Job Title: Financial Planner Industry: Financial Services Location: Shrewsbury Salary: £45,000 - £55,000 plus bonus Reference Number: 13659   Job Description: Recruit UK are working on an excellent opportunity for a Financial Planner in Shrewsbury to join a Financial Planning firm. This is a chance to join an established yet still boutique Wealth Management business who are looking for an experienced adviser to service and grow an existing sizeable and lucrative client bank. There is a genuinely client-centric feel to the business and with the existing client bank having been established over many years it is critical that excellence in client care is at the heart of your approach. The incumbent adviser will personally introduce you to their clients ensuring a smooth and secure transfer of business. The business prides itself on the slickness of its systems along with the quality of its back office and compliance teams. All Administration and Paraplanning will be taken care of for you, allowing you to focus on maintaining and growing your presence in the Shrewsbury area. This will effectively be a satellite office as the head office of the business is based outside of the West Midlands area. You will have full access to the remote Paraplanning services however should you prefer to have a Paraplanner based in the Shrewsbury office, that you will also have full access to then they are also happy to facilitate this arrangement.    What’s in it for you: Full Paraplanning / Administration support Bespoke, slick back office systems. First-year earnings potentially in excess of £100,000   Skills and experience required: Diploma in Financial Planning Excellence in client care An entrepreneurial mindset   About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Shrewsbury on a Financial Planner role.   Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. • Please mention Financial Planning Jobs when applying for this role • 

Job Title: Financial Adviser Industry: Financial Planning Location: South Wales Salary: £40,000-£80,000 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in south Wales to join a successful and dynamic Financial Planning firm. Well established, the company have been providing high-quality financial planning advice to a wide range of clients including private individuals, business owners, professionals, retirees and families. The company is directly authorised and fully independent offering a wide range of services including but not limited to investments, retirement planning and estate planning. They have tasked Recruit UK with finding eager, progressive and qualified Financial Advisers who ideally will have transferrable assets under management (AUM). In return, they can offer a salaried role (salary and bonus dependent on the individual and the AUM they can novate) where in addition they have the structure and technology that will help an Adviser achieve higher levels of income. What’s in it for you: Opportunity to join a successful and growing financial planning firm Modern office building based off the M4 with excellent transport links Technologically advanced with hi-tech business processes in place Very experienced and forward-thinking Director who’s willing to work with less experienced Advisers and provide further guidance Working with a company that have exceptionally high standards and professionalism An opportunity that will help an Adviser achieve even higher levels of income and become part of a dynamic and exciting firm. Salaried role: dependent on transferrable AUM (open to discussion but very competitive) and experience Skills and experience required: Level 4 Diploma in Financial Planning Experienced Adviser with transferrable AUM Technical and knowledgeable Adviser Professional Adviser with excellent communication skills Self-sufficient in terms of business     Recruiters contact info: Name:  Ryan Bartlett                                       Email:  ryan.bartlett@recruitukltd.co.uk                                            Tel: 01179 170410                                         WhatsApp/mobile: 07399 163960   Job Reference:  13570                 About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in south Wales on a Financial Adviser opportunity. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. • Please mention Financial Planning Jobs when applying for this role •  

Job Title: Wealth Planner Industry: Financial Services Location: Bristol Salary: up to £120,000 Reference Number: 13704 Job Description: Recruit UK are working on an excellent opportunity for a Wealth Planner in Bristol to join a Wealth Management Firm.   This firm specialises in really understanding their clients' needs and the purpose that their wealth serves by helping them to avoid financial setback and address their key concerns for maintaining, protecting and growing their wealth.   By creating bespoke written financial plans and using technical knowledge and capabilities you will see yourself helping your clients make prudent investment decisions to maintain their quality of life.   As a wealth planner, you will be working co-creatively with your clients, helping them develop a framework and provide answers to understanding their financial assets and goals.   As a fee-only and wholly independent business this allows you to to provide high-quality service without a conflict of interest, clients have an unclouded view of objectives and an unlimited choice of planning strategies, solving complex planning issues will enable you to help your clients save a significant cost!   If you have experience of working with clients who have a minimum of 1 Million AUM to invest and want to join a firm that prides themselves on meeting and exceeding client’s expectations, then look no further! What’s in it for you: Opportunity to take on an existing client bank Paraplanning and administration support Client attraction and marketing support   Skills and experience required: Diploma (Dip PFS) or equivalent, ideally Chartered status Proven ability to deal with new and existing clients on a fee basis Ability to work under pressure and to meet deadlines Ability to understanding and communicate advice practices and processes clearly and effectively Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions Have experience of working with UHNW clients.   About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm based in Bristol on a Wealth Planning role.   Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you. • Mention Financial Planning Jobs when you apply

Working on behalf of a firm of Award-winning Financial Advisers, we are seeking an experienced, qualified Paraplanner to be based in their head office near Weybridge. Our client are a UK-Wide group with offices throughout the country and provide specialist financial planning advice and investment services to businesses, charities, individuals and their families. Working as a Paraplanner in the Weybridge office, you will be supporting four of the Practice’s Partners, dealing with HNW clients that specifically require wealth management, estate planning and other financial planning (i.e. business personal protection). You will be carrying out high quality research on the full range of financial planning products and be required to write bespoke reports that are specifically tailored to the client’s requirements. Duties associated with the role will include, but not be limited to: To have a thorough understanding of the Company’s advice process, Strategy and Suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales To understand each client’s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate Prepare analysis of client’s existing portfolio/holdings Conducting research and produce client facing Strategy Reports to facilitate business writing opportunities Prepare research, quotations and high-quality discussion documents for client meetings Dealing with client and provider correspondence (as part of the research and reporting process) To deliver a personalised and high-quality service to Partners. Liaise with colleagues, Compliance and Bankhall to assist the approval and submission of compliant new business. Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained. Provide regular updates to the Partners on the progress of their cases so that they feel in control and can manage client expectations. Develop working relationships with product providers. Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status. Work closely with other Paraplanners / Advisers to share ideas and best practice, including assisting the Practice Manager with all aspects of a good customer experience and identify any improvements that can be made. To participate in appropriate company and departmental training, competence and development initiatives.  We are seeking someone for this role who is at least Level 4 qualified and has previous experience within a similar role, having conducted technical research and written bespoke reports as well as having good knowledge of pre and post retirement scenarios, including pensions transfers and investments and taxation.  You will be an articulate individual, able to understand the Partners’ requirements and obtain information on clients’ existing financial arrangements. You will be professional and able to liaise with colleagues and clients’ of all level, both over the phone and face to face. Experience of working with High Net Worth clients would be highly beneficial.  This is an excellent opportunity for an experienced Paraplanner to join a highly successful and reputable practice who are constantly adapting and changing to the ever-changing market, always putting their clients as their main priority. • Please mention Financial Planning Jobs when applying for this role •