5 jobs found

• Please mention Financial Planning Today when applying for this role Job Title:  Paraplanner Industry:  Financial Advice Location:  Cambridge Salary:  Up to £50,000 Reference Number:  15118 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in Cambridge to join the specialist Wealth Planning division of a top-tier Wealth Management firm. This company provides specialist Wealth Planning to private clients, with a focus on areas such as Divorcees and SOLLA, often working closely with solicitors. They are looking for an experienced Paraplanner to work closely with two of their top Advisers; this is a hands-on Paraplanner role with plenty of client interaction, attending client meetings, and with DFM relationship responsibility. They are very willing to provide progression into the advice and are committed to flexible working. This is a great opportunity to work with 2 highly...

• Please mention Financial Planning Today when applying for this role Job Title:  Financial Adviser Industry:  Financial Planning Location:  Bristol Salary:  From £40,000 Job Reference:  15156 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser to join a Financial Planning practice in Bristol. This client manages HNW/UHNW clients across the South West and London. They’re based in Bristol and are looking for a new adviser to join their team due to expansion and having recently acquired a new client bank. They’ve fantastic support to provide from their strong back office team, a generous salary of £40,000 or a self-employed option if that suits your needs. What they’re looking for in return is someone with a positive work ethic, team player, always compliant with the ability to develop a new business when required.   Benefits:...

• Please mention Financial Planning Today when applying for this role Job Title:  Financial Planner Industry:  Financial Services Location:  Buckinghamshire Salary:  £150,000 Job Description: Recruit UK are working on an excellent opportunity for a financial planner with a loyal client following to join a privately owned Chartered Financial Planning firm who were set up 20 years ago and have since grown to 6 advisers who manage more than £0.5bn AUM and provide independent advice to individual and corporate clients who are now looking to hire a new financial planner. Their focus is very much around a limited number of clients with a higher value, with the average investable assets of the clients being at the £1m mark.   What’s on offer: A competitive salary of up to £150,000 for the right individual Full back-office support from the highly technical team Proposition geared up...

• Please mention Financial Planning Today when applying for this role Job Title:  Financial Planner Industry:   Financial Advice Location:  Cardiff Salary:  £70,000 – £100,000 Job Reference:  15234 Job Description: Recruit UK are working on an exciting opportunity for a Financial Planner in Cardiff to join a Financial Planning company. Our client is an award-winning, UK wide Financial Planning firm that specializes in holistic advice and investment management. Whilst they have offices across the UK, they are looking to develop their South Wales office. They will be able to provide you with the tools you need to grow your own client base and expand your network to increase your portfolio. They will also provide you with full back-office support to ensure your time is used assisting clients to meet their financial needs. Your key responsibilities include: Plan, implement and execute...

• Please mention Financial Planning Today when applying for this role Job Title:  File Review Manager Industry:  Financial services Location:  Glasgow Salary:  Up to £45,000 (Negotiable) Job Reference:  15244 Job Description: Recruit UK is working on an excellent opportunity for a File Review Manager in Glasgow to join a Financial Services Firm in the local area. This role will see you building and maintaining effective relationships with your team, and managing a team of 8 in total. You will oversee the compliance and file review functions, ensuring everything is compliant and signed off in accordance with regulatory standards.   Duties will include but will not be limited to: Maintaining and tracking staff performance Participating in management meetings Managing the team to ensure the delivery of quality desk-based file checking Liaising with the compliance helpdesks to ensure...