Are you looking to join a professional Financial Planning firm, which offers truly bespoke advice?
A role where you can build a career with a professional, established firm?
Recruit UK are representing a multi-award winning Financial Service firm which provides bespoke Financial Planning and Investment Advice to HNW clients from 2 established regional offices.
As part of their continued growth, they are looking to hire a senior financial planner into their Cambridge team. This will be to manage an existing portfolio of HNW clients and work with new clients. Due to their effective marketing strategy, local reputation and existing network of introducers, there is no requirement for the adviser to do business development.
What’s on offer:
Salary c£80,000 (negotiable)
Discretionary bonus
Benefits: Pensions 6%, DIS, PMI
Full support from a technical support team
Existing portfolio of clients to work with
High level of referrals from established introducers and marketing team
Excellent long-term progression
They are seeking a professional Chartered Financial Planner who has a proven track record of providing bespoke, holistic financial advice to private clients. A strong career history coupled with a commitment to continued professional development.
This is a role where your longevity and long-term commitment will be recognised and rewarded.
If you are interested, please submit your details and our consultant, Thomas Barton-Howarth, will be in contact to discuss in further detail.
17/07/2018
Full time
Are you looking to join a professional Financial Planning firm, which offers truly bespoke advice?
A role where you can build a career with a professional, established firm?
Recruit UK are representing a multi-award winning Financial Service firm which provides bespoke Financial Planning and Investment Advice to HNW clients from 2 established regional offices.
As part of their continued growth, they are looking to hire a senior financial planner into their Cambridge team. This will be to manage an existing portfolio of HNW clients and work with new clients. Due to their effective marketing strategy, local reputation and existing network of introducers, there is no requirement for the adviser to do business development.
What’s on offer:
Salary c£80,000 (negotiable)
Discretionary bonus
Benefits: Pensions 6%, DIS, PMI
Full support from a technical support team
Existing portfolio of clients to work with
High level of referrals from established introducers and marketing team
Excellent long-term progression
They are seeking a professional Chartered Financial Planner who has a proven track record of providing bespoke, holistic financial advice to private clients. A strong career history coupled with a commitment to continued professional development.
This is a role where your longevity and long-term commitment will be recognised and rewarded.
If you are interested, please submit your details and our consultant, Thomas Barton-Howarth, will be in contact to discuss in further detail.
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
05/07/2018
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
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
05/07/2018
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
Recruit UK are representing an award-winning Financial Planning and Investment Management firm who are looking to hire a Financial Planner for their London team.
Due to a departing adviser, there is a client book of 50 HNW individuals to take over.
This is a fully integrated advice firm which provides their clients with bespoke Financial Planning and Investment Management from 8 regional offices across the UK.
What’s on offer:
Competitive salary of £70,000-£95,0000
High bonus potential (average 40% - 50%)
Comprehensive benefits package (PMI, DIS, Pension, STL)
Full back office support from a technical team (40 supporting 15 advisers)
Flexibility around home working
Portfolio of 50 HNW clients to work with
High level of referrals from marketing/sales team
Excellent long-term career opportunities
They are seeking a professional Chartered Financial Planner who has a proven track record of providing bespoke, holistic financial advice to private clients. A strong career history coupled with a commitment to continued professional development.
This is a role where your longevity and long-term commitment will be recognised and rewarded.
If you are interested, please submit your details and our consultant, Thomas Barton-Howarth, will be in contact to discuss in further detail.
17/07/2018
Full time
Recruit UK are representing an award-winning Financial Planning and Investment Management firm who are looking to hire a Financial Planner for their London team.
Due to a departing adviser, there is a client book of 50 HNW individuals to take over.
This is a fully integrated advice firm which provides their clients with bespoke Financial Planning and Investment Management from 8 regional offices across the UK.
What’s on offer:
Competitive salary of £70,000-£95,0000
High bonus potential (average 40% - 50%)
Comprehensive benefits package (PMI, DIS, Pension, STL)
Full back office support from a technical team (40 supporting 15 advisers)
Flexibility around home working
Portfolio of 50 HNW clients to work with
High level of referrals from marketing/sales team
Excellent long-term career opportunities
They are seeking a professional Chartered Financial Planner who has a proven track record of providing bespoke, holistic financial advice to private clients. A strong career history coupled with a commitment to continued professional development.
This is a role where your longevity and long-term commitment will be recognised and rewarded.
If you are interested, please submit your details and our consultant, Thomas Barton-Howarth, will be in contact to discuss in further detail.
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 a 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.
02/07/2018
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 a 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.
Recruit UK are representing an established national IFA firm which has completed numerous acquisitions to date and have seen their profits increase by 83% over the last year.
They are looking for an IFA to take on an existing client base around the Heathrow area. On top of the existing clients, they have a high level of referrals to work with.
What’s on offer:
Existing client portfolio + high level of qualified leads
Competitive salary up to £50-£75k (dependent on qualifications/experience)
Car Allowance of £5k per annum
Defined bonus worked out through validation (no grey area with earnings)
Comprehensive benefits: Pension, Share options etc..
Laptop/Phone
Full back office support (Dedicated Paraplanners/Admin/Pension Transfer Team)
Ring fence existing clients on joining
Option to go self-employed in future
They are looking for an adviser with a broad range of experience across Financial Planning and the ability to work effectively in a home based set up. They will also consider advisers on a self-employed basis for the same role (clients provided).
If you feel this role could be of interest, then submit your details and I will get in contact to discuss in further detail. Alternatively, give me a call on 01179 170 414. Quote reference 12565
22/06/2018
Full time
Recruit UK are representing an established national IFA firm which has completed numerous acquisitions to date and have seen their profits increase by 83% over the last year.
They are looking for an IFA to take on an existing client base around the Heathrow area. On top of the existing clients, they have a high level of referrals to work with.
What’s on offer:
Existing client portfolio + high level of qualified leads
Competitive salary up to £50-£75k (dependent on qualifications/experience)
Car Allowance of £5k per annum
Defined bonus worked out through validation (no grey area with earnings)
Comprehensive benefits: Pension, Share options etc..
Laptop/Phone
Full back office support (Dedicated Paraplanners/Admin/Pension Transfer Team)
Ring fence existing clients on joining
Option to go self-employed in future
They are looking for an adviser with a broad range of experience across Financial Planning and the ability to work effectively in a home based set up. They will also consider advisers on a self-employed basis for the same role (clients provided).
If you feel this role could be of interest, then submit your details and I will get in contact to discuss in further detail. Alternatively, give me a call on 01179 170 414. Quote reference 12565
