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  

I am working with an exciting client who are looking to bring an experienced paraplanner in to the core of their business. Set up alongside an existing chartered accountancy practice this team are going from strength to strength. This set up has been key to their success allowing them to  benefit from the large prestigious office space and the infrastructure of a larger company whilst maintaining the close knit feel of a smaller organisation. Having been established now for over 5 years, this is a company with ambitious and well thought out plans. Therefore this is a great time to be part of something with a great future ahead. A financially secure organisation who are offering an excellent salary and a clearly defined opportunity to grow your role and earnings going forward. Although this is a fast paced and slick environment, it’s a firm where customer service and a quality offering take president over an excessive number of clients and in turn research to be done and reports to be written! They are looking to take on an experienced paraplanner with exceptional technical skills. Their aim is to find a motivated and confident individual who is looking to develop their career within a supportive and well rewarded environment. The ideal candidate will have a number of years’ experience in a genuinely independent IFA practice and will be either chartered or on route to chartered. You will be assisting with the continuous improvement of the financial planning process by implementing processes and systems to augment the client experience and business efficiencies. This will include reviewing and acquiring new planning tools and technology as these become available. Key Tasks and responsibilities: Responsible for researching pensions, investments and protection for HNW clients including full analysis of the clients existing affairs and goals, then writing comprehensive proposals to achieve those goals. Research and recommend personal pension products focusing on self-invested personal pensions. Using industry calculators and models to bring the goal setting and financial modelling to life, including advanced use of Microsoft Excel. Deliver advice proposition via multiple platforms and products inc ISA/SIPP/Offshore Bonds and collectives Research new and maintain existing investment partner solutions. Produce and distribute annual reviews and regular client communications Daily use of FE Analytics to carry out investment comparisons Use of the Dynamic Planner Risk Profiling System Input into a Robo-Advice proposition Research and recommend tax lead investment products e.g. V.C.T., E.I.S. & B.P.R. Solutions. Research and recommend IHT efficient solutions such as D.G.T’s, reversionary trusts and B.P.R investments. Research and recommend all non-investment lead insurance products. Monitor risk exposure, fees and performance. For more information on this role, please contact Russell Davies at Recruit UK on 01179-170418. Quote ref 11991

We’re hiring!  Magenta is looking for a Paraplanner to join our award winning team. Ideally any candidate will be Level 4 Diploma qualified or already studying for this qualification. Starting salary £28,000+ benefits. The role will be office based and with scope for development and ongoing training / study support.

Job Title: Financial Planner Reporting to: Managing Director Brief description of role and responsibilities: Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client   Specific duties and responsibilities:   · To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses. · To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances · Analyse information and present Financial Plans best suited to individual clients' requirements · Assess client’s attitude to risk and capacity for loss using UNIQ Family Wealth’s risk assessment tool of choice · Design financial strategies · Assisting clients to make informed decisions and educate them on UNIQ’s Financial Planning and Investment Philosophy · Liaise with financial services providers to keep up to date on solutions in the market place · Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team · Develop new client opportunities via referrals, professional connections and networking in line with     the  growth strategy adopted by the business. Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products; Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development; Deliver all of the above with integrity, honesty and professionalism. Qualifications and experience required Level 4 Diploma 5 years’ experience within a client service environment 5 years’ experience in delivering client advice  Good communication and computer literacy skills required Good presentation skills