Our long term client is a well know solicitors practice in Cardiff with its won in house firm of IFA's and due to gradual growth over the last 18 months there is now a requirement for a well qualfied IFA to join the team and work on a portfolio of clients passed across by the firm of solicitors.

The clients will be HNW - with an emphasis on IHT and investment planning and consist of private individuals and businesses across the Cardiff area.

You will be at least Diploma qualified - with good all round experience and on offer will be a basic salary of £40,000 plus bonus and excellent benefits.

Our client is a national firm of IFA’s and they are looking for someone who can hit the ground running- a self-starter. You should have good commercial judgement and be someone who is proactive and can foresee actions that may need to be taken.
The successful individual will have an excellent working knowledge of the FSA Rulebook and strong knowledge of interpreting and monitoring regulatory requirements and also around financial promotion activity (approval, process, legislation etc.).
Ideally you will have substantial experience in a similar background, and be an all-round strong regulatory technician who has practical experience vs. solely knowledge on these aspects. Knowledge around Money Laundering and Data protection is also important as is a general strong eye for detail and high level of accuracy.
The successful candidate will hold the full Financial Planning Certificate although preference will be given to those who have the Diploma qualification. On offer is an excellent basic salary and benefits package.

This is a fantastic opportunity to join a top flight wealth management firm with a wholly owned mortgage brokerage. Their clients are typically some of the City's senior earners and as such all clients are seen in the offices in London. You must be used to dealing with UHNW clients and an added advantage would be experience in dealing with clients in the sport, medical and legal sectors of the business. On offer is a superb salaried package, together with an outstanding office environmnent.

Our client, a most respected International Practice is seeking to appoint further individuals to work within their High Net Worth and Corporate sector specializing in Investment Planning, Tax Planning and Wealth Management. You will develop the existing client base and deal with all aspects of the clients personal and corporate financial planning. You are required to be technically well developed, and have an advanced knowledge of investments and pensions, together with a demonstrable track record in dealing with High Net Worth clients. Full marketing, administrative and paraplanner support will be provided together with a great team environment.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy firm in their offices in London. This highly reputable and focused accountancy firm is now ready to expand their business offering to include the full realms of financial advice to its clients. There will be full access to the firms 500 or so existing clients and it is anticipated that the business will be extremely high net worth. The successful individual must have an IFA background – be well qualified, and preferably have experience working with accountants. This is a great opportunity to develop your career, and in addition to a highly competitive remuneration package, the successful individual will receive outstanding levels of administration and technical support.

Our client is a prestigious, specialist and progressive consulting firm based in Beaconsfield, which has been established in excess of 30 years and whose focus is predominantly on HNW clients. The majority of business is on a referral basis and consists of an increasing number of wealthy private clients who need professional advice. The principal is keen to attract an IFA to the team who will play a key role in the continued servicing of the firm’s clients.
Your role will be to manage the existing clients, work closely with the managing director and his clients and develop referrals. You will need to be technically strong and have an outstanding track record in dealing with business in the HNW sector. This is a genuine fully employed IFA role in a super company with a loyal client base.

Our newly acquired client is an IFA practice which has been established in excess of 25 years. They have offices in London, Buckinghamshire and Weybridge – and focus predominantly on investment and pension business. They are a well-qualified team of investment consultants and general IFA practitioners and across all 3 locations they have a client bank of around 3500 clients.
Due to their professional connections an opportunity has arisen for a Diploma qualified consultant to work within a solicitors practice which is based in Weybridge and develop the introducer agreement that has now been put in place between the IFA firm and the Solicitors practice.
This is a great opportunity to work on an already established client bank and to develop further business – the majority of which is pension and investment related.
On offer is a generous basic salary plus bonus with full paraplanner and administrative support.

Our client is a medium sized investment based firm of IFA’s in Amersham, Buckinghamshire - they have been established in excess of 25 years. Due to continued growth there is an excellent opportunity for an experienced sales support administrator to join the team. You will be supporting a team of highly qualified investment consultants and IFA’s. You will also have extensive client contact either by telephone or email.

Ideally you will be technical and analytical and have an all-round generic product knowledge - and be working towards the minimum FPC qualification. You will also have previous similar experience.

On offer is a great working environment, a generous basic salary and bonus.

Our client is a well-respected and growing professional services IFA firm based near Amersham, Buckinghamshire. They are keen to recruit an experienced Paraplanner to join their highly successful team.

The role will play a key part in the development of the office. Supporting their Financial Advisers you will be confident liaising with clients and other third parties as well as report writing and carrying out research.

Our Client is looking for an individual experienced within the financial services; preferably as a Paraplanner who holds at least the Certificate of Financial planning (or equivalent). In addition, organisation and attention to detail are desirable skills along side someone who is able to work within a team.

This is an outstanding opportunity for a technical and ambitious individual to join a great firm. In return our Client offers a competitive salary and benefits package within a friendly and progressive environment.

Our client is a well-known IFA wealth management practice working solely on a fee basis and linked to a top tier accountancy firm in London. They are seeking to recruit 2 senior consultants who have substantial experience with high net worth clients and who will each have transferrable client banks of circa £20m. You will be used to working in a fee charging practice and would have consistently achieved high levels of new business fees, ideally £200,000 plus per year during the past 3 years. As a consultant you will be targeted with moving your clients into the Discretionary Service as well as in the development of new business from within the firm’s own UHNW clients and Business Introducers. You will need to be experienced in all areas of financial planning and have achieved at least Diploma Status..

Our client is a senior firm of Accountants in London incorporating a separate wholly fee based financial planning arm. Due to continued and steady growth, they now have an opening for a highly qualified wealth consultant to join their team.
Ideally you will have a small client following with some funds under management and this will be used to supplement the portfolio of clients passed to you from both the fee based firm and the accountancy practice. The majority of their business is investment based with a particular emphasis on holistic financial planning.
You must be Diploma qualified, with fee based experience. On offer is an excellent fully employed package with bonus and benefits. There are excellent support structures in place including an exclusive use of a paraplanner and PA.

Our newly acquired client is the longest established and only fully bespoke outsourced Paraplanning service in the country. They have built an unparalleled reputation for helping firms implement their new client service propositions quickly and effectively. They give their clients the time to focus on developing professional relationships by helping them manage their own clients, and they work as a Partner rather than a service.
As a result of steady growth and they themselves acquiring new clients on a regular basis, they are now keen to hire additional Paraplanners to the already successful team. This is a home based position whereby an extensive IT system is provided, which gives full client support and access to software packages and platforms which enable you to work on each specific client case.
This is a fully employed role with on-going full salary reviews. Ideally you will be at least Diploma Qualified and working towards Chartered status.

Our long term client is a prestigious IFA wealth management firm based in Warwickshire. As a firm they take a holistic approach and have a loyal and very active client bank. The Managing Partner is keen to recruit an individual who can undertake a hybrid role as a Paraplanner and an authorised IFA. This is to be regarded as a servicing and part development role of an existing client bank.
They have approximately 1000 clients, of which 200 are highly active, 400 are on-going and the remainder offers massive potential to be developed - you will be given access to all these 1000 clients on an on-going basis. You will be working alongside the Managing Partner.
Ideally you will have experience offering a full holistic advice service to clients, experience within a paraplanning role, be part but preferably Diploma qualified and have the ability to converse at all levels with different clients.
On offer is an exceptional basic salary, together with benefits and on-going bonus.

Our client is a well-regarded and highly successful Accountancy Firm with a number of offices in London, Berkshire and Buckinghamshire. As a result of continued growth and some restructuring they are now keen to recruit an additional IFA to their team to work from their Berkshire office. Whilst you may have a small client following – you will have access to their sizeable client portfolio and this will be your main focus of business.
Their clients are typically private individuals, corporate organisations and specific groups such as societies. You will be tasked to give a full holistic financial planning service and be supported by highly qualified Paraplanners and an administration team.
Ideally you will be near or full Diploma qualified with your sights set firmly on the Chartered qualification.
On offer is an excellent career within this well know firm, an upper quartile fully employed package encompassing a high basic and bonus structure, with benefits.

We have been exclusively retained by an extremely prestigious City of London boutique wealth management firm to assist with their next hire. They are probably one of London’s finest and oldest established wealth firms. They are looking for an individual who is currently a paraplanner – and who will in time through very defined career progression become a fully authorised financial planner. You must be degree educated, and at least Diploma qualified with a clear desire to progress to Chartered status.
This is a superb opportunity for someone to advance their career dealing with a number of HNW clients within the City and be part of a well-qualified highly regarded boutique firm.
On offer is an excellent base salary and bonus scheme.

An excellent opportunity has arisen to join one of the UK’s Leading fee based Financial Services Firms as a Paraplanner, based from their Bristol Office. This role will see you providing high-quality professional research, report writing and suitability letters for predominantly the Corporate Advisers to present to their Corporate Clients, although there will be a small amount of paraplanning required for Private Clients too.

As a Paraplanner you will also hold responsibility for the following:

• Supporting advisers with the preparation of client correspondence.
• Assisting with any new business initiatives, as required.
• Being proactive in suggesting improvements that will add to the continuing improvement and progression of the company.
• Regularly participating in team meetings.

You will be a Professional Paraplanner with a background in Corporate Financial Planning with proven technical ability in Pension Planning; you will hold a minimum of CFP (or equivalent) although preference will be given to those candidates who are near or completed Diploma level. Ideally you will also have gained experience of working in a fee-based environment.

On offer is great career progression, an excellent base salary and flexible benefits.

Our client, a highly regarded top tier national Accountancy firm, currently have vacancies in their offices in Bristol, Cardiff, Taunton, Cheltenham Bath and Swindon, for experienced IFA’s to manage and develop their existing client bank of corporate and private clients which currently brings in about 150K of fees and commission each year per location, but has a huge potential to increase. The business is mainly Investments, Taxation and Trust work, GPP’s and employee benefit schemes such as PHI, DIS and PMI etc. There are also other existing clients to be passed on by the directors and other areas of business need to be developed. The ideal candidates will have the appropriate skills and be highly qualified – at least to Diploma status and preferably Chartered Status – and with a good knowledge and experience in these areas. You will be supported by an award winning paraplanning team together with excellent IT and admin support.

We are recruiting on behalf of a long standing client. They are a fee based wealth management advisory firm with offices in Henley on Thames and Windsor. They are keen to recruit an additional IFA/Sales Support Administrator/Paraplanner to their team in their Windsor location. They specialise predominantly with HNW clients, focusing on holistic financial planning, investment strategies and general pension business. This is a busy team and you must have experience of various back office systems including 1st and Intelliflo software and be completely IT literate.
The successful candidate will be responsible for providing efficient and effective support to the firm’s clients, and you will ensure that outstanding customer service is provided at all times. This role also involves the processing and management of client documentation and liaising with the advisers and various product providers. Ideally you will be at least fully FPC qualified, have experience within a fee based environment – although this is not essential – but also have the desire to continue studying. On offer is an excellent basic salary, an extensive benefits package and superb career prospects.

Our City of London client is a wholly fee based boutique firm managing £1bn of clients assets. They have been established for 35 years, have grown steadily and their extensive portfolio of clients extends to MP’s, Royalty and members of the senior legal profession.
They have an urgent requirement for a Chartered Financial Planner to join the team – one of their senior planners has decided to emigrate and is currently serving notice – and ideally they are keen to appoint an individual who can be mentored during this notice period. You will be given a portfolio of clients who are all used to doing business in our clients London office – so this is purely an office based role.
You must have in depth experience of dealing with these types of clients on a regular basis – it is important that you can converse intelligently at this level and have the gravitas which will reflect well in front of these clients.
You will be supported by technical research team and have the sole use of a PA/administrator. On offer is an outstanding basic salary and benefits package.

An excellent opportunity has arisen to join one of the UK’s Leading IFA fee based firms, as a Paraplanner, based in their Edinburgh Office. This role will see you providing high-quality professional research, report writing and suitability letters for the Advisory team to present to their HNW Private Clients and Corporate clients
As a Paraplanner you will also hold responsibility for the following:

• Supporting advisers with the preparation of client correspondence.
• Assisting with any new business initiatives, as required.
• Regularly participating in team meetings.

You will be a Professional Paraplanner and be near or fully Diploma qualified, together with experience of working within a fee based environment.
On offer is an excellent salary up to £30,000 plus benefits, excellent internal support towards further qualifications and career progression.

An excellent opportunity has arisen to join a leading single branded accountancy firm in their offices in Manchester. They have a long term presence and are well regarded and as a result of continued growth and a number of acquisitions they are keen to recruit a financial planner to the team. Whilst you may have a small client following – this is not essential as there will be the opportunity to work on their own portfolio of clients who reside in and around the Manchester area. You will be supported by a technical paraplanning team and high end IT support.
Ideally you will be Diploma (or very near Diploma) qualified with previous IFA professional practice and private client experience. On offer is an outstanding base salary with bonus and benefits.

Our long standing client is a fee based advisory IFA in Norwich. An opportunity has arisen for a Diploma qualified consultant to join the advisory team. Whilst you may have a small client following – this is not a necessity as you will be passed a portfolio of clients with business ready to be written covering investments, IHT and taxation and trust work. This is a great opportunity for a serious career minded individual to come on board and be part of an award winning firm at an excellent stage in their continued growth. You will be supported by a technical paraplanner and an outstanding administration team
On offer is an exceptional base salary, together with bonus and comprehensive benefits package for the right individual.

Our client, a leading fee based wealth management firm in Bristol have a new vacancy for a technical paraplanner to join their team. The role is heavily report focused and they are keen to attract a candidate who has predominantly been doing report writing and research pre - sale/advice. Ideally you will also have experience in a fee based environment and be Diploma qualified or one paper away from this qualification.
On offer is an excellent base salary with a market leading benefit package.

Our client is a leading fee based IFA wealth management firm based in Cambridge. It is linked to one of the city’s finest solicitor firms and as such their clients tend to be referred to them directly from the legal profession. They are continuing to grow at a steady pace, and now they are keen to recruit an additional IFA to the team. You will be passed a significant portfolio of clients upon which to work – although from time to time there will be the opportunity to develop new business from contacts within the solicitor firm.
Ideally you will be at least Diploma qualified, possess the gravitas to converse with members of the legal profession, have the desire to work towards the IMC qualification as the majority of business is investment led. They are about to apply for discretionary portfolio management status.
This is a super position with a prominent firm. On offer is an excellent base salary, with the opportunity to earn bonus, pension, BUPA and DIS.

Our long term client is one of the UKs leading wealth management advisory firms who are looking to bolster their technical support offering by recruiting a manager to one of their regional paraplanning teams covering their technical advisers in Scotland & Northern Ireland.

This client offers a genuine consultative service and focuses on fee based financial planning. It is a forward thinking organisation and one that is at the forefront of a professional advice driven service in the UK. They have built an enviable and loyal client base while remaining extremely attractive to new enquiries.

Ideally you will have prior experience of technical support within an independent environment (preferably a wealth manager), whilst progression with advanced qualifications will be viewed favourably, especially given the firm's focus on professional development and its alignment with RDR. Attainment of the Diploma is a company expectation.

Significant management experience is required as the role itself will focus primarily on management e.g. training, development, strategy, putting in place new procedures, liaising with other parts of the business rather than performing paraplanning tasks on a daily basis. Whilst a background as a paraplanner may be useful it is people management, gravitas coupled with technical ability within the IFA environment that is of particular importance to our client. You may be someone who is a sales support manager who wishes now to move into a more technical role.

On offer is a competitive basic salary of up to £40,000 plus bonus and an excellent benefits package.

Our client is a renowned name in the genuine Private Banking arena, offering a very traditional level of service to its HNW clientele.


They are now looking for a further two individuals to join their HNW advisory team – one in London and the other in Bristol. Ideally from a private banking or similar background, you will have had experience with HNW/UHNW individuals as well as having provided fee based holistic advice to UK res/non dom clients.


This is a non-sales position – totally advisory, relationship management bias and non-targeted. You must be Chartered Status and be expected to understand a discretionary and non-discretionary mandate. You will be supported by a well-educated technical and research team.

We are recruiting on behalf of a long standing client. They are a fee based wealth management advisory firm with offices throughout the country. They are keen to recruit an additional IFA/Sales Support Administrator to their team in their Cambridge location.
The successful candidate will be responsible for providing efficient and effective support to the firm’s clients, and you will ensure that outstanding customer service is provided at all times. This role also involves the processing and management of client documentation and liaising with the advisers and various product providers. You will be part of a great team providing on-going support to the Cambridge location.
Ideally you will be at least CF1 qualified, have experience within a fee based environment – although this is not essential – but also have the desire to continue studying.
On offer is an excellent basic salary, an extensive benefits package and superb career prospects.

Our client is a renowned name in the genuine Private Banking arena, offering a very traditional level of service to its HNW clientele.

They are now looking for a further two individuals to join their HNW advisory team – one in London and the other in Bristol. Ideally from a private banking or similar background, you will have had experience with HNW/UHNW individuals as well as having provided fee based holistic advice to UK res/non dom clients.

This is a non-sales position – totally advisory, relationship management bias and non-targeted. You must be Chartered Status and be expected to understand a discretionary and non-discretionary mandate. You will be supported by a well-educated technical and research team.

This City based wealth advisory firm – now has an urgent requirement to recruit a Head of Investment Marketing to its team. You will be part of a highly educated team who focuses on investment marketing, strategies and performance, and relays this to the firm’s introducers, prospects, institutions, etc.as well as clients as and when required.
You will have client-facing and presentation skills with a strong customer focus and have the ability to deal with demanding internal and external clients plus the ability to streamline support to busy fee-earning financial advisory teams and individual advisers. You will be degree educated, have an excellent understanding of economics and investment markets combined with first-class analytical, problem solving and decision-making skills and preference will be given to candidates who have proven experience of working effectively in an advisory, private client, fund manager or similar environment.

Our client is a small wholly fee based wealth management IFA firm, based in offices in London and Central Buckinghamshire.

They now require a senior well qualified and experienced Paraplanner to support their highly professional consultants who give holistic financial planning advice across investment management, tax planning and pension planning for both corporate and private HNW clients. The role will include research, preparing suitability letters and annual reports. You will ideally be full Diploma qualified and have experience of working within a fee based practice environment. As well as an excellent base salary there is an annual bonus, and other benefits including financial assistance towards further exams. You can be based in either the London or Buckinghamshire office.

Our client, one of the City of London’s finest boutique wealth management firms with c£4bn under management, now requires a Wealth Manager/Financial Planner to promote their offering to their HNW clients. The firm has an outstanding record of providing an exceptional level of mainly fee based holistic advice to clients of all levels including senior city barristers, and partners within the top tier accountancy firms.

As a new member of the team you will be passed a number of very HNW clients, who tend to be wealthy, financially astute and at times demanding and so you must be comfortable with these types of individuals. Ideally you will be working within a similar environment – typically a professional practice, be at least Degree and Diploma qualified and progressing towards completion of Chartered status. You will also be highly presentable and articulate.

Our West End based client is an independent fee based Boutique Family Wealth Management firm which provides holistic financial planning to a highly selective group of clients and their families for example, titled individuals/families, Aristocracy, City based Fund Managers, Entrepreneurs and senior business people. In essence they will all have a minimum of £2m net investable assets. The firm’s emphasis is on offering a complete lifestyle financial planning portfolio and service. They have a number of strategic partnerships who refer clients to the firm.
One of the senior members of the advice team is now relocating to the North, and as a result they are now keen to appoint an individual to replace him. This person will have in depth experience of giving fee based financial advice within the UHNW marketplace, who has a professional background and is qualified to Chartered Status and who will be able to commute to the West End office. You will be working alongside a highly technical paraplanning team, a number of investment analysts and senior financial planners. The role will be to develop and manage the client relationships and give counsel to them in respect of their personal financial affairs.
Ideally although not essential - included within your Chartered status exams, you will hold the Pension Transfer and Long Term Care qualifications. You must be able to communicate your knowledge in everyday language, understand the marketplace, and be highly accurate with particular attention to detail. You will also be immaculately dressed and presented and have outstanding client handling and servicing skills.
A shortlist of suitable candidates will be presented by myself to the Board at the end of the 1st week of March with formal interview/meeting with the client the following week.

We are proud to be working with a specialist national IFA wealth management firm who prides itself on fee based holistic financial planning. They are well established, profitable and have positioned themselves to be fully RDR compliant and have a loyal private client base.
As a result of recent acquisitions they now have an opportunity for a well qualified IFA to work within the South Wales area. You must be based in this area. There is not a requirement to bring clients but there is an emphasis on client rapport, client servicing and developing relationships. You will be used to giving consistent high quality investment/portfolio advice to senior clients. . You will be supported by diploma qualified paraplanners/report writers and a central administration team.
This position carries an excellent base salary together with an outstanding core and flexible benefits package.

We are proud to be working with a specialist national IFA wealth management firm who prides itself on fee based holistic financial planning. They are well established, profitable and have positioned themselves to be fully RDR compliant and have a loyal private client base.
As a result of recent acquisitions they now have an opportunity for a well qualified IFA to work within the Cambridge area. There is not a requirement to bring clients but there is an emphasis on client rapport, client servicing and developing relationships. You will be used to giving consistent high quality investment/portfolio advice to senior clients. . You will be supported by diploma qualified paraplanners/report writers and a central administration team.
This position carries an excellent base salary together with an outstanding core and flexible benefits package.

We are proud to be working with a specialist national IFA wealth management firm who prides itself on fee based holistic financial planning. They are well established, profitable and have positioned themselves to be fully RDR compliant and have a loyal private client base.
As a result of recent acquisitions they now have an opportunity for a well qualified IFA to work within the Suffolk area and its postcodes. There is not a requirement to bring clients but there is an emphasis on client rapport, client servicing and developing relationships. You will be used to giving consistent high quality investment/portfolio advice to senior clients. . You will be supported by diploma qualified paraplanners/report writers and a central administration team.
This position carries an excellent base salary together with an outstanding core and flexible benefits package.

We are proud to be working with a specialist national IFA wealth management firm who prides itself on fee based holistic financial planning. They are well established, profitable and have positioned themselves to be fully RDR compliant and have a loyal private client base.
As a result of recent acquisitions they now have an opportunity for a well qualified IFA to work within the Leeds area. There is not a requirement to bring clients but there is an emphasis on client rapport, client servicing and developing relationships. You will be used to giving consistent high quality investment/portfolio advice to senior clients. . You will be supported by diploma qualified paraplanners/report writers and a central administration team.
This position carries an excellent base salary together with an outstanding core and flexible benefits package.

We are proud to be working with a specialist national IFA wealth management firm who prides itself on fee based holistic financial planning. They are well established, profitable and have positioned themselves to be fully RDR compliant and have a loyal private client base.
As a result of recent acquisitions they now have an opportunity for a well qualified IFA to work within the Guildford area. There is not a requirement to bring clients but there is an emphasis on client rapport, client servicing and developing relationships. You will be used to giving consistent high quality investment/portfolio advice to senior clients. . You will be supported by diploma qualified paraplanners/report writers and a central administration team.
This position carries an excellent base salary together with an outstanding core and flexible benefits package.

We are proud to be working with a specialist national IFA wealth management firm who prides itself on fee based holistic financial planning. They are well established, profitable and have positioned themselves to be fully RDR compliant and have a loyal private client base.
As a result of recent acquisitions they now have an opportunity for a well qualified IFA to work within the Kent area. There is not a requirement to bring clients but there is an emphasis on client rapport, client servicing and developing relationships. You will be used to giving consistent high quality investment/portfolio advice to senior clients. . You will be supported by diploma qualified paraplanners/report writers and a central administration team.
This position carries an excellent base salary together with an outstanding core and flexible benefits package.

We are proud to be working with a specialist national IFA wealth management firm who prides itself on fee based holistic financial planning. They are well established, profitable and have positioned themselves to be fully RDR compliant and have a loyal private client base.
As a result of recent acquisitions they now have an opportunity for a well qualified IFA to work within the Haywards Heath area. There is not a requirement to bring clients but there is an emphasis on client rapport, client servicing and developing relationships. You will be used to giving consistent high quality investment/portfolio advice to senior clients. . You will be supported by diploma qualified paraplanners/report writers and a central administration team.
This position carries an excellent base salary together with an outstanding core and flexible benefits package.

Our client is a national, fee based wealth management advisory firm with its head office in London. As a result of their focus on their client offering they are now keen to recruit a senior paraplanner with management experience, to head up the existing team of 5 paraplanners/report writers in their London office. This position requires a strong technical and development bias, excellent leadership skills and preference will be given to a candidates who holds the advanced qualifications. You will need to ensure the efficient production of client reports and to develop and maintain effective business relationships, between the Paraplanning Team and the IFA Wealth Management Team.

On offer is an excellent base salary together with a fully flexible benefits package. This is an immediate start.

Our client, a highly regarded top tier national Accountancy firm, currently have vacancies in their offices in the above locations, for experienced IFA’s to manage and develop their existing client bank of corporate and private clients which currently brings in about 150K of fees and commission each year per location, but has a huge potential to increase.

The business is mainly Investments, Taxation and Trust work, GPP’s and employee benefit schemes such as PHI, DIS and PMI etc. There are also other existing clients to be passed on by the directors and other areas of business need to be developed. The ideal candidates will have the appropriate skills and be highly qualified - preferably Diploma Status - and with a good knowledge and experience in these areas. You will also have a small client following to supplement the clients being passed to you.

On offer is an excellent base salary with flexible benefits.

We are proud to have been exclusively retained by a City of London boutique wealth management practice which works in partnership with a leading international City based law firm. An opportunity has arisen for a Chartered qualified IFA to manage and develop this key relationship which will result in business opportunities with HNW clients of the law firm and MP’s at the House of Commons.

Apart from having a small HNW client following of your own, you will need to be able to be based in London or from home and have significant experience of dealing with clients at this level. You will have a designated PA and Paraplanner to assist you and the support of a well-established and top class practice which has an excellent reputation and long term consultants and clients.

This is a key City position which has the prospect of a Board position within 12 months.

Our client is a medium sized IFA wealth management firm, with offices in Sudbury, Suffolk and the City of London. They deal predominantly with pension based business especially corporate schemes however; they are keen to develop the growing investment side of the business as well. They are a well-established firm with a loyal and long standing HNW client base – which is typically City of London based.
As part of their continued growth there is now a position for a well-qualified IFA to play a hybrid role – to give technical advice as a paraplanner and to give advice to some of their allocated clients – this role is to be based mainly in their Sudbury office although it will involve some time spent in their London office. It is a non-target driven role.
The ideal candidate will have previous report writing/paraplanning experience and be able to give advice to clients as a registered IFA. In addition you will have City of London experience – this is very important. In essence this is a small team looking for an enthusiastic colleague to assist them with their fast growing HNW client bank.
On offer is a great base salary with exceptional benefits.

Our client is a true wealth management advisory IFA practice based in Henley on Thames in Buckinghamshire and due to continued growth - they are now seeking an IFA sales administrator to join the team. They specialise predominantly with HNW clients, focusing on Investment strategies and general pension business. This is a busy team and you must have experience of Intelliflo software and be completely IT literate. You should also be working towards the FPC qualification

Our client is a small, highly profitable IFA near Norwich with excellent levels of client loyalty. They have moved into new - owned premises on the outskirts of Norwich and are now embarking on a steady growth plan. They have reviewed their client bank and have a small client offering to a new IFA to come on board but more so they have an untapped resource by way of a local solicitor and accountancy practice with business ready to be written They are a super team - with full technical paraplanner and administration support and are highly regarded in their locality. This is an excellent opportunity to further career with a successful, friendly and well established IFA practice.

On offer is an excellent remuneration package to include bonus, commission and profit share.

Our client is a well-established HNW IFA firm based near Harpenden, Hertfordshire. Due to continuous growth, they now have a need for an administrator to join the team. They are predominantly an investment and pension specialist IFA practice offering holistic financial advice to media, sports, entertainment and HNW clients. This role involves all administrative duties and sales support within a great working environment and you will be a valued member of the team assisting a number of well qualified IFA consultants. Preference will be given to candidates who hold at least the FPC qualification or studying towards this, and prior experience in this role is necessary. You must have experience of 1st software. It would suit an individual who is keen to progress into a paraplanning role at a later date.

On offer is a good base salary with on-going bonus and benefits. The role will involve the following:

New Business processing from submitting the application through to issue - whilst maintaining records on 1st, central register, trackers, etc.
Pipeline - dealing with application process, i.e. medical or further into etc.
Compliance monitoring, i.e. file checks, involvement with FSA reporting
Existing policy research and analysis - pension projections and TVAS.
Carry out valuations for clients via website & post, including annual reviews - activity tracker and up to date review when business complete
Fund reviews & re-balancing/monitoring for clients
Receiving and distributing memo’s/ providing information as necessary
Sourcing quotes via the exchange.
Mortgage sourcing
Making up a fully compliant file
Other general duties will include answering the telephone and dealing with day-today general enquiries via post & phone. Interpersonal skills are essential as the successful candidate will be working within a small dedicated team.

We have worked with this particular client for over eight years. They are undoubtedly market leaders in wealth management and fee based financial planning. To bolster their client propositions, they are keen to add to their well-qualified team of paraplanners and they have a vacancy in their Exeter office. You will be working very closely with the IFA team, and you will need to have excellent report writing skills, a thorough knowledge of financial products and be able to converse at all levels as you will be required to attend client meetings. Preference will be given to candidates who have at least 2 papers towards their Diploma level qualification. This position has an excellent base salary and outstanding benefits

Our client is a well known national wealth management advisory firm. They are keen to appoint a Manager to oversee the two teams of IFA sales support administrators – this position will be based in Bristol although there is a requirement to travel to the Exeter office. The team is responsible for providing efficient and effective administrative support to a group of wealth advisers and for providing an efficient service to the firm’s clients whilst coordinating change and continuous improvement within firm.

This is an excellent position with a strong basic salary, bonus and extensive benefits.

An excellent opportunity exists for an additional experienced consultant to join a leading IFA in their offices in Peterborough. This long standing, highly reputable and focused Practice is looking to appoint a Senior Consultant who will be dealing with business that is high net worth, the majority of which will come from existing clients (repeat business and referrals), and leads derived from national associations with Accountants and Solicitors. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support. Full Paraplanner support will be available to enable you to concentrate and focus fully on your clients and their needs.

My client is a high profile advisory firm based in central Cambridge and as a result of a recent acquisition they are keen to recruit a Diploma qualified IFA in the Bury St Edmunds to Felixstowe corridor, to take over a sizeable well connected client bank – there is huge potential here backed up by a well qualified team of paraplanners and administrators. On offer is an excellent salary, bonus and benefits package

An outstanding opportunity exists within the Private Client Division of this highly reputable and prestigious regional and international IFA, for an experienced individual to join their existing team. The role will entail working with both the Domestic and International affluent and you will have access to both offshore and onshore products together with Private banking and Stockbroking services. The majority of the business will come from the existing client banks and referrals. In addition to a highly competitive remuneration package, you will receive unprecedented levels of administration and technical support. This will enable the correct individuals to elevate their careers to the highest levels. You must be Diploma qualified and highly competent and well versed in all aspects of HNW financial planning and advice.

Our client, a highly regarded Accountancy firm, currently have a vacancy in their Haywards Heath office for an experienced IFA to manage and develop their existing client bank of corporate and private clients which currently brings in about 100K of fees and commission each year but has a huge potential to increase. The business is mainly Investments, GPP’s and employee benefit schemes such as PHI, DIS and PMI etc. There are also other existing clients to be passed on by the directors and other areas of business to be developed. The ideal candidate will have the appropriate skills and be highly qualified – preferably Chartered Status – and with a good knowledge and experience in these areas.

Our client is a boutique wealth management firm in the City of London who are keen to appoint an Employee Benefits administrator.

The role will be dealing with all administration relating to our client’s group policies including; DIS, PMI, Dental, Travel & CI, including processing new joiners to their group schemes, creating new joiner packs, joining new employees to group risk policies, processing new pension business online and informing the employer of new joiners to pension schemes.

Additional duties will include

• Administering monthly pension payments for group schemes.
• Scanning of post & new business as our client is a paperless office using plum software
• Obtaining renewal terms for group risk policies.
• Processing commission monthly

The ideal candidate will have two years as an EB administrator, hold the
Financial Planning Certificate or be part way to obtaining this and have a good knowledge of excel, word, power point, and outlook

On offer is an exceptional salary and benefits package with an award winning firm.

Our client is a prestigious and progressive wealth management firm based in the City of London, and they are now looking for 2 additional consultants to join their highly experienced and educated team, servicing clients in London and Cambridge. They offer comprehensive, innovative and practical fee based wealth management solutions, using the latest technology to make sure that their clients financial goals are kept on track and that their investments work as hard as possible for their clients. You will be working towards Chartered status, have at least 3 years fee based experience and be used to working with professional introducers. This a super position for forward thinking ambitious consultants who wish to move up a gear within wealth management.

We have worked with this particular client for over eight years. They are undoubtedly market leaders in wealth management and fee based financial planning. To bolster their client propositions, they are keen to add to their well qualified team of paraplanners and they have vacancies in each of the above locations. You will be working very closely with the IFA team, and you will need to have excellent report writing skills, a thorough knowledge of financial product and be able to converse at all levels as you will be required to attend client meetings. Preference will be given to candidates who have at least 2 papers towards their Diploma level qualification. This position has an excellent base salary and outstanding benefits.

Our client is a national, fee based wealth management advisory firm with its head office in London. As a result of their focus on their client offering they are now keen to recruit a senior paraplanner/technical report writer to head up the existing team of 5 paraplanners in their London office. This position requires a strong technical bias, excellent leadership skills and preference will be given to a candidates who hold the advanced qualifications and who have prior management experience. On offer is an excellent base salary together with a flexible benefits package.

Our client is a leading single branded accountancy firm in Cambridge - with additional offices in London, Norwich and Ipswich. They have a wholly owned boutique wealth management IFA firm. As a result of focused expansion in the Cambridge office - they are now keen to appoint a senior IFA sales manager to the team - this is a key position and will offer the successful individual unprecedented levels of career development and personal achievement.

Ideally, you will have an outstanding track record in IFA management, be at least Diploma qualified with excellent leadership skills. You must also be able to motivate and develop an already highly achieving team.

On offer is a superb base salary plus bonus and extensive benefits.

Our client is a boutique wealth management firm in the City of London who are keen to appoint an Employee Benefits administrator.

The role will be dealing with all administration relating to our client’s group policies including; DIS, PMI, Dental, Travel & CI, including processing new joiners to their group schemes, creating new joiner packs, joining new employees to group risk policies, processing new pension business online and informing the employer of new joiners to pension schemes.

Additional duties will include

• Administering monthly pension payments for group schemes.
• Scanning of post & new business as our client is a paperless office using plum software
• Obtaining renewal terms for group risk policies.
• Processing commission monthly

The ideal candidate will have two years as an EB administrator, hold the
Financial Planning Certificate or be part way to obtaining this and have a good knowledge of excel, word, power point, and outlook

On offer is an exceptional salary and benefits package with an award winning firm.

Our client is an established private financial services wealth management firm in the Birmingham. They have additional office facilities in London and Reading. As part of their continuing development and succession planning programme, they are keen to attract a well qualified financial planner to the team who will work closely with their firm of Stockbrokers in the Birmingham office. The position and the person are expected to develop to management level as part of this programme. The candidate will be self sufficient, experienced and fully conversant with all aspects of a first class, client orientated, financial services operation. The ideal candidate would be Chartered or well on the way to becoming so, and our client would expect the candidate to be fully qualified for RDR status when that requirement becomes live. Finally, the ideal candidate would be enthusiastic, positive and perhaps looking for a place to develop his client and business management skills, to realise their potential and enjoy working within a team whilst contributing to the growth of the practice. Apart from managing and further developing your own substantial client bank, you will have the opportunity to work alongside a very prestigious stockbroking firm in Birmingham and therefore relationship management skills are paramount.

Our client is now seeking to appoint a Client Relationship Manager within their employee Benefit team. The role is to maintain a portfolio of key client accounts and ensure further business opportunities are maximised. The Relationship Managers advise primarily on Employee Benefit Provision with a key focus on Defined Benefit and Occupational Pension Schemes, Group Personal Pension Plans and Stakeholder Pensions.It is essential that you hold the Full Certificate in Financial Planning or equivalent, be studying towards RDR Level 4 qualification, have a proven track record in Financial Services with an excellent DB knowledge and an excellent knowledge of the pensions market in general, and have a minimum of 3 years DB/Occupational Group and Personal Pension sales knowledge within an IFA environment.Preference will however be given to holders of the G60 or Advanced Diploma in Financial Planning.This is a super position within a top tier national firm with an outstanding salary and benefits package.

Our client is a well known Accountancy practice firm with offices in London and Oxford – they also have a separate financial planning arm. Due to unprecedented growth, they now have an opening for a highly qualified wealth consultant to join the team in their Oxford office. There will be the opportunity to work on a database of good quality clients and new leads from introducers. You must be driven, focused and have the ability to develop business at senior levels and manage relationships. Ideally you will be working towards the Diploma qualification with direct relevant experience in this field. . There are excellent support structures in place including an exclusive use of a paraplanner and PA.

Our client is a Croydon based IFA wealth management firm and due to recent growth - they are now seeking an experienced IFA sales administrator to join the team. They specialize predominantly with HNW clients, focusing on Investment strategies, holistic financial planning and general pension business. This will involve new business processing and the successful individual will ideally have experience in WRAP platforms together with their FPC exams.

Our newly acquired client is a boutique wealth management firm based in the City of London. They are keen to recruit a senior administrator to the team whose role will be to provide an outstanding support service to the highly qualified advisory team and their private clients.
The key aspects of the role are as follow:

• To assist the advisory team with pre-meeting / pre-contact preparation, to include research into clients’ existing financial arrangements and where relevant the production of a plan summary / portfolio valuation and obtaining compliant illustrations and supporting documentation where relevant.

• An element of processing new business submissions, (usually online via the firm’s investment platform or ‘wrap’ account).

• Use of their ‘wrap’ platform to process investment trades, fund switches, portfolio rebalancing, cash management activity requested by the financial planners as part of the firm’s ongoing wealth management service to clients.

• Assisting with accurately entering data and producing output reports using specialist cash flow modelling software, Truth

• Assisting in preparation of basic Suitability Reports using online templates

• Providing Management Information reports using 1st Software


This role offers continual personal and career development, and assistance will be given to sit further technical exams.
The ideal candidate must have five years industry experience, preferably will be degree qualified, will hold the full FPC qualification and progressing their studies towards the Diploma qualification. You will also have excellent analytical and numerical skills.

Our client is a long established top tier provider of wealth management solutions with private banking facilities based in a number of prime locations throughout the UK. Due to continued growth they now require a Compliance Manager - who has experience in private banking investment products, stockbroking and wealth management - to oversee the whole of the sales process including reviewing both ongoing and new business; the adherence to FSA regulations, and, any issues revolving around complaint handling. This senior position will be based in the London office and will report directly to the Head of the Wealth Management team. You must possess business sense and governance sense and have excellent interactive and interpersonal skills which are needed when working with the senior team. This is a brilliant opportunity to progress ones career within a well known and respected wealth management firm.

Our client is a private bank with a National and Global brand. They are now looking to develop a new investment division in London to work alongside Senior Private Bankers and advise their clients as necessary The work is on a fee basis and passed across internally. Candidates will ideally be carrying out a similar role at present and preference will be given to those candidates who are IMC preferred

Our client is now seeking to appoint a Client Relationship Manager within their employee Benefit team. The role is to maintain a portfolio of key client accounts and ensure further business opportunities are maximised. The Relationship Managers advise primarily on Employee Benefit Provision with a key focus on Defined Benefit and Occupational
Pension Schemes, Group Personal Pension Plans and Stakeholder Pensions.

It is essential that you hold the Full Certificate in Financial Planning or equivalent, be studying towards RDR Level 4 qualification, have a proven track record in Financial Services with an excellent DB knowledge and an excellent knowledge of the pensions market in general, and have a minimum of 3 years DB/Occupational Group and Personal Pension sales knowledge within an IFA environment.

Preference will however be given to holders of the G60 or Advanced Diploma in Financial Planning.

This is a super position within a top tier firm with an outstanding salary and benefits package.

Our client is a well established HNW IFA firm based in Marlow, Buckinghamshire. Due to continuous growth, they now have a need for an experienced, well qualified Paraplanner to join the team. They are an investment and pension based practice – offering a full holistic financial planning service in niche markets with clients predominantly based in the City of London. This position will be supporting the Practice Director and therefore technical ability is a must. You should also hold or be working towards the full Diploma and have at least 3 years focused paraplanning experience. On offer is a great working environment, together with an excellent salary and benefits.

Our client is a true wealth management firm of IFA’s based in Croydon, with the majority of their business being investment led, and involving IHT, taxation and trusts. Reporting to the Director of Wealth Management, this is a technical paraplanning role requiring experience of (and confidence in) dealing in the high net worth market. Attention to detail is paramount. Our client is looking for someone with a sound knowledge of investment strategies and who has the ability to undertake technical research and preparation for client meetings, attend client meetings and taking minutes, prepare client reports and suitability letters, handle technical client queries, and assist with creation/evolution of client portfolios. You will need to be either Diploma level or working towards this level with at least 3 years solid paraplanning experience under your belt

Our client is well established, high profile firm of IFA’s in Watford – and due to continuous growth, they now have a need for an experienced senior administrator/paraplanner to join the team. They are predominantly an investment and pension based practice with a loyal, long standing and niche client following. There is a great working environment and you will be assisting a team of well qualified IFA consultants. This is a full time position with excellent base salary and benefits. The ability to speak Guajarati although not essential is preferred and preference will also be given to those holding the FPC qualification.

Our client is well established, high profile firm of IFA’s with offices in Wembley, Barnet and Watford – and due to continuous growth, they now have a need for an experienced senior administrator/paraplanner to join the team. They are predominantly an investment and pension based practice with a loyal, long standing and niche client following. There is a great working environment and you will be assisting a team of well qualified IFA consultants. This is a full time position with excellent base salary and benefits. The ability to speak Guajarati although not essential is preferred and preference will also be given to those holding the FPC qualification.

Our client – a highly regarded and successful company, are keen to talk to experienced IFA's as a result of recent expansion within their organization following an impressive period of growth and healthy profit.Ideally you will have some proven business development and retention skills and the desire to get involved with large corporate clients and individual high value clients in the West Midlands.You must be able to develop client relationships and write business across the full regulated arena. The earnings potential with this company are outstanding including an excellent basic salary, bonus, and an extensive benefits package.If this of interest please forward your CV in confidence and we will contact you by return.

Our client – a highly regarded and successful company, are keen to talk to experienced IFA's as a result of recent expansion within their organization following an impressive period of growth and healthy profit.Ideally you will have some proven business development and retention skills and the desire to get involved with large corporate clients and individual high value clients in the West Midlands.You must be able to develop client relationships and write business across the full regulated arena. The earnings potential with this company are outstanding including an excellent basic salary, bonus, and an extensive benefits package.If this of interest please forward your CV in confidence and we will contact you by return.

Our client is a well established commercial insurance brokerage and an IFA firm and due to continuing growth they now have an opening for an experienced paraplanner to join the team. The key tasks are:• Identify new business opportunities• Co-ordinate marketing activities• Product/provider research• Obtain illustrations from product providers & The Exchange• Use product provider websites, investment platforms & submit online applications • Write reports & suitability letters• Follow compliance procedures• Administration of group personal pension, stakeholder & other corporate schemes (incl group life & income protection)• General correspondence with clients & product providers• Process proposal forms & new business applications• Load/update client records & maintain client files• Other general administration as requiredThe successful candidates should• Preferably have a minimum of 5 years’ industry experience• Be able to work independently and as part of a team• Have a minimum of Certificate in Financial Planning (CertPFS) qualification or equivalent, and preferably working towards (or already have) Diploma in Financial Planning (DipPFS)• Have good all round knowledge of pensions, protection & investmentsThere are excellent benefits on offer together with an achievable bonus structure.

Our client is a prestigious, specialist and progressive wealth management firm in Manchester, offering holistic financial planning for High Net Worth individuals including Investment Portfolio reviews, tax and estate planning. They continually research and develop their extensive range and delivery of services to meet the needs and expectations of their private clients and the majority of their business is on a referral basis and consists of an increasing number of wealthy private clients who need professional advice. Your role will be to manage the existing clients, work closely with the wealth management team and develop referrals. You will need to be technically strong and have an outstanding track record in dealing with business in the HNW sector, and be well qualified preferably to at least Diploma status.

Our client is a prestigious, specialist and progressive wealth management firm in Solihull, offering holistic financial planning for High Net Worth individuals including Investment Portfolio reviews, tax and estate planning. They continually research and develop their extensive range and delivery of services to meet the needs and expectations of their private clients and the majority of their business is on a referral basis and consists of an increasing number of wealthy private clients who need professional advice. Your role will be to manage the existing clients, work closely with the wealth management team and develop referrals. You will need to be technically strong and have an outstanding track record in dealing with business in the HNW sector, and be well qualified preferably to at least Diploma status.

Our client is a medium sized IFA in Chepstow - with a requirement to recruit an additional paraplanner to the team. This is a specialist role - primarily focusing on all aspect o f financial planning. You must be at least FPC qualified and have at least 3 years paraplanning experience. You will assist a team of wealth consultants with particular duties involving report writing and product research. This is a great role within a true wealth firm.

Our client is an established wealth management firm currently employing circa.70 people with close to 20 advisers spread across the group. The Eastbourne office is the main hub. Whilst the firm retains elements of conventional IFAs, the focus in recent times has been moving
to Platform-focused services with the firm obtaining permission for discretionary investment
management. Due to continued growth they are now keen to recruit a Compliance Monitoring Officer. The main purpose of the role is to work with the existing Compliance Officer, their Advisers and paraplanners in assisting the business to meet its regulatory obligations. This will involve a comprehensive programme for business monitoring in line with the Compliance
Plan and by providing ongoing compliance advice to the advisers & paraplanners.
Ideally, you will have good product/technical knowledge underpinned by some meaningful qualification (e.g. AFPC or DipPFS or progress with SII diploma, not just FPC), a knowledge of Investment Fundamentals, experience of SIPPs, wraps and/or ongoing investment services; in particular, the advice & regulatory issues around migrating old-Life Co business to these new services, and knowledge of key aspects of the FSA handbook and associated sources. This is a superb role with in a true wealth firm.

Our client is a small sized well established IFA in Bishops Stortford. Due to continued growth and as a result of recruiting 2 additional IFA’s to the team, a position has arisen for a Paraplanner/PA to assist the Managing Director. This is an excellent role, with a good base salary plus profit share payable quarterly. The hours will be 9:00 to 5:30 5 days a week and you must be FPC Qualified heading towards if not at diploma status.
In addition you will have experience using O and M Pension Profiler, Synaptics, The Exchange , research and subsequent Suitability Report writing skills with a bias towards pensions and Investments. Furthermore, you must have the ability and appetite to provide PA support and to use digital dictating equipment/software as there is often a requirement to do bespoke reports to clients which are sometimes dictated remotely and require typing.

Our client is a family owned firm of Independent Financial Planners situated within the Lake District National Park. They offer a fee based service and are extremely professional honest and pro active in their approach. The have tremendous support staff and IT systems, and provide an excellent environment in which to work. They are keen to recruit a junior financial planner to the team and ideally you will have a couple of years experience either in an IFA, multi tied or bancasurrance environment. There will be access to their existing clients (about 2500 unallocated) and you will be able to work with a number of their professional connections.

Our client is a family owned firm of Independent Financial Planners situated within the Lake District National Park. They offer a fee based service and are extremely professional honest and pro active in their approach. The have tremendous support staff and IT systems, and provide an excellent environment in which to work. You will have access to their existing clients and be able to work with a number of their professional connections. For this position you will ideally be qualified or working towards Diploma level and have experience of advising a range of different clients.

Our client is a well established central London IFA firm with 8 advisers and 8 support staff. As a result of an additional IFA joining the team they are now seeking a dedicated business administrator with at least 10 years experience to support the additional senior adviser. You will need excellent administration skills, a knowledge of 1st software and word, you will have the ability to analyse product and fund charges and have experience in dealing with small company schemes administration i.e. GPP’s and DIS. This is a work hard play hard outfit with excellent salary and benefits.

Our client is a long standing, well known Mortgage Consultancy and due to unprecedented growth they now have positions available in their Estate Agency branches in the following locations: Bristol, Swindon, Weston Super Mare, Taunton, Bridgewater, Cheltenham, Evesham, and areas within South Wales.
You must be used to working within a team environment, be able to build relationships with customers, be CeMAP or MAQ qualified and experienced in the mortgage marketplace. These are superb positions with a good salary, bonus and benefits.

Our client established in the early 90’s, is a well established, profitable and expanding IFA based in the City of London. Due to an increase in ongoing business from their existing client bank they are now seeking a service orientated IFA who has at least two years experience in the group pension and/or private client marketplace. They have a huge variety of clients so flexibility is a must together with an international outlook. Having French language skills would be advantageous but not essential.

Our client is a true wealth management IFA fee based practice based in Bishops Stortford, with the majority of their business being investment led, and involving IHT, taxation and trusts work. Reporting to the Managing Director, this is a technical paraplanning role requiring experience of (and confidence in) dealing in the high net worth market. Attention to detail, ability to work unsupervised, under pressure and to tight deadlines are all essential. The role will be ideal for experienced paraplanners who want to “move up a gear”. It will entail technical research and preparation for client meetings, attending client meetings and taking minutes, preparing client reports and suitability letters, handling technical client queries, assisting with creation/evolution of client portfolios, ensuring the team complies with FSA and internal compliance procedures and attending monthly group marketing meetings. You will need to be working towards Diploma level, and have a strong technical knowledge of Investments, IHT and Pension business.

Our client is a small wholly fee based wealth management IFA firm, based in offices near Ware in Central Hertfordshire (30 minutes from Liverpool St Station). They now require a senior well qualified and experienced Paraplanner to support their highly professional consultants who give holistic financial planning advice across investment management, tax planning and pension planning for both corporate and private HNW clients. The role will include research, preparing suitability letters and annual reports. You will ideally be full or part Diploma qualified and have experience of working within a fee based practice environment. As well as an excellent base salary there is an annual bonus, and other benefits including financial assistance towards further exams.

Our client is a well established, medium sized IFA firm in Eastbourne who have three different strands to their business – a financial planning arm, a general and commercial insurance brokerage and a private medical outlet. Due to ongoing growth and acquisitions they are now seeking to recruit an additional IFA to the team. You will have access to an ongoing client bank and be supported by a paraplanner, two business development managers and a full team of administrators. Furthermore they also have a telesales team supporting all areas of the business. Whilst this is primarily an employed package – they will consider a self employed package with excellent remuneration and commission splits if you wish. Preference will be given to candidates who are well qualified and studying for , or who are already Diploma status.

Our client is a true wealth management practice with the majority of their business being investment led, and involving IHT, taxation and trusts work. Reporting to the Practice Director, this is a highly technical paraplanning role requiring experience of (and confidence in) dealing in the high net worth market. Attention to detail, ability to work unsupervised, under pressure and to tight deadlines are all essential. The role will be ideal for experienced paraplanners who want to “move up a gear”. It will entail technical research and preparation for client meetings, attending client meetings and taking minutes, preparing client reports and suitability letters, handling technical client queries, assisting with creation/evolution of client portfolios, ensuring the team complies with FSA and internal compliance procedures and attending monthly group marketing meetings. You will need to be educated to at least Diploma level, and have a strong technical knowledge of Investments, IHT and Pension business. Preference will be given to candidates who have experience of Prestwood/Truth financial planning software. This is an immediate start.

Our client is a TOP 50 Accountancy practice with office in London City and North London – they also have a separate financial planning arm. Due to unprecedented growth, they now have an opening for a highly qualified wealth consultant to join the team. Ideally you will have a client following with some funds under management and this will be used to supplement the clients of both the fee based firm and the accountancy practice. The majority of their business is investment based with a particular emphasis on holistic financial planning.
There are excellent support structures in place including an exclusive use of a paraplanner and PA.

Our client is a small, highly profitable IFA in Norwich with excellent levels of client loyalty.
They have moved into new - owned premises on the outskirts of Norwich and are now embarking on a steady growth plan.
They have reviewed their client bank and have a small client offering to a new IFA to come on board but more so they have an untapped resource by way of a local solicitor and accountancy practice with business ready to be written
They are a super team - with full paraplanner and administration support and are highly regarded in their locality.
This is an excellent opportunity to further career with a successful, friendly and well established IFA practice.

Our client is a well regarded medium sized IFA firm in Colchester and have been established for 35 years. They have recently completed a number of acquisitions and as a result they have considerable clients within and around the Colchester area to be seen and therefore they are now seeking to attract a well qualified IFA to the team. This is a genuine opportunity to join a super company and develop your earnings potential. They will pay upper quartile remuneration packages typically 85% of all business you write. There is also full paraplanner and admin support

Our client is a wealth management IFA practice based within offices near Slough, and due to recent growth - they are now seeking an IFA sales administrator to join the team. They specialise predominantly with HNW clients, focusing on Investment strategies and general pension business. This is a busy team and you must have experience of 1st software and be completely IT literate. You should also be FPC qualified.

Our client is a prestigious, specialist and progressive consulting firm based in Bishops Storford, Hertfordshire, which has been established in excess of 25 years and whose focus is predominantly on HNW clients. The majority of business is on a referral basis and consists of an increasing number of wealthy private clients who need professional advice. The principal is keen to attract an IFA to the team who will play a key role in his exit strategy. Your role will be to manage the existing clients, work closely with the managing director and his clients and develop referrals. You will need to be technically strong and have an outstanding track record in dealing with business in the HNW sector. This is a genuine fully employed IFA role in a super company with a loyal client base.

Our client is one of the oldest established private financial services practices in the UK, based in Oxfordshire, and seeking an IFA to join their team as part of their continuing development and succession planning programme. The position and the person are expected to develop to management level as part of this programme.

The candidate will be highly qualified, self sufficient, experienced and fully conversant with all aspects of a first class, client orientated, financial services operation. The ideal candidate would be Chartered or well on the way to becoming so. Our client would expect the candidate to be fully qualified for RDR status when that requirement becomes live. The candidate will have their own substantial, current client bank (circa £60k+ per annum), and will be naturally discreet, articulate and educated to degree standard or equivalent.

Finally, the ideal candidate would be enthusiastic, positive and perhaps looking for a place to develop his client and business management skills, to realise their potential and enjoy working within a team whilst contributing to the growth of the practice.
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Apart from managing and further developing your own substantial client bank, you will have the opportunity within 12 months of working with high net worth clients in the Home Counties and London and therefore our client are looking for a candidate with easy access to both Oxfordshire and London

Our client is a HNW consultancy fee based IFA firm based near Marlow. Due to continuous growth, they now have a need for an experienced sales support administrator to join the team. They are predominantly an investment and pension based practice – and therefore you must have experience within this marketplace – and have knowledge of 1st software. The role is working amongst a team of administrators and is a true support role to the IFA team. You will ideally have the FPC qualification.

Our client is a HNW consultancy fee based IFA firm based near Marlow. Due to continuous growth, they now have a need for an experienced paraplanner to join the team. They are predominantly an investment based practice – and therefore you must have experience within this marketplace – covering such areas as VCT’s and EIS’s. You should be diploma qualified and have knowledge of 1st software

Our client are a well known true wealth management firm of IFA’s based in North London and specialise in IHT, taxation and trust work, and investment based business. They are keen to recruit a top grade, experienced well qualified Paraplanner to join the team. They are very busy – with category A clients and have a number of professional introducers who work with them. This is great position within a small highly focused team. You must be at least AFPC/Diploma qualified for this role.

This ia an outstanding position, reporting to the Practice Principal of a high net worth wealth management practice. The role will require you to maintain, grow and develop the Sales Consultant Team within the Practice in line with the Practice's objectives of becoming the most profitable and respected Practice within this national wealth consultancy.The Key objectives are:1. Manage Advisers to meet Practice goals2. Grow Practice Funds under Management3. Keeping in line with agreed profit to expense ratio4. Grow the Sales Team in line with Practice targets5. Maintain high client satisfaction and persistency6. Maintain and develop an effective marketing strategy7. Work effectively with the Office Director8. Ensure opportunities within Practice Owner’s client bank are maximisedIn addition, you will be required to hold regular Sales Meetings and one-to-ones with Advisers, maintain daily contact with Advisers, monitor KPIs, hold Advisers accountable to agreed minimum standards of productivity, activity and define Practice standards, support Advisers in the area of training and development, support Advisers in developing joint ventures, acquiring Business Consultants and Introducers, produce timely and accurate reports of progress to the Practice Principal. You must be proactive and disciplined, with leadership qualities. You will also need to be cost conscious, numerate with a strong work ethic, being happy to be judged by results.Other helpful qualities would be IT literacy, creativity and a strong ambition to create a very special organisation and to take pride in achieving this goal.Sales Management experience is essential, with a proven track record of adding value to their team. FPC qualifications are not essential, but highly desirable as this is highly likely to impact in respect from and subsequent leadership of Advisers.

Our client is a well established mortgage based business with offices in Surrey and Peterborough. Due to unprecedented growth and the desire to move into the IFA market – they now have a vacancy for an IFA to join their team in Surbiton, Surrey. This position will support the field based mortgage consultants and you will be required to provide specialist advice on Pensions and Pension transfer business – principally working from signed client letters of Authority. This will be an office based role with the majority of the business conducted over the phone or by post. All leads/business will be provided. The ideal candidate will be well qualified and will have experience in this field.

Our client is a UK mutual building society based in the North West offering their clients a broad range of financial products. Due to continued growth, they are keen to recruit a Financial Services Manager to the group reporting to the directorate.
They have a very clear business plan, and this role will focus on the business and career development of the current IFA team, the recruitment of further well qualified IFA’s and the management of new and ongoing relationships with professional introducers.
This is a great time to join the group in an exciting period of growth.
You must be Chartered Financial Planner status to qualify for this position.

Our client is a true wealth management practice with the majority of their business being investment led, and involving IHT, taxation and trusts.
Reporting to the Practice Director, this is a highly technical paraplanning role requiring experience of (and confidence in) dealing in the high net worth market. Attention to detail, ability to work unsupervised, under pressure and to tight deadlines are all essential. The role will be ideal for experienced paraplanners who want to “move up a gear”.
It will entail technical research and preparation for client meetings, attending client meetings and taking minutes, preparing client reports and suitability letters, handling technical client queries, assisting with creation/evolution of client portfolios, ensuring the team complies with FSA and internal compliance procedures and attending monthly group marketing meetings.
You will need to be educated to at least AFPC level, and have a strong technical knowledge of Investments and IHT business. Preference will be given to candidates who have experience of Prestwood/Truth financial planning software.

Our client is a small niche IFA based in Watford who are keen to recruit a paraplanner to the team. They currently have 3 IFA consultants and are keen to expand the support side of the business. The majority of the business is investment based.
You must have prior experience in this role and be well qualified.

Our client is a medium sized IFA covering the Watford, Wembley and North London areas - and who have a niche, local and loyal client bank built up over many years. The business will tend to be investment biased - although the full spectrum of financial planning is covered.
They have experienced steady growth and are now keen to recruit an additional IFA to the team to work soley on the company's clients.
There is excellent support in place including full paraplanner and administrative support.
You must be fully qualified and working towards Diploma status.

Our client is one of the oldest established private financial services practices in the UK, and they are seeking a Senior IFA to join their team as part of their development and succession planning programme. The candidate will be extremely highly qualified - preferably Chartered Status,experienced and fully conversant with all aspects of a first class, client orientated, financial services operation In addition to their own substantial client bank (circa £50k per annum), the candidate will manage and develop a key business partnership with a Midlands-based, major international stockbroking firm and will plan and integrate with one of our clients most respected and highly successful IFAs in his eventual retirement, as his successor for his long standing, grade A clients. On offer will be a well established and top class practice which has an excellent reputation and long term consultants and clients. An excellent package in the region of £70,000+ which will be calculated through the level of business generated for the practice. A working environment which rewards resourcefulness, hard work and commitment and in return receives encouragement and support. Outstanding administrative PA support consistent with this high level appointment

This is a great opportunity to join a HNW consultancy/Property Agents as a mortgage broker - covering 2 of the above locations.You will currently be a mortgage broker and Cemap qualified and have experience within the HNW end of the mortgage market. The majority of business will be passed via the team within the International Property Agency.

Our client is a well established, prestigious IFA firm based in Colchester. The Principal of the business is due to retire shortly and is keen to conclude his exit strategy by attracting a well educated and experienced IFA to take over the practice.
The successful individual will have access to all of the firm’s clients and introducers and there will be outstanding levels of administration and full paraplanner support.
This is an excellent opportunity to develop your career within an investment based practice and run your own business.

Our client is a top wealth practice in beautiful offices in Buckinghamshire, and due to recent growth - they are now seeking an IFA sales administrator to join the team.
You must have experience within pension transfers and 1st software. This is an excellent opportunity to join a true new model adviser wealth firm.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy firm in their offices in Skipton. This highly reputable and focused Practice is looking to appoint a further IFA consultant to their team who will be dealing with business that is HNW, the majority of which will come from existing clients, marketing campaigns and seminars. You will be experienced in offering advice to corporate and individual clients, and be or working towards Chartered status. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support

Our client is a small, highly profitable IFA in Norwich with excellent levels of client loyalty.
They have moved into new - owned premises on the outskirts of Norwich and are now embarking on a steady growth plan.
They have reviewed their client bank and have a small client offering to a new IFA to come on board but more so they have an untapped resource by way of a local solicitor and accountancy practice with business ready to be written
They are a super team - with full paraplanner and administration support and are highly regarded in their locality.
This is an excellent opportunity to further career with a successful, friendly and well established IFA practice.

Our client is a true wealth management firm and due to internal promotion a Practice Managers role has now become available.
You must be well educated, have a through understanding of the industry and have had previous experience in a similar role.
You will be required to be IT literate, have the ability to converse at all levels with HNW clients and wealth consultants. The role will include the day to day running of the Practice, liasing with paraplanners and establishing/holding weekly sales meetings.
This is an all encompassing role and a great opportunity to develop ones career further.

An outstanding opportunity exists within the Private Client Division of this highly reputable and prestigious regional and international IFA, for an experienced individual to join their existing team.

The role will entail working with both the Domestic and International affluent and you will have access to both offshore and onshore products together with Private banking and Stockbroking services. The majority of the business will come from the existing client banks and referrals. In addition to a highly competitive remuneration package, you will receive unprecedented levels of administration and technical support.

This will enable the correct individuals to elevate their careers to the highest levels. You must be AFPC qualified and highly competent and well versed in all aspects of HNW financial planning and advice.

Our client, a highly regarded top tier national Accountancy firm, currently have vacancies in their offices in the above locations, for experienced IFA’s to manage and develop their existing client bank of corporate and private clients which currently brings in about 150K of fees and commission each year per location, but has a huge potential to increase.

The business is mainly Investments, Taxation and Trust work, GPP’s and employee benefit schemes such as PHI, DIS and PMI etc. There are also other existing clients to be passed on by the directors and other areas of business need to be developed.

The ideal candidates will have the appropriate skills and be highly qualified – preferably Chartered Status – and with a good knowledge and experience in these areas.

Leeds is one of our clients top offices for revenue production (c.£2m per annum) in the UK and their biggest office in the North.

The role encompassed all facets of Sales Management including pure sales management (leadership, motivation and coaching, etc), supervisor work and the ability to effectively use a local budget for marketing and PI development.

The Sales Manager is also responsible for the Profit & Loss Account of the branch and within that the management of the Operations Team (although there is an Operations Team Leader in place who reports to the Senior Sales Manager).

You will be:

Located in or around the Leeds area (e.g. based in Manchester and travelling to Leeds is not suitable).
Preferably from the IFA arena (rather than a pure banking background).
CAS Status.
AFPC qualified (and J07 is a requirement within 12 months of starting the role).
A Track record of successfully managing high quality teams.
A strong record of effective leadership and coaching skills.

Two vacancies have arisen within this small highly focused successful Consultancy for additional experienced Paraplanners to join their team. The successful candidates will have at least 3 years industry experience with a thorough knowledge of the industry to include all aspects of personal financial planning. You will also be required to work towards G10 and G60 and possess excellent communication skills. The role will include client liaison, researching products, preparing technical reports and working closely with two senior consultants. As a result you will be required to have excellent report writing skills, an understanding of compliance and attention to detail.

Our client is a prestigious, specialist and progressive consulting firm based in Worcester which has been established in excess of 15 years and whose focus is predominantly on HNW clients. The majority of business is on a referral basis and consists of an increasing number of wealthy private clients who need professional advice. The principal is keen to attract an IFA to the team who will play a key role in his exit strategy. Your role will be to manage the existing clients, work closely with the managing director and his clients and develop referrals. You will need to be technically strong and have an outstanding track record in dealing with business in the HNW sector.

Our client, a highly regarded Accountancy firm, currently have a vacancy in their Cheltenham office for an experienced IFA to manage and develop their existing client bank of corporate and private clients which currently brings in about 100K of fees and commission each year but has a huge potential to increase. The business is mainly Investments, GPP’s and employee benefit schemes such as PHI, DIS and PMI etc. There are also other existing clients to be passed on by the directors and other areas of business to be developed. The ideal candidate will have the appropriate skills and be highly qualified – preferably Chartered Status – and with a good knowledge and experience in these areas.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy firm in their offices in one of the above locations. This highly reputable and focused Accountancy Practice is looking to appoint a further consultant to their team who will be dealing with business that is extremely high net worth, the majority of which will come from existing clients, marketing campaigns and seminars. The team offers advice to corporate and individual clients on the whole spectrum of financial products. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support.

Our client is a small firm of IFA’s with a strong reputation throughout East Anglia and who are now focusing on an aggressive growth plan. They have offices in Diss and Norwich.

The firm has excellent introducers to the business and as such there is a need to develop business from a well known accountancy practice and to work closely with a solicitors firm in Norwich.

In addition there is the opportunity to have access to approximately 250 clients of differing values but nevertheless – there is certainly massive scope to write business immediately and build upon a solid base for the future.

As an IFA, you must be well qualified, and have an excellent all round experience of the market with an emphasis on investments and IHT.

For the paraplanner role you must have had previous experience in this role, again with excellent report writing skills and attention to detail. You will be supporting 4 IFA’s on an ongoing basis. You will also be required to sit in on client meetings.

Both positions offer a super work environment, a great opportunity to progress careers with excellent packages and benefits.

This is a super opportunity to join a company working with a number of affinity partners covering most major public service unions and local authorities. There will be targeted marketing campaigns including seminars which are arranged nationally and locally for which each consultant would expect to have 2-3 seminars each month. The company prides itself on a higly supportive Management team, outstanding technology and super benefits for the right individuals.
It is a home based role with full support form the field and head office. Currently you will be fully competent status with excellent persistency levels with at least 3 years experience, together with full FPC.

An excellent opportunity exists within the Private Client Division of this highly reputable and prestigious regional IFA, for an experienced individual to join their existing team throughout this period of focused growth. As a result of a number of small mergers, and associations with Accountants, Estate Agents and Solicitors locally, the majority of the business will be provided and includes a good quality client bank. There are excellent administrative, technical and Paraplanner support structures to assist you with your business. This is a great opportunity to join a truly focused IFA and expand your wealth management career.

Our client, currently have a vacancy in their Manchester office for an experienced IFA to manage and develop their existing client bank of corporate clients which currently brings in about 100K of fees and commission each year but has a huge potential to increase. The business is mainly GPP’s and employee benefit schemes such as PHI, DIS and PMI etc. There are also other existing clients to be passed on by the directors and other areas of business to be developed. The ideal candidate will have the appropriate skills and qualifications with a good knowledge /experience in this area.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy and law firm in their offices in Leeds. This highly reputable and focused Practice is looking to appoint a further consultant to their team who will be dealing with business that is extremely high net worth, the majority of which will come from existing clients, marketing campaigns and seminars. The team offers advice to corporate and individual clients on the whole spectrum of financial products.In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support.

Our client, a most prestigious Regional IFA, is seeking another 6 Consultants to join their team throughout this period of focused growth. As a result of a number of small mergers, and associations with Accountants, Estate Agents and Solicitors locally, there are good quality client banks available and an ongoing supply of leads.
The roles involve dealing with Private Clients at a HNW level and the majority of business is derived form seminars, marketing campaigns and lead generation exercises. You are required to have the full FPC together with 5 years experience within the industry advising at a senior level. There are excellent administrative, technical and Paraplanner support structures in place to assist you with your business. This is a great opportunity to join a truly focused IFA and expand your career in the Wealth Management arena.

An excellent opportunity exists for an additional experienced consultant to join a leading IFA in their offices in Skipton. This long standing, highly reputable and focused Practice is looking to appoint a Senior Consultant who will be dealing with business that is high net worth, the majority of which will come from existing clients (repeat business and referrals), and leads derived from national associations with Accountants and Solicitors. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support. Full Paraplanner support will be available to enable you to concentrate and focus fully on your clients and their needs.

Our client is seeking an exceptional, dynamic and experienced, possibly London-based individual to join them as a Chartered Financial Planner/Director-Designate of Operations as part of our expansion and succession programmes. You will need to be at ease with very high net worth clients, including highly profiled individuals, and naturally discreet, articulate and experienced at working at Director level.
A prospective candidate will need to prove their ability to plan, direct, and coordinate the operational aspects of the practice, working closely with the Chairman and Managing Director whilst maintaining their own substantial client bank. You will report directly to the Managing Director and duties and responsibilities will include assisting in formulating and implementing policies, targets and corporate goals and generally managing some of the daily operations of the practice to achieve set goals. Specifically this will include managing human resources, sales and marketing activities and liaising with consultants.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy and law firm in their offices in one of the above locations. This highly reputable and focused Accountancy Practice is looking to appoint a further consultant to their team who will be dealing with business that is extremely high net worth, the majority of which will come from existing clients, marketing campaigns and seminars. The team offers advice to corporate and individual clients on the whole spectrum of financial products. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support.

An excellent opportunity exists for an additional IFA to join a leading advisory firm in their offices in Bishops Stortford. There is an opportunity to deal with business that is high net worth, the majority of which will come from existing clients (repeat business and referrals), and leads derived from two local professional introducers. You will however be required to bring a small client following to supplement the clients that are passed to you from the firm.

In addition to a highly competitive basic salary, the successful individual will receive outstanding levels of administration and technical support. Full Paraplanner support will be available to enable you to concentrate and focus fully on your clients and their needs.

Our client is a prestigious and progressive wealth management firm based in Cheshire and London, and they are now looking for 2 additional consultants to join their highly experienced and educated team, servicing clients in London. They offer comprehensive, innovative and practical fee based wealth management solutions, using the latest technology to make sure that their clients financial goals are kept on track and that their investments work as hard as possible for their clients. This is a home based role, although all clients will be met in London at the client’s offices. You must have a demonstrable track record in GPP’s and Pension schemes and able to liase directly with providers. Ideally you will be Chartered or Certified status.

An outstanding opportunity exists within this highly reputable and prestigious regional and international IFA, for an experienced individual to join their existing team. The role will entail working with both the Domestic and International affluent and you will have access to both offshore and onshore products together with Private banking and Stockbroking services. The successful individual will be appointed to the board – however you must be able to produce business in excess of 200K per annum from an existing client bank in the first instance but in addition you will have access to the firms HNW client base. In addition to a super remuneration package, you will receive unprecedented levels of administration and technical support. This will enable the correct individuals to elevate their careers to the highest levels. You must be at least AFPC preferably chartered status.

Our client is a prestigious wealth management IFA based in Buckinghamshire and they are seeking a sales support administrator to join their extremely busy practice. You will be responsible for providing IFA sales support duties as well as basic paraplanning services. You will also have extensive client contact either by telephone or email. Ideally you will be technical and analytical and have a thorough product knowledge – and be a minimum of FPC qualified and currently working in a similar role.

A rare opportunity exists for an experienced individual to join this most prestigious Company in a management capacity in what is regarded to be the highest echelon of Sales Management in the industry. Due to focused expansion, this key position is available and will offer the successful individual, unprecedented levels of personal support and career development. You will have an outstanding track record in Management and a clear ability to recruit high achivers within the Industry.

Our client is a prestigious and progressive IFA based in Wiltshire but covering the above areas, which has been established in excess of 20 years and whose focus is predominantly on HNW clients. The majority of the business is on a referral and recommendation basis and consists of an increasing number of wealthy private clients who need professional advice. You will need to be technically strong and have an outstanding track record in dealing with business in the HNW sector. There will be full PA, Paraplanner and admin support for the right individual. Whilst there is access to the company’s client you will be required to supplement these clients with your own portfolio.

Our client, a most prestigious wealth consultancy is seeking other consultants to join their team throughout this period of focused growth. As a result of a number of small mergers, and associations with Accountants, Estate Agents and Solicitors locally, there are good quality client banks available and an ongoing source of leads.
The roles involve dealing with Private Clients at a HNW level and the majority of business is derived form seminars, marketing campaigns and lead generation exercises. You are required to have the full FPC – and a relevant mortgage qualification for the Mortgage Consultants role (based in Hemel Hempstead), together with 5 years experience within the industry advising at a senior level. There are excellent administrative, technical and Paraplanner support structures in place to assist you with your business. This is a great opportunity to join a truly focused wealth practice and expand your career in this arena.

This is a super opportunity to join a company working with a number of affinity partners and accountants in the above areas. There will be targeted marketing campaigns including seminars which are arranged nationally and locally for which each consultant would expect to have 2-3 seminars each month. There are also recent good quality orphan client banks from which to work. The company prides itself on a highly supportive Management team, outstanding technology and super benefits for the right individuals. There will be full paraplanner and admin support in this role.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy firm in their offices in Bournemouth. This highly reputable and focused Practice is looking to appoint a further consultant to their team who will be dealing with business that is HNW, the majority of which will come from existing clients, marketing campaigns and seminars. You will be experienced in offering advice to corporate and individual clients, and be or working towards Chartered status. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support