Preparing client reviews.
Updating client information on a variety of systems.
Pulling information and collating it into a report form.
Post review administrative work.
Ad Hoc duties.
Developing close, long-term relationships with their advisors & clients.
Working closely with other members of the support team to ensure administration and paraplanning tasks are completed in a timely manner.
Liaise with product providers & clients on occasion.
Training:
Level 3 Business Administration.
Remote training delivery.
Onefile.
6 hours of dedicated training time every week.
Training Outcome:Permanent position on completion of the apprenticeship.Employer Description:Our client are experienced and professionally qualified financial advisers. They offer a complete financial advice service based on their customers’ needs and circumstances. They do this by first understanding the customers financial needs and priorities and then designing solutions to meet them. They start with a full financial review appointment, where they consider every aspect of their customers financial situation and provide the customer with personalised comprehensive advice.Working Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working....Read more...
• Provide administrative support to financial advisor and other team members
• Assist with processing client documentation and maintaining accurate records
• Handle client queries by phone, email, or in person in a professional manner
• Ensure compliance with financial regulations and internal policies
• Support with preparing reports, client reviews, and other documentation
• Update CRM and database systems with client and transaction information (Full training will be given)
• Liaise with product providers to obtain policy information or updates
• Maintain confidentiality and accuracy in all tasksTraining:You will work towards your:
Financial Services Administrator Level 3 Apprenticeship.Certificate in Insurance (Cert CII). (if applicable)
Training will be on site and the Apprenticeship Training will be via Davies, virtually. 6 hours per week off the job training. Training Outcome:Following this, the career routes could include paraplanning, operations or client facing advice rolesEmployer Description:Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of every-thing we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individualWorking Hours :Monday – Friday 9am to 5pm
Solely on siteSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Financial Advisor(IFA)Chester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Financial Planning ConsultantChester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long-term relationships.This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.Key responsibilities
Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectivesAnalysing client information and preparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching the market and recommending appropriate products and servicesDesigning and implementing financial strategiesSupporting clients to make informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing needs and circumstancesLiaising with product providers, head office and other professionals (e.g. solicitors, estate agents)Keeping up to date with financial products, legislation and regulatory requirementsProducing clear and compliant financial reports
About you
Level 4 Diploma qualified in Financial Planning (minimum requirement)(Chartered status advantageous but not essential)2 to 5 years’ experience as a Financial AdviserStrong knowledge of investments, pensions, tax planning and protectionExcellent communication and relationship-building skillsSelf-motivated, professional and well-organisedConfident working independently while also contributing to a team environment
What is on offer:
£50,000 to £55,000 basic salary (depending on experience and qualifications)Bonus structure + OTE £60,000+Existing client bank providedFull administrative and paraplanning supportSupportive, established business with genuine long-term career prospectsBenefits package to be discussed at interview stage
Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
As an apprentice, you will gain hands-on experience while developing your skills in a real business environment. You will learn alongside experienced staff, supporting day-to-day operations and building the knowledge needed for a successful career in financial services.
Start your career with a modern, growing financial planning firm
Gain hands-on experience supporting advisers and paraplanners
Build a long-term career with clear progression opportunities
Support advisers with day-to-day administration
Maintain accurate client records and systems
Handle client and provider communication professionally
Assist with research and preparation of financial documents
Manage data securely in line with regulations
Organise and prioritise tasks to meet deadlines
Identify and escalate issues where appropriate
What You’ll Learn:
How the financial services industry operates
Key regulations including FCA requirements
Professional communication and client service skills
How an independent financial adviser’s business operates
Key Learning Outcomes:
Develop a broad understanding of the financial services industry
Gain knowledge of key regulatory bodies and their role within the sector
Understand the importance of building strong relationships with clients and colleagues
Learn core processes and procedures within a financial planning business
Build commercial awareness and understanding of how a business operates
Develop practical skills and confidence within a professional environment
Training:Training & Qualification:
Level 3 Financial Services Administrator Apprenticeship
Support from Simply Academy with structured learning and revision sessions
Study towards RO1 from the Chattered Insurance Institute (CII), a recognised financial services qualification
R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas.Training Outcome:Typically, you will begin as an apprentice administrator, building a strong understanding of financial services while supporting the advice process.
Following successful completion of the apprenticeship, there is the opportunity to join the business as a full-time member of the team, where your contribution will be recognised and valued.
As your knowledge and confidence develop, you will have the opportunity to progress into a paraplanning role, taking on greater responsibility for research, report writing, and technical support.
With continued development and completion of professional qualifications, you can progress into a Financial Adviser role, working directly with clients and delivering tailored financial planning advice.
Support and development will be provided throughout each stage of your journey.Employer Description:Invest Southwest is an established firm of Independent Financial Advisers, founded in 2007 and providing high quality, independent financial advice to clients across the South West.
We specialise in delivering tailored financial planning solutions, including pensions, investments, protection and estate planning. Our estate planning services, covering trusts, wills and powers of attorney, are further supported by our sister company, Will Management Services, allowing us to offer a comprehensive and joined up approach to client needs.
Our focus is on building long term relationships with clients, delivering clear, professional advice and maintaining the highest standards of service.Working Hours :Monday - Friday, 09:00 - 17:00Skills: Communication skills,Attention to detail,Organisation skills....Read more...
