Working on behalf of a firm of Award-winning Financial Advisers, we are seeking an experienced, qualified Paraplanner to be based in their head office near Weybridge.
Our client are a UK-Wide group with offices throughout the country and provide specialist financial planning advice and investment services to businesses, charities, individuals and their families.
Working as a Paraplanner in the Weybridge office, you will be supporting four of the Practice’s Partners, dealing with HNW clients that specifically require wealth management, estate planning and other financial planning (i.e. business personal protection). You will be carrying out high quality research on the full range of financial planning products and be required to write bespoke reports that are specifically tailored to the client’s requirements. Duties associated with the role will include, but not be limited to:
To have a thorough understanding of the Company’s advice process, Strategy and Suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales
To understand each client’s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate
Prepare analysis of client’s existing portfolio/holdings
Conducting research and produce client facing Strategy Reports to facilitate business writing opportunities
Prepare research, quotations and high-quality discussion documents for client meetings
Dealing with client and provider correspondence (as part of the research and reporting process)
To deliver a personalised and high-quality service to Partners.
Liaise with colleagues, Compliance and Bankhall to assist the approval and submission of compliant new business.
Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained.
Provide regular updates to the Partners on the progress of their cases so that they feel in control and can manage client expectations.
Develop working relationships with product providers.
Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status.
Work closely with other Paraplanners / Advisers to share ideas and best practice, including assisting the Practice Manager with all aspects of a good customer experience and identify any improvements that can be made.
To participate in appropriate company and departmental training, competence and development initiatives.
We are seeking someone for this role who is at least Level 4 qualified and has previous experience within a similar role, having conducted technical research and written bespoke reports as well as having good knowledge of pre and post retirement scenarios, including pensions transfers and investments and taxation.
You will be an articulate individual, able to understand the Partners’ requirements and obtain information on clients’ existing financial arrangements. You will be professional and able to liaise with colleagues and clients’ of all level, both over the phone and face to face. Experience of working with High Net Worth clients would be highly beneficial.
This is an excellent opportunity for an experienced Paraplanner to join a highly successful and reputable practice who are constantly adapting and changing to the ever-changing market, always putting their clients as their main priority.
• Please mention Financial Planning Jobs when applying for this role •
12/06/2019
Full time
Working on behalf of a firm of Award-winning Financial Advisers, we are seeking an experienced, qualified Paraplanner to be based in their head office near Weybridge.
Our client are a UK-Wide group with offices throughout the country and provide specialist financial planning advice and investment services to businesses, charities, individuals and their families.
Working as a Paraplanner in the Weybridge office, you will be supporting four of the Practice’s Partners, dealing with HNW clients that specifically require wealth management, estate planning and other financial planning (i.e. business personal protection). You will be carrying out high quality research on the full range of financial planning products and be required to write bespoke reports that are specifically tailored to the client’s requirements. Duties associated with the role will include, but not be limited to:
To have a thorough understanding of the Company’s advice process, Strategy and Suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales
To understand each client’s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate
Prepare analysis of client’s existing portfolio/holdings
Conducting research and produce client facing Strategy Reports to facilitate business writing opportunities
Prepare research, quotations and high-quality discussion documents for client meetings
Dealing with client and provider correspondence (as part of the research and reporting process)
To deliver a personalised and high-quality service to Partners.
Liaise with colleagues, Compliance and Bankhall to assist the approval and submission of compliant new business.
Input all client information into the back-office system and ensure all tasks are recorded and acted upon within the agreed timescales. Ensure client history is maintained.
Provide regular updates to the Partners on the progress of their cases so that they feel in control and can manage client expectations.
Develop working relationships with product providers.
Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status.
Work closely with other Paraplanners / Advisers to share ideas and best practice, including assisting the Practice Manager with all aspects of a good customer experience and identify any improvements that can be made.
To participate in appropriate company and departmental training, competence and development initiatives.
We are seeking someone for this role who is at least Level 4 qualified and has previous experience within a similar role, having conducted technical research and written bespoke reports as well as having good knowledge of pre and post retirement scenarios, including pensions transfers and investments and taxation.
You will be an articulate individual, able to understand the Partners’ requirements and obtain information on clients’ existing financial arrangements. You will be professional and able to liaise with colleagues and clients’ of all level, both over the phone and face to face. Experience of working with High Net Worth clients would be highly beneficial.
This is an excellent opportunity for an experienced Paraplanner to join a highly successful and reputable practice who are constantly adapting and changing to the ever-changing market, always putting their clients as their main priority.
• 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 •
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: 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 •
04/06/2019
Full time
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.
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 •
