Financial Planning Jobs

Featured Jobs

19/01/2022

Full time

£45,000 - £95,000 yearly

Recruit UK Cardiff, UK

Job Title: Financial Planner Industry: Financial Advice Location: Cardiff Salary: £45,000 – £95,000 Job Reference: 15234 Job Description: Recruit UK are working on an exciting opportunity for a Financial Planner in Cardiff to join a Financial Planning company. Our client is an award-winning, UK wide Financial Planning firm that specializes in holistic advice and investment management. Whilst they have offices across the UK, they are looking to develop their South Wales office. They will be able to provide you with the tools you need to grow your own client base and expand your network to increase your portfolio. They will also provide you with full back-office support to ensure your time is used assisting clients to meet their financial needs. Your key responsibilities include: Plan, implement and execute Annual Business Plan Build new client relationships Achieve and maintain...

19/01/2022

Full time

Compliance Manager - Manchester - £75k

£75,000 yearly

Recruit UK Manchester, UK

Job Title: Compliance Manager Industry: Financial Services Location: Sale, Manchester Salary : £75,000 Reference Number: 15891 Job Description: Recruit UK are working on an excellent opportunity for a Compliance Manager position near Manchester to join a leading technical pension advice firm. They are FCA regulated Pension Transfer Specialists, with a wealth of expertise and specialist knowledge in this area providing a robust, unbiased and client-focused advice service for those looking at transferring their UK defined benefit pension schemes. Offices near Manchester, with a highly qualified existing team of advisers. The company is currently seeking to employ a Compliance Manager to lead, manage and develop the Compliance Function and to hold the FCA Senior Manager Functions of SMF16 – Compliance Oversight and SMF17 – Money Laundering Reporting Officer. The Role: Keeping up...

19/01/2022

Full time

Paraplanner - Homebased - £45k

£40,000 - £45,000 yearly

Recruit UK Remote (London, UK)

Job Title: Paraplanner Industry: Financial services Location: Homebased Salary: £45,000 Job reference: 15912 Job Description: Recruit UK are working on an excellent opportunity for a Level 4 Diploma qualified and experienced Paraplanner, based within the Private Wealth Team in Weybridge. You will be responsible for supporting the Partners in the practice. The average client has at least £500k to invest and so the successful candidate will be required to write bespoke reports that are specifically tailored to the client’s requirements. A high attention to detail, thinking outside the box, a ‘personal touch’ and being able to deal with more complex investment solutions are therefore a prerequisite. In addition, you will support Partners in carrying out high-quality research on a full range of Financial Planning products in line with the client’s advice process and compliance framework and writing detailed...

Latest Jobs

19/01/2022

Full time

Financial Adviser - Cardiff - To £95k

£45,000 - £95,000 yearly

Recruit UK Cardiff, UK

19/01/2022

Full time

Financial Adviser - Remote - £45k-£50k

£45,000 - £50,000 yearly

Recruit UK Remote (Cheshire, UK)

Job Title: Financial Adviser Industry: Financial Planning Location: Remote Salary: £45,000-£50,000 Job Reference: 15913 Job Description: Are you a financial adviser with strong pension knowledge looking for a new challenge? Recruit UK is working with a firm based in Cheshire, who are looking for financial advisers to join their team in a remote capacity. My client is a pension focused financial planning firm, who provide advice on all aspects of pensions including DB pensions, consolidating pensions and retirement planning. They pride themselves on offering clear, jargon free, financial advice allowing their clients to attain a comfortable retirement. They are currently going through a period of significant growth, with no signs of stopping – it’s a really exciting time to join the team! What is on offer? Salary up to £50,000 – with OTE of £75,000 Completely...

19/01/2022

Full time

Paraplanner - Homebased - £45k

£40,000 - £45,000 yearly

Recruit UK Remote (London, UK)

19/01/2022

Full time

Operations Manager - London/Remote - £35k-£45k

£35,000 - £45,000 yearly

Recruit UK Remote (London, UK)

Job Title: Operations Manager Industry: Financial Services Location: London (remote) Salary: £35,000 – £45,000 Job Reference: 15870 Job Description: Recruit UK are working on an excellent opportunity for an Operations Manager in London. Our client is a highly successful IFA business that pride itself on offering innovative advice, tailoring the plans to each client’s individual needs. Due to continues growth within their investment team, they are looking to bring on an Operations Manager. Your fundamental objective is to lead the operations and investment support function across the firm. Your role will include, but not be limited to: Support in delivering the operational framework Assist with trade upload onto platforms Reconcile platform asset allocation and performance data with internal data Monitor portfolio drifts vs targets Product MI reports on flows AuM and revenues...