5 jobs found

Coast Recruitment are delighted to have been exclusively appointed by a Chartered Financial Planning firm in the search for a Financial Planner, based out of new offices in Leigh on Sea. Due to retirement, we have a truly exciting and extremely rare opportunity to join a growing team, on a senior, salaried basis with a client bank provided.  Our client is a genuinely Independent, chartered and professional organisation with a fantastic industry reputation.  They foster an encouraging and positive culture that enables the progression of its staff and in turn they enjoy sustained levels of growth and healthy financial performance. They are on their way to doubling in size of head count and AUM within the next 5 years   Main responsibilities The aim of this role is to provide first class long term financial planning services to ensure clients’ needs are satisfied compliantly and efficiently, and to maximise new business opportunities 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.   Qualifications, skills and experience  You must have at least three years’ experience working as a Financial Planner and you will have a proven track record providing high levels of service and advice. Ideally you will hold CII Chartered status, however we will consider Financial Planners who are close to achieving this status, because our client pride themselves on their training and development support. You will be given full study support as well as a very rewarding and prosperous career. Salary and benefits up to £75,000 depending on experience, qualifications and track record.   Company Car Allowance, 10% Employer Pension Contribution, Death in Service, Income Protection and Private Medical Insurance. Regular Company Social Events. Excellent culture and flexible working, promoting wellbeing and engagement.

Job Title: Financial Planner Industry: Financial Services Location: Shrewsbury Salary: £45,000 - £55,000 plus bonus Reference Number: 13659   Job Description: Recruit UK are working on an excellent opportunity for a Financial Planner in Shrewsbury to join a Financial Planning firm. This is a chance to join an established yet still boutique Wealth Management business who are looking for an experienced adviser to service and grow an existing sizeable and lucrative client bank. There is a genuinely client-centric feel to the business and with the existing client bank having been established over many years it is critical that excellence in client care is at the heart of your approach. The incumbent adviser will personally introduce you to their clients ensuring a smooth and secure transfer of business. The business prides itself on the slickness of its systems along with the quality of its back office and compliance teams. All Administration and Paraplanning will be taken care of for you, allowing you to focus on maintaining and growing your presence in the Shrewsbury area. This will effectively be a satellite office as the head office of the business is based outside of the West Midlands area. You will have full access to the remote Paraplanning services however should you prefer to have a Paraplanner based in the Shrewsbury office, that you will also have full access to then they are also happy to facilitate this arrangement.    What’s in it for you: Full Paraplanning / Administration support Bespoke, slick back office systems. First-year earnings potentially in excess of £100,000   Skills and experience required: Diploma in Financial Planning Excellence in client care An entrepreneurial mindset   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 Shrewsbury 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 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. • Please mention Financial Planning Jobs when applying for this role • 

The Paraplanners is hiring a practice manager to help us operate better and achieve our plans. Your responsibilities will range from playing an active role in the leadership team to working with the directors and the team to achieve the business plan by ensuring our policies and processes are the best they can be. About the job Like many small businesses, we have combined doing the 'day job' of paraplanning with a second job of running and managing the company. Managing the business well is vital to our future success and now is the right time to bring in someone special to focus on it. This job is all about making things run better and smoother around here. Working with the leadership team, your projects and responsibilities will include: Team leadership Implementing and refining processes and procedures Human resources Compliance and finance IT management Business marketing You will be supported by specialist external consultants in some of these areas. You can read a full job specification  here . About you We're looking for an ambitious practice manager who is seeking an opportunity to help shape the future of our firm and be part of the leadership team. You must get excited about people, processes and business development. Your days will be full of variety with responsibilities ranging from keeping our business plans on course to ensuring we maintain our sickness and holiday records. To us, that means someone who: Cuts though the noise and gets straight to the detail Is a great communicator Can deliver great results/outcomes within specific timeframes Applies experience to anticipate next steps and come up with effective solutions Has a proactive approach Can stand their ground and hold others to account when needed Is an excellent team leader who helps individuals to realise their potential Is able to bring the entire team together to make our vision a reality Is a creator and implementer of processes and procedure with a knowledge of IT, compliance, finance & marketing Has the skills to do an excellent job and ability to understand the technicalities involved within our industry You don't need to have a financial services background but must be willing to learn. Experience of working in a small business would be useful. We want to hire the best person no matter where you are. We are currently based in South Oxfordshire but our company lives in the cloud. If you're not local, that's fine. Our team can and do work from anywhere at any time. About the benefits As well the opportunity to work in a stimulating environment with top professionals in their field, the benefits include: Competitive salary based on experience Remote working (no more time and hassle of commuting to work) Flexible hours 4 weeks holiday plus bank holidays and your birthday Bonus scheme Pension and sick pay schemes Perk Bank Top IT kit How to apply If you feel you're the right person to join our team, we'd love to hear from you. A CV would be useful but we want to hear more about you, how you'd approach this job and what you'd bring to The Paraplanners. We look favourably on people who get creative with their applications. Email your application to richard@theparaplanners.com with Practice Manager in the subject line. There's no application deadline, we'd prefer to take on someone sooner rather than later but will wait for the right person. By all means contact us for a chat about the role too. • Please mentioned Financial Planning Jobs when you apply