Paraplanner - up to £40,000 dependent on qualifications and experience - Wallingford (Hybrid)Be reco... Paraplanner - up to £40,000 dependent on qualifications and experience - Wallingford (Hybrid)Be recognised for your technical expertise, progress your Paraplanning career within a firm where your work genuinely shapes advice outcomes.Frizzell Wealth Management in Wallingford is growing. This opportunity is ideal for an experienced Paraplanner who wants greater ownership of cases, exposure to high-value planning work and clear scope to strengthen their professional standing.The roleYou will play a central role in supporting advisers by delivering technically robust and compliant financial planning documentation.By working on complex cases, including asset-rich clients, you will deepen your product knowledge and strengthen your regulatory understanding. Your analysis and structured reports will directly support high-quality advice.If you have experience within St. James's Place, this would be highly advantageous.Key ResponsibilitiesYou will: Produce detailed financial planning reports that demonstrate your technical strengthDraft suitability letters that clearly reflect well-structured adviceTake full ownership of cases from research to completion, building confidence and autonomyWork directly with providers and clients, enhancing your communication and influenceManage your own pipeline, improving efficiency and accountabilityEnsure every file meets regulatory standards, protecting and strengthening your reputationThe result? Broader knowledge, sharper technical skills and stronger career prospects. The personYou will be an experienced ParaplannerYou will also bring: Strong technical knowledge of financial products and regulationExcellent written communication skillsHigh attention to detailConfidence using Microsoft Office and CRM systemsThe ability to manage deadlines calmly and independently About our companyWe are a close-knit and professional team where paraplanning is central to delivering quality advice. Advisers actively involve you in planning discussions, giving you meaningful exposure rather than routine processing work.The Benefits 22 days holiday increasing to 25 days with serviceClosed between Christmas & New Year – 3 extra days off in addition to your holiday allowanceOpportunity to buy additional holidayFlexible working arrangementsSick payBonus schemePension schemePaid compassionateRefer a Friend SchemePerkboxLife Cover 3 x your salaryEmployee Assistance ProgrammeGive Back Day including £50 charity contribution/donationPaid social eventsEmployee of the Quarter & Year with £200 & £500 awardPaid training such as diploma & professional qualificationsAccess to fully-funded training & development – both SJP & externalLong Term Service Award What’s nextIf you are ready to take the next step in your Paraplanning career with a firm that values technical excellence, apply now to arrange a confidential discussion.
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We are seeking a Finance Business Partner to join our dynamic and impactful team in Sandwell, UK. Th... We are seeking a Finance Business Partner to join our dynamic and impactful team in Sandwell, UK. This permanent position offers a salary of £55,609 to £59,027 per annum. You will be part of an organisation that is committed to making a difference daily. We value innovation and support, providing an environment where professionals can thrive and contribute to meaningful outcomes for others. The role is full-time, encompassing 37 hours per week with flexible working arrangements, including hybrid options with a minimum of 2 days in our Oldbury office.Perks and benefits:- Competitive pension plan: Secure your future with a robust pension scheme that grows with you.- Generous annual leave: Enjoy ample time off to recharge, ensuring work-life balance is more than just a phrase.- Professional development opportunities: We support your growth and career aspirations with access to training and resources.- Health and wellness programs: Take advantage of our wellness initiatives that promote health and well-being.- Flexible working arrangements: Benefit from hybrid working patterns, allowing you to tailor your schedule for greater flexibility.About the role:Reporting to the Head of Finance, this role is pivotal in managing the day-to-day operations of the Payments Team. You will oversee the production of Budget Monitoring information, ensuring budget holders are informed about their financial status, and work to maximise funding streams for the Trust. Your responsibilities will also include:What you will do:- Provide comprehensive financial information, including monthly management accounts and forecasts, alongside insightful advice and guidance.- Lead the annual budget setting and business planning processes, ensuring accuracy and strategic alignment.- Review, develop, and maintain business processes and systems control functions within Oracle financials.- Enhance the Trust’s income generation capabilities.- Manage the Payments Team efficiently.- Develop and implement Financial Regulations and Procedures to uphold financial governance.We are looking for someone who is qualified to CIMA, ACCA, or CIPFA level, with strong Excel skills and prior experience in staff management. A commitment to improving outcomes for children and young people is essential.Why Sandwell?Sandwell offers a unique blend of urban and green spaces, making it a fantastic place to both live and work. With excellent transport links and a friendly community vibe, you’ll find a welcoming place to call home and a supportive network to help you achieve your career goals. Join us and become part of something truly special, where your work genuinely makes a difference.Working with Sanctuary Personnel:Sanctuary Personnel is a trusted and award-winning agency for roles. With an ‘Excellent’ rating on Trustpilot from over 1,000 reviews and many prestigious industry awards, we are dedicated to finding you the best possible rates in roles that match your skills and experience.
Senior Private Client Investment Advisor, London (Remote) Competitive packageThis opportunity is des... Senior Private Client Investment Advisor, London (Remote) Competitive packageThis opportunity is designed for experienced advisers who have outgrown large corporates and are seeking a boutique, FCA regulated firm that supports an entrepreneurial approach.At Vinco Wealth Management, we support advisers in running their own client books within established governance and compliance frameworks. You’ll benefit from a competitive revenue share, flexible working arrangements, and institutional framework.The roleThis role is not a trainee position or a build from scratch opportunity. It is intended for experienced advisers who already manage private clients whether on an Execution Only, Advisory, or Discretionary basis and are seeking a more flexible operating model with performance linked remuneration. You’ll bring your existing client relationships and transition them into our regulated platform. From there, you will continue managing and developing client relationships in accordance with FCA requirements, supported by our compliance, operational, and systems infrastructure.Key Responsibilities Transition your existing private client book seamlessly into our platformsDrive organic growth of your client book while maintaining robust client records and governance standardsMaintain regular client reviews, including portfolio updates and objective reassessmentsBuild long term client relationships through suitable advice and portfolio management About our companyFounded in 2013, Vinco Wealth Management Ltd is a London based, FCA regulated advisory firm, providing tailored investment solutions to affluent and high net worth individuals. Our established investment infrastructure gives advisers access to a broad range of solutions including equities, bonds, derivatives, and money market funds.The Benefits Competitive revenue shareFlexible working structureAccess to market leading platforms and product rangesOngoing regulatory and operational supportOpportunities to expand professional networks The person At least 5 years’ experience in private client investment or advisoryActively managing UK-based clients with a transferable bookRDR compliant with CISI Level 4 Investment Advice Diploma (or equivalent)Holds a valid Statement of Professional Standing (SPS)Commercially minded, self-motivated, and focused on long term relationships What’s nextIf you are looking to take greater ownership of your client relationships within a flexible, performance based structure, we would welcome the opportunity to discuss this role with you.