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Financial Planner / Adviser Albrighton, Wolverhampton Hybrid and flexible working £30,000 to £40,000 plus uncapped bonus and benefits MBF are currently working with a growing Financial Planning business in Albrighton to recruit a Financial Planner. This opportunity could suit either a newly qualified Adviser looking to achieve CAS, or someone in the earlier stages of their advisory career who wants greater access to clients and opportunities. The company may also consider a slightly more experienced Adviser with a small number of existing client relationships. For the right person, there is flexibility to offer a higher starting salary. The opportunity You will work closely with the firm's Directors and existing Advisers, initially helping to look after and develop relationships with existing clients. The business generates a healthy flow of opportunities through its own marketing, lead generation and corporate client relationships. You will therefore have several routes through which to build your client bank: - Existing clients passed across by established Advisers - New enquiries generated through the company's marketing - Introductions from lead-generation activity - Opportunities to speak with members of the firm's corporate schemes - Referrals and relationships developed through your own clients There should be enough existing work to keep you busy while you develop your confidence and advisory skills, alongside genuine scope to generate new business and build a successful client bank. You will have access to an established administration team, in-house paraplanning support and outsourced paraplanning when required. This will allow you to concentrate on developing client relationships and providing advice. Earnings potential The company offers an attractive and achievable validation structure, allowing Advisers to begin earning bonus relatively quickly. As an example, an Adviser earning £30,000 would receive 30% of business generated above £1,000 per month. If they generated £100,000 of business over the year: - Basic salary: £30,000 - Business above annual validation: £88,000 - Bonus at 30%: £26,400 - Total earnings: £56,400 For someone joining on a higher salary, the validation point would be adjusted accordingly, with 30% payable above it. The scheme is uncapped and offers excellent longer-term earning potential. About you The company is open-minded about the precise level of experience but is particularly interested in people who are: - Level 4 qualified or approaching completion of the Diploma - Newly qualified and looking for their first advisory opportunity - Already advising but still in the early stages of building their career - Comfortable developing new client relationships and generating business - Professional, motivated and focused on providing a good client experience - Keen to learn from experienced Advisers while gradually developing greater independence Previous exposure to pensions and investments would be beneficial. Candidates who are not yet CAS may be considered, provided they have the qualifications, attitude and potential to develop into the role. The company The team currently consists of the Managing Director, two Operations Directors, five Financial Advisers and eight employees working across administration and other support functions. It is an established and supportive environment in which a developing Adviser can gain experience without being left to find every opportunity themselves. Package - Basic salary of approximately £30,000 to £40,000, potentially higher for an Adviser bringing some client relationships - Uncapped bonus at 30% above an agreed validation level - Flexible, naturally hybrid working - Part-time working may also be considered - 25 days' holiday plus bank holidays - Private medical insurance - Healthcare cash plan - Six times salary life assurance - 5% employer pension contribution with 3% employee contribution - Administration and paraplanning support - Ongoing development and mentoring

An outstanding opportunity has arisen for an experienced Financial Planner to join a highly successful and growing financial services organisation operating across the Cambridgeshire region. This is a rare chance to build a high-quality client bank through warm introductions, working in partnership with established local offices and their loyal customer base. The Opportunity You will work closely with 1-3 established local offices, each with a substantial existing client base, providing you with a consistent flow of pre-qualified opportunities. Your role will focus on: - Delivering holistic financial planning advice (pensions, investments, protection, estate planning) - Building strong, long-term relationships with both introducers and clients - Managing and developing your own client portfolio - Providing a high-quality, face-to-face advice service This is a relationship-led role, ideal for someone who values quality advice and long-term client outcomes over transactional sales. The Role - Home-based with travel across Surrey / Sussex - Typically 3-4 days per week meeting clients and introducers - Attending local events and community / industry shows - Working closely with local introducers to generate ongoing opportunities You will benefit from strong internal support, allowing you to focus on client relationships and advice delivery rather than administration. Why Apply? - Warm, consistent lead source - no cold prospecting - Strong existing client base with high retention and loyalty - Opportunity to build a sustainable, high-value client bank - Excellent support structure including paraplanning and administration - A business with a strong reputation for customer service and long-term relationships Earnings & Benefits - Basic salary: £50,000 - £75,000 - Realistic OTE: £130,000+ - Car allowance: £5,500 - Bonus: up to 5% - Pension: up to 20% contribution - Comprehensive and flexible benefits package About You We are keen to speak with Financial Planners who are: - Fully Level 4 qualified (DipFA / DipPFS or equivalent) with CAS - Experienced in providing regulated financial advice - Strong relationship builders with a client-first approach - Motivated, professional and focused on long-term success - Comfortable working in a field-based, face-to-face role If you're looking for a role where you can focus on quality advice, warm clients, and long-term relationship building, this is an excellent opportunity to take your career to the next level.

An outstanding opportunity has arisen for an experienced Financial Planner to join a highly successful and growing financial services organisation with an established presence across Cambridgeshire. This is a rare opportunity to inherit a consistent flow of warm introductions whilst building a high-quality client bank through strong relationships with an established network of local offices and their loyal customer base. Rather than spending your time cold prospecting, you'll focus on what you do best-providing high-quality financial planning advice and developing long-term client relationships. Working closely with one to three local offices, you'll receive a regular stream of pre-qualified client introductions, allowing you to build a sustainable and highly valuable portfolio over time. The role will involve: - Delivering holistic financial planning advice across pensions, investments, protection and estate planning. - Managing and developing your own client portfolio. - Building long-term relationships with clients and introducers. - Meeting clients face-to-face across the Cambridgeshire region. - Attending local networking events and community functions. - Working alongside dedicated paraplanning and administrative support, allowing you to focus on advice and client service. This opportunity would suit an experienced Financial Planner who enjoys relationship-led advice, values exceptional client outcomes and is looking to build a long-term career within a highly respected organisation. The successful candidate will ideally have: - Level 4 Diploma (DipPFS, DipFA or equivalent). - Competent Adviser Status (CAS). - Experience providing regulated financial planning advice. - Strong interpersonal and relationship-building skills. - A client-first approach with a passion for delivering excellent service. Package: - £50,000-£75,000 basic salary. - Realistic OTE of £130,000+. - £5,500 car allowance. - Bonus of up to 5%. - Pension contributions of up to 20%. - Comprehensive flexible benefits package. - Home-based role with travel across the Cambridgeshire region. - Excellent paraplanning and administrative support. - Warm client introductions with no cold business development. - Genuine opportunity to build a high-quality, long-term client bank within a well-established and growing organisation. This is an excellent opportunity for an ambitious Financial Planner seeking a client-focused role with outstanding earning potential, excellent support and genuine long-term career prospects.

Our client is a well-established and highly regarded financial planning firm that has experienced significant growth in recent years. Through a combination of strategic expansion and a strong commitment to client outcomes, they have built a reputation for delivering high-quality, tailored advice. With continued growth plans in place, they are now looking to strengthen their technical team by adding an experienced Paraplanner to their Bath office. This is an excellent opportunity to join a forward-thinking business that genuinely invests in its people. You will be part of a collaborative and professional environment where technical excellence is valued, and career progression is actively supported. The Role: Working closely with Financial Advisers, you will play a key role in supporting the delivery of holistic financial planning advice. This position offers a broad range of responsibilities and the opportunity to further develop your technical expertise across multiple areas of financial planning. Key Responsibilities: - Producing high-quality suitability reports and supporting documentation - Conducting detailed research to identify suitable financial planning solutions - Providing technical support to advisers across pensions, investments, trusts, and IHT planning - Preparing client review documentation, including investment and pension analysis - Undertaking cashflow modelling and supporting client strategy discussions - Performing technical calculations including CGT, pension benefits, and bond withdrawals - Ensuring all client work is compliant with FCA requirements and internal standards - Collaborating with advisers to fully understand client objectives and deliver appropriate recommendations About You: - Level 4 Diploma in Financial Planning (or actively working towards) - Experience within a paraplanning role, supporting financial advisers - Strong report writing and technical analysis skills - Good understanding of financial planning processes and regulatory requirements - Highly organised with the ability to manage multiple priorities - A proactive and team-oriented approach What's on Offer: - Salary circa £40,000 depending on experience - Bonus potential of up to 10% - Hybrid working (2 days in the office) - Full support with professional qualifications and ongoing development - Clear progression opportunities within a growing and successful firm - A supportive, collaborative working culture If you are looking to join a progressive firm where you can continue to develop your paraplanning career and take on more technical responsibility, this opportunity is well worth exploring.

About the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role: As a Wealth Planner, you will represent the company and serve as the primary point of contact for their sophisticated Ultra High Net Worth (UHNW) clients, who are industry leaders in Private Equity, Corporate Finance, and Law sectors. - Build strong relationships with clients to understand their financial and life goals, meeting them in person when necessary. - Develop and oversee the execution of clients' Financial Life Strategy. - Maintain ongoing relationships with clients, responding to queries, conducting meetings, and offering financial advice. - Collaborate with the Investment and Financial Life Solutions team to provide specialized investment advice. - Become an expert in their technology and leverage it to drive optimal performance outcomes for clients. - Shape the future of your role as the company grows, with opportunities for career progression. Requirements: - Hold a Chartered certificate and be regulated by the FCA to give financial advice (Ideally CII). - Significant experience providing financial advice to sophisticated High Net Worth (HNW) and UHNW clients, ideally with 5+ years in the industry and at least 1 year as an adviser. - Thorough understanding of common tax wrappers held by UK-based HNW and UHNW clients, such as ISAs and pensions. - Demonstrable experience in sophisticated cash-flow planning and financial modeling. - High Level academic background The Person: - Warm and engaging with the ability to build strong relationships. - Solutions-led with the ability to proactively seek answers. - Methodical and detail-oriented with confidence in handling demanding clients. - Effective collaborator with a people-centered approach. - Inquisitive, independent thinker eager to share ideas. - Comfortable in a flat hierarchy and team-oriented environment. Benefits: - Outcome-led, flexible, and happy work environment with a hybrid working policy. - 25 days of annual leave per year. - Regular team socials for work-life balance. - Support for mental and physical health, including online fitness classes and access to a gym group in London. - Family-friendly policies.

A highly regarded international investment management and financial planning firm is continuing to expand its UK advice function and is seeking to recruit Desk-Based Advisers / Paraplanners at varying levels of experience to join its established London team. The firm manages circa £100bn of client assets globally and provides regulated financial advice to high-net-worth private clients across the UK and Europe. The London support function currently consists of over 60 professionals covering all areas of Financial Planning and Portfolio Management. This is an excellent opportunity for experienced paraplanners or desk-based advisers looking for long-term career progression within a growing, well-resourced organisation. The Role The successful candidate will sit within a UK advice and additions team, providing FCA-regulated financial planning advice and technical support across a wide range of client scenarios. Depending on experience, the role can be more client-facing or more technical/paraplanning focused, with flexibility for the right individual. Key responsibilities include: - Conducting fact-finding calls with clients to understand objectives, financial circumstances, time horizons, and cash flow needs - Analysing client portfolios to determine suitable asset allocation recommendations - Reviewing and advising on pension transfers, investment bonds, taxation, and account structure suitability - Assessing the suitability of pension transfers and bond surrenders - Preparing detailed suitability reports, written recommendations, and financial planning proposals - Communicating and delivering advice directly to clients to ensure understanding - Working closely with internal departments to deliver best client outcomes - Supporting training initiatives and contributing to process and efficiency improvements - Ensuring ongoing compliance with FCA regulations, internal T&C requirements, and Fit & Proper standards Candidate Profile The firm is open to candidates at different stages of their career, provided they demonstrate strong technical capability and professionalism. Typical requirements include: - Minimum 3+ years' experience within financial services - Strong understanding of financial planning principles and client suitability - Experience with pensions, investments, and tax planning - Ability to work accurately with complex information and manage workloads effectively - Comfortable operating in a fast-paced, professional environment - Strong communication skills, particularly over the phone - Quantitative and analytical mindset Qualifications: - Degree educated or equivalent professional experience - Level 4 qualification (CII Diploma in Regulated Financial Planning or CISI Investment Advice Diploma preferred) - Willingness to complete initial and ongoing Fit & Proper assessments Salary & Benefits - Basic salary: £60,000 - £70,000 (dependent on experience) - Bonus: Typically £10,000+ - Holiday: 28 days annual leave (with option to purchase additional days) - Pension: Up to 15% total contribution (employer contribution plus matching) - Private Medical Insurance (including dependants) - Dental cover - Gym subsidy - Employee Assistance Programme and wellbeing support - Ongoing professional development and training A first-class opportunity for an experienced Paraplanner to work for a lead name in the international wealth planning sector offering an exceptional salary, bonus, benefits and overall working environment.

An outstanding opportunity has arisen for an experienced Financial Planner to join a highly successful and growing financial services organisation operating across the Surrey and Sussex region. This is a rare chance to build a high-quality client bank through warm introductions, working in partnership with established local offices and their loyal customer base. The Opportunity You will work closely with 1-3 established local offices, each with a substantial existing client base, providing you with a consistent flow of pre-qualified opportunities. Your role will focus on: - Delivering holistic financial planning advice (pensions, investments, protection, estate planning) - Building strong, long-term relationships with both introducers and clients - Managing and developing your own client portfolio - Providing a high-quality, face-to-face advice service This is a relationship-led role, ideal for someone who values quality advice and long-term client outcomes over transactional sales. The Role - Home-based with travel across Surrey / Sussex - Typically 3-4 days per week meeting clients and introducers - Attending local events and community / industry shows - Working closely with local introducers to generate ongoing opportunities You will benefit from strong internal support, allowing you to focus on client relationships and advice delivery rather than administration. Why Apply? - Warm, consistent lead source - no cold prospecting - Strong existing client base with high retention and loyalty - Opportunity to build a sustainable, high-value client bank - Excellent support structure including paraplanning and administration - A business with a strong reputation for customer service and long-term relationships Earnings & Benefits - Basic salary: £50,000 - £75,000 - Realistic OTE: £130,000+ - Car allowance: £5,500 - Bonus: up to 5% - Pension: up to 20% contribution - Comprehensive and flexible benefits package About You We are keen to speak with Financial Planners who are: - Fully Level 4 qualified (DipFA / DipPFS or equivalent) with CAS - Experienced in providing regulated financial advice - Strong relationship builders with a client-first approach - Motivated, professional and focused on long-term success - Comfortable working in a field-based, face-to-face role If you're looking for a role where you can focus on quality advice, warm clients, and long-term relationship building, this is an excellent opportunity to take your career to the next level.

We are currently working with a highly regarded wealth and asset management firm based in the City of London. The company manages approximately $3 billion of funds under management (FUM) and provides top-tier advice to international private clients and institutions. Following a recent merger, they are now one of the UK's leading wealth managers, managing £15 billion in client funds. Their clients typically have a minimum of £2 million in investable assets (ranging up to £30 million+). This is a unique role with a strong investment focus, rather than a traditional financial planning position. The company is seeking an experienced Paraplanner to join their Wealth Planning Team in the London office. The successful candidate will collaborate closely with the team, managing a dedicated book of private clients, ensuring all wealth planning advice is clear, well-documented, and compliant. The ideal candidate will: - Hold a Diploma Level 4 qualification (or higher) and aspire to achieve Chartered and/or Certified Financial Planner status. - Have a minimum of 3-4 years' experience in a similar role. - Demonstrate a strong understanding of the financial planning process and associated compliance requirements. - Be driven, detail-oriented, and able to complete tasks under pressure accurately and on time. - Possess experience in report writing and be technically proficient across all areas of financial planning. - Be skilled in using financial planning tools, financial modeling, and back-office software. - Thrive in a team environment and be confident in interacting with clients and providers. - Act as a main point of contact, effectively handling technical queries from clients and other stakeholders through excellent communication skills. Role Highlights: This position is within the International team, which now manages $1 billion in client funds. The team works with clients who typically have a minimum of £3 million in investable assets, with cases often involving international elements. The firm has the necessary authorizations to provide advice across Europe, Asia, and the US, offering clients a one-stop shop for managing their funds globally.This role offers the chance to work on complex, high-level cases and build expertise in this specialist area. There's also a strong emphasis on client interaction, which sets it apart from many paraplanning roles. One current Paraplanner shared that they've experienced a significant step-up in the level of responsibility and client engagement compared to previous roles. Package: The base salary is in the region of £50,000 - £55,000, with discretionary bonuses. The benefits package is comprehensive and includes excellent longer career development opportunities. Hybrid working is 3 days in the office and 2 from home. This is a great fit for someone who is hardworking, ambitious, and confident in developing relationships with high-net-worth clients. The firm rarely sees turnover, highlighting its strong culture and supportive environment for those looking to advance their careers in wealth planning.

We are currently working with a leading national independent financial advice firm who are looking to strengthen their London-based Wealth Planning team with the addition of a Paraplanner. This is an excellent opportunity to join a well-established and growing team, supporting advisers who deliver high-quality, holistic financial planning to a strong book of private clients. The Role As a Paraplanner, you will work closely with Financial Advisers and Client Support teams to provide technical support and help deliver tailored financial planning advice. Key responsibilities include: - Conducting detailed research into client financial arrangements and suitable solutions - Preparing technical suitability reports and recommendations - Analysing investment portfolios, pensions and protection arrangements - Producing financial planning analysis and supporting cashflow modelling - Assisting with annual client reviews and ongoing service delivery - Ensuring all work is compliant with FCA regulations and internal procedures This is a hands-on role where you will gain exposure to a wide variety of client cases, helping to build your technical expertise and develop your career within financial planning. The Opportunity - Join a growing Wealth Planning team with a strong, established client base - Work in a collaborative and supportive environment - Access structured training, development programmes and funded exams - Clear long-term progression opportunities into advisory roles - Exposure to a broad range of financial planning cases and technical work About You - Minimum 2 years' experience in a paraplanning role - Working towards (or close to completing) the Diploma in Financial Planning (DipPFS) - Strong technical knowledge across pensions, investments and protection - Excellent attention to detail and report writing skills - Organised, proactive and able to manage multiple deadlines - A strong desire to learn, develop and progress within financial planning Package & Benefits - Salary: £40,000 - £48,000 (dependent on experience) - Annual bonus - Hybrid working (typically 2 days in the office, with flexibility) - 25 days holiday + bank holidays + birthday off - Funded exams and paid study leave - Structured career development pathways - Life assurance, pension and flexible benefits package - Additional perks including wellbeing support, volunteering days and retail benefits This is a fantastic opportunity for an ambitious Paraplanner looking to take the next step within a highly regarded and growing financial planning firm. To find out more, please apply or get in touch for a confidential discussion.

Trainee Paraplanner Nelson, Lancashire Office Based £28,000 Have you been looking for a way into Financial Planning but aren't sure where to start? A well-established Financial Planning firm is looking to recruit a Trainee Paraplanner to join its technical team. If you've never come across the role before, a Paraplanner works alongside Financial Advisers, carrying out research, analysing information, preparing recommendations and helping deliver high-quality financial advice to clients. This is not a Trainee Financial Adviser position. The company is looking to develop someone into a professional Paraplanner who will become an integral part of the business over the long term. The role would suit someone who enjoys analytical work, has excellent attention to detail and is looking for a genuine long-term career rather than simply another job. The Role Working alongside experienced Financial Planners, you'll gradually become involved in: - Uploading client information onto the CRM system - Preparing application and transfer paperwork - Supporting Financial Advisers - Carrying out financial planning and investment research - Gathering client information - Writing suitability reports - Producing client review reports - Using cashflow planning software - Liaising with clients and providers - Contributing ideas to improve business processes Who They're Looking For The company is interested in finding the right person, rather than someone who already has years of experience. Applications are welcomed from: - Graduates with an interest in finance or financial services - Candidates with some Financial Services or Financial Planning experience - Bright, enthusiastic individuals looking to build a career within Financial Planning - People who enjoy research, analysis and problem solving Strong communication skills, excellent attention to detail and a willingness to learn are far more important than previous paraplanning experience. Benefits - £28,000 starting salary - 25 days holiday plus Bank Holidays - Company pension - Financial and academic support towards professional qualifications - Study leave for professional exams - Financial assistance for training and qualifications - On-site parking - Some flexibility around working arrangements and working hours Please Note - This is an office-based role in Nelson, Lancashire . As this is a long-term development opportunity, the company is only looking to interview candidates who already live within commuting distance or have genuine long-term ties to the local area . They are investing in someone they hope will build their career with the business for many years to come.

Paraplanner Manchester Hybrid Working £48,000 to £60,000 (negotiable depending on experience and qualifications) plus excellent benefits MBF are currently working with a modern and ambitious financial planning firm in Manchester that is looking to recruit an experienced Paraplanner as part of its continued growth. This is an opportunity to join a business that is genuinely trying to do things differently. Alongside delivering exceptional financial planning to high-net-worth clients, the firm is investing heavily in technology, automation and AI to improve the way advice is delivered. They are now looking for a technically accomplished Paraplanner who can play a key role in both supporting Financial Planners and helping shape the future of the paraplanning function. This isn't simply a role where you'll use AI tools. You'll be helping the business develop them. Working alongside the leadership team, you'll use your technical expertise to help train and refine AI-driven paraplanning processes, ensuring the technology produces accurate, compliant and commercially valuable outputs. You'll become the bridge between high quality financial planning and emerging technology. The Role - Working closely with a team of experienced Financial Planners, you'll prepare high quality suitability reports, undertake complex technical research and support advisers across sophisticated financial planning cases. - The client base includes high-net-worth individuals with a wide range of planning requirements, meaning you'll gain exposure to pensions, investments, protection, retirement planning, tax planning and estate planning. Experience across a broad range of advice areas would be particularly valuable. - Alongside your traditional paraplanning responsibilities, you'll play an important role in the firm's ongoing AI strategy. You'll review and refine AI-generated paraplanning outputs, provide technical feedback to improve accuracy and consistency, and work closely with the leadership team to help develop technology that genuinely enhances the advice process rather than replacing it. - You'll also identify opportunities to improve internal processes and contribute ideas that help the business continue to evolve. About You - We're looking for an experienced Paraplanner who enjoys technical financial planning and is excited by the opportunity to help shape how technology supports the profession. - Ideally, you'll be Chartered or working towards Chartered status and have significant experience within a UK financial planning firm. You'll possess excellent technical knowledge, strong report writing skills and experience supporting Financial Planners working with high-net-worth clients. - Just as importantly, you'll be naturally curious, enjoy improving processes and be open to embracing new technology. Previous experience with AI isn't expected. Instead, the business is looking for someone with the technical credibility and expertise to help shape how AI is developed and used within a modern financial planning environment. Salary & Benefits - Salary of £48,000 to £60,000, depending on experience and qualifications. - Hybrid working. - Comprehensive benefits package. - Study support towards Chartered status where appropriate. - Excellent long-term career prospects within a growing business. - A genuine opportunity to influence both the technical standards and future direction of the paraplanning function. - The chance to play a key role in one of the most innovative AI projects currently being developed within the UK financial planning profession.

A well-established, boutique financial planning firm in Cheltenham is seeking an experienced Mortgage & Financial Services Administrator to support its continued growth. This is an excellent opportunity to join a close-knit, forward-thinking business where you will play a key role in supporting advisers and delivering a high-quality client experience. The firm offers a flexible, primarily home-based working environment alongside genuine long-term career prospects. The Role You will be responsible for managing mortgage cases from initial enquiry through to completion, ensuring a smooth and efficient process for clients. Working closely with advisers, lenders and solicitors, you will take ownership of case progression while maintaining the highest standards of accuracy and compliance. Key Responsibilities - Managing mortgage applications from submission through to completion - Liaising with clients, lenders, solicitors, and providers - Chasing outstanding documentation and progressing cases efficiently - Maintaining accurate client records and compliance documentation - Supporting advisers with mortgage and financial planning administration - Preparing client documentation and correspondence - Ensuring all work is completed in line with regulatory requirements Requirements - Proven experience within mortgage administration or financial planning administration - Ideally CeMAP qualified or working towards - Experience managing mortgage applications end-to-end - Strong understanding of UK mortgages and/or financial planning - Experience using Intelligent Office - preferred - Excellent organisational skills and attention to detail - Ability to work independently within a remote-working environment - Strong written and verbal communication skills What's on Offer - Basic salary up to £32,000 - Primarily home-based role with flexibility - must be within a reasonable commute to Cheltenham - Supportive and collaborative team culture - Opportunity to grow with an expanding business - Ongoing training and professional development - Clear long-term career progression Additional Information Applicants must be based within a commutable distance of Cheltenham and able to attend in-person meetings when required (typically once per week).