• Please mention Financial Planning Jobs when applying for this role •
Job Title:
Financial Planner
Reporting to:
Managing Director
Brief description of role and responsibilities:
Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client.
Specific duties and responsibilities:
· To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses.
· To conduct in-depth reviews of clients' financial circumstances, current...
15/07/2020
Full time
• Please mention Financial Planning Jobs when applying for this role •
Job Title:
Financial Planner
Reporting to:
Managing Director
Brief description of role and responsibilities:
Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client.
Specific duties and responsibilities:
· To adopt UNIQ Family Wealth’s 6 step process of Financial Planning process as laid down by the Financial Planning Standards Board (FPSB) and provide advice to individuals, families and family businesses.
· To conduct in-depth reviews of clients' financial circumstances, current...
• Please mention Financial Planning Jobs when applying for this role •
We are recruiting an experienced Financial Planner to join the team at Magenta Financial Planning, an awarding winning Chartered Financial Planning firm based in South Wales.
Reporting to board level you will take responsibility for providing excellent financial planning advice, in line with Magenta's values and proposition.
You are likely to have at least 3-5 years’ experience in a similar role and be qualified to at least DipPFS with a desire to become (ideally have already started study towards) a Chartered/Certified Financial Planner.
This is an excellent opportunity for a financial planner looking for a new challenge and opportunity in a fast paced business. The role comes with excellent compliance, para-planning and administration support and a small proportion of allocated clients for you to service, along with leads that naturally come to the...
09/07/2020
Full time
• Please mention Financial Planning Jobs when applying for this role •
We are recruiting an experienced Financial Planner to join the team at Magenta Financial Planning, an awarding winning Chartered Financial Planning firm based in South Wales.
Reporting to board level you will take responsibility for providing excellent financial planning advice, in line with Magenta's values and proposition.
You are likely to have at least 3-5 years’ experience in a similar role and be qualified to at least DipPFS with a desire to become (ideally have already started study towards) a Chartered/Certified Financial Planner.
This is an excellent opportunity for a financial planner looking for a new challenge and opportunity in a fast paced business. The role comes with excellent compliance, para-planning and administration support and a small proportion of allocated clients for you to service, along with leads that naturally come to the...
• Please mention Financial Planning Jobs when applying for this role •
Job Title: Mortgage Adviser
Industry: Mortgage and Protection
Location: South Wales
Salary: £20,000 – £30,000
Reference Number: 14800
Job Description:
Recruit UK are working on an excellent opportunity for a Mortgage Adviser in South Wales to join a Mortgage and Protections firm.
Our client is a successful and growing Mortgage and Financial Advice firm based near Newport, who are looking to expand their Mortgage team in South Wales. Since establishing 10+ years ago, they have taken on 5 new team members and want to continue this growth. They pride themselves in knowing the industry and continuedly putting a focus on training and learning to further develop this knowledge.
They now have the scope to take on a Mortgage Adviser who has a presence in the industry and have a business plan in place of how they are...
22/07/2020
Full time
• Please mention Financial Planning Jobs when applying for this role •
Job Title: Mortgage Adviser
Industry: Mortgage and Protection
Location: South Wales
Salary: £20,000 – £30,000
Reference Number: 14800
Job Description:
Recruit UK are working on an excellent opportunity for a Mortgage Adviser in South Wales to join a Mortgage and Protections firm.
Our client is a successful and growing Mortgage and Financial Advice firm based near Newport, who are looking to expand their Mortgage team in South Wales. Since establishing 10+ years ago, they have taken on 5 new team members and want to continue this growth. They pride themselves in knowing the industry and continuedly putting a focus on training and learning to further develop this knowledge.
They now have the scope to take on a Mortgage Adviser who has a presence in the industry and have a business plan in place of how they are...
