£50,000 - £80,000 yearly
My client is an award-winning firm of Independent Financial Advisers (IFAs), with an established reputation for dealing in all areas of financial planning. They have decades of financial planning experience. Since their foundation, the company has enjoyed year on year growth and now employs a team of financial experts. They have city centre offices in Manchester.
Their experienced and highly qualified financial advisers work alongside a professional team of support staff. Skilled in many administrative areas, they use the latest software systems to deliver the highest standard of service to their clients.
They are actively seeking experienced Financial Planners to join them to deal with existing clients. You will manage and develop clients provided. There is no need for you to have your own transferable client bank due to what is already in place, any income you do bring with you will be warmly welcomed and rewarded.
This position would suit a Level 4 Diploma qualified adviser who is happy to work alongside their existing professional connections and deal with their clients. The successful applicants will have excellent experience dealing with high net worth clients and building professional relationships with accountants and solicitors. You will have a natural drive to manage and develop clients and will understand and believe in maintaining strong client relationships. You will be driven to achieve Chartered Status.
This firm is directly authorised and they have their own paraplanners and admin support.
They will offer a good basic salary up to £50k along with a full benefits package that includes an excellent bonus scheme / uncapped earnings that should see your income rise to at least £80k+.
Please contact Andrew Nicholson at Recruit UK on tel no 01179170415 quoting ref 12332 for a more information on this role.
My client was Liverpool’s first Chartered Financial Planning firm. They offer mainly private client advice to high net worth/ultra high net worth clients based in Liverpool and surrounding areas. They are a top 100 financial advice firm. Investors in people gold standard awards. They manage over £200million FUM. Average client has circa £1million investable assets. They provide high levels of service including Cash flow modelling.
They are actively seeking an experienced Financial Planner to join them to deal with existing High Net Worth clients. You will work with clients provided. There is no need for you to have your own transferable client bank due to what is already in place, any income you do bring with you will be warmly welcomed and rewarded.
This position would suit a Level 6 Chartered qualified adviser who is happy to be based at their Liverpool office that can evidence they have the required knowledge to be considered. The successful applicant will have excellent experience dealing with high net worth clients and will have a natural drive to manage and develop clients and will understand and believe in maintaining strong client relationships.
This firm is directly authorised they have their own paraplanners and admin support.
They will offer a good basic salary along with a full benefits package that includes an excellent bonus scheme that should see your income rise to £100k+.
Please contact Andrew Nicholson at Recruit UK on tel no 01179170415 quoting ref 12318 for a more information on this role.
Our client is an independent IFA that is privately owned. The two Partners provide financial advice to a wide range of private and corporate clients from their two offices in Buckinghamshire and Banbury.
Their office in Buckinghamshire is incredibly busy and fast paced, with all employees ensuring that clients receive a high level of service. In order to improve their service offering, they are looking for a paraplanner to join their paraplanning team which is currently made up of one full time paraplanner and two part time paraplanners.
The existing team are highly technical and enjoy the variety of the work that they get involved with. It is imperative that they remain fast paced and efficient and effective and for this reason they require someone to join them who is an experienced paraplanner and report writer, capable of taking on the paraplanning for one Advisor and comfortable to work on their own initiative.
The role available will be to support one of the Partners with all of their research and report writing. Still working amongst the paraplanning team, you will have colleagues who you can bounce ideas off of and discuss different client circumstances with, but ultimately, you will be given a lot of autonomy.
In order to be successful in this role you will need to be an experienced paraplanner. Whilst they would prefer someone with the Level 4 Diploma in Financial Planning, they’d be happy to take on someone who has the right attitude, experience and commitment who is working towards the Diploma.
My client is keen to attract the right candidate and therefore salary is negotiable depending on your experience and qualifications. Ultimately, they need someone who can do the job.
Please contact Louise Sheppard at Recruit UK for more information or to discuss the role on 0117-917-0411. Quote reference 10887
£30,000 - £50,000 yearly
Are interested in a career as a financial planner?
Do you hold the Financial Planning Diploma?
Recruit UK are working with an award-winning national IFA who are actively looking for a trainee financial planner to join their Cardiff Team.
Mortgage advice/Personal banking/Desk based investment servicing experience gives you the perfect fundamental experience to become a successful financial adviser, as much of the process, from the fact find to delivery of the product is similar.
What’s on offer:
Salary up to £35k
Excellent bonus potential
Comprehensive training and onboarding process
All clients provided
Hardworking and motivated
Level 4 Diploma in Financial Planning
Excellent client skills
Ability to communicate effectively over the phone
Desire to become a Financial Planner
This role will see you giving financial advice and looking to obtain CAS in 6-12 months. Following a successful tenure within team, there will be internal promotion opportunities available. They will also facilitate further studies to enable you to get up to chartered status which will broaden the scope of advice you can give.
For further information regarding this role please contact Ryan Bartlett on 01179170410 or email firstname.lastname@example.org (quote – Ref – 12365).
We are working with a large accounting and consulting firm who are looking to employ a financial adviser to join the firm. You will be responsible for ensuring that clients are provided with a first class service.
You will be managing a portfolio of clients and delivering a high level of service to ensure retention of a recurring client base whilst generating additional sales where appropriate.
This is a great opportunity for someone who holds a minimum of a level 4 diploma in financial planning, with CAS and holds experience of providing quality advise to high net worth clients.
You will have full support from a paraplanning, compliance and administration team to help with the delivery of the service you are providing.
A competitive salary with a great benefits package such as 8% matched pension, DIS, PMI and flexible benefits.
For more information on this role please contact Louise Bibb on 01179170416 or email Louise.email@example.com
Quote reference 12361
Our client is a growing prestigious financial services firm that provides advice to both private and corporate clients in all areas of financial planning.
They believe that the strength in their business comes from their personnel where they have teams of advisers and support staff that are highly trained and qualified.
This is an exciting opportunity for an experienced Paraplanner to work with our client based in their Cardiff office. The right candidate will be Level 4 Diploma qualified and be willing to develop their skills and qualifications further. Additionally, they will have relevant experience in report writing with an analytical and methodical approach.
Main duties will include:
· Providing full paraplanning support to advisers
· Preparing suitability reports
· Researching and analysing products
· Dealing with client queries and providing technical assistance
· Build good working relationships with providers, clients and prospects
This is an excellent opportunity to join a market leading organisation with the opportunity to progress within the company. A competitive salary of up to £42,000 is on offer with a twice-yearly bonus among other benefits.
For further information regarding this role please contact Ryan Bartlett on 01179170410 or email firstname.lastname@example.org (quote – Ref – 12349).
This is a great opportunity to work on the outskirts of Bristol within a very friendly and growing wealth management company. My client is looking for an ethical financial adviser to come join the business at a very exciting time!
Each adviser has their own designated paraplanner with full administration with full backing and support from the managing directors of the business.
This role would suit an adviser that is able to bring a minimum of £5million AUM, and always puts the clients first. Leads will be provided, and referrals will be directed towards the new adviser.
There is an exit strategy built into the contract, you will receive three quarters of your salary 3 years after you have retired.
Packages are discussed on a case by case basis, but pensions, income protection etc is included.
For more information on this role please contact Louise Bibb on 01179170416 or email email@example.com
Quote ref 12326
Recruit UK are working with one of the UK’s leading Financial Service firms who are pioneers in the Pension and Investment market. Through their many years in the industry, they have developed an excellent client proposition which is key to their continued growth.
Their advisers are divided into a number of regionals teams across the UK. This small team focus allows for an excellent level of ongoing training and development from a dedicated area manager.
Due to increasing demand they have an exciting opportunity for an adviser to join their East Midlands team. This is a dynamic and very well performing team.
What’s on offer?
Competitive salary up to £42,000
Industry leading bonus with £85,000 OTE (on target earnings)
Comprehensive benefits with attractive pension
Existing HNW clients and new client referrals
Full back office support
Ongoing training and development including further exams
Experienced Holistic Financial Planner
Level 4 Diploma (chartered/working towards)
Expertise in Pensions, Investments, IHT
Proven track record of success
Ability to work independently
This is an excellent opportunity to align yourself to one of the most trusted names in Financial Advice, and build up a loyal base of clients with a long-term view. This is a firm which supports and rewards those with an entrepreneurial flare.
If you feel this could be the right opportunity for you then submit your details and our consultant, Russell Davies or email directly on 01179170418 or firstname.lastname@example.org will contact you to run through the proposition.
Quote reference 12306
Opportunity to train as a Financial Adviser within a well-established financial advice practice who have significant growth plans. They are privately owned, independent and directly authorised, they work with both corporate and private clients throughout the region and are looking to recruit a Trainee Adviser to support one of their high performing Financial Advisers.
This would suit a candidate who is close to obtaining or holds their level 4 diploma, has great communication skills and a work hard ethic. They are keen to talk with candidates who have a passion to build a career in financial planning.
This is a fantastic opportunity to work closely with a successful company director. Competitive salary on offer, the firm will help you achieve CAS and clients will be provided.
For more information on this role please contact Keely Parsons on 01179 170 417. Quote reference 12298