Overview As AI Programme Manager in Capco’s Wealth & Asset Management practice, you lead large AI transformation initiatives that span business, technology, data, risk, and operations. You will align governance and delivery with client st...Read More>>.

Overview As an AI Business Consultant, you help financial services clients translate AI ambitions into practical transformations. You work across business, operations, technology, risk and compliance to embed AI-enabled solutions like GPT a...Read More>>.

Overview As a Project Manager in Wealth & Asset Management, you will lead large-scale platform transformations and post-merger integrations. You will partner with client stakeholders, technology teams, and delivery partners to ensure seamle...Read More>>.

Overview In this Senior Data Architect role, you lead data architecture initiatives for Wealth & Asset Management clients, guiding large-scale data transformations. You define enterprise data strategies and design cloud-native platforms to...Read More>>.

Overview In this role, you will shape discretionary and advisory investment solutions for wealth and asset management clients, leading transformation programs and collaborating with multi-disciplinary teams. You will help clients improve ef...Read More>>.

Overview In this role you will drive value from engagement financial management for complex client engagements. You’ll establish reliable KPIs, set up engagements in SAP, and own end-to-end financials to support client delivery. You will...Read More>>.

Overview As a Director-Level Wealth Manager, you will lead relationships with high-net-worth clients in Edinburgh, delivering holistic wealth solutions and driving revenue growth. You’ll work with a collaborative team and leverage RBC’s...Read More>>.

Overview In this role, you lead AI-driven transformation for Wealth & Asset Management clients, shaping strategic adoption of AI tools to unlock business value. You collaborate with cross-functional teams across business, operations, risk,...Read More>>.

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 As Engagement Financial Advisor (EFA) Senior Manager, you will shape the practice’s strategic direction and foster a high-performance culture. You’ll lead teams across UK and offshore locations, champion innovation, and ensure...Read More>>.

Overview In this role, you lead Weir's Group FP&A function within a FTSE 100 context, guiding forecasting, budgeting and long-range planning to support strategic decisions. You will manage a team of qualified and trainee accountants, collab...Read More>>.

Overview In this role you will lead Life Services Finance to shape the future of Funeralcare and Life Services through strong planning, forecasting and performance insight. You’ll partner with senior leaders to turn complex financial data...Read More>>.

Overview In this role you will lead enterprise-wide FP&A, budgeting, forecasting, and performance reporting for a complex professional services firm serving federal and commercial markets. You will partner with the CFO and executives to tra...Read More>>.

SAP EPM Solution Lead - Financial Planning and Analytics Cloud - LondonReference Code: 532045-en_GBContract Type:PermanentProfessional Communities: SaaS SolutionsAbout the job youre cons...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>>.

Cooper Parry Wealth is seeking a Senior Paraplanner to support the delivery of financial plans under direction from Relationship Managers. You’ll work with tax advisers and solicitors to produce high quality, compliant reports.You’ll an...Read More>>.

End Date Sunday 08 November 2026Salary Range £45,000Job description summaryPrior to submitting your application, please visit our early careers website to find out more about the schemes we offer and the recruitment journey...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>>.

Clark James Recruitment are seeking an experienced Paraplanner to join a professional financial services team in St Albans. You will support Financial Advisers with technical research, calculations, and draft suitability reports, while managing mu...Read More>>.

Placements24 is seeking a junior financial advisor in East London to support senior advisors in developing personalized financial plans and conducting market research. The role offers mentorship and a clear path to grow within wealth management, o...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>>.

NFU Mutual in Barnstaple is seeking a Financial Adviser to deliver holistic financial planning to existing customers, advising on life, pensions, investments and inheritance tax. You’ll work field-based across Barnstaple, Bideford and surroundin...Read More>>.

Cadent Gas is seeking an Accounting Specialist to join the Totex Finance team, supporting the Property function from our Ansty Business Park office near Coventry.You will help leaders understand financial performance, plan ahead and drive i...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>>.

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, i...Read More>>.

Kalon Financial Ltd in Swindon is seeking an IFA Administrator to support financial planning activities. The role focuses on processing applications, liaising with clients and providers, and preparing documentation for client meetings.No pr...Read More>>.

St. James’s Place is expanding and seeking ambitious financial advisers to join and provide holistic financial planning advice to private and corporate clients across the UK. The role offers a path to professional growth within a highly collabor...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>>.

Evelyn Partners in London is seeking an experienced paraplanner to prepare suitability reports and provide technical research across a broad range of financial products.You will support Financial Planners with client meetings, cashflow mode...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>>.

Sovereign IFA Ltd is seeking a paraplanner to support Chartered financial advisers, delivering high-quality planning services for clients in Thornbury and across the UK.You will analyse client information, research solutions, and prepare de...Read More>>.

Dynamite Recruitment is assisting a Godalming-based financial planning business to hire a Client Services Administrator. This role focuses on delivering high‑quality client service and administrative support to senior advisers and the administra...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>>.

Anderson Strathern Asset Management Ltd provides independent financial planning and asset management. This role supports Financial Planners by producing high-quality, compliant recommendation reports, cashflow modelling and in-depth research....Read More>>.

JohnstonGreer Ltd. in Aberdeen is seeking a Trainee Paraplanner to support Private Clients across investments, protection, tax and retirement planning. Coaching, exam study and development begin on day one, with duties including report writing 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>>.

Rathbones in Bristol is seeking a Paraplanner to support Financial Planners with end-to-end advice delivery. You will produce high-quality suitability reports, attend client meetings, and prepare annual review packs, including cashflow modelling....Read More>>.

IPS Finance is seeking an experienced FP&A Manager for a 9-month contract in Keighley, providing financial planning, management information, and strategic performance analysis. You will partner with Finance, Risk and senior stakeholders to deliver...Read More>>.