2 jobs found in London

Are you looking for a rewarding career as a Financial Planner? Do you hold or are you close to achieving your Diploma in Regulated Financial Planning? Are you looking for a business that will invest in your future and support your ambition to become a Chartered Financial Planner? If so, keep reading! Attivo Group is looking to recruit several Trainee Financial Planners based in Berkshire, Surrey, Kent, or surrounding areas to start in April 2020 due to our exciting expansion. You will be based in our London office for a six-month intensive training programme, during which you will be taught all the skills required to become a successful Financial Planner including carrying out the advice process, building client relationships, and influencing and negotiation skills. Training will also include rotational placements in both our Relationship Management and Paraplanning teams, giving you a well-rounded education in Financial Planning. Following completion of the training programme, you will begin your career as a Financial Planner with Attivo Financial Planning. This is a salaried role and all clients are supplied, so it is a fantastic opportunity to become a member of our team and develop your career. We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy. Main responsibilities The aim of this role is to provide first-class long-term tax and financial planning services to ensure clients’ needs are satisfied compliantly and efficiently, and to maximise new business opportunities whilst retaining the Group’s growing client base. You will be provided with full paraplanning and administration support from an office-based team, allowing you to focus on delivering exceptional service to our clients. We pride ourselves on the training and development support we give our employees to attain further exams. You will be given full study support as well as a very rewarding and prosperous career. Qualifications, skills and experience Diploma in Regulated Financial Planning is essential however, candidates close to achieving this by April 2020 will be considered experience working in Financial Planning would be an advantage excellent interpersonal, listening, numerical and IT skills strong analytical and research skills excellent report writing and written/verbal communication skills good organisational, time management, and caseload management skills ability to work on own initiative, sometimes for long time periods professional, ethical and discreet ability to build and maintain ongoing client relationships ability to work well under pressure whilst maintaining excellent attention to detail full UK driving licence is essential degree or equivalent in Economics, Maths, Accountancy and Finance or Business Management would be desirable minimum 5 GCSEs graded A-B, including Maths and English. Salary and benefits Salary is up to £40,000 depending on experience and qualifications. Attivo Group also offers: excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service generous holiday allowance corporate gym membership free town centre parking for employees who live over 1.5 miles away from the office (Cheltenham only) regular company social events charity days excellent culture, promoting employee wellbeing and engagement. • Please mention Financial Planning Jobs  website when applying for this position •

Recruit UK are pleased to be working in partnership with award-winning Foster Denovo to assist in their ongoing financial adviser growth strategy for London and the South East. And right now, has never been a better time to join. With so many advice firms in the market hiring, it is imperative to Recruit UK that we work with the best of the best and have taken an in-depth look under the bonnet of FD, we feel they really stand out, offering financial advisers the perfect balance of financial security,  support, branding and technology.  Foster Denovo are big investors in their advisers, with share opportunities, in house training and mentorship from experienced partners through their highly commended quantum leap program, empowering advisers to break through barriers and double their turnovers. Since they established in 2005, Foster Denovo has consistently innovated and developed a proposition which in their words is built by advisers for clients. This approach has allowed them to grow organically, by hiring like-minded advisers who were fed up with a non-client centric approach and are positive about the future of lifestyle financial advice. Foster Denovo have a clearly defined growth strategy that will benefit everyone within the business, led by a team of experienced and driven senior executives there is no doubt that if you decide to become a partner with Foster Denovo you will surpass your earning expectations and improve work-life balance.   Remove the burden of administration From IT support to compliance expertise and specialist knowledge, Foster Denovo’s in house back-office experts free up your time and allow you to take on more complex cases and a pragmatic approach to your business.   Business Development Work closely with a dedicated business development manager, existing relationships with corporate clients to work with and an established network of professional introducers to enhance your current efforts with in house business development coaching and training.   Leading Investment Proposition: Be confident in the advice you are providing with full due diligence carried out on over 3000 funds – an extensive list of pre-approved products with independent, bespoke options for every type of client requirement.   Streamlined Technology Don’t let archaic technology slow you down, Foster Denovo have invested heavily in technology to streamline advice process and they are continuing to innovate to ensure their partners and clients get the best experience possible.   Easy onboarding A slick onboarding process for both you and your clients, fully branded and marketing in place to ensure a smooth stress-free transition for all involved.   Training and development Foster Denovo deliver the best training we have seen in the market with access to Quantum Leap their own in-house training delivered by top-performing partners. Every adviser has access to a partnership manager to help guide you through tricky advice or business opportunities.   Succession Planning There is a Market leading practise buyout for Partners so you can be confident your clients will be taken care of and you will be rewarded fairly upon exiting the Industry, They also offer Partner Protection scheme to ensure your clients are looked after and your family will receive a pay-out in the event of your death.   Is this right for you? Are you an adviser who has hit glass ceiling or a dead end? Do you lack the support in your current firm to maximize your revenue? Do you not feel invested/valued in your current company? Are you looking to be part of a growth story and share in the rewards? Are you confident in your own personal ability to write business? Do you want to reduce stress and increase profits? Really busy but not getting anywhere? Do you want to build a long-term exit strategy? If the answer to any of the above is YES, then let’s book in a call to run through your current proposition. •  Please mention Financial Planning Jobs when applying for this role