Coast Recruitment Limited
Leigh-on-Sea, Southend-on-Sea, UK
Coast Recruitment are delighted to have been exclusively appointed by a Chartered Financial Planning firm in the search for a Financial Planner, based out of new offices in Leigh on Sea. Due to retirement, we have a truly exciting and extremely rare opportunity to join a growing team, on a senior, salaried basis with a client bank provided. Our client is a genuinely Independent, chartered and professional organisation with a fantastic industry reputation. They foster an encouraging and positive culture that enables the progression of its staff and in turn they enjoy sustained levels of growth and healthy financial performance. They are on their way to doubling in size of head count and AUM within the next 5 years Main responsibilities The aim of this role is to provide first class long term financial planning services to ensure clients’ needs are satisfied compliantly and efficiently, and to maximise new business opportunities retaining the Group’s growing client base. You will be provided with full paraplanning and administration support from an office-based team, allowing you to focus on delivering exceptional service to our clients. Qualifications, skills and experience You must have at least three years’ experience working as a Financial Planner and you will have a proven track record providing high levels of service and advice. Ideally you will hold CII Chartered status, however we will consider Financial Planners who are close to achieving this status, because our client pride themselves on their training and development support. You will be given full study support as well as a very rewarding and prosperous career. Salary and benefits up to £75,000 depending on experience, qualifications and track record. Company Car Allowance, 10% Employer Pension Contribution, Death in Service, Income Protection and Private Medical Insurance. Regular Company Social Events. Excellent culture and flexible working, promoting wellbeing and engagement.
22/05/2019
Full time
Coast Recruitment are delighted to have been exclusively appointed by a Chartered Financial Planning firm in the search for a Financial Planner, based out of new offices in Leigh on Sea. Due to retirement, we have a truly exciting and extremely rare opportunity to join a growing team, on a senior, salaried basis with a client bank provided. Our client is a genuinely Independent, chartered and professional organisation with a fantastic industry reputation. They foster an encouraging and positive culture that enables the progression of its staff and in turn they enjoy sustained levels of growth and healthy financial performance. They are on their way to doubling in size of head count and AUM within the next 5 years Main responsibilities The aim of this role is to provide first class long term financial planning services to ensure clients’ needs are satisfied compliantly and efficiently, and to maximise new business opportunities retaining the Group’s growing client base. You will be provided with full paraplanning and administration support from an office-based team, allowing you to focus on delivering exceptional service to our clients. Qualifications, skills and experience You must have at least three years’ experience working as a Financial Planner and you will have a proven track record providing high levels of service and advice. Ideally you will hold CII Chartered status, however we will consider Financial Planners who are close to achieving this status, because our client pride themselves on their training and development support. You will be given full study support as well as a very rewarding and prosperous career. Salary and benefits up to £75,000 depending on experience, qualifications and track record. Company Car Allowance, 10% Employer Pension Contribution, Death in Service, Income Protection and Private Medical Insurance. Regular Company Social Events. Excellent culture and flexible working, promoting wellbeing and engagement.
Job Title: Financial Planner
Industry: Financial Services
Location: Shrewsbury
Salary: £45,000 - £55,000 plus bonus
Reference Number: 13659
Job Description: Recruit UK are working on an excellent opportunity for a Financial Planner in Shrewsbury to join a Financial Planning firm. This is a chance to join an established yet still boutique Wealth Management business who are looking for an experienced adviser to service and grow an existing sizeable and lucrative client bank.
There is a genuinely client-centric feel to the business and with the existing client bank having been established over many years it is critical that excellence in client care is at the heart of your approach. The incumbent adviser will personally introduce you to their clients ensuring a smooth and secure transfer of business.
The business prides itself on the slickness of its systems along with the quality of its back office and compliance teams. All Administration and Paraplanning will be taken care of for you, allowing you to focus on maintaining and growing your presence in the Shrewsbury area.
This will effectively be a satellite office as the head office of the business is based outside of the West Midlands area. You will have full access to the remote Paraplanning services however should you prefer to have a Paraplanner based in the Shrewsbury office, that you will also have full access to then they are also happy to facilitate this arrangement.
What’s in it for you:
Full Paraplanning / Administration support
Bespoke, slick back office systems.
First-year earnings potentially in excess of £100,000
Skills and experience required:
Diploma in Financial Planning
Excellence in client care
An entrepreneurial mindset
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 a Financial Planning firm based in Shrewsbury on a 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 •
03/05/2019
Full time
Job Title: Financial Planner
Industry: Financial Services
Location: Shrewsbury
Salary: £45,000 - £55,000 plus bonus
Reference Number: 13659
Job Description: Recruit UK are working on an excellent opportunity for a Financial Planner in Shrewsbury to join a Financial Planning firm. This is a chance to join an established yet still boutique Wealth Management business who are looking for an experienced adviser to service and grow an existing sizeable and lucrative client bank.
There is a genuinely client-centric feel to the business and with the existing client bank having been established over many years it is critical that excellence in client care is at the heart of your approach. The incumbent adviser will personally introduce you to their clients ensuring a smooth and secure transfer of business.
The business prides itself on the slickness of its systems along with the quality of its back office and compliance teams. All Administration and Paraplanning will be taken care of for you, allowing you to focus on maintaining and growing your presence in the Shrewsbury area.
This will effectively be a satellite office as the head office of the business is based outside of the West Midlands area. You will have full access to the remote Paraplanning services however should you prefer to have a Paraplanner based in the Shrewsbury office, that you will also have full access to then they are also happy to facilitate this arrangement.
What’s in it for you:
Full Paraplanning / Administration support
Bespoke, slick back office systems.
First-year earnings potentially in excess of £100,000
Skills and experience required:
Diploma in Financial Planning
Excellence in client care
An entrepreneurial mindset
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 a Financial Planning firm based in Shrewsbury on a 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: Private Client Manager
Industry: Financial Advice
Location: France (Niort/Beziers/Aix-en-Provence)
Salary: €65,000+ Bonus + Benefits
Job Reference: 13675
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Planner to join the UK’s leading international Financial Advice firms. They specialise in providing UK expats with Pension, Investment, Tax, Estate, and Trust planning, servicing clients from numerous regional hubs throughout Europe.
As a Private Client Manager, you will be tasked with managing an existing portfolio of HNW clients. You will work alongside a senior partner, developing the regional presence of your local office. There is no requirement for any new business development as this role is focused purely on the retention of the existing clients.
You will receive full back office support from both Malta (head office) and London, alongside local support from your regional team.
If you are considering relocating to France, yet want to continue your career within Financial Advice, then this could be the perfect role for you!
What’s in it for you:
Base salary of €65,000
Annual bonus (c€10,000)
Relocating allowance (€4,000)
Attractive benefits package including Pension, DIS, PHC, PMI
Skills and experience required:
Level 4 Diploma (CII, CISI or LIBF)
Experience in providing financial advice to HNW clients
Ability to work independently
Genuine desire to relocate to France
Give me a call if you would like to find out more about this exciting opportunity.
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 a leading international Financial Advice firm based in France on a Private Client Manager 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 •
03/05/2019
Full time
Job Title: Private Client Manager
Industry: Financial Advice
Location: France (Niort/Beziers/Aix-en-Provence)
Salary: €65,000+ Bonus + Benefits
Job Reference: 13675
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Planner to join the UK’s leading international Financial Advice firms. They specialise in providing UK expats with Pension, Investment, Tax, Estate, and Trust planning, servicing clients from numerous regional hubs throughout Europe.
As a Private Client Manager, you will be tasked with managing an existing portfolio of HNW clients. You will work alongside a senior partner, developing the regional presence of your local office. There is no requirement for any new business development as this role is focused purely on the retention of the existing clients.
You will receive full back office support from both Malta (head office) and London, alongside local support from your regional team.
If you are considering relocating to France, yet want to continue your career within Financial Advice, then this could be the perfect role for you!
What’s in it for you:
Base salary of €65,000
Annual bonus (c€10,000)
Relocating allowance (€4,000)
Attractive benefits package including Pension, DIS, PHC, PMI
Skills and experience required:
Level 4 Diploma (CII, CISI or LIBF)
Experience in providing financial advice to HNW clients
Ability to work independently
Genuine desire to relocate to France
Give me a call if you would like to find out more about this exciting opportunity.
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 a leading international Financial Advice firm based in France on a Private Client Manager 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: Financial Adviser
Industry: Financial Planning
Location: South Wales
Salary: £40,000-£80,000
Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in south Wales to join a successful and dynamic Financial Planning firm. Well established, the company have been providing high-quality financial planning advice to a wide range of clients including private individuals, business owners, professionals, retirees and families.
The company is directly authorised and fully independent offering a wide range of services including but not limited to investments, retirement planning and estate planning.
They have tasked Recruit UK with finding eager, progressive and qualified Financial Advisers who ideally will have transferrable assets under management (AUM).
In return, they can offer a salaried role (salary and bonus dependent on the individual and the AUM they can novate) where in addition they have the structure and technology that will help an Adviser achieve higher levels of income. What’s in it for you:
Opportunity to join a successful and growing financial planning firm
Modern office building based off the M4 with excellent transport links
Technologically advanced with hi-tech business processes in place
Very experienced and forward-thinking Director who’s willing to work with less experienced Advisers and provide further guidance
Working with a company that have exceptionally high standards and professionalism
An opportunity that will help an Adviser achieve even higher levels of income and become part of a dynamic and exciting firm.
Salaried role: dependent on transferrable AUM (open to discussion but very competitive) and experience
Skills and experience required:
Level 4 Diploma in Financial Planning
Experienced Adviser with transferrable AUM
Technical and knowledgeable Adviser
Professional Adviser with excellent communication skills
Self-sufficient in terms of business
Recruiters contact info:
Name: Ryan Bartlett Email: ryan.bartlett@recruitukltd.co.uk Tel: 01179 170410 WhatsApp/mobile: 07399 163960 Job Reference: 13570
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 a Financial Planning firm based in south Wales on a Financial Adviser opportunity.
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 •
03/05/2019
Full time
Job Title: Financial Adviser
Industry: Financial Planning
Location: South Wales
Salary: £40,000-£80,000
Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in south Wales to join a successful and dynamic Financial Planning firm. Well established, the company have been providing high-quality financial planning advice to a wide range of clients including private individuals, business owners, professionals, retirees and families.
The company is directly authorised and fully independent offering a wide range of services including but not limited to investments, retirement planning and estate planning.
They have tasked Recruit UK with finding eager, progressive and qualified Financial Advisers who ideally will have transferrable assets under management (AUM).
In return, they can offer a salaried role (salary and bonus dependent on the individual and the AUM they can novate) where in addition they have the structure and technology that will help an Adviser achieve higher levels of income. What’s in it for you:
Opportunity to join a successful and growing financial planning firm
Modern office building based off the M4 with excellent transport links
Technologically advanced with hi-tech business processes in place
Very experienced and forward-thinking Director who’s willing to work with less experienced Advisers and provide further guidance
Working with a company that have exceptionally high standards and professionalism
An opportunity that will help an Adviser achieve even higher levels of income and become part of a dynamic and exciting firm.
Salaried role: dependent on transferrable AUM (open to discussion but very competitive) and experience
Skills and experience required:
Level 4 Diploma in Financial Planning
Experienced Adviser with transferrable AUM
Technical and knowledgeable Adviser
Professional Adviser with excellent communication skills
Self-sufficient in terms of business
Recruiters contact info:
Name: Ryan Bartlett Email: ryan.bartlett@recruitukltd.co.uk Tel: 01179 170410 WhatsApp/mobile: 07399 163960 Job Reference: 13570
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 a Financial Planning firm based in south Wales on a Financial Adviser opportunity.
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 •
