11 jobs found in United Kingdom

We are working on an exclusive basis to recruit experienced financial advisers to join the financial planning arm of a national legal services group, who have clear and structured growth plans over the coming years. It’s a role that is absolutely fresh to the market place and not one you will have heard of before now. This is a fantastic opportunity for a confident relationship builder to work with an established bank of clients and develop a long term career with uncapped earning potential. With a fully independent whole of market proposition you will be allowed the autonomy to offer a complete and trusted service to your clients. What’s on offer? *All leads provided, these are qualified and comprehensive leads secured through their nationwide network of paralegals who are working with loyal clients developed over the past 18 years *Full back office support, with a slick and comprehensive administration and paraplanning service *Award winning and tailored IT system to provide an efficient and quality process, to ensure you can focus on providing excellent service to your valued clients *Exceptional branding and marketing material with a focus on the digital age! *Homebased working allowing you the autonomy to run your own diary *Robust yet slick compliance systems ensuring a quality service is provided *A competitive salary, realistic bonus structure with uncapped earning potential *Great career progression opportunities with regional director positions developing shortly. Further company information After more than 18 years in operation this highly successful legal group is one of the leading Legal Services companies in the UK. The company works with national and local charities offering a range of Legal services to clients. Their many years of experience, along with their unique Estate Protection Services, makes them one of the country’s leading specialists in this field. The group has expanded in recent years opening a wholly owned solicitors practice, allowing them to offer a more complete service to their valued clients. The final piece of the jigsaw for this ambitious yet mature organisation was the recent launch of their Financial Planning arm, completing their suite of services they are able to provide their extensive and loyal clientele. With a team of 30 field based Paralegals, a client bank of 120,000 clients, weekly seminars around the country and with thousands of client trusts in place the quality of client leads is truly second to none, allowing advisers joining the business to quickly build their own client bank. You will have the autonomy to grow and maximise your own assets under management. The group prides themselves in the quality of the service it provides its clients with a genuine focus on excellent customer service. What’s needed for you  to be considered? *Minimum of the level 4 diploma qualification *Experience of working with a financial advisory or planning practice *An enthusiasm to be part of a growing and dynamic firm *A proven track record of building excellent client relationships contact Daniel on daniel.nottage@recruitulltd.co.uk or 01179 170 419 Quote Ref 12786

Recruit UK are representing a well-established and reputable Financial Services firm who are looking to expand their current advice team. Due to the success and continuous acquisitions, my client are in a position to take on a number of new advisers, with the opportunity to either work from home or be office based. This company has client care and bespoke tailored advice at the forefront of what they do, with a strong ethos to offer the best advice across all areas of financial services and ensuring the highest standards of consistency. Based in Norfolk with a national presence, they service clients throughout the UK and continue their healthy growth through acquisitions and expansion. They are looking for an employed qualified Financial Adviser to join their firm to provide full financial planning advice and servicing to their existing clients and new clients generated through leads. This is an excellent opportunity for an adviser to join a growing company, with an established reputation and be provided with leads to generate further new business. What is on offer within this opportunity? • A proven successful track record with 30 advisers across the group with a vision to almost double this in the next couple of years. • Employed roles starting salaries £33,000 to £40,000 dependent on experience and qualifications • Full back office support, including Paraplanning and Administration • Excellent lead generation • Highly competitive bonus scheme i.e. 1 x validation to then receive bonus • A laptop and phone to utilise as well as all travel and accommodation costs covered • Ability to work either from the office or remotely, at your own discretion Who would be suitable for this opportunity? Financial Advisers: • Who want to grow a client base within a UK wide financial advisory firm with real potential for high earnings • Seeking generous lead supply • Wanting to work in flexible environment where can either work from office or home, whatever the preference is • Wanting to benefit from recurring income year on year • Who have obtained the Level 4 Financial Planning Diploma • That want full paraplanning and administration support For more information on this role, please contact Katie Mihaylov at Recruit UK on 01179-170417 or katie.mihaylov@recruitukltd.co.uk   Quote Ref 12657

Ref 12761 Package up to £40,000 Are you a personal assistant looking for their next move? Do you have experience of working in a wealth or discretionary fund management company? Recruit UK are exclusively working with a client in London who’s looking for an exceptional person to join their team. You will be working along side the Managing Director with the following duties: • Attending meetings • Putting together meeting packs • Writing minutes of the meetings • Taking care of all administration requirements • Be competent at using Excel • Diary management • Travel arrangements The managing director’s client are UHNW, so they have high expectations of the individual they hire. You will be office based, full. Time. This client is based in North London, good transport links, with amenities near by. The office is full of fun with very sporty colleagues and a great social aspect. You will be given a competitive salary as well as an annual bonus and other benefits. If you think this could be your next move in your career, please get in touch. melissa.meakins@recruitukltd.co.uk or 01170-170413 Quote Ref 12761

Are you near to being a Chartered Financial Planner and looking to take your next step? Are you the kind of adviser that enjoys providing a whole of market service to a HNW clients? Would you relish the opportunity to service a large client bank? If so an established asset management firm are looking for you to take over from a retiring adviser, there will be a large HNW client bank provided alongside qualified leads that will help you develop and grow your portfolio. On offer: • Generous Salary packages of up to £70,000 per annum. • Attractive equity stake given in the company, based on performance this is paid twice a year. • A tantalizing benefits package Including 30 days holiday rising to 35 after 5 years (1 day per year) • You could be part of a growing and successful business. If you are a; • Dynamic • Confident • Successful • Driven • Professional Adviser who is ambitious & looking to progress their career and be part of a flourishing asset management company, then please do get in contact today for full details. Call Chris Ingham on 01173 323 453 or email him on chris.ingham@recruitukltd.co.uk Quote reference 12551

Are you a paraplanner looking to become an adviser? Would you like to be involved in all client meetings and take ownership and manage the client relationship? Whether you have just qualified and are new to role, or on your way to being chartered, this firm welcomes paraplanners of all levels. They are passionate about supporting their people on their journey to becoming a quality adviser. Over time, you will acquire a client base. Clients will be sourced from natural hand-over of non-core clients from the Financial Planner, from the ‘orphan’ client bank within the firm, and your own marketing efforts. Due to the nature of the role, being far more involved that just paraplanning, the title for this position is a Client Manager. The role of the Client Manager Ownership of the client file, from the Client Service Agreement, to VoI documents to reports and evidence of research Ensuring client records are fully recorded and accurate, across Adviser Office, server records, Voyant and the client portal Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings Completing relevant research and analysis of client future and existing arrangements, with continual reporting of relevant information via the client portal Sourcing clear and relevant investment reports and commentaries in line with client objectives, our investment philosophy and regulatory requirements  Completion of quarterly valuations Extensive use of research tools and excel, along with regular application of tools on our wrap platforms, chiefly Ascentric, InvestCentre and FundsNetwork Working with and supporting the team members of the firm, including other CMs What’s on offer: Paying up to £55K (DOE) + plus 20% of gross initial revenue of self-generated clients 22 Days holiday per annum, increasing to 27 + Bank Holidays 5% matched pension Life insurance Training & exam support to obtain industry qualifications or other specific job-related qualifications Season Ticket Loan Bike-to-work scheme To qualify, the Client Manager must: Have high attention to details and accuracy Hold a Degree, competent A levels Excel competency Hold a diploma in financial advice or with significant progress demonstrated towards achieving this goal If you would like to apply for this Client Manager position, please call Melissa on 01179-170413 or email melissa.meakins@recruitukltd.co.uk Quote Ref 12533  

My client is an established Chartered Financial Planning firm. They offer mainly private client advice to high net worth/ultra high net worth clients based in Liverpool and surrounding areas. They are a top 100 financial advice firm. Investors in people gold standard awards. They manage over £200million FUM. Average client has circa £1million investable assets. They provide high levels of service including Cash flow modelling. They are actively seeking an experienced Paraplanner to join them at their Liverpool office. You will work closely with an existing paraplanning and administration team, you will be required to provide Paraplanning support to the financial planners, working within agreed business objectives. Duties will involve report writing, compliance, analysis and research. Salary up to £40,000 + Benefits This position would suit an experienced Paraplanner level 4 Diploma qualified, who is happy to be based at their Liverpool office that can evidence they have the required knowledge to be considered. The successful applicant will have excellent experience dealing with complex high net worth client advice cases. This firm is directly authorised. They will offer a good basic salary along with a full benefits package that includes an excellent bonus scheme. Pease contact Andrew Nicholson at Recruit UK on tel no 01179170415 quoting ref 12553 for a more information on this role.

Recruit UK are representing an established national IFA firm which has completed numerous acquisitions to date and have seen their profits increase by 83% over the last year. They are looking for an IFA to take on an existing client base around the Cardiff and Swansea areas. On top of the existing clients they also have a high level of referrals to work with. The role includes: * Existing client portfolio + high level of qualified leads * Competitive salary up to £50-£75k (dependent on qualifications/experience) * £400 per month car allowance * Defined bonus worked out through validation (no grey area with earnings) * Comprehensive benefits: Pension, Share options etc.. * Laptop/Phone * Full back office support (Dedicated Paraplanners/Admin/Pension Transfer Team) * Ring fence existing clients on joining * Option to go self-employed in future They are looking for an Adviser with a broad range of experience across Financial Planning and the ability to work effectively from home and provide a professional service. They will also consider Advisers on a self-employed basis for the same role (clients provided). For further information regarding this role please contact Ryan Bartlett on 01179-170410 or email ryan.bartlett@recruitukltd.co.uk (quote reference – 12683).