To provide paraplanning and administrative support for the financial advisers. The roles will ultimately involve the following. Carry out regulatory technical research in all areas of financial planning, liaising with product providers and other related p... Read more

They are looking to recruit an Administrator / Client Services Coordinator to support their advisers and begin a long-term career within wealth management. This role is ideal for someone with prior administrative experience in client service and client ad... Read more

They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their “Best Advisor to Work for” award, 4 years running. The role. To be the in-house contact for the client, providing a quality admi... Read more

My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team. You will be providing support to financial advisers, which will include product and prov... Read more

A positive, friendly service-orientated person with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice. An articulate communicator. Confident telephone manner with the ability to build r... Read more

As an Environmental Advisor, you will provide practical environmental support and guidance across underground cabling and overhead electricity works, helping project and site teams deliver works safely, responsibly and in line with environmental legislati... Read more

They are now seeking a dynamic and experienced Financial Services Manager to join the adviser team and lead their sales efforts. The successful applicant will be CII Diploma level 4 qualified and will likely have a proven track record as a Financial Advis... Read more

Acting as a trusted advisor, we are ready to support at any stage, bringing together expertise and insight to help navigate challenges and unlock opportunities. Working across four offices in the Midlands, we offer a wide range of services including plann... Read more

In 2026, they were proud to receive Professional Adviser's “Best Financial Advisers to Work for” award for the fourth time. They now have an exciting new opportunity for an experienced and Diploma Qualified Paraplanner to join their team. You will be resp... Read more