CURRENT JOBS

We are looking for a proactive and organised Client Administrator to support a team of Financial Advisers in delivering an outstanding client experience. This role combines administration, client communication, and basic paraplanning support, with a strong emphasis on c...

We are seeking a detail-oriented and proactive Paraplanner to join a growing financial planning team based in Central Manchester. This opportunity is ideal for a career Paraplanner who holds the Level 4 Diploma in Financial Planning (minimum) and has at least five year...

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Ipswich. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client lia...

We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in London. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advi...

Our client is looking for an Account Manager to join their Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone ready to take greater ownership of client relationships, lead programme delivery, and play an active role in our n...

Our client is looking for Client Service Executive Administration for their existing Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail.  Key Responsibilities:  Letter of ...

Our client is looking for a Financial Adviser to join their established team in this St. James Place Partner practice. This is a hybrid role, with only 3 days in the London office. They are looking for candidates with over 3 years of SJP experience in a previous practic...

Our client is looking for a Financial Administrator to support a variety of complex advice areas including pensions, investments, trusts, protection and group schemes. This is a hybrid role with only 3 days in the office.  A successful candidate will be detailed-o...

An exciting opportunity has opened for Financial Planners who specialise in advising medical professionals. As this specialist area continues to grow, we’re seeking experienced planners with a strong understanding of the NHS Pension Scheme and the McCloud Remedy. ...

Our client is looking to welcome a Financial Adviser on their team based in Harrogate. This will be a self-employed opportunity with a high earning potential. You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities -&...

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the ma...

We are seeking a Client Services Administrator to join a well-established financial services firm based near to Birmingham. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking ...

Our client is looking for a Financial Administrator to assist their busy practice in Marlow. You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people. The client will also offer financial...

Our client is looking for a Wealth Planner to join their team based near Faversham, Kent. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate c...

Our client is looking for a talented individual to join their Financial Planning Support team for a full-time permanent role in the administration team, based in North London. Relevant financial services experience is essential and some knowledge of the Curo (Microsoft...

Our client is looking for a Wealth Management Administrator to join their team in Epsom. You will help support an IFA practice, providing first class administration. This position will be an office-based role.   Key Responsibilities: -   Prepare and pa...

Our client is looking for a Junior Paraplanner to join their team based in Hertford. Working closely with the Head of Advice, you will be communicating and devising advice and report to clients to provide them with accurate information and bespoke deals that will enable...

We are looking for a Financial Planning Administrator to join our clients team based near Reading, Berkshire. We are looking for an individual who has previous experience working for a wealth management firm. Your main duties will include working alongside financial adv...

An exciting opportunity has arisen for an experienced Paraplanner to join a growing financial planning firm, working closely alongside a Chartered Financial Planner within a supportive and collaborative environment. This role would suit someone who enjoys working withi...

We’re seeking an experienced Employee Benefits Administrator to join our clients' Employee Benefits team in Leicester. This role is ideal for someone who enjoys managing client portfolios, providing high-quality administrative and consultative support, and contrib...

We have a new opportunity for a Paraplanner to join our clients based in the City of London. The Paraplanner within the UK New Business team analyses prospective client portfolios to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, inves...

Our client is seeking a motivated and professional Paraplanner to join their Dorking office. They are looking for someone with FCA certification and strong financial planning experience who can provide tailored advice, support clients effectively, and contribute to the ...

Our client is seeking a motivated and qualified Financial Adviser to join their Dorking office. They are looking for someone with FCA certification and strong financial planning experience who can provide tailored advice, support clients effectively, and contribute to t...

Our client is looking for a motivated IFA Administrator to support their Financial Advisers in providing tailored advice and reports to clients. This role involves assisting with client onboarding, administration, and office processes, ensuring smooth day-to-day operati...

Training & Development Manager (PSS) – Financial Planning Our client is looking for a Training & Development Manager to support and develop PSS (Practice Support Staff) within a growing and professional financial planning environment. This is a fantastic ...

We are working with a growing financial services firm looking to add a Business Support New Business Administrator to their centralised administration and client servicing team. This is a fantastic opportunity for someone with financial services or IFA experience who en...

We are seeking an experienced Financial Adviser to join a high-performing wealth planning team, servicing high-net-worth clients. You’ll provide expert, tailored advice on investments, estate planning, tax, and retirement strategies while maintaining the highest s...

We are looking for an experienced Paraplanner to support Financial Advisers in delivering holistic advice and financial plans for clients. The role involves technical research, report writing, and producing high-quality recommendation reports across a wide range of fina...

We are looking for an experienced Senior IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant, and efficient service to clients. You will play a key role in managing client files, new business processes, and administr...

Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. You will manage client files, process new business, and provide administrative support for a range of f...

An excellent opportunity for an experienced Financial Adviser to provide holistic financial advice to clients, helping them achieve their long-term financial goals while building and maintaining strong client relationships. Key Responsibilities: Provide tailored fin...

Our client is looking for an experienced Paraplanner to join their expanding team in London. As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be t...

We are looking for an experienced Financial Planning Administrator to join a well-established financial planning firm. This is a varied role combining client support, technical administration, and operational responsibilities. Key Responsibilities: Acting as the fir...

Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products   K...

Our client is looking for a Danish speaking Account Executive to join their team based in Luxembourg. Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen your sales skills...

Our client is looking for a Dutch speaking Account Executive to join their team based in either Luxembourg or Dublin. Key Responsibilities: Gain an understanding of wealth management in Denmark: How do people invest their money? What do they invest it in? Sharpen y...

Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering a...

Our client is looking to welcome a Financial Adviser into their team in Hertfordshire, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s ...

We are looking for a Junior Paraplanner to join our client's wealth management company in Elstree. Your role will be to assist Financial Advisers in financial research for their clients, writing up suitability letters and reports, ensuring work is technically accurate,...

Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before c...

Our client is looking for a talented Paraplanner to join their team, with options to be based in Harrow. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Key Responsibilities: Ad...

Our client is looking to welcome a Financial Adviser on their team based in Harrow. This will be an office based opportunity with a high earning potential. You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities Pro...

We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager.  The Role – Trainee Associate Wealth Manager: The position will require an enthusiastic and d...

Our client is looking for an Account Associate to support their Financial Education and Strategic Partnerships team. This is a fantastic opportunity for someone with a background in relationship coordination, client service, or HR support and who’s keen to contrib...

Our London based client is looking for an experienced Development Manager to manage a team of Financial Advisers. You will be tending to the Advisers operational daily needs and managing their personal development. This role also offers a long-term platform for developm...

Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initi...

Our client is looking for a New Business Administrator to join their Wealth Management team based in London. This will be a hybrid working role with 3 days in the office. Main Duties and Responsibilities:-  Achieve a comprehensive understanding of the new busin...

Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. For this role, we are looking for a candidate with at least 2 years advising experience, from either an IFA or SJP bac...

Our client is looking to welcome a Financial Adviser into their team in Leicester, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail clie...

Our client is looking for a Chartered Financial Adviser to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initi...

Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Our client is an award...

Our client is looking for a talented Paraplanner to join their team based in Birmingham, to help provide quality and accurate administrative and research support for both clients and advisers. Our client offers hybrid working from their Birmingham office, with a compet...

Our client is looking to welcome a Financial Adviser into their team in Berkswell, to advise clients as appropriate to their circumstances and objectives. This position can be either employed or self-employed, with a client bank provided by the practice. Specific respo...

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Beckenham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client l...

An exciting opportunity has arisen for an experienced Operations Manager to join a growing, regulated financial services business based in London. This is a varied and influential role, responsible for overseeing the day-to-day operations of the business while ensuring...

An excellent opportunity has arisen for an experienced Financial Adviser to join a highly respected national wealth management firm in Glasgow. This role offers the rare opportunity to inherit an established and active client bank, allowing you to focus on delivering h...

Our client is looking to welcome a Financial Adviser into their team in Guildford, Surrey to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of reta...

We are seeking a Client Services Executive to join a well-established financial services firm based near to Leatherhead, Surrey. You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of ta...

Our client is looking for a Financial Planner to join their team in Somerset. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant ini...

We are working with a well-established SJP Practice based in Hambledon that are looking to take on a new Operations Manager. We are looking for a candidate that is very experienced in a similar type of role, who is flexible and can effectively communicate with their tea...

Our client is looking for a Financial Adviser to deliver a holistic financial planning service to prospective and existing clients, providing personalised solutions designed to deliver their financial objectives and to drive new business from existing clients and acquis...

Are you an organised and detail-oriented IFA Administrator looking to take the next step in your financial services career? We're recruiting on behalf of a highly regarded financial planning firm that is looking to welcome a motivated Administrator to its growing team....

Our client is looking to welcome a Financial Adviser into their team in London City, to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail cl...

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the ma...

We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial ...

Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the ma...

We are looking for an experienced IFA Administrator to join our clients team based in Hampshire. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will req...

We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial ...

We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial ...

Are you an organised and detail-oriented IFA Administrator looking to take the next step in your financial services career? We're recruiting on behalf of a highly regarded financial planning firm that is looking to welcome a motivated Administrator to its growing team....

We are working with a client based in Kent that is looking to take on a new Administrator. The Operational Support Administrator plays a key role in supporting Advisers and the Operations Manager by managing the administration of investment and pension business. The pos...

We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial ...

We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial ...

Our client based in London is looking for an Client Operations Associate to join their Wealth Management team. This position will be a hybrid role, looking after two key areas of Operational Support - Policy Servicing and Client Review Administration. The Policy Servic...

We have two available positions for a Pension and Investment Administrator to join our clients team based in Nottingham. This is a great opportunity to join a successful and well established team.   Responsibilities will include: - Provide administrative support...

Our client is looking to welcome a Financial Adviser into their team in Camberley, Surrey to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of reta...

We are looking for an experienced Paraplanner to join our client's New Business Team. This is an exciting opportunity to play a meaningful role in delivering high-quality financial planning, producing cashflow models, researching protection products, and preparing suita...

Our client is seeking a Client Relationship Manager to collaborate as part of a team to assist Advisers in all areas of client administration, ensuring exceptional client outcomes. In coordination with Advisers, Paraplanners, and Client Service Administrators, the role ...

Our client is looking for a talented Paraplanner to join their team based in Oxfordshire. This is a hybrid working role with a salary on offer up to £45,000. Key Responsibilities: - To assist the Financial Planner in formulating the advice to the client, providi...

Our client is looking for a Trainee Paraplanner to join their team. This role would suit an individual who wants to work towards becoming a fully qualified Paraplanner or is part of a Paraplanning Apprentice Scheme. Key Responsibilities: - Provide research and analysi...

Are you an experienced administrator with a passion for delivering outstanding client service? Do you enjoy building strong relationships and supporting advisers to provide an exceptional client experience? We're recruiting on behalf of a well-established and highly re...

We are recruiting for a Paraplanner to join a growing financial planning firm based in Warwick. This is a full-time, hybrid position supporting three Financial Advisers, playing a key role in delivering high-quality financial planning solutions and an excellent client e...

An excellent opportunity has arisen for a Senior Administration professional to join a well-established London-based Partner Practice of a leading national wealth management firm. This role will involve providing high-level administrative and client support to Wealth P...

Our client based in Brighton is looking for an experienced Paraplanner to join their team. This will be an office based role, with a competitive salary on offer. You will be working alongside and provide knowledgeable and technical support to the Advisers to ensure the ...

Mortgage ParaplannerBelfast | Up to £50,000 + Benefits An established and growing mortgage brokerage is seeking a Mortgage Paraplanner to join its Belfast-based team. This is an excellent opportunity for an organised and detail-oriented individual with mortgage i...

We’re working with a forward-thinking financial planning business that believes advice should be simple, clear, and genuinely human. They support clients by focusing on meaningful relationships and straightforward financial guidance. The RoleThis is an excellent ...

Our client is looking to welcome a Financial Adviser into their team in Lewes (Sussex), to advise clients as appropriate to their circumstances and objectives. You will be responsible in delivering top quality holistic financial planning advice to a portfolio of retail...

Fully Remote | Up to £40,000 + Benefits A growing and highly regarded financial planning firm is seeking an experienced Paraplanner to join its remote team. This is an excellent opportunity for a technically skilled individual looking to work in a supportive envi...

A well-established and growing Independent Financial Advice firm is seeking an experienced Paraplanner to join its Wolverhampton office. This is an excellent opportunity for a technically skilled financial services professional to become part of a collaborative team sup...

An exciting opportunity has arisen for an experienced Senior Paraplanner to join a growing financial planning firm. This role is ideal for someone with strong technical expertise, leadership skills, and previous paraplanning experience who enjoys mentoring others and d...

Our client is seeking an experienced and highly organised Senior Financial Administrator to join a growing team. This is an excellent opportunity for someone who enjoys taking ownership of their work, supporting Financial Planners, and delivering exceptional client serv...

Our client is looking for a talented Paraplanner to join their team based in Worthing. This role will allow hybrid working, with a competitive salary on offer. Key Responsibilities: -   To assist the Financial Planner in formulating the advice to the client, prov...

We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Leicester. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market a...

We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Chelmsford. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market ...

We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Bristol. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market adv...

We are looking for a Financial Administrator for our clients based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in...

Our client is looking for a Private Client Advisor to join their team. The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial an...

Our client is looking to welcome a Financial Adviser into their team in Brighton, to advise clients as appropriate to their circumstances and objectives.   Specific responsibilities Prospecting and contacting potential clients in accordance with the firm&rsquo...

Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Brighton You will be responsible for ensuring that every task is carried out as instructed,  while maintaining contact with the relevant people. You will be: ...

Our client is looking to welcome a Financial Adviser into their team based in Burgess Hill, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm&rsq...

Location: Fully Remote (UK-based)Hours: FlexibleEarnings: Uncapped commission-based earnings About Us:At Artemis Recruitment, we specialise in sourcing top-tier talent for the financial services sector. With a strong reputation built on integrity, professionalism, and ...

We are seeking an experienced Senior Recruitment Consultant to join our growing team, specialising in the Financial Services market. This is a key hire within the business and an excellent opportunity for an established recruiter who already has experience within finan...