One of the UK`s leading specialist providers of pensions, employee benefits and payments expertise, with 170 years` experience is looking for an experiences Defined Contribution Pensions Administrator to join their expanding team in the Leeds office. This role requires somebody to undertake complex member administration, accurately check and authorise the work of others within the team and ensure that service levels are maintained. <...
Our client, a highly respected Investment Manager with a very established wealth planning division are currently looking to appoint a new Financial Planner to their London office. Working closely with the discretionary team, you will be responsible for offering independent, holistic advice to the firms existing client base, mainly consisting of private clients with between £2-5 million. The ideal candidate will have exceptional interperson...
This well-established, reputable fee based IFA firm with an RDR ready proposition is currently looking to recruit an experienced paraplanner to work closley with a number of the Directors. The firm is a boutique with strong links to an accountancy practice and are very professional in their approach to looking after clients. Cash-flow planning and asset allocation is at the core of what they do as they provide bespoke advice to both...
IFAs-Self Employed-South Wales Clients, leads, excellent support and earning potential This well established, reputable and profitable firm are looking to recruit a self employed IFA to work closely with a joint venture, with clients provided as well as regular leads. The firm offers tailored financial advice from the whole of market with a personable approach and building long term relationships at the heart of the business. ...
Our client is a top accountancy and business advisory firm providing industry focused assurance, tax and financial services. Through strategic planning our client is looking to augment their regulated advice team and seek to appoint an exceptional consultant to work within their Manchester team. The successful candidate will help cement their advisory arm and provide advice to some of the UK`s most wealthy clients. You will be expected to be co...
Currently seeking an experienced holistic financial planner to work with this small boutique regional IFA firm that focuses on setting up join ventures with regional chartered accountant firms. The role will see you working closely with the partners and their clients of the designated accountant firm. You will provide of investment and tax planning as well as cash flow planning and asset allocation and be experienced within a fee based environm...
My client are a successful chartered accountancy firm with three offices based in the North West, looking for ideally a diploma qualified paraplanner. As a director led business you will be expected to work on a one to one basis with a director supporting them through their holistic independent advice to High Net Worth clients with a focus being on cash flow planning. In this fee based environment they are looking for someone who is driven and ...
Paraplanner, Northampton Salary up to £40,000 + benefits We are currently working with a well-known and respected accountancy firm who are looking to expand their Northampton office. They are currently looking for an experienced Paraplanner to join their team. The role will involve: conducting product research, preparing financial planning reports, writing suitability letters, and updating client records...
Sales Support Consultant-Product Provider, Redhill Salary up to £25,000 with benefits and bonus opportunity We are currently working with a Sales Support opportunity within the Surrey office of a leading product provider. Main responsibilities will include: being the point of contact for the field sales consultants and dealing with their queries, providing the required administration and other office duties...
Senior Paraplanner-Financial Planning Firm, Kingston Upon Thames Basic salary up to c£40K plus benefits A long established and vastly reputable IFA firm in South West London/Surrey borders are looking to expand their team with a well experienced and erudite Paraplanner. You will work alongside highly qualified Financial Planners, providing essential support and enabling the firm to meet the demands of their HNW client...
Experienced Investment Manager-London, City Basic salary up to c£60K plus benefits and bonuses An exciting opportunity within a dynamic discretionary investment management firm in the city who looking for a well qualified and highly experienced investment manager to join their team. You will not be required to bring across any clients of your own and will be given the opportunity to build a presence in the market within a h...
Fee Based Financial Planner-Guildford Basic salary up to c£75K plus benefits and bonuses A fee based financial planning firm in Guildford are looking to add to their team with a highly qualified and experienced individual. There is no requirement for this individual to bring across an existing client bank as some clients will be provided in addition to high levels of support. The firm is completely RDR ready with many of th...
Fee Based Financial Planner-Berkshire Basic salary up to c£75K plus benefits and bonuses A fee based financial planning firm in Berkshire are looking to add to their team with a highly qualified and experienced individual. There is no requirement for this individual to bring across an existing client bank as some clients will be provided in addition to high levels of support. The firm is completely RDR ready with many of th...
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Date: 17 May
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Bristol, Avon
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£35,000 - £55,000 per annum
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1 application
Financial Planner-Large Accountancy Firm-Bristol Basic salary up to c£55K plus benefits and bonuses This is an opportunity for a highly knowledgeable and practiced financial planner to join a widely reputed accountancy practice as part of their established IFA division. You will work alongside the firms Accountancy Partners to generate business internally and capitalise on the opportunity within the Bristol office. <b...
My client who is a leading organisation is recruiting for an Financial Accountant to join their expanding team. The role is based in Manchester and will play a role in Assisting the Manager and Senior Accountants in performing certain processes within the Accounting team in accordance with deadlines and ensuring that the integrity of the financial control environment is maintained at all times. Responsibilities: - Assist in the ...
Compliance Monitoring Supervisor-Product Provider, Salisbury Salary £20,000 - £25,000 + benefits We are currently working with a Compliance Monitoring Supervisor opportunity within the Salisbury office of a leading product provider. The role will involve monitoring new business and transactions to ensure that business is conducted within FSA guidelines. Successful candidates will process...
Our client, a high quality accountancy practice is currently looking to appoint a new Financial Planner to their Oxford practice. You will be responsible for servicing a large existing client base of HNW private clients, families and SME`s, whilst developing further business from the practice and from external legal connections. You must be Diploma qualified as a minimum and have independent advisory experience. ...
A number of opportunities existing for existing advisors who may be looking to make the transition from a banking environment in the IFA arena or IFA`s perhaps looking for a more supportive environment post RDR. These opportunities offer technical and administration support alongside personal one to one development to help you make a smooth transition towards becoming an IFA if required. Further support will be provided to help develop marketin...
A number of opportunities existing for existing advisors who may be looking to make the transition from a banking environment in the IFA arena or IFA`s perhaps looking for a more supportive environment post RDR. These opportunities offer technical and administration support alongside personal one to one development to help you make a smooth transition towards becoming an IFA if required. Further support will be provided to help develop marketin...
An exciting opportunity exists to join this respected and growing Independent Financial Advisory firm as an employed Financial Advisor. You will work on an employed basis and will benefit from full use of company office, full admin support and will be provided with an existing client base built up over a number of years, the opportunity has arisen from an existing advisor existing the industry and additional advisors no longer wishin...
Assistant Paraplanner-Accountancy-based IFA firm, Oxford £22,000 - £25,000 + benefits We are currently working with an Accountancy firm in Oxford who are seeking an Assistant Paraplanner to join their financial planning team. The firm offers a good quality, fee-based, professional practice environment with scope for career progression. You will be responsible for assisting the Paraplanner in supporting the fi...
We are currently working exclusively with the Financial Planning division of a Private Bank in Mayfair who are looking for a (preferably Chartered) Financial Planner to join their UHNW client team. This team works solely with clients with in excess of £10 million investable assets. The successful individual will work closely with the team of Bankers, gaining introductions to their clients and offering holistic advice, with a focus on SIPP,...
Senior Financial Planner, Gloucestershire Basic salary up to c£70K plus benefits and bonuses This is a fantastic opportunity for a highly skilled and experienced Financial Planner to work within a vastly reputable wealth management firm. No requirement for a transferrable client bank as you will be capitalizing on internal business sources as well as developing a presence in the local area. This opportunity would...
Our client is a small but well respected regional IFA firm based around the Harrogate area, an exciting opportunity exists to work closely with the Company Directors and provide them with a full paraplanning service and additional office / admin support when necessary. The role will predominantly involve product research and preparation of reason why letters and particularly in the SIPP, DGT and Whole of Life areas of planning. A ne...
Established in March 2006 BWD Search & Selection are an award winning financial services search and selection firm. Since their incorporation they have provided recruitment solutions to a range of clients including insurance companies, banking institutions and industry regulated organisations. BWD’s success has been largely based on recruiting like-minded professionals who have the same core values and ethics as t...
