4 jobs found

We are looking for a Client Services Advisor  to join our support team and help us to deliver amazing technology to financial advice businesses. moneyinfo is a multi-award winning fintech business based in Henley-in-Arden, Warwickshire. We deliver a better client experience for financial advisers, wealth managers and discretionary fund managers through our market leading client portal and app. It transforms the way firms conduct business by adding a digital service channel complementing their existing technology and processes. We’re the market leader because we have the best people and look after them with great career progression, new skills training, share options, private health care, pension, life cover etc. We get a kick out of making ourselves feel great, making our clients feel great and delivering on our promises.  If you have the industry knowledge and want to learn more about how the technology works ‘behind the scenes’,...

Job Title:  Financial Adviser Industry:  Financial Services Location:  Cheltenham Salary:  £30,000 – £60,000 (depending on experience) Reference Number:  15092 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Cheltenham to join a Financial Planning firm. This well-established Financial Planning firm put the client service at the centre of everything they do.  They pride themselves on building meaningful relationships and help clients fulfil their financial dreams. Due to growth within the business, they are looking to take on a Financial Adviser to join their tight-knit team. Experience growing your own client bank is essential, but they have got strong lead introducers and inbound referrals that you will be able to work with. The firm has got exceptional back-office staff that you will be able to work closely with meaning you can focus on clients and...

• Important: Please mention Financial Planning Today Jobs and any reference number when applying for this role • Job Title:  Financial Adviser Industry:  Financial Planning Location:  Bromsgrove Salary:  £30,000 – £40,000 Reference Number:  15105   Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in the midlands to join an Independent Financial Planning firm in Bromsgrove. Within the Midlands, the business has physical offices in both the west and the east midlands. They are in a position where they are now looking for an additional financial adviser to join their planning team. This role will be to support a senior Financial Planner in the company and assist with servicing existing clients and maintaining client care and quality relationships. As well as further business development and continuing to grow your client base from there. This is...

• Important: Please mention Financial Planning Today Jobs and any reference number when applying for this role • Job Title:  Chartered Financial Planner Industry:  Financial Advice Location:  Cambridgeshire Salary:  £70,000 Reference Number:  15108 Job Description: Recruit UK is working on an opportunity for a Financial Planner in Cambridgeshire to join a Chartered Financial Planning firm to manage an existing portfolio of HNW clients. Due to a departing adviser, there is a c£70million AUM portfolio of HNW private clients to take over. Although this sounds like a large workload, you will receive admin and technical support on all aspects of the process, freeing up your time to focus purely on client reviews. Whilst there is no expectation to do new business, you will have the opportunity to earn a decent bonus for anything you can bring in on top of a bonus for retention of the book. As a...