6 jobs found in England

We have a great opportunity for an ambitious Paraplanner to join the growing Informed Choice team. Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios. Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills. You will be able to demonstrate outstanding written communication skills, with the ability to communicate clearly with colleagues and clients. A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable. This role is based in our Cranleigh head office or our Petersfield office. We offer a Competitive salary and benefits package based on experience, a great team spirt and an attractive place to work. If you think you have the right stuff to enhance the Informed Choice team, please send a covering letter along with your CV to Martin at martin@icfp.co.uk  or apply via Financial Planning Jobs. • Mention Financial Planning Jobs when applying for this role or seeking further information

Job Title:  Chartered Financial Planner Industry:  Financial Advice Location:  City of London Salary:  £80,000-£130,000 Reference Number:  13687 Job Description: Recruit UK are pleased to be working with an award-winning IFA in the heart of the city who runs a highly client-centric, bespoke advice model and has received industry acclaim, having won ‘Chartered Financial Planning Firm of the year’. They are still a relatively small practice who have been growing organically since they established 14 years ago, and currently have 4 Financial Planners with a dedicated technical support team. Between them, they look after 200 Families with combined AUM of £350million. Their model is pure fee-based advice, with a selection of services available to meet clients’ specific requirements. They go for limited clients, high-value approach, which has proven very popular with both their advisers and clients They will pay a salary based on an adviser’s potential, preferring to maximise salaries over bonuses to ensure good practice (client focus). Overall earning generally work out about 1/3 of production. Potential for an adviser to join the board within a few years and help with the strategic growth of the company. Having developed a solid foundation, they are looking to ramp up their hiring, bringing on like mind advisers who share their values.   What’s in it for you: A bespoke package tailored for your requirements A flexible working environment Excellent support from the technical team Opportunity to get involved in the strategic growth of the business   Their ideal adviser: An established adviser who is looking for a company aligned to their values Highly client centric An established network Ideally Chartered (they will support you to obtain if not) An adviser who values a smaller company where they are not just a number If the above sounds of interest, please get in contact with Tom to discuss in detail.   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 award-winning IFA based in London on a 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. •  Please mention Financial Planning Jobs when applying for this role

Recruit UK are pleased to be working in partnership with award-winning Foster Denovo to assist in their ongoing financial adviser growth strategy for London and the South East. And right now, has never been a better time to join. With so many advice firms in the market hiring, it is imperative to Recruit UK that we work with the best of the best and have taken an in-depth look under the bonnet of FD, we feel they really stand out, offering financial advisers the perfect balance of financial security,  support, branding and technology.  Foster Denovo are big investors in their advisers, with share opportunities, in house training and mentorship from experienced partners through their highly commended quantum leap program, empowering advisers to break through barriers and double their turnovers. Since they established in 2005, Foster Denovo has consistently innovated and developed a proposition which in their words is built by advisers for clients. This approach has allowed them to grow organically, by hiring like-minded advisers who were fed up with a non-client centric approach and are positive about the future of lifestyle financial advice. Foster Denovo have a clearly defined growth strategy that will benefit everyone within the business, led by a team of experienced and driven senior executives there is no doubt that if you decide to become a partner with Foster Denovo you will surpass your earning expectations and improve work-life balance.   Remove the burden of administration From IT support to compliance expertise and specialist knowledge, Foster Denovo’s in house back-office experts free up your time and allow you to take on more complex cases and a pragmatic approach to your business.   Business Development Work closely with a dedicated business development manager, existing relationships with corporate clients to work with and an established network of professional introducers to enhance your current efforts with in house business development coaching and training.   Leading Investment Proposition: Be confident in the advice you are providing with full due diligence carried out on over 3000 funds – an extensive list of pre-approved products with independent, bespoke options for every type of client requirement.   Streamlined Technology Don’t let archaic technology slow you down, Foster Denovo have invested heavily in technology to streamline advice process and they are continuing to innovate to ensure their partners and clients get the best experience possible.   Easy onboarding A slick onboarding process for both you and your clients, fully branded and marketing in place to ensure a smooth stress-free transition for all involved.   Training and development Foster Denovo deliver the best training we have seen in the market with access to Quantum Leap their own in-house training delivered by top-performing partners. Every adviser has access to a partnership manager to help guide you through tricky advice or business opportunities.   Succession Planning There is a Market leading practise buyout for Partners so you can be confident your clients will be taken care of and you will be rewarded fairly upon exiting the Industry, They also offer Partner Protection scheme to ensure your clients are looked after and your family will receive a pay-out in the event of your death.   Is this right for you? Are you an adviser who has hit glass ceiling or a dead end? Do you lack the support in your current firm to maximize your revenue? Do you not feel invested/valued in your current company? Are you looking to be part of a growth story and share in the rewards? Are you confident in your own personal ability to write business? Do you want to reduce stress and increase profits? Really busy but not getting anywhere? Do you want to build a long-term exit strategy? If the answer to any of the above is YES, then let’s book in a call to run through your current proposition. •  Please mention Financial Planning Jobs when applying for this role

  Job Title: Trainee Financial Planner Industry: Financial Planning Location: Worcester Salary: £20,000+ plus bonus Reference Number: 13821   Job Description: Recruit UK are working on an excellent opportunity for a Trainee Financial Planner in Worcester to join a Financial Planning firm. This is a chance to join an established yet still boutique Financial Planning business who are keen to develop their next generation of financial planners through their supportive training academy. This is a direct authorised and proudly independent advice firm based with multiple offices within the Worcestershire area. Having been established for over 30 years this is a business that truly understands the importance of excellent client care and the rewarding relationships that they have developed throughout the area over the years. The business continues to grow organically through existing client referrals and established professional introducer relationships with local solicitors and accountancy practices. As a genuinely independent IFA firm, they are proud to offer a complete and holistic service to their clients, advising and planning around the individual's financial needs. 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. This role would see you working alongside and being mentored by an experienced financial adviser. The structure will give you complete exposure to the entire client journey, going out on client visits, researching and recommending products and supporting the client throughout the process. You will also receive a bonus from a business that you work on without the need to validate against salary. Full training will be provided including funding studies through to diploma and beyond. Unusually they do not require you to have already completed the level 4 diploma however experience within a financial planning business and relevant studies would be preferential.    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: Supportive Training and Mentoring Bonus paid against written business Fully funded exam support through to chartered Clear and defined career progression   Skills and experience required: Motivation to build a long term career 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 Worcester on a Trainee 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.

Job Title: Wealth Planner Industry: Financial Services Location: Bristol Salary: up to £120,000 Reference Number: 13704 Job Description: Recruit UK are working on an excellent opportunity for a Wealth Planner in Bristol to join a Wealth Management Firm.   This firm specialises in really understanding their clients' needs and the purpose that their wealth serves by helping them to avoid financial setback and address their key concerns for maintaining, protecting and growing their wealth.   By creating bespoke written financial plans and using technical knowledge and capabilities you will see yourself helping your clients make prudent investment decisions to maintain their quality of life.   As a wealth planner, you will be working co-creatively with your clients, helping them develop a framework and provide answers to understanding their financial assets and goals.   As a fee-only and wholly independent business this allows you to to provide high-quality service without a conflict of interest, clients have an unclouded view of objectives and an unlimited choice of planning strategies, solving complex planning issues will enable you to help your clients save a significant cost!   If you have experience of working with clients who have a minimum of 1 Million AUM to invest and want to join a firm that prides themselves on meeting and exceeding client’s expectations, then look no further! What’s in it for you: Opportunity to take on an existing client bank Paraplanning and administration support Client attraction and marketing support   Skills and experience required: Diploma (Dip PFS) or equivalent, ideally Chartered status Proven ability to deal with new and existing clients on a fee basis Ability to work under pressure and to meet deadlines Ability to understanding and communicate advice practices and processes clearly and effectively Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions Have experience of working with UHNW clients.   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 Wealth Management Firm based in Bristol on a Wealth Planning 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. • Mention Financial Planning Jobs when you apply

Job Title:  Technical Paraplanner Industry:  Financial Services Location:  Guildford Salary:  £40,000 – £50,000 Reference:  13962 Job Description: Recruit UK are working on an excellent opportunity for a Senior paraplanner in Guildford to join one an independent financial planning firm. They are looking for a technical paraplanner to come in and work closely with the paraplanning manager to help lead the team of paraplanners to guarantee the production of high-quality advice. This is a senior position in which you will apply knowledge and a detailed understanding of the advice process.   Responsibilities:   You will be providing paraplanning support to a team of Financial Planners and work alongside them with the advice strategies. Along with this, you will also work closely with both the Managing Director and Paraplanning manager on running the investment committee. The paraplanning manager will be working closely with you and will be requiring assistance in managing the paraplanning team. They are committed to professional development and are more than happy to support you through this journey in getting up to Chartered Fellow.   Skills and experience required: Experience in a technical paraplanning role Excellent knowledge of pensions trusts and investments, Strong investment and fund knowledge Teamworking ethos Excellent written and verbal communication skills Driven to deliver a first-class service to clients Strong personal skills Client-focused Attention to detail     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 independent financial planning firm based in London on a trainee financial planning 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.