Average Financial Services salary in Andover

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543

Venture Recruitment Partners are working with an International Distribution business in their search for a Financial Accountant to help get them through their year end and audit. This role will report to the Finance Director and work with the wider finance team to  support on the Audit, especially with Germany. Key Responsibilities:- Assist with preparation of year end accounts for German entity- Assist with Audit for German entity - Support on Ad hoc projects alongside the Finance Director Experience and Qualifications:- You must be a qualified Accountant - You must have experience with German accounting standards - German language skills are a bonus Salary and Benefits:This role is paying £400 - £500p/d Outside IR35. Working arrangements:You are required to be in Andover 3 days a week and there is some travel abroad. If interested please apply below or contact All applicants must have the right to work in the UK. We will consider all qualified applications for this position. Chilworth Partnership / Venture Recruitment Partners does not discriminate against disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other status protected under the Equality Act 2010. Venture Recruitment Partners (also trading as Chilworth Partnership Ltd) is a Recruitment Agency. By applying for this role, you are authorising us as a Recruitment Agency to contact you and to provide services and information relating to job hunting activities. Please see our Privacy Policy at www.vrpartners.co.uk.

Our client, a thriving financial planning firm, is looking for an organised and competent Client Services Manager to join their Service Delivery team. This is an exciting opportunity to join a busy team where client service is at the heart of everything while contributing to the working culture and development of the practice.Your role as a Client Services Manager will be to support the Financial Planner and ensure we deliver high quality service and advice to clients. Working as part of a team you will ensure clients enjoy an excellent customer experience.What you’ll be doingManage client relationships and delivery of adviceSupporting the Financial Planner in preparing solutions to present to clients and keeping them informed of any client queries.Keeping clients up to date and ensure that completion of reports and advice is delivered timely and accurately.Organising the implementation process of new clients using a variety of IT systems and investment platforms.Submitting paperwork, assist clients with completing forms, executing fund switches, top ups, withdrawals and inter-plan transfers.Keeping up to date with the industry and the range of products and services offered.Administration of reports, forms and filesWork closely with the Paraplanner and the Client Review Coordinator in managing workloads including record keeping, advice delivery and dealing with internal and external parties.Having a sound knowledge of the Annual Review process.Drafting suitability reports, producing illustrations, gathering documentation and completing product, plan and fund research.Understanding compliance file checking including life cycles, fact finds, record keeping, client risk profiles and client due diligence.Taking ownership and accountability of making sure client data and information is correct.What we are looking forWe are looking for candidates who are highly organised and have the capability to plan and prioritise assignments in a busy environment. You will be an effective link between the client and their Financial Planner, hence excellent interpersonal skills and communication skills are essential.Key Skills: Communication skills; strong written and spoken English.Organisational skills; able to manage the workload efficiently and be able to achieve results.Interpersonal skills; proactive, confident and able to build effective relationships.Time management skills; able to handle deadlines and pressure.Excellent attention to detail.Excellent IT skills and proficient in Microsoft Office ProductsAn understanding of the financial services industry and the financial planning process.Personal Qualities: Responsible, Considerate and DedicatedDriven by a personal sense of integrity.Upholds quality standards and takes ownership of work.Reliable and trustworthy and treats confidential information with discretion.Nurtures teamwork and productive relationships.Has care and concern for others, including clients, colleagues and our local community.Displays resilience and able to deal with changing priorities.Hardworking and diligent.A problem solver and not afraid to take on a challenge.Willing to learn new skills to develop within the team and help others.Desirable Qualification or ExperienceMinimum 3 years in a similar role within a financial planning firm or related organisation.Sounds interesting? Get in touch with us for more information.