We are independent Financial Planners, with a Discretionary Management Service which is managed in-house. We have a growing Financial Planning and Wealth Management department in the office, with an expanding client base and are therefore looking to recruit a new Paraplanner to join our enthusiastic team.
The Role
Our Financial Planning department is an integral part of the services offered here at Churchgates. The Paraplanner position is an important part of the team, liaising with clients, fellow team members and Advisers to deliver high quality, comprehensive and compliant recommendation reports, alongside excellent administration and customer service.
Our Paraplanners are expected to research and analyse data, prepare bespoke recommendations reports to meet our client’s needs and provide support to the Advisory team. Paraplanners are also required to support the administration team by maintaining client records and inputting data into our back office system.
It essential that our Paraplanners comply with, and have an excellent understanding of, current regulation, that they keep up to date with industry and technical changes and have a keen interest in wider financial issues. We expect them to play a key role in the advice process, making suggestions to advisors, striving to find the right solution for our clients, maintaining client files to the correct standard and ensuring that our advice meets FCA requirements.
About you
You will have at least the Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status
Excellent technical knowledge, experience in recommending a wide range of financial products including pensions, investments and life assurance
An interest in wider financial markets. A knowledge and understanding of the taxation system would be helpful
Excellent communication skills
Proficient IT skills with Microsoft Office programmes. Knowledge of IRESS XPLAN would be preferred
Experience of working in a team, as well as corresponding directly with clients and third party providers
Excellent verbal and written communication skills. A professional telephone manner is important. Ideally you should have had previous experience producing bespoke recommendation reports
It is essential that you have a good eye for detail and be able to gather information from a variety of sources to provide high quality written work
An ability to work to deadlines, take pride in your work and a positive attitude are key requirements for this position
Good organisational skills are essential.
10/10/2018
Full time
We are independent Financial Planners, with a Discretionary Management Service which is managed in-house. We have a growing Financial Planning and Wealth Management department in the office, with an expanding client base and are therefore looking to recruit a new Paraplanner to join our enthusiastic team.
The Role
Our Financial Planning department is an integral part of the services offered here at Churchgates. The Paraplanner position is an important part of the team, liaising with clients, fellow team members and Advisers to deliver high quality, comprehensive and compliant recommendation reports, alongside excellent administration and customer service.
Our Paraplanners are expected to research and analyse data, prepare bespoke recommendations reports to meet our client’s needs and provide support to the Advisory team. Paraplanners are also required to support the administration team by maintaining client records and inputting data into our back office system.
It essential that our Paraplanners comply with, and have an excellent understanding of, current regulation, that they keep up to date with industry and technical changes and have a keen interest in wider financial issues. We expect them to play a key role in the advice process, making suggestions to advisors, striving to find the right solution for our clients, maintaining client files to the correct standard and ensuring that our advice meets FCA requirements.
About you
You will have at least the Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status
Excellent technical knowledge, experience in recommending a wide range of financial products including pensions, investments and life assurance
An interest in wider financial markets. A knowledge and understanding of the taxation system would be helpful
Excellent communication skills
Proficient IT skills with Microsoft Office programmes. Knowledge of IRESS XPLAN would be preferred
Experience of working in a team, as well as corresponding directly with clients and third party providers
Excellent verbal and written communication skills. A professional telephone manner is important. Ideally you should have had previous experience producing bespoke recommendation reports
It is essential that you have a good eye for detail and be able to gather information from a variety of sources to provide high quality written work
An ability to work to deadlines, take pride in your work and a positive attitude are key requirements for this position
Good organisational skills are essential.
Job Title:
Paraplanner
Reporting to:
Senior Technical Manager & Paraplanner (STM&P)
Brief description of role and responsibilities:
To provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports. This list is not exhaustive and can be liable to change.
Specific duties and responsibilities:
· Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings
· Receiving and carrying out instructions from meeting notes/tasks from Financial Planners following client meetings.
· Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
· Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
· Contacting third parties and providers to gather detailed information.
· Generating and accurately saving research undertaken in a structured and consistent format.
· Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
· Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports
· Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades
· Monitor Negative Cash positions for clients on a monthly basis and recommend appropriate solutions.
· Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
· Participate and contribute to the investment committee meetings if required.
· Analyse and provide specific client portfolio reporting.
·Carrying out all tasks in a manner consistent with compliance procedures.
· Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
Ability to work efficiently under own initiative with impeccable attention to detail;
Constructing spreadsheets and comparison calculations
Adhere to the 6-step process of Financial Planning
Qualifications
Ideally you would have GCSEs Grades (A-C/1-3) in Mathematics and English and hold the Diploma in Financial Planning or equivalent. The candidate must be prepared to study up to level 6 qualification with a Recognised Professional Body.
The candidate must also have good IT skills and excellent telephone manner.
Continuing Professional Development (CPD) should be undertaken to develop skills and knowledge.
10/10/2018
Full time
Job Title:
Paraplanner
Reporting to:
Senior Technical Manager & Paraplanner (STM&P)
Brief description of role and responsibilities:
To provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports. This list is not exhaustive and can be liable to change.
Specific duties and responsibilities:
· Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings
· Receiving and carrying out instructions from meeting notes/tasks from Financial Planners following client meetings.
· Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
· Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
· Contacting third parties and providers to gather detailed information.
· Generating and accurately saving research undertaken in a structured and consistent format.
· Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
· Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports
· Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades
· Monitor Negative Cash positions for clients on a monthly basis and recommend appropriate solutions.
· Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
· Participate and contribute to the investment committee meetings if required.
· Analyse and provide specific client portfolio reporting.
·Carrying out all tasks in a manner consistent with compliance procedures.
· Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
Ability to work efficiently under own initiative with impeccable attention to detail;
Constructing spreadsheets and comparison calculations
Adhere to the 6-step process of Financial Planning
Qualifications
Ideally you would have GCSEs Grades (A-C/1-3) in Mathematics and English and hold the Diploma in Financial Planning or equivalent. The candidate must be prepared to study up to level 6 qualification with a Recognised Professional Body.
The candidate must also have good IT skills and excellent telephone manner.
Continuing Professional Development (CPD) should be undertaken to develop skills and knowledge.
Job Title:
Financial Planner
Reporting to:
Managing Director
Brief description of role and responsibilities:
Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client
Specific duties and responsibilities:
· To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses.
· To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances
· Analyse information and present Financial Plans best suited to individual clients' requirements
· Assess client’s attitude to risk and capacity for loss using UNIQ Family Wealth’s risk assessment tool of choice
· Design financial strategies
· Assisting clients to make informed decisions and educate them on UNIQ’s Financial Planning and Investment Philosophy
· Liaise with financial services providers to keep up to date on solutions in the market place
· Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team
· Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products;
Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development;
Deliver all of the above with integrity, honesty and professionalism.
Qualifications and experience required
Level 4 Diploma
5 years’ experience within a client service environment
5 years’ experience in delivering client advice
Good communication and computer literacy skills required
Good presentation skills
09/10/2018
Full time
Job Title:
Financial Planner
Reporting to:
Managing Director
Brief description of role and responsibilities:
Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client
Specific duties and responsibilities:
· To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses.
· To conduct in-depth reviews of clients' financial circumstances, current provision and future aims based on their changing needs and circumstances
· Analyse information and present Financial Plans best suited to individual clients' requirements
· Assess client’s attitude to risk and capacity for loss using UNIQ Family Wealth’s risk assessment tool of choice
· Design financial strategies
· Assisting clients to make informed decisions and educate them on UNIQ’s Financial Planning and Investment Philosophy
· Liaise with financial services providers to keep up to date on solutions in the market place
· Review Cashflow Forecasts and recommendation reports prepared by the Professional Support team
· Develop new client opportunities via referrals, professional connections and networking in line with the growth strategy adopted by the business.
Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and costs the advised products;
Maintaining professional qualifications, e.g. ongoing assessments and structured Continuous Professional Development;
Deliver all of the above with integrity, honesty and professionalism.
Qualifications and experience required
Level 4 Diploma
5 years’ experience within a client service environment
5 years’ experience in delivering client advice
Good communication and computer literacy skills required
Good presentation skills
We have a vacancy for an experienced Paraplanner to join our award-winning team as the business continues to grow.
You should be (at least) Diploma qualified and have at least a minimum of two years’ experience working as a Paraplanner covering investments, pensions and financial planning. Experience with Truth from Prestwood would be beneficial.
You will be working within our existing Paraplanning team in Cranleigh (or at our new office in Petersfield), supporting our Financial Planners by carrying out research, developing financial plans, writing reports and attending some client meetings.
Our ideal candidate has excellent attention to detail and the ability to work autonomously, taking a client file and turning into a technically accurate and well presented financial planning report.
For the right individual, a competitive salary and bonus structure, along with a pension contribution, private medical insurance and fully funded study/training is available.
This role can either be based at our Head Office in Cranleigh or our new office in Petersfield. Applications from candidates local to either location are encouraged.
In the first instance, please email martin@icfp.co.uk in confidence to find out more. No agents at this stage, please.
Informed Choice is an award-winning firm of Chartered Financial Planners based in Cranleigh, Surrey and Petersfield, Hampshire.
We help people find answers to the big financial questions in life, leading a meaningful life as a result.
We’re a relatively small team of 14 in total, working together across three smaller teams; Financial Planners, Paraplanners and Administrators.
Our employees consistently tell us this is a great place to work!
In addition to paying competitive salaries and a comprehensive package of employee benefits, we fully fund and support professional development including membership of the Chartered Insurance Institute and associated examinations.
There are opportunities for career progression too! In the past two years, we have promoted three Paraplanners into Financial Planning roles.
We supplement a generous holiday entitlement with extra paid time off over Christmas, and fun events during the year, including our summer BBQ and Christmas parties.
If you’re serious about your career in Financial Planning and want to join a top-performing team with a high profile, please do get in touch for a confidential discussion.
08/10/2018
Full time
We have a vacancy for an experienced Paraplanner to join our award-winning team as the business continues to grow.
You should be (at least) Diploma qualified and have at least a minimum of two years’ experience working as a Paraplanner covering investments, pensions and financial planning. Experience with Truth from Prestwood would be beneficial.
You will be working within our existing Paraplanning team in Cranleigh (or at our new office in Petersfield), supporting our Financial Planners by carrying out research, developing financial plans, writing reports and attending some client meetings.
Our ideal candidate has excellent attention to detail and the ability to work autonomously, taking a client file and turning into a technically accurate and well presented financial planning report.
For the right individual, a competitive salary and bonus structure, along with a pension contribution, private medical insurance and fully funded study/training is available.
This role can either be based at our Head Office in Cranleigh or our new office in Petersfield. Applications from candidates local to either location are encouraged.
In the first instance, please email martin@icfp.co.uk in confidence to find out more. No agents at this stage, please.
Informed Choice is an award-winning firm of Chartered Financial Planners based in Cranleigh, Surrey and Petersfield, Hampshire.
We help people find answers to the big financial questions in life, leading a meaningful life as a result.
We’re a relatively small team of 14 in total, working together across three smaller teams; Financial Planners, Paraplanners and Administrators.
Our employees consistently tell us this is a great place to work!
In addition to paying competitive salaries and a comprehensive package of employee benefits, we fully fund and support professional development including membership of the Chartered Insurance Institute and associated examinations.
There are opportunities for career progression too! In the past two years, we have promoted three Paraplanners into Financial Planning roles.
We supplement a generous holiday entitlement with extra paid time off over Christmas, and fun events during the year, including our summer BBQ and Christmas parties.
If you’re serious about your career in Financial Planning and want to join a top-performing team with a high profile, please do get in touch for a confidential discussion.
Recruit UK are representing a UK wide financial advice firm who offer technical expertise and deliver complex financial planning advice. Due to the success of the company in other regions of the UK, my client are looking to set up an advice hub, offer services and build up a client base in the East Midlands.
This company provide their clients with the level of expertise that is to be expected from a large organisation but manage to do this with a friendly, bespoke and caring approach – with the attentive and accessible level of service expected to only get through a small local company.
The company had a 1.2 million turnover last year, predominantly work with HNW clients, offer whole of market and bespoke financial advice as well as having a 3 years business plan in place to meet their ambitious strategy. They offer a thriving and personable culture, this is an excellent opportunity to work in an employed role with the autonomy to run your own diary and build your own client bank that you can be truly proud of.
What is on offer within this opportunity? • An opportunity to tackle the East Midlands, build up a client bank of your own and take ownership of this • Employed roles with a basic salary £45,000- £50,000 dependent on experience and qualifications • Remote back office support and Marketing • Client will support and assist you with lead generation • Discretionary bonus offered at end of year
Who would be suitable for this opportunity? Financial Advisers: • Who want to tackle the East Midlands, work in an employed role with the autonomy to manage your own diary and build your client bank and presence • Assistance with lead generation • Wanting to work in a personable, supportive and thriving environment without the corporate stamp on it • Back office and marketing support • Who have obtained the Level 4 Financial Planning Diploma
For more information on this role, please contact Katie Mihaylov at Recruit UK on 01179-170417 or katie.mihaylov@recruitukltd.co.uk
Quote Ref 12789
11/10/2018
Full time
Recruit UK are representing a UK wide financial advice firm who offer technical expertise and deliver complex financial planning advice. Due to the success of the company in other regions of the UK, my client are looking to set up an advice hub, offer services and build up a client base in the East Midlands.
This company provide their clients with the level of expertise that is to be expected from a large organisation but manage to do this with a friendly, bespoke and caring approach – with the attentive and accessible level of service expected to only get through a small local company.
The company had a 1.2 million turnover last year, predominantly work with HNW clients, offer whole of market and bespoke financial advice as well as having a 3 years business plan in place to meet their ambitious strategy. They offer a thriving and personable culture, this is an excellent opportunity to work in an employed role with the autonomy to run your own diary and build your own client bank that you can be truly proud of.
What is on offer within this opportunity? • An opportunity to tackle the East Midlands, build up a client bank of your own and take ownership of this • Employed roles with a basic salary £45,000- £50,000 dependent on experience and qualifications • Remote back office support and Marketing • Client will support and assist you with lead generation • Discretionary bonus offered at end of year
Who would be suitable for this opportunity? Financial Advisers: • Who want to tackle the East Midlands, work in an employed role with the autonomy to manage your own diary and build your client bank and presence • Assistance with lead generation • Wanting to work in a personable, supportive and thriving environment without the corporate stamp on it • Back office and marketing support • Who have obtained the Level 4 Financial Planning Diploma
For more information on this role, please contact Katie Mihaylov at Recruit UK on 01179-170417 or katie.mihaylov@recruitukltd.co.uk
Quote Ref 12789
An exciting opportunity has come up with one of our leading Financial Planning firms. If you are keen to discuss then submit your details and our senior consultant Tom will contact to discuss in further detail.
The company:
Award-winning fully integrated Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds.
The opportunity:
Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients with combined AUM of circa £30million.
The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducer, and new business development.
The regional team:
A successful regional team in Guildford which manages £300million across 4 Financial Planners. Each adviser enjoys 1/1 admin and paraplanning support and dedicated support from an Investment Manager.
In September, they are relocating to a brand-new office. The team are in growth mode so will be hiring further Financial Planners into the team over the next year.
Their ideal Financial Planner:
Hardworking, self-motivated professional
Experience providing complex, holistic financial advice to HNW clients
Chartered through CII or working towards
Dynamic individual who can spot business opportunities
What’s on offer:
Salary between £70,000-£80,000
Discretionary bonus
Clear cut progression up to Director/Partner level
Full back office support (1 paraplanner + 1 admin per adviser)
Existing client portfolio (£30million +)
High level of referrals from established introducers, Investment Manager, and marketing team
Dedicated Investment Manager to deliver bespoke advice to clients
For more information on this role please contact thomas.barton-howorth@recruitukltd.co.uk or 01179 170 414
10/10/2018
Full time
An exciting opportunity has come up with one of our leading Financial Planning firms. If you are keen to discuss then submit your details and our senior consultant Tom will contact to discuss in further detail.
The company:
Award-winning fully integrated Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds.
The opportunity:
Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients with combined AUM of circa £30million.
The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducer, and new business development.
The regional team:
A successful regional team in Guildford which manages £300million across 4 Financial Planners. Each adviser enjoys 1/1 admin and paraplanning support and dedicated support from an Investment Manager.
In September, they are relocating to a brand-new office. The team are in growth mode so will be hiring further Financial Planners into the team over the next year.
Their ideal Financial Planner:
Hardworking, self-motivated professional
Experience providing complex, holistic financial advice to HNW clients
Chartered through CII or working towards
Dynamic individual who can spot business opportunities
What’s on offer:
Salary between £70,000-£80,000
Discretionary bonus
Clear cut progression up to Director/Partner level
Full back office support (1 paraplanner + 1 admin per adviser)
Existing client portfolio (£30million +)
High level of referrals from established introducers, Investment Manager, and marketing team
Dedicated Investment Manager to deliver bespoke advice to clients
For more information on this role please contact thomas.barton-howorth@recruitukltd.co.uk or 01179 170 414
Recruit UK are working with a highly successful and respected directly authorised advice firm based in Staffordshire who is looking to grow their financial planning team.
This is a financially secure organisation with a real passion for excellent client care through a truly holistic independent advice process. This company ensure they provide their valued clients with peace of mind that they have structures in place to support their desired lifestyle and future plans. They believe in a cradle to grave service and are trusted by their clients 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 and sole adviser have 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 a second financial planner to the business to help service these clients and further develop the business.
In the longer term, they are looking to pass on their entire client bank in retirement. They are passionate that they will not sell their client bank to the highest bidder and that their clients remain with the business as a going concern.
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.
The ideal candidate will be an experienced adviser.
They will be Chartered or en route to Chartered Status.
They will have a strong record of client care.
They will be looking for a long-term home.
For more information on this role, please contact me on russell.davies@recruitukltd.co.uk
10/10/2018
Full time
Recruit UK are working with a highly successful and respected directly authorised advice firm based in Staffordshire who is looking to grow their financial planning team.
This is a financially secure organisation with a real passion for excellent client care through a truly holistic independent advice process. This company ensure they provide their valued clients with peace of mind that they have structures in place to support their desired lifestyle and future plans. They believe in a cradle to grave service and are trusted by their clients 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 and sole adviser have 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 a second financial planner to the business to help service these clients and further develop the business.
In the longer term, they are looking to pass on their entire client bank in retirement. They are passionate that they will not sell their client bank to the highest bidder and that their clients remain with the business as a going concern.
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.
The ideal candidate will be an experienced adviser.
They will be Chartered or en route to Chartered Status.
They will have a strong record of client care.
They will be looking for a long-term home.
For more information on this role, please contact me on russell.davies@recruitukltd.co.uk
We are working closely with a Niche Chartered firm in Poole who are looking to expand their back office and support team by taking on a Paraplanner.
This firm prides themselves on the high level of service they provide their clients so they are looking to take on an experienced Paraplanner who will pride themselves on their work and is able to work closely with both Advisers, other members of the Paraplanning team and your own Administrator.
Your main focus will be researching technical cases and completing Pension, Investment, IHT, and Tax report. You will be an experienced paraplanner with the intention to achieve or already have the level 4 diploma.
This is a fantastic opportunity to join a supportive firm, who promote work-life balance and will enable you to work from home one day a week.
Salary on offer is up to £45,000 with additional benefits.
For more information please contact Angharad Jones on 01179-170-413
10/10/2018
Full time
We are working closely with a Niche Chartered firm in Poole who are looking to expand their back office and support team by taking on a Paraplanner.
This firm prides themselves on the high level of service they provide their clients so they are looking to take on an experienced Paraplanner who will pride themselves on their work and is able to work closely with both Advisers, other members of the Paraplanning team and your own Administrator.
Your main focus will be researching technical cases and completing Pension, Investment, IHT, and Tax report. You will be an experienced paraplanner with the intention to achieve or already have the level 4 diploma.
This is a fantastic opportunity to join a supportive firm, who promote work-life balance and will enable you to work from home one day a week.
Salary on offer is up to £45,000 with additional benefits.
For more information please contact Angharad Jones on 01179-170-413
Our client is actively expanding their Paraplanning team and requires a Paraplanner to join their fantastic team in their Fareham office. As part of a centralised team, you will work proactively with advisers, compliance and product providers to help design and deliver first class, client-centric solutions. The key to this role will be your ability to undertake the appropriate research to identify suitable products and solutions to suit our high net worth clients and prepare a concise recommendation and suitability reports that are accurate and FCA compliant.
As a specialist member of the team, the role will involve providing guidance on technical issues (particularly relating to pensions) to both advisers and fellow Paraplanners. This will be carried out on top of usual duties which will include the gathering and review of detailed research, and the provision of accurate, well-presented reports. To be successful in this role you will need the ability to communicate in a clear and logical format using language which can be easily understood by our customers.
Skills and experience
Experience working within a Paraplanning, or related role with extensive pensions knowledge
Level 4 Diploma
Knowledge of occupational transfers
Strong report writing and verbal /numerical skills
Strong analytical and research skills
Experience of Selectapension and O&M systems
There is the opportunity for flexible working hours or home-based working a few days a week!
For more information regarding the role please contact Angharad Jones 01179-170413
10/10/2018
Full time
Our client is actively expanding their Paraplanning team and requires a Paraplanner to join their fantastic team in their Fareham office. As part of a centralised team, you will work proactively with advisers, compliance and product providers to help design and deliver first class, client-centric solutions. The key to this role will be your ability to undertake the appropriate research to identify suitable products and solutions to suit our high net worth clients and prepare a concise recommendation and suitability reports that are accurate and FCA compliant.
As a specialist member of the team, the role will involve providing guidance on technical issues (particularly relating to pensions) to both advisers and fellow Paraplanners. This will be carried out on top of usual duties which will include the gathering and review of detailed research, and the provision of accurate, well-presented reports. To be successful in this role you will need the ability to communicate in a clear and logical format using language which can be easily understood by our customers.
Skills and experience
Experience working within a Paraplanning, or related role with extensive pensions knowledge
Level 4 Diploma
Knowledge of occupational transfers
Strong report writing and verbal /numerical skills
Strong analytical and research skills
Experience of Selectapension and O&M systems
There is the opportunity for flexible working hours or home-based working a few days a week!
For more information regarding the role please contact Angharad Jones 01179-170413
Recruit UK are representing one of the UK’s leading Wealth Management firm. They offer fully integrated, bespoke Financial Planning and Investment Management services to HNW/UHNW private clients.
Their financial planning team is underpinned by an established Investment team with over 280 IM’s across the UK. This naturally creates a large number of client opportunities for the Financial Planners. Therefore their so no requirement for new advisers to bring any clients.
The success of the dual professional model has been recognised throughout the industry, as it allows companies to offer a full range of services to their clients, ensuring all their needs are met.
What’s on offer:
Salary between £80,000-£110,000
Defined bonus based on validation (threshold reduced for first 4 years)
Comprehensive Benefits (DIS, PMI, 10% Pension)
All clients provided through select Investment Managers
Full back office support – 3 support staff for 2 advisers (1 paraplanner/1 admin/1 client exec)
Leading Investment Proposition
Progression up to Director Level
Ideal Candidate:
5 years + Financial Planning Experience (advising HNW private clients)
Proven track of record performance throughout career
Chartered through CII (committed to continued professional development)
Excellent relationship builder
If you feel this opportunity could be for you and would value a confidential conversation to find out more, please contact Thomas Barton on t homas.barton-howarth@recruitukltd.co.uk with reference number 19232
10/10/2018
Full time
Recruit UK are representing one of the UK’s leading Wealth Management firm. They offer fully integrated, bespoke Financial Planning and Investment Management services to HNW/UHNW private clients.
Their financial planning team is underpinned by an established Investment team with over 280 IM’s across the UK. This naturally creates a large number of client opportunities for the Financial Planners. Therefore their so no requirement for new advisers to bring any clients.
The success of the dual professional model has been recognised throughout the industry, as it allows companies to offer a full range of services to their clients, ensuring all their needs are met.
What’s on offer:
Salary between £80,000-£110,000
Defined bonus based on validation (threshold reduced for first 4 years)
Comprehensive Benefits (DIS, PMI, 10% Pension)
All clients provided through select Investment Managers
Full back office support – 3 support staff for 2 advisers (1 paraplanner/1 admin/1 client exec)
Leading Investment Proposition
Progression up to Director Level
Ideal Candidate:
5 years + Financial Planning Experience (advising HNW private clients)
Proven track of record performance throughout career
Chartered through CII (committed to continued professional development)
Excellent relationship builder
If you feel this opportunity could be for you and would value a confidential conversation to find out more, please contact Thomas Barton on t homas.barton-howarth@recruitukltd.co.uk with reference number 19232
Our client is actively expanding their Paraplanning team and require a Paraplanner to join their fantastic team in their Fareham office. As part of a centralised team, you will work proactively with advisers, compliance and product providers to help design and deliver first class, client-centric solutions. The key to this role will be your ability to undertake the appropriate research to identify suitable products and solutions to suit our high net worth clients and prepare a concise recommendation and suitability reports that are accurate and FCA compliant.
As a specialist member of the team, the role will involve providing guidance on technical issues (particularly relating to pensions) to both advisers and fellow Paraplanners. This will be carried out on top of usual duties which will include the gathering and review of detailed research, and the provision of accurate, well-presented reports. To be successful in this role you will need the ability to communicate in a clear and logical format using language which can be easily understood by our customers.
Skills and experience
Experience working within a Paraplanning, or related role with extensive pensions knowledge
Level 4 Diploma
Knowledge of occupational transfers
Strong report writing and verbal /numerical skills
Strong analytical and research skills
Experience of Selectapension and O&M systems
There is the opportunity for flexible working hours or home-based working a few days a week!
For more information regarding the role please contact Angharad Jones 01179-170413
10/10/2018
Full time
Our client is actively expanding their Paraplanning team and require a Paraplanner to join their fantastic team in their Fareham office. As part of a centralised team, you will work proactively with advisers, compliance and product providers to help design and deliver first class, client-centric solutions. The key to this role will be your ability to undertake the appropriate research to identify suitable products and solutions to suit our high net worth clients and prepare a concise recommendation and suitability reports that are accurate and FCA compliant.
As a specialist member of the team, the role will involve providing guidance on technical issues (particularly relating to pensions) to both advisers and fellow Paraplanners. This will be carried out on top of usual duties which will include the gathering and review of detailed research, and the provision of accurate, well-presented reports. To be successful in this role you will need the ability to communicate in a clear and logical format using language which can be easily understood by our customers.
Skills and experience
Experience working within a Paraplanning, or related role with extensive pensions knowledge
Level 4 Diploma
Knowledge of occupational transfers
Strong report writing and verbal /numerical skills
Strong analytical and research skills
Experience of Selectapension and O&M systems
There is the opportunity for flexible working hours or home-based working a few days a week!
For more information regarding the role please contact Angharad Jones 01179-170413
Summary:
Financial Adviser position
Home-based – no micromanagement
£39k pa + bonuses OTE £50k+ 1st year; 2nd year £65k+
Leading company, All client leads provided
Paraplanning & Admin support
Opportunity to grow your own client bank and benefit from recurring income
Full training provided. Level 4 Diploma required, Sales experience needed.
About the company:
We are representing a successful and award-winning financial advisory firm who specialise in providing financial advice to a diversity of Private and Corporate clients. The company has grown rapidly over the past few years and they have successfully increased their gross annual revenue and headcount, developing a secure and stable environment that is friendly and supportive.
Our client has a national presence and they are currently seeking Level 4 Diploma qualified Financial Advisers to join their firm to provide restricted whole of market advice on Pensions, Protection and Investments.
This is a great proposition that is offering a minimum of c15 client leads per month, a non-debt able retainer at circa £3,000+ per month plus travel allowance £250pm and bonuses, recurring income/trail counting towards targets set. It is not necessary to have an existing client bank, but if you do, our client can offer a smooth transition in transferring them and competitive terms.
All advisers at the firm receive full professional support through a dedicated and centralised Paraplanning and Administration team, releasing their adviser’s time to focus on building a strong business.
Who would be suitable for this opportunity?
Level 4 Diploma qualified professionals:
Want to grow a business within a business with real potential for high earnings
Suitably motivated to build a client bank from leads provided
Wanting to benefit from recurring income year on year
Provide regulated financial advice
Have motivation and knowledge to be able to further their skills and qualifications as the market changes.
Strong relationship building skills who can effectively work home based prepared to travel to meet with clients to generate and grow their business without being micromanaged.
Seeking a generous client lead supply
Want to join a firm that doesn’t expect you to work to unrealistic targets with little or no back office support.
Please contact Andrew Nicholson at Recruit UK quoting job ref 12895 if you would like to find out more.
04/10/2018
Full time
Summary:
Financial Adviser position
Home-based – no micromanagement
£39k pa + bonuses OTE £50k+ 1st year; 2nd year £65k+
Leading company, All client leads provided
Paraplanning & Admin support
Opportunity to grow your own client bank and benefit from recurring income
Full training provided. Level 4 Diploma required, Sales experience needed.
About the company:
We are representing a successful and award-winning financial advisory firm who specialise in providing financial advice to a diversity of Private and Corporate clients. The company has grown rapidly over the past few years and they have successfully increased their gross annual revenue and headcount, developing a secure and stable environment that is friendly and supportive.
Our client has a national presence and they are currently seeking Level 4 Diploma qualified Financial Advisers to join their firm to provide restricted whole of market advice on Pensions, Protection and Investments.
This is a great proposition that is offering a minimum of c15 client leads per month, a non-debt able retainer at circa £3,000+ per month plus travel allowance £250pm and bonuses, recurring income/trail counting towards targets set. It is not necessary to have an existing client bank, but if you do, our client can offer a smooth transition in transferring them and competitive terms.
All advisers at the firm receive full professional support through a dedicated and centralised Paraplanning and Administration team, releasing their adviser’s time to focus on building a strong business.
Who would be suitable for this opportunity?
Level 4 Diploma qualified professionals:
Want to grow a business within a business with real potential for high earnings
Suitably motivated to build a client bank from leads provided
Wanting to benefit from recurring income year on year
Provide regulated financial advice
Have motivation and knowledge to be able to further their skills and qualifications as the market changes.
Strong relationship building skills who can effectively work home based prepared to travel to meet with clients to generate and grow their business without being micromanaged.
Seeking a generous client lead supply
Want to join a firm that doesn’t expect you to work to unrealistic targets with little or no back office support.
Please contact Andrew Nicholson at Recruit UK quoting job ref 12895 if you would like to find out more.
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients and opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
For more information on this role, please contact andrew.daly@recruitukltd.co.uk
25/09/2018
Full time
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients and opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
For more information on this role, please contact andrew.daly@recruitukltd.co.uk
Our client is a successful wealth management firm that provides advice to HNW (high net worth) clients which incorporate private individuals and corporate clients in all areas of financial planning including Pensions, Investments and Tax Planning.
They have established long-standing relationships and emphasise the need for trust and professionalism.
This is an excellent opportunity for an experienced Paraplanner to work with our client. The ideal candidate will be Level 4 Diploma qualified, have a comprehensive knowledge of financial products (especially pensions and investments), strong analytical and research skills and excellent report writing skills.
Main duties will include:
Working closely with the Practice Manager and Advisers
Preparing and drafting suitability reports encompassing a broad range of financial products
Providing client liaison and attending client meetings
Ensuring Compliance procedures are adhered to at all times
Using back office software tools to manage workload
Providing full Paraplanning support to the business
This is an excellent opportunity to join a successful and growing wealth management practice, in return they are offering a very competitive salary of up to £50,000 (dependent on experience and qualifications) with bonus and benefits for the right candidate.
For more information on this role, please contact louise.bibb@recruitukltd.co.uk
25/09/2018
Full time
Our client is a successful wealth management firm that provides advice to HNW (high net worth) clients which incorporate private individuals and corporate clients in all areas of financial planning including Pensions, Investments and Tax Planning.
They have established long-standing relationships and emphasise the need for trust and professionalism.
This is an excellent opportunity for an experienced Paraplanner to work with our client. The ideal candidate will be Level 4 Diploma qualified, have a comprehensive knowledge of financial products (especially pensions and investments), strong analytical and research skills and excellent report writing skills.
Main duties will include:
Working closely with the Practice Manager and Advisers
Preparing and drafting suitability reports encompassing a broad range of financial products
Providing client liaison and attending client meetings
Ensuring Compliance procedures are adhered to at all times
Using back office software tools to manage workload
Providing full Paraplanning support to the business
This is an excellent opportunity to join a successful and growing wealth management practice, in return they are offering a very competitive salary of up to £50,000 (dependent on experience and qualifications) with bonus and benefits for the right candidate.
For more information on this role, please contact louise.bibb@recruitukltd.co.uk
