CURRENT JOBS

A well-established, high-street wealth management practice based in Uckfield is looking to recruit an experienced Financial Adviser to join its close-knit team. With a strong reputation for delivering advice with integrity, transparency and genuine care for clients, th...

Artemis Recruitment Consultants is working with an established wealth management business to recruit a Service Administrator to join its Business Support team. This is an excellent opportunity for an organised and client-focused administrator to play a key role in deli...

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...

An exciting opportunity has arisen for an experienced Technical Administrator to join a growing wealth management business in Aberdeen. This role would suit an experienced financial services professional with a strong background in IFA administration, excellent attenti...

We are seeking an organised and customer-focused Service Administrator to join a busy financial services team, providing essential administrative and client servicing support to financial advisers and their clients. This is an excellent opportunity for someone with adm...

An exciting opportunity has arisen for an experienced Financial Adviser to join a successful and growing financial planning business. This is an excellent opportunity for an Adviser looking to develop their career within a supportive environment, with an existing portf...

An exciting opportunity has arisen for a Client Support Administrator to join a growing and ambitious wealth management business during a significant period of expansion. Working as part of a collaborative operations team, the successful candidate will play an importan...

Our client is looking to welcome a Financial Adviser into their team, to advise clients as appropriate to their circumstances and objectives. This is a self-employed position, working remotely for our client. They are a large Financial Services firm with several offices...

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Pl...

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

An excellent opportunity has arisen for an experienced Paraplanner to join a friendly and supportive financial planning team in Wilmslow, Cheshire. This is a genuine technical Paraplanning role, with administration handled separately. You will work closely with Financi...

An exciting opportunity has arisen for an experienced Financial Adviser to join a successful and growing financial planning business. This is an excellent opportunity for an Adviser looking to develop their career within a supportive environment, with an existing portf...

An excellent opportunity has arisen for an IFA Administrator to join a small, professional financial services team based in Westerham, Kent. This is a varied role suited to an organised, reliable and detail-focused individual who is comfortable working both independent...

An exciting opportunity has arisen for a highly experienced Paraplanner within a Wealth Management Practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. Our client is an appointed representative of St. James’s Pl...

An exciting opportunity has arisen for an experienced Financial Adviser to join a successful and growing financial planning business. This is an excellent opportunity for an Adviser looking to develop their career within a supportive environment, with an existing portf...

Our client is looking to welcome a Financial Adviser into their team, to advise clients as appropriate to their circumstances and objectives. This is a self-employed position, working for our client based in Lockington - hybrid working is available.   Specific re...

We are seeking an organised and client-focused Client Services Consultant to join an established Wealth Management firm. This is an excellent opportunity for someone with financial services experience who is passionate about delivering exceptional client service and sup...

We are seeking an experienced and relationship-driven Account Manager to join an established Wealth Management firm. This is an excellent opportunity for someone with strong client relationship management skills and an understanding of financial services to take ownersh...

We are currently recruiting for a Paraplanning Administrator / IFA Administrator to join a professional and supportive Financial Planning team based in High Wycombe. This is an excellent opportunity for an experienced IFA Administrator or someone with Paraplanning expe...

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 an additional Paraplanner to join their team for an office working position in Gloucester. Earn up to £60k, depending on experience. You will be working alongside the Financial Advisers, preparing and maintaining client files and putting...

Our client is looking for a new Head of Corporate Solutions to join their team based in Farnborough. The organisation is a major UK financial advice provider supporting thousands of individual and corporate clients. The Corporate Solutions team advises employers on pens...

Our client is looking for an Administrator to join their expanding team based in Macclesfield. You will be providing administrative support to the financial planner(-s) to maintain existing business with current clients, grow business relationships with current clients ...

Our client is looking for a talented Paraplanner to join their team.  Key Responsibilities: To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring t...

Our client is looking for a Paraplanner to join their team based in Guildford. 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 them ...

Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.  Key Responsibilities: · ...

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...

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 ...

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...

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 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 ...

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 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...

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...

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 ...

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...

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...

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...

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...

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

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...

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 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...

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 ...

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 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...

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...

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...

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...

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 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...

An exciting opportunity has arisen for experienced Independent Financial Advisers looking to take the next step in their careers with a well-established, directly authorised wealth management firm. This opportunity is ideal for advisers who have built a transferable cl...

A well-established Wealth Management and Independent Financial Adviser (IFA) practice is seeking an experienced Senior IFA Administrator to join its established team. The successful candidate will work closely with Wealth Managers and Financial Planners, providing high...

An established and highly respected Independent Financial Planning and Wealth Management firm is seeking an experienced Financial Adviser to join its growing team in Guildford. The business has built its reputation on doing the right thing for its clients, with long-te...

An established and highly regarded Chartered Financial Planning and Wealth Management firm is looking for an experienced Client Manager to join its growing team. This is a varied and client-focused role, combining elements of paraplanning, financial planning support an...

An exciting opportunity has arisen for a Trainee Financial Adviser / Associate Wealth Manager to join a growing and highly regarded Wealth Management firm with over £1 billion in Funds Under Management. This is an excellent opportunity for someone with existing W...

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 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 ...

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 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 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 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 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...

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...

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 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...

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...

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...

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...

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 -&...

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 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...

Our client is looking for a commercially-minded and articulate individual to join their IFA Firm in its Paraplanning Team as a Junior Paraplanner based in London. You will supporting 3 Financial Advisers, along with a team of support staff and administrators. This posit...

Our client is looking for an experienced Senior Pension Administrator to join their team in Ramsbottom. You will play an important role in supporting Account Managers with the day-to-day administration of pension schemes, while also taking responsibility for an initial...

A specialist UK property finance and mortgage brokerage is looking for a reliable, highly organised and detail-oriented Paraplanner to support senior brokers with the administration and progression of live cases. This is a non-sales, non-advisory role, focused on case ...

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

A brilliant opportunity for an experienced Financial Adviser to join a well-established and growing wealth management practice. The business provides tailored financial advice across investments, retirement and protection planning, mortgages and intergenerational wealt...

We are currently recruiting for an experienced Pension Administrator to join a successful and growing Financial Services team based in Horsham. This is a fixed-term maternity cover opportunity, offering an excellent chance for an experienced administrator to join a pro...

An exciting opportunity has arisen for a qualified Financial Planner to join a growing and professional Financial Planning business. You will act as a trusted adviser to new and existing clients, providing high-quality financial advice and building strong, long-term cl...

An excellent opportunity has arisen for an IFA Administrator to join a small, professional financial services team based in Newbury. This is a varied role suited to an organised, reliable and detail-focused individual who is comfortable working both independently and a...

An excellent opportunity has arisen for an experienced Paraplanner to join a small and professional Independent Financial Advice firm based in Farringdon. Working closely with Senior Paraplanners and Financial Advisers, you will provide technical research, analysis and...

A fantastic opportunity for an experienced Financial Adviser to join an established and highly regarded wealth management practice in Farnham, Surrey. The successful candidate will have the opportunity to inherit an established client bank from a retiring Adviser, prov...

We are currently recruiting for an experienced Paraplanner to join a growing financial planning team in Chorley. This is an excellent opportunity for a Paraplanner looking to develop their career within a professional and supportive environment, providing technical res...

We are seeking an experienced and motivated Paraplanner to join the growing team. You will provide high-quality technical and paraplanning support to Financial Advisers, conducting research, preparing recommendations and producing detailed suitability reports. You will...

We are currently recruiting for an experienced Senior Client Administrator to join a growing financial planning business in Altrincham. This is an excellent opportunity for an organised and proactive Financial Services Administrator who enjoys working closely with Advi...

We are currently recruiting for an experienced Wealth Management Administrator to join a successful and growing financial planning practice in Hinckley. This is an excellent opportunity for an experienced Financial Services Administrator who enjoys supporting Financial...

An established and growing financial services business is looking for an experienced Financial Services Administrator to join its busy support team in Altrincham. This is an excellent opportunity for someone with previous experience within financial services who enjoys...

We are delighted to be supporting a well-established and growing financial planning and wealth management firm with the appointment of a Learning & Development Manager. This is a key role within the business, responsible for developing and delivering learning initi...

An excellent opportunity has arisen for an experienced Paraplanner Manager / Senior Technical Paraplanner to join a successful and growing independent wealth management and financial planning business. This is a varied and technically focused role, combining hands-on p...

An exciting opportunity has arisen for an Administrator – Health & Protection (Corporate Benefits) to join a successful and growing financial services business. The role will provide high-quality administration and support across Corporate Risk and Corporate ...

An excellent opportunity has arisen for an experienced Paraplanner to join a friendly and supportive financial planning team in Worthing. This is a genuine technical Paraplanning role, with administration handled separately. You will work closely with Financial Adviser...

An established and successful Wealth Management business is looking to expand its Paraplanning team and is seeking a fully qualified and experienced Paraplanner to join the business. This is an excellent opportunity for a technically strong Paraplanner to join a profes...

An excellent opportunity has arisen for a Fully Qualified Financial Adviser to join a well-established and highly respected financial services business in Horsham. The business has been established for over 35 years and has built a substantial client bank through conti...

An exciting opportunity has arisen for a Junior Wealth Management Administrator to join a small, boutique-style financial advisory practice based in Brighton. The business provides financial advice to both local and national clients across areas including pensions, inv...

An exciting opportunity has arisen for an experienced Business Manager to join a growing Wealth Management business, supporting a Senior Wealth Manager and their team. This is a varied role combining financial services administration, case management, paraplanning, cli...

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...