Financial Planning Jobs

MW Recruitment is proud to be partnering with CWB – an award-winning group of companies specialising in the provision of financial advice, tax planning, employee benefits and business consultancy services. This is an excellent opportunity to join an established, reputable and growing group at an exciting stage in its development. There are national vacancies for experienced Wealth Managers or Chartered Financial Planners who will take a lead role in the practices’ advisory teams. Significantly there is a healthy incoming client flow through multiple business channels, both direct and intermediary, including a large portion of affluent HNW and occasional UHNW business for the successful adviser to tend to. Advisory areas: Financial Planning Estate Planning Pensions & Retirement SME and Corporate Financial Planning Employee Benefits Core duties: Engage prospective clients with a view to establishing and developing long-term relationships Implement industry leading financial planning models in line with regulations and group models that are provided Provide best-in-class ongoing advice to portfolio of clients including HNW and Affluent taking account of changes in their personal circumstances and the regulatory and legislative environments Maintain excellent team cohesion paraplanners, other internal stakeholders and professional support staff Ensure client instructions are executed in a timely manner, collaborating internally where and when necessary to achieve this Develop new opportunities with existing clients to ensure that client portfolios fit with their requirements and optimise their investments Seek referrals and recommendations where possible to maximise coverage and incoming business  The successful candidate will ideally need to be a Chartered Financial Planner. If there is an exceptional candidate who holds the Diploma in Financial Planning and wishes to study toward Chartered status, then this will be supported. Please note this role is salaried (competitive) rather than self-employed, full package and job details available. Why work for CWB? Candidates will benefit from: Being part of an award-winning group, committed to excellence and integrity and with an outstanding reputation in the industry Innovative marketing strategies, generating an excellent volume of new business including a high proportion of referred and recommended introductions An exciting company with a compelling growth plans backed up by a viable strategy A meritocratic and hands-on environment where even Board members still generate revenue, and excellence will be rewarded through generous compensation schemes. For an informal and confidential conversation, candidates are invited to call or send CVs directly to: Maz Matin Maz.Matin@mwrecruitment.com Tel: 020 7199 6263  

We are delighted to be working with the mortgage and protection division of an exceptional Chartered Wealth Manager who are looking to expand their business. Focus will include whole of market mortgages, income protection & life insurance. Candidates should be aware, this is not primarily a hunting role, there is an outstanding flow of diverse business including affluent and HNW customers coming through the door because of the quality of the leads coming into the business, generated on the strength of their excellent market reputation. There is a competitive package available (including base salary) with excellent earning potential, and you can expect a collaborative and lively working environment. Overview of the role duties: • Identify and engage suitable clients, establishing their profile type and suggesting appropriate products and solutions to their needs. • Adopt a client first mentality ensuring service is excellent throughout an entire engagement. Obtain feedback as regards customer satisfaction after a process • Identify opportunities to recommend additional protection products including life insurance, critical illness cover and income protection. Present these in a consultative and objective manner, explaining the benefits to customers • Identify opportunities for referrals across the entire wealth management group and seek to partner with other divisions, building relationships across the group to maximise the sharing of leads, business opportunities and other information. • Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training Candidates will need to be CeMap qualified to level 3 as a minimum, anyone with advanced CeMap qualifications or who has passed the CF7 paper will be of particular interest. Otherwise we are interested to speak with good calibre Mortgage and Protection Advisers who are motivated to develop their careers. Please note the job is permanent, a spec is available For an informal and confidential conversation, candidates are invited to call or send CVs directly to: Maz Matin Maz.Matin@mwrecruitment.com Tel: 020 7199 6263

We are looking for a number of Financial Planners to join our growing business and work within our very successful joint venture relationship with Wilkins Kennedy Accountancy across the UK. We have positions available within Amersham and Heathrow at present. Purpose of Role: To acquire and retain profitable business through the provision of innovative, compliant and appropriate financial planning solutions. To deliver high quality advice and service to clients in line with the client objectives whilst utilising best practice in all areas of the advice process. As the primary Financial Planner responsible for an office of Wilkins Kennedy it will be your responsibility to ensure the successful delivery of the agreed business plan. Qualifications Chartered Level 6 or working towards CII Regulated Diploma, DipIP, DipFA or equivalent Current Statement of Professional Standing (SPS) Experience and Skills Experience of working with professionals intermediaries to develop business opportunities. Experience of working with and advising on Tax solutions (i.e. VCT, EIS) to UHNW clients. Demonstrable high level of competence with regard to providing Financial Advice to clients across a suite of Financial Services products, including but not limited to Investments, Savings, Pensions and Estate Planning. Demonstrable ability to deliver and exceed against a financial plan with the managing partner and head of financial planning. Detailed knowledge and understanding of the firms Compliance procedures, including record keeping requirements. Competitive salary, bonus and some fantastic benefits including: Quarterly Bonus Scheme 25 days holiday (additional days holiday per year of service up to 28), PMI cover Cash Plan - you can claim back on dental, optical and wellbeing activities Pension Holiday buy and sell Support with training and exams Personal circumstances Full time, employed position Frequent travel will be required between the Fidelius offices

Recruit UK have been retained by an independently owned investment and financial planning company that is close approaching £1 billion AUM. With several offices across the UK, and a large client following they are interested in speaking with experienced financial advisers. Due to growth, and existing client’s to inherit this company have an opportunity for a Chartered Adviser to join the team and help drive business growth across Hampshire. In this position you will benefit from a truly integrated investment and financial planning proposition, as well as consistent high quality leads as a result of target marketing campaigns across the region. You will be supported with developing business and building your presence in the area as well as gaining existing clients to inherit to bolster you’re earning potential. Requirement’s: Hold Chartered status Previous experience providing financial advice within an IFA environment Ability to convert leads into business as well as create business opportunities via networking, seminars and professional introducers within the region Able to demonstrate the ability to nurture and grow a client following by providing a comprehensive financial planning service Currently hold professional relationships within the area (Advantageous) Currently have an existing client book/transferable business (Advantageous) For more information on this role please contact Andrew Daly on 01179-170412. Quote reference  12663