• Please mention Financial Planning Jobs when applying for this role •
We're looking to recruit an experienced IFA/Financial Planner to service existing clients and further develop existing accountancy and solicitor relationships and introduce new clients to the firm.
Back office support including administration and Paraplanning. A clearly defined sustainable and responsible investing policy.
Clients are provided with a full range of services across the financial planning spectrum. You will work closely with clients to develop a true understanding of their personal financial needs and provide them solutions to match.
Benefits:
Competitive Salary
Bonus scheme
25 days holiday plus bank holidays
Private Medical Insurance
DIS
Pension Contribution
Support with ongoing professional development and qualifications
Skills and experience required:
Experienced IFA/Financial Planner (5 years minimum)
Level 4 Diploma...
21/09/2021
Full time
• Please mention Financial Planning Jobs when applying for this role •
We're looking to recruit an experienced IFA/Financial Planner to service existing clients and further develop existing accountancy and solicitor relationships and introduce new clients to the firm.
Back office support including administration and Paraplanning. A clearly defined sustainable and responsible investing policy.
Clients are provided with a full range of services across the financial planning spectrum. You will work closely with clients to develop a true understanding of their personal financial needs and provide them solutions to match.
Benefits:
Competitive Salary
Bonus scheme
25 days holiday plus bank holidays
Private Medical Insurance
DIS
Pension Contribution
Support with ongoing professional development and qualifications
Skills and experience required:
Experienced IFA/Financial Planner (5 years minimum)
Level 4 Diploma...
• Please mention Financial Planning Today Jobs when applying for this role •
Job Title: Trainee Financial Adviser
Industry: Financial Services
Location: Newcastle-Upon-Tyne
Salary: £30,000
Reference Number: 15560
Job Description: Trainee Financial Adviser
Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser position in Newcastle-Upon-Tyne to join a leading Financial Advice firm. This is a well established IFA company. This is an excellent opportunity to join a fast growing firm with huge potential to develop and grow your career and earnings.
High Net Worth clients
Independent Financial Advice service
Pension Specialists
Experienced Financial Advisers
Inhouse paraplanning, admin and compliance support
Team environment
Fast-growing business
Telephone based fact finding/advice
Modern tech-based company
Office based (telephone based)
The Role: Trainee...
17/09/2021
Full time
• Please mention Financial Planning Today Jobs when applying for this role •
Job Title: Trainee Financial Adviser
Industry: Financial Services
Location: Newcastle-Upon-Tyne
Salary: £30,000
Reference Number: 15560
Job Description: Trainee Financial Adviser
Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser position in Newcastle-Upon-Tyne to join a leading Financial Advice firm. This is a well established IFA company. This is an excellent opportunity to join a fast growing firm with huge potential to develop and grow your career and earnings.
High Net Worth clients
Independent Financial Advice service
Pension Specialists
Experienced Financial Advisers
Inhouse paraplanning, admin and compliance support
Team environment
Fast-growing business
Telephone based fact finding/advice
Modern tech-based company
Office based (telephone based)
The Role: Trainee...
• Please mention Financial Planning Today Jobs when applying for this role •
Job Title: Paraplanner
Industry: Financial Planning
Location: Exeter, Devon
Salary: Up to £35,000
Job Reference: 15313
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner to join a Financial Advice practice in Exeter.
This is an opportunity for someone with Paraplanning experience to secure a new position. The firm is going through a phase of growth and are looking for an experienced paraplanner to work from the office or from home. They offer an excellent salary alongside great benefits and are committed to ensuring your success within the industry.
Your duties will include but not be limited to:
Report writing
Fact-finding
Client Service/ Review – first contact for clients with any technical queries
Prepare recommendations; complete / send documents, application...
17/09/2021
Full time
• Please mention Financial Planning Today Jobs when applying for this role •
Job Title: Paraplanner
Industry: Financial Planning
Location: Exeter, Devon
Salary: Up to £35,000
Job Reference: 15313
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner to join a Financial Advice practice in Exeter.
This is an opportunity for someone with Paraplanning experience to secure a new position. The firm is going through a phase of growth and are looking for an experienced paraplanner to work from the office or from home. They offer an excellent salary alongside great benefits and are committed to ensuring your success within the industry.
Your duties will include but not be limited to:
Report writing
Fact-finding
Client Service/ Review – first contact for clients with any technical queries
Prepare recommendations; complete / send documents, application...
• Please mention Financial Planning Today Jobs when applying for this role •
Job Title: Pension Transfer Specialist
Industry: Financial Services
Location: Manchester
Salary: £50,000
Job ref: 15537
Job Description: Pension Transfer Specialist Recruit UK are working on an excellent opportunity for a Home Based Pension Transfer Specialist Adviser in Manchester to join a Pension Transfer Specialist Advice firm. They offer their high net worth clients a quality advice service. They are experienced, Pension Transfer Advice Specialists providing professional and impartial advice in the UK.
They are actively seeking a Pension Transfer Specialist (PTS) to provide advice to their Pension Transfer clients. Joining their Pension advice team. This is predominantly a home-based role for someone living a commutable distance to Manchester (1hr 30mins max). You will be required to go to their offices in Manchester once/twice a week....
17/09/2021
Full time
• Please mention Financial Planning Today Jobs when applying for this role •
Job Title: Pension Transfer Specialist
Industry: Financial Services
Location: Manchester
Salary: £50,000
Job ref: 15537
Job Description: Pension Transfer Specialist Recruit UK are working on an excellent opportunity for a Home Based Pension Transfer Specialist Adviser in Manchester to join a Pension Transfer Specialist Advice firm. They offer their high net worth clients a quality advice service. They are experienced, Pension Transfer Advice Specialists providing professional and impartial advice in the UK.
They are actively seeking a Pension Transfer Specialist (PTS) to provide advice to their Pension Transfer clients. Joining their Pension advice team. This is predominantly a home-based role for someone living a commutable distance to Manchester (1hr 30mins max). You will be required to go to their offices in Manchester once/twice a week....
• Please mention Financial Planning Today Jobs when applying for this role •
Job Title: Financial Adviser
Industry: Financial Planning
Location: Manchester
Salary: £40,000 - £80,000
Job Reference: 15574
Job Description:
Recruit UK is working on an excellent opportunity for a Financial Adviser to join a leading Financial Advice practice in Manchester.
We are proud to be working with a fantastic independent financial consultancy firm. They pride themselves in being within the top 1% of IFAs in the country and have a brilliant reputation.
They are currently looking to bring on an additional adviser to their Manchester advice team due to continuous success. To assist with developing a client base in the local region and ensuring these clients are offered a quality service following this, on an ongoing basis. They have a great brand presence and reach, and are a well reknowned national IFA consultancy and one of the...
17/09/2021
Full time
• Please mention Financial Planning Today Jobs when applying for this role •
Job Title: Financial Adviser
Industry: Financial Planning
Location: Manchester
Salary: £40,000 - £80,000
Job Reference: 15574
Job Description:
Recruit UK is working on an excellent opportunity for a Financial Adviser to join a leading Financial Advice practice in Manchester.
We are proud to be working with a fantastic independent financial consultancy firm. They pride themselves in being within the top 1% of IFAs in the country and have a brilliant reputation.
They are currently looking to bring on an additional adviser to their Manchester advice team due to continuous success. To assist with developing a client base in the local region and ensuring these clients are offered a quality service following this, on an ongoing basis. They have a great brand presence and reach, and are a well reknowned national IFA consultancy and one of the...
