An excellent opportunity for talented business developers with a strong IFA network to own a role combining new business development plus relationship management of an established and expanding portfolio of IFA and related retail intermediaries.
Key duties include:
• Develop long term and profitable client core focus being IFA and related retail intermediaries e.g. tax consultants, accountants
• Manage a territory appropriately to achieve pre-agreed business volume targets
• In conjunction with peers and stakeholders, instigate sales and marketing initiatives such as organising and host events, attending roadshows, trade fairs, seminars and presentations
• Marketing a suite of Alternative investment opportunities within any of the following areas: VCT, EIS or Estate Planning
Successful candidates will come from a sales or distribution background within financial services with a demonstrable track record and ideally a client base.
In return you can expect a competitive salary + performance bonus +benefits
To be considered for this role or for more information please contact Maz Matin on Maz.matin@mwrecruitment.com or call 0207 199 6263.
13/11/2018
Full time
An excellent opportunity for talented business developers with a strong IFA network to own a role combining new business development plus relationship management of an established and expanding portfolio of IFA and related retail intermediaries.
Key duties include:
• Develop long term and profitable client core focus being IFA and related retail intermediaries e.g. tax consultants, accountants
• Manage a territory appropriately to achieve pre-agreed business volume targets
• In conjunction with peers and stakeholders, instigate sales and marketing initiatives such as organising and host events, attending roadshows, trade fairs, seminars and presentations
• Marketing a suite of Alternative investment opportunities within any of the following areas: VCT, EIS or Estate Planning
Successful candidates will come from a sales or distribution background within financial services with a demonstrable track record and ideally a client base.
In return you can expect a competitive salary + performance bonus +benefits
To be considered for this role or for more information please contact Maz Matin on Maz.matin@mwrecruitment.com or call 0207 199 6263.
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.
13/11/2018
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.
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.
13/11/2018
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:
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
13/11/2018
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.
13/11/2018
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.
MW Recruitment is delighted to partner with a Chartered Financial Planner who are expanding following record growth exceeding all targets and expectations. This is an exciting time to join a firm with an enviable reputation for excellence and innovation.
Duties will include:
Provide financial planning advice to a diverse range of private and commercial clients
Identify and develop new advisory opportunities with prospective clients
Ensure that clients’ portfolios fit with their requirements and optimises their investment goals
Offer a comprehensive advisory service to a portfolio of individual and commercial entities including many affluent and HNW profiles.
Develop relationships nationally with intermediary channels, generating new flows of inbound client business to distribute across the group.
This would be ideal for a Financial Planner/Wealth Manager Level 4 qualified, who is seeking a step up in their career, looking to develop their own client base with a sophisticated business model and market offering.
For more information please contact Maz Matin on Maz.matin@mwrecruitment.com or call 0207 199 6263
12/11/2018
Full time
MW Recruitment is delighted to partner with a Chartered Financial Planner who are expanding following record growth exceeding all targets and expectations. This is an exciting time to join a firm with an enviable reputation for excellence and innovation.
Duties will include:
Provide financial planning advice to a diverse range of private and commercial clients
Identify and develop new advisory opportunities with prospective clients
Ensure that clients’ portfolios fit with their requirements and optimises their investment goals
Offer a comprehensive advisory service to a portfolio of individual and commercial entities including many affluent and HNW profiles.
Develop relationships nationally with intermediary channels, generating new flows of inbound client business to distribute across the group.
This would be ideal for a Financial Planner/Wealth Manager Level 4 qualified, who is seeking a step up in their career, looking to develop their own client base with a sophisticated business model and market offering.
For more information please contact Maz Matin on Maz.matin@mwrecruitment.com or call 0207 199 6263
My client is a leading IFA firm in Cheshire’s. Based in Macclesfield they offer High Net Worth private clients quality holistic financial advice. They understand that peace of mind is vital when planning a client’s future. That’s why they offer a tailored service – solely designed towards client’s financial needs. They pride themselves on being approachable, friendly, knowledgeable and truly independent. They are experienced, investment specialists and have been providing ethical, professional and impartial advice for many years.
They are actively seeking an experienced Financial Planner to join them to work with their High Net Worth clients. They will provide you with an excellent existing HNW client bank c£165k ongoing and will generate leads for you from established highly respected professional relationships they have in the area. This is a home/office based role. You will work closely with the clients provided. Any clients/income you bring with you will be warmly welcomed and rewarded.
This position would suit a Level 4 diploma qualified adviser who is aiming towards becoming Level 6 chartered status.
The successful applicant will have a natural drive to manage and develop high net worth clients and will understand and believe in maintaining strong client relationships.
This firm is directly authorised and is a growing business including paraplanners and admin support.
They will offer a high basic salary £50k - £70k+ dependent on experience, OTE £100k+ along with a full benefits package, Pension, DIS, etc. The firm offers an extremely attractive bonus structure.
For more information on this role please contact Andrew Nicholson quoting Job ref 13039 on Tel 01179-170-415.
05/11/2018
Full time
My client is a leading IFA firm in Cheshire’s. Based in Macclesfield they offer High Net Worth private clients quality holistic financial advice. They understand that peace of mind is vital when planning a client’s future. That’s why they offer a tailored service – solely designed towards client’s financial needs. They pride themselves on being approachable, friendly, knowledgeable and truly independent. They are experienced, investment specialists and have been providing ethical, professional and impartial advice for many years.
They are actively seeking an experienced Financial Planner to join them to work with their High Net Worth clients. They will provide you with an excellent existing HNW client bank c£165k ongoing and will generate leads for you from established highly respected professional relationships they have in the area. This is a home/office based role. You will work closely with the clients provided. Any clients/income you bring with you will be warmly welcomed and rewarded.
This position would suit a Level 4 diploma qualified adviser who is aiming towards becoming Level 6 chartered status.
The successful applicant will have a natural drive to manage and develop high net worth clients and will understand and believe in maintaining strong client relationships.
This firm is directly authorised and is a growing business including paraplanners and admin support.
They will offer a high basic salary £50k - £70k+ dependent on experience, OTE £100k+ along with a full benefits package, Pension, DIS, etc. The firm offers an extremely attractive bonus structure.
For more information on this role please contact Andrew Nicholson quoting Job ref 13039 on Tel 01179-170-415.
Demand for financial planning and advice continues to grow in Surrey and to meet demand, Chapters Financial Limited is expanding to achieve its growth objectives over the next few years.
We are looking for a new member to join our team, previous experience in UK retail financial services systems would be preferable to achieve our business objectives for new systems integration as we evolve as a company. This role may vary over time, but will initially be focussed on data-entry and systems interrogation for data requirements.
Employed Position Description:
Full time role Monday-Friday based in our Guildford office, 08:30 to 17:00
Team member, but able to have the confidence to get on with their own work
Smart / articulate / patient / approachable / consistent
Knowledge or previous use of Xplan would be desirable
Benefits:
25 days holiday
Auto-Enrolment Pension
Salary range £24,000-£27,500 per annum,
NO agencies please / We are an equal opportunities employer.
02/11/2018
Full time
Demand for financial planning and advice continues to grow in Surrey and to meet demand, Chapters Financial Limited is expanding to achieve its growth objectives over the next few years.
We are looking for a new member to join our team, previous experience in UK retail financial services systems would be preferable to achieve our business objectives for new systems integration as we evolve as a company. This role may vary over time, but will initially be focussed on data-entry and systems interrogation for data requirements.
Employed Position Description:
Full time role Monday-Friday based in our Guildford office, 08:30 to 17:00
Team member, but able to have the confidence to get on with their own work
Smart / articulate / patient / approachable / consistent
Knowledge or previous use of Xplan would be desirable
Benefits:
25 days holiday
Auto-Enrolment Pension
Salary range £24,000-£27,500 per annum,
NO agencies please / We are an equal opportunities employer.
Chater Allan Financial Planning is a long-established Cambridge-based financial planning practice specialising in retirement planning, tax efficient savings strategies and investment management for a wide-ranging cohort of clients. Our partners and colleagues are highly qualified and experienced in these areas and the practice continues to grow organically mainly through recommendations.
We are pleased to announce that we have a further opportunity for a self-motivated, diploma (or near complete) qualified individual to join our client administration team in a role that will involve working closely with our Partners, Office Manager and Client Services Team. This is an office-based role.
Responsibilities will include: • Preparation of advice letters and recommendations, typically investments and pensions based • Preparation for client meetings including income drawdown and investment reviews • Preparation of detailed cash flow models in conjunction with the planners • Undertaking product research and due diligence • Providing technical support to the Partners and Office Manager • Client liaison
The following are essential skills for this position: • Enthusiasm • Ability to work under pressure and prioritise effectively • Articulate • Understand the financial planning process • Competent IT skills • Good composition skills for letter and email communications • Ability to work both independently and as part of the team
We anticipate that you will have good recent experience on a practical basis and we will fully support ongoing training career development and technical skills training.
This position is for an immediate start, subject to normal employment notices. A competitive salary will be offered, with 25 days holiday, pension contribution, death in service benefits. Our hours are Monday to Friday 9.00am to 5.00pm and we are happy to consider part time applications.
30/10/2018
Full time
Chater Allan Financial Planning is a long-established Cambridge-based financial planning practice specialising in retirement planning, tax efficient savings strategies and investment management for a wide-ranging cohort of clients. Our partners and colleagues are highly qualified and experienced in these areas and the practice continues to grow organically mainly through recommendations.
We are pleased to announce that we have a further opportunity for a self-motivated, diploma (or near complete) qualified individual to join our client administration team in a role that will involve working closely with our Partners, Office Manager and Client Services Team. This is an office-based role.
Responsibilities will include: • Preparation of advice letters and recommendations, typically investments and pensions based • Preparation for client meetings including income drawdown and investment reviews • Preparation of detailed cash flow models in conjunction with the planners • Undertaking product research and due diligence • Providing technical support to the Partners and Office Manager • Client liaison
The following are essential skills for this position: • Enthusiasm • Ability to work under pressure and prioritise effectively • Articulate • Understand the financial planning process • Competent IT skills • Good composition skills for letter and email communications • Ability to work both independently and as part of the team
We anticipate that you will have good recent experience on a practical basis and we will fully support ongoing training career development and technical skills training.
This position is for an immediate start, subject to normal employment notices. A competitive salary will be offered, with 25 days holiday, pension contribution, death in service benefits. Our hours are Monday to Friday 9.00am to 5.00pm and we are happy to consider part time applications.
Recruit UK are representing an Independent Financial Planning firm who have formed over 20 years ago and have formed very strong, lifetime relationships with their partners, colleagues, and clients.
They don’t have external stakeholders to manage, which enables them to focus on what matters most to them which is protecting and nurturing their client’s wealth.
Their aim is to keep growing their business through organic client growth while also attracting new like-minded Financial Planners with loyal client bases.
They are looking for advisers who want to expand their current business, whilst having the support and infrastructure of a business who inspires growth and shares a vision where everyone benefits from this. A lot of their business comes from their strong network of professional connections and work closely with layers & accountants.
This is a very highly client-centric proposition with the average investable assets of the client being around £1million and would be willing to pay up to and over £100,000 for the right individuals.
If you would like to find out how this proposition could benefit you and your clients, get in contact with Daniel Nottage on 0117 9170 419 quote ref 22607
05/11/2018
Full time
Recruit UK are representing an Independent Financial Planning firm who have formed over 20 years ago and have formed very strong, lifetime relationships with their partners, colleagues, and clients.
They don’t have external stakeholders to manage, which enables them to focus on what matters most to them which is protecting and nurturing their client’s wealth.
Their aim is to keep growing their business through organic client growth while also attracting new like-minded Financial Planners with loyal client bases.
They are looking for advisers who want to expand their current business, whilst having the support and infrastructure of a business who inspires growth and shares a vision where everyone benefits from this. A lot of their business comes from their strong network of professional connections and work closely with layers & accountants.
This is a very highly client-centric proposition with the average investable assets of the client being around £1million and would be willing to pay up to and over £100,000 for the right individuals.
If you would like to find out how this proposition could benefit you and your clients, get in contact with Daniel Nottage on 0117 9170 419 quote ref 22607
Our client is a national Chartered IFA company and has an exciting opportunity for an employed Financial Planner. They are a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. The company are now consolidating and expanding their clientele and need to grow their Advisory team.
In addition, they are one of the very few genuinely Independent and Chartered financial planning firms in the UK who have a growing presence within the financial planning field.
This is an exciting opportunity for an experienced Financial Planner to work with our client based in their Cardiff office. The ideal individual will be Level 4 Diploma qualified (working towards Chartered), have a proven track record providing high levels of service and advice, will be able to work compliantly and efficiently and maximise new business opportunities.
Additional Benefits:
Full paraplanning and administration support from a highly qualified team
Will be fully focused on meeting clients and providing an excellent service to clients
Available support to attain further exams
Excellent additional benefits
The company emphasises an excellent working culture and wellbeing
This is an excellent opportunity to join a growing, national and professional organisation with the opportunity to progress within the company. A very competitive salary of between £40,000 to £80,000 (dependent on experience and background) with bonus and benefits is on offer for the right person.
For more information on this role, please contact Ryan at ryan.bartlett@recruitukltd.co.uk
05/11/2018
Full time
Our client is a national Chartered IFA company and has an exciting opportunity for an employed Financial Planner. They are a successful and innovative financial planning firm who offer bespoke whole of market financial and investment advice to private and corporate clients. The company are now consolidating and expanding their clientele and need to grow their Advisory team.
In addition, they are one of the very few genuinely Independent and Chartered financial planning firms in the UK who have a growing presence within the financial planning field.
This is an exciting opportunity for an experienced Financial Planner to work with our client based in their Cardiff office. The ideal individual will be Level 4 Diploma qualified (working towards Chartered), have a proven track record providing high levels of service and advice, will be able to work compliantly and efficiently and maximise new business opportunities.
Additional Benefits:
Full paraplanning and administration support from a highly qualified team
Will be fully focused on meeting clients and providing an excellent service to clients
Available support to attain further exams
Excellent additional benefits
The company emphasises an excellent working culture and wellbeing
This is an excellent opportunity to join a growing, national and professional organisation with the opportunity to progress within the company. A very competitive salary of between £40,000 to £80,000 (dependent on experience and background) with bonus and benefits is on offer for the right person.
For more information on this role, please contact Ryan at ryan.bartlett@recruitukltd.co.uk
