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Financial Planner (Existing Client Bank) - to £70k
£40,000 - £70,000 yearly
Recruit UK Ipswich, UK
20/10/2021
Full time
Job Title:  Financial Planner (Existing Client Bank) Industry:  Financial Advice Location:  East Anglia Salary:  £40,000 – £70,000 + bonus + Reference Number:  15575 Job Description: Looking for a new challenge in a role with an existing client base? Recruit UK is working with a successful multi-office IFA firm who looking for a Financial Planner to join their East Anglia team. With one of their longstanding advisers retiring, there is an opportunity for an incoming adviser to take over a proportion of their book, giving you a great starting block to build up a large client portfolio through developing new business opportunities. Alongside a book of clients to work with, you will have access to full technical and administrative support, freeing up your time to spend on clients. Package Details:  Salary £50,000 – £70,000 Annual Bonus (uncapped) Monthly Car Allowance...
Financial Adviser - £45k-£65k - Bristol
£45,000 - £65,000 yearly
Recruit UK Bristol, UK
20/10/2021
Full time
Job Title:  Financial Adviser Industry:  Financial Services Location:  Bristol Salary:  £45,000 – £65,000 Job Reference:  15583 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser in Bristol to join a Financial Planning firm. Our client is a thriving company that has faced exceptional growth since they started their business. They have a focus on helping clients to uncover and secure their long-term financial goals and as a result of this method and their ongoing success they are now able to bring on another adviser. The client will assist you with developing a client bank, with their ongoing lead source, continual referrals, and via other channels, you may wish to utilize. Duties will include but are not limited to: Relationship management, develop new and existing clients. Support clients with achieving their financial goals through ongoing advice....
Personal Financial Planning Manager - £65k
£65,000 yearly
ICAEW
06/10/2021
Full time
To work with the Head of Personal Financial Planning by providing day-to-day oversight of all activity relating to the Personal Financial Planning (‘PFP’) Community The design and delivery of all PFP Community activity, including webinars, newsletters and events, ensuring year-on-year growth in engagement. Generating year-on-year growth in commercial income through third party content partnerships, working closely with colleagues in Professional Standards and Commercial to ensure that all partnerships are suitable from a reputational and regulatory perspective. Acting as a liaison between colleagues across ICAEW, members of the PFP Community and other stakeholders on technical and regulatory issues Working closely with colleagues in the Practice team to inform the support provided to Member Firms on how to grow their private client advisory business. Supporting ICAEW’s work on Reputation & Influence, primarily as it relates to tax policy and...
Paraplanner - £28k-£37k - Lincs
£28,000 - £37,000 yearly
Recruit UK Remote (Spalding, UK)
20/10/2021
Full time
Job Title: Paraplanner Industry: Financial Services Location: Spalding Salary: £28,000 - £37,000 Job Reference: 15611 Job Description: Are you a paraplanner looking to work in a firm that goes beyond client expectations? Then look no further! This role can either be office based, hybrid working, or for the right individual work predominantly from home, coming into the office once a month for monthly meetings. Recruit UK are looking for a paraplanner to join a financial planning firm in Spalding. The firm prides themselves on providing holistic advice to individuals in a clear and concise way. Responsibilities as a paraplanner include but are not limited to: Conducting product research Gathering and analyzing information for new and existing clients Preparing suitability reports Preparing key illustrations and key documents Remaining compliant at all times What’s in it for you: Salary up to...

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Latest Jobs

Financial Adviser - £45k-£65k - Bristol
£45,000 - £65,000 yearly
Recruit UK Bristol, UK
20/10/2021
Full time
Job Title:  Financial Adviser Industry:  Financial Services Location:  Bristol Salary:  £45,000 – £65,000 Job Reference:  15583 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser in Bristol to join a Financial Planning firm. Our client is a thriving company that has faced exceptional growth since they started their business. They have a focus on helping clients to uncover and secure their long-term financial goals and as a result of this method and their ongoing success they are now able to bring on another adviser. The client will assist you with developing a client bank, with their ongoing lead source, continual referrals, and via other channels, you may wish to utilize. Duties will include but are not limited to: Relationship management, develop new and existing clients. Support clients with achieving their financial goals through ongoing advice....
Financial Adviser - £40k-370k - Midlands
£40,000 - £70,000 yearly
Recruit UK Birmingham, UK
20/10/2021
Full time
Job Title:  Financial Adviser Industry:  Financial Planning Location:  Midlands Salary:  £40,000 – £70,000 Job Reference:  15577 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser to join a leading Financial Advice practice in Birmingham. We are proud to be working with a fantastic independent financial consultancy firm. They pride themselves in being within the top 1% of IFAs in the country and have a brilliant reputation. They are currently looking to bring on an additional adviser to their Birmingham advice team due to continuous success. To assist with developing a client base in the local region and ensuring these clients are offered a quality service following this, on an ongoing basis. They have a great brand presence and reach, and are a well renowned national IFA consultancy and one of the longest-standing IFA firms. What is on offer within this...
Senior Paraplanner £50k-£60k - London
£50,000 - £60,000 yearly
Recruit UK London, UK
20/10/2021
Full time
Job Title:  Senior Paraplanner Industry:  Financial Services Location:  London Salary:  £50,000 – £60,000 Job Reference:  15646 Job Description: Recruit UK is working on an excellent opportunity for a Senior Paraplanner to join a boutique Chartered IFA that has grown steadily over the last few years. They have accumulated a good number of awards especially recently, having won Best Financial Advisers to Work for an award for 2019 and 2021. You will provide financial planning support to the financial advisers, assisting them in delivering an outstanding holistic financial planning service to new and existing clients who typically have complex planning needs. Responsibilities Preparing for and attending all client meetings wherever possible, taking detailed written notes, and following up on any technical points after the meeting. Gathering and analyzing comprehensive, detailed information from...
Financial Planner (Existing Client Bank) - to £70k
£40,000 - £70,000 yearly
Recruit UK Ipswich, UK
20/10/2021
Full time
Job Title:  Financial Planner (Existing Client Bank) Industry:  Financial Advice Location:  East Anglia Salary:  £40,000 – £70,000 + bonus + Reference Number:  15575 Job Description: Looking for a new challenge in a role with an existing client base? Recruit UK is working with a successful multi-office IFA firm who looking for a Financial Planner to join their East Anglia team. With one of their longstanding advisers retiring, there is an opportunity for an incoming adviser to take over a proportion of their book, giving you a great starting block to build up a large client portfolio through developing new business opportunities. Alongside a book of clients to work with, you will have access to full technical and administrative support, freeing up your time to spend on clients. Package Details:  Salary £50,000 – £70,000 Annual Bonus (uncapped) Monthly Car Allowance...
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