Job Title: Associate Financial Planner
Industry: Financial Advice
Location: City of London
Salary: up to £50,000
Reference Number: 13774
Job Description:
Recruit UK are working on an excellent opportunity for an Associate Financial Planner in London to join a wealth planning division of a leading law firm.
This is a specialist Financial Planning team which advise clients going through Personal Injury and Court of Protection cases. These are individuals in line to receive large capital events who require complex Financial Planning to provide long term security.
This is a great opportunity to develop a specialism within a growing sector of the Financial Advice market. You will focus on both pre and post-settlement, working closely with clients at all stages of the process.
This is an associate level role, with fast track development into a Financial Planner. You will receive full training through working closely with a senior FP. Salary/earnings will increase considerably once the transition to full FP role is made.
What’s in it for you:
Salary up to £50,000 + c30% annual bonus
£5,000 car allowance
Life cover & critical illness
Full support with professional development
Excellent career progression
Skills and experience required:
Level 4 Financial Planning Diploma (CII, CISI, LIBF)
3 years of industry experience
Full understanding of FP process
Ability to deal with complex client situations
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 planning division of a leading law firm based in London on an associate 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.
05/07/2019
Full time
Job Title: Associate Financial Planner
Industry: Financial Advice
Location: City of London
Salary: up to £50,000
Reference Number: 13774
Job Description:
Recruit UK are working on an excellent opportunity for an Associate Financial Planner in London to join a wealth planning division of a leading law firm.
This is a specialist Financial Planning team which advise clients going through Personal Injury and Court of Protection cases. These are individuals in line to receive large capital events who require complex Financial Planning to provide long term security.
This is a great opportunity to develop a specialism within a growing sector of the Financial Advice market. You will focus on both pre and post-settlement, working closely with clients at all stages of the process.
This is an associate level role, with fast track development into a Financial Planner. You will receive full training through working closely with a senior FP. Salary/earnings will increase considerably once the transition to full FP role is made.
What’s in it for you:
Salary up to £50,000 + c30% annual bonus
£5,000 car allowance
Life cover & critical illness
Full support with professional development
Excellent career progression
Skills and experience required:
Level 4 Financial Planning Diploma (CII, CISI, LIBF)
3 years of industry experience
Full understanding of FP process
Ability to deal with complex client situations
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 planning division of a leading law firm based in London on an associate 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
05/07/2019
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: Financial Adviser
Industry: Financial Planning
Location: South Wales
Salary: £40,000-£80,000
Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in south Wales to join a successful and dynamic Financial Planning firm. Well established, the company have been providing high-quality financial planning advice to a wide range of clients including private individuals, business owners, professionals, retirees and families.
The company is directly authorised and fully independent offering a wide range of services including but not limited to investments, retirement planning and estate planning.
They have tasked Recruit UK with finding eager, progressive and qualified Financial Advisers who ideally will have transferrable assets under management (AUM).
In return, they can offer a salaried role (salary and bonus dependent on the individual and the AUM they can novate) where in addition they have the structure and technology that will help an Adviser achieve higher levels of income. What’s in it for you:
Opportunity to join a successful and growing financial planning firm
Modern office building based off the M4 with excellent transport links
Technologically advanced with hi-tech business processes in place
Very experienced and forward-thinking Director who’s willing to work with less experienced Advisers and provide further guidance
Working with a company that have exceptionally high standards and professionalism
An opportunity that will help an Adviser achieve even higher levels of income and become part of a dynamic and exciting firm.
Salaried role: dependent on transferrable AUM (open to discussion but very competitive) and experience
Skills and experience required:
Level 4 Diploma in Financial Planning
Experienced Adviser with transferrable AUM
Technical and knowledgeable Adviser
Professional Adviser with excellent communication skills
Self-sufficient in terms of business
Recruiters contact info:
Name: Ryan Bartlett Email: ryan.bartlett@recruitukltd.co.uk Tel: 01179 170410 WhatsApp/mobile: 07399 163960 Job Reference: 13570
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 south Wales on a Financial Adviser opportunity.
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 •
05/07/2019
Full time
Job Title: Financial Adviser
Industry: Financial Planning
Location: South Wales
Salary: £40,000-£80,000
Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in south Wales to join a successful and dynamic Financial Planning firm. Well established, the company have been providing high-quality financial planning advice to a wide range of clients including private individuals, business owners, professionals, retirees and families.
The company is directly authorised and fully independent offering a wide range of services including but not limited to investments, retirement planning and estate planning.
They have tasked Recruit UK with finding eager, progressive and qualified Financial Advisers who ideally will have transferrable assets under management (AUM).
In return, they can offer a salaried role (salary and bonus dependent on the individual and the AUM they can novate) where in addition they have the structure and technology that will help an Adviser achieve higher levels of income. What’s in it for you:
Opportunity to join a successful and growing financial planning firm
Modern office building based off the M4 with excellent transport links
Technologically advanced with hi-tech business processes in place
Very experienced and forward-thinking Director who’s willing to work with less experienced Advisers and provide further guidance
Working with a company that have exceptionally high standards and professionalism
An opportunity that will help an Adviser achieve even higher levels of income and become part of a dynamic and exciting firm.
Salaried role: dependent on transferrable AUM (open to discussion but very competitive) and experience
Skills and experience required:
Level 4 Diploma in Financial Planning
Experienced Adviser with transferrable AUM
Technical and knowledgeable Adviser
Professional Adviser with excellent communication skills
Self-sufficient in terms of business
Recruiters contact info:
Name: Ryan Bartlett Email: ryan.bartlett@recruitukltd.co.uk Tel: 01179 170410 WhatsApp/mobile: 07399 163960 Job Reference: 13570
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 south Wales on a Financial Adviser opportunity.
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 •
Job Title: Financial Planner
Industry: Financial Services
Location: Shrewsbury
Salary: £45,000 - £55,000 plus bonus
Reference Number: 13659
Job Description: Recruit UK are working on an excellent opportunity for a Financial Planner in Shrewsbury to join a Financial Planning firm. This is a chance to join an established yet still boutique Wealth Management business who are looking for an experienced adviser to service and grow an existing sizeable and lucrative client bank.
There is a genuinely client-centric feel to the business and with the existing client bank having been established over many years it is critical that excellence in client care is at the heart of your approach. The incumbent adviser will personally introduce you to their clients ensuring a smooth and secure transfer of business.
The business prides itself on the slickness of its systems along with the quality of its back office and compliance teams. All Administration and Paraplanning will be taken care of for you, allowing you to focus on maintaining and growing your presence in the Shrewsbury area.
This will effectively be a satellite office as the head office of the business is based outside of the West Midlands area. You will have full access to the remote Paraplanning services however should you prefer to have a Paraplanner based in the Shrewsbury office, that you will also have full access to then they are also happy to facilitate this arrangement.
What’s in it for you:
Full Paraplanning / Administration support
Bespoke, slick back office systems.
First-year earnings potentially in excess of £100,000
Skills and experience required:
Diploma in Financial Planning
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 Shrewsbury on a 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 •
05/07/2019
Full time
Job Title: Financial Planner
Industry: Financial Services
Location: Shrewsbury
Salary: £45,000 - £55,000 plus bonus
Reference Number: 13659
Job Description: Recruit UK are working on an excellent opportunity for a Financial Planner in Shrewsbury to join a Financial Planning firm. This is a chance to join an established yet still boutique Wealth Management business who are looking for an experienced adviser to service and grow an existing sizeable and lucrative client bank.
There is a genuinely client-centric feel to the business and with the existing client bank having been established over many years it is critical that excellence in client care is at the heart of your approach. The incumbent adviser will personally introduce you to their clients ensuring a smooth and secure transfer of business.
The business prides itself on the slickness of its systems along with the quality of its back office and compliance teams. All Administration and Paraplanning will be taken care of for you, allowing you to focus on maintaining and growing your presence in the Shrewsbury area.
This will effectively be a satellite office as the head office of the business is based outside of the West Midlands area. You will have full access to the remote Paraplanning services however should you prefer to have a Paraplanner based in the Shrewsbury office, that you will also have full access to then they are also happy to facilitate this arrangement.
What’s in it for you:
Full Paraplanning / Administration support
Bespoke, slick back office systems.
First-year earnings potentially in excess of £100,000
Skills and experience required:
Diploma in Financial Planning
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 Shrewsbury on a 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 •
Working on behalf of a firm of Award-winning Financial Advisers, we are seeking an experienced, qualified Paraplanner to be based in their head office near Weybridge.
Our client are a UK-Wide group with offices throughout the country and provide specialist financial planning advice and investment services to businesses, charities, individuals and their families.
Working as a Paraplanner in the Weybridge office, you will be supporting four of the Practice’s Partners, dealing with HNW clients that specifically require wealth management, estate planning and other financial planning (i.e. business personal protection). You will be carrying out high quality research on the full range of financial planning products and be required to write bespoke reports that are specifically tailored to the client’s requirements. Duties associated with the role will include, but not be limited to:
To have a thorough understanding of the Company’s advice process, Strategy and Suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales
To understand each client’s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate
Prepare analysis of client’s existing portfolio/holdings
Conducting research and produce client facing Strategy Reports to facilitate business writing opportunities
Prepare research, quotations and high-quality discussion documents for client meetings
Dealing with client and provider correspondence (as part of the research and reporting process)
To deliver a personalised and high-quality service to Partners.
Liaise with colleagues, Compliance and Bankhall to assist the approval and submission of compliant new business.
Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained.
Provide regular updates to the Partners on the progress of their cases so that they feel in control and can manage client expectations.
Develop working relationships with product providers.
Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status.
Work closely with other Paraplanners / Advisers to share ideas and best practice, including assisting the Practice Manager with all aspects of a good customer experience and identify any improvements that can be made.
To participate in appropriate company and departmental training, competence and development initiatives.
We are seeking someone for this role who is at least Level 4 qualified and has previous experience within a similar role, having conducted technical research and written bespoke reports as well as having good knowledge of pre and post retirement scenarios, including pensions transfers and investments and taxation.
You will be an articulate individual, able to understand the Partners’ requirements and obtain information on clients’ existing financial arrangements. You will be professional and able to liaise with colleagues and clients’ of all level, both over the phone and face to face. Experience of working with High Net Worth clients would be highly beneficial.
This is an excellent opportunity for an experienced Paraplanner to join a highly successful and reputable practice who are constantly adapting and changing to the ever-changing market, always putting their clients as their main priority.
• Please mention Financial Planning Jobs when applying for this role •
12/06/2019
Full time
Working on behalf of a firm of Award-winning Financial Advisers, we are seeking an experienced, qualified Paraplanner to be based in their head office near Weybridge.
Our client are a UK-Wide group with offices throughout the country and provide specialist financial planning advice and investment services to businesses, charities, individuals and their families.
Working as a Paraplanner in the Weybridge office, you will be supporting four of the Practice’s Partners, dealing with HNW clients that specifically require wealth management, estate planning and other financial planning (i.e. business personal protection). You will be carrying out high quality research on the full range of financial planning products and be required to write bespoke reports that are specifically tailored to the client’s requirements. Duties associated with the role will include, but not be limited to:
To have a thorough understanding of the Company’s advice process, Strategy and Suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales
To understand each client’s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate
Prepare analysis of client’s existing portfolio/holdings
Conducting research and produce client facing Strategy Reports to facilitate business writing opportunities
Prepare research, quotations and high-quality discussion documents for client meetings
Dealing with client and provider correspondence (as part of the research and reporting process)
To deliver a personalised and high-quality service to Partners.
Liaise with colleagues, Compliance and Bankhall to assist the approval and submission of compliant new business.
Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained.
Provide regular updates to the Partners on the progress of their cases so that they feel in control and can manage client expectations.
Develop working relationships with product providers.
Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status.
Work closely with other Paraplanners / Advisers to share ideas and best practice, including assisting the Practice Manager with all aspects of a good customer experience and identify any improvements that can be made.
To participate in appropriate company and departmental training, competence and development initiatives.
We are seeking someone for this role who is at least Level 4 qualified and has previous experience within a similar role, having conducted technical research and written bespoke reports as well as having good knowledge of pre and post retirement scenarios, including pensions transfers and investments and taxation.
You will be an articulate individual, able to understand the Partners’ requirements and obtain information on clients’ existing financial arrangements. You will be professional and able to liaise with colleagues and clients’ of all level, both over the phone and face to face. Experience of working with High Net Worth clients would be highly beneficial.
This is an excellent opportunity for an experienced Paraplanner to join a highly successful and reputable practice who are constantly adapting and changing to the ever-changing market, always putting their clients as their main priority.
• Please mention Financial Planning Jobs when applying for this role •
Job Title: Junior Financial Planner
Industry: Wealth Management
Location: Chelmsford, Essex
Salary: £35,000 – £45,000
Reference Number: 13801
Job Description:
Recruit UK are working on an exciting opportunity for an aspiring Financial Planner in Chelmsford to join a successful regional team of one of the UK’s leading Wealth Management firms. They are true pioneers in the dual professional, Financial Planning and Investment Management model, managing over £25billion of assets from 30 regional hubs.
You will be joining a dynamic team and will work closely with senior advisers to develop your skills and expertise, giving you the ability to take on your own portfolio of clients. They will train you up in all aspects of the process, including business development, client management and how to work effectively with the in-house investment team.
This is an excellent opportunity for an Associate/Assistant level adviser or a paraplanner who is lacking progression in their current role and is looking for a company which is committed to their development.
What’s in it for you:
Salary between £35,000-£45,000
Performance related bonus
Attractive benefits
Extensive training and development
Fully funded studies up to Chartered Fellow
Clear cut progression up to Director/Partner
Skills and experience required:
Level 4 Diploma – Financial Planning (CII, CISI or CISI)
Experience working Wealth/Private client advice
Strong understanding of the Financial Planning process
Commitment to a career as a Financial Planner (desire to progress)
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 UK leading Wealth Management firm based in Chelmsford on a Junior Financial Adviser 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 website when applying for this role •
04/06/2019
Full time
Job Title: Junior Financial Planner
Industry: Wealth Management
Location: Chelmsford, Essex
Salary: £35,000 – £45,000
Reference Number: 13801
Job Description:
Recruit UK are working on an exciting opportunity for an aspiring Financial Planner in Chelmsford to join a successful regional team of one of the UK’s leading Wealth Management firms. They are true pioneers in the dual professional, Financial Planning and Investment Management model, managing over £25billion of assets from 30 regional hubs.
You will be joining a dynamic team and will work closely with senior advisers to develop your skills and expertise, giving you the ability to take on your own portfolio of clients. They will train you up in all aspects of the process, including business development, client management and how to work effectively with the in-house investment team.
This is an excellent opportunity for an Associate/Assistant level adviser or a paraplanner who is lacking progression in their current role and is looking for a company which is committed to their development.
What’s in it for you:
Salary between £35,000-£45,000
Performance related bonus
Attractive benefits
Extensive training and development
Fully funded studies up to Chartered Fellow
Clear cut progression up to Director/Partner
Skills and experience required:
Level 4 Diploma – Financial Planning (CII, CISI or CISI)
Experience working Wealth/Private client advice
Strong understanding of the Financial Planning process
Commitment to a career as a Financial Planner (desire to progress)
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 UK leading Wealth Management firm based in Chelmsford on a Junior Financial Adviser 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 website when applying for this role •
Job Title: Employed Independent Financial Adviser
Industry: Financial Services
Location: Hampshire / Dorset
Salary: £50,000 - £80,000
Reference Number: 13794
Job Description: Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Hampshire / Dorset to join an IFA company.
This IFA practice offers a dual Financial Planning and Wealth Management Proposition to a diverse range of clientele, with a focus on building genuine long-term relationships while providing effective and appropriate Financial Advice.
This practice has already received recognition as one of the most influential IFAs in the country and has experienced year on year growth since their establishment. They've got a structured growth plan due to the consistent increase of new business.
As a result, they’ve recently acquired a client bank of over 400 clients AUM circa £80mil to distribute responsibility for. They’re seeking a high quality, loyal adviser that will relish this opportunity.
What’s in it for you:
Immediate access to an HNW client bank
Full back office and paraplanning support
Competitive and generous salary
Discretionary bonus
Exam support
Established CIP and access to DFM’s
Company benefits include; death in service, private medical insurance, income protection, pension, travel and dental cover
Skills and experience required:
Level 4 Diploma in Financial Services
Preferably on your way to or willing to achieve Chartered Status
Hold CAS /SPS (or held within the last year)
Ideally 5 years’ experience in Financial Advice
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 IFA company based in Hampshire /Dorset on an Independent Financial Adviser 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.
04/06/2019
Full time
Job Title: Employed Independent Financial Adviser
Industry: Financial Services
Location: Hampshire / Dorset
Salary: £50,000 - £80,000
Reference Number: 13794
Job Description: Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Hampshire / Dorset to join an IFA company.
This IFA practice offers a dual Financial Planning and Wealth Management Proposition to a diverse range of clientele, with a focus on building genuine long-term relationships while providing effective and appropriate Financial Advice.
This practice has already received recognition as one of the most influential IFAs in the country and has experienced year on year growth since their establishment. They've got a structured growth plan due to the consistent increase of new business.
As a result, they’ve recently acquired a client bank of over 400 clients AUM circa £80mil to distribute responsibility for. They’re seeking a high quality, loyal adviser that will relish this opportunity.
What’s in it for you:
Immediate access to an HNW client bank
Full back office and paraplanning support
Competitive and generous salary
Discretionary bonus
Exam support
Established CIP and access to DFM’s
Company benefits include; death in service, private medical insurance, income protection, pension, travel and dental cover
Skills and experience required:
Level 4 Diploma in Financial Services
Preferably on your way to or willing to achieve Chartered Status
Hold CAS /SPS (or held within the last year)
Ideally 5 years’ experience in Financial Advice
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 IFA company based in Hampshire /Dorset on an Independent Financial Adviser 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: Employed Financial Adviser
Industry: Financial Advice
Location: Norwich
Salary : £50,000 - £80,000
Job Description: Recruit UK are working on an excellent opportunity for a Financial Planner in Norwich to join a leading wealth management firm.
This firm is leading in the Financial Planning industry and are currently looking to establish their current satellite office in Norwich as the newest addition to the firm’s Financial Planning firms around the country.
This office has a dedicated Investment Manager who does of a lot of business development in the area through various networking events and has a great presence in the local market, meaning a generous influx of leads to go after.
The role available is an excellent opportunity for someone to join a brilliant Financial Planning firm, help develop an office and have a real say in the direction of said office, with great progression opportunities. What’s in it for you:
Salaries up to £80k (and above) dependent on skills and experience – these salaries are competitive and above market average
Excellent benefits package
Great career progression opportunities
Opportunity to work in a well-established and well-branded firm
Full back office support
Generous influx of leads and client development tools
Skills and experience required:
Level 4 Financial Planning Diploma (ideally working way toward Chartered)
Previous Financial Advice experience, ideally in an IFA or Investment Management firm
Rapport building skills
Self-motivation
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 leading wealth management firm based in Norwich 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.
• Mention Financial Planning Jobs when you apply
05/07/2019
Full time
Job Title: Employed Financial Adviser
Industry: Financial Advice
Location: Norwich
Salary : £50,000 - £80,000
Job Description: Recruit UK are working on an excellent opportunity for a Financial Planner in Norwich to join a leading wealth management firm.
This firm is leading in the Financial Planning industry and are currently looking to establish their current satellite office in Norwich as the newest addition to the firm’s Financial Planning firms around the country.
This office has a dedicated Investment Manager who does of a lot of business development in the area through various networking events and has a great presence in the local market, meaning a generous influx of leads to go after.
The role available is an excellent opportunity for someone to join a brilliant Financial Planning firm, help develop an office and have a real say in the direction of said office, with great progression opportunities. What’s in it for you:
Salaries up to £80k (and above) dependent on skills and experience – these salaries are competitive and above market average
Excellent benefits package
Great career progression opportunities
Opportunity to work in a well-established and well-branded firm
Full back office support
Generous influx of leads and client development tools
Skills and experience required:
Level 4 Financial Planning Diploma (ideally working way toward Chartered)
Previous Financial Advice experience, ideally in an IFA or Investment Management firm
Rapport building skills
Self-motivation
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 leading wealth management firm based in Norwich 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.
• Mention Financial Planning Jobs when you apply
Job Title: Independent Financial Adviser
Industry: Financial Services
Location: Coventry
Salary: £50,000 - £60,000 plus bonus
Reference Number: 13782
Job Description: Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Coventry to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are looking for an experienced adviser to join them in order to service and grow an existing client bank.
This is a directly authorised and proudly independent advice firm based in Warwickshire who is looking to grow their financial planning team. The business as it stands is a team of ten made up of the existing Financial Planning team, Mortgage Advice team and highly qualified and experienced back office colleagues.
This is a financially secure organisation with a real passion for excellent client care through a truly holistic independent advice process. The business is focussed on providing their valued clients with peace of mind by ensuring that they have structures in place to support their desired lifestyle and future plans. A large percentage of their business is focussed on later life planning and they enjoy association with and the accreditation of the society of later life advisers. Having been established for over 25 years they have very much earnt the trust of their clients and their families and are trusted to manage all aspects of their finances.
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.
The Director of the business has got to the point that they have reached capacity with the level of clients they can comfortably work with. This means they are now in a position to look at bringing in an additional adviser to the business to help service these clients and further develop the business through existing referrals and established networking connections.
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:
Full Paraplanning / Administration support
Bespoke, slick back office systems
Clients, referrals and other leads to work with
No expectation to bring clients
Very rewarding bonus structure
Skills and experience required:
Diploma 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 Coventry on an Independent Financial Adviser 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 website when applying for this role •
04/06/2019
Full time
Job Title: Independent Financial Adviser
Industry: Financial Services
Location: Coventry
Salary: £50,000 - £60,000 plus bonus
Reference Number: 13782
Job Description: Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Coventry to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are looking for an experienced adviser to join them in order to service and grow an existing client bank.
This is a directly authorised and proudly independent advice firm based in Warwickshire who is looking to grow their financial planning team. The business as it stands is a team of ten made up of the existing Financial Planning team, Mortgage Advice team and highly qualified and experienced back office colleagues.
This is a financially secure organisation with a real passion for excellent client care through a truly holistic independent advice process. The business is focussed on providing their valued clients with peace of mind by ensuring that they have structures in place to support their desired lifestyle and future plans. A large percentage of their business is focussed on later life planning and they enjoy association with and the accreditation of the society of later life advisers. Having been established for over 25 years they have very much earnt the trust of their clients and their families and are trusted to manage all aspects of their finances.
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.
The Director of the business has got to the point that they have reached capacity with the level of clients they can comfortably work with. This means they are now in a position to look at bringing in an additional adviser to the business to help service these clients and further develop the business through existing referrals and established networking connections.
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:
Full Paraplanning / Administration support
Bespoke, slick back office systems
Clients, referrals and other leads to work with
No expectation to bring clients
Very rewarding bonus structure
Skills and experience required:
Diploma 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 Coventry on an Independent Financial Adviser 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 website when applying for this role •
