Financial Planning Jobs

Featured Jobs

16/06/2022

Full time

Mortgage and Protection Adviser - Home-based - £30k starting salary

£30,000 - £100,000 yearly

Recruit UK Remote

Job Title: Mortgage & Protection Adviser Industry: Mortgage Location: (Home-based) Job reference: 15503 Job Description: Recruit UK are working on an exciting opportunity for Mortgage & Protection Advisers to join a nationwide, reputable and expanding, well-established Mortgage company. They have access to whole of the market for lenders and are based throughout the UK. They offer flexibility, freedom, and the opportunity to achieve your career goals. They provide generous company benefits. This is a home-based role, with the occasional trip to site, to meet with clients. They are looking for experienced pro-active Advisers that can provide a friendly, personalised, and transparent service. If this is of interest to you, please get in touch. What’s in it for you? Starting Salary £30,000 OTE: £100,000 + Unparalleled commission structure Uncapped Earning potential All leads provided No validation to engage commission An...

16/06/2022

Full time

Associate Financial Planner

£32,000 - £40,000 yearly

Recruit UK Bristol, UK

Job Title: Associate Financial Planner Industry: Financial Planning Location: Bristol Salary: £32,000 – £40,000 Job Reference: 15678 Job Description: Recruit UK is working on a fantastic opportunity for an associate financial planner in Bristol to join one of the UK’s leading and rapidly growing wealth management firms. Our clients are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role, you will work alongside the Senior Financial Planners to build and develop long-lasting relationships with current and new clients. Duties will include but are not limited to: Build relationships and maintain them with new and existing clients Ensure you support clients to meet financial objectives Remain compliant and up to date with company policy Review clients portfolios annually in line...

16/06/2022

Full time

Training & Competency Specialist - London - £50k-£65k

£50,000 - £65,000 yearly

Recruit UK Finchley, London, UK

Job Title: Training and Competency Specialist Industry: Financial Services Location: Finchley Salary: £50,000 - £65,000 Job reference: 16241 Job Description: Recruit UK are working on an excellent opportunity for Training and Competency specialist in Finchley. Our client is an Independent Financial Advice practice who work with high-net-worth individuals, businesses, and entrepreneurs across the UK. They have built a strong reputation in the industry due to their strong customer service, commitment to the client and tailor-made solutions. Due to their continued success and growth, they are looking to bring on a Training and Competency specialist to join their compliance team. You will work alongside Senior Management to help the Financial Planners to maintain the high level of competency the firm prides themselves on. Your role will include, but not be limited to: Conduct client meeting assessments Undertake case...

16/06/2022

Full time

Financial Adviser - Sheffield - £35k-£55k

£35,000 - £55,000 yearly

Recruit UK Sheffield, UK

Job Title: Financial Adviser Industry: Financial Services Location: Sheffield Salary: £35,000 - £55,000 Job Ref: 15990 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Sheffield to join a well-established UK Financial Advice firm. Company: This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. Role: You will provide clients financial advice and make recommendations on how to best meet their goals. The ideal candidate will be able to research the...

Latest Jobs

17/06/2022

Full time

Paraplanner - Derbyshire - £45k-£50k

£45,000 - £50,000 yearly

Recruit UK Derbyshire, UK

Are you an experienced Paraplanner thinking about your next move? Looking for a role with true flexibility around home working? Like the sound of working for a company that has won multiple awards for being one of the best employers in the industry? If so, then we might have the perfect opportunity for you. We are working with a multi-office Wealth Management firm, which has been recognized with numerous industry awards, for both the excellent service they provide to clients and being one of the best employers to work for in the Financial Advice profession. They have an opportunity for a senior paraplanner to join their team in Derbyshire, to work closely with the Financial Planners to deliver expert advice to clients. Due to the nature of the advice they provide, this will suit someone who thrives on the highly technical aspect of the role. Their Paraplanners also get involved in presentations and ongoing client relationship management so enjoying that...

17/06/2022

Full time

Financial Coach - Cardiff - £30k-£35k

£30,000 - £35,000 yearly

Recruit UK Cardiff, UK

Job Title: Financial Coach Industry: Financial Planning Location: Cardiff Salary: £30,000 - £35,000 Job reference: 15901 Job Description: Recruit UK are working on an excellent opportunity for Financial Coach in Cardiff to join a Financial Planning. This successful financial planning firm are looking to grow their team of Financial Coach, who work alongside the experienced Financial Planners to offer tailored advice to clients across Wales. You will be offering suitable advice available to clients, as well as identifying appropriate boarder needs and introducing them to other specialists within the firm. You will be responsible for: Provide telephone or ‘virtual’ based support to clients, that is provided Deliver suitable, personalised coaching or goal-based advice Identify when a client requires specialist advice Manage and reach individual KPI’s, set by management Benefits:...

16/06/2022

Full time

Associate Financial Planner

£32,000 - £40,000 yearly

Recruit UK Bristol, UK

16/06/2022

Full time

Financial Adviser - Midlands - Upto £70k

£65,000 - £70,000 yearly

Recruit UK Leamington Spa, UK

Job Title: Financial Adviser Industry: Financial Planning Location: Leamington Spa Salary: Up to £70,000 Job Reference: 15757 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice in Leamington Spa. This company aims to provide the highest standard of financial advice and believes that an important element of being able to deliver this quality of service, is because they are fully independent. They are able to explore all possible financial avenues and are able to compare and recommend various products and providers to suit the client’s needs specifically. This role will predominantly be focused on you managing new inquiries and leads. They have a very niche website that generates very good quality HNW leads. In addition to this, they also receive new inquiries via existing clients and referrals alongside this. Both the...