FAQ

What is Financial Planning Jobs?

A: Financial Planning Jobs is a website from the publishers of Financial Planning Today designed to help employers and recruiters easily post job vacancies for Financial Planners, Paraplanners, IFAs and Wealth Managers plus roles in those professions. It is an independent jobs service run by Portfolio Publishing Ltd, the publishers of Financial Planning Today. It is not affiliated with or sponsored by any recruitment agency, other jobs board or recruitment business. It is open to employers and recruitment consultants and relevant job candidates. It is uniquely focused on jobs in Financial Planning, Paraplanning and Wealth Management.

What happens when a job is posted?

A: Depending on the listing package you choose, your job is advertised for up to a month on the site. If you choose the Featured Listing your job is featured more prominently in the Featured Section at the top of the page and will also be listed on our weekly Jobs Alert newsletter as Job of the Week at least once during your posting period.

How many people will see my vacancy?

A:  Up to 15,000 financial services professionals visit Financial Planning Today website each month and jobs are featured prominently on the home page. We also promote Financial Planning Jobs through Financial Planning Today magazine which can reach up to 3,000+ readers per issue.

In addition your vacancies are:

• Tweeted regularly to 7,000 Followers

• Featured on our daily e-newsletters sent to over 4,200 subscribers

• Included in our weekly Jobs News email sent to 2,800+ jobhunters.

• Sent to jobseekers who request updates.

• Open to candidates to apply direct to you or via the site, whichever you prefer.

What type of jobs can be advertised?

A: We focus on qualified Financial Planners, Paraplanners, IFAs and Wealth Managers, especially Chartered and Certified professionals. However, all types of roles within an IFA or Financial Planning business can be advertised including those for IFAs, Financial Advisers, Administrators, Business Development Managers, Wealth Managers and so on. You can choose to advertise your role in several categories if you wish. Please provide full details of the vacancy including a salary range. Be clear about the role and areas such as career progression and training. Offensive or unlawful language is not permitted and the Publisher's decision is final. Any posting can be declined without reason at any time.

How do I post my vacancy?

A: 1. Click on Sign Up (Sign In if you already have an Employer Account. 2. Set up an Employer Profile on Financial Planning Jobs and upload your company logo (include full contact details). 3. Click on Post a Job and complete the information required. 4. Check out and pay for your listing.

It should take only a few minutes for a job to appear once your account is activated and you have paid for your listing. If you are a new Employer we will check your details and once confirmed you will be able to post vacancies. We recommend you only set up an Employer Profile when you are ready to post a vacancy. 

What does it cost?

A: Click on 'Pricing' for details of packages. All rates quoted are exclusive of VAT which will be added. Payment by card is easiest and keeps the paperwork down. You will be sent an Invoice once you have paid for the listing. If you are a recruitment consultant or large employer and wish to post multiple jobs per month get in touch for details of pricing.

Do you have any tips for my job posting?

A: Keep the job title simple in the Subject line and include the salary and salary in the Subject Line or add DoE (depending on experience). See other jobs posted for examples. In the job description provide key details about the jobs, the benefits to applicants and the types of qualifications you are looking for. Always include the town or areas the job is located in. A name and email address or phone number also helps in case candidates want to discuss the role first before applying. 

What if I need more guidance or have an issue posting a job?

A: Email us at jobs@portfoliopublishing.co.uk or ring 01895 347490. We'll get back to you quickly to help.

I run a recruitment agency, can we book a block of vacancies every month?

A: Yes you can. Get in touch for details.

I am a job seeker, can I sign up to receive job updates?

A: Yes,  just click Sign Up and then click on Job Seeker to add your details. You'll receive regular updates on new jobs. Add your CV if possible.

There are lots of job sites, what's different about yours?

A: We are the only job service specifically aimed at qualified Financial Planning and Paraplanning professions. Our publications are read by 15,000 people a month and nearly all those people work in Financial Planning or associated professions so your job will be promoted widely to committed professionals who value our journalism and visit the site frequently. We are unique in running a targeted job service for the Financial Planning profession.

Are there any discounts offered?

A: Check for any offers at the top of Financial Planning Jobs homepage and Financial Planning Today.

Your rates are competitive and better value than many alternatives. How do you do this?

A: By keeping admin to a minimum and enabling you to post your job and pay for it online (you will receive an invoice document to confirm payment) we can keep costs down. While you manage the account, we are available to help at any time during working hours if you need assistance - just drop us a line or ring.