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£45,000 - £50,000 yearly
Recruit UK Nottingham, UK
11/10/2018
Full time
Recruit UK are representing a UK wide financial advice firm who offer technical expertise and deliver complex financial planning advice. Due to the success of the company in other regions of the UK, my client are looking to set up an advice hub, offer services and build up a client base in the East Midlands. This company provide their clients with the level of expertise that is to be expected from a large organisation but manage to do this with a friendly, bespoke and caring approach – with the attentive and accessible level of service expected to only get through a small local company. The company had a 1.2 million turnover last year, predominantly work with HNW clients, offer whole of market and bespoke financial advice as well as having a 3 years business plan in place to meet their ambitious strategy. They offer a thriving and personable culture, this is an excellent opportunity to work in an employed role with the autonomy to run your own diary and build your own client bank that you can be truly proud of. What is on offer within this opportunity? • An opportunity to tackle the East Midlands, build up a client bank of your own and take ownership of this • Employed roles with a basic salary £45,000- £50,000 dependent on experience and qualifications • Remote back office support and Marketing • Client will support and assist you with lead generation • Discretionary bonus offered at end of year Who would be suitable for this opportunity? Financial Advisers: • Who want to tackle the East Midlands, work in an employed role with the autonomy to manage your own diary and build your client bank and presence • Assistance with lead generation • Wanting to work in a personable, supportive and thriving environment without the corporate stamp on it • Back office and marketing support • Who have obtained the Level 4 Financial Planning Diploma For more information on this role, please contact Katie Mihaylov at Recruit UK on 01179-170417 or katie.mihaylov@recruitukltd.co.uk Quote Ref 12789
£70,000 - £80,000 yearly
Recruit UK Guildford, UK
10/10/2018
Full time
An exciting opportunity has come up with one of our leading Financial Planning firms. If you are keen to discuss then submit your details and our senior consultant Tom will contact to discuss in further detail. The company: Award-winning fully integrated Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds. The opportunity: Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients with combined AUM of circa £30million. The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducer, and new business development. The regional team: A successful regional team in Guildford which manages £300million across 4 Financial Planners. Each adviser enjoys 1/1 admin and paraplanning support and dedicated support from an Investment Manager. In September, they are relocating to a brand-new office. The team are in growth mode so will be hiring further Financial Planners into the team over the next year. Their ideal Financial Planner: Hardworking, self-motivated professional Experience providing complex, holistic financial advice to HNW clients Chartered through CII or working towards Dynamic individual who can spot business opportunities What’s on offer: Salary between £70,000-£80,000 Discretionary bonus Clear cut progression up to Director/Partner level Full back office support (1 paraplanner + 1 admin per adviser) Existing client portfolio (£30million +) High level of referrals from established introducers, Investment Manager, and marketing team Dedicated Investment Manager to deliver bespoke advice to clients For more information on this role please contact thomas.barton-howorth@recruitukltd.co.uk  or 01179 170 414 
Recruit UK Staffordshire, UK
10/10/2018
Full time
Recruit UK are working with a highly successful and respected directly authorised advice firm based in Staffordshire who is looking to grow their financial planning team. This is a financially secure organisation with a real passion for excellent client care through a truly holistic independent advice process. This company ensure they provide their valued clients with peace of mind that they have structures in place to support their desired lifestyle and future plans. They believe in a cradle to grave service and are trusted by their clients to manage all aspects of their finances. The business is set up with a real emphasis on creating a comprehensive yet smooth approach to the individual client's requirements. They have a highly experienced and slick back office team who understand the importance of providing clients with comprehensive support in a timely manner. The director and sole adviser have got to the point that they have reached capacity with the level of clients they can comfortably work with. This means they are now in a position to look at bringing in a second financial planner to the business to help service these clients and further develop the business. In the longer term, they are looking to pass on their entire client bank in retirement. They are passionate that they will not sell their client bank to the highest bidder and that their clients remain with the business as a going concern. These opportunities do not come around every day of the week, so if this is of interest please don’t hesitate to contact me to discuss. The ideal candidate will be an experienced adviser. They will be Chartered or en route to Chartered Status. They will have a strong record of client care.  They will be looking for a long-term home. For more information on this role, please contact me on russell.davies@recruitukltd.co.uk