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£35,000 yearly
Recruit UK Buckinghamshire, UK
Full time
Our client is an independent IFA that is privately owned.  The two Partners provide financial advice to a wide range of private and corporate clients from their two offices in Buckinghamshire and Banbury.  Their office in Buckinghamshire is incredibly busy and fast paced, with all employees ensuring that clients receive a high level of service.  In order to improve their service offering, they are looking for a paraplanner to join their paraplanning team which is currently made up of one full time paraplanner and two part time paraplanners.  The existing team are highly technical and enjoy the variety of the work that they get involved with.   It is imperative that they remain fast paced and efficient and effective and for this reason they require someone to join them who is an experienced paraplanner and report writer, capable of taking on the paraplanning for one Advisor and comfortable to work on their own initiative. The role available will be to support one of the Partners with all of their research and report writing.  Still working amongst the paraplanning team, you will have colleagues who you can bounce ideas off of and discuss different client circumstances with, but ultimately, you will be given a lot of autonomy. In order to be successful in this role you will need to be an experienced paraplanner.  Whilst they would prefer someone with the Level 4 Diploma in Financial Planning, they’d be happy to take on someone who has the right attitude, experience and commitment who is working towards the Diploma. My client is keen to attract the right candidate and therefore salary is negotiable depending on your experience and qualifications.  Ultimately, they need someone who can do the job. Please contact Louise Sheppard at Recruit UK for more information or to discuss the role on 0117-917-0411. Quote reference 10887
£30,000 - £50,000 yearly
Recruit UK Cardiff, UK
Full time
Are interested in a career as a financial planner? Do you hold the Financial Planning Diploma? Recruit UK are working with an award-winning national IFA who are actively looking for a trainee financial planner to join their Cardiff Team. Mortgage advice/Personal banking/Desk based investment servicing experience gives you the perfect fundamental experience to become a successful financial adviser, as much of the process, from the fact find to delivery of the product is similar. What’s on offer: Salary up to £35k Excellent bonus potential Extensive benefits Comprehensive training and onboarding process All clients provided Ideal candidate: Hardworking and motivated Level 4 Diploma in Financial Planning Excellent client skills Ability to communicate effectively over the phone Desire to become a Financial Planner This role will see you giving financial advice and looking to obtain CAS in 6-12 months. Following a successful tenure within team, there will be internal promotion opportunities available. They will also facilitate further studies to enable you to get up to chartered status which will broaden the scope of advice you can give. For further information regarding this role please contact Ryan Bartlett on 01179170410 or email (quote – Ref – 12365).
£60,000 yearly
Recruit UK Bristol, UK
Full time
We are working with a large accounting and consulting firm who are looking to employ a financial adviser to join the firm. You will be responsible for ensuring that clients are provided with a first class service. You will be managing a portfolio of clients and delivering a high level of service to ensure retention of a recurring client base whilst generating additional sales where appropriate. This is a great opportunity for someone who holds a minimum of a level 4 diploma in financial planning, with CAS and holds experience of providing quality advise to high net worth clients. You will have full support from a paraplanning, compliance and administration team to help with the delivery of the service you are providing. A competitive salary with a great benefits package such as 8% matched pension, DIS, PMI and flexible benefits. For more information on this role please contact Louise Bibb on 01179170416 or email Quote reference 12361

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