3 jobs found

Job Title:  Chartered Financial Planner (Home-based) Industry:  Financial Advice Location:  Surrey Salary:  £65,000-£70,000 + bonus Reference Number:  14370 Job Description: Does your current company have a tangible lead source to help you bring on new clients? Do you enjoy the freedom and flexibility of working from home? If you’d like to answer yes to the above, then we might have the perfect role for you! Recruit UK are working on an exciting opportunity for a Chartered Financial Planner in Cambridge to join one of the UK’s top IFA firms to work as a field-based adviser. Due to a unique introducer relationship, they have access to a high level of professional earning £150,000 + and are therefore looking to hire an additional FP to join their team. This is an excellent opportunity to align yourself to a professional firm that prides itself on the high standard of advice they offer their clients. They have been recognized as one of the top 100 IFA’s in the UK. This would give you the opportunity to develop a large client portfolio, leveraging off excellent business support and a solid lead source, whilst enjoying the freedom and flexibility of home working.   What’s in it for you: Salary £65,000-£70,000 Bonus based on salary validation (no grey area with earnings) Pension, Private Medical, Group Life All leads provided through existing introducer relationships Full paraplanning and admin support   Skills and experience required: Chartered Financial Planner through the CII (AF3, AF7 or G60 essential) Strong technical pension knowledge (public pension desirable) Ability to work independently and proactively Proven track record of production Experience providing independent advice (desirable) If you are considering a change and would like to discuss the above role in further detail, then give me a call for an initial confidential discussion.   About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an IFA firm based in Cambridge on a Chartered Financial Planner role.   Our commitment to you Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title:  Trainee Financial Adviser Industry:  Financial Services Location:  Cardiff Salary:  £30,000 Reference Number:  14524 Job Description: Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Cardiff to join an IFA firm. Our client offers independent Financial Advice for clients across South Wales, tailoring their solutions for specific client needs. They have the capacity to advise on protection, pensions, investments, and mortgages. They have a set 6-point structure, to ensure they cover every basis to make sure they truly understand their client Financial goals. Due to pure, organic growth, they have the capacity to take on a Trainee Financial Adviser and supply them with the training they need to offer star quality advice. They are open to candidates from mortgage background or Paraplanning backgrounds, and only require you to have your Level 4 diploma in order to be considered. What’s in it for you: Training and Support Leads provided Competitive salary Bonus and benefits   Skills and experience required: Diploma in Financial Planning – Essential Client facing experience – Desirable Experience in Financial Services – Essential Knowledge of UK products – Essential   About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Newport on a Financial Advice role.   Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.

Job Title:  Junior Paraplanner Industry:  Financial Planning Location:  Wakefield Salary:  £25,000–£30,000 per annum Job reference:  14544 Job Description: Recruit UK are working on an excellent opportunity for a Trainee Paraplanner in Wakefield to join a Financial Advice practice. This company offers excellent training and will support you on your journey to become a fully qualified paraplanner. They are a reputable firm with an excellent reputation in the area and you will be joining a highly successful company. My client is currently looking to bring in someone with financial services experience who is looking to progress into a paraplanning position. You will be fully supported with your learning and development, though they would like you to have administration experience within a financial services environment.   What’s in it for you? Salary of £25,000 plus an uplift in salary after probation Fantastic work culture with a focus on work-life balance. Opportunity to progress within the company. Full support with your level 4 qualification.   Skills and experience required: Experience of administration within a Financial services environment. Excellent communication skills, both written and verbal Some knowledge of IFA products and services. Passion to become a Paraplanner   About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Advice firm based in Wakefield on a Trainee Paraplanner role.   Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the job market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.