2 Financial Planner jobs

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Financial Planner- Shrewsbury - £45k-£55k
£45,000 - £55,000 yearly
Recruit UK Shrewsbury, UK
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 • 
Financial Adviser - South Wales -£40k-£80k
Recruit UK Wales, UK
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 •