Overview In this role you will develop and deepen client relationships by delivering high-quality investment and financial planning advice to the mass affluent market. You will operate as an entrepreneurial professional, leveraging external...Read More>>.

Overview In this role you will shape the EFA practice strategy and lead high-performing teams to deliver exceptional client outcomes and efficient operations. You will partner with senior stakeholders, drive financial excellence on complex...Read More>>.

Overview In this role you will lead enterprise-wide FP&A for a complex professional services firm serving federal and commercial markets. You partner with the CFO and executives to translate performance into actionable insights, drive finan...Read More>>.

A prominent national financial firm in the United Kingdom is seeking an experienced Senior Compliance Manager to enhance their governance framework. This key leadership position involves providing expert compliance guidance to support financial plann...Read More>>.

A recruitment firm based in Greater Leeds is seeking a Pigment Developer to join a Financial Planning team. This role involves designing and maintaining financial planning models in Pigment, collaborating with Finance teams, and enhancing forecasting...Read More>>.

North Oak Recruitment is seeking a Financial Services Planning Manager in Leicester to lead an adviser team, drive performance, and ensure compliant client outcomes. The role involves strategic leadership and growth of the team’s book of advice....Read More>>.

Barclays Bank PLC in Manchester or Liverpool seeks a Wealth Planner to help clients shape their financial future through planning and investment advice. You’ll work with new and existing clients to understand long-term goals and offer bespoke so...Read More>>.

Evelyn Partners is seeking a Financial Planner in Bristol to provide personalized financial planning and wealth management advice. This role emphasizes relationship-building with clients to achieve their financial goals and includes ensuring tailo...Read More>>.

RGH-Global Ltd in Knutsford is seeking a Senior Paraplanner to join an established financial planning team. You will deliver high-quality technical and research support across client cases, preparing detailed suitability reports and cashflow analy...Read More>>.

Macon invites graduates or high-achieving A-Level leavers to join a structured apprenticeship in financial services. You will learn on the job, handling client documentation, communications, and administration while gaining exposure to investments...Read More>>.

Dickson O'Brien is partnering with a leading organisation in Liverpool to appoint a Head of Financial Planning & Reporting. This permanent senior finance role combines strategic insight with strong technical FP&A expertise.You will lead the...Read More>>.

Forvis Mazars in the UK is a leading professional services network providing audit, tax and advisory services. The Proposition Team governs our financial planning proposition, maintaining product panels, advice policies and governance frameworks w...Read More>>.

Pension Insurance Corporation (PIC) in London is seeking an Actuary to join the FP&A function within Finance. The role requires collaboration with Finance, Origination, Investments, Risk and other departments, applying FP&A knowledge to benefit po...Read More>>.

Armstrong Watson in Newcastle seeks a dedicated Financial Planning Consultant to join our Financial Planning Team. With a ready-made client bank and growth opportunities, this role blends stability with development potential.The candidate s...Read More>>.

Run the operational engine behind a growing financial planning practice - with a genuine path to Director for the right person.About the CompanyOur client is a well-established financial planning practice based in Ha...Read More>>.

Aqua Restaurant Group is a premium, multi-site experiential dining group operating across the UK and internationally under brands including Aqua and Hutong, in an active period of expansion both domestically and in new markets. We are at the next...Read More>>.

NRG-Resourcing presents an opportunity with a growing Hampshire-based financial planning practice to hire an Operations Manager. You will lead operational and people functions, ensuring teams perform well, workloads stay manageable, and processes...Read More>>.

Recruit Wealth Ltd is seeking an experienced Financial Services Administrator to join the Advice Operations team at Westerham. You will support Financial Planners, Paraplanners and the wider team, ensuring a high-quality client service throughout...Read More>>.

IDEX Consulting Ltd. is seeking a senior Compliance leader to fill a Head of Compliance & SMF16 role.The position oversees the compliance framework across three financial planning businesses within the UK, requiring previous SMF16 approval...Read More>>.

King's College Hospital is seeking a Senior Financial Planning Manager to act as deputy head of Financial Planning and Strategy. You will line manage two of three Financial Planning Managers and lead financial modelling to forecast the impact of p...Read More>>.

Aqua Restaurant Group is a premium, multi-site experiential dining group operating across the UK and internationally under brands including Aqua and Hutong, in an active period of expansion both domestically and in new markets. We are at the next...Read More>>.

As the Industry Training Board for construction sectors in England, Scotland and Wales, our role is to help the construction industry attract diverse new talent and support skills development to build a better Britain. This means engaging with and...Read More>>.

Metro Bank seeks an FP&A Manager to join the Finance team at AMAZE Central, Holborn. You will lead budgeting, forecasting, long-term and strategic planning, and month-end reporting, partnering with senior stakeholders to provide clear insight and...Read More>>.

Global Finance Services uses the latest technology and insights to provide Deloitte with a fully-managed, global financial solution. We develop world-class processes that drive efficiency and effectiveness to ensure consistency and compliance acro...Read More>>.

Sellick Partnership is recruiting on behalf of a large Local Authority for an Interim Financial Planning & Reporting Manager in the Yorkshire region. Hybrid working arrangements are available for a 6-month contract, with a competitive day rate....Read More>>.

PKF Francis Clark in Taunton is seeking a Senior Paraplanner to join our growing Financial Planning team. You will work closely with Financial Planners and Client Executives, acting as a technical specialist to shape complex strategies and deliver...Read More>>.

NJR Recruitment Ltd is hiring a Client Servicing Administrator for a well-established financial planning business in Alderley Edge. The role supports Financial Planners with day-to-day administration, client servicing, and processing of new busine...Read More>>.

Client Servicing Administrator for Financial Planning FirmLocation: Alderley EdgeSalary: Up to £32000Contract: Full-Time, PermanentNJR Recruitment is delighted to be working with a well-establish...Read More>>.

Paradigm Employment Services Ltd. in Worthing is seeking a Paraplanner to support financial advisors with research, analysis and technical reports.You will prepare financial reports, develop tailored client recommendations and ensure regula...Read More>>.

Dynamite-Recruitment-Solutions is supporting a Chartered Financial Planning practice in Surrey to recruit an experienced Financial Services Administrator. You will work closely with Financial Advisers, Paraplanners and the administration team, del...Read More>>.

Benchmark Capital Limited in Winchester is seeking a Senior Client Support Executive to join our Client Services team. You will assist Financial Planners, manage client relationships, and coordinate complex administrative tasks to ensure seamless...Read More>>.

Office Angels in Bromley, Greater London, is seeking a Financial Planning Administrator with 1-3 years' paraplanning experience in financial services. The permanent role offers a salary of £40,000 depending on experience and a supportive, team‑...Read More>>.

Recruit Wealth Ltd in Reading is seeking an experienced Paraplanner to join a boutique, client-centric financial planning firm. You will work with a small team of planners, delivering sophisticated planning with your technical expertise.Thi...Read More>>.

Saltus is seeking a Financial Planning Operations Trainer to join on a hybrid pattern, three days on site in the UK. The role involves onboarding and training advisers, paraplanners and support staff, delivering both live and remote sessions, and...Read More>>.

IDEX Consulting are recruiting a Financial Planning Administrator to join their growing Leeds team. You will work closely with two experienced Financial Planners to deliver client outcomes and maintain strong client relationships.The role o...Read More>>.

Financial Divisions is an independent wealth planning firm with offices across the UK. They seek an experienced Financial Planning Administrator to join the City of London team, reporting to the Office Manager.The role involves processing o...Read More>>.

Confidential is seeking an experienced Financial Planning Administrator to join the City of London team. The role involves processing new business, onboarding clients, AML checks, and handling queries related to a broad range of financial products...Read More>>.

Rgh-Global Limited in Liverpool is seeking an experienced Paraplanner to provide technical input behind high-quality financial planning recommendations. You will work closely with Financial Planners and Paraplanners to deliver robust, compliant an...Read More>>.

Titan Wealth Holdings is building a new Client Services Administration Team in our Bristol office. We are seeking a Junior / Entry-Level Client Services Administrator to support our desk-based Financial Planners and wider admin team, acting as a...Read More>>.

NatWest Group is seeking a Financial Planning Centre Assistant to provide essential administration for new financial planning business. You will interpret suitability letters and client forms to ensure accurate processing, handling queries and sup...Read More>>.

Titan Wealth in Newton Mearns, part of the Titan Wealth Group, is seeking an experienced Client Support professional to join the financial planning team. You will interact directly with clients and support advisers through the full advice process....Read More>>.

ReQuire Consultancy Ltd, partnering with a respected independent financial planning and wealth management firm, is hiring a Financial Planning Operations Trainer for their expanding Financial Planning Training Team.The role focuses on onboa...Read More>>.

Evelyn Partners in London seeks a Client Administrator to provide full administrative support to Financial Planners and to build strong client relationships for a positive, sleek client experience.The role offers a structured training progr...Read More>>.

Eden Rose is seeking a motivated Trainee Paraplanner in Swindon to join its growing financial planning team. You will support advisers and paraplanners, gathering client information and assisting with research to prepare suitability reports....Read More>>.

Radcliffe & Newlands Wealth are seeking a Training & Competence Coach to develop their growing team of financial advisers. Based in London with hybrid working and occasional office visits, you’ll focus on coaching and people development rather t...Read More>>.

Titan Wealth International, Jersey, is building a modern, client-focused wealth management team and seeks an experienced Senior Paraplanner to join the Financial Planning group. Working closely with Head of Financial Planning, you will deliver hig...Read More>>.

Armstrong Watson in Newcastle seeks a Financial Planning Assistant Supervisor to lead a group of assistants and provide first-line administrative support to Financial Planning Consultants. The role focuses on compliance, client communications, and...Read More>>.

Quilter Cheviot – Financial Planning is seeking a Paraplanner for a full-time hybrid role in the Greater Leeds Area. You will support Financial Planners, prepare client files, and conduct financial research to aid recommendations.Responsi...Read More>>.

Evelyn Partners in the UK is seeking a Client Administrator to join the Financial Planning Client delivery team, providing full administrative support to Financial Planners and building strong client relationships. The role supports a positive, ef...Read More>>.