Recruit UK are representing a UK wide and fast-growing Chartered Financial Planning firm. They specialise in providing client-focused wealth management to individuals and owners of private companies, as well as various others.
Due to the continued success and expansion of the company, they are now looking to bring on an additional adviser for their Peterborough branch, to work alongside the current successful advisers and manage an affluent existing client bank.
This company offer their services in financial protection, financial planning as well as investments and savings products. They provide advice to family offices, charities and trustees – they have been successfully running for almost two decades now.
This is an excellent opportunity for an adviser to join an expanding and successful Chartered national firm that provide their clients with second to none quality servicing and are going from success to success.
What is on offer within this opportunity?
Employed roles with starting salaries from £45,000 - £50,000
Full administration and Paraplanning support
Existing affluent client bank to service from day one
Opportunity to work within a growing Chartered financial planning firm
A very generous bonus scheme
Full study support provided and support to become Chartered
25 days holiday plus bank holidays
Employer’s pension contribution
Who would be suitable for this opportunity?
Financial Advisers:
Advisers seeking a new and exciting opportunity within a national Chartered financial planning firm
Those wanting to work with an existing client bank, servicing and developing these clients whilst bringing on new business
Wanting to work in a firm that provides holistic, the whole of market and fully independent advice
Looking to join a company that has been growing rapidly and are continuing to do so, with a UK wide presence
Those with active Financial Advice experience who are currently within a Financial Advice role
For more information on this role, please contact Katie Mihaylov at Recruit UK on 01179-170417 or e-mail Katie.Mihaylov@recruitukltd.co.uk
18/09/2018
Full time
Recruit UK are representing a UK wide and fast-growing Chartered Financial Planning firm. They specialise in providing client-focused wealth management to individuals and owners of private companies, as well as various others.
Due to the continued success and expansion of the company, they are now looking to bring on an additional adviser for their Peterborough branch, to work alongside the current successful advisers and manage an affluent existing client bank.
This company offer their services in financial protection, financial planning as well as investments and savings products. They provide advice to family offices, charities and trustees – they have been successfully running for almost two decades now.
This is an excellent opportunity for an adviser to join an expanding and successful Chartered national firm that provide their clients with second to none quality servicing and are going from success to success.
What is on offer within this opportunity?
Employed roles with starting salaries from £45,000 - £50,000
Full administration and Paraplanning support
Existing affluent client bank to service from day one
Opportunity to work within a growing Chartered financial planning firm
A very generous bonus scheme
Full study support provided and support to become Chartered
25 days holiday plus bank holidays
Employer’s pension contribution
Who would be suitable for this opportunity?
Financial Advisers:
Advisers seeking a new and exciting opportunity within a national Chartered financial planning firm
Those wanting to work with an existing client bank, servicing and developing these clients whilst bringing on new business
Wanting to work in a firm that provides holistic, the whole of market and fully independent advice
Looking to join a company that has been growing rapidly and are continuing to do so, with a UK wide presence
Those with active Financial Advice experience who are currently within a Financial Advice role
For more information on this role, please contact Katie Mihaylov at Recruit UK on 01179-170417 or e-mail Katie.Mihaylov@recruitukltd.co.uk
Recruit UK are representing a multi-family office in Bishops Stortford. This is a specialist firm which provides bespoke investment management solutions to a select group of HNW/UHNW clients. Its infrastructure is drawn from the professional investment marketplace and the solutions delivered to clients are more in line with those offered by private banks than a typical financial planner, although the business does provide much of what an IFA and wealth manager offer.
They are looking to hire a Technical Paraplanner/Business Manager to start in January 2018 to support the directors in managing their portfolio of clients and growing the business. A successful candidate will be expected to further refine and enhance the process and become an integral part of the business.
Management duties will follow as the business grows. This will be a varied, challenging role, however, will prove very rewarding for the right candidate.
Duties will include:
Interpreting data obtained by Directors during client meetings
Conducting research on protection, pension consolidation, Wills and LPAs, cost and performance comparisons for existing investment holdings
Liaison with existing product and services providers for clients to obtain and analyse relevant information
Preparation of Suitability Letters, Specialist Report Writing and Cash Flow modelling
Developing project roadmaps for each client, based on priority objectives
Preparing the necessary documentation and requirements to fulfil all aspects of client onboarding and account opening
Assisting Directors in pre-review file checks
Managing the annual review process for all clients, including preparation of total wealth statements and project roadmap status
Supporting the Compliance Officer with regulatory record keeping and reporting
Proactive client service and communication, including face to face meetings
Dealing with client queries raised by either client, provider/FP.
Complying with the FCA Rulebook and the firm’s internal procedures at all times.
Requirements:
Level 4 Diploma with the desire to gain Chartered accreditation
Extensive paraplanning experience
Experience in IHT, including BPR and specialist tax structures including EIS, VCT and FIC
A keen interest Investments, with the desire to learn from experienced professionals
Strong leadership, drive and organisation skills, along with effective communication
Ability to take initiative and apply judgment on a day to day basis and challenge
High attention to detail, following workflows carefully and ensuring documentation is produced to a high standard
A confident problem solver, identifying tools and methodologies to streamline the process
Desirable:
Good working knowledge of Intelligent Office (iO)
Experience using SelectaPension for pension analysis
Experience of discretionary portfolio management tools and online stockbroking/investment trading software
Experience of a professional investment management or private banking environment
If you feel this opportunity could be for you and you would like to find out more, please contact Tom at thomas.barton-howorth@recruitukltd.co.uk
12/09/2018
Full time
Recruit UK are representing a multi-family office in Bishops Stortford. This is a specialist firm which provides bespoke investment management solutions to a select group of HNW/UHNW clients. Its infrastructure is drawn from the professional investment marketplace and the solutions delivered to clients are more in line with those offered by private banks than a typical financial planner, although the business does provide much of what an IFA and wealth manager offer.
They are looking to hire a Technical Paraplanner/Business Manager to start in January 2018 to support the directors in managing their portfolio of clients and growing the business. A successful candidate will be expected to further refine and enhance the process and become an integral part of the business.
Management duties will follow as the business grows. This will be a varied, challenging role, however, will prove very rewarding for the right candidate.
Duties will include:
Interpreting data obtained by Directors during client meetings
Conducting research on protection, pension consolidation, Wills and LPAs, cost and performance comparisons for existing investment holdings
Liaison with existing product and services providers for clients to obtain and analyse relevant information
Preparation of Suitability Letters, Specialist Report Writing and Cash Flow modelling
Developing project roadmaps for each client, based on priority objectives
Preparing the necessary documentation and requirements to fulfil all aspects of client onboarding and account opening
Assisting Directors in pre-review file checks
Managing the annual review process for all clients, including preparation of total wealth statements and project roadmap status
Supporting the Compliance Officer with regulatory record keeping and reporting
Proactive client service and communication, including face to face meetings
Dealing with client queries raised by either client, provider/FP.
Complying with the FCA Rulebook and the firm’s internal procedures at all times.
Requirements:
Level 4 Diploma with the desire to gain Chartered accreditation
Extensive paraplanning experience
Experience in IHT, including BPR and specialist tax structures including EIS, VCT and FIC
A keen interest Investments, with the desire to learn from experienced professionals
Strong leadership, drive and organisation skills, along with effective communication
Ability to take initiative and apply judgment on a day to day basis and challenge
High attention to detail, following workflows carefully and ensuring documentation is produced to a high standard
A confident problem solver, identifying tools and methodologies to streamline the process
Desirable:
Good working knowledge of Intelligent Office (iO)
Experience using SelectaPension for pension analysis
Experience of discretionary portfolio management tools and online stockbroking/investment trading software
Experience of a professional investment management or private banking environment
If you feel this opportunity could be for you and you would like to find out more, please contact Tom at thomas.barton-howorth@recruitukltd.co.uk
An exciting opportunity has come up with one of our leading Financial Planning firms. If you are keen to discuss then submit your details and our senior consultant Tom will contact to discuss in further detail.
The company:
Award-winning fully integrated Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds.
The opportunity:
Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients with combined AUM of circa £30million.
The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducer, and new business development.
The regional team:
A successful regional team in Guildford which manages £300million across 4 Financial Planners. Each adviser enjoys 1/1 admin and paraplanning support and dedicated support from an Investment Manager.
In September, they are relocating to a brand-new office. The team are in growth mode so will be hiring further Financial Planners into the team over the next year.
Their ideal Financial Planner:
Hardworking, self-motivated professional
Experience providing complex, holistic financial advice to HNW clients
Chartered through CII or working towards
Dynamic individual who can spot business opportunities
What’s on offer:
Salary between £70,000-£80,000
Discretionary bonus
Clear cut progression up to Director/Partner level
Full back office support (1 paraplanner + 1 admin per adviser)
Existing client portfolio (£30million +)
High level of referrals from established introducers, Investment Manager, and marketing team
Dedicated Investment Manager to deliver bespoke advice to clients
For more information on this role please contact thomas.barton-howorth@recruitukltd.co.uk or 01179 170 414
05/09/2018
Full time
An exciting opportunity has come up with one of our leading Financial Planning firms. If you are keen to discuss then submit your details and our senior consultant Tom will contact to discuss in further detail.
The company:
Award-winning fully integrated Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds.
The opportunity:
Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients with combined AUM of circa £30million.
The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducer, and new business development.
The regional team:
A successful regional team in Guildford which manages £300million across 4 Financial Planners. Each adviser enjoys 1/1 admin and paraplanning support and dedicated support from an Investment Manager.
In September, they are relocating to a brand-new office. The team are in growth mode so will be hiring further Financial Planners into the team over the next year.
Their ideal Financial Planner:
Hardworking, self-motivated professional
Experience providing complex, holistic financial advice to HNW clients
Chartered through CII or working towards
Dynamic individual who can spot business opportunities
What’s on offer:
Salary between £70,000-£80,000
Discretionary bonus
Clear cut progression up to Director/Partner level
Full back office support (1 paraplanner + 1 admin per adviser)
Existing client portfolio (£30million +)
High level of referrals from established introducers, Investment Manager, and marketing team
Dedicated Investment Manager to deliver bespoke advice to clients
For more information on this role please contact thomas.barton-howorth@recruitukltd.co.uk or 01179 170 414
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.
29/08/2018
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.
An exciting opportunity has come up with one of our leading Financial Planning firms. Please see details below and give me a call on 01179-170-416 if you are interested to find out more.
The company:
Award-winning fully integrate Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds.
The opportunity:
Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients.
The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducers and new business development.
Their ideal Financial Planner:
Hardworking, self-motivated professional
Experience providing complex, holistic financial advice to HNW clients
Chartered through CII or working towards
Dynamic individual who can identify and action business opportunities
What’s on offer:
Salary up to £100k
Discretionary bonus
Clear cut progression up to Director/Partner level
Full back office support (1 paraplanner + 1 admin per adviser)
Existing client portfolio
High level of referrals from established introducers, Investment Manager and Marketing team
Dedicated Investment Manager to deliver bespoke advice to clients
For more information on this role, please contact Louise on louise.bibb@recruitukltd.co.uk or 01179170416 quoting ref: 12874
18/09/2018
Full time
An exciting opportunity has come up with one of our leading Financial Planning firms. Please see details below and give me a call on 01179-170-416 if you are interested to find out more.
The company:
Award-winning fully integrate Financial Service firm who are true pioneers in the dual professional, Financial Planning and Investment Management model. Numerous regional offices across the UK, managing c£25billion of private client’s funds.
The opportunity:
Due to a departing adviser, they are looking for an experienced Financial Planner to join the team and take over an existing portfolio of HNW clients.
The role will be a mixture of managing the existing clients and growing the portfolio, leveraging off referrals, existing introducers and new business development.
Their ideal Financial Planner:
Hardworking, self-motivated professional
Experience providing complex, holistic financial advice to HNW clients
Chartered through CII or working towards
Dynamic individual who can identify and action business opportunities
What’s on offer:
Salary up to £100k
Discretionary bonus
Clear cut progression up to Director/Partner level
Full back office support (1 paraplanner + 1 admin per adviser)
Existing client portfolio
High level of referrals from established introducers, Investment Manager and Marketing team
Dedicated Investment Manager to deliver bespoke advice to clients
For more information on this role, please contact Louise on louise.bibb@recruitukltd.co.uk or 01179170416 quoting ref: 12874
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients an opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
If you would like to find out more on this job role, please contact Andy on andrew.daly@recruitukltd.co.uk quoting ref 12871
18/09/2018
Full time
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients an opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
If you would like to find out more on this job role, please contact Andy on andrew.daly@recruitukltd.co.uk quoting ref 12871
Are you looking for an opportunity to be fairly remunerated for your efforts? Are you a high achiever looking for more opportunity and scope for progression? And are you keen to further your experience and gain more qualifications?
If so, then I have an opportunity that I would be pleased to discuss with you. The company is a nationally recognised group who hold roots in a prestigious association.
Due to their position as part of a respected and influential networking and marketing organisation, they hold key relationships with various companies, providers and individuals in order to provide you with strong qualified leads from an affluent client base.
They are currently expanding due to organic growth and continued success. They are keen to maintain this momentum going in the right direction by taking on successful, driven individuals.
What’s on offer;
Strong Qualified Leads from affiliated providers
Slick back office support
A market leading salary of between £30,000-45,000
OTE of £60k-75k per annum (uncapped commission so could exceed this)
Various networking & social events throughout the year
Proudly independent offering whole of market solutions
Your Characteristics & Experience;
Cemap & Cerer qualified (or equivalent)
Driven, Ambitious
Proven Equity Release background
A confident communicator with a focus on providing an ethical service to your clients
For further details or to discuss the position in more detail please call Chris Ingham on 01173 323 453 or email chris.ingham@recruitukltd.co.uk
12/09/2018
Full time
Are you looking for an opportunity to be fairly remunerated for your efforts? Are you a high achiever looking for more opportunity and scope for progression? And are you keen to further your experience and gain more qualifications?
If so, then I have an opportunity that I would be pleased to discuss with you. The company is a nationally recognised group who hold roots in a prestigious association.
Due to their position as part of a respected and influential networking and marketing organisation, they hold key relationships with various companies, providers and individuals in order to provide you with strong qualified leads from an affluent client base.
They are currently expanding due to organic growth and continued success. They are keen to maintain this momentum going in the right direction by taking on successful, driven individuals.
What’s on offer;
Strong Qualified Leads from affiliated providers
Slick back office support
A market leading salary of between £30,000-45,000
OTE of £60k-75k per annum (uncapped commission so could exceed this)
Various networking & social events throughout the year
Proudly independent offering whole of market solutions
Your Characteristics & Experience;
Cemap & Cerer qualified (or equivalent)
Driven, Ambitious
Proven Equity Release background
A confident communicator with a focus on providing an ethical service to your clients
For further details or to discuss the position in more detail please call Chris Ingham on 01173 323 453 or email chris.ingham@recruitukltd.co.uk
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients and opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
For more information on this role, please contact Andrew on andrew.daly@recruitukltd.co.uk quoting ref: 12871
12/09/2018
Full time
The client: Recruit UK have been retained to support one of the UK’s largest independently owned and chartered IFA practices with the recruitment of an experienced Financial Adviser for their flagship office in central London. This is a large company that has maintained an entrepreneurial attitude towards growth and has differentiated themselves from the competition by investing heavily in an industry leading back office support network for Financial Advisers to ensure they are maximising time with clients. The opportunity: Due to an existing Financial Adviser reaching capacity with their clients and opportunity has arisen for an experienced adviser to join the central London team and service an existing loyal HNW client base while leveraging relationships to develop new business opportunities in the region. This is an excellent position for a Financial Adviser who is well versed in business development and has a desire to maximise their earning potential by developing new HNW clients in and around London. You will benefit from having an existing client base that validates your salary from day one, along with the support of a dedicated back office support team and over 40 Financial Advisers to generate leads and share ideas with within the London office, alongside an attractive exit strategy long term. What’s on offer?
Existing client bank to service of £30million AUM
Ongoing business at £150,000 pa
30% Bonus on all business written above validation
Comprehensive back office, paraplanning, compliance and business development support
Heavy investment in IT, technology and marketing to support client acquisition
Whole of market environment, access to all products & platforms
Access to Inhouse DFM with Five-Star Defaqto rate multi-asset portfolios
Highly competitive buyout/exit strategy for Financial Advisers
Requested experience;
Hold level 4 Diploma (Essential)
Hold Chartered status or be committed to working towards this (Advantageous)
Demonstrate the ability to service a client base and generate new business
Strong knowledge of all financial products including; Investment, Pension & Protection
For more information on this role, please contact Andrew on andrew.daly@recruitukltd.co.uk quoting ref: 12871
We are working on an exclusive basis to recruit experienced financial advisers to join the financial planning arm of a national legal services group, who have clear and structured growth plans over the coming years. It’s a role that is absolutely fresh to the market place and not one you will have heard of before now.
This is a fantastic opportunity for a confident relationship builder to work with an established bank of clients and develop a long term career with uncapped earning potential. With a fully independent whole of market proposition you will be allowed the autonomy to offer a complete and trusted service to your clients.
What’s on offer?
All leads provided, these are qualified and comprehensive leads secured through their nationwide network of paralegals who are working with loyal clients developed over the past 18 years
Full back office support, with a slick and comprehensive administration and paraplanning service
Award winning and tailored IT system to provide an efficient and quality process, to ensure you can focus on providing excellent service to your valued clients
Exceptional branding and marketing material with a focus on the digital age!
Homebased working allowing you the autonomy to run your own diary
Robust yet slick compliance systems ensuring a quality service is provided
A competitive salary, realistic bonus structure with uncapped earning potential
Great career progression opportunities with regional director positions developing shortly
An opportunity to earn anything between £45,000-£60,000 annually
Further company information
After more than 18 years in operation this highly successful legal group is one of the leading Legal Services companies in the UK. The company works with national and local charities offering a range of Legal services to clients. Their many years of experience, along with their unique Estate Protection Services, makes them one of the country’s leading specialists in this field.
The group has expanded in recent years opening a wholly owned solicitors practice, allowing them to offer a more complete service to their valued clients. The final piece of the jigsaw for this ambitious yet mature organisation was the recent launch of their Financial Planning arm, completing their suite of services they are able to provide their extensive and loyal clientele.
With a team of 30 field based Paralegals, a client bank of 120,000 clients, weekly seminars around the country and with thousands of client trusts in place the quality of client leads is truly second to none, allowing advisers joining the business to quickly build their own client bank. You will have the autonomy to grow and maximise your own assets under management. The group prides themselves in the quality of the service it provides its clients with a genuine focus on excellent customer service.
What’s needed for me to be considered?
Minimum of the level 4 diploma qualification
Experience of working with a financial advisory or planning practice
An enthusiasm to be part of a growing and dynamic firm
A proven track record of building excellent client relationships
For more information on this role please contact Russell on russell.davies@recruitukltd.co.uk quoting reference 12585
05/09/2018
Full time
We are working on an exclusive basis to recruit experienced financial advisers to join the financial planning arm of a national legal services group, who have clear and structured growth plans over the coming years. It’s a role that is absolutely fresh to the market place and not one you will have heard of before now.
This is a fantastic opportunity for a confident relationship builder to work with an established bank of clients and develop a long term career with uncapped earning potential. With a fully independent whole of market proposition you will be allowed the autonomy to offer a complete and trusted service to your clients.
What’s on offer?
All leads provided, these are qualified and comprehensive leads secured through their nationwide network of paralegals who are working with loyal clients developed over the past 18 years
Full back office support, with a slick and comprehensive administration and paraplanning service
Award winning and tailored IT system to provide an efficient and quality process, to ensure you can focus on providing excellent service to your valued clients
Exceptional branding and marketing material with a focus on the digital age!
Homebased working allowing you the autonomy to run your own diary
Robust yet slick compliance systems ensuring a quality service is provided
A competitive salary, realistic bonus structure with uncapped earning potential
Great career progression opportunities with regional director positions developing shortly
An opportunity to earn anything between £45,000-£60,000 annually
Further company information
After more than 18 years in operation this highly successful legal group is one of the leading Legal Services companies in the UK. The company works with national and local charities offering a range of Legal services to clients. Their many years of experience, along with their unique Estate Protection Services, makes them one of the country’s leading specialists in this field.
The group has expanded in recent years opening a wholly owned solicitors practice, allowing them to offer a more complete service to their valued clients. The final piece of the jigsaw for this ambitious yet mature organisation was the recent launch of their Financial Planning arm, completing their suite of services they are able to provide their extensive and loyal clientele.
With a team of 30 field based Paralegals, a client bank of 120,000 clients, weekly seminars around the country and with thousands of client trusts in place the quality of client leads is truly second to none, allowing advisers joining the business to quickly build their own client bank. You will have the autonomy to grow and maximise your own assets under management. The group prides themselves in the quality of the service it provides its clients with a genuine focus on excellent customer service.
What’s needed for me to be considered?
Minimum of the level 4 diploma qualification
Experience of working with a financial advisory or planning practice
An enthusiasm to be part of a growing and dynamic firm
A proven track record of building excellent client relationships
For more information on this role please contact Russell on russell.davies@recruitukltd.co.uk quoting reference 12585
Our client is a successful financial services firm with a prestigious wealth management division. This company has offices throughout the UK providing wealth advice to private clients, charities and trusts.
From their office in Cardiff they are looking to recruit an experienced Investment Manager to work closely with the investment management team providing expert advice to clients throughout the region of south Wales.
The main responsibilities will include helping clients protect and grow their wealth through discretionary investment management which is at the core of what our client does. Additionally, it will be key for you to develop relationships with new and existing clients (and advisers) both locally and across the region.
Our client will provide support from their investment teams across the country including in-house research and the Investment Manager will manage the client portfolios adhering to the company’s investment philosophy.
The ideal candidate will have:
Suitable experience within a similar role.
Has attained CISI Level 6 and has maintained SPS (statement of professional standing).
The ability to clearly explain to clients why changes to their portfolio may better suit their investment objectives.
Confident writing skills for client reporting, valuations and research material.
Will have excellent presentation skills.
In return our client is offering a very competitive salary of up to £60,000 plus benefits which is dependent on experience. Furthermore, the right person will have the opportunity to develop their professional skills further and will have a key involvement in the continued growth and success of our client’s growing business.
If you meet the above criteria and are interested in this opportunity, please call Ryan Bartlett on 01179 450450. Please quote reference – 12856.
05/09/2018
Full time
Our client is a successful financial services firm with a prestigious wealth management division. This company has offices throughout the UK providing wealth advice to private clients, charities and trusts.
From their office in Cardiff they are looking to recruit an experienced Investment Manager to work closely with the investment management team providing expert advice to clients throughout the region of south Wales.
The main responsibilities will include helping clients protect and grow their wealth through discretionary investment management which is at the core of what our client does. Additionally, it will be key for you to develop relationships with new and existing clients (and advisers) both locally and across the region.
Our client will provide support from their investment teams across the country including in-house research and the Investment Manager will manage the client portfolios adhering to the company’s investment philosophy.
The ideal candidate will have:
Suitable experience within a similar role.
Has attained CISI Level 6 and has maintained SPS (statement of professional standing).
The ability to clearly explain to clients why changes to their portfolio may better suit their investment objectives.
Confident writing skills for client reporting, valuations and research material.
Will have excellent presentation skills.
In return our client is offering a very competitive salary of up to £60,000 plus benefits which is dependent on experience. Furthermore, the right person will have the opportunity to develop their professional skills further and will have a key involvement in the continued growth and success of our client’s growing business.
If you meet the above criteria and are interested in this opportunity, please call Ryan Bartlett on 01179 450450. Please quote reference – 12856.
