RECRUIT UK

Recruit UK are a specialist recruitment firm for the financial services industry throughout the UK. We operate at the top end of the market identifying candidates in the best 30% of talent for leading financial services providers of all sizes. We combine traditional values with a modern approach that embraces technological advances to maximise the value we offer to our clients. Our team is packed with seasoned Financial Services professionals who will use their backgrounds to deliver exactly the right candidate or career progression that you are looking for.

Contact us on 01179-450450, for a confidential discussion on your next step. 

£70,000 - £95,000 yearly
Recruit UK Central London, London, UK
17/07/2018
Full time
Recruit UK are representing an award-winning Financial Planning and Investment Management firm who are looking to hire a Financial Planner for their London team. Due to a departing adviser, there is a client book of 50 HNW individuals to take over. This is a fully integrated advice firm which provides their clients with bespoke Financial Planning and Investment Management from 8 regional offices across the UK. What’s on offer: Competitive salary of £70,000-£95,0000 High bonus potential (average 40% - 50%) Comprehensive benefits package (PMI, DIS, Pension, STL) Full back office support from a technical team (40 supporting 15 advisers) Flexibility around home working Portfolio of 50 HNW clients to work with High level of referrals from marketing/sales team Excellent long-term career opportunities They are seeking a professional Chartered Financial Planner who has a proven track record of providing bespoke, holistic financial advice to private clients. A strong career history coupled with a commitment to continued professional development. This is a role where your longevity and long-term commitment will be recognised and rewarded. If you are interested, please submit your details and our consultant, Thomas Barton-Howarth, will be in contact to discuss in further detail.  
£44,500 yearly
Recruit UK Carlisle, UK
02/07/2018
Full time
Home Based Financial Advisor, Starting at £44.5k base (£73k OTE in first year), +car/bens   I am working with a leading UK Financial Advice company. Since being founded in 1841, my client has established itself as a proud provider of financial services. They are a mutual organisation with no shareholders to consider which means they are naturally focused on keeping their members interests at the heart of everything they do.   They have a long-standing heritage of providing specialist financial advice and solutions to a select group of professional clients, most notably GPs, hospital doctors, dentists, teachers and lawyers.   Ongoing growth and development are key factors within their stated objective of being the best in their chosen markets and to support this they are proud to offer products and services from a range of providers complemented by their own.   They now have an opportunity for a home-based Financial Advisor to join their team, specialising in one of their chosen markets and helping continue their forward momentum.   You will already have a solid commercial background and a proven track record of currently or previously delivering sound financial advice being qualified to at least QCF Level 4. You will also possess considerable interpersonal skills in order to be effective in helping busy professionals with often complicated financial planning needs.   Experience in one of their markets will be a distinct advantage but is not a necessity as they will provide you with comprehensive knowledge and training from the outset.     What they offer A competitive basic salary of circa £44,500, depending on qualifications and experience, with significant salary progression opportunities Participation in quarterly and annual bonus schemes Realistic on-target earnings of circa £73,000 in your first year 25 days holiday (plus Bank Holidays) Company car or car allowance Generous company pension scheme with up to 10% employer matched contributions Flexible benefits scheme Plus all the support and training that you will need to develop your skills as a financial advisor.   But this is just the start – they also provide their Financial Advisors with appointment booking assistance meaning that you can focus much more of your time on delivering advice, plus all the benefits you would expect from working within a large mutual organisation including help with complex cases, technical guidance and a framework that promotes business growth.   Please contact Andrew Nicholson on tel 01179170415 or email him at  andrew.nicholson@recruitukltd.co.uk  if you are interested in this opportunity.
£55,000 yearly
Recruit UK London, UK
02/07/2018
Full time
Are you a technical consultant / senior paraplanner who’s looking to work for a very well respected chartered financial planning firm based in Central London? Recruit UK is pleased to be representing a boutique wealth planner, asset manager and employee benefits specialist; a company build on integrity and trust, because doing what is right for their clients is best for their business. Based in central London, this client requires someone exceptional, experienced and technical to join their paraplanning team. The role of the technical consultant / senior paraplanner : Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting. Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others. Producing comprehensive and clear suitability letters for clients. Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes. Communicating these models to each client in person and subsequently in writing. Dealing with queries and modified scenarios as required. Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning. Carrying out regular reviews of clients’ financial plans, circumstances and objectives. Dealing with complex and technical client queries as and when they arise. What’s on offer: Attractive salary of up to £55K+ dependent on experience and qualifications. Staff pensions scheme Discretionary bonus scheme Full benefits such as PMI and DIS The technical consultant / senior paraplanner  must have: Be in a paraplanning role involving direct contact with sophisticated high net worth clients Have 5+ years’ experience within the independent sector of the financial services industry Be working towards becoming a Chartered Financial Planner (or IFP equivalent) Have broad knowledge of esoteric products, including VCT and EIS investments and structured products Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers If you would like to apply for this technical consultant / senior paraplanner position, please contact Melissa on 01179-170 413. Quote ref 12637
£50,000 - £75,000 yearly
Recruit UK Cardiff, UK
26/06/2018
Full time
Recruit UK are representing an established national IFA firm which has completed numerous acquisitions to date and have seen their profits increase by 83% over the last year. They are looking for an IFA to take on an existing client base around the Cardiff and Swansea areas. On top of the existing clients they also have a high level of referrals to work with. The role includes: * Existing client portfolio + high level of qualified leads * Competitive salary up to £50-£75k (dependent on qualifications/experience) * £400 per month car allowance * Defined bonus worked out through validation (no grey area with earnings) * Comprehensive benefits: Pension, Share options etc.. * Laptop/Phone * Full back office support (Dedicated Paraplanners/Admin/Pension Transfer Team) * Ring fence existing clients on joining * Option to go self-employed in future They are looking for an Adviser with a broad range of experience across Financial Planning and the ability to work effectively from home and provide a professional service. They will also consider Advisers on a self-employed basis for the same role (clients provided). For further information regarding this role please contact Ryan Bartlett on 01179-170410 or email ryan.bartlett@recruitukltd.co.uk (quote reference – 12683).
£50,000 - £70,000 yearly
Recruit UK Edinburgh, UK
26/06/2018
Full time
We are representing a successful and award winning UK independent financial advisory firm with over £1.6billion funds under management they specialise in providing financial advice to Private clients. They are the preferred supplier to household name professional introducers generating quality client leads for their advisers across the UK. They have over 150 advisers nationwide. They have a strong inhouse investment team. They use the latest technology and advice systems to enable advisers to offer clients a quality advice service. Advisers are fully supported by paraplanners and administrators. They provide you with lead generation, client banks, local marketing & business generation support. Role: Our client has a national presence they are currently seeking an employed Level 4 Diploma qualified Financial Adviser to join their firm to provide holistic financial planning advice to existing clients and new clients generated from their professional introducers. They specifically need an adviser in the Glasgow / Edinburgh area to deal with existing clients in this area. This is an excellent opportunity to build up a profitable client bank and be part of a leading IFA advice company. Who would be suitable for this opportunity? Financial Advisers: * Employed roles starting salary up to £50k dependent on experience * Who want to grow a client base within a leading UK IFA business with real potential for high earnings with the ongoing support of Business Development Managers. * Seeking a generous client lead supply and existing clients * Suitably motivated to build a client bank from quality leads provided * Want to work with existing professional connections/introducers * Wanting to benefit from recurring income year on year * Providing regulated financial advice and have obtained the level 4 diploma in financial planning * Want strong admin and paraplanning support * Possessing strong relationship building skills * Who can effectively work home based * Who can successfully grow their business without being micromanaged. If you are interested to discuss this opportunity please contact Andrew Nicholson on 01179-170415 quoting 12689 or send him a quick email andrew.nicholson@recruitukltd.co.uk
Recruit UK heathrow
22/06/2018
Full time
Recruit UK are representing an established national IFA firm which has completed numerous acquisitions to date and have seen their profits increase by 83% over the last year. They are looking for an IFA to take on an existing client base around the Heathrow area. On top of the existing clients, they have a high level of referrals to work with. What’s on offer: Existing client portfolio + high level of qualified leads Competitive salary up to £50-£75k (dependent on qualifications/experience) Car Allowance of £5k per annum Defined bonus worked out through validation (no grey area with earnings) Comprehensive benefits: Pension, Share options etc.. Laptop/Phone Full back office support (Dedicated Paraplanners/Admin/Pension Transfer Team) Ring fence existing clients on joining Option to go self-employed in future   They are looking for an adviser with a broad range of experience across Financial Planning and the ability to work effectively in a home based set up. They will also consider advisers on a self-employed basis for the same role (clients provided). If you feel this role could be of interest, then submit your details and I will get in contact to discuss in further detail. Alternatively, give me a call on 01179 170 414. Quote reference 12565