2 jobs found

  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.

Coast Recruitment are delighted to have been exclusively appointed by a Chartered Financial Planning firm in the search for a Financial Planner, based out of new offices in Leigh on Sea. Due to retirement, we have a truly exciting and extremely rare opportunity to join a growing team, on a senior, salaried basis with a client bank provided.  Our client is a genuinely Independent, chartered and professional organisation with a fantastic industry reputation.  They foster an encouraging and positive culture that enables the progression of its staff and in turn they enjoy sustained levels of growth and healthy financial performance. They are on their way to doubling in size of head count and AUM within the next 5 years   Main responsibilities The aim of this role is to provide first class long term 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 you 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 status, because our client pride themselves on their training and development support. You will be given full study support as well as a very rewarding and prosperous career. Salary and benefits up to £75,000 depending on experience, qualifications and track record.   Company Car Allowance, 10% Employer Pension Contribution, Death in Service, Income Protection and Private Medical Insurance. Regular Company Social Events. Excellent culture and flexible working, promoting wellbeing and engagement.