Hybrid (3 days office-based)This is an excellent opportunity for a technically strong Paraplanner who enjoys the analytical side of financial planning and wants to play a key role in delivering high-quality advice to clients. The position offers exposure to complex financial planning work, with a strong focus on technical analysis, cashflow modelling, research, and report writing rather than administration.Working closely with Financial Planners, you'll help create robust, client-focused ...
ParaplannerLeicestershire (our ref AL1420)Salary £35,000 - £42,000 dep on experience + generous benefits package inc parking and hybrid working after initial training and inductionMy client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to high-net-worth clients across the UK from their Leicestershire based offices.In 2026, they were proud to receive Professional Adviser’s “Best Financial Advisers to Work for” award for...
My client is a well-established Financial Planning firm with offices based in rural Norfolk.My client can offer an excellent working environment, working in their beautiful purpose-built office building, here you will feel well looked after and valued as part of an established, professional and positive team.My client based on the outskirts of Norwich, have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff.The ...
Business AnalystBristol | Hybrid Working | £50,000 + BenefitsWe're working with a growing wealth management and financial advice business that is investing heavily in improving how it operates, serves clients and supports advisers.As part of this investment, they are building a dedicated Business Analysis & Change function and are looking to appoint a Business Analyst with a genuine understanding of how a UK financial advice business operates. This is not a highly technical Business Analyst ...
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial ...
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial ...
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial ...
Recruit Wealth are delighted to be representing one of the largest and fastest growing national Financial Planning businesses, currently seeking an experienced IFA Administrator to join one of their highly successful regional offices, part of a thriving network of national locations across the UK.This award-winning business has built an excellent reputation for delivering high-quality, financial advice, providing a truly holistic service across pensions, investments and long-term financial ...
Client Service Team Leader £35,000 - £40,000 | Hybrid Corsham (preferred) / Shaftesbury / Poole / SherborneA well-established Financial Planning practice is looking to appoint a Client Service Team Leader to oversee its client services and adviser support function across multiple offices.Leading a team of 8-12, you'll ensure advisers have the support they need to deliver an outstanding client experience, overseeing everything from new business and ongoing servicing through to meeting preparation...
Financial Advisor – Exciting Opportunity with a Fast-Growing Wealth Management FirmAre you a driven Financial Advisor seeking your next career move with a dynamic, forward-thinking wealth management business? This Financial Advisor job offers the perfect blend of high-quality leads, professional support, and genuine career progression.Our client, a highly respected financial planning firm backed by significant investment, is experiencing rapid growth and needs talented Financial Advisors to join...
