Financial Planning Jobs

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£50,000 - £100,000 yearly
Recruit UK London, UK
21/05/2018
Full time
Are you tired of being confined to an office? Are your earnings being hindered by a lack of support? Recruit UK are working with one of the UK’s leading Financial Service firms who are pioneers in the Pension and Investment market. Through their many years in the industry, they have developed an excellent product range which is key to their continued growth. Their advisers are divided into a number of regional teams across the UK. This small team focus allows for an excellent level of ongoing training and development from a dedicated area manager. Every adviser works in a home-based capacity, giving you the freedom and flexibility to structure your working day to suit you. They are currently seeking an adviser to join their South West London team. This is one of their best-performing teams in the UK with a majority of the team earning over £100k. What’s on offer? Competitive salary Industry leading bonus scheme (paid on a monthly basis) Company car Comprehensive benefits with attractive pension Existing HNW clients and new client referrals Full back office support Ongoing training and development Ideal candidate: Experienced Holistic Financial Planner Level 4 Diploma (chartered/working towards) Expertise in Pensions, Investments, IHT Proven track record of success Ability to work independently This is an excellent opportunity to align yourself with one of the most trusted names in the Financial Advice market and build up a loyal base of clients for the long term. If you feel this could be the right opportunity for you then submit your details and our senior consultant, Thomas Barton-Howarth, will contact you to run through the proposition in detail. Quote reference 11943
£35,000 - £40,000 yearly
Recruit UK Liverpool, UK
21/05/2018
Full time
My client is an established Chartered Financial Planning firm. They offer mainly private client advice to high net worth/ultra high net worth clients based in Liverpool and surrounding areas. They are a top 100 financial advice firm and hold the Investors in People gold standard awards. They manage over £200million FUM. Average client has circa £1million investable assets. They provide high levels of service including cashflow modelling. They are actively seeking an experienced Paraplanner to join them at their Liverpool office. You will work closely with an existing paraplanning and administration team, you will be required to provide Paraplanning support to the financial planners, working within agreed business objectives. Duties will involve report writing, compliance, analysis and research. This position would suit an experienced Paraplanner level 4 Diploma qualified, who is happy to be based at their Liverpool office that can evidence they have the required knowledge to be considered. The successful applicant will have excellent experience dealing with complex high net worth client advice cases. This firm is directly authorised. They will offer a good basic salary along with a full benefits package that includes an excellent bonus scheme. Pease contact Andrew Nicholson at Recruit UK on tel no 01179170415 quoting ref 12553 for a more information on this role.
Recruit UK Bristol, UK
14/05/2018
Consultant / Self-Employed / Freelance
Do you wear all the hats? Do you want to join a firm that is designed to do all of the heavy liftings for you? You will have a team of specialist advisers, an Investment Team which run a range of top performing funds, Full Independent Access to the market, Paraplanners, Compliance professionals and Administrators, and slick in-house database system with quality and proven marketing support. We are looking to speak with IFAs who are looking for a genuine partnership in the South West. You will be ambitious and hungry for growth and really want to take your business to the next level. You will be provided with the relevant financial support to enable you to recruit, have your own office or even undertake an acquisition. This is a fantastic opportunity to be involved with a national, professional brand where you can share your ideas and take control of your growing business. This is truly an IFA network run by IFAs. If you feel as though this could suit you contact me today for more information 01179170416 or email  louise.bibb@recruitukltd.co.uk   Quote reference 12557

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