£24,000 - £40,000 yearly
Informed Choice Ltd
Cranleigh, Surrey, UK
We have a great opportunity for an ambitious Paraplanner to join the growing Informed Choice team.
Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios.
Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills.
You will be able to demonstrate outstanding written communication skills, with the ability to communicate clearly with colleagues and clients.
A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable.
This role is based in our Cranleigh head office or our Petersfield office.
We offer a Competitive salary and benefits package based on experience, a great team spirt and an attractive place to work.
If you think you have the right stuff to enhance the Informed Choice team, please send a covering letter along with your CV to Martin at martin@icfp.co.uk or apply via Financial Planning Jobs.
• Mention Financial Planning Jobs when applying for this role or seeking further information
We have a great opportunity for an ambitious Paraplanner to join the growing Informed Choice team.
Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios.
Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills.
You will be able to demonstrate outstanding written communication skills, with the ability to communicate clearly with colleagues and clients.
A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable.
This role is based in our Cranleigh head office or our Petersfield office.
We offer a Competitive salary and benefits package based on experience, a great team spirt and an attractive place to work.
If you think you have the right stuff to enhance the Informed Choice team, please send a covering letter along with your CV to Martin at martin@icfp.co.uk or apply via Financial Planning Jobs.
• Mention Financial Planning Jobs when applying for this role or seeking further information
Recruit UK
City of London, London, UK
Job Title: Chartered Financial Planner
Industry: Financial Advice
Location: City of London
Salary: £80,000-£130,000
Reference Number: 13687
Job Description:
Recruit UK are pleased to be working with an award-winning IFA in the heart of the city who runs a highly client-centric, bespoke advice model and has received industry acclaim, having won ‘Chartered Financial Planning Firm of the year’.
They are still a relatively small practice who have been growing organically since they established 14 years ago, and currently have 4 Financial Planners with a dedicated technical support team. Between them, they look after 200 Families with combined AUM of £350million.
Their model is pure fee-based advice, with a selection of services available to meet clients’ specific requirements. They go for limited clients, high-value approach, which has proven very popular with both their advisers and clients
They will pay a salary based on an adviser’s potential, preferring to maximise salaries over bonuses to ensure good practice (client focus). Overall earning generally work out about 1/3 of production.
Potential for an adviser to join the board within a few years and help with the strategic growth of the company. Having developed a solid foundation, they are looking to ramp up their hiring, bringing on like mind advisers who share their values.
What’s in it for you:
A bespoke package tailored for your requirements
A flexible working environment
Excellent support from the technical team
Opportunity to get involved in the strategic growth of the business
Their ideal adviser:
An established adviser who is looking for a company aligned to their values
Highly client centric
An established network
Ideally Chartered (they will support you to obtain if not)
An adviser who values a smaller company where they are not just a number
If the above sounds of interest, please get in contact with Tom to discuss in detail.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an award-winning IFA based in London on a Chartered Financial Planner role.
Our commitment to you
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach – career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
• Please mention Financial Planning Jobs when applying for this role
Job Title: Chartered Financial Planner
Industry: Financial Advice
Location: City of London
Salary: £80,000-£130,000
Reference Number: 13687
Job Description:
Recruit UK are pleased to be working with an award-winning IFA in the heart of the city who runs a highly client-centric, bespoke advice model and has received industry acclaim, having won ‘Chartered Financial Planning Firm of the year’.
They are still a relatively small practice who have been growing organically since they established 14 years ago, and currently have 4 Financial Planners with a dedicated technical support team. Between them, they look after 200 Families with combined AUM of £350million.
Their model is pure fee-based advice, with a selection of services available to meet clients’ specific requirements. They go for limited clients, high-value approach, which has proven very popular with both their advisers and clients
They will pay a salary based on an adviser’s potential, preferring to maximise salaries over bonuses to ensure good practice (client focus). Overall earning generally work out about 1/3 of production.
Potential for an adviser to join the board within a few years and help with the strategic growth of the company. Having developed a solid foundation, they are looking to ramp up their hiring, bringing on like mind advisers who share their values.
What’s in it for you:
A bespoke package tailored for your requirements
A flexible working environment
Excellent support from the technical team
Opportunity to get involved in the strategic growth of the business
Their ideal adviser:
An established adviser who is looking for a company aligned to their values
Highly client centric
An established network
Ideally Chartered (they will support you to obtain if not)
An adviser who values a smaller company where they are not just a number
If the above sounds of interest, please get in contact with Tom to discuss in detail.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an award-winning IFA based in London on a Chartered Financial Planner role.
Our commitment to you
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach – career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
• Please mention Financial Planning Jobs when applying for this role
Financial Planners Required across the UK
Appointed representatives or Registered individuals
IFA, Restricted or Hybrid
Recruit UK are pleased to be working in partnership with 2plan wealth management, we have looked behind the scenes at head office and spoken to existing advisers and we truly believe this is one of the best self-employed propositions available right now.
One of the major things we see with financial advice companies is disjointed processes and antiquated technology, CRM’s that promise the earth but don’t deliver, a multitude of add-ons that come at an extra cost, a never-ending manual and a helpline that is far from helpful.
The great thing about 2plan is they have designed their own software, built by advisers for advisers, automation is the heart of the process ensuring that marketing, suitability letters, fact finds, product research and other integral parts of the advice process are quick and easy, you don’t even have to worry about opening your post.
Software updates are run by an experienced IT team who also provide full training and 24/7 support you’re even provided with a tablet and pen for client visits to complete applications on or offline. This is merely the tip of the iceberg, but to put it into perspective their time-saving technology frees up 1 day a week of adviser’s time and saves advisers c£2500 per month in extra costs in comparison to going directly Authorised.
2plan are incredibly flexible, if you want to work under the 2plan branding you can and they will build you a website and manage your social media, however, if you would prefer your own branding that’s perfectly OK.
Other areas where 2plan are flexible are you can join as a registered individual or an appointed representative and still benefit from the same competitive fee splits as low as 10%, you can be IFA or restricted or even a hybrid of the two this is especially attractive to financial advisers who want to build an adviser team by taking advantage of the subsidised 2plan adviser academy which has a higher pass rate than the Cii, taking mortgage advisers, BDMs, paraplanners through the level 4 qualification and getting them adviser ready for your business. A forward-thinking cost-effective way to grow your business.
If you are an adviser that struggles with the administration or paraplanning 2plan have fully trained and experienced in house virtual assistants to take the weight off, you can use this as a pay as you go service, removing the extra cost of hiring staff.
One of the major benefits of joining 2plan is that they take away the worry and increased pressure of running your own compliance, with the FCA increasing the amount of work involved to be an IFA it makes more sense to let a 2plan take care of all things compliance, with regular file checking, pre-approved pension transfer desks and the cost of PI and capital adequacy covered you can ensure that you and your clients are in safe hands.
Training and adviser academy
2plan’s subsidised adviser academy provides finance and support to help build a team through recruiting, training and developing paraplanners, part-qualified advisers or mortgage advisers
They pay towards the first eight months salary, cover the costs of training non-financial planning qualified candidates to become advisers and get them to Level 4
Additional ongoing training support and development workshops provide a chance to network with other advisers
Software and technology
Efficient technology, seamless processes and outstanding support saves advisers £2,500 per month in extra costs in comparison to going directly authorised
2plan’s own technology, back-office systems and IT team have been designed by financial advisers by financial advisers so writing business has never been easier, it can easily save you a day week in time.
Virtual paperless environment
They also provide phones, laptops and tablets, as well as 24/7 support
Compliance and regulatory services
Pre-approved pension transfer desk.
2plan’s training and competence scheme includes case checking for compliance as well as regulatory updates
Low PI cover, with an excess of £5,000 if a claim is made against the adviser as opposed to high premiums and an excess of £35,000-£50,000 for directly authorised advisers
2plan will pay the excess if they agreed on the advice.
A regularly updated and comprehensive library of regulatory and financial planning guidance
Additional regulatory/compliance support and research such as central paraplanning support, online model portfolios, online product and provider research
Client management
2plan’s Personal Client Agreements provide clear, easy to understand information on a range of tailored fee/cost options to avoid any confusion
Enhance client relationships so you can build relationships based on honesty and integrity
Ensure high-value cases receive the highest level of research and expertise
Easy novation of existing clients, via the experienced in-house novation team.
Marketing support
A strong parent brand to add weight to your reputation and help with new business and recruitment
First year marketing costs covered
2plan’s marketing support includes brand development, newsletters, PR, social media and website management and design
Back office support
2plan’s unique virtual administration system (VAS) provides full admin support and an extra pair of hands on a pay-as-you-go basis
Eliminates the cost and complexity involved with employing extra admin staff
Paraplanning service ensures the highest standards of compliant and professional advice
Provides a safe environment and reduces the risk for clients, advisers and 2plan
Additional support from the centralised head office team includes compliance and risk professionals, regulatory gurus and DB pension experts
• Please mention Financial Planning Jobs when applying for this role
Financial Planners Required across the UK
Appointed representatives or Registered individuals
IFA, Restricted or Hybrid
Recruit UK are pleased to be working in partnership with 2plan wealth management, we have looked behind the scenes at head office and spoken to existing advisers and we truly believe this is one of the best self-employed propositions available right now.
One of the major things we see with financial advice companies is disjointed processes and antiquated technology, CRM’s that promise the earth but don’t deliver, a multitude of add-ons that come at an extra cost, a never-ending manual and a helpline that is far from helpful.
The great thing about 2plan is they have designed their own software, built by advisers for advisers, automation is the heart of the process ensuring that marketing, suitability letters, fact finds, product research and other integral parts of the advice process are quick and easy, you don’t even have to worry about opening your post.
Software updates are run by an experienced IT team who also provide full training and 24/7 support you’re even provided with a tablet and pen for client visits to complete applications on or offline. This is merely the tip of the iceberg, but to put it into perspective their time-saving technology frees up 1 day a week of adviser’s time and saves advisers c£2500 per month in extra costs in comparison to going directly Authorised.
2plan are incredibly flexible, if you want to work under the 2plan branding you can and they will build you a website and manage your social media, however, if you would prefer your own branding that’s perfectly OK.
Other areas where 2plan are flexible are you can join as a registered individual or an appointed representative and still benefit from the same competitive fee splits as low as 10%, you can be IFA or restricted or even a hybrid of the two this is especially attractive to financial advisers who want to build an adviser team by taking advantage of the subsidised 2plan adviser academy which has a higher pass rate than the Cii, taking mortgage advisers, BDMs, paraplanners through the level 4 qualification and getting them adviser ready for your business. A forward-thinking cost-effective way to grow your business.
If you are an adviser that struggles with the administration or paraplanning 2plan have fully trained and experienced in house virtual assistants to take the weight off, you can use this as a pay as you go service, removing the extra cost of hiring staff.
One of the major benefits of joining 2plan is that they take away the worry and increased pressure of running your own compliance, with the FCA increasing the amount of work involved to be an IFA it makes more sense to let a 2plan take care of all things compliance, with regular file checking, pre-approved pension transfer desks and the cost of PI and capital adequacy covered you can ensure that you and your clients are in safe hands.
Training and adviser academy
2plan’s subsidised adviser academy provides finance and support to help build a team through recruiting, training and developing paraplanners, part-qualified advisers or mortgage advisers
They pay towards the first eight months salary, cover the costs of training non-financial planning qualified candidates to become advisers and get them to Level 4
Additional ongoing training support and development workshops provide a chance to network with other advisers
Software and technology
Efficient technology, seamless processes and outstanding support saves advisers £2,500 per month in extra costs in comparison to going directly authorised
2plan’s own technology, back-office systems and IT team have been designed by financial advisers by financial advisers so writing business has never been easier, it can easily save you a day week in time.
Virtual paperless environment
They also provide phones, laptops and tablets, as well as 24/7 support
Compliance and regulatory services
Pre-approved pension transfer desk.
2plan’s training and competence scheme includes case checking for compliance as well as regulatory updates
Low PI cover, with an excess of £5,000 if a claim is made against the adviser as opposed to high premiums and an excess of £35,000-£50,000 for directly authorised advisers
2plan will pay the excess if they agreed on the advice.
A regularly updated and comprehensive library of regulatory and financial planning guidance
Additional regulatory/compliance support and research such as central paraplanning support, online model portfolios, online product and provider research
Client management
2plan’s Personal Client Agreements provide clear, easy to understand information on a range of tailored fee/cost options to avoid any confusion
Enhance client relationships so you can build relationships based on honesty and integrity
Ensure high-value cases receive the highest level of research and expertise
Easy novation of existing clients, via the experienced in-house novation team.
Marketing support
A strong parent brand to add weight to your reputation and help with new business and recruitment
First year marketing costs covered
2plan’s marketing support includes brand development, newsletters, PR, social media and website management and design
Back office support
2plan’s unique virtual administration system (VAS) provides full admin support and an extra pair of hands on a pay-as-you-go basis
Eliminates the cost and complexity involved with employing extra admin staff
Paraplanning service ensures the highest standards of compliant and professional advice
Provides a safe environment and reduces the risk for clients, advisers and 2plan
Additional support from the centralised head office team includes compliance and risk professionals, regulatory gurus and DB pension experts
• Please mention Financial Planning Jobs when applying for this role
Recruit UK are pleased to be working in partnership with award-winning Foster Denovo to assist in their ongoing financial adviser growth strategy for London and the South East. And right now, has never been a better time to join.
With so many advice firms in the market hiring, it is imperative to Recruit UK that we work with the best of the best and have taken an in-depth look under the bonnet of FD, we feel they really stand out, offering financial advisers the perfect balance of financial security, support, branding and technology. Foster Denovo are big investors in their advisers, with share opportunities, in house training and mentorship from experienced partners through their highly commended quantum leap program, empowering advisers to break through barriers and double their turnovers.
Since they established in 2005, Foster Denovo has consistently innovated and developed a proposition which in their words is built by advisers for clients. This approach has allowed them to grow organically, by hiring like-minded advisers who were fed up with a non-client centric approach and are positive about the future of lifestyle financial advice.
Foster Denovo have a clearly defined growth strategy that will benefit everyone within the business, led by a team of experienced and driven senior executives there is no doubt that if you decide to become a partner with Foster Denovo you will surpass your earning expectations and improve work-life balance.
Remove the burden of administration
From IT support to compliance expertise and specialist knowledge, Foster Denovo’s in house back-office experts free up your time and allow you to take on more complex cases and a pragmatic approach to your business.
Business Development
Work closely with a dedicated business development manager, existing relationships with corporate clients to work with and an established network of professional introducers to enhance your current efforts with in house business development coaching and training.
Leading Investment Proposition:
Be confident in the advice you are providing with full due diligence carried out on over 3000 funds – an extensive list of pre-approved products with independent, bespoke options for every type of client requirement.
Streamlined Technology
Don’t let archaic technology slow you down, Foster Denovo have invested heavily in technology to streamline advice process and they are continuing to innovate to ensure their partners and clients get the best experience possible.
Easy onboarding
A slick onboarding process for both you and your clients, fully branded and marketing in place to ensure a smooth stress-free transition for all involved.
Training and development
Foster Denovo deliver the best training we have seen in the market with access to Quantum Leap their own in-house training delivered by top-performing partners. Every adviser has access to a partnership manager to help guide you through tricky advice or business opportunities.
Succession Planning
There is a Market leading practise buyout for Partners so you can be confident your clients will be taken care of and you will be rewarded fairly upon exiting the Industry, They also offer Partner Protection scheme to ensure your clients are looked after and your family will receive a pay-out in the event of your death.
Is this right for you?
Are you an adviser who has hit glass ceiling or a dead end?
Do you lack the support in your current firm to maximize your revenue?
Do you not feel invested/valued in your current company?
Are you looking to be part of a growth story and share in the rewards?
Are you confident in your own personal ability to write business?
Do you want to reduce stress and increase profits?
Really busy but not getting anywhere?
Do you want to build a long-term exit strategy?
If the answer to any of the above is YES, then let’s book in a call to run through your current proposition.
• Please mention Financial Planning Jobs when applying for this role
Recruit UK are pleased to be working in partnership with award-winning Foster Denovo to assist in their ongoing financial adviser growth strategy for London and the South East. And right now, has never been a better time to join.
With so many advice firms in the market hiring, it is imperative to Recruit UK that we work with the best of the best and have taken an in-depth look under the bonnet of FD, we feel they really stand out, offering financial advisers the perfect balance of financial security, support, branding and technology. Foster Denovo are big investors in their advisers, with share opportunities, in house training and mentorship from experienced partners through their highly commended quantum leap program, empowering advisers to break through barriers and double their turnovers.
Since they established in 2005, Foster Denovo has consistently innovated and developed a proposition which in their words is built by advisers for clients. This approach has allowed them to grow organically, by hiring like-minded advisers who were fed up with a non-client centric approach and are positive about the future of lifestyle financial advice.
Foster Denovo have a clearly defined growth strategy that will benefit everyone within the business, led by a team of experienced and driven senior executives there is no doubt that if you decide to become a partner with Foster Denovo you will surpass your earning expectations and improve work-life balance.
Remove the burden of administration
From IT support to compliance expertise and specialist knowledge, Foster Denovo’s in house back-office experts free up your time and allow you to take on more complex cases and a pragmatic approach to your business.
Business Development
Work closely with a dedicated business development manager, existing relationships with corporate clients to work with and an established network of professional introducers to enhance your current efforts with in house business development coaching and training.
Leading Investment Proposition:
Be confident in the advice you are providing with full due diligence carried out on over 3000 funds – an extensive list of pre-approved products with independent, bespoke options for every type of client requirement.
Streamlined Technology
Don’t let archaic technology slow you down, Foster Denovo have invested heavily in technology to streamline advice process and they are continuing to innovate to ensure their partners and clients get the best experience possible.
Easy onboarding
A slick onboarding process for both you and your clients, fully branded and marketing in place to ensure a smooth stress-free transition for all involved.
Training and development
Foster Denovo deliver the best training we have seen in the market with access to Quantum Leap their own in-house training delivered by top-performing partners. Every adviser has access to a partnership manager to help guide you through tricky advice or business opportunities.
Succession Planning
There is a Market leading practise buyout for Partners so you can be confident your clients will be taken care of and you will be rewarded fairly upon exiting the Industry, They also offer Partner Protection scheme to ensure your clients are looked after and your family will receive a pay-out in the event of your death.
Is this right for you?
Are you an adviser who has hit glass ceiling or a dead end?
Do you lack the support in your current firm to maximize your revenue?
Do you not feel invested/valued in your current company?
Are you looking to be part of a growth story and share in the rewards?
Are you confident in your own personal ability to write business?
Do you want to reduce stress and increase profits?
Really busy but not getting anywhere?
Do you want to build a long-term exit strategy?
If the answer to any of the above is YES, then let’s book in a call to run through your current proposition.
• Please mention Financial Planning Jobs when applying for this role
