MW Recruitment is delighted to partner with a Chartered Financial Planner who are expanding following record growth exceeding all targets and expectations. This is an exciting time to join a firm with an enviable reputation for excellence and innovation.
Duties will include:
Provide financial planning advice to a diverse range of private and commercial clients
Identify and develop new advisory opportunities with prospective clients
Ensure that clients’ portfolios fit with their requirements and optimises their investment goals
Offer a comprehensive advisory service to a portfolio of individual and commercial entities including many affluent and HNW profiles.
Develop relationships nationally with intermediary channels, generating new flows of inbound client business to distribute across the group.
This would be ideal for a Financial Planner/Wealth Manager Level 4 qualified, who is seeking a step up in their career, looking to develop their own client base with a sophisticated business model and market offering.
For more information please contact Maz Matin on Maz.matin@mwrecruitment.com or call 0207 199 6263
• Please Mention Financial Planning Jobs when you apply
14/01/2019
Full time
MW Recruitment is delighted to partner with a Chartered Financial Planner who are expanding following record growth exceeding all targets and expectations. This is an exciting time to join a firm with an enviable reputation for excellence and innovation.
Duties will include:
Provide financial planning advice to a diverse range of private and commercial clients
Identify and develop new advisory opportunities with prospective clients
Ensure that clients’ portfolios fit with their requirements and optimises their investment goals
Offer a comprehensive advisory service to a portfolio of individual and commercial entities including many affluent and HNW profiles.
Develop relationships nationally with intermediary channels, generating new flows of inbound client business to distribute across the group.
This would be ideal for a Financial Planner/Wealth Manager Level 4 qualified, who is seeking a step up in their career, looking to develop their own client base with a sophisticated business model and market offering.
For more information please contact Maz Matin on Maz.matin@mwrecruitment.com or call 0207 199 6263
• Please Mention Financial Planning Jobs when you apply
Our client is a leading investment house who are now seeking a Operations Director to assist with company strategy . This is a varied role focusing heavily on improving operational processes and rolling out sales training.
An overview of the role:
Utilising historical sales data to direct sales activity for the company. Review and improve operational processes Interpret MI to drive sales strategy Support all business channels in meeting targets Work closely with the distribution team Maintain relationships with external providers Implement and roll out sales programme for company wide sales team.
The ideal person will: Have previously worked within the IFA market or retail sales Experience as a senior manager in a sales and operational capacity. Experience with implementing processes and strategy.
In return you will be part of a dynamic company and part of a senior management working closely with the CEO to cultivate a rewarding and enjoyable environment.
To be considered for this senior role or find out more about this and similar roles please click apply now or email us at the address below:
If you are interested in further details please feel free to to have an informal conversation with Maz Matin on 0207 199 6263 or get in touch: Maz.matin@mwrecruitment.com
• Please Mention Financial Planning Jobs when you apply
14/01/2019
Full time
Our client is a leading investment house who are now seeking a Operations Director to assist with company strategy . This is a varied role focusing heavily on improving operational processes and rolling out sales training.
An overview of the role:
Utilising historical sales data to direct sales activity for the company. Review and improve operational processes Interpret MI to drive sales strategy Support all business channels in meeting targets Work closely with the distribution team Maintain relationships with external providers Implement and roll out sales programme for company wide sales team.
The ideal person will: Have previously worked within the IFA market or retail sales Experience as a senior manager in a sales and operational capacity. Experience with implementing processes and strategy.
In return you will be part of a dynamic company and part of a senior management working closely with the CEO to cultivate a rewarding and enjoyable environment.
To be considered for this senior role or find out more about this and similar roles please click apply now or email us at the address below:
If you are interested in further details please feel free to to have an informal conversation with Maz Matin on 0207 199 6263 or get in touch: Maz.matin@mwrecruitment.com
• Please Mention Financial Planning Jobs when you apply
Job Title: Investment Adviser
Industry: Investment Management
Location: Mayfair, London
Salary: £40,000-£50,000
Job Description:
Recruit UK are working on an excellent opportunity for an Investment Adviser in London to join a Wealth Management firm.
This Wealth Management firm is true pioneers in the dual professional, Financial Planning and Investment Management model. They provide bespoke advice to HNW private clients from 30 established regional offices.
They have an exciting opportunity for an Investment Advisor to join their Advisory team in London. This is a highly successful team which provides services to 4000 HNW private clients. As a result of an internal promotion, there is an existing portfolio of clients to manage. You will also be provided with a high level of referrals through their sales and marketing team.
A successful candidate will be a driven investment professional with a proven track record in generating business through leads and referrals. You must be able to forge strong relationships with in-house financial planners, creating a cross referral network to maximize business potential.
What’s in it for you?
On offer is a salary of £40,000-£50,000 with competitive benefits and attractive performance related bonus, giving you a first year OTE of £70,000 +
You will be joining a fun, dynamic team which promote a strong focus on work-life balance. They also place a big emphasis on professional development and will facilitate further studies, unlocking numerous progression opportunities within the group.
Skills and experience required:
An in-depth understanding of Investments is key, so you can clearly articulate advice to both new and existing clients. You must also be able to adhere to a central investment philosophy and ensure all advice is compliant. You must also be level 4 qualified, holding either IAD, IMC or PCIAM.
If this opportunity ticks the boxes for you, and you feel you have the right expertise/skill set, then submit your details and Tom will give you a call to discuss the role/company in further detail.
Recruiters contact info:
Name: Thomas Barton-Howarth
Email: Thomas.barton-howarth@recruitukltd.co.uk
Tel: 01179 170 414
WhatsApp/mobile: 07399163959
Job Reference: 13231
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 currently representing an Investment Adviser role in London to join a Wealth Management firm.
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.
08/01/2019
Full time
Job Title: Investment Adviser
Industry: Investment Management
Location: Mayfair, London
Salary: £40,000-£50,000
Job Description:
Recruit UK are working on an excellent opportunity for an Investment Adviser in London to join a Wealth Management firm.
This Wealth Management firm is true pioneers in the dual professional, Financial Planning and Investment Management model. They provide bespoke advice to HNW private clients from 30 established regional offices.
They have an exciting opportunity for an Investment Advisor to join their Advisory team in London. This is a highly successful team which provides services to 4000 HNW private clients. As a result of an internal promotion, there is an existing portfolio of clients to manage. You will also be provided with a high level of referrals through their sales and marketing team.
A successful candidate will be a driven investment professional with a proven track record in generating business through leads and referrals. You must be able to forge strong relationships with in-house financial planners, creating a cross referral network to maximize business potential.
What’s in it for you?
On offer is a salary of £40,000-£50,000 with competitive benefits and attractive performance related bonus, giving you a first year OTE of £70,000 +
You will be joining a fun, dynamic team which promote a strong focus on work-life balance. They also place a big emphasis on professional development and will facilitate further studies, unlocking numerous progression opportunities within the group.
Skills and experience required:
An in-depth understanding of Investments is key, so you can clearly articulate advice to both new and existing clients. You must also be able to adhere to a central investment philosophy and ensure all advice is compliant. You must also be level 4 qualified, holding either IAD, IMC or PCIAM.
If this opportunity ticks the boxes for you, and you feel you have the right expertise/skill set, then submit your details and Tom will give you a call to discuss the role/company in further detail.
Recruiters contact info:
Name: Thomas Barton-Howarth
Email: Thomas.barton-howarth@recruitukltd.co.uk
Tel: 01179 170 414
WhatsApp/mobile: 07399163959
Job Reference: 13231
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 currently representing an Investment Adviser role in London to join a Wealth Management firm.
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: Employed Financial Adviser
Industry: Financial Advice
Location: Northampton
Salary: up to £55,000 dependent on experience
Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Northampton to join a well established and longstanding investment management and financial planning company.
The company are now in a position to bring on an additional adviser to the business to assist with their continued success and service existing clients, whilst developing further business.
This company offer professional services with a personal touch, both their professional and private clients are allocated advisers, that are dedicated to meeting their needs and developing longstanding relationships.
This is an excellent opportunity for an adviser to join a fantastic company, with a brilliant reputation, to nurture their passion for advice and develop their skills further.
What’s in it for you:
Employed roles with starting salaries from £40,000 to £55,000 dependent on skills and experience
Full back office support
A wealth of lead generation through an extensive database spanning over the entirety of the companies’ existence, referrals and 3rd party professional introducers
Will have some clients to service that will be allocated from existing advisers
Travel costs covered
Generous bonus scheme available
Health cash plan
25 days holiday plus bank holidays
Pension contribution
Skills and experience required:
Level 4 Financial Planning Diploma
Previous experience providing financial advice, ideally in an IFA or Wealth Management company
Rapport building skills
Business development experience
Recruiters contact info:
Name: Katie Mihaylov Email: Katie.Mihaylov@recruitukltd.co.uk Tel: 01179 170417 WhatsApp/mobile: 07399 163966 Job Reference: 13046
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 an in investment management and financial planning company, based in Northampton 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.
09/01/2019
Full time
Job Title: Employed Financial Adviser
Industry: Financial Advice
Location: Northampton
Salary: up to £55,000 dependent on experience
Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Northampton to join a well established and longstanding investment management and financial planning company.
The company are now in a position to bring on an additional adviser to the business to assist with their continued success and service existing clients, whilst developing further business.
This company offer professional services with a personal touch, both their professional and private clients are allocated advisers, that are dedicated to meeting their needs and developing longstanding relationships.
This is an excellent opportunity for an adviser to join a fantastic company, with a brilliant reputation, to nurture their passion for advice and develop their skills further.
What’s in it for you:
Employed roles with starting salaries from £40,000 to £55,000 dependent on skills and experience
Full back office support
A wealth of lead generation through an extensive database spanning over the entirety of the companies’ existence, referrals and 3rd party professional introducers
Will have some clients to service that will be allocated from existing advisers
Travel costs covered
Generous bonus scheme available
Health cash plan
25 days holiday plus bank holidays
Pension contribution
Skills and experience required:
Level 4 Financial Planning Diploma
Previous experience providing financial advice, ideally in an IFA or Wealth Management company
Rapport building skills
Business development experience
Recruiters contact info:
Name: Katie Mihaylov Email: Katie.Mihaylov@recruitukltd.co.uk Tel: 01179 170417 WhatsApp/mobile: 07399 163966 Job Reference: 13046
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 an in investment management and financial planning company, based in Northampton 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: Home Based Employed Financial Adviser
Industry: Financial Planning
Location: Bournemouth
Salary: £45,000-£60,000
Job Description:
We’re looking for a motivated, driven Financial Adviser to join an award winning, well established Financial Planning Firm.
They specialise in offering holistic financial advice to a broad range of professionals across the UK. They are currently seeking an adviser to cover Bournemouth.
This is a home-based opportunity, providing full home office set up, and an ideal candidate will demonstrate initiative by travelling around to seminars and professional workplaces in order to maximise on the opportunities provided.
This is a brilliant role for an adviser looking for a long-term career in a highly reputable firm, with strong moral and ethical values.
What’s in it for you:
A competitive basic salary of circa £50,000
Participation in quarterly and annual bonus schemes
Realistic on-target earnings of circa £80,000
A dedicated appointment booking team
25 day’s holiday (plus Bank Holidays)
Company car or car allowance
Generous company pension scheme with up to 10% employer matched contributions
Flexible benefits scheme
Initial and ongoing support and training
Skills and experience required:
They are looking for motivated, Level 4 Diploma qualified minimum; working towards Chartered would be advantageous. You will also currently hold CAS status or will have done so in the past five years, and have current experience working with professional clients.
Recruiters contact info:
Name: Louise Bibb
Email: Louise.bibb@recruitukltd.co.uk
Tel: 01179170416
Whatsapp/mobile: 07399163962
Job Reference: 13028
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.
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.
08/01/2019
Full time
Job Title: Home Based Employed Financial Adviser
Industry: Financial Planning
Location: Bournemouth
Salary: £45,000-£60,000
Job Description:
We’re looking for a motivated, driven Financial Adviser to join an award winning, well established Financial Planning Firm.
They specialise in offering holistic financial advice to a broad range of professionals across the UK. They are currently seeking an adviser to cover Bournemouth.
This is a home-based opportunity, providing full home office set up, and an ideal candidate will demonstrate initiative by travelling around to seminars and professional workplaces in order to maximise on the opportunities provided.
This is a brilliant role for an adviser looking for a long-term career in a highly reputable firm, with strong moral and ethical values.
What’s in it for you:
A competitive basic salary of circa £50,000
Participation in quarterly and annual bonus schemes
Realistic on-target earnings of circa £80,000
A dedicated appointment booking team
25 day’s holiday (plus Bank Holidays)
Company car or car allowance
Generous company pension scheme with up to 10% employer matched contributions
Flexible benefits scheme
Initial and ongoing support and training
Skills and experience required:
They are looking for motivated, Level 4 Diploma qualified minimum; working towards Chartered would be advantageous. You will also currently hold CAS status or will have done so in the past five years, and have current experience working with professional clients.
Recruiters contact info:
Name: Louise Bibb
Email: Louise.bibb@recruitukltd.co.uk
Tel: 01179170416
Whatsapp/mobile: 07399163962
Job Reference: 13028
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.
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.
