Technical Administrator - Financial Planning £26,000 - £30,000 | Financial Planning | Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed,......

Technical Administrator - Financial Planning £26,000 - £30,000 | Financial Planning | Office-based Corsham / Shaftesbury In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration - in how quickly cases are processed, how......

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......

Technical Support Team Leader - Financial Planning £35,000 - £40,000 | South West (Hybrid / Multi-site) Shaftesbury / Corsham / Poole / Sherborne In financial planning, client experience is only as strong as the support behind it. Annual reviews, bereavement cases, and technical......

Associate Wealth Manager - Pathway to Advice Location: London Salary: £29,000 - £33,000 (dependent on exams) + bonus An established and fast-growing wealth management firm is looking to hire an Associate Wealth Manager to join their London team. This is a business that has seen strong growth......

Client Services Administrator (Reception & Office Support) Bristol (Office-Based) £25,000 - £30,000 IFA /  Wealth Management   The role We're looking for a Receptionist / Client Experience Coordinator to join a growing Wealth Management office in Bristol.   This is a front-of-house,......

Senior Technical Paraplanner £45,000-£55000 Gloucestershire | Hybrid Working   This is a senior technical paraplanning role within a highly respected Financial Planning firm known for the depth of its advice work, long-term client relationships, and consistently high technical standards.   The......

Financial Adviser / Servicing Adviser Northampton | Hybrid Working (4 Days in Office) £50,000-£55,000 + £50 Per Annual Review   An excellent opportunity has arisen for a Financial Adviser to join a highly regarded wealth management firm in Northampton, supporting an established client bank......

Client Relationship Manager   Financial Planning London | Hybrid Working Up to £40,000   An established Financial Planning firm in London is looking to appoint a Client Relationship Manager to take ownership of ongoing client servicing and relationship management within a high-quality private......

Power Platform Developer - Bristol £45,000 - £50,000 Reports to: Head of Technology   Are you ready to own full Power Platform solutions that make a huge impact?   We're looking for a Power Platform Developer who thrives on building complete apps and automations, not just small tweaks. In this......

SJP Paraplanner - Training & Development Manager London - Hybrid £45,000 + Bonus (flexible for the right individual) Are you an experienced SJP Paraplanner looking to step away from pure report writing and into a broader, more influential position? This is an opportunity to use your technical......

Technical Administrator £24,500 - £30,000 Wimborne Minster | Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will be suitable for both experienced and......