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Wealth Management Trainee Programme Location: London (Hybrid) Salary: £29k-£33k (dependent on exams passed) + bonus Hours: Full time Looking to take your career in wealth management to the next level? AAG's Associate Wealth Manager programme could be the perfect fit for you! We're looking for candidates who have an entrepreneurial spirit, a passion for helping people and at least two years of relevant experience, along with at least 2 exams toward their diploma in wealth management. If this sounds like you, apply now to turbo boost your career and become a Chartered Financial Planner over the coming 18 months. We are a fast-paced company that prides itself on our culture and we’re looking for an Associate Wealth Manager to join our friendly team. We are a sociable bunch who all share a love for learning and teaching and are always willing to help each other out. We like to acknowledge hard work and commitment and celebrate our successes. In the last 2 years, our company has grown by a third in terms of employees and currently has over £1 billion in FUM (Funds Under Management). As well as offering a holistic approach to Wealth Management to our clients, we have a Financial Education division to our company as well as a Mortgages team who offer first class service to our clients. The Role – Associate Wealth Manager You will be working alongside a Senior Wealth Manager and their growing team, whilst continuing the path of becoming a fully qualified Wealth Manager with the aid of our robust Training and Development programme. Duties include but are not exclusive to: • Attend Client Meetings with Wealth Managers, • Manage Action Points from Client Meetings, • Carry Forward, Annual Allowance, Lifetime Allowance Calculations, • Investment analysis, • Preparation of detailed cash-flow modelling, • Respond to Client Inquiries (Technical and administrative), • Identify Opportunities and Referrals from Existing Clients, • Managing workflow through Salesforce and Business Trackers The Person This is an interesting and challenging role that would suit an entrepreneurial, confident, motivated, highly organised, and professional individual who enjoys using their initiative. You will have relevant experience working in a Wealth Management environment and at least two RO exams passed. A high level of detail is a must as well as strong interpersonal skills, demonstrating a professional, proactive and positive ‘can do’ attitude St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. Please note we will conduct a standard Financial and Identity check on any candidates who are offered a role within our business.

HEAD OF FINANCIAL PLANNING GENEROUS £SIX FIGURE SALARY ON OFFER, AWARD WINNING COMPANY, ENERGETIC CULTURE Are you a senior financial planning professional looking to lead a high-performing team for one of London's most successful HNW financial planning companies. My client, a multi-award-winning practice based in the City, is seeking a Head of Financial Planning to join their senior leadership team. This is an exceptional opportunity to shape the future of financial planning at a firm that has achieved remarkable growth year on year growth. What you'll be doing: • Lead and mentor a team of financial planners across all aspects of wealth management, • Set technical standards and drive planning excellence throughout the firm, • Work directly with high-net-worth clients on complex financial planning cases, • Develop and implement financial planning strategies that support business growth, • Ensure compliance and quality across all client financial planning deliverables, • Support the firm's acquisition strategy through seamless integration of new teams What we're looking for: • Chartered Financial Planner status (or equivalent professional qualifications), • Proven experience in leading financial planning teams, • Extensive knowledge of HNW financial planning across all areas, • Strong business development mindset and growth ambition, • Excellent leadership and communication skills, • Ideally, in a position to bring clients with you/have a transferable portfolio, • Experience working with investment platforms and wealth management technology What's on offer: • High £six figure basic salary, • Very desirable discretionary bonus averaging nearly 50% on your basic salary, • Flexible working arrangements with modern City office, • Opportunity to lead at a highly profitable, growing business, • Be part of a dynamic leadership team with ambitious growth plans, • Exceptional professional development and career progression opportunities This is a rare opportunity to join a company that combines the best of boutique client service with institutional investment capabilities. You'll be working with a young, ambitious leadership team that has built one of the most productive wealth planning practices in the industry. If you're ready to take your financial planning career to the next level and want to be part of something truly special, please do get in touch. Nigel James Associates Connecting talent. Building success.

Senior Financial Planner London | Permanent | Hybrid working | Competitive salary + benefits + bonus About the Firm A leading professional services and wealth management firm with a strong UK presence is seeking an experienced Senior Financial Planner to join its expanding Wealth team. The firm is known for its collaborative culture, forward-thinking approach, and genuine commitment to client success and employee development. This is an opportunity to be part of a business that combines professional excellence with a modern, people-first culture — where your expertise, ideas, and ambition will be valued and supported. The Opportunity You’ll provide tailored, holistic financial planning solutions to a diverse portfolio of private clients, business owners, and high-net-worth individuals. Working closely with in-house specialists and paraplanners, you’ll ensure clients receive strategic, long-term advice designed to help them achieve their personal and financial goals. Key Responsibilities • Deliver comprehensive financial planning advice across investments, pensions, protection, and estate planning., • Build, manage, and grow long-term client relationships based on trust and exceptional service., • Collaborate with internal teams to identify opportunities and provide joined-up solutions., • Stay current with market developments, legislation, and regulatory changes to ensure best practice., • Support business growth through proactive networking, referrals, and relationship building.About You, • Qualified to Level 6 Diploma or Chartered Financial Planner status (or working towards this)., • Proven experience delivering holistic financial advice in a professional environment., • Strong interpersonal and communication skills with a genuine client-first approach., • Commercially astute and able to identify new opportunities for both clients and the firm., • Team player with a proactive, growth-oriented mindset.What’s on Offer, • Competitive remuneration package with performance-based incentives., • Hybrid working model with flexibility across London., • Supportive and collaborative culture focused on professional development., • Opportunity to work with a diverse and growing client base. → Accelerated careers without corporate drag Progression is based on impact, not tenure. Individuals are trusted to lead, influence client outcomes, and shape strategy far earlier than in traditional firms. There is real autonomy here, supported by senior leaders who actively invest in development and long-term success. → Work that stretches you – with clients who value expertise You’ll work with ambitious, growth-focused clients who see the firm as a strategic partner, not a commodity. This means exposure to complex challenges, senior-level engagement, and opportunities to develop strong commercial judgment alongside technical capability. → A culture built on trust, not hierarchy High standards sit alongside a refreshingly down-to-earth culture. People collaborate, share knowledge openly, and support one another. Leadership is visible, accessible, and genuinely invested. Individuals are recognised, listened to, and valued. → A modern, future-focused firm From flexible working and technology investment to launching new service lines and supporting innovation, this firm is growing with purpose. People are encouraged to contribute ideas and help shape the business’s future. → Values you can feel every day The firm’s values are evident in how people treat one another, how success is celebrated, and how wellbeing, inclusion, and performance are balanced in practice. In short, if you are looking for: • Faster progression with meaningful responsibility, • Smart, supportive colleagues who care about quality and outcomes, • Challenging, impactful work with clients who value your expertise

Chartered Financial Planner – London Hybrid – Up to £75k + Bonus. We’re offering an outstanding opportunity for a Chartered Financial Planner to take over a retiring adviser’s established client bank of approximately £35 million AUM. Recruitment of Financial Advisers, Paraplanner’s, IFA

The job purpose comprises of meeting with clients and prospective clients to provide financial planning for them in accordance with the company propositions, in order to generate compliant initial and ongoing income the company.

This is a structured role designed for someone looking to accelerate their progression toward becoming a Chartered Financial Planner. Experience within a wealth management / financial planning environment. Exposure to high‑quality clients and experienced advisers.

The Role: I am recruiting a Paraplanner on behalf of Paradigm Norton, an award-winning and market leading, independent financial planning firm. Joining the team in the London office (EC1M), the successful Paraplanner will work closely with the Client Managers (Financial Planners / Advisers) to create comprehensive and bespoke financial plans that align with clients goals and aspirations. This is not an advising role, but the successful Paraplanner will be involved in client meetings from the outset, working to deliver frequently complex financial planning services to high-net-worth clients. You will be responsible for technical research, cash flow modelling, producing recommendations and delivering an exceptional client service with the opportunity to progress, with time, into advising. The Person: The successful Paraplanner will have a minimum of 1 years Paraplanning experience and is likely to be Diploma qualified (or close to becoming qualified) we are happy to consider candidates with more experience, and the salary paid will reflect this. You will be proactive, curious, keen to question and learn and driven by finding the best solution for the clients. Salary: Competitive and negotiable (dependant on experience), plus an exceptional benefits package including; 23 days holiday + 12 wellbeing days + bank holidays + support with continued professional development (including progression to Chartered/Certified status) + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme + profit share. Home Working and Flexibility: We are happy to facilitate hybrid working (c.2 days per week from home) but as this role is supporting a London based Client Managers, with heavy involvement in client meetings, a willingness to commute to the London office (EC1M) is essential. We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.) The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest Award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Paraplanner, Responsibilities: Prepare accurate and detailed financial reports, including investment summaries, cash flow projections, retirement plans, estate plans, and risk assessments, tailored to meet the clients requirements. Collaborate with the Client Director to evaluate and recommend suitable financial strategies that align with the clients needs and objectives. Monitor and review client portfolios, identifying opportunities for optimisation and presenting recommendations based on market trends and performance analysis. As appropriate, assist with dealing. Provide technical support to the Client Director, offering guidance, clarifying complex concepts, and assisting in the implementation of financial strategies. Foster a relationship with clients: attend client meetings, address their queries, resolve issues, and provide ongoing support throughout the financial journey. Continue with your personal and professional development, maintaining up-to-date knowledge of legislation, investments, and technology. Paraplanner, Skills and Experience: A minimum of 1 years paraplanning experience. Diploma qualified, or close to becoming qualified. (Dip PFS or equivalent) Keen to study for Certified/Chartered Financial Planner qualifications (support with this will be provided). A good understanding of all areas of financial planning investment portfolio management, tax planning, pensions, protection, estate planning, cash flow planning etc. Proficient in financial planning software (e.g. Intelligent Office, Voyant etc.) A strong technology, problem-solving and mathematical aptitude. Paraplanner, Behaviours and Competencies: Youll always have clients at the forefront of your thoughts, seeking opportunities to surprise and delight at all times, thinking outside the box to best meet their needs. You will confidently build relationships with clients, colleagues and connections. Youll be a real team player who naturally collaborates with others, understands and appreciates others experiences, manages workflow and delegates tasks effectively. You take an interest in your development and will seek out learning opportunities, showing curiosity and willingness to explore multiple possibilities or to challenge the norm. Paradigm Norton are proud to boast one of the most talented and highly qualified financial planning teams in the UK and they place people at the heart of their company values. The successful Paraplanner will therefore enjoy a highly rewarding career, working for an award winning and progressive company that invests in their partners and values and rewards individual contributions. Dawn OShea is the recruitment partner, recruiting the Paraplanner directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail. TPBN1_UKTJ

Servicing Financial Adviser (Pathway to Chartered). An established, growth-focused wealth firm is hiring an experienced financial planner to take responsibility for 350 existing households with full back office support - retaining and developing relationships while identifying new inflows across bot

AUM is seeking an experienced Chartered Financial Planner to join its London office. Chartered Financial Planner status (CII) — essential. This opportunity would suit an established Chartered Financial Planner who:.

A leading financial services firm in the UK seeks an experienced Financial Planner to join their expanding team. In this varied role, you will onboard clients and provide personalized financial advice to help them achieve their long-term goals.

A leading wealth management firm in Greater London is seeking an Associate Wealth Manager to support client management and gain exposure toward becoming a Chartered Financial Planner.

A rare opportunity has arisen for an experienced UHNW Financial Planner to join them and take over a book of 30 clients which generates £40m. Sound understanding of the typical challenges and opportunities encountered by successful individuals (often business owners) and how these can be addressed

A reputable financial planning firm in Wiltshire is seeking an experienced Financial Planner. The role offers a competitive salary between £50,000 and £60,000 and encourages a focus on delivering quality financial advice while inheriting a client base. Join a supportive team dedicated to client su

The Financial Planner will prepare cash flow plans and work with the adviser to develop different scenarios and strategies and write Financial Review and Wealth Strategy documents. The Financial Planner will research and analyse existing solutions making recommendations focusing on in-depth advice (

A leading wealth management firm in London is seeking an experienced Chartered Financial Planner. This role entails providing holistic financial advice to high-net-worth individuals, managing an existing client base, and developing new business opportunities.

A recruiting agency in the UK is seeking a Trainee Financial Advisor to join a supportive team, providing a structured pathway to becoming a Chartered Financial Planner. Ideal for Junior Financial Advisers or Paraplanners looking for a long-term career, this position offers valuable client-facing ex

Diploma qualified in Financial Planning – you will possess a Diploma in Financial Planning, with an Advanced diploma being desirable as we hold Corporate Chartered status as a firm. We are looking for a Chartered Financial Planner to join our growing team. Working alongside an established team of

Access to sickness cover or a ""New Parent"" payment*: With our Allianz insurance scheme, you have protection from the financial cost of life-changing events with insurance from Allianz.

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Access to sickness cover or a ""New Parent"" payment*: With our Allianz insurance scheme, you have protection from the financial cost of life-changing events with insurance from Allianz.

Start Delivering with Uber Eats.Delivering with Uber Eats offers a flexible way of making money.It is a great alternative to traditional part-time delivery jobs or other part-time gigs, temp jobs or seasonal work.See how delivering with the Uber app can help you make money flexibly.You decide how mu

Access to sickness cover or a ""New Parent"" payment*: With our Allianz insurance scheme, you have protection from the financial cost of life-changing events with insurance from Allianz.

Access to sickness cover or a ""New Parent"" payment*: With our Allianz insurance scheme, you have protection from the financial cost of life-changing events with insurance from Allianz.

Start Delivering with Uber Eats.Delivering with Uber Eats offers a flexible way of making money.It is a great alternative to traditional part-time delivery jobs or other part-time gigs, temp jobs or seasonal work.See how delivering with the Uber app can help you make money flexibly.You decide how mu

Access to sickness cover or a ""New Parent"" payment*: With our Allianz insurance scheme, you have protection from the financial cost of life-changing events with insurance from Allianz.

Start Delivering with Uber Eats.Delivering with Uber Eats offers a flexible way of making money.It is a great alternative to traditional part-time delivery jobs or other part-time gigs, temp jobs or seasonal work.See how delivering with the Uber app can help you make money flexibly.You decide how mu

Access to sickness cover or a ""New Parent"" payment*: With our Allianz insurance scheme, you have protection from the financial cost of life-changing events with insurance from Allianz.

Start Delivering with Uber Eats.Delivering with Uber Eats offers a flexible way of making money.It is a great alternative to traditional part-time delivery jobs or other part-time gigs, temp jobs or seasonal work.See how delivering with the Uber app can help you make money flexibly.You decide how mu