11 jobs found

Job Title Trainee Financial Planner Industry  Financial Services Location  Brighton Salary  £35,000 - £40,000 Job Reference 16440 Are you looking to take the next step in your Financial Planning career? Do you want a clear-cut path into financial planning? Recruit UK is working on an excellent opportunity for a Trainee Financial Planner in Brighton to join one of the south-east’s leading firms. Within this role you will work alongside the company’s Financial Planners to build and develop long lasting relationships with current and new clients. You will support the planners with a variety of tasks, from managing client relationship, technical research and report writing. This will give you excellent exposure to the mechanics of advice, allowing you to fully grasp the FP process in preparation for you to take on your own portfolio of clients. What’s on offer?...

Job Title: Paraplanner Industry:  Financial Services Location: Cardiff Salary: £35,000 - £42,000 Job reference: 16439 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Cardiff to join a Financial Planning firm. Our client is a fantastic independent advice practice who work closely with private and corporate clients on Investments, Pensions, Savings and more. Due to growth over the last year, they are looking to bring on an experienced Paraplanner who can support the back-office team and advisers. Your duties will include, but not be limited to: ·         Working closely with the Advisers to understand Clients needs and desires ·         Preparing suitability reports, including recommendations ·         Conducting research to ensure the best...

Job Title:  Associate Financial Planner Industry:  Financial Planning Location:  Bristol Salary:  £32,000 – £40,000 Job Reference:  15678   Job Description: Recruit UK is working on a fantastic opportunity for an associate financial planner in Bristol to join one of the UK’s leading and rapidly growing wealth management firms. Our clients are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role, you will work alongside the Senior Financial Planners to build and develop long-lasting relationships with current and new clients. Duties will include but are not limited to: Build relationships and maintain them with new and existing clients Ensure you support clients to meet financial objectives Remain compliant and up to date with company policy Review clients portfolios annually in line...

Are you an experienced Paraplanner thinking about your next move? Looking for a role with true flexibility around home working?  Like the sound of working for a company that has won multiple awards for being one of the best employers in the industry? If so, then we might have the perfect opportunity for you. We are working with a multi-office Wealth Management firm, which has been recognized with numerous industry awards, for both the excellent service they provide to clients and being one of the best employers to work for in the Financial Advice profession. They have an opportunity for a senior paraplanner to join their team in Derbyshire, to work closely with the Financial Planners to deliver expert advice to clients. Due to the nature of the advice they provide, this will suit someone who thrives on the highly technical aspect of the role. Their Paraplanners also get involved in presentations and ongoing client relationship management so enjoying that...