Recruit UK
Bristol, United Kingdom
This role offers an annual package of £60k to £120K depending on experience, plus bonus, car allowance. DIS, CIC Group sickness scheme and contributory % contributory pensions.
Our client is a specialist Chartered IFA with offices throughout the South West and Wales.
Independent and directly authorised, they are a growing company with a progressive management team with ambitions to further grow their proposition to clients.
As part of this growth, they are looking to recruit a senior Financial Adviser / Director to join their growing professional team.
The ideal candidate will have significant expertise in financial planning particularly within divorce and matrimonial affairs for families. Ideally Chartered with a strong technical understanding, candidates will have a genuine desire fulfil the financial ambitions of the clients they deal with.
There is also an opportunity to become a board director and work at a strategic level over the long term
If you would like to work for a company with a proven track record of success and where hard work and is rewarded with both long and short term incentives, please contact me in strict confidence.
To apply for this job click Apply below or call John Anderson at Recruit UK on 01179-450450 and quote Financial Planning Today jobs and reference number 11605.
This role offers an annual package of £60k to £120K depending on experience, plus bonus, car allowance. DIS, CIC Group sickness scheme and contributory % contributory pensions.
Our client is a specialist Chartered IFA with offices throughout the South West and Wales.
Independent and directly authorised, they are a growing company with a progressive management team with ambitions to further grow their proposition to clients.
As part of this growth, they are looking to recruit a senior Financial Adviser / Director to join their growing professional team.
The ideal candidate will have significant expertise in financial planning particularly within divorce and matrimonial affairs for families. Ideally Chartered with a strong technical understanding, candidates will have a genuine desire fulfil the financial ambitions of the clients they deal with.
There is also an opportunity to become a board director and work at a strategic level over the long term
If you would like to work for a company with a proven track record of success and where hard work and is rewarded with both long and short term incentives, please contact me in strict confidence.
To apply for this job click Apply below or call John Anderson at Recruit UK on 01179-450450 and quote Financial Planning Today jobs and reference number 11605.
Recruit UK
South West, UK
£120-£150k basic salary plus bonus. Earnings potential to £200k-£250k
If you wanted to give advice to clients who are commercially at the top of their game, then this company deserves due consideration.
They are a top Audit and Accountancy company with a large national and international presence. With close to 2000 employees and 200 partners they have a wealth of expertise to pass onto some of the top performing companies in the UK.
To further enhance their proposition, they wish to recruit an exceptional individual to advise UHNW and HNW clients throughout the South West and West Midlands.
The ideal candidate will have a strong commercial focus with a demonstrable track record in advising board directors and senior executives of successful businesses. Technically adept, you will have exceptional influencing skills and superior communication skills and a desire to get the best outcome for clients.
There is full administration and Paraplanning support together with in house expertise to further your financial services expertise to get to the highest level.
Leads and clients are provided.
If you are interested in applying for or discussing this role, please either click apply or contact John Anderson at Recruit UK on 01179450450 and quote reference 11685
£120-£150k basic salary plus bonus. Earnings potential to £200k-£250k
If you wanted to give advice to clients who are commercially at the top of their game, then this company deserves due consideration.
They are a top Audit and Accountancy company with a large national and international presence. With close to 2000 employees and 200 partners they have a wealth of expertise to pass onto some of the top performing companies in the UK.
To further enhance their proposition, they wish to recruit an exceptional individual to advise UHNW and HNW clients throughout the South West and West Midlands.
The ideal candidate will have a strong commercial focus with a demonstrable track record in advising board directors and senior executives of successful businesses. Technically adept, you will have exceptional influencing skills and superior communication skills and a desire to get the best outcome for clients.
There is full administration and Paraplanning support together with in house expertise to further your financial services expertise to get to the highest level.
Leads and clients are provided.
If you are interested in applying for or discussing this role, please either click apply or contact John Anderson at Recruit UK on 01179450450 and quote reference 11685
Recruit UK
Edinburgh, United Kingdom
My client is an award-winning financial planning and investment management company.
A hot bed of activity means the offices are always buzzing and there is strong team ethos across the business. You will be treated as an adult and you will not be micro managed, instead you will work closely with the financial planners and administrator in a small hub.
The company offer a wide range of financial solutions so no two days are the same, there is full training and an extensive induction to ensure you hit the ground running.
The company is in growth mode, it’s the type of company that once you are in you will not want to leave. They offer opportunity to progress your career, whether that’s senior paraplanning, management, investment management, financial planning, technical specialists, investment operations; the opportunities are extensive.
The company managers pride themselves on their training and route to chartered, so if you want to study, they have no issue with this and will cover the costs involved. Another great thing about this company is that you receive quartile and yearly appraisals, ensuring that you are happy and following your personal development plan.
They can be flexible with location, if you need to work from home some days a week they can accommodate this, but of course you must be able to get to the office when required.
The team are fun, friendly, outgoing and best of all egos are left at the door! They get involved in charity days and have a good work life balance, the benefits package is exceptional and you will be eligible for a yearly discretionary bonus on top of a highly competitive basic salary.
This role is not for everyone. You must be level 4 qualified and ideally have 2 years paraplanning experience. This is a true paraplanning role, so if you love research, cash flow modelling, tax, pensions and all the juicy stuff then this is for you. If you are weak in one area - not a problem! Training is provided and people are always on hand to guide help and support you.
Interviews can take place around your diary. They understand that it is tough to interview during the day and you don’t want to use your holiday, so they will interview after work and potentially Saturdays, again a great example of my client's flexibility and outside of the box thinking.
High basic, bonus, career progression, great location, route to chartered, further qualifications, flexibility and work life balance! What are you waiting for? Apply today!
To apply for this job click Apply below or call Sam Oakes at Recruit UK on 01179-450450 and quote Financial Planning Today jobs and reference number 11658.
My client is an award-winning financial planning and investment management company.
A hot bed of activity means the offices are always buzzing and there is strong team ethos across the business. You will be treated as an adult and you will not be micro managed, instead you will work closely with the financial planners and administrator in a small hub.
The company offer a wide range of financial solutions so no two days are the same, there is full training and an extensive induction to ensure you hit the ground running.
The company is in growth mode, it’s the type of company that once you are in you will not want to leave. They offer opportunity to progress your career, whether that’s senior paraplanning, management, investment management, financial planning, technical specialists, investment operations; the opportunities are extensive.
The company managers pride themselves on their training and route to chartered, so if you want to study, they have no issue with this and will cover the costs involved. Another great thing about this company is that you receive quartile and yearly appraisals, ensuring that you are happy and following your personal development plan.
They can be flexible with location, if you need to work from home some days a week they can accommodate this, but of course you must be able to get to the office when required.
The team are fun, friendly, outgoing and best of all egos are left at the door! They get involved in charity days and have a good work life balance, the benefits package is exceptional and you will be eligible for a yearly discretionary bonus on top of a highly competitive basic salary.
This role is not for everyone. You must be level 4 qualified and ideally have 2 years paraplanning experience. This is a true paraplanning role, so if you love research, cash flow modelling, tax, pensions and all the juicy stuff then this is for you. If you are weak in one area - not a problem! Training is provided and people are always on hand to guide help and support you.
Interviews can take place around your diary. They understand that it is tough to interview during the day and you don’t want to use your holiday, so they will interview after work and potentially Saturdays, again a great example of my client's flexibility and outside of the box thinking.
High basic, bonus, career progression, great location, route to chartered, further qualifications, flexibility and work life balance! What are you waiting for? Apply today!
To apply for this job click Apply below or call Sam Oakes at Recruit UK on 01179-450450 and quote Financial Planning Today jobs and reference number 11658.
Recruit UK
Cheltenham
We are working in partnership with a national Financial Planning company who have a huge number of leads to service as well as existing client to give advice to.
They are recruiting home-based advisers across a number of areas.
What’s on offer?
Highly competitive Basic salary of £42,000 (can increase to £60,000 within 2 years) + Car Allowance + Uncapped Bonus paid monthly & yearly (OTE £84k) + Home working allow + 5% Flex benefits scheme
Extensive benefits package, Pension and Life cover etc.
Home based set up, no more micro management or stuffy office environment. You will visit clients in their own homes and receive full support from Paraplanners, Administration, Area management, Lead generation, Business Developers and Training and Development team.
Become Chartered via full training and support, all costs covered by Prudential.
Career progression, move into management or other areas of the business.
40% Lead generation via in house telephone based team, (1 in 2 appointments convert) 40% of your business comes from and existing client base of c400 clients, the remaining 20% you need to self-generate through referrals or introducer relationships.
Truly Holistic offering, no need to turn business away.
So how does the bonus work?
1x salary validation and achievement of 80% file check quality
Recurring income carries over each year and goes towards validation.
Bonus is paid monthly (capped at £7000) the rest is paid as a lump sum once a year.
If you would like more information on this position, please either apply or contact John Anderson at Recruit UK on 01179 450450, and quote reference 11742
We are working in partnership with a national Financial Planning company who have a huge number of leads to service as well as existing client to give advice to.
They are recruiting home-based advisers across a number of areas.
What’s on offer?
Highly competitive Basic salary of £42,000 (can increase to £60,000 within 2 years) + Car Allowance + Uncapped Bonus paid monthly & yearly (OTE £84k) + Home working allow + 5% Flex benefits scheme
Extensive benefits package, Pension and Life cover etc.
Home based set up, no more micro management or stuffy office environment. You will visit clients in their own homes and receive full support from Paraplanners, Administration, Area management, Lead generation, Business Developers and Training and Development team.
Become Chartered via full training and support, all costs covered by Prudential.
Career progression, move into management or other areas of the business.
40% Lead generation via in house telephone based team, (1 in 2 appointments convert) 40% of your business comes from and existing client base of c400 clients, the remaining 20% you need to self-generate through referrals or introducer relationships.
Truly Holistic offering, no need to turn business away.
So how does the bonus work?
1x salary validation and achievement of 80% file check quality
Recurring income carries over each year and goes towards validation.
Bonus is paid monthly (capped at £7000) the rest is paid as a lump sum once a year.
If you would like more information on this position, please either apply or contact John Anderson at Recruit UK on 01179 450450, and quote reference 11742
