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Junior Financial Planner - £30k-£35k - Swindon
£30,000 - £35,000 yearly
Recruit UK Swindon, UK
20/10/2020
Full time
• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •  Job Title:  Junior Financial Planner Location:  Swindon Salary:  £30,000 – £35,000 Reference Number:  14874 Job Description: Recruit UK are working on an excellent opportunity for a Junior Financial Planner in Swindon to join a growing Directly Authorised IFA firm! This is a fantastic opportunity for someone who has some experience that would like to further develop their career. The business owner of this firm wants to bring someone in, to manage some of his clients to allow him to market the business even further. They currently have a handful of professional introducers in place so you will be supported both by working with an existing client bank but also receiving leads. For your first few months, you will have some support however it Is imperative that you hold an entrepreneurial...
Paraplanner (home-based) - £27k-£32k + bonus scheme
£27,000 - £32,000 yearly
Unity Paraplanning Remote (Home-based)
13/10/2020
Full time
• Please mention Financial Planning Jobs when applying • As a Unity Paraplanner, you will build a close relationship with our financial planning firms. Day to day, you will get involved in planning conversations, research, analysis and report-writing.  You will have a good base of technical knowledge across pensions, investments, protection and estate planning, along with an ability to apply this to each client's individual circumstances. When writing reports, we favour straightforward language in an easy to read format, using tables and diagrams to help bring the advice to life.  Additionally, you will have a keen enthusiasm for getting the right outcomes for the end client and the motivation to question, challenge and suggest better ways of doing things, where appropriate, in a constructive and supportive manner. Ongoing training and exam support is provided, along with exam leave and membership to relevant professional bodies....
Financial Adviser / Chartered Firm - Nottingham - to £60k
£60,000 yearly
Recruit UK Nottingham, UK
20/10/2020
Full time
• Please mention Financial Planning Jobs when applying • Job Title:  Financial Adviser Industry:  Financial Planning Location:  Nottingham Salary:  up to £60,000 Job reference:  14909 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser to join an Independent Chartered Financial Advice practice in Nottingham. This company is financial planning specialist, providing quality and long-term support for its clients. They are very much focused on managing their clients wealth well to help them achieve their goals. They offer holistic financial planning as standard and have a passive investment approach. They ensure time can be spent on structuring good plans for clients and offer cash flow planning as a standard for their clients. They offer fixed fees and have strong process-driven operations. This role is for a financial adviser who will inherit long-standing...
Financial Planner - Amersham - £40k-£65k
£40,000 - £65,000 yearly
P W White & Partners Ltd
08/10/2020
Full time
• Please mention Financial Planning Jobs when applying • Well established (over 50 years) Financial Planning and Advisory firm are seeking an experienced Adviser to join their team.  The role has arisen partly due to the impending retirement of a Senior Adviser within the firm. The firm specialises in investment and retirement advice, particularly for those in and around retirement age. The successful candidate will be able to demonstrate an ability to work with mid to high net worth clients in all areas of financial planning, including the use of cash flow reports, and have a good technical knowledge of pensions.   The candidate will be minimum Level 4 qualified but ideally will be working towards Chartered status.  Whilst the position is based in Amersham, we fully recognise that some home based working has its merits and can be considered.    Due to the impending retirement of an existing Adviser there will be an existing...

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Latest Jobs

Junior Financial Planner - £30k-£35k - Swindon
£30,000 - £35,000 yearly
Recruit UK Swindon, UK
20/10/2020
Full time
• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •  Job Title:  Junior Financial Planner Location:  Swindon Salary:  £30,000 – £35,000 Reference Number:  14874 Job Description: Recruit UK are working on an excellent opportunity for a Junior Financial Planner in Swindon to join a growing Directly Authorised IFA firm! This is a fantastic opportunity for someone who has some experience that would like to further develop their career. The business owner of this firm wants to bring someone in, to manage some of his clients to allow him to market the business even further. They currently have a handful of professional introducers in place so you will be supported both by working with an existing client bank but also receiving leads. For your first few months, you will have some support however it Is imperative that you hold an entrepreneurial...
Junior Financial Adviser - £35k - Dorset
£35,000 yearly
Recruit UK Wimborne, UK
20/10/2020
Full time
• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •  Job Title: Junior Financial Adviser Industry:  Financial Services Location:  Wimborne, Dorset Salary:  circa £35,000 Reference Number:  14872 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Wimborne, Dorset to join a Financial Planning Firm. You will have an opportunity to work alongside one of the most influential Independent Financial Advice firms in Dorset. Their opportunity is unique to the area, as they have a large and successful client bank to provide you with to help you kick start your career with them. These clients are predominantly based across Dorset and Hampshire and are ready and waiting. Moreover, this client has excellent industry connections, including that of a Chartered Accountancy and Tax firm and, several law firms across...
Trainee Financial Adviser - Stratford-Upon-Avon - £23k+
£23,000 - £37,000 yearly
Recruit UK Remote (Stratford-upon-Avon, UK)
20/10/2020
Full time
• Please mention Financial Planning Jobs when applying • Job Title:  Financial Adviser Industry:  Financial Services Location:  Stratford-Upon-Avon Salary:  £23,000 (OTE £37,000) Reference Number:  13648 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Stratford-Upon-Avon to join a well established UK Financial Advice Firm. They deal with a loyal customer base across the UK. Offering savings, investment, and protection products which helps families and individuals reach their financial goals, protect their families, and improve communities. They are a leading provider of financial advice and have a strong presence in every area of the UK. You will enjoy the autonomy of being home-based and responsible for managing your daily activities and diary, as well as being part of a successful team of Financial Advisers. This is a nonregulated advice position...
Financial Adviser / Chartered Firm - Nottingham - to £60k
£60,000 yearly
Recruit UK Nottingham, UK
20/10/2020
Full time
• Please mention Financial Planning Jobs when applying • Job Title:  Financial Adviser Industry:  Financial Planning Location:  Nottingham Salary:  up to £60,000 Job reference:  14909 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser to join an Independent Chartered Financial Advice practice in Nottingham. This company is financial planning specialist, providing quality and long-term support for its clients. They are very much focused on managing their clients wealth well to help them achieve their goals. They offer holistic financial planning as standard and have a passive investment approach. They ensure time can be spent on structuring good plans for clients and offer cash flow planning as a standard for their clients. They offer fixed fees and have strong process-driven operations. This role is for a financial adviser who will inherit long-standing...
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