10 jobs found

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •  Job Title:  Chartered Financial Planner Salary:  £100,000 – £160,000 Location:  London / Home Counties Reference Number:  13687 Do you feel you have reached the pinnacle of your career and are craving a new challenge? Perhaps you are feeling limited, or a little too comfortable in your current role? Or maybe you would like to be able to offer your clients something different? These questions resonate a lot with Financial Planners and Wealth Managers who have spent their careers in large corporate firms. Whilst these companies come with their inherent benefits and perceived security, they often lack the freedom and autonomy of working for a boutique firm, where you and your clients are truly prioritised. What could be next? We are working with an award-winning Chartered Financial...

• Important: Please mention Financial Planning Jobs and job title / office when applying for this role •  We are seeking a Private Client Relationship Manager based in our Gibraltar office. This vacancy would suit someone looking to build on their career in Financial Services. The ideal candidate would have experience within this sector and have the drive and ambition required to work in a professional, fast-paced environment. This role is very demanding, the candidate would need to be comfortable taking on individual responsibility while working as part of the overall team. Experience Experience, understanding and knowledge in Financial Services, specifically to pensions and investments. Previous experience as a junior IFA, paraplanner or similar desirable including fully qualified IFA. Worked in a sales environment in a client facing role. Knowledge of funds and trading process desirable. Ideally some experience or knowledge of...

• Important: Please mention Financial Planning Jobs and reference number when applying for this role •  Job Title:  Paraplanner Industry:  Financial Services Location:  Taunton, Somerset Salary:  £25,000 – £30,000+ Reference Number:  14789 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Taunton to join a Chartered Wealth Management Firm. This is an opportunity for someone with experience to secure a new position. The firm is going through a phase of growth and as a result of recent acquisitions and new advisers, they’re looking for an experienced paraplanner to from home. They offer an excellent salary alongside great benefits and are committed to ensuring your success within the industry. Your duties will include but not be limited to: Report writing Fact-finding Client Service/ Review – first contact for clients with...

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •  Job Title: Junior Financial Adviser Industry:  Financial Services Location:  Wimborne, Dorset Salary:  circa £35,000 Reference Number:  14872 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Wimborne, Dorset to join a Financial Planning Firm. You will have an opportunity to work alongside one of the most influential Independent Financial Advice firms in Dorset. Their opportunity is unique to the area, as they have a large and successful client bank to provide you with to help you kick start your career with them. These clients are predominantly based across Dorset and Hampshire and are ready and waiting. Moreover, this client has excellent industry connections, including that of a Chartered Accountancy and Tax firm and, several law firms across...

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •  Job Title:  Junior Financial Planner Location:  Swindon Salary:  £30,000 – £35,000 Reference Number:  14874 Job Description: Recruit UK are working on an excellent opportunity for a Junior Financial Planner in Swindon to join a growing Directly Authorised IFA firm! This is a fantastic opportunity for someone who has some experience that would like to further develop their career. The business owner of this firm wants to bring someone in, to manage some of his clients to allow him to market the business even further. They currently have a handful of professional introducers in place so you will be supported both by working with an existing client bank but also receiving leads. For your first few months, you will have some support however it Is imperative that you hold an entrepreneurial...

Ever thought about a career as a financial adviser or paraplanner? Perhaps you are already a paraplanner and want to take your career to the next level? Unividual are currently hiring individuals to join our in-house academy that trains aspiring finance professional in to Chartered Financial Planners. Established 20 years ago, Unividual is an award winning, family-run business that provides lifetime personal financial advice and business financial advice across the world. The business set up Unicademy over 10 years ago to cultivate the next generation of financial advisers and paraplanners. Our proven track-record has gained significant attention from the industry and trade press, last year we had over 1000 applications for the academy. We have spent the last five years growing our team and culture. There is now 20 of us in the Unividual family, divided across our Bath and London offices and this position is based in our Bath office. The Role Job Title:...

Overview of Role We are seeking a Training and Implementation Manager to take responsibility for the onboarding and training of new and existing clients. The role will be done from any location but we will expect the incumbent to visit the office once per week as and when the Covid situation allows for this. The role covers 3 main processes; Onboarding – you will be the project lead on new customer implementations from start to finish, working to, but always looking for ways to enhance, the Company’s tried and tested onboarding process. Training - you will be responsible for both the delivery and design of the training programme offered to new and existing clients – ensuring that the Company’s training methods and materials provide for the best possible use and adoption of Fastrak amongst the Company’s clients. Support - you will proactively reach out to customers to drive increased engagement and offer insights and guidance. You'll also work on our help resources -...

• Important: Please mention Financial Planning Jobs when applying for this role •  Key Purpose of the Role Responsibility for providing excellent paraplanning support to the Financial Planners. One of the unique parts of our role is that you will be actively encouraged to participate in client meetings and help to formulate financial plans and strategies and will not just be a report writer... Experience of process and workflow management would be beneficial. Duties & responsibilities include: Support the Financial Planners with research and analysis to meet client needs and objectives Prepare Financial Plans and Suitability Reports Prepare and collate documentation to support the recommendation and justify the provider and product recommended. Assist with client meetings, including taking notes and follow up any actions as required. Manage your own workflows and tasks. Follow compliance processes to manage risk...