2 jobs found

£40k - £50k Basic with £60k OTE  A global money management firm is looking for a talented Senior Paraplanner/Financial Planner to join their rapidly growing Financial Planning Department. It is a “hybrid” role that would suit either a level 4 qualified Paraplanner/trainee financial adviser looking to progress into an advisory role, or an existing adviser looking for a modern and efficient approach to private client advice and asset management.   The Opportunity: The Financial Planning Department provides regulated financial advice to prospects and to more than 5,000 existing UK clients. Areas of advice include retirement planning (pre and post), pension switches/transfers, cash flow planning, taxation and Inheritance Tax (IHT) planning. Candidates will typically be required to work with pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts. The role offers an exciting opportunity to progress quickly within a truly global asset management firm. The Day-to-Day of the Financial Planner  The role is a varied one but can be split into two core areas: New Business Suitability Reports Write the financial advice portion of new business suitability reports for prospects. The reports primarily focus on the suitability of defined contribution pension switches/transfers with meeting clients’ long term objectives at the heart of the advice. The advice is owned by the Senior Paraplanner/Financial Planner, hence previous FCA-registered CF30 experience is an advantage. Candidates who have not held previously CF30 status will be helped towards achieving this, following an internal competency programme, typically within their first year in the role. Providing Ongoing Financial Advice to Existing Clients With a growing client base at various stages of life, the role requires the provision of financial advice covering a broad range of topics. These include pension and investment accumulation (pension contributions, carry forward, lifetime allowance (LTA) planning), designing tax efficient cash flow strategies during retirement (effective use of tax wrappers, allowances and exemptions), and later life planning (estate and IHT planning, implementing offshore bonds and trusts). Advice will typically be delivered to clients over the phone or via email, with some face-to-face client meetings required as candidates develop within the role. The ideal Financial Planner: University graduate or equivalent combination of education/experience Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning Level 6/Chartered status would be an advantage, as would AF3/G60 PTS qualification Very strong understanding of financial planning principles Genuine desire to provide a high standard of advice and service to clients Quantitative in nature, with strong written and oral communication Extremely attentive to detail Highly self-motivated Desire and ability to work in a dynamic and professional team environment Hold CF30 status (or be prepared to progress to this status) Detailed knowledge of defined contribution pensions (including safeguarded benefits) is an advantage, as well as experience as a qualified Pension Transfer Specialist (PTS) To help our employees meet their long-term goals, we offer an array of benefits, including: 100% coverage of the supplemental medical and dental premiums for you and your qualified dependents* 28 days annual leave, increasing to 30 after 5 years of service, with ability to purchase up to 3 additional days Annual Health Screening for you and your qualified dependents* 6% company pension contribution with an additional company match up to 5% Two pension contributions methods to choose from Monthly gym subsidy Interest-free season ticket loan available for purchase upon six months of employment** Cyclescheme programme Voluntary travel insurance (winter and non winter sports option) A supportive, collaborative working environment Employee appreciation events  Ongoing training and educational support  Apply via Financial Planning Jobs or to Andrew Taylor 07411 017234 email:  andrew@taylorfinancialrecruitment.co.uk   • Please mention Financial Planning Jobs when applying •

Job Title: Chartered Financial Planner Industry: Financial Advice Location: London/South East Salary: £50,000-£65,000 + bonus Job Description: Recruit UK are working on an excellent opportunity for a Chartered Financial Planner London/South East region to join an established Chartered IFA firm.   Due to a unique introducer relationship, which gives them access to the professors of London’s top Universities, they require a home-based adviser to join their team. These are high-value clients, on annual salaries anywhere between £150,000-£300,000 with large pension pots. Seminars are set up through the introducer, which provides a high level of referrals. There is, therefore, no requirement for business development in this role.  This is a home-based role, with access to a satellite office in Pall Mall. As their presence grows in the South East, they will look at establishing a fully supported London office. This is a great opportunity for a Chartered Financial Planner, to enjoy the flexibility of home working, whilst gaining access to a high level of HNW clients, allowing you to build up a large portfolio. You will also receive an excellent level of back-office support from a technical team.   What’s in it for you: Basic salary £50,000-£65,000 The bonus is 3x validation then 30-40% (validation reduced in year 1) Pension 8% Private Medical, Critical Illness, DIS Skills and experience required: Chartered status through CII or LIBF AF3 or AF7 or G60 or LIBF Pension Transfer Paper IFA experience (desirable) Working knowledge of public sector pension – NHS, USS etc.. Ability to work independently (home based) London based (or regular commute) Proven track record in advising HNW private clients   Recruiters contact info: Name: Thomas Barton-Howarth                    Email:  thomas.barton-howarth@recruituktld.co.uk                           Tel: 01179170 314                                          WhatsApp/mobile:  07399163959                Job Reference: 13271                   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 Chartered IFA firm based in London/South East on a home-based Chartered 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.