5 jobs found

• Please mention Financial Planning Jobs when applying for this role Churchgates is a unique and powerful combination of Financial Planners, Investment Managers, Solicitors, Accountants and Tax Advisors under one roof.  We believe that all people should be treated with respect and our culture is to maintain a friendly, professional environment where traditional values still count. 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 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...

• Important: Please mention Financial Planning Today Jobs when applying for this role   Sales Executive The role of our Sales Executive is to work closely with our Head of Marketing to identify and nurture leads and deal with enquiries on moneyinfo. The role calls for strong data analysis skills, excellent communication & organisation skills and preferably some knowledge of the financial adviser market. We will consider a graduate. Salary: £17k-£25k depending on skills and experience. Package includes Non-Contributory Pension Scheme, Private Medical, Free Office Parking, Company Share Options Scheme (after probationary period) and Death in Service Cover. Location: Based in Henley-in-Arden with optional home working. Responsibilities include Working alongside the Head of Marketing to identify and engage prospects from marketing campaigns, and where appropriate book them in for a product demo with our Sales Team....

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •  Job Title:  Financial Adviser Industry:  Financial Planning Location:  Nottingham Salary:  up to £60,000 Job reference:  14909 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser to join an Independent Chartered Financial Advice practice in Nottingham. This company is financial planning specialist, providing quality and long-term support for its clients. They are very much focused on managing their clients wealth well to help them achieve their goals. They offer holistic financial planning as standard and have a passive investment approach. They ensure time can be spent on structuring good plans for clients and offer cash flow planning as a standard for their clients. They offer fixed fees and have strong process-driven operations. This role is...

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •  Job Title:  Senior IFA Administrator Industry:  Financial Services Location:  Ipswich Salary:  Up to £28,000 Job Reference:  15007 Job Description: Recruit UK are looking for a Senior IFA Administrator to join an independent financial advice firm in Ipswich. This company’s reputation has been built on its impartial approach and quality advice. They are one of the leading and longest-established financial planning companies in the UK and have gone from strength to strength over the years. As a result of their ongoing success, they are currently expanding their adviser support team in Ipswich and are looking for an experienced senior IFA Administrator. Duties include, but are not limited to: Supporting Financial Advisers and Paraplanners Liaising with product providers and...

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •  Job Title:  Financial Adviser Industry:  Financial Services Location:  Marlborough, Wiltshire Salary:  £45,000 – £50,000 Job reference:  15001 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser to join a financial planning practice in Wiltshire. This national wealth management and financial planning company with circa £2.8 billion AUM are looking to grow one of their offices in Wiltshire. They provide independent, specialist advice for their clients across areas such as pensions, retirement planning, inheritance tax, and investments. Within this role, you will provide financial advice to clients and support them with the best route to reach their financial goals. In order to be successful, you have strong relationship building...