Recruit UK are representing a UK wide and fast-growing Chartered Financial Planning firm. They specialise in providing client-focused wealth management to individuals and owners of private companies, as well as various others.
Due to the continued success and expansion of the company, they are now looking to bring on an additional adviser for their Peterborough branch, to work alongside the current successful advisers and manage an affluent existing client bank.
This company offer their services in financial protection, financial planning as well as investments and savings products. They provide advice to family offices, charities and trustees – they have been successfully running for almost two decades now.
This is an excellent opportunity for an adviser to join an expanding and successful Chartered national firm that provide their clients with second to none quality servicing and are going from success to success.
What is on offer within this opportunity?
Employed roles with starting salaries from £45,000 - £50,000
Full administration and Paraplanning support
Existing affluent client bank to service from day one
Opportunity to work within a growing Chartered financial planning firm
A very generous bonus scheme
Full study support provided and support to become Chartered
25 days holiday plus bank holidays
Employer’s pension contribution
Who would be suitable for this opportunity?
Financial Advisers:
Advisers seeking a new and exciting opportunity within a national Chartered financial planning firm
Those wanting to work with an existing client bank, servicing and developing these clients whilst bringing on new business
Wanting to work in a firm that provides holistic, the whole of market and fully independent advice
Looking to join a company that has been growing rapidly and are continuing to do so, with a UK wide presence
Those with active Financial Advice experience who are currently within a Financial Advice role
For more information on this role, please contact Katie Mihaylov at Recruit UK on 01179-170417 or e-mail Katie.Mihaylov@recruitukltd.co.uk
18/09/2018
Full time
Recruit UK are representing a UK wide and fast-growing Chartered Financial Planning firm. They specialise in providing client-focused wealth management to individuals and owners of private companies, as well as various others.
Due to the continued success and expansion of the company, they are now looking to bring on an additional adviser for their Peterborough branch, to work alongside the current successful advisers and manage an affluent existing client bank.
This company offer their services in financial protection, financial planning as well as investments and savings products. They provide advice to family offices, charities and trustees – they have been successfully running for almost two decades now.
This is an excellent opportunity for an adviser to join an expanding and successful Chartered national firm that provide their clients with second to none quality servicing and are going from success to success.
What is on offer within this opportunity?
Employed roles with starting salaries from £45,000 - £50,000
Full administration and Paraplanning support
Existing affluent client bank to service from day one
Opportunity to work within a growing Chartered financial planning firm
A very generous bonus scheme
Full study support provided and support to become Chartered
25 days holiday plus bank holidays
Employer’s pension contribution
Who would be suitable for this opportunity?
Financial Advisers:
Advisers seeking a new and exciting opportunity within a national Chartered financial planning firm
Those wanting to work with an existing client bank, servicing and developing these clients whilst bringing on new business
Wanting to work in a firm that provides holistic, the whole of market and fully independent advice
Looking to join a company that has been growing rapidly and are continuing to do so, with a UK wide presence
Those with active Financial Advice experience who are currently within a Financial Advice role
For more information on this role, please contact Katie Mihaylov at Recruit UK on 01179-170417 or e-mail Katie.Mihaylov@recruitukltd.co.uk
An exciting opportunity has come up with one of our leading Financial Planning firms. Please see details below and give me a call on 01179-170-416 if you are interested to find out more.
The company:
Award-winning fully integrate Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds.
The opportunity:
Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients.
The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducers and new business development.
Their ideal Financial Planner:
Hardworking, self-motivated professional
Experience providing complex, holistic financial advice to HNW clients
Chartered through CII or working towards
Dynamic individual who can identify and action business opportunities
What’s on offer:
Salary up to £100k
Discretionary bonus
Clear cut progression up to Director/Partner level
Full back office support (1 paraplanner + 1 admin per adviser)
Existing client portfolio
High level of referrals from established introducers, Investment Manager and Marketing team
Dedicated Investment Manager to deliver bespoke advice to clients
For more information on this role, please contact Louise on louise.bibb@recruitukltd.co.uk or 01179170416 quoting ref: 12874
18/09/2018
Full time
An exciting opportunity has come up with one of our leading Financial Planning firms. Please see details below and give me a call on 01179-170-416 if you are interested to find out more.
The company:
Award-winning fully integrate Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds.
The opportunity:
Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients.
The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducers and new business development.
Their ideal Financial Planner:
Hardworking, self-motivated professional
Experience providing complex, holistic financial advice to HNW clients
Chartered through CII or working towards
Dynamic individual who can identify and action business opportunities
What’s on offer:
Salary up to £100k
Discretionary bonus
Clear cut progression up to Director/Partner level
Full back office support (1 paraplanner + 1 admin per adviser)
Existing client portfolio
High level of referrals from established introducers, Investment Manager and Marketing team
Dedicated Investment Manager to deliver bespoke advice to clients
For more information on this role, please contact Louise on louise.bibb@recruitukltd.co.uk or 01179170416 quoting ref: 12874
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients an opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
If you would like to find out more on this job role, please contact Andy on andrew.daly@recruitukltd.co.uk quoting ref 12871
18/09/2018
Full time
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients an opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
If you would like to find out more on this job role, please contact Andy on andrew.daly@recruitukltd.co.uk quoting ref 12871
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients and opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
For more information on this role, please contact Andrew on andrew.daly@recruitukltd.co.uk quoting ref: 12871
12/09/2018
Full time
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients and opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
For more information on this role, please contact Andrew on andrew.daly@recruitukltd.co.uk quoting ref: 12871
Our client is a successful financial services firm with a prestigious wealth management division. This company has offices throughout the UK providing wealth advice to private clients, charities and trusts.
From their office in Cardiff they are looking to recruit an experienced Investment Manager to work closely with the investment management team providing expert advice to clients throughout the region of south Wales.
The main responsibilities will include helping clients protect and grow their wealth through discretionary investment management which is at the core of what our client does. Additionally, it will be key for you to develop relationships with new and existing clients (and advisers) both locally and across the region.
Our client will provide support from their investment teams across the country including in-house research and the Investment Manager will manage the client portfolios adhering to the company’s investment philosophy.
The ideal candidate will have:
Suitable experience within a similar role.
Has attained CISI Level 6 and has maintained SPS (statement of professional standing).
The ability to clearly explain to clients why changes to their portfolio may better suit their investment objectives.
Confident writing skills for client reporting, valuations and research material.
Will have excellent presentation skills.
In return our client is offering a very competitive salary of up to £60,000 plus benefits which is dependent on experience. Furthermore, the right person will have the opportunity to develop their professional skills further and will have a key involvement in the continued growth and success of our client’s growing business.
If you meet the above criteria and are interested in this opportunity, please call Ryan Bartlett on 01179 450450. Please quote reference – 12856.
05/09/2018
Full time
Our client is a successful financial services firm with a prestigious wealth management division. This company has offices throughout the UK providing wealth advice to private clients, charities and trusts.
From their office in Cardiff they are looking to recruit an experienced Investment Manager to work closely with the investment management team providing expert advice to clients throughout the region of south Wales.
The main responsibilities will include helping clients protect and grow their wealth through discretionary investment management which is at the core of what our client does. Additionally, it will be key for you to develop relationships with new and existing clients (and advisers) both locally and across the region.
Our client will provide support from their investment teams across the country including in-house research and the Investment Manager will manage the client portfolios adhering to the company’s investment philosophy.
The ideal candidate will have:
Suitable experience within a similar role.
Has attained CISI Level 6 and has maintained SPS (statement of professional standing).
The ability to clearly explain to clients why changes to their portfolio may better suit their investment objectives.
Confident writing skills for client reporting, valuations and research material.
Will have excellent presentation skills.
In return our client is offering a very competitive salary of up to £60,000 plus benefits which is dependent on experience. Furthermore, the right person will have the opportunity to develop their professional skills further and will have a key involvement in the continued growth and success of our client’s growing business.
If you meet the above criteria and are interested in this opportunity, please call Ryan Bartlett on 01179 450450. Please quote reference – 12856.
