham 3
Croydon 3
Tonbridge 3
Sevenoaks 3
Bromley 3
Redhill 2
Wendover 2
Kent 2
Haywards Heath 2
Dartford 2
Woking 2
Barnet 2
Hatfield 2
Luton 2
Wisborough Green 1
Aylesbury 1
West Sussex 1
Brentwood 1
Bracknell 1
Essex 1
Bourne End 1
Surrey 1
Braintree 1
Reigate 1
Reading 1
Cressex 1
Cranleigh 1
Marlow 1
Wokingham 1
Didcot 1
Launceston 1
St Austell 1
Barnstaple 1
Exeter 1
Torquay 1
Newbury 1
Cambridge 1
Henley-on-Thames 1
St Albans 1
Hertford 1

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