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 •
06/06/2019
Full time
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 •
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.
04/06/2019
Full time
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.
Job Title: Independent Financial Adviser
Industry: Financial Services
Location: Coventry
Salary: £50,000 - £60,000 plus bonus
Reference Number: 13782
Job Description: Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Coventry to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are looking for an experienced adviser to join them in order to service and grow an existing client bank.
This is a directly authorised and proudly independent advice firm based in Warwickshire who is looking to grow their financial planning team. The business as it stands is a team of ten made up of the existing Financial Planning team, Mortgage Advice team and highly qualified and experienced back office colleagues.
This is a financially secure organisation with a real passion for excellent client care through a truly holistic independent advice process. The business is focussed on providing their valued clients with peace of mind by ensuring that they have structures in place to support their desired lifestyle and future plans. A large percentage of their business is focussed on later life planning and they enjoy association with and the accreditation of the society of later life advisers. Having been established for over 25 years they have very much earnt the trust of their clients and their families and are trusted to manage all aspects of their finances.
The business is set up with a real emphasis on creating a comprehensive yet smooth approach to the individual client's requirements. They have a highly experienced and slick back office team who understand the importance of providing clients with comprehensive support in a timely manner.
The Director of the business has got to the point that they have reached capacity with the level of clients they can comfortably work with. This means they are now in a position to look at bringing in an additional adviser to the business to help service these clients and further develop the business through existing referrals and established networking connections.
These opportunities do not come around every day of the week, so if this is of interest please don’t hesitate to contact me to discuss.
What’s in it for you:
Full Paraplanning / Administration support
Bespoke, slick back office systems
Clients, referrals and other leads to work with
No expectation to bring clients
Very rewarding bonus structure
Skills and experience required:
Diploma in Financial Planning
Experience in financial planning preferably in an IFA environment
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 Coventry 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.
• Please mention Financial Planning Jobs website when applying for this role •
04/06/2019
Full time
Job Title: Independent Financial Adviser
Industry: Financial Services
Location: Coventry
Salary: £50,000 - £60,000 plus bonus
Reference Number: 13782
Job Description: Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Coventry to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are looking for an experienced adviser to join them in order to service and grow an existing client bank.
This is a directly authorised and proudly independent advice firm based in Warwickshire who is looking to grow their financial planning team. The business as it stands is a team of ten made up of the existing Financial Planning team, Mortgage Advice team and highly qualified and experienced back office colleagues.
This is a financially secure organisation with a real passion for excellent client care through a truly holistic independent advice process. The business is focussed on providing their valued clients with peace of mind by ensuring that they have structures in place to support their desired lifestyle and future plans. A large percentage of their business is focussed on later life planning and they enjoy association with and the accreditation of the society of later life advisers. Having been established for over 25 years they have very much earnt the trust of their clients and their families and are trusted to manage all aspects of their finances.
The business is set up with a real emphasis on creating a comprehensive yet smooth approach to the individual client's requirements. They have a highly experienced and slick back office team who understand the importance of providing clients with comprehensive support in a timely manner.
The Director of the business has got to the point that they have reached capacity with the level of clients they can comfortably work with. This means they are now in a position to look at bringing in an additional adviser to the business to help service these clients and further develop the business through existing referrals and established networking connections.
These opportunities do not come around every day of the week, so if this is of interest please don’t hesitate to contact me to discuss.
What’s in it for you:
Full Paraplanning / Administration support
Bespoke, slick back office systems
Clients, referrals and other leads to work with
No expectation to bring clients
Very rewarding bonus structure
Skills and experience required:
Diploma in Financial Planning
Experience in financial planning preferably in an IFA environment
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 Coventry 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.
• Please mention Financial Planning Jobs website when applying for this role •
