10 jobs found

• Please mention Financial Planning Jobs when applying for this role • Job Title:  Paraplanner Industry:  Financial Services Location:  North Yorkshire Salary:  £40,000 Reference Number:  15373 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner position in North Yorkshire to join a leading Independent Financial Advice firm. They offer their clients a quality advice service. They are particularly focused on providing professional and impartial advice across the North East. My client is a leading Financial Advice firm. Offices in the North East. They are actively seeking a Paraplanner to work home or office-based supporting their Financial Advisers. Their paraplanners provide in-depth research and analysis and high-quality written suitability reports to support the delivery of first-class holistic financial planning. This position would suit a candidate who is Level 4...

• Please mention Financial Planning Jobs when applying for this role • Job Title:  Paraplanner Industry:   Financial Planning Location:  Cardiff Salary:  Negotiable Job Reference:  15268 Job Description: Recruit UK is working on an excellent opportunity for a Paraplanner in Cardiff to join a Financial Planning firm. Our client is an established, successful Financial Planning firm who are looking to expand their back-office team and take on a Paraplanner. Due to their size and growth over the past year, they are able to take someone who is more junior and perhaps requires a bit more support and training  Your role will include but not be limited to: Processing information from client meetings Analysis of client information to produce detailed suitability reports Conducting research to find suitable options for clients Being fully compliant and meeting strict FCA regulations...

• Please mention Financial Planning Jobs when applying for this role • Job Title:  Financial Planner Industry:  Financial Services Location:  Leatherhead, Surrey Salary:  £80,000 Reference:  15395 Job Description: Recruit UK is working on an excellent opportunity for a financial planner in Leatherhead to join a bespoke financial planning firm that advises High Net Worth and Ultra High Net Worth, clients. Due to the director winding down, they are looking to expand their financial planning team by bringing in an advisor to come in and help take on a number of the company’s clients, whilst building and growing this bank further long term. For this reason, there is no requirement to bring clients across. Alongside working with an existing client base, all your leads will be provided via referrals and professional introducers, with a highly rewarding salary of up to £80,000, high bonus potential,...

• Please mention Financial Planning Jobs when applying for this role • Job Title:  Financial Adviser Industry:  Financial Services Location:  Poole, Dorset Salary:  £50,000 (OTE £75,000+) Reference Number:  15351 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser in Poole to join a Chartered Independent Financial firm. My client is looking for an individual with a strong work ethic, a passion for service, and, relationship building who is committed to providing the highest level of service to their clients. This unique local opportunity will give the successful adviser the opportunity to inherit an instant client bank as well as, the opportunity to inherit additional clients across the coming months. If you’re an established financial adviser, that is looking for a firm with an excellent culture, back-office support, and an attractive package this role...

• Please mention Financial Planning Jobs when applying for this role • Trainee Financial Adviser Role:  Permanent – Full Time Role – 8.30am start Location:  Bath Office, Upper Bristol Road Salary:  Up to £28,000 dependent on experience and qualifications Non Diploma qualified £23,000 ~ Diploma qualified £25-£26,000 ~ Adv Dip qualified £28,000 Aspiring to become a  Chartered Financial Planner , advising clients on their finance?  No matter whether you are already a holder of your Diploma in Regulated Financial Planning or want to find a business where you can progress your career, Unividual are looking to hire a future adviser with a strong moral compass, bags of enthusiasm and a focus on learning and progressing themselves. Established in 2000, Unividual is a family-run business with offices in Bath and London. We have 6 financial advisers (and growing) with a total team...

* Please mention Financial Planning Today Jobs when applying for this role Role Purpose: To work with new and existing clients to enable them to adopt the BAT auto-compliance, Mortgage and Wealth software products as part of our service to UK financial advice firms.    The primary function of the role is to manage the client adoption of the solution, and demonstrate the BAT software. Key Responsibilities: High-level Responsibilities To demonstrate the BAT software to end clients To broadcast the benefits of BAT, via demonstrations. Identify product ideas that are derived from sales demonstrations Create videos for recorded demonstrations Improve the automation of the onboarding Work with Zoom and Teams with seminars To work with the IFAC team to resell and reinforce BAT to existing clients Create Marketing and website content that can be distribute online through a variety of channels. KPIs and Measures:...