6 jobs found

Role: Financial Planning Director Location: Exeter Salary: £110,000 + Bonus Ref: 16420 Are you an established Financial Planner considering your next move? We are working closely with a Financial Planning lead fully integrated Wealth Manager which is looking for a Director Level Financial Planner to join their team in  Exeter . Following multiple successful mergers over the past 5 years, this company has developed an excellent client proposition and solidified its position as one of the leaders within the profession. With existing clients to inherit, an established network of professional partners, and a large team of internal Investment Managers through which to engage with new clients you will have a strong foundation to develop a book of clients. To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and...

Job Title:  Area Manager Industry:  Financial Services Location:  Glasgow Salary:  Up to £75,000 Job Reference:  16389 If you hold a Level 4 Diploma in Regulated Financial Planning but want to take a side step into management – this role is for you. Recruit UK is working on an excellent opportunity for an Area Manager to join a well-established UK Financial Advice company with offices across the UK. This is a UK-wide company, offering financial planning and wealth management advice. They provide independent financial advice. What does the job involve? You will be managing, developing, and growing an existing office of Financial Advisers, Paraplanners, and Administration staff. Working with the Financial Advice team to help drive new business opportunities, develop professional connections, and open seminars to attract new clients. Typical clients £500k FUM to invest. If you have your own client bank you can...