Financial Planning Jobs

An excellent opportunity with an award winning Chartered Financial Planner with an outstanding reputation, seeking someone in a 'Head of’ Capacity. This is a role with a diverse set of responsibilities, with the job title perhaps not doing justice to the scope of this opportunity. This would be ideal for a Financial Planner who is seeking a step up in their career, looking to develop their management and business strategy skillset. The role has 4 core areas to preside over: Advisory  - offering a comprehensive advisory service to a portfolio of individual and commercial entities including many affluent and HNW profiles. Our client is entirely independent so innovative whole of market solutions are available Management  - Overseeing, mentoring and developing a team of talented financial planners nationally across multiple office locations Strategy  - An active member of the group sales strategy committee, adding insight and value around group performance and new business initiatives Business Development  - Develop relationships nationally with intermediary channels, in particular accountancy firms, generating new flows of inbound client business to distribute across the group. Brief duties: Provide financial planning advice to clients at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment Identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimises their investment Collaborate with para-planners and professional support staff to ensure client instructions are executed in a timely manner and follow group process standards. Provide innovative and inspirational business solutions to transform the practice, driving business performance through growth and fulfilment through organic growth and acquisitions Ensure all financial planning professionals in the practice meet the required standards of technical competence Provide clear direction and inspirational leadership in a continually changing environment. Management and development of financial planners and support staff to achieve and exceed sales, revenue and retention targets; Maintain and grow strong relationship and affiliations across the company and externally across intermediary channels; Ensure all client interactions and advice are compliant and considered to be TCF Candidates will need to be qualified at least to diploma / level 4 equivalent and will likely be an established Financial Planner or Wealth Manager. Supervisory experience would be an advantage but the desire to achieve in a role such as this will come first - balancing the advisory duties with the commercial elements. To this end, candidates will be judged on their attitude and hunger. Please note this is a permanent role, remuneration includes a base salary plus excellent bonus potential. Job spec is available and there is flexibility on the location although travel will be involved. For an informal and confidential conversation, candidates are invited to call or send CVs directly to: Maz Matin Maz.Matin@mwrecruitment.com Tel: 020 7199 6263

Recruit UK are representing a multi award winning National Financial Advice firm. They offer a truly integrated, dual professional model, offering their clients bespoke Financial Planning and Investment Management services. They currently have £1.7billion under management with 85 staff covering 2 key locations. Against a robust growth strategy, they are looking to hire an experienced Financial Planner to help drive regional growth of their London office. They are looking for: An experienced Financial Planner with a track record of generating over £300k An established network in place to leverage new business A client centric adviser with expertise in HNW private client advice Chartered through CII (Desirable) What’s on offer: Competitive salary of between £80k - £100k Defined bonus structure with 1x validation in 1st year Comprehensive benefits package including car allowance, pension Full technical support from 20 support staff Support from in house business developers Working closely with IM’s to offer dual service (cross referrals) On top of the high level of back office support, the firm have implemented seamless IT systems to really streamline your day to day work, freeing up your time to focus on the aspects of your jobs which you are best at. If you are interested in the above opportunity and would value a conversation to find out more, then submit your details and our senior consultant, Thomas Barton-Howarth, will get in contact to discuss in further detail. Quote reference 12492

Are you looking for the first step into becoming a Financial Planner? Have you dreamt of being a face to face Financial Planner? Are you a Paraplanner who has hit a glass ceiling? Have you been promised training but not come to fruition? If you fit any of the above criteria then this is the perfect job for you! Recruit UK are representing a market leading Financial Services Firm who are true pioneers in the dual professional financial planning and investment model. They are seeking a Trainee Adviser to join their successful business. As a Trainee Adviser you will be offered a structured career path that lets your personality shine. You will offer professional, effective, efficient and compliant advice to clients. This is a dynamic and progressive role in which your skills and knowledge will be developed to enable you to become a highly qualified and experienced adviser. They are looking for someone who is Diploma qualified (or close to) with a background knowledge of investments, protection and retirement planning. You must posses excellent organisational and report writing skills, strong numeracy skills but more importantly a keenness and willingness to learn. This is an exciting opportunity to join an award winning financial planning and investment company to begin or further a career as a Financial Planner. On offer is a competitive salary, bonus scheme along with an excellent benefit package, exam support and ongoing opportunities for professional development. If you feel this could be the right opportunity for you then submit your details and Cariad Silk will be in touch to discuss this role further on 01179-450450. Quote reference 11531

Our client is an established and respected independent financial advisors firm with extensive experience in the industry, they are one of the UK’s leading independent providers of financial management, business insurance and personal insurance broking. This is an exciting opportunity for an experienced Paraplanner to work within the Independent Financial Advisers' department where they are looking to expand this team to support the business. Additionally, you will have your Level 4 Diploma and previous experience in the industry. Your duties will include: Providing full paraplanning support to a team of advisers Preparation of presentations and suitability reports for clients and prospects Assist colleagues in the completion of their duties Check all documentation for accuracy before issuing to clients or appropriate parties Dealing with client queries and providing technical assistance Build good working relationships with providers, clients and prospects This is an excellent opportunity to join a market leading organisation with the opportunity to progress within the company. A competitive salary of up to £35,000 (dependent on experience) is on offer with other benefits. For further information regarding this role please contact Ryan Bartlett on 01179170410 or email ryan.bartlett@recruitukltd.co.uk (quote – Ref – 12513).