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• 

  Paraplanner  

  GROVE TALENT SOLUTIONS LTD

  - Greater London

  Posted: 17/08/2026

  Apply Now

  Job Title: br/ br/ Paraplanner Location: br/ br/ Cambridge (Hybrid Wor... Read More

  Job Title: br/ br/ Paraplanner Location: br/ br/ Cambridge (Hybrid Working) Salary: br/ br/ Negotiable, dependent on experience and Qualifications br/ br/ A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. br/ br/ Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments br/ br/ Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence br/ br/ Benefits Hybrid Working Available Competitive Bonus Scheme Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role br/ br/ TPBN1_UKTJ Read Less

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• 

  Financial Planner  

  GROVE TALENT SOLUTIONS LTD

  - Greater London

  Posted: 17/08/2026

  Apply Now

  Role: Financial Planner Salary: £65,000 - £80,000 + Bonus Location: No... Read More

  Role: Financial Planner Salary: £65,000 - £80,000 + Bonus Location: Northamptonshire A well-established, client-focused wealth management firm is seeking an experienced Financial Planner to join its growing team in Northamptonshire. This is an excellent opportunity to become part of a business that values long-term client relationships, high-quality advice, and professional excellence. The firm has built a strong reputation for delivering holistic financial planning and is committed to supporting both its clients and employees for the long term. The Role This position offers a unique opportunity to inherit and develop an existing client bank, while also benefiting from a steady flow of new enquiries generated through referrals and the firm's strong brand presence. Working closely with the Financial Planning Director, you will provide holistic financial planning advice tailored to clients' individual circumstances and long-term objectives. The successful candidate will focus on nurturing and expanding client relationships while delivering exceptional ongoing service. Supported by an experienced paraplanning and administration team, you will be able to concentrate on advising clients rather than back-office responsibilities. This role would suit an adviser who is looking for a supportive environment where they can maximise their expertise and continue developing their career. Key Responsibilities Provide holistic financial planning and regulated advice across pensions, investments, protection, and inheritance tax (IHT) planning. Conduct detailed fact-finding meetings, cashflow modelling, and suitability assessments. Create and present tailored financial plans aligned with clients' objectives and risk profiles. Build and maintain long-term client relationships through regular reviews and proactive communication. Ensure all advice meets regulatory requirements and internal compliance standards. Work closely with paraplanners to produce accurate research and suitability reports. Stay up to date with legislative changes, market developments, and industry best practice. Candidate Profile Level 4 Diploma in Financial Planning (essential). Previous adviser experience within a financial planning or IFA environment. Excellent verbal and written communication skills. A genuine passion for building and maintaining long-term client relationships. A collaborative, ethical, and client-focused approach to financial planning. Benefits Competitive bonus scheme. Ongoing support and mentoring from experienced Financial Planners. 5% employer pension contribution. Death in Service cover of four times salary. 25 days annual leave plus bank holidays. Full support for CII qualifications and ongoing professional development. Private medical insurance. TPBN1_UKTJ Read Less

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• 

  Financial Planning Administrator  

  GROVE TALENT SOLUTIONS LTD

  - Greater London

  Posted: 16/08/2026

  Apply Now

  Role: Financial Planning Administrator Location: Marlborough Salary: N... Read More

  Role: Financial Planning Administrator Location: Marlborough Salary: Negotiable A respected and expanding financial planning firm is looking to appoint an experienced Financial Administrator to support its continued growth. This is an excellent opportunity for someone who enjoys acting as a central point of contact for clients, handling enquiries relating to pensions, investments, and protection products, while maintaining strong relationships with product providers. The role is integral to delivering an exceptional client experience and ensuring high levels of service are consistently provided to both clients and internal stakeholders Responsibilities Process new business applications accurately and efficiently. Support Paraplanners and Financial Advisers in preparing annual and triennial client review packs. Coordinate client meetings and manage Adviser diaries to ensure schedules run smoothly. Produce portfolio illustrations and assist with servicing client requirements. Provide comprehensive administrative support across the financial planning function. Ensure all administration is completed in accordance with company procedures, regulatory requirements, and service standards. Communicate with clients professionally via telephone, email, and written correspondence. Maintain accurate, compliant, and up-to-date client records across internal systems and databases. Key Requirements Previous experience within a Financial Planning or Wealth Management environment is essential. CII Level 3 Certificate in Financial Administration is desirable, although support towards qualifications will be provided. Experience using Intelligent Office (IO) and adviser platforms would be advantageous. Strong organisational skills with the ability to prioritise workloads and meet deadlines. Excellent verbal and written communication skills. A proactive and detail-oriented approach to problem solving. Ability to work effectively both independently and as part of a team. Benefits Full support towards professional qualifications and industry examinations. 25 days' annual leave, plus the option to purchase additional holiday (excluding bank holidays). Annual salary review process. Additional day off to celebrate your birthday. Life assurance and workplace pension scheme. Opportunities for ongoing professional development and career progression within a growing business. TPBN1_UKTJ Read Less

  Apply Now
• 

  Paraplanner  

  GROVE TALENT SOLUTIONS LTD

  - Greater London

  Posted: 16/08/2026

  Apply Now

  Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Ne... Read More

  Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Competitive Bonus Scheme Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role TPBN1_UKTJ Read Less

  Apply Now
• 

  Paraplanner  

  GROVE TALENT SOLUTIONS LTD

  - Cambridgeshire

  Posted: 16/08/2026

  Apply Now

  Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary:... Read More

  Job Title: Paraplanner Location: Cambridge (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A well-established, forward-thinking Independent Financial Planning firm is seeking an experienced Paraplanner to strengthen its technical team. This is a great opportunity for a technically skilled individual who enjoys working collaboratively alongside Financial Advisers in a supportive and team-focused environment. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Competitive Bonus Scheme Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role TPBN1_UKTJ Read Less

  Apply Now
• 

  IFA Administrator  

  GROVE TALENT SOLUTIONS LTD

  - Greater London

  Posted: 16/08/2026

  Apply Now

  Role: IFA Administrator Location: Chippenham Salary: £ Negotiable The... Read More

  Role: IFA Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm. Key Responsibilities Client onboarding and processing new business applications Servicing existing clients by helping with enquiries and questions Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Income processing such as reconciling fee statements and invoicing clients. Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: Previous experience in a similar IFA, wealth management or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelliflo would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Strong holiday allowance Private Medical Insurance Life Assurance Pension Scheme CII Exams Read Less

  Apply Now
• 

  Paraplanner  

  GROVE TALENT SOLUTIONS LTD

  - Greater London

  Posted: 16/08/2026

  Apply Now

  Job Title: Paraplanner Location: Belfast (Hybrid Working) Salary: Nego... Read More

  Job Title: Paraplanner Location: Belfast (Hybrid Working) Salary: Negotiable, dependent on experience and Qualifications A modern, professional Independent Financial Planning firm is looking for an experienced Paraplanner to strengthen their technical team. This is an excellent opportunity for a technically strong professional who enjoys working closely with Financial Advisers in a collaborative way. The successful candidate will play a key role in supporting advisers by carrying out detailed research, analysing client circumstances, and preparing clear, accurate financial planning reports aligned to clients objectives. This role also offers structured training and development support with an option to progress towards advising available in the future. Key Responsibilities Produce comprehensive, compliant financial planning reports for advisers to present to clients Conduct technical research on products, providers, and planning solutions Support advisers with client reviews, queries, and ongoing servicing requirements Act as a point of contact for day-to-day client and adviser support queries Prepare client review packs and obtain illustrations as required Keep up to date with financial planning legislation, products, compliance requirements and industry developments Key Requirements Previous experience within a Financial Advice / Wealth Management firm Strong paraplanning and report-writing experience is essential Diploma in Financial Planning (or working towards) is desirable, though not essential. Highly organised with the ability to manage and prioritise workloads effectively High attention to detail with the ability to produce accurate, well-structured reports and correspondence Benefits Hybrid Working Available Support and funding for professional industry qualifications Up to 30 days annual leave with holiday purchase (plus bank holidays) Excellent Training and Development Support Life assurance and pension scheme Clear progression opportunities, including the option to progress into an Adviser role TPBN1_UKTJ Read Less

  Apply Now
• 

  IFA Administrator  

  GROVE TALENT SOLUTIONS LTD

  - Wiltshire

  Posted: 14/08/2026

  Apply Now

  Role: IFA Administrator Location: Chippenham Salary: £ Negotiable The... Read More

  Role: IFA Administrator Location: Chippenham Salary: £ Negotiable The Opportunity An established and forward-thinking independent financial planning firm is seeking an organised and proactive IFA Administrator to join its growing Chippenham-based team. This role offers an excellent opportunity to build a long-term career in financial services within a supportive, professional environment. Role Overview The successful candidate will provide essential administrative support to the firms financial planners across a range of case types, ensuring the smooth running of client services and back-office operations. This role is ideal for someone with strong attention to detail, excellent organisational skills, and previous experience within a financial planning firm. Key Responsibilities Client onboarding and processing new business applications Servicing existing clients by helping with enquiries and questions Liaising with providers to obtain policy information and updates. Preparing documentation for client meetings, including valuations and reports. Income processing such as reconciling fee statements and invoicing clients. Supporting the team with compliance and regulatory requirements. Candidate Skills Essential: Previous experience in a similar IFA, wealth management or financial services administration role. Strong organisational and communication skills. High level of accuracy and attention to detail. Proficient in Microsoft Office and CRM systems. Desirable: Progress towards some financial services qualifications (e.g., R01, CF1, FA1 or equivalent). Experience with Intelliflo would be advantageous A proactive attitude and willingness to learn and grow within the role. Some of the Benefits on offer include: Strong holiday allowance Private Medical Insurance Life Assurance Pension Scheme CII Exams & Membership funding TPBN1_UKTJ Read Less

  Apply Now
• 

  Financial Planning Administrator  

  GROVE TALENT SOLUTIONS LTD

  - Wiltshire

  Posted: 14/08/2026

  Apply Now

  Role: Financial Planning Administrator Location: Marlborough Salary: N... Read More

  Role: Financial Planning Administrator Location: Marlborough Salary: Negotiable A respected and expanding financial planning firm is looking to appoint an experienced Financial Administrator to support its continued growth. This is an excellent opportunity for someone who enjoys acting as a central point of contact for clients, handling enquiries relating to pensions, investments, and protection products, while maintaining strong relationships with product providers. The role is integral to delivering an exceptional client experience and ensuring high levels of service are consistently provided to both clients and internal stakeholders Responsibilities Process new business applications accurately and efficiently. Support Paraplanners and Financial Advisers in preparing annual and triennial client review packs. Coordinate client meetings and manage Adviser diaries to ensure schedules run smoothly. Produce portfolio illustrations and assist with servicing client requirements. Provide comprehensive administrative support across the financial planning function. Ensure all administration is completed in accordance with company procedures, regulatory requirements, and service standards. Communicate with clients professionally via telephone, email, and written correspondence. Maintain accurate, compliant, and up-to-date client records across internal systems and databases. Key Requirements Previous experience within a Financial Planning or Wealth Management environment is essential. CII Level 3 Certificate in Financial Administration is desirable, although support towards qualifications will be provided. Experience using Intelligent Office (IO) and adviser platforms would be advantageous. Strong organisational skills with the ability to prioritise workloads and meet deadlines. Excellent verbal and written communication skills. A proactive and detail-oriented approach to problem solving. Ability to work effectively both independently and as part of a team. Benefits Full support towards professional qualifications and industry examinations. 25 days' annual leave, plus the option to purchase additional holiday (excluding bank holidays). Annual salary review process. Additional day off to celebrate your birthday. Life assurance and workplace pension scheme. Opportunities for ongoing professional development and career progression within a growing business. TPBN1_UKTJ Read Less

  Apply Now
• G

  Financial Planner  

  GROVE TALENT SOLUTIONS LTD

  permanent - Northampton

  Posted: 10/08/2026 - Salary: £80000.00 - £80000.00

  Apply Now

  Role: Financial Planner Salary: £65,000Take the next step in your care... Read More

  Role: Financial Planner Salary: £65,000
  
  Take the next step in your career now, scroll down to read the full role description and make your application.
  - £80,000 Bonus Location: Northamptonshire A well-established, client-focused wealth management firm is seeking an experienced Financial Planner to join its growing team in Northamptonshire.
  
  This is an excellent opportunity to become part of a business that values long-term client relationships, high-quality advice, and professional excellence.
  
  The firm has built a strong reputation for delivering holistic financial planning and is committed to supporting both its clients and employees for the long term.
  
  The Role This position offers a unique opportunity to inherit and develop an existing client bank, while also benefiting from a steady flow of new enquiries generated through referrals and the firm's strong brand presence.
  
  Working closely with the Financial Planning Director, you will provide holistic financial planning advice tailored to clients' individual circumstances and long-term objectives.
  
  The successful candidate will focus on nurturing and expanding client relationships while delivering exceptional ongoing service.
  
  Supported by an experienced paraplanning and administration team, you will be able to concentrate on advising clients rather than back-office responsibilities.
  
  This role would suit an adviser who is looking for a supportive environment where they can maximise their expertise and continue developing their career.
  
  Key Responsibilities Provide holistic financial planning and regulated advice across pensions, investments, protection, and inheritance tax (IHT) planning.
  
  Conduct detailed fact-finding meetings, cashflow modelling, and suitability assessments.
  
  Create and present tailored financial plans aligned with clients' objectives and risk profiles.
  
  Build and maintain long-term client relationships through regular reviews and proactive communication.
  
  Ensure all advice meets regulatory requirements and internal compliance standards.
  
  Work closely with paraplanners to produce accurate research and suitability reports.
  
  Stay up to date with legislative changes, market developments, and industry best practice.
  
  Candidate Profile Level 4 Diploma in Financial Planning (essential).
  
  Previous adviser experience within a financial planning or IFA environment.
  
  Excellent verbal and written communication skills.
  
  A genuine passion for building and maintaining long-term client relationships.
  
  A collaborative, ethical, and client-focused approach to financial planning.
  
  Benefits Competitive bonus scheme.
  
  Ongoing support and mentoring from experienced Financial Planners.
  
  5% employer pension contribution.
  
  Death in Service cover of four times salary.
  
  25 days annual leave plus bank holidays.
  
  Full support for CII qualifications and ongoing professional development. xrexnqw
  
  Private medical insurance. Read Less

  Apply Now

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