3 Wealth Manager jobs

Job Title:  Chartered Financial Planner Industry:  Financial Advice Location:  City of London Salary:  £80,000-£130,000 Reference Number:  13687 Job Description: Recruit UK are pleased to be working with an award-winning IFA in the heart of the city who runs a highly client-centric, bespoke advice model and has received industry acclaim, having won ‘Chartered Financial Planning Firm of the year’. They are still a relatively small practice who have been growing organically since they established 14 years ago, and currently have 4 Financial Planners with a dedicated technical support team. Between them, they look after 200 Families with combined AUM of £350million. Their model is pure fee-based advice, with a selection of services available to meet clients’ specific requirements. They go for limited clients, high-value approach, which has proven very popular with both their advisers and clients They will pay a salary based on an adviser’s potential, preferring to maximise salaries over bonuses to ensure good practice (client focus). Overall earning generally work out about 1/3 of production. Potential for an adviser to join the board within a few years and help with the strategic growth of the company. Having developed a solid foundation, they are looking to ramp up their hiring, bringing on like mind advisers who share their values.   What’s in it for you: A bespoke package tailored for your requirements A flexible working environment Excellent support from the technical team Opportunity to get involved in the strategic growth of the business   Their ideal adviser: An established adviser who is looking for a company aligned to their values Highly client centric An established network Ideally Chartered (they will support you to obtain if not) An adviser who values a smaller company where they are not just a number If the above sounds of interest, please get in contact with Tom to discuss in detail.   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 an award-winning IFA based in London on a Chartered 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 Planners Required across the UK Appointed representatives or Registered individuals IFA, Restricted or Hybrid   Recruit UK are pleased to be working in partnership with 2plan wealth management, we have looked behind the scenes at head office and spoken to existing advisers and we truly believe this is one of the best self-employed propositions available right now. One of the major things we see with financial advice companies is disjointed processes and antiquated technology, CRM’s that promise the earth but don’t deliver, a multitude of add-ons that come at an extra cost, a never-ending manual and a helpline that is far from helpful. The great thing about 2plan is they have designed their own software, built by advisers for advisers, automation is the heart of the process ensuring that marketing,  suitability letters, fact finds, product research and other integral parts of the advice process are quick and easy, you don’t even have to worry about opening your post. Software updates are run by an experienced IT team who also provide full training and 24/7 support you’re even provided with a tablet and pen for client visits to complete applications on or offline.  This is merely the tip of the iceberg, but to put it into perspective their time-saving technology frees up 1 day a week of adviser’s time and saves advisers c£2500 per month in extra costs in comparison to going directly Authorised. 2plan are incredibly flexible, if you want to work under the 2plan branding you can and they will build you a website and manage your social media, however, if you would prefer your own branding that’s perfectly OK. Other areas where 2plan are flexible are you can join as a registered individual or an appointed representative and still benefit from the same competitive fee splits as low as 10%, you can be IFA or restricted or even a hybrid of the two  this is especially attractive to financial advisers  who want to build an adviser team by taking advantage of the subsidised 2plan adviser academy which has a higher pass rate than the Cii, taking mortgage advisers, BDMs, paraplanners through the level 4 qualification and getting them adviser ready for your business. A forward-thinking cost-effective way to grow your business. If you are an adviser that struggles with the administration or paraplanning 2plan have fully trained and experienced in house virtual assistants to take the weight off, you can use this as a pay as you go service, removing the extra cost of hiring staff. One of the major benefits of joining 2plan is that they take away the worry and increased pressure of running your own compliance, with the FCA increasing the amount of work involved to be an IFA it makes more sense to let a 2plan take care of all things compliance, with regular file checking, pre-approved pension transfer desks and the cost of PI and capital adequacy covered you can ensure that you and your clients are in safe hands.   Training and adviser academy 2plan’s subsidised adviser academy provides finance and support to help build a team through recruiting, training and developing paraplanners, part-qualified advisers or mortgage advisers They pay towards the first eight months salary, cover the costs of training non-financial planning qualified candidates to become advisers and get them to Level 4 Additional ongoing training support and development workshops provide a chance to network with other advisers   Software and technology Efficient technology, seamless processes and outstanding support saves advisers £2,500 per month in extra costs in comparison to going directly authorised 2plan’s own technology, back-office systems and IT team have been designed by financial advisers by financial advisers so writing business has never been easier, it can easily save you a day week in time. Virtual paperless environment They also provide phones, laptops and tablets, as well as 24/7 support   Compliance and regulatory services Pre-approved pension transfer desk. 2plan’s training and competence scheme includes case checking for compliance as well as regulatory updates Low PI cover, with an excess of £5,000 if a claim is made against the adviser as opposed to high premiums and an excess of £35,000-£50,000 for directly authorised advisers 2plan will pay the excess if they agreed on the advice. A regularly updated and comprehensive library of regulatory and financial planning guidance Additional regulatory/compliance support and research such as central paraplanning support, online model portfolios, online product and provider research   Client management 2plan’s Personal Client Agreements provide clear, easy to understand information on a range of tailored fee/cost options to avoid any confusion Enhance client relationships so you can build relationships based on honesty and integrity Ensure high-value cases receive the highest level of research and expertise Easy novation of existing clients, via the experienced in-house novation team.   Marketing support A strong parent brand to add weight to your reputation and help with new business and recruitment First year marketing costs covered 2plan’s marketing support includes brand development, newsletters, PR, social media and website management and design   Back office support 2plan’s unique virtual administration system (VAS) provides full admin support and an extra pair of hands on a pay-as-you-go basis Eliminates the cost and complexity involved with employing extra admin staff Paraplanning service ensures the highest standards of compliant and professional advice Provides a safe environment and reduces the risk for clients, advisers and 2plan Additional support from the centralised head office team includes compliance and risk professionals, regulatory gurus and DB pension experts •  Please mention Financial Planning Jobs when applying for this role  

£ Competitive Package - Job Purpose  Develop and maintain trusting and long-standing business relationship with high net worth (HNW) clients to enable you to effectively advise them on complex products in all asset classes, wealth structuring, estate planning, retirement planning and protection Create and implement comprehensive and compliant financial solutions for individuals, businesses, and organisations, utilising your knowledge of tax and investment strategies, securities, insurance, pension plans and tax efficient investment Work with internal and external business partners to offer bespoke wealth management solutions • Identify and develop new business opportunities from existing clients, introducers and referrals as well as your own comprehensive business networks Key Responsibilities Client Management Develop trusting relationships with your clients as a functional consultant available to proactively provide appropriate, effective and timely advice as required  Uphold the highest levels of service to all clients and achieve sales targets by initiating new client meetings, completion of fact finds and making product recommendations Ensure all agreed revenue targets are met and work is completed in a compliant manner and is in-keeping with the Bank’s quality standards Financial Solutions Meet with clients to determine their assets, liabilities, cash flow, insurance coverage, retirement provision, tax status, and financial objectives  Create innovative financial solutions that appropriately meet your client’s needs before drafting high-quality, compliant reports and proposals Clearly and effectively deliver highly complex information and concepts to clients in an appropriate format Implement recommendations in a timely manner and maintain contact with the client to revise the plan based on changes in their needs or objectives, or the market, on an ongoing basis Deal with client affairs with integrity and efficiency at all times and in a manner that is in-keeping with the standards required by HNW individuals Client Acquisition Manage your network of personal and business relationships, both internally and externally to acquire, develop and service clients Proactively generate new business opportunities using existing clients and leads from other areas of the business Fulfil the responsibilities required under the FCA’s Senior Manager and Certification Regimes, and Conduct Rules Key interfaces Clients (and Client representatives) Director, Wealth Planning Director, Private Banking  Private Banking team (typically made up of 1 to 3 Private Bankers and/or Senior Private Bankers and Private Banking Executives) Wealth Planning Executives and Wealth Planning Assistants  Back office departments (including working closely with Investment Management and Compliance) • 3rd Party Product Providers Person Specification Knowledge/ Experience Demonstrate expert knowledge of investment, fiduciary and banking knowledge is required  Significant Wealth Planning experience with a successful track record in working with HNW Clients providing fully holistic advice, ideally within a Private Banking and/or Wealth Management arena  Thorough understanding of Private Banking and wider markets along with understanding the client’s investment needs and orientation  Research, analysis and interpretation, file preparation, and report creation for client solutions • Regulated sales experience Client management experience Experienced in working with professional introducers  Dealing with Fee-based RDR compliant offerings Skills  Previous experience of delivering a profitable Wealth Planning proposition Significant Wealth Planning experience with a successful track record in working with HNW Clients providing fully holistic advice  Sound knowledge and insight into the operations of the FCA  Possess an expert understanding of the industry, trends in the pension and investment marketplace, asset classes, regulations and other relevant legislation Effective communicator with excellent presentation skills, both verbal and written Outstanding interpersonal and relationship skills, integrating tact and diplomacy  Work in a team environment and demonstrate appropriate continual professional development  Sound operating knowledge of technical systems and packages, including Microsoft Office, 1st Advisor Office Software and AQUOS Qualifications   Chartered Financial Planner is essential Competencies Client focus  Performance focus  Business & Commercial Focus  Leading Others  Team Working  Influencing Others  Planning and Reviewing  Judgment and Problem Solving  Communication & Confidence