Are you looking for the first step into becoming a Financial Planner?
Have you dreamt of being a face to face Financial Planner?
Are you a Paraplanner who has hit a glass ceiling?
Have you been promised training but not come to fruition?
If you fit any of the above criteria then this is the perfect job for you!
Recruit UK are representing a market leading Financial Services Firm who are true pioneers in the dual professional financial planning and investment model.
They are seeking a Trainee Adviser to join their successful business. As a Trainee Adviser you will be offered a structured career path that lets your personality shine. You will offer professional, effective, efficient and compliant advice to clients. This is a dynamic and progressive role in which your skills and knowledge will be developed to enable you to become a highly qualified and experienced adviser.
They are looking for someone who is Diploma qualified (or close to) with a background knowledge of investments, protection and retirement planning. You must posses excellent organisational and report writing skills, strong numeracy skills but more importantly a keenness and willingness to learn.
This is an exciting opportunity to join an award winning financial planning and investment company to begin or further a career as a Financial Planner.
On offer is a competitive salary, bonus scheme along with an excellent benefit package, exam support and ongoing opportunities for professional development.
If you feel this could be the right opportunity for you then submit your details and Cariad Silk will be in touch to discuss this role further on 01179-450450. Quote reference 11531
14/05/2018
Full time
Are you looking for the first step into becoming a Financial Planner?
Have you dreamt of being a face to face Financial Planner?
Are you a Paraplanner who has hit a glass ceiling?
Have you been promised training but not come to fruition?
If you fit any of the above criteria then this is the perfect job for you!
Recruit UK are representing a market leading Financial Services Firm who are true pioneers in the dual professional financial planning and investment model.
They are seeking a Trainee Adviser to join their successful business. As a Trainee Adviser you will be offered a structured career path that lets your personality shine. You will offer professional, effective, efficient and compliant advice to clients. This is a dynamic and progressive role in which your skills and knowledge will be developed to enable you to become a highly qualified and experienced adviser.
They are looking for someone who is Diploma qualified (or close to) with a background knowledge of investments, protection and retirement planning. You must posses excellent organisational and report writing skills, strong numeracy skills but more importantly a keenness and willingness to learn.
This is an exciting opportunity to join an award winning financial planning and investment company to begin or further a career as a Financial Planner.
On offer is a competitive salary, bonus scheme along with an excellent benefit package, exam support and ongoing opportunities for professional development.
If you feel this could be the right opportunity for you then submit your details and Cariad Silk will be in touch to discuss this role further on 01179-450450. Quote reference 11531
Job Title:
Financial Planner
Reporting to:
Managing Director
Brief description of role and responsibilities:
Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client
Specific duties and responsibilities:
· To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses.
· To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances
· Analyse information and present Financial Plans best suited to individual clients' requirements
· Assess client’s attitude to risk and capacity for loss using UNIQ Family Wealth’s risk assessment tool of choice
· Design financial strategies
· Assisting clients to make informed decisions and educate them on UNIQ’s Financial Planning and Investment Philosophy
· Liaise with financial services providers to keep up to date on solutions in the market place
· Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team
· Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products;
Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development;
Deliver all of the above with integrity, honesty and professionalism.
Qualifications and experience required
Level 4 Diploma
5 years’ experience within a client service environment
5 years’ experience in delivering client advice
Good communication and computer literacy skills required
Good presentation skills
03/05/2018
Full time
Job Title:
Financial Planner
Reporting to:
Managing Director
Brief description of role and responsibilities:
Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client
Specific duties and responsibilities:
· To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses.
· To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances
· Analyse information and present Financial Plans best suited to individual clients' requirements
· Assess client’s attitude to risk and capacity for loss using UNIQ Family Wealth’s risk assessment tool of choice
· Design financial strategies
· Assisting clients to make informed decisions and educate them on UNIQ’s Financial Planning and Investment Philosophy
· Liaise with financial services providers to keep up to date on solutions in the market place
· Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team
· Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products;
Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development;
Deliver all of the above with integrity, honesty and professionalism.
Qualifications and experience required
Level 4 Diploma
5 years’ experience within a client service environment
5 years’ experience in delivering client advice
Good communication and computer literacy skills required
Good presentation skills
Recruit UK are representing a multi award winning National Financial Advice firm. They offer a truly integrated, dual professional model, offering their clients bespoke Financial Planning and Investment Management services.
They currently have £1.7billion under management with 85 staff covering 2 key locations. Against a robust growth strategy, they are looking to hire an experienced Financial Planner to help drive regional growth of their London office.
They are looking for:
An experienced Financial Planner with a track record of generating over £300k
An established network in place to leverage new business
A client centric adviser with expertise in HNW private client advice
Chartered through CII (Desirable)
What’s on offer:
Competitive salary of between £80k - £100k
Defined bonus structure with 1x validation in 1st year
Comprehensive benefits package including car allowance, pension
Full technical support from 20 support staff
Support from in house business developers
Working closely with IM’s to offer dual service (cross referrals)
On top of the high level of back office support, the firm have implemented seamless IT systems to really streamline your day to day work, freeing up your time to focus on the aspects of your jobs which you are best at.
If you are interested in the above opportunity and would value a conversation to find out more, then submit your details and our senior consultant, Thomas Barton-Howarth, will get in contact to discuss in further detail. Quote reference 12492
01/05/2018
Full time
Recruit UK are representing a multi award winning National Financial Advice firm. They offer a truly integrated, dual professional model, offering their clients bespoke Financial Planning and Investment Management services.
They currently have £1.7billion under management with 85 staff covering 2 key locations. Against a robust growth strategy, they are looking to hire an experienced Financial Planner to help drive regional growth of their London office.
They are looking for:
An experienced Financial Planner with a track record of generating over £300k
An established network in place to leverage new business
A client centric adviser with expertise in HNW private client advice
Chartered through CII (Desirable)
What’s on offer:
Competitive salary of between £80k - £100k
Defined bonus structure with 1x validation in 1st year
Comprehensive benefits package including car allowance, pension
Full technical support from 20 support staff
Support from in house business developers
Working closely with IM’s to offer dual service (cross referrals)
On top of the high level of back office support, the firm have implemented seamless IT systems to really streamline your day to day work, freeing up your time to focus on the aspects of your jobs which you are best at.
If you are interested in the above opportunity and would value a conversation to find out more, then submit your details and our senior consultant, Thomas Barton-Howarth, will get in contact to discuss in further detail. Quote reference 12492
An excellent opportunity with an award winning Chartered Financial Planner with an outstanding reputation, seeking someone in a 'Head of’ Capacity. This is a role with a diverse set of responsibilities, with the job title perhaps not doing justice to the scope of this opportunity. This would be ideal for a Financial Planner who is seeking a step up in their career, looking to develop their management and business strategy skillset. The role has 4 core areas to preside over:
Advisory - offering a comprehensive advisory service to a portfolio of individual and commercial entities including many affluent and HNW profiles. Our client is entirely independent so innovative whole of market solutions are available
Management - Overseeing, mentoring and developing a team of talented financial planners nationally across multiple office locations
Strategy - An active member of the group sales strategy committee, adding insight and value around group performance and new business initiatives
Business Development - Develop relationships nationally with intermediary channels, in particular accountancy firms, generating new flows of inbound client business to distribute across the group.
Brief duties:
Provide financial planning advice to clients at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment
Identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimises their investment
Collaborate with para-planners and professional support staff to ensure client instructions are executed in a timely manner and follow group process standards.
Provide innovative and inspirational business solutions to transform the practice, driving business performance through growth and fulfilment through organic growth and acquisitions
Ensure all financial planning professionals in the practice meet the required standards of technical competence
Provide clear direction and inspirational leadership in a continually changing environment.
Management and development of financial planners and support staff to achieve and exceed sales, revenue and retention targets;
Maintain and grow strong relationship and affiliations across the company and externally across intermediary channels;
Ensure all client interactions and advice are compliant and considered to be TCF
Candidates will need to be qualified at least to diploma / level 4 equivalent and will likely be an established Financial Planner or Wealth Manager. Supervisory experience would be an advantage but the desire to achieve in a role such as this will come first - balancing the advisory duties with the commercial elements. To this end, candidates will be judged on their attitude and hunger.
Please note this is a permanent role, remuneration includes a base salary plus excellent bonus potential. Job spec is available and there is flexibility on the location although travel will be involved.
For an informal and confidential conversation, candidates are invited to call or send CVs directly to:
Maz Matin
Maz.Matin@mwrecruitment.com
Tel: 020 7199 6263
26/04/2018
Full time
An excellent opportunity with an award winning Chartered Financial Planner with an outstanding reputation, seeking someone in a 'Head of’ Capacity. This is a role with a diverse set of responsibilities, with the job title perhaps not doing justice to the scope of this opportunity. This would be ideal for a Financial Planner who is seeking a step up in their career, looking to develop their management and business strategy skillset. The role has 4 core areas to preside over:
Advisory - offering a comprehensive advisory service to a portfolio of individual and commercial entities including many affluent and HNW profiles. Our client is entirely independent so innovative whole of market solutions are available
Management - Overseeing, mentoring and developing a team of talented financial planners nationally across multiple office locations
Strategy - An active member of the group sales strategy committee, adding insight and value around group performance and new business initiatives
Business Development - Develop relationships nationally with intermediary channels, in particular accountancy firms, generating new flows of inbound client business to distribute across the group.
Brief duties:
Provide financial planning advice to clients at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment
Identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimises their investment
Collaborate with para-planners and professional support staff to ensure client instructions are executed in a timely manner and follow group process standards.
Provide innovative and inspirational business solutions to transform the practice, driving business performance through growth and fulfilment through organic growth and acquisitions
Ensure all financial planning professionals in the practice meet the required standards of technical competence
Provide clear direction and inspirational leadership in a continually changing environment.
Management and development of financial planners and support staff to achieve and exceed sales, revenue and retention targets;
Maintain and grow strong relationship and affiliations across the company and externally across intermediary channels;
Ensure all client interactions and advice are compliant and considered to be TCF
Candidates will need to be qualified at least to diploma / level 4 equivalent and will likely be an established Financial Planner or Wealth Manager. Supervisory experience would be an advantage but the desire to achieve in a role such as this will come first - balancing the advisory duties with the commercial elements. To this end, candidates will be judged on their attitude and hunger.
Please note this is a permanent role, remuneration includes a base salary plus excellent bonus potential. Job spec is available and there is flexibility on the location although travel will be involved.
For an informal and confidential conversation, candidates are invited to call or send CVs directly to:
Maz Matin
Maz.Matin@mwrecruitment.com
Tel: 020 7199 6263
MW Recruitment is proud to be partnering with CWB – an award-winning group of companies specialising in the provision of financial advice, tax planning, employee benefits and business consultancy services.
This is an excellent opportunity to join an established, reputable and growing group at an exciting stage in its development. There are national vacancies for experienced Wealth Managers or Chartered Financial Planners who will take a lead role in the practices’ advisory teams.
Significantly there is a healthy incoming client flow through multiple business channels, both direct and intermediary, including a large portion of affluent HNW and occasional UHNW business for the successful adviser to tend to.
Advisory areas:
Financial Planning
Estate Planning
Pensions & Retirement
SME and Corporate Financial Planning
Employee Benefits
Core duties:
Engage prospective clients with a view to establishing and developing long-term relationships
Implement industry leading financial planning models in line with regulations and group models that are provided
Provide best-in-class ongoing advice to portfolio of clients including HNW and Affluent taking account of changes in their personal circumstances and the regulatory and legislative environments
Maintain excellent team cohesion paraplanners, other internal stakeholders and professional support staff
Ensure client instructions are executed in a timely manner, collaborating internally where and when necessary to achieve this
Develop new opportunities with existing clients to ensure that client portfolios fit with their requirements and optimise their investments
Seek referrals and recommendations where possible to maximise coverage and incoming business
The successful candidate will ideally need to be a Chartered Financial Planner. If there is an exceptional candidate who holds the Diploma in Financial Planning and wishes to study toward Chartered status, then this will be supported.
Please note this role is salaried (competitive) rather than self-employed, full package and job details available.
Why work for CWB?
Candidates will benefit from:
Being part of an award-winning group, committed to excellence and integrity and with an outstanding reputation in the industry
Innovative marketing strategies, generating an excellent volume of new business including a high proportion of referred and recommended introductions
An exciting company with a compelling growth plans backed up by a viable strategy
A meritocratic and hands-on environment where even Board members still generate revenue, and excellence will be rewarded through generous compensation schemes.
For an informal and confidential conversation, candidates are invited to call or send CVs directly to:
Maz Matin
Maz.Matin@mwrecruitment.com
Tel: 020 7199 6263
26/04/2018
Full time
MW Recruitment is proud to be partnering with CWB – an award-winning group of companies specialising in the provision of financial advice, tax planning, employee benefits and business consultancy services.
This is an excellent opportunity to join an established, reputable and growing group at an exciting stage in its development. There are national vacancies for experienced Wealth Managers or Chartered Financial Planners who will take a lead role in the practices’ advisory teams.
Significantly there is a healthy incoming client flow through multiple business channels, both direct and intermediary, including a large portion of affluent HNW and occasional UHNW business for the successful adviser to tend to.
Advisory areas:
Financial Planning
Estate Planning
Pensions & Retirement
SME and Corporate Financial Planning
Employee Benefits
Core duties:
Engage prospective clients with a view to establishing and developing long-term relationships
Implement industry leading financial planning models in line with regulations and group models that are provided
Provide best-in-class ongoing advice to portfolio of clients including HNW and Affluent taking account of changes in their personal circumstances and the regulatory and legislative environments
Maintain excellent team cohesion paraplanners, other internal stakeholders and professional support staff
Ensure client instructions are executed in a timely manner, collaborating internally where and when necessary to achieve this
Develop new opportunities with existing clients to ensure that client portfolios fit with their requirements and optimise their investments
Seek referrals and recommendations where possible to maximise coverage and incoming business
The successful candidate will ideally need to be a Chartered Financial Planner. If there is an exceptional candidate who holds the Diploma in Financial Planning and wishes to study toward Chartered status, then this will be supported.
Please note this role is salaried (competitive) rather than self-employed, full package and job details available.
Why work for CWB?
Candidates will benefit from:
Being part of an award-winning group, committed to excellence and integrity and with an outstanding reputation in the industry
Innovative marketing strategies, generating an excellent volume of new business including a high proportion of referred and recommended introductions
An exciting company with a compelling growth plans backed up by a viable strategy
A meritocratic and hands-on environment where even Board members still generate revenue, and excellence will be rewarded through generous compensation schemes.
For an informal and confidential conversation, candidates are invited to call or send CVs directly to:
Maz Matin
Maz.Matin@mwrecruitment.com
Tel: 020 7199 6263
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
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
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
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
Can you see yourself being a part of a business that puts their clients first? Looking for a job where you will be fully supported? Are you a Friendly client centric adviser? Want to deliver full lifestyle planning?
If this sounds like you, we have the perfect opportunity for you. We are working with a fantastic business who have now established themselves in the Nottingham market and are looking to grow and provide truly client focused advice.
On offer is a competitive salary along with leads to go after & a friendly and supportive team.
If this sounds of interest, please contact me today on 01173 323 453 or email me on chris.ingham@recruitukltd.co.uk. Quote reference 12552
14/05/2018
Full time
Can you see yourself being a part of a business that puts their clients first? Looking for a job where you will be fully supported? Are you a Friendly client centric adviser? Want to deliver full lifestyle planning?
If this sounds like you, we have the perfect opportunity for you. We are working with a fantastic business who have now established themselves in the Nottingham market and are looking to grow and provide truly client focused advice.
On offer is a competitive salary along with leads to go after & a friendly and supportive team.
If this sounds of interest, please contact me today on 01173 323 453 or email me on chris.ingham@recruitukltd.co.uk. Quote reference 12552
Home Based Financial Advisor, Starting at £44.5k base (£73k OTE in first year), +car/bens
I am working with a leading UK Financial Advice company. Since being founded in 1841, my client has established itself as a proud provider of financial services. They are a mutual organisation with no shareholders to consider which means they are naturally focused on keeping their members interests at the heart of everything they do.
They have a long-standing heritage of providing specialist financial advice and solutions to a select group of professional clients, most notably GPs, hospital doctors, dentists, teachers and lawyers.
Ongoing growth and development are key factors within their stated objective of being the best in their chosen markets and to support this they are proud to offer products and services from a range of providers complemented by their own.
They now have an opportunity for experienced home-based Financial Advisor to join their team, specialising in one of their chosen markets and helping continue their forward momentum.
You will already have a solid commercial background and a proven track record of currently or previously delivering sound financial advice being qualified to at least QCF Level 4. You will also possess considerable interpersonal skills in order to be effective in helping busy professionals with often complicated financial planning needs.
Experience in one of their markets will be a distinct advantage but is not a necessity as they will provide you with comprehensive knowledge and training from the outset.
What they offer
A competitive basic salary of circa £44,500, depending on qualifications and experience, with significant salary progression opportunities
Participation in quarterly and annual bonus schemes
Realistic on-target earnings of circa £73,000 in your first year
25 days holiday (plus Bank Holidays)
Company car or car allowance
Generous company pension scheme with up to 10% employer matched contributions
Flexible benefits scheme
Plus all the support and training that you will need to develop your skills as a financial advisor.
But this is just the start – they also provide their Financial Advisors with appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth.
Please contact Andrew Nicholson on tel 01179170415 or email him at andrew.nicholson@recruitukltd.co.uk
If you are interested in this opportunity.
Quote reference 12549
08/05/2018
Full time
Home Based Financial Advisor, Starting at £44.5k base (£73k OTE in first year), +car/bens
I am working with a leading UK Financial Advice company. Since being founded in 1841, my client has established itself as a proud provider of financial services. They are a mutual organisation with no shareholders to consider which means they are naturally focused on keeping their members interests at the heart of everything they do.
They have a long-standing heritage of providing specialist financial advice and solutions to a select group of professional clients, most notably GPs, hospital doctors, dentists, teachers and lawyers.
Ongoing growth and development are key factors within their stated objective of being the best in their chosen markets and to support this they are proud to offer products and services from a range of providers complemented by their own.
They now have an opportunity for experienced home-based Financial Advisor to join their team, specialising in one of their chosen markets and helping continue their forward momentum.
You will already have a solid commercial background and a proven track record of currently or previously delivering sound financial advice being qualified to at least QCF Level 4. You will also possess considerable interpersonal skills in order to be effective in helping busy professionals with often complicated financial planning needs.
Experience in one of their markets will be a distinct advantage but is not a necessity as they will provide you with comprehensive knowledge and training from the outset.
What they offer
A competitive basic salary of circa £44,500, depending on qualifications and experience, with significant salary progression opportunities
Participation in quarterly and annual bonus schemes
Realistic on-target earnings of circa £73,000 in your first year
25 days holiday (plus Bank Holidays)
Company car or car allowance
Generous company pension scheme with up to 10% employer matched contributions
Flexible benefits scheme
Plus all the support and training that you will need to develop your skills as a financial advisor.
But this is just the start – they also provide their Financial Advisors with appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth.
Please contact Andrew Nicholson on tel 01179170415 or email him at andrew.nicholson@recruitukltd.co.uk
If you are interested in this opportunity.
Quote reference 12549
My client is a well established highly reputable financial advice company. They have over 3.5million customers. This is an excellent opportunity to join a leading Financial Planning firm who have a strong presence across the UK. They have a huge amount of leads to service on top of existing client banks, which makes them one of the most attractive propositions in the UK at present. Following the success of their existing Telephone Advisers they are pleased to be growing the team and have positions available in their offices in Stirling.
In this unique opportunity you’ll deal with clients that already have relationships with them, you’ll conduct financial reviews and have the opportunity to generate new business across our full range of products including Pensions, Investments and Protection.
To be part of this successful team you’ll need to be a strong, confident communicator with experience of working in a fast paced, targeted environment. You’ll need the discipline to manage your own workload, be passionate about holistic financial planning and above all, be focused and driven to achieve the best possible outcomes for your clients.
They will provide you with comprehensive training and development and will reward you with a basic salary and bonus. The Telephone Advice team is supported by a strong network of colleagues who will work with you on your journey to achieving Competent Adviser Status
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.
Career progression, move into management or other areas of the business.
Truly Holistic offering, no need to turn business away.
A good candidate must:
Hold Level 4 Financial Planning Diploma
Have experience of working with a variety of clients (Including at retirement)
Holistic knowledge of financial services and pension products
This is a brilliant opportunity for a long term career in a highly reputable firm, with strong moral and ethical values.
Please contact Andrew Nicholson at Recruit UK on tel 01179170415 quoting ref 12498 for more information on this role.
08/05/2018
Full time
My client is a well established highly reputable financial advice company. They have over 3.5million customers. This is an excellent opportunity to join a leading Financial Planning firm who have a strong presence across the UK. They have a huge amount of leads to service on top of existing client banks, which makes them one of the most attractive propositions in the UK at present. Following the success of their existing Telephone Advisers they are pleased to be growing the team and have positions available in their offices in Stirling.
In this unique opportunity you’ll deal with clients that already have relationships with them, you’ll conduct financial reviews and have the opportunity to generate new business across our full range of products including Pensions, Investments and Protection.
To be part of this successful team you’ll need to be a strong, confident communicator with experience of working in a fast paced, targeted environment. You’ll need the discipline to manage your own workload, be passionate about holistic financial planning and above all, be focused and driven to achieve the best possible outcomes for your clients.
They will provide you with comprehensive training and development and will reward you with a basic salary and bonus. The Telephone Advice team is supported by a strong network of colleagues who will work with you on your journey to achieving Competent Adviser Status
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.
Career progression, move into management or other areas of the business.
Truly Holistic offering, no need to turn business away.
A good candidate must:
Hold Level 4 Financial Planning Diploma
Have experience of working with a variety of clients (Including at retirement)
Holistic knowledge of financial services and pension products
This is a brilliant opportunity for a long term career in a highly reputable firm, with strong moral and ethical values.
Please contact Andrew Nicholson at Recruit UK on tel 01179170415 quoting ref 12498 for more information on this role.
Recruit UK are representing a multi award winning National Financial Advice firm. They offer a truly integrated, dual professional model, offering their clients bespoke Financial Planning and Investment Management services.
They currently have £1.7billion under management with 85 staff covering 2 key locations. Against a robust growth strategy, they are looking to hire an established Private Client Investment Manager to help drive regional growth of their Manchester office.
They have a centralised investment team which run model portfolios, so this is not a portfolio manager role. You will be focusing on the more bespoke investment work with a mandate for attracting and managing a portfolio of HNW clients.
They are looking for:
An experienced Investment Manager with a proven track record of business development
An established network in place to leverage new business
A client centric adviser with broad expertise across Investments
Chartered through CISI (Desirable)
What’s on offer:
Competitive salary of between £70k-£100k
Defined bonus structure based on business generated
Comprehensive benefits package including car allowance, pension
Full technical support from 12 support staff
Support from in house business developers
Working closely with team of Financial Planners (cross referrals)
On top of the high level of back office support, the firm have implemented seamless IT systems to really streamline your day to day work, freeing up your time to focus on the aspects of your jobs which you are best at.
If you are interested in the above opportunity and would value a conversation to find out more, then submit your details and our senior consultant, Andrew Nicholson, will get in contact to discuss in further detail. Quote reference 12495
01/05/2018
Full time
Recruit UK are representing a multi award winning National Financial Advice firm. They offer a truly integrated, dual professional model, offering their clients bespoke Financial Planning and Investment Management services.
They currently have £1.7billion under management with 85 staff covering 2 key locations. Against a robust growth strategy, they are looking to hire an established Private Client Investment Manager to help drive regional growth of their Manchester office.
They have a centralised investment team which run model portfolios, so this is not a portfolio manager role. You will be focusing on the more bespoke investment work with a mandate for attracting and managing a portfolio of HNW clients.
They are looking for:
An experienced Investment Manager with a proven track record of business development
An established network in place to leverage new business
A client centric adviser with broad expertise across Investments
Chartered through CISI (Desirable)
What’s on offer:
Competitive salary of between £70k-£100k
Defined bonus structure based on business generated
Comprehensive benefits package including car allowance, pension
Full technical support from 12 support staff
Support from in house business developers
Working closely with team of Financial Planners (cross referrals)
On top of the high level of back office support, the firm have implemented seamless IT systems to really streamline your day to day work, freeing up your time to focus on the aspects of your jobs which you are best at.
If you are interested in the above opportunity and would value a conversation to find out more, then submit your details and our senior consultant, Andrew Nicholson, will get in contact to discuss in further detail. Quote reference 12495
