Financial Planning Jobs

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 are representing a UK wide and fast-growing Chartered Financial Planning firm. They specialise in providing client-focused wealth management to individuals and owners of private companies, as well as various others. Due to the continued success and expansion of the company, they are now looking to bring on an additional adviser for their Peterborough branch, to work alongside the current successful advisers and manage an affluent existing client bank. This company offer their services in financial protection, financial planning as well as investments and savings products. They provide advice to family offices, charities and trustees – they have been successfully running for almost two decades now. This is an excellent opportunity for an adviser to join an expanding and successful Chartered national firm that provide their clients with second to none quality servicing and are going from success to success. What is on offer within this opportunity? Employed roles with starting salaries from £45,000 - £50,000 Full administration and Paraplanning support Existing affluent client bank to service from day one Opportunity to work within a growing Chartered financial planning firm A very generous bonus scheme Full study support provided and support to become Chartered 25 days holiday plus bank holidays Employer’s pension contribution Who would be suitable for this opportunity? Financial Advisers: Advisers seeking a new and exciting opportunity within a national Chartered financial planning firm Those wanting to work with an existing client bank, servicing and developing these clients whilst bringing on new business Wanting to work in a firm that provides holistic, the whole of market and fully independent advice Looking to join a company that has been growing rapidly and are continuing to do so, with a UK wide presence Those with active Financial Advice experience who are currently within a Financial Advice role For more information on this role, please contact Katie Mihaylov at Recruit UK on 01179-170417 or e-mail Katie.Mihaylov@recruitukltd.co.uk

We have a vacancy for an experienced Paraplanner to join our award-winning team as the business continues to grow. You should be (at least) Diploma qualified and have at least a minimum of two years’ experience working as a Paraplanner covering investments, pensions and financial planning. Experience with Truth from Prestwood would be beneficial. You will be working within our existing Paraplanning team in Cranleigh (or at our new office in Petersfield), supporting our Financial Planners by carrying out research, developing financial plans, writing reports and attending some client meetings. Our ideal candidate has excellent attention to detail and the ability to work autonomously, taking a client file and turning into a technically accurate and well presented financial planning report. For the right individual, a competitive salary and bonus structure, along with a pension contribution, private medical insurance and fully funded study/training is available. This role can either be based at our Head Office in Cranleigh or our new office in Petersfield. Applications from candidates local to either location are encouraged. In the first instance, please email martin@icfp.co.uk in confidence to find out more. No agents at this stage, please. Informed Choice is an award-winning firm of Chartered Financial Planners based in Cranleigh, Surrey and Petersfield, Hampshire. We help people find answers to the big financial questions in life, leading a meaningful life as a result. We’re a relatively small team of 14 in total, working together across three smaller teams; Financial Planners, Paraplanners and Administrators. Our employees consistently tell us this is a great place to work! In addition to paying competitive salaries and a comprehensive package of employee benefits, we fully fund and support professional development including membership of the Chartered Insurance Institute and associated examinations. There are opportunities for career progression too! In the past two years, we have promoted three Paraplanners into Financial Planning roles. We supplement a generous holiday entitlement with extra paid time off over Christmas, and fun events during the year, including our summer BBQ and Christmas parties. If you’re serious about your career in Financial Planning and want to join a top-performing team with a high profile, please do get in touch for a confidential discussion.

Recruit UK are representing a multi-family office in Bishops Stortford. This is a specialist firm which provides bespoke investment management solutions to a select group of HNW/UHNW clients. Its infrastructure is drawn from the professional investment marketplace and the solutions delivered to clients are more in line with those offered by private banks than a typical financial planner, although the business does provide much of what an IFA and wealth manager offer. They are looking to hire a Technical Paraplanner/Business Manager to start in January 2018 to support the directors in managing their portfolio of clients and growing the business. A successful candidate will be expected to further refine and enhance the process and become an integral part of the business. Management duties will follow as the business grows. This will be a varied, challenging role, however, will prove very rewarding for the right candidate. Duties will include: Interpreting data obtained by Directors during client meetings Conducting research on protection, pension consolidation, Wills and LPAs, cost and performance comparisons for existing investment holdings Liaison with existing product and services providers for clients to obtain and analyse relevant information Preparation of Suitability Letters, Specialist Report Writing and Cash Flow modelling Developing project roadmaps for each client, based on priority objectives Preparing the necessary documentation and requirements to fulfil all aspects of client onboarding and account opening Assisting Directors in pre-review file checks Managing the annual review process for all clients, including preparation of total wealth statements and project roadmap status Supporting the Compliance Officer with regulatory record keeping and reporting Proactive client service and communication, including face to face meetings Dealing with client queries raised by either client, provider/FP. Complying with the FCA Rulebook and the firm’s internal procedures at all times. Requirements: Level 4 Diploma with the desire to gain Chartered accreditation Extensive paraplanning experience Experience in IHT, including BPR and specialist tax structures including EIS, VCT and FIC A keen interest Investments, with the desire to learn from experienced professionals Strong leadership, drive and organisation skills, along with effective communication Ability to take initiative and apply judgment on a day to day basis and challenge High attention to detail, following workflows carefully and ensuring documentation is produced to a high standard A confident problem solver, identifying tools and methodologies to streamline the process Desirable: Good working knowledge of Intelligent Office (iO) Experience using SelectaPension for pension analysis Experience of discretionary portfolio management tools and online stockbroking/investment trading software Experience of a professional investment management or private banking environment If you feel this opportunity could be for you and you would like to find out more, please contact Tom at thomas.barton-howorth@recruitukltd.co.uk