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£80,000 - £100,000 yearly
Recruit UK Bournemouth, UK
18/09/2018
Full time
An exciting opportunity has come up with one of our leading Financial Planning firms. Please see details below and give me a call on 01179-170-416 if you are interested to find out more. The company: Award-winning fully integrate 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. The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducers and new business development. 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 identify and action business  opportunities What’s on offer: Salary up to £100k Discretionary bonus Clear cut progression up to Director/Partner level Full back office support (1 paraplanner + 1 admin per adviser) Existing client portfolio 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 Louise on louise.bibb@recruitukltd.co.uk  or  01179170416 quoting ref: 12874 
£50,000 - £55,000 yearly
Recruit UK London, UK
18/09/2018
Full time
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients an opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region.  This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer? Existing client bank to service of £30million AUM Ongoing business at £150,000 pa 30% Bonus on all business written above validation Comprehensive back office, paraplanning, compliance and business development support Heavy investment in IT, technology and marketing to support client acquisition Whole of market environment, access to all products & platforms Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios Highly competitive buyout/exit strategy for Financial Advisers Requested experience; Hold level 4 Diploma (Essential) Hold Chartered status or be committed to working towards this (Advantageous) Demonstrate the ability to service a client base and generate new business Strong knowledge of all financial products including; Investment, Pension & Protection If you would like to find out more on this job role, please contact Andy on andrew.daly@recruitukltd.co.uk  quoting ref 12871
£30,000 - £45,000 yearly
Recruit UK Leeds, UK
12/09/2018
Full time
Are you looking for an opportunity to be fairly remunerated for your efforts? Are you a high achiever looking for more opportunity and scope for progression? And are you keen to further your experience and gain more qualifications?  If so, then I have an opportunity that I would be pleased to discuss with you. The company is a nationally recognised group who hold roots in a prestigious association. Due to their position as part of a respected and influential networking and marketing organisation, they hold key relationships with various companies, providers and individuals in order to provide you with strong qualified leads from an affluent client base. They are currently expanding due to organic growth and continued success. They are keen to maintain this momentum going in the right direction by taking on successful, driven individuals.   What’s on offer; Strong Qualified Leads from affiliated providers Slick back office support A market leading salary of between £30,000-45,000 OTE of £60k-75k per annum (uncapped commission so could exceed this) Various networking & social events throughout the year Proudly independent offering whole of market solutions   Your Characteristics & Experience; Cemap & Cerer qualified (or equivalent) Driven, Ambitious Proven Equity Release background A confident communicator with a focus on providing an ethical service to your clients   For further details or to discuss the position in more detail please call Chris Ingham on 01173 323 453 or email chris.ingham@recruitukltd.co.uk