Financial Planning Jobs

Our client is a highly regarded wealth management firm offering multiple financial advisory services. An opportunity has arisen for a successful and driven Financial Planner. This is a dual role as you will also manage the sales team to enhance performance and profitability. Candidates will be inheriting an established book of clients offering excellent scope for immediate income generation. At the same time candidates with the ambition to develop their management profile will be able to realise this with the supervisory aspects this role offers. Duties will include: Financial Planner • Develop opportunities and deepen relationships with clients in existing portfolio. • Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. • Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external business partners) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment • Working in a team with the para-planners and professional support staff, ensure client instructions are executed in a timely manner • Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training Financial Planning Manager • Provide leadership to your team of financial planners. • Support your team in achieving their personal targets and objectives. • Coach and develop your team. • Identification of strengths and weaknesses with a view to improve/enhance performance. • Monitor the performance of your team at monthly 121’s (sales figures, activity, aptitude, attitude). • Discuss and develop sales strategy The ideal candidate will have: • Experience in working within a financial planning environment, preferably fee based • 5+ years’ experience as an adviser or equivalent technical professional. • Evidence of mentoring/coaching colleagues. • University qualified or equivalent industry experience • Appropriate FSA qualifications - AQA level 4 or SCQF 8 • Chartered Financial Planner preferable not essential  In return you can expect a highly rewarding career with a company that prides itself on a strong management team that recognises successful and driven individuals. To be considered for this role please click apply now or contact  Maz on 0207 199 6263 for a confidential conversation :  Maz.matin@mwrecruitment.com  

Our client is a leading firm of Financial Advisers, seeking an experienced (IFA) Independent Financial Adviser. This is an excellent opportunity for a self-motivated, well organised adviser to service an existing HNW client base and develop new opportunities. The Role Strong knowledge of all financial products including; both pension and investments and a clear grasp of protection products. Servicing an existing loyal client base across a broad range of financial products in all financial sectors Creating new business opportunities across a broad range of financial products in all financial sectors Responsibilities include Maintain regular client contact providing assistance when required and ensuring a strong client service Excellent communication and entrepreneurial skills required, being able to communicate across a wide range of client profile Strong focus on growth and intergenerational planning  Typically, your client base will consist of: £30m of AUM generating £150,000 of ongoing client agreed remuneration Strong pension, tax planning and investment focus The ideal candidate will have the following: You must be a minimum of level 4 diploma qualified, with the preference either at Chartered or working towards Chartered status. You will have the ability to build upon existing strong client relationships. Experience in a previous IFA capacity This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role. Contact:  Maz.matin@mwrecruitment.com

Recruit UK are representing an International Wealth Advisory firm which have an established UK Financial Planning division. In line with their growth strategy, they are looking to hire a Financial Planning Director into their London team to help drive regional growth. The mandate of the role will be building and managing a team of Financial Planners, whilst creating business opportunities through both internal and external sources. A proven track record of business development in Financial Advice is key, and an existing network from which to leverage off. In addition, extensive experience within HNW private client advice and sales management. On offer is a highly competitive salary, comprehensive benefits, and performance related bonus. The natural progression is to Partner and then Equity Partner once certain levels of production are achieved. This is an excellent opportunity to develop your career, aligning yourself to a market leading, globally recognised name and build a successful team. If you are interested to discuss this opportunity in further detail, then submit your details and our senior consultant, Thomas Barton-Howarth, will contact you to discuss in further detail. Quote reference 12457

We are currently representing a market leading independent wealth advice business. Winners of numerous industry awards and recognised for their impeccable training and coaching towards chartered and other specialist advice exams has earned them a high retention rate with employees and strong market presence. Working with a team of experts to ensure you offer clients outstanding financial advice. Implementing a strategic marketing plan and promoting their market leading Investment Proposition to win new target market clients. Overseeing the delivery of service to an established portfolio of “higher value clients”. Managing and developing own client portfolio. About them National presence Team of professional tax and independent wealth advisory services Local led business development Bespoke & Central paraplanning, back office support management services Market leading Investment proposition High Net Worth Client bank   What is on offer? Base salary c50k + dependent on experience Bonuses, based on individual and team performance Full support towards chartered Rewarding benefits package Independent Financial Advice Full back office support Desk to work from Clear career progression  They are looking for professional individuals who are aligned to their client’s values of true holistic financial advice. Individuals who are chartered or working towards gaining chartered status will be of a high advantage, someone who can bring a good attitude to the team and act as a mentor to others will be welcomed. Candidates must have expertise in dealing with HNW clients and a strong track record of previous business performance. Please contact Andrew Nicholson at Recruit UK on 01179-170415, and quote reference  12466  if you would like to find out more about this role or to find out what other Financial Services opportunities are available.