5 jobs found

Due to an exciting period of growth, Attivo Group is looking to recruit Trainee Paraplanners to join the team in our Cheltenham office in 2020. This is a unique opportunity to become a member of the Trainee Paraplanning Team and develop your career with the excellent study support we offer. We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy. Main responsibilities secure and deliver information from the initial data gathering request so that it can progress through to completion liaise with product providers and insurance companies to obtain policy and plan information in a timely manner assist Financial Planners with portfolio reviews via analysis, compilation and completion of-in house client reports/meeting packs prepare client Annual Review letters ensure compliance procedures are adhered to at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner with full and accurate information maintain and proactively secure product, technical, and regulatory knowledge to enhance personal performance.   Qualifications, skills and experience minimum 5 GCSEs graded A-B or equivalent, including Maths and English minimum 3 B grades at A Level or equivalent (preferably including Maths) Financial Services experience is beneficial industry exams are beneficial must have an aspiration to become a Financial Planner excellent interpersonal, listening, numerical and IT skills excellent written/verbal communication skills good organisational, time management, and caseload management skills ability to work well under pressure while maintaining excellent attention to detail. Salary and benefits £18,000 rising to £30,000 on completion of the Diploma in Regulated Financial Planning. We provide fully funded study support to help you achieve this. Attivo Group also offers: excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service generous holiday allowance corporate gym membership parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only) regular company social events charity days excellent culture, promoting employee wellbeing and engagement. • Please mention Financial Planning Jobs website when applying for this role • 

Are you looking for a rewarding career as a Financial Planner? Do you hold or are you close to achieving your Diploma in Regulated Financial Planning? Are you looking for a business that will invest in your future and support your ambition to become a Chartered Financial Planner? If so, keep reading! Attivo Group is looking to recruit several Trainee Financial Planners based in Berkshire, Surrey, Kent, or surrounding areas to start in April 2020 due to our exciting expansion. You will be based in our London office for a six-month intensive training programme, during which you will be taught all the skills required to become a successful Financial Planner including carrying out the advice process, building client relationships, and influencing and negotiation skills. Training will also include rotational placements in both our Relationship Management and Paraplanning teams, giving you a well-rounded education in Financial Planning. Following completion of the training programme, you will begin your career as a Financial Planner with Attivo Financial Planning. This is a salaried role and all clients are supplied, so it is a fantastic opportunity to become a member of our team and develop your career. We provide our advice and service through Attivo Financial Planning, one of the very few genuinely Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy. Main responsibilities The aim of this role is to provide first-class long-term tax and financial planning services to ensure clients’ needs are satisfied compliantly and efficiently, and to maximise new business opportunities whilst retaining the Group’s growing client base. You will be provided with full paraplanning and administration support from an office-based team, allowing you to focus on delivering exceptional service to our clients. We pride ourselves on the training and development support we give our employees to attain further exams. You will be given full study support as well as a very rewarding and prosperous career. Qualifications, skills and experience Diploma in Regulated Financial Planning is essential however, candidates close to achieving this by April 2020 will be considered experience working in Financial Planning would be an advantage excellent interpersonal, listening, numerical and IT skills strong analytical and research skills excellent report writing and written/verbal communication skills good organisational, time management, and caseload management skills ability to work on own initiative, sometimes for long time periods professional, ethical and discreet ability to build and maintain ongoing client relationships ability to work well under pressure whilst maintaining excellent attention to detail full UK driving licence is essential degree or equivalent in Economics, Maths, Accountancy and Finance or Business Management would be desirable minimum 5 GCSEs graded A-B, including Maths and English. Salary and benefits Salary is up to £40,000 depending on experience and qualifications. Attivo Group also offers: excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service generous holiday allowance corporate gym membership free town centre parking for employees who live over 1.5 miles away from the office (Cheltenham only) regular company social events charity days excellent culture, promoting employee wellbeing and engagement. • Please mention Financial Planning Jobs  website when applying for this position •

Job Title:  Financial Planner Industry:  Wealth Management Location:  Chelmsford, Essex Salary:  £60,000 – £90,000 + Bonus Reference Number:  13798   Are you maximising your potential as an Adviser? Do you have the right infrastructure behind you to provide your clients with the service they deserve? Does your current firm have a long-term incentive that rewards your commitment? Would you like to align yourself to a successful regional office of a leading Wealth Management firm?   If any of those questions resonate with you, then read on… Recruit UK are pleased to be working with one of the key players in the UK Wealth Management sector. They have enjoyed strong year on year growth, driven through both mergers and acquisitions, and an organic focus on hiring some of the UK’s leading Financial Planners into their 30 regional offices across the UK. They now collectively manage over £25billion of private client money, offering market-leading Financial Planning, coupled with expert Investment Management. They have been described as pioneers in the dual professional advice model, which now dominates the industry. They have an exciting opportunity to join their successful team in Chelmsford, to help further established and drive their regional presence throughout Essex/Suffolk. As a Financial Planner, you will be working closely with their Investment Managers and existing introducers to help you develop a portfolio of HNW clients. This opportunity would suit a Financial Planner whose current proposition is not geared up for their top tier clients, or a Wealth Manager in a Private Bank who is feeling limited by the scope of the advice they can offer their clients.   What’s on offer? Market-leading remuneration A comprehensive benefit package Full technical support from dedicated in house team Opportunity to work with IM’s to develop client book Access to new clients through existing introducers Opportunity to align yourself to a trusted industry name Long-term incentive plans that reward commitment Clear cut progression up to Partner   What are they looking for? An established adviser with a proven track record Commitment to CPD (Chartered desirable) An unwavering client-centric mentality A seasoned business developer who can help drive regional growth Strong leadership skills with the ability to coach junior members (no direct line management) If you are considering the next step and would like to join a firm that will help accelerate your career, by offering exceptional service to your clients, then get in contact to find out more.   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 leading Wealth Management firm based in Chelmsford on a 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.

Financial Planners Required across the UK Appointed representatives or Registered individuals IFA, Restricted or Hybrid   Recruit UK are pleased to be working in partnership with 2plan wealth management, we have looked behind the scenes at head office and spoken to existing advisers and we truly believe this is one of the best self-employed propositions available right now. One of the major things we see with financial advice companies is disjointed processes and antiquated technology, CRM’s that promise the earth but don’t deliver, a multitude of add-ons that come at an extra cost, a never-ending manual and a helpline that is far from helpful. The great thing about 2plan is they have designed their own software, built by advisers for advisers, automation is the heart of the process ensuring that marketing,  suitability letters, fact finds, product research and other integral parts of the advice process are quick and easy, you don’t even have to worry about opening your post. Software updates are run by an experienced IT team who also provide full training and 24/7 support you’re even provided with a tablet and pen for client visits to complete applications on or offline.  This is merely the tip of the iceberg, but to put it into perspective their time-saving technology frees up 1 day a week of adviser’s time and saves advisers c£2500 per month in extra costs in comparison to going directly Authorised. 2plan are incredibly flexible, if you want to work under the 2plan branding you can and they will build you a website and manage your social media, however, if you would prefer your own branding that’s perfectly OK. Other areas where 2plan are flexible are you can join as a registered individual or an appointed representative and still benefit from the same competitive fee splits as low as 10%, you can be IFA or restricted or even a hybrid of the two  this is especially attractive to financial advisers  who want to build an adviser team by taking advantage of the subsidised 2plan adviser academy which has a higher pass rate than the Cii, taking mortgage advisers, BDMs, paraplanners through the level 4 qualification and getting them adviser ready for your business. A forward-thinking cost-effective way to grow your business. If you are an adviser that struggles with the administration or paraplanning 2plan have fully trained and experienced in house virtual assistants to take the weight off, you can use this as a pay as you go service, removing the extra cost of hiring staff. One of the major benefits of joining 2plan is that they take away the worry and increased pressure of running your own compliance, with the FCA increasing the amount of work involved to be an IFA it makes more sense to let a 2plan take care of all things compliance, with regular file checking, pre-approved pension transfer desks and the cost of PI and capital adequacy covered you can ensure that you and your clients are in safe hands.   Training and adviser academy 2plan’s subsidised adviser academy provides finance and support to help build a team through recruiting, training and developing paraplanners, part-qualified advisers or mortgage advisers They pay towards the first eight months salary, cover the costs of training non-financial planning qualified candidates to become advisers and get them to Level 4 Additional ongoing training support and development workshops provide a chance to network with other advisers   Software and technology Efficient technology, seamless processes and outstanding support saves advisers £2,500 per month in extra costs in comparison to going directly authorised 2plan’s own technology, back-office systems and IT team have been designed by financial advisers by financial advisers so writing business has never been easier, it can easily save you a day week in time. Virtual paperless environment They also provide phones, laptops and tablets, as well as 24/7 support   Compliance and regulatory services Pre-approved pension transfer desk. 2plan’s training and competence scheme includes case checking for compliance as well as regulatory updates Low PI cover, with an excess of £5,000 if a claim is made against the adviser as opposed to high premiums and an excess of £35,000-£50,000 for directly authorised advisers 2plan will pay the excess if they agreed on the advice. A regularly updated and comprehensive library of regulatory and financial planning guidance Additional regulatory/compliance support and research such as central paraplanning support, online model portfolios, online product and provider research   Client management 2plan’s Personal Client Agreements provide clear, easy to understand information on a range of tailored fee/cost options to avoid any confusion Enhance client relationships so you can build relationships based on honesty and integrity Ensure high-value cases receive the highest level of research and expertise Easy novation of existing clients, via the experienced in-house novation team.   Marketing support A strong parent brand to add weight to your reputation and help with new business and recruitment First year marketing costs covered 2plan’s marketing support includes brand development, newsletters, PR, social media and website management and design   Back office support 2plan’s unique virtual administration system (VAS) provides full admin support and an extra pair of hands on a pay-as-you-go basis Eliminates the cost and complexity involved with employing extra admin staff Paraplanning service ensures the highest standards of compliant and professional advice Provides a safe environment and reduces the risk for clients, advisers and 2plan Additional support from the centralised head office team includes compliance and risk professionals, regulatory gurus and DB pension experts •  Please mention Financial Planning Jobs when applying for this role  

Recruit UK are pleased to be working in partnership with award-winning Foster Denovo to assist in their ongoing financial adviser growth strategy for London and the South East. And right now, has never been a better time to join. With so many advice firms in the market hiring, it is imperative to Recruit UK that we work with the best of the best and have taken an in-depth look under the bonnet of FD, we feel they really stand out, offering financial advisers the perfect balance of financial security,  support, branding and technology.  Foster Denovo are big investors in their advisers, with share opportunities, in house training and mentorship from experienced partners through their highly commended quantum leap program, empowering advisers to break through barriers and double their turnovers. Since they established in 2005, Foster Denovo has consistently innovated and developed a proposition which in their words is built by advisers for clients. This approach has allowed them to grow organically, by hiring like-minded advisers who were fed up with a non-client centric approach and are positive about the future of lifestyle financial advice. Foster Denovo have a clearly defined growth strategy that will benefit everyone within the business, led by a team of experienced and driven senior executives there is no doubt that if you decide to become a partner with Foster Denovo you will surpass your earning expectations and improve work-life balance.   Remove the burden of administration From IT support to compliance expertise and specialist knowledge, Foster Denovo’s in house back-office experts free up your time and allow you to take on more complex cases and a pragmatic approach to your business.   Business Development Work closely with a dedicated business development manager, existing relationships with corporate clients to work with and an established network of professional introducers to enhance your current efforts with in house business development coaching and training.   Leading Investment Proposition: Be confident in the advice you are providing with full due diligence carried out on over 3000 funds – an extensive list of pre-approved products with independent, bespoke options for every type of client requirement.   Streamlined Technology Don’t let archaic technology slow you down, Foster Denovo have invested heavily in technology to streamline advice process and they are continuing to innovate to ensure their partners and clients get the best experience possible.   Easy onboarding A slick onboarding process for both you and your clients, fully branded and marketing in place to ensure a smooth stress-free transition for all involved.   Training and development Foster Denovo deliver the best training we have seen in the market with access to Quantum Leap their own in-house training delivered by top-performing partners. Every adviser has access to a partnership manager to help guide you through tricky advice or business opportunities.   Succession Planning There is a Market leading practise buyout for Partners so you can be confident your clients will be taken care of and you will be rewarded fairly upon exiting the Industry, They also offer Partner Protection scheme to ensure your clients are looked after and your family will receive a pay-out in the event of your death.   Is this right for you? Are you an adviser who has hit glass ceiling or a dead end? Do you lack the support in your current firm to maximize your revenue? Do you not feel invested/valued in your current company? Are you looking to be part of a growth story and share in the rewards? Are you confident in your own personal ability to write business? Do you want to reduce stress and increase profits? Really busy but not getting anywhere? Do you want to build a long-term exit strategy? If the answer to any of the above is YES, then let’s book in a call to run through your current proposition. •  Please mention Financial Planning Jobs when applying for this role