Financial Planning Jobs

Featured Jobs

17/11/2021

Full time

Financial Adviser - Worcester - £40k-£60k

£40,000 - £60,000 yearly

Recruit UK Worcester, UK

Job Title: Financial Adviser Industry: Financial Planning Location: Worcester Salary: £40,000 – £60,000 Job Reference: 15717 Job Description: Recruit UK is currently working with a reputable and well-established financial planning firm on a financial adviser role, in Worcester. This is an excellent opportunity for a financial adviser looking for a new challenge and opportunity that can provide excellent support with leads and can allocate clients for you to service. This company offers whole of market independent holistic advice, offer quality advice, and have long-term clients and a great brand in the industry. If you are looking for a new role within a brilliant local firm, that can offer substantial support with marketing, back-office support, leads and clients, then contact me directly or apply today. What’s in it for you: Flexible home and office working – opportunity to work...

08/11/2021

Full time

Independent Financial Adviser - Scotland - Competitive Package

Milne Craig

Milne Craig have a fantastic opportunity for an experienced financial adviser seeking a long term position, looking after the clients of a well-established, professional firm based in Paisley, near Glasgow. At this stage, the business needs an experienced adviser to join the team and pick up new enquiries, as the existing advisers are at full capacity. We are never short of new opportunities, from client referrals, the accountancy practice and introductions from professional connections. Being part of a commercially successful accountancy practice provides us with a significant amount of business support, not to mention direct access to tax-related services and other expertise. You will be joining the firm at a crucial time and working alongside the existing team to ensure we are able to offer a high quality, modern, adaptable financial planning service for the long term. You will receive mentoring and assistance from the existing advisers and technical team...

15/11/2021

Full time

Financial Planner - London/South East - £40k-£55k

£40,000 - £55,000 yearly

MW Recruitment London, UK

Our client is a financial planning firm that is very successful. An opportunity has arisen for a driven and ambitious financial planner. The key focus of the role will be To identify and provide financial planning advice to clients who meet the Company’s client and Investment Proposition. Maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations, achieve agreed business plan and generate recurring revenue for the organisation Key Accountabilities • Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Setting client expectations in line with the company Financial Planning model • Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering) at regular agreed intervals, taking account of changes in their personal circumstances and the...

15/11/2021

Full time

Financial Planning Presenter - Nationwide - Up to £55k

£30,000 - £55,000 yearly

MW Recruitment Remote

Our client is a successful investment group with offices in London. They are widely recognised in the industry, regularly win accolades and offer a supportive and dynamic environment. This is also recognised by the low staff turnover at the company. An exciting opportunity has arisen for an experienced candidate in the financial planning space with exceptional presentation skills. This is a varied role and interpersonal and networking skills are key. Responsibilities will include: ▪ Create sales opportunities for the Business Development team through the execution of partnership opportunities such as conferences, presentations and webinars. ▪ Drive business inflows through engagement with key partners. ▪ Seek out and engage new business opportunities with firms unknown to the Investment group – this may include new panel positions, ▪ Create sales opportunities for the Business Development team through the execution of partnership...

Latest Jobs

17/11/2021

Full time

Financial Adviser - Worcester - £40k-£60k

£40,000 - £60,000 yearly

Recruit UK Worcester, UK

17/11/2021

Full time

Associate Financial Planner - London - £55k

£50,000 - £55,000 yearly

Recruit UK City of London, London, UK

Job Title: Associate Financial Planner Industry: Wealth Management Location: City of London Salary: £55,000 Reference Number: 15731 Early on in your career as a Financial Adviser? Looking for a role that offers clear-cut progression to Partner? Want to join a firm that has truly pioneered the Wealth Management profession? Recruit UK is working on an excellent opportunity for an Associate level Financial Planner in London to join one of the UK’s leading fully integrated Wealth Managers. With a presence across the UK and a reputation for its modern approach to the advice market, this company has enjoyed considerable growth over the years and is showing no signs of slowing down. In this role, you will be joining their top-performing team, which has over 40 Financial Planners and dedicated technical support. There is also a large team of Investment Managers/Advisers that you can work closely with to...

17/11/2021

Full time

Paraplanner - Leeds - £40k

£40,000 yearly

Recruit UK Leeds, UK

Job Title: Paraplanner Industry: Financial Services Location: Leeds Salary: £40,000 Reference Number: 15739 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for a Paraplanner position in Leeds to join a leading Independent Financial Advice firm. An opportunity has arisen to join the company as a Paraplanner to work as part of their Paraplanning team providing an excellent service to their clients’ in accordance with the firm’s values and procedures. This position would suit someone who enjoys working on complex cases, dealing with a varied work load, has good paraplanning experience and working knowledge dealing with Pension & Investment Reviews, Fund Analysis and Suitability Reports. The successful applicant will be required to provide full Paraplanning, working within agreed business objectives. What’s in it for you: Paraplanner Paraplanner position –...

17/11/2021

Full time

Paraplanner - Wales - £30k-£40k

£30,000 - £40,000 yearly

Recruit UK Bridgend, UK

Job Title: Paraplanner Industry: Financial Services Location: Bridgend Salary: £30,000 – £40,000 (negotiable) Job Reference: 15742 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Bridgend to join a Financial Planning firm. Our client has enjoyed continued success for decades, providing bespoke and sustainable financial planning to high-net-worth clients across Wales. They are looking for an experienced paraplanner to join their team, where you will play an integral part of the firm and the customer journey. Your role will include, but not be limited to: Creating bespoke suitability reports Attending client meetings where required Researching suitable products Liaising with the administration team and Financial Advisers Benefits: Competitive salary of £30,000 – £40,000 (negotiable) Professional development fund...