We have a great opportunity for an ambitious Paraplanner to join the growing Informed Choice team.
Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios.
Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills.
You will be able to demonstrate outstanding written communication skills, with the ability to communicate clearly with colleagues and clients.
A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable.
This role is based in our Cranleigh head office or our Petersfield office.
We offer a Competitive salary and benefits package based on experience, a great team spirt and an attractive place to work.
If you think you have the right stuff to enhance the Informed Choice team, please send a covering letter along with your CV to Martin at martin@icfp.co.uk or apply via Financial Planning Jobs.
• Mention Financial Planning Jobs when applying for this role or seeking further information
13/09/2019
Full time
We have a great opportunity for an ambitious Paraplanner to join the growing Informed Choice team.
Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios.
Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills.
You will be able to demonstrate outstanding written communication skills, with the ability to communicate clearly with colleagues and clients.
A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable.
This role is based in our Cranleigh head office or our Petersfield office.
We offer a Competitive salary and benefits package based on experience, a great team spirt and an attractive place to work.
If you think you have the right stuff to enhance the Informed Choice team, please send a covering letter along with your CV to Martin at martin@icfp.co.uk or apply via Financial Planning Jobs.
• Mention Financial Planning Jobs when applying for this role or seeking further information
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
10/09/2019
Full time
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
10/09/2019
Full time
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
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
10/09/2019
Full time
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
Job Title: Trainee Financial Planner
Industry: Financial Planning
Location: Worcester
Salary: £20,000+ plus bonus
Reference Number: 13821
Job Description: Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Worcester to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are keen to develop their next generation of financial planners through their supportive training academy.
This is a direct authorised and proudly independent advice firm based with multiple offices within the Worcestershire area. Having been established for over 30 years this is a business that truly understands the importance of excellent client care and the rewarding relationships that they have developed throughout the area over the years. The business continues to grow organically through existing client referrals and established professional introducer relationships with local solicitors and accountancy practices.
As a genuinely independent IFA firm, they are proud to offer a complete and holistic service to their clients, advising and planning around the individual's financial needs. The business is set up with a real emphasis on creating a comprehensive yet smooth approach to the individual client's requirements. They have a highly experienced and slick back office team who understand the importance of providing clients with comprehensive support in a timely manner.
This role would see you working alongside and being mentored by an experienced financial adviser. The structure will give you complete exposure to the entire client journey, going out on client visits, researching and recommending products and supporting the client throughout the process. You will also receive a bonus from a business that you work on without the need to validate against salary.
Full training will be provided including funding studies through to diploma and beyond. Unusually they do not require you to have already completed the level 4 diploma however experience within a financial planning business and relevant studies would be preferential.
These opportunities do not come around every day of the week, so if this is of interest please don’t hesitate to contact me to discuss.
What’s in it for you:
Supportive Training and Mentoring
Bonus paid against written business
Fully funded exam support through to chartered
Clear and defined career progression
Skills and experience required:
Motivation to build a long term career in financial planning
Experience in financial planning preferably in an IFA environment
Excellence in client care
An entrepreneurial mindset
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 a Financial Planning firm based in Worcester on a Trainee 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.
06/09/2019
Full time
Job Title: Trainee Financial Planner
Industry: Financial Planning
Location: Worcester
Salary: £20,000+ plus bonus
Reference Number: 13821
Job Description: Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Worcester to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are keen to develop their next generation of financial planners through their supportive training academy.
This is a direct authorised and proudly independent advice firm based with multiple offices within the Worcestershire area. Having been established for over 30 years this is a business that truly understands the importance of excellent client care and the rewarding relationships that they have developed throughout the area over the years. The business continues to grow organically through existing client referrals and established professional introducer relationships with local solicitors and accountancy practices.
As a genuinely independent IFA firm, they are proud to offer a complete and holistic service to their clients, advising and planning around the individual's financial needs. The business is set up with a real emphasis on creating a comprehensive yet smooth approach to the individual client's requirements. They have a highly experienced and slick back office team who understand the importance of providing clients with comprehensive support in a timely manner.
This role would see you working alongside and being mentored by an experienced financial adviser. The structure will give you complete exposure to the entire client journey, going out on client visits, researching and recommending products and supporting the client throughout the process. You will also receive a bonus from a business that you work on without the need to validate against salary.
Full training will be provided including funding studies through to diploma and beyond. Unusually they do not require you to have already completed the level 4 diploma however experience within a financial planning business and relevant studies would be preferential.
These opportunities do not come around every day of the week, so if this is of interest please don’t hesitate to contact me to discuss.
What’s in it for you:
Supportive Training and Mentoring
Bonus paid against written business
Fully funded exam support through to chartered
Clear and defined career progression
Skills and experience required:
Motivation to build a long term career in financial planning
Experience in financial planning preferably in an IFA environment
Excellence in client care
An entrepreneurial mindset
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 a Financial Planning firm based in Worcester on a Trainee 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.
Job Title: Wealth Planner
Industry: Financial Services
Location: Bristol
Salary: up to £120,000
Reference Number: 13704
Job Description: Recruit UK are working on an excellent opportunity for a Wealth Planner in Bristol to join a Wealth Management Firm.
This firm specialises in really understanding their clients' needs and the purpose that their wealth serves by helping them to avoid financial setback and address their key concerns for maintaining, protecting and growing their wealth.
By creating bespoke written financial plans and using technical knowledge and capabilities you will see yourself helping your clients make prudent investment decisions to maintain their quality of life.
As a wealth planner, you will be working co-creatively with your clients, helping them develop a framework and provide answers to understanding their financial assets and goals.
As a fee-only and wholly independent business this allows you to to provide high-quality service without a conflict of interest, clients have an unclouded view of objectives and an unlimited choice of planning strategies, solving complex planning issues will enable you to help your clients save a significant cost!
If you have experience of working with clients who have a minimum of 1 Million AUM to invest and want to join a firm that prides themselves on meeting and exceeding client’s expectations, then look no further!
What’s in it for you:
Opportunity to take on an existing client bank
Paraplanning and administration support
Client attraction and marketing support
Skills and experience required:
Diploma (Dip PFS) or equivalent, ideally Chartered status
Proven ability to deal with new and existing clients on a fee basis
Ability to work under pressure and to meet deadlines
Ability to understanding and communicate advice practices and processes clearly and effectively
Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions
Have experience of working with UHNW clients.
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 a Wealth Management Firm based in Bristol on a Wealth Planning 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.
• Mention Financial Planning Jobs when you apply
06/09/2019
Full time
Job Title: Wealth Planner
Industry: Financial Services
Location: Bristol
Salary: up to £120,000
Reference Number: 13704
Job Description: Recruit UK are working on an excellent opportunity for a Wealth Planner in Bristol to join a Wealth Management Firm.
This firm specialises in really understanding their clients' needs and the purpose that their wealth serves by helping them to avoid financial setback and address their key concerns for maintaining, protecting and growing their wealth.
By creating bespoke written financial plans and using technical knowledge and capabilities you will see yourself helping your clients make prudent investment decisions to maintain their quality of life.
As a wealth planner, you will be working co-creatively with your clients, helping them develop a framework and provide answers to understanding their financial assets and goals.
As a fee-only and wholly independent business this allows you to to provide high-quality service without a conflict of interest, clients have an unclouded view of objectives and an unlimited choice of planning strategies, solving complex planning issues will enable you to help your clients save a significant cost!
If you have experience of working with clients who have a minimum of 1 Million AUM to invest and want to join a firm that prides themselves on meeting and exceeding client’s expectations, then look no further!
What’s in it for you:
Opportunity to take on an existing client bank
Paraplanning and administration support
Client attraction and marketing support
Skills and experience required:
Diploma (Dip PFS) or equivalent, ideally Chartered status
Proven ability to deal with new and existing clients on a fee basis
Ability to work under pressure and to meet deadlines
Ability to understanding and communicate advice practices and processes clearly and effectively
Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions
Have experience of working with UHNW clients.
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 a Wealth Management Firm based in Bristol on a Wealth Planning 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.
• Mention Financial Planning Jobs when you apply
Job Title: Technical Paraplanner
Industry: Financial Services
Location: Guildford
Salary: £40,000 – £50,000
Reference: 13962
Job Description:
Recruit UK are working on an excellent opportunity for a Senior paraplanner in Guildford to join one an independent financial planning firm.
They are looking for a technical paraplanner to come in and work closely with the paraplanning manager to help lead the team of paraplanners to guarantee the production of high-quality advice. This is a senior position in which you will apply knowledge and a detailed understanding of the advice process.
Responsibilities:
You will be providing paraplanning support to a team of Financial Planners and work alongside them with the advice strategies. Along with this, you will also work closely with both the Managing Director and Paraplanning manager on running the investment committee.
The paraplanning manager will be working closely with you and will be requiring assistance in managing the paraplanning team.
They are committed to professional development and are more than happy to support you through this journey in getting up to Chartered Fellow.
Skills and experience required:
Experience in a technical paraplanning role
Excellent knowledge of pensions trusts and investments,
Strong investment and fund knowledge
Teamworking ethos
Excellent written and verbal communication skills
Driven to deliver a first-class service to clients
Strong personal skills
Client-focused
Attention to 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 independent financial planning firm based in London on a trainee financial planning 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.
06/09/2019
Full time
Job Title: Technical Paraplanner
Industry: Financial Services
Location: Guildford
Salary: £40,000 – £50,000
Reference: 13962
Job Description:
Recruit UK are working on an excellent opportunity for a Senior paraplanner in Guildford to join one an independent financial planning firm.
They are looking for a technical paraplanner to come in and work closely with the paraplanning manager to help lead the team of paraplanners to guarantee the production of high-quality advice. This is a senior position in which you will apply knowledge and a detailed understanding of the advice process.
Responsibilities:
You will be providing paraplanning support to a team of Financial Planners and work alongside them with the advice strategies. Along with this, you will also work closely with both the Managing Director and Paraplanning manager on running the investment committee.
The paraplanning manager will be working closely with you and will be requiring assistance in managing the paraplanning team.
They are committed to professional development and are more than happy to support you through this journey in getting up to Chartered Fellow.
Skills and experience required:
Experience in a technical paraplanning role
Excellent knowledge of pensions trusts and investments,
Strong investment and fund knowledge
Teamworking ethos
Excellent written and verbal communication skills
Driven to deliver a first-class service to clients
Strong personal skills
Client-focused
Attention to 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 independent financial planning firm based in London on a trainee financial planning 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.
Financial Planners
Appointed representatives or Registered individuals
IFA, Restricted or Hybrid
Across the UK!
Recruit UK are working on an excellent opportunity for a Financial Planner in the UK to join a National Wealth Management Firm.
Recruit UK are pleased to be working in partnership with a national wealth management firm, 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 our client 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.
You can join as a RI or an AR and still benefit from the same competitive fee splits as low as 8%, 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 adviser academy!
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.
Our client will 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 them 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
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
Own technology, back-office systems, and IT team has 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.
Training and competence scheme include 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
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
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
Marketing support includes brand development, newsletters, PR, social media and website management and design
Back office support
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 the company
Additional support from the centralised head office team includes compliance and risk professionals, regulatory gurus and DB pension experts
Skills and experience required:
Level 4 Diploma in Financial Planning
Previous Financial Advice Experience
If this sounds of interest to you and you would like more information on this opportunity, please do not hesitate to get in contact with us here at Recruit UK!
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 a National Wealth Management Firm based in the UK on a Financial Planning 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.
06/09/2019
Full time
Financial Planners
Appointed representatives or Registered individuals
IFA, Restricted or Hybrid
Across the UK!
Recruit UK are working on an excellent opportunity for a Financial Planner in the UK to join a National Wealth Management Firm.
Recruit UK are pleased to be working in partnership with a national wealth management firm, 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 our client 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.
You can join as a RI or an AR and still benefit from the same competitive fee splits as low as 8%, 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 adviser academy!
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.
Our client will 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 them 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
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
Own technology, back-office systems, and IT team has 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.
Training and competence scheme include 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
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
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
Marketing support includes brand development, newsletters, PR, social media and website management and design
Back office support
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 the company
Additional support from the centralised head office team includes compliance and risk professionals, regulatory gurus and DB pension experts
Skills and experience required:
Level 4 Diploma in Financial Planning
Previous Financial Advice Experience
If this sounds of interest to you and you would like more information on this opportunity, please do not hesitate to get in contact with us here at Recruit UK!
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 a National Wealth Management Firm based in the UK on a Financial Planning 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.
Christie Financial Planning Ltd is a highly reputable and well regarded Chartered IFA firm in Glasgow. We have a new opportunity for an experienced Sales Support Administrator to join our company.
Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanners (mainly individual Life & Pensions). Other duties include maintaining client information using Intelligent Office, commission and fee reconciliations and inputting client data onto various platforms which include Old Mutual Wealth, 7IM and Transact. A high standard of word processing skills is essential.
You will also be responsible for front of office, dealing with telephone enquiries and meeting visitors and clients.
Ideally you will already have passed some financial exams and you will be encouraged to progress with further exams. Any training will be fully funded by the company.
A competitive package is available to the successful candidate.
• Please mention Financial Planning Jobs when applying for this role
16/08/2019
Full time
Christie Financial Planning Ltd is a highly reputable and well regarded Chartered IFA firm in Glasgow. We have a new opportunity for an experienced Sales Support Administrator to join our company.
Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanners (mainly individual Life & Pensions). Other duties include maintaining client information using Intelligent Office, commission and fee reconciliations and inputting client data onto various platforms which include Old Mutual Wealth, 7IM and Transact. A high standard of word processing skills is essential.
You will also be responsible for front of office, dealing with telephone enquiries and meeting visitors and clients.
Ideally you will already have passed some financial exams and you will be encouraged to progress with further exams. Any training will be fully funded by the company.
A competitive package is available to the successful candidate.
• Please mention Financial Planning Jobs when applying for this role
