5 jobs found

Christie Financial Planning Ltd is a highly reputable and well regarded Chartered IFA firm in Glasgow.  We have a new opportunity for an experienced Sales Support Administrator to join our company. Duties will include day to day administration such as processing applications, chasing outstanding information, dealing with external companies as well as assisting the Paraplanners (mainly individual Life & Pensions). Other duties include maintaining client information using Intelligent Office, commission and fee reconciliations and inputting client data onto various platforms which include Old Mutual Wealth, 7IM and Transact. A high standard of word processing skills is essential. You will also be responsible for front of office, dealing with telephone enquiries and meeting visitors and clients. Ideally you will already have passed some financial exams and you will be encouraged to progress with further exams. Any training will be fully funded by the company.  A competitive package is available to the successful candidate.

Excellent Opportunity for Financial Planner to step up An excellent opportunity with an award winning Chartered Financial Planner who are seeking to expand. This would be ideal for a Financial Planner who is seeking a step up in their career, looking to develop their own patch with a sophisticated business model and market offering Brief duties: • Provide financial planning advice to clients at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment • Identify and develop new opportunities with existing clients to ensure that the clients’ portfolios fit with their requirements and optimises their investment • Offer a comprehensive advisory service to a portfolio of individual and commercial entities including many affluent and HNW profiles. Our client is entirely independent so innovative whole of market solutions are available • Develop relationships nationally with intermediary channels, in particular accountancy firms, generating new flows of inbound client business to distribute across the group. Most appointments will be within a 25 mile radius of the office • Collaborate with para-planners and professional support staff to ensure client instructions are executed in a timely manner and follow group process standards. • Provides innovative and inspirational business solutions to transform the practice, driving business performance through growth and fulfilment through organic growth and acquisitions • Maintain and grow strong relationship and affiliations across the company and externally across intermediary channels; • Ensure all client interactions and advice are compliant Candidates will need to be qualified at least to diploma / level 4 equivalent and will likely be an established Financial Planner or Wealth Manager. You will also have the hunger and drive to develop a profitable and successful practice Please note this is a permanent role, remuneration includes a base salary plus excellent bonus potential. Job spec is available, role is based out of Market Harborough although local travel will be involved. Other Opportunities also available - Private Banking Advisory -£110k - Manchester, Cardiff & Bristol RDR Level 6 Essential  For an informal conversation please call Maz Matin on 0207 199 6263 or email Maz.matin@mwrecruitment.com • Please mention Financial Planning Jobs and Financial Planning Today when applying for this role

Job Title:  Technical Paraplanner Industry:  Financial Services Location:  Guildford Salary:  £40,000 – £50,000 Reference:  13962 Job Description: Recruit UK are working on an excellent opportunity for a Senior paraplanner in Guildford to join one an independent financial planning firm. They are looking for a technical paraplanner to come in and work closely with the paraplanning manager to help lead the team of paraplanners to guarantee the production of high-quality advice. This is a senior position in which you will apply knowledge and a detailed understanding of the advice process.   Responsibilities:   You will be providing paraplanning support to a team of Financial Planners and work alongside them with the advice strategies. Along with this, you will also work closely with both the Managing Director and Paraplanning manager on running the investment committee. The paraplanning manager will be working closely with you and will be requiring assistance in managing the paraplanning team. They are committed to professional development and are more than happy to support you through this journey in getting up to Chartered Fellow.   Skills and experience required: Experience in a technical paraplanning role Excellent knowledge of pensions trusts and investments, Strong investment and fund knowledge Teamworking ethos Excellent written and verbal communication skills Driven to deliver a first-class service to clients Strong personal skills Client-focused Attention to detail     About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an independent financial planning firm based in London on a trainee financial planning role.   Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

  Job Title: Trainee Financial Planner Industry: Financial Planning Location: Worcester Salary: £20,000+ plus bonus Reference Number: 13821   Job Description: Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Worcester to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are keen to develop their next generation of financial planners through their supportive training academy. This is a direct authorised and proudly independent advice firm based with multiple offices within the Worcestershire area. Having been established for over 30 years this is a business that truly understands the importance of excellent client care and the rewarding relationships that they have developed throughout the area over the years. The business continues to grow organically through existing client referrals and established professional introducer relationships with local solicitors and accountancy practices. As a genuinely independent IFA firm, they are proud to offer a complete and holistic service to their clients, advising and planning around the individual's financial needs. The business is set up with a real emphasis on creating a comprehensive yet smooth approach to the individual client's requirements. They have a highly experienced and slick back office team who understand the importance of providing clients with comprehensive support in a timely manner. This role would see you working alongside and being mentored by an experienced financial adviser. The structure will give you complete exposure to the entire client journey, going out on client visits, researching and recommending products and supporting the client throughout the process. You will also receive a bonus from a business that you work on without the need to validate against salary. Full training will be provided including funding studies through to diploma and beyond. Unusually they do not require you to have already completed the level 4 diploma however experience within a financial planning business and relevant studies would be preferential.    These opportunities do not come around every day of the week, so if this is of interest please don’t hesitate to contact me to discuss.   What’s in it for you: Supportive Training and Mentoring Bonus paid against written business Fully funded exam support through to chartered Clear and defined career progression   Skills and experience required: Motivation to build a long term career in financial planning Experience in financial planning preferably in an IFA environment Excellence in client care An entrepreneurial mindset   About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Worcester on a Trainee Financial Planner role.     Our commitment to you Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Financial Planners Appointed representatives or Registered individuals IFA, Restricted or Hybrid Across the UK! Recruit UK are working on an excellent opportunity for a Financial Planner in the UK to join a National Wealth Management Firm. Recruit UK are pleased to be working in partnership with a national wealth management firm, we have looked behind the scenes at head office and spoken to existing advisers and we truly believe this is one of the best self-employed propositions available right now. One of the major things we see with financial advice companies is disjointed processes and antiquated technology, CRM’s that promise the earth but don’t deliver, a multitude of add-ons that come at an extra cost, a never-ending manual and a helpline that is far from helpful. The great thing about our client is they have designed their own software, built by advisers for advisers, automation is the heart of the process ensuring that marketing, suitability letters, fact finds, product research and other integral parts of the advice process are quick and easy, you don’t even have to worry about opening your post. You can join as a RI or an AR and still benefit from the same competitive fee splits as low as 8%, you can be IFA or restricted or even a hybrid of the two this is especially attractive to financial advisers who want to build an adviser team by taking advantage of the subsidised adviser academy! If you are an adviser that struggles with the administration or paraplanning 2plan have fully trained and experienced in house virtual assistants to take the weight off, you can use this as a pay as you go service, removing the extra cost of hiring staff. Our client will take away the worry and increased pressure of running your own compliance, with the FCA increasing the amount of work involved to be an IFA it makes more sense to let them take care of all things compliance, with regular file checking, pre-approved pension transfer desks and the cost of PI and capital adequacy covered you can ensure that you and your clients are in safe hands.   Training and adviser academy Subsidised adviser academy provides finance and support to help build a team through recruiting, training and developing paraplanners, part-qualified advisers or mortgage advisers They pay towards the first eight months salary, cover the costs of training non-financial planning qualified candidates to become advisers and get them to Level 4 Additional ongoing training support and development workshops provide a chance to network with other advisers   Software and technology Efficient technology, seamless processes and outstanding support saves advisers £2,500 per month in extra costs in comparison to going directly authorised Own technology, back-office systems, and IT team has been designed by financial advisers by financial advisers so writing business has never been easier, it can easily save you a day week in time. Virtual paperless environment They also provide phones, laptops, and tablets, as well as 24/7 support   Compliance and regulatory services Pre-approved pension transfer desk. Training and competence scheme include case checking for compliance as well as regulatory updates Low PI cover, with an excess of £5,000 if a claim is made against the adviser as opposed to high premiums and an excess of £35,000-£50,000 for directly authorised advisers Will pay the excess if they agreed on the advice. A regularly updated and comprehensive library of regulatory and financial planning guidance Additional regulatory/compliance support and research such as central paraplanning support, online model portfolios, online product, and provider research   Client management Personal Client Agreements provide clear, easy to understand information on a range of tailored fee/cost options to avoid any confusion Enhance client relationships so you can build relationships based on honesty and integrity Ensure high-value cases receive the highest level of research and expertise Easy novation of existing clients, via the experienced in-house novation team.   Marketing support A strong parent brand to add weight to your reputation and help with new business and recruitment First-year marketing costs covered Marketing support includes brand development, newsletters, PR, social media and website management and design   Back office support Unique virtual administration system (VAS) provides full admin support and an extra pair of hands on a pay-as-you-go basis Eliminates the cost and complexity involved with employing extra admin staff Paraplanning service ensures the highest standards of compliant and professional advice Provides a safe environment and reduces the risk for clients, advisers and the company Additional support from the centralised head office team includes compliance and risk professionals, regulatory gurus and DB pension experts   Skills and experience required: Level 4 Diploma in Financial Planning Previous Financial Advice Experience   If this sounds of interest to you and you would like more information on this opportunity, please do not hesitate to get in contact with us here at Recruit UK!   About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a National Wealth Management Firm based in the UK on a Financial Planning role.   Our commitment to you Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.