Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Claygate

Sort by: -
400+ jobs
    • Discuss client requirements with adviser.
    • The successful recruit will work in a busy Independent Financial Adviser practice in the City of London.
    • Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
    • You find yourself spending more time on admin and less…
    • Provide high-quality paraplanning support to financial advisers, ensuring advice is technically accurate, client-focused, and compliant.
    • The successful candidate will work closely with financial advisers and planners to provide comprehensive technical support, enabling the delivery of high-…
    • Deliver exceptional service to clients, ensuring their financial needs are met with tailored solutions.
    • With access to a steady stream of pre-qualified leads…
  • View similar jobs with this employer
    • Conduct in depth reviews to identify personal and financial needs of customers and deliver a consistent and tailored wealth management and financial planning…
  • View similar jobs with this employer
    • Produce robust financial analysis and support your team by reviewing their work.
    • Candidates must have previous Transaction Services experience.
    • The candidate would have some experience in working in Financial Services advice sector, ideally within an IFA firm and would ideally be level 4 qualified or on…
    • In this role, you will provide expert financial advice to clients, helping them to achieve their financial goals through tailored financial planning and…
  • View similar jobs with this employer
    • To be responsible for delivering financial planning and wealth management advice.
    • To build and maintain COIs to initiate and nurture close relationships with…
    • As an Equity Release Adviser, you’ll play a vital role in helping clients unlock the value in their homes to support their financial goals in retirement.
    • Proven experience designing or delivering adviser onboarding or competency validation frameworks within financial services.
    • Successful candidates must have a full Diploma in Financial Planning Level 4 and must also have at least 12 months' experience as a financial advisor with a…
  • View similar jobs with this employer
    • In both origination and execution projects, taking responsibility to communicate with clients, other advisers and senior investment bankers.
    • View all Deutsche Bank jobs - London jobs - Investment Banking Analyst jobs in London
    • Salary Search: Investment Banking Coverage Specialist - Financial Institutions Group (FIG) salaries in London
    • See popular questions & answers about Deutsche Bank
    • Experience in accounting, financial modelling or audit.
    • Progeny Asset Management provides a Discretionary Investment Service for a combination of individuals,…

Job Post Details

IFA Paraplanner at Independent Financial Adviser Practice - job post

Professional Assured Financial Services Ltd
London EC3V 3LL
£45,000 - £50,000 a year - Full-time

Job details

Pay

  • £45,000 - £50,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

London EC3V 3LL

Benefits
Pulled from the full job description

  • Additional leave
  • Company events
  • Company pension
  • Cycle to work scheme
  • Health & wellbeing programme
  • Sick pay

Full job description

Overview

PLEASE APPLY IF YOU HAVE AT LEAST 3 YEARS EXPERIENCE IN AN IFA/WEALTH MANAGER PRACTICE INCLUDING AT LEAST 12 MONTHS AS A PARAPLANNER.

We are looking for an experienced IFA professional who is reliable and hardworking. You should have been working for an IFA/wealth manager for at least 3 years, including at least 12 months as a paraplanner. You will ideally be a long way towards achieving level 4 qualification and have a strong knowledge of IO.

The successful recruit will work in a busy Independent Financial Adviser practice in the City of London.

You will support two advisers, deal with client’s directly, and liaise with the administration team.

We believe in helping our colleagues to be the best they can be, and you will be offered training with a clear pathway for professional development.

Are you self-motivated, keen and with an eye for detail? Are you a people person? Can you manage everyday tasks and one-off projects?

We are a small fun-loving team who work for the client and for each other and recognise the value of teamwork.

We learn and grow by being together and hold strong beliefs in the definitive separation of work life and home life. As such, we are dedicated to working full time in an office environment.

Duties

Discuss client requirements with adviser.

Analyse data as part of pre-advice research.

Undertake cashflow forecasting.

Provision of technical support

Production of advice reports across a range of client needs

Involvement in the Investment Committee

Reporting:

You will report directly to the MD

Management Team:

Over time, you may be integrated into the Management Team

Skills

  • Proficient in FE Analytics, cash calc, Intelliflo cashflow
  • Strong knowledge of IO
  • Excellent organisational skills
  • Strong communicator
  • Good grammar and written skills
  • Ability to work as part of the team, adopting our values of collaboration
  • Attention to detail

If you are an enthusiastic professional looking to take on a pivotal role within our organisation, we encourage you to apply for the position of Paraplanner

Job Type: Full-time

Pay: £45,000.00-£50,000.00 per year

Additional pay:

  • Loyalty bonus
  • Performance bonus
  • Yearly bonus

Benefits:

  • Additional leave
  • Company events
  • Company pension
  • Cycle to work scheme
  • Health & wellbeing programme
  • Sick pay

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • London EC3V 3LL: reliably commute or plan to relocate before starting work (preferred)

Experience:

  • IFA Administration: 3 years (required)

Work Location: In person

Expected start date: 11/08/2025

Let Employers Find YouUpload Your Resume