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£50,000 yearly
Recruit UK Cardiff, UK
Full time
Our client is a prestigious wealth management company based in Cardiff. They are going through a period of growth and expansion and are in need of an experienced and highly qualified Paraplanner to support their IFA team. You will be Level 4 Diploma qualified and ideally working towards Chartered Status. Our client is looking for someone with extensive Paraplanning experience (at least 5 years) who can come and join their back-office support team and provide expert support. The key responsibilities will include: Providing support to the IFA’s in research and analysis Providing support to the IFA’s in preparing client financial plans and suitability reports Creating and maintaining compliant client records Creating and maintaining the companies back office systems Proving support to the compliance team in the maintenance and development of internal processes. Maintain internal relationships to help maintain business flow and meet agreed targets Promoting the profile of the business within the profession and wider communities Continuous professional development In return, the successful applicant will receive a salary of up to £50,000 (dependent on experience) with the potential to progress within a well-regarded company. To discuss this role in more detail, please contact Ryan Bartlett at Recruit UK on 01179170410 (Please quote reference – 12280).
£75,000 yearly
Recruit UK Cheshire, UK
Consultant / Self-Employed / Freelance
Recruit UK are currently representing a highly experienced Independent Financial Advice company. They are looking for Financial Advisers to come and join their growing team. This is a flexible role with options to work home and office based. They are looking to expand their business rapidly within the next year. The fair treatment of their clients is at the heart of their business. The advice they receive will be bespoke and tailored to their individual goals and objectives. They strictly adhere to the ‘ Treating Customers Fairly’ guidelines. They pride themselves in offering personal individual solutions for clients, their family, and their business. This growing company are looking for financial advisers with knowledge and experience to develop relationships with clients and understand their needs in order to deliver high quality impartial financial planning advice. You will be responsible for conducting fact finds and assessing the best possible way you can help a client. You will monitor the application process through to completion and present financial planning advice to clients in an understandable and compliant way. The right candidate for this role will have a good understanding and previous experience as a Financial adviser. My client offers highly competitive fee splits, there are no fees to pay, laptop and software provided. What they offer: Full administration team Leads provided New modern office Generous fee structure This is the perfect opportunity for a driven and ambitious Financial Adviser. Leads will be provided so you can spend more time advising. What you need: Level 4 Diploma Experience as a Financial Adviser Ambition and motivated to write high levels of business Please call Andrew Nicholson at Recruit UK on 01179-170-415 and quote reference 12272

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