6 jobs found

Job Title: Financial Adviser Industry: Financial Planning Location: South Wales Salary: £40,000-£80,000 Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in south Wales to join a successful and dynamic Financial Planning firm. Well established, the company have been providing high-quality financial planning advice to a wide range of clients including private individuals, business owners, professionals, retirees and families. The company is directly authorised and fully independent offering a wide range of services including but not limited to investments, retirement planning and estate planning. They have tasked Recruit UK with finding eager, progressive and qualified Financial Advisers who ideally will have transferrable assets under management (AUM). In return, they can offer a salaried role (salary and bonus dependent on the individual and the AUM they can novate) where in addition they have the structure and technology that will help an Adviser achieve higher levels of income. What’s in it for you: Opportunity to join a successful and growing financial planning firm Modern office building based off the M4 with excellent transport links Technologically advanced with hi-tech business processes in place Very experienced and forward-thinking Director who’s willing to work with less experienced Advisers and provide further guidance Working with a company that have exceptionally high standards and professionalism An opportunity that will help an Adviser achieve even higher levels of income and become part of a dynamic and exciting firm. Salaried role: dependent on transferrable AUM (open to discussion but very competitive) and experience Skills and experience required: Level 4 Diploma in Financial Planning Experienced Adviser with transferrable AUM Technical and knowledgeable Adviser Professional Adviser with excellent communication skills Self-sufficient in terms of business     Recruiters contact info: Name:  Ryan Bartlett                                       Email:  ryan.bartlett@recruitukltd.co.uk                                            Tel: 01179 170410                                         WhatsApp/mobile: 07399 163960   Job Reference:  13570                 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 south Wales on a Financial Adviser opportunity. 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 •  

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 • 

Attivo Group has an exciting opportunity for a Financial Planner to join our growing team in London. This is a salaried role and all clients are supplied, so it is a great 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 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 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. We pride ourselves on the training and development support we give our employees in order to attain further qualifications. You will be given full study support as well as a very rewarding and prosperous career. Salary and benefi ts Up to £65,000 depending on experience, qualifications and track record. We also offer a company car or allowance and a very favourable bonus structure. 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  • regular company social events • charity days • excellent culture, promoting employee wellbeing and engagement. How to apply For further information, please get in touch. To apply for this role, please email your CV along with a covering email or letter to careers@attivogroup.co.uk Privacy Policy If we have received your details in response to a recruitment initiative, we will store the personal information that either you, your recruitment agent or another third party has provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you. We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo Group, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process. The length of time that we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process. Unless you request us not to do so, we may also contact those individuals who are referred to in any information you provide us with, for example referees. This contact may be made by telephone, email or post. We will only do this if we have your express permission to contact them in this way. Where you have provided us with personal information about a referee or a previous employer, it is your responsibility to inform that person that you have provided us with their details and that we will be processing it in connection with your employment application. You should also give them our contact details (below) should they wish to discuss this with us. Click here to view our full privacy policy for prospective employees. Agencies **We are unable to offer this position to recruitment agencies, so we respectfully ask that agencies do not contact us in regard to posts advertised on this site** • Please mention Financial Planning Jobs when applying for this role •

Job Title:  Junior Financial Planner Industry:  Wealth Management Location:  Chelmsford, Essex Salary:  £35,000 – £45,000 Reference Number:  13801 Job Description: Recruit UK are working on an exciting opportunity for an aspiring Financial Planner in Chelmsford to join a successful regional team of one of the UK’s leading Wealth Management firms. They are true pioneers in the dual professional, Financial Planning and Investment Management model, managing over £25billion of assets from 30 regional hubs. You will be joining a dynamic team and will work closely with senior advisers to develop your skills and expertise, giving you the ability to take on your own portfolio of clients. They will train you up in all aspects of the process, including business development, client management and how to work effectively with the in-house investment team. This is an excellent opportunity for an Associate/Assistant level adviser or a paraplanner who is lacking progression in their current role and is looking for a company which is committed to their development. What’s in it for you: Salary between £35,000-£45,000 Performance related bonus Attractive benefits Extensive training and development Fully funded studies up to Chartered Fellow Clear cut progression up to Director/Partner   Skills and experience required: Level 4 Diploma – Financial Planning (CII, CISI or CISI) Experience working Wealth/Private client advice Strong understanding of the Financial Planning process Commitment to a career as a Financial Planner (desire to progress)   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 UK leading Wealth Management firm based in Chelmsford on a Junior Financial Adviser 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 website when applying for this role •

  Job Title: Employed Independent Financial Adviser Industry: Financial Services Location: Hampshire / Dorset Salary: £50,000 - £80,000 Reference Number: 13794   Job Description: Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Hampshire / Dorset to join an IFA company. This IFA practice offers a dual Financial Planning and Wealth Management Proposition to a diverse range of clientele, with a focus on building genuine long-term relationships while providing effective and appropriate Financial Advice. This practice has already received recognition as one of the most influential IFAs in the country and has experienced year on year growth since their establishment. They've got a structured growth plan due to the consistent increase of new business. As a result, they’ve recently acquired a client bank of over 400 clients AUM circa £80mil to distribute responsibility for. They’re seeking a high quality, loyal adviser that will relish this opportunity.    What’s in it for you: Immediate access to an HNW client bank Full back office and paraplanning support Competitive and generous salary Discretionary bonus Exam support Established CIP and access to DFM’s Company benefits include; death in service, private medical insurance, income protection, pension, travel and dental cover Skills and experience required: Level 4 Diploma in Financial Services Preferably on your way to or willing to achieve Chartered Status Hold CAS /SPS (or held within the last year) Ideally 5 years’ experience in Financial Advice 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 IFA company based in Hampshire /Dorset on an Independent Financial Adviser 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.