Who are we?
As of 2025 The Recruitment Connection is no longer actively taking on new clients but will happily support our long standing clients with recruitment advice and guidance and will happily take on new assignments!
Current Assignments Nov 2025
Writer & Adviser Support
Location: Cheam (Office-based)
Salary: Up to £45,000 per annum (pro-rata if 4 days)
Hours: Full-time, with flexibility for a four-day week or a temporary arrangement
About the Role
A highly regarded wealth management practice is seeking an experienced Report Writer & Adviser Support professional to join its established team in Cheam.
This role has become available due to a planned retirement and offers an excellent opportunity to work in a close-knit, professional environment where quality of service and client care are at the heart of everything the firm does.
You’ll work alongside advisers to provide technical support, prepare suitability and review reports, and ensure every client receives clear, compliant, and well-presented advice documentation.
Key Responsibilities
- Prepare suitability reports, review letters, and withdrawal letters.
- Support advisers with cashflow modelling, risk reports, and research.
- Conduct product and fund research to support recommendations.
- Use systems such as Intelligent Office, Volume, Aveni, and Mabel Insight.
- Confidently navigate provider platforms and maintain data accuracy.
About You
- Experience in report writing, paraplanning, or adviser support within financial planning.
- Strong understanding of pensions, investments, and protection.
- Excellent written communication and attention to detail.
What’s on Offer
- Up to £45,000 (pro-rata for four days).
- Friendly, professional team with a strong client-first culture.
- Opportunity for a four-day week or temporary role leading up to Christmas.
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Independent Wealth Manager – Remote (London / South East)
Competitive salary (DOE) + bonus + pension + funded exams & CPD + expenses
Our client is a boutique wealth management firm with c.£500m AUM, discretionary permissions, and leading technology — delivering bespoke investment and pension strategies to high-net-worth clients.
As an Independent Wealth Manager, you’ll inherit a quality client base and provide tailored financial, pension, and investment advice. You’ll have the freedom to deepen relationships and shape long-term client outcomes.
What’s on offer:
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Established, high-value client portfolio.
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Full autonomy with remote flexibility and exceptional systems support.
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A respected, close-knit team built on integrity and professionalism.
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Fully funded exams, qualifications, and ongoing CPD.
A rare opportunity to combine independence, flexibility, and institutional-quality support within a highly regarded wealth management firm.
Ref: 15176
Please email or call if interested simon@recruitment-connection.co.uk
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