6 Financial Planner jobs

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

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