8 jobs found

• Please mention Financial Planning Jobs when applying for this role •   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...

• Please mention Financial Planning Jobs when applying for this role •  The Role:  We are recruiting an Experienced Paraplanner to join the team at Eldon Financial Planning, an awarding winning Chartered Financial Planning firm based in Newton Aycliffe (DL5).  Reporting to board level you will take responsibility for providing excellent paraplanning support to our clients sometimes on a face-to-face basis.  You will be highly technical with great attention to detail and a focus on getting the task completed right first time. You are likely to have 5 or more years’ experience in a similar role including technical administration and be qualified to at least DipPFS with a desire to become a Chartered Financial Planner. Experience of process review and management is important as is workflow monitoring as a bridge between the administration and advisory teams. Most importantly we see this as permanent paraplanner role.   The...

• Please mention Financial Planning Jobs when applying for this role •  We are a successful and award winning financial planning firm, based in Olney, Milton Keynes, looking to recruit an enthusiastic, driven, extremely organised and “smart working” individual. Working as part of a small, highly qualified and extremely busy team, the successful candidate will be responsible for providing exceptional and comprehensive support to the Technical Specialist and Financial Planner. You must be capable of independent thinking and be willing to bring ideas to the business. Being a team player is a given. As a small team, we work hard together, support each other and have fun together. Sharing our values for the best possible standards and service are key. The Role The role is to provide administrative and technical support to the Technical Specialist and the Financial Planner. Preparation of paperwork for client meetings Assisting with...

• Please mention Financial Planning Jobs when applying for this role •  We are recruiting an experienced Financial Planner to join the team at Magenta Financial Planning, an awarding winning Chartered Financial Planning firm based in South Wales.  Reporting to board level you will take responsibility for providing excellent financial planning advice, in line with Magenta's values and proposition. You are likely to have at least 3-5 years’ experience in a similar role and be qualified to at least DipPFS with a desire to become (ideally have already started study towards) a Chartered/Certified Financial Planner.  This is an excellent opportunity for a financial planner looking for a new challenge and opportunity in a fast paced business. The role comes with excellent compliance, para-planning and administration support and a small proportion of allocated clients for you to service, along with leads that naturally come to the...

• Please mention Financial Planning Jobs when applying for this role •  Independent Financial Advisers Self Employed Not all advisory practices are the same. Aegis uses the vast experience of its founders to forge an environment for clients and advisers alike that is truly different. Aegis Financial Planning Ltd ( www.aegisfp.com ) is seeking a Financial Adviser to join fast-growing team across the UK. We are a privately-owned and Independent Unrestricted Wealth Manager, with a specialist team of highly experienced Investment & Tax Advisers. For us reputation and discretion are paramount to our success, which is why private banks, accountants, solicitors and other professionals recommend us to their clients. We offer independent, unrestricted access to the whole of the market.  You will be tasked with offering an exceptional level of client service for client’s financial planning requirements across a variety...

• Please mention Financial Planning Jobs when applying for this role •  Job Title: Paraplanner Industry: Financial Services Location: Bridgend, Wales Salary: £30,000 – £50,000 (depending on experience) Reference Number: 14767 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Bridgend to join a Wealth Management firm. Our client is a well-renowned Accountancy firm in South Wales, who work closely with their clients to provide them with the best accountancy and wealth management advice. They mainly work with High Net Worth clients who often come with more complex needs. This means they are now looking for a Paraplanner to support their advice team. This is no ordinary Paraplanning role as they are looking for someone with a strong knowledge of Finance and have experience in writing bespoke, freehand suitability reports. A background or understanding of UK Tax would...

• Please mention Financial Planning Jobs when applying for this role •  Job Title: Financial Planner (Existing Client Book) Industry: Financial Advice Location: Amersham, Buckinghamshire Salary: £50,000 – £70,000 Reference Number: 14761 Job Description: Recruit UK are working with one of the UK’s largest Financial Advice companies which manage over £8 Billion for private clients. They have an exciting opportunity for a Financial Planner to join their team in Amersham to take over an existing portfolio of clients from a retiring advising. This would suit an adviser who is earlier on in their career and does not have their own book clients to transfer. The company put a massive emphasis on professional development and will facilitate you to gain Chartered status, offering numerous opportunities to progress. What is in it for you: Existing client book to take over (£35million...

• Please mention Financial Planning Jobs when applying for this role •  Job Title: Paraplanner Industry: Financial Advice Location: St Albans Salary: Up to £45,000 Reference Number: 14753 Job Description: Recruit UK are working on an excellent opportunity for an experienced Paraplanner in St Albans to join a Chartered financial planning firm. The company provide independent, holistic advice and are passionate about their long-standing client relationships and delivery of high calibre service. Due to company growth, they are seeking an experienced Paraplanner to provide 1:1 support to a Chartered Adviser. It is essential that you can hit the ground running with minimal supervision; someone who holds themselves to high professional standards and can work comfortably in a fast-paced office. In return, the company offers a supportive team environment, funding for professional exams and a competitive package....