Paraplanner - Financial Planning Product SpecialistFintech Startup -Product & Technology BuildBasic Salary £60,000 to £70,000 DOELondon Based, Hybrid WorkingReady to use your financial planning expertise to help build the future of advice technology?Are you an experienced Paraplanner looking for something beyond the traditional financial planning environment?We are an ambitious London-based fintech startup developing technology designed to transform how financial planning and regulated ...
This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm.Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over...
This Junior Paraplanner job presents a fantastic opportunity for you to join a growing financial planning firm and take the next step in your career within a supportive and ambitious environment.As a Junior Paraplanner, you will play a key role in supporting financial advisers by delivering high quality research, analysis and client documentation. This Junior Paraplanner job is ideal for someone currently in a financial services administration role who is looking to step up into paraplanning and...
ParaplannerLocation: Altrincham (Hybrid Working – 2-3 days office / 2-3 days home-based)Salary: Up to £55,000 DOE + BenefitsContract: Permanent, Full-TimeThe Opportunity A well-established and growing wealth management firm is seeking an experienced Paraplanner to join its technical support team. This is an excellent opportunity for a detail-oriented financial services professional who enjoys producing high-quality suitability reports, conducting technical research, and supporting advisers in ...
Connected Search Group are exclusively representing a privately owned, multi-entity group and trading operations. Entrepreneurial in approach and commercially driven, the business combines a strong heritage with ambitious growth plans. As the business continues to evolve, there is an increasing focus on structure, performance insight, and the introduction of robust financial leadership to support strategic decision-making.Role OverviewThe Financial Controller will be the senior finance lead for ...
Shadow adviserSalary Range: £50K-£60KAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’, offering a combination of great unencumbered advice with a ...
Residential Property Lawyer Join a well-established and highly respected Kent law firm with a strong reputation for delivering exceptional client service and practical legal advice to individuals, families and businesses across the region.Due to continued growth, the firm is seeking a Residential Property Lawyer to join its thriving conveyancing team in Tunbridge Wells. This is an excellent opportunity to build your career within a supportive and collaborative environment, handling high-quality ...
Senior Financial Services AdministratorLeicester (Our Ref AL1415) – fully office based – Monday to Friday 8am to 4pmSalary £28,000 - £36,000My client is a well-established wealth management firm, and they are seeking an experienced and detail-oriented Financial Services Administrator to join their growing team.This role is ideal for someone with 3+ years’ experience in financial services administration who is confident managing client documentation, liaising with providers, and supporting ...
Client & Adviser Support Team Leader - Financial Planning £35,000 - £40,000 | Wealth Management | South West (Hybrid / Multi-site) Corsham (preferred) / Shaftesbury / Poole / Sherborne In a wealth management business, adviser capacity is only as strong as the support function behind it.This role sits at the centre of that delivery model.You'll lead the financial planning administration and PA support team responsible for enabling Wealth Consultants to focus on client relationships, ...
Brook Street Recruitment is partnering with one of our Wealth Management clients to recruit a qualified Financial Adviser for their growing Belfast team.This employed adviser opportunity is ideal for an experienced, client-focused professional who is Level 4 Diploma qualified and confident delivering regulated advice across pensions, investments, and protection.You will inherit and develop an existing client portfolio, providing high-quality ongoing advice, conducting annual reviews, and ...
