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Financial Divisions

Are you an experienced IFA Administrator ready to take your career to the next level? Join a prestigious boutique IFA firm that works exclusively with Ultra High Net Worth (UHNW) clients, delivering fully holistic and truly independent financial advice. About the FirmThis is a rare opportunity to become part of a highly respected, client-centric wealth advisory firm based in London. Known for its bespoke service and deep relationships with UHNW individuals, the firm offers a collaborative, professional, and forward-thinking environment where your contribution truly matters.The RoleAs an IFA Administrator, you'll play a pivotal role in supporting both Advisers and Paraplanners with seamless, end-to-end administrative support. This is a hands-on position that requires initiative, precision, and a client-first mindset.Key Responsibilities:<ul><li>Processing Letters of Authority (LOAs) and liaising with third-party providers</li><li>Updating and maintaining client records and CRM systems</li><li>Onboarding new clients and preparing documentation for client meetings</li><li>Handling client queries with professionalism and care</li><li>Supporting Paraplanners with additional administrative tasks as needed</li></ul>What We're Looking For<ul><li>Minimum 12 months' experience in an IFA administration role</li><li>Strong understanding of financial planning processes and documentation</li><li>Excellent communication and organisational skills</li><li>A proactive, detail-oriented approach with a genuine passion for client service</li></ul> What's on Offer<ul><li>Salary up to £35,000 (DOE)</li><li>Hybrid working model (London-based office)</li><li>Full support for professional development and industry qualifications</li><li>Clear progression path within a growing, dynamic firm</li></ul>If you're looking for a new challenge in a high-touch, high-value environment where your skills will be recognized and nurtured-this is the role for you.Apply now to be considered or reach out for a confidential chat.

IFA Administrator - Boutique Wealth Firm - Hybrid (London) - Up to £35K

Financial Planning/Wealth ManagementOffice-based with FlexibilityBenefits: 25 days holiday + bank holidays, Private Medical Insurance, Life Assurance, Pension, Income ReplacementAn independent, nationwide Financial Planning firm who take pride in our client-centric approach, ensuring that every client receives thoughtful, tailored, and professional financial guidance.The RoleYou will play a key role in ensuring the smooth delivery of advice and support services to our valued clients. Our environment is busy and fast-paced, so you'll need to be adaptable, detail-oriented, and a natural communicator who thrives in a team setting.Key ResponsibilitiesProvide excellent service to clients via phone, email, and video.Support Financial Planners with client meetings, including preparing complex meeting packs and managing diaries.Liaise with providers, process client instructions, and handle enquiries efficiently.Maintain accurate and up-to-date client records and documentation.Collaborate closely with paraplanners and other internal teams to deliver high-quality Financial Planning advice.Greet and assist clients/visitors in the office when required.About you:Proven experience in a Financial Planning support or administration role within financial services.Strong knowledge of MS Office (Word, Excel, Teams, SharePoint).Experience using Intelligent Office (IO) software.Excellent organisational skills and attention to detail.Strong numeracy and communication skills.Ability to work to tight deadlines with minimal supervision.Joining this business means being part of a forward-thinking firm that values collaboration, development, and excellence. You'll enjoy a supportive work culture, professional growth opportunities, and a benefits package designed to look after you and your well being.CV to Jim at Financial Divisions

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

You've spent years building your reputation. You've got loyal clients, impeccable ethics, and you know the difference between good advice and a box-ticking exercise. You don't need micromanaging - you need a platform that matches your standards.This firm is growing, client-first, and built around experienced advisers who want to focus on relationships, not red tape. You'll have full paraplanning and admin support, a strong compliance framework, and complete freedom to advise as you see fit.You can choose an employed or self-employed setup, work from home, and still have access to office space and face-to-face client support when needed.What's on offer:<ul><li>OTE £75k-£180k+ depending on structure and client base</li><li>Fully independent proposition</li><li>Paraplanning, compliance, and marketing support provided</li><li>Clear path to equity and eventual buy-out if desired</li><li>Cutting-edge tech that actually works</li></ul>If you're a Chartered or senior-level Adviser looking to align with a firm that respects experience over volume, this is where you'll find it.If this sounds like the role for you, please contact Joanna Clark for a confidential conversation.

Chartered Financial Adviser - Nationwide (Up to £180k+ OTE) - Remote

You've built a solid book, and now you want a firm that will help you protect it, grow it - and eventually realise its value.This opportunity is with an established wealth management group that supports advisers with £50m+AUM, combining strong infrastructure with the freedom to run your own show. You'll get access to full paraplanning, admin, compliance, marketing, and a genuine practice buy-out option when you decide it's time to exit.Whether you're looking for a cleaner home for your clients or planning a structured succession over the next few years, this firm will work with you to make it happen.You'll have:<ul><li>Level 4 Diploma minimum (CF30 status)</li><li>Existing client bank or AUM to transition</li><li>Client-first values and a collaborative mindset</li></ul>You'll get:<ul><li>Self-employed or employed structure</li><li>Full back-office, compliance, and marketing support</li><li>Flexible home-based setup</li><li>Generous exit and acquisition options</li><li>£80k-£180k+ OTE depending on book size</li></ul>A home for advisers who've earned their independence - and want a firm that treats it with respect.If this sounds like the role for you, please contact Joanna Clark for a confidential conversation.

Financial Adviser - Nationwide (Up to £180k+ OTE) - Remote

If you've built a career under a restricted model and you're now craving proper independence, this is your next step.You'll join a respected, planning-led firm that values client outcomes over product sales. The structure gives you freedom without chaos - strong compliance and back-office support, but no corporate micromanagement. You'll finally be able to recommend what's right for your clients, not what's on a panel.You can come in on an employed or self-employed basis. You'll have paraplanning, admin and compliance all handled in-house, plus modern tech and marketing support to help you grow your book your way.You'll need:<ul><li>Level 4 Diploma (minimum) and FCA-authorised status</li><li>A solid track record in advice - ideally from a restricted model like SJP, Quilter, or similar</li><li>A desire to work truly independently while maintaining structure and support</li></ul>You'll get:<ul><li>£60k-£150k+ OTE</li><li>Full back-office and paraplanning support</li><li>Hybrid or fully remote working</li><li>Practice buy-out option when you're ready to exit</li><li>Freedom to serve your clients properly - for once</li></ul>This is your chance to take the skills you've honed under a restricted badge and finally use them without limits.If this sounds like the role for you please contact Joanna Clark for a confidential conversation.

Independent Financial Adviser - Nationwide - Salary up to £75k + Bonus - Remote

Join Financial Divisions and explore 8   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Financial Divisions

ABOUT_COMPANY

IFA Administrator - Boutique Wealth Firm - Hybrid (London) - Up to £35K

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Client Services - Hybrid - Manchester/Lancashire/Nottingham - To £35,000

Chartered Financial Adviser - Nationwide (Up to £180k+ OTE) - Remote

Financial Adviser - Nationwide (Up to £180k+ OTE) - Remote

Independent Financial Adviser - Nationwide - Salary up to £75k + Bonus - Remote