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IFA/Financial Planner - Berks/North Hampshire - Competitive Salary
Wessex Investment Management Limited
21/09/2021
Full time
• Please mention Financial Planning Jobs when applying for this role • We're looking to recruit an experienced IFA/Financial Planner to service existing clients and further develop existing accountancy and solicitor relationships and introduce new clients to the firm. Back office support including administration and Paraplanning. A clearly defined sustainable and responsible investing policy. Clients are provided with a full range of services across the financial planning spectrum. You will work closely with clients to develop a true understanding of their personal financial needs and provide them solutions to match. Benefits: Competitive Salary  Bonus scheme 25 days holiday plus bank holidays Private Medical Insurance DIS Pension Contribution Support with ongoing professional development and qualifications Skills and experience required: Experienced IFA/Financial Planner (5 years minimum) Level 4 Diploma...
Trainee Financial Adviser - £30k - Newcastle-Upon-Tyne
£30,000 yearly
Recruit UK Newcastle upon Tyne, UK
17/09/2021
Full time
• Please mention Financial Planning Today Jobs when applying for this role • Job Title: Trainee Financial Adviser Industry: Financial Services Location: Newcastle-Upon-Tyne Salary: £30,000 Reference Number: 15560 Job Description: Trainee Financial Adviser Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser position in Newcastle-Upon-Tyne to join a leading Financial Advice firm. This is a well established IFA company. This is an excellent opportunity to join a fast growing firm with huge potential to develop and grow your career and earnings. High Net Worth clients Independent Financial Advice service Pension Specialists Experienced Financial Advisers Inhouse paraplanning, admin and compliance support Team environment Fast-growing business Telephone based fact finding/advice Modern tech-based company Office based (telephone based) The Role: Trainee...

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Latest Jobs

IFA/Financial Planner - Berks/North Hampshire - Competitive Salary
Wessex Investment Management Limited
21/09/2021
Full time
• Please mention Financial Planning Jobs when applying for this role • We're looking to recruit an experienced IFA/Financial Planner to service existing clients and further develop existing accountancy and solicitor relationships and introduce new clients to the firm. Back office support including administration and Paraplanning. A clearly defined sustainable and responsible investing policy. Clients are provided with a full range of services across the financial planning spectrum. You will work closely with clients to develop a true understanding of their personal financial needs and provide them solutions to match. Benefits: Competitive Salary  Bonus scheme 25 days holiday plus bank holidays Private Medical Insurance DIS Pension Contribution Support with ongoing professional development and qualifications Skills and experience required: Experienced IFA/Financial Planner (5 years minimum) Level 4 Diploma...
Paraplanner - Upto £35k - Devon
£30,000 - £35,000 yearly
Recruit UK Remote (Exeter, UK)
17/09/2021
Full time
• Please mention Financial Planning Today Jobs when applying for this role • Job Title:  Paraplanner Industry:  Financial Planning Location:  Exeter, Devon Salary:  Up to £35,000 Job Reference:  15313 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner to join a Financial Advice practice in Exeter. This is an opportunity for someone with Paraplanning experience to secure a new position. The firm is going through a phase of growth and are looking for an experienced paraplanner to work from the office or from home. They offer an excellent salary alongside great benefits and are committed to ensuring your success within the industry. Your duties will include but not be limited to: Report writing Fact-finding Client Service/ Review – first contact for clients with any technical queries Prepare recommendations; complete / send documents, application...
Trainee Financial Adviser - £30k - Newcastle-Upon-Tyne
£30,000 yearly
Recruit UK Newcastle upon Tyne, UK
17/09/2021
Full time
• Please mention Financial Planning Today Jobs when applying for this role • Job Title: Trainee Financial Adviser Industry: Financial Services Location: Newcastle-Upon-Tyne Salary: £30,000 Reference Number: 15560 Job Description: Trainee Financial Adviser Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser position in Newcastle-Upon-Tyne to join a leading Financial Advice firm. This is a well established IFA company. This is an excellent opportunity to join a fast growing firm with huge potential to develop and grow your career and earnings. High Net Worth clients Independent Financial Advice service Pension Specialists Experienced Financial Advisers Inhouse paraplanning, admin and compliance support Team environment Fast-growing business Telephone based fact finding/advice Modern tech-based company Office based (telephone based) The Role: Trainee...
Pension Transfer Specialist - £50k - Manchester
£45,000 - £50,000 yearly
Recruit UK Manchester, UK
17/09/2021
Full time
• Please mention Financial Planning Today Jobs when applying for this role • Job Title: Pension Transfer Specialist Industry: Financial Services Location: Manchester Salary: £50,000 Job ref: 15537 Job Description: Pension Transfer Specialist Recruit UK are working on an excellent opportunity for a Home Based Pension Transfer Specialist Adviser in Manchester to join a Pension Transfer Specialist Advice firm. They offer their high net worth clients a quality advice service. They are experienced, Pension Transfer Advice Specialists providing professional and impartial advice in the UK. They are actively seeking a Pension Transfer Specialist (PTS) to provide advice to their Pension Transfer clients. Joining their Pension advice team. This is predominantly a home-based role for someone living a commutable distance to Manchester (1hr 30mins max). You will be required to go to their offices in Manchester once/twice a week....
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