Interested?
Hiring: https://recruitukltd.co.uk/im-hiring-consultation/
Seeking new opportunities: https://recruitukltd.co.uk/job-consultation/
Please scroll down for some of our hottest candidates ⬇️
Vacancies:
Performance Director (Financial Planning)
- Competitive salary of £100,000 (potential negotiation)
- 25-50% bonus!
- Home working, with travel across the South West
- Career development and opportunity to get to Managing Director level
Investment Researcher
- Salary Up to £35,000 (negotiable dependent on skills and experience)
- Excellent pension scheme
- 25 days holiday plus bank holidays
- Ongoing career professional development
- Study and exam support
Financial Service Administrator – Grimsby
- Salary up to £29,000, dependent on experience
- Hybrid working
- Discretionary bonus
- Study support
- Employee-owned business
- Open to candidates with financial services or legal admin experience
Financial Planning Administrator – St Albans or Fareham
- Salary up to £32,000
- Hybrid working (3 days from home per week)
- Study support through to Chartered
- Excellent benefits package
- Open to candidates with wealth management admin experience, must have at least one R0 exam passed
Paraplanner – Northampton
- Salary up to £40,000
- Excellent benefits package
- Long-term career opportunity
- Open to candidates with Level 4 Diploma and 2 years’+ experience
Paraplanner – Portsmouth
- Salary from £35,000- £40,00 (negotiable dependent on experience)
- Full exam and study support
- Group life assurance
- Flexible working hours
- Hybrid working
Administrator – Plymouth
- Monday – Friday, 36.25 hours per week.
- Part-time available min 30 hours per week.
- 28 days holiday (inc BH).
- Pension, DIS, health scheme and other flexible benefits.
- Generous salary up to £26,000, plus annual salary review.
- Commission schemes.
Trainee Financial Adviser Role – Sheffield
- Salary up to £38,000
- Excellent opportunity to step into a client-facing role
- Initially, the role will focus on paraplanning within the firm
- Comprehensive training plan to become a financial adviser
- Opportunity to inherit clients from the director
Financial Adviser – London
- Competitive starting salary up to £70k+
- Team of Financial Advisers
- Existing HNW client bank
- HNW Client leads – Typical clients £400k – £500k to invest
- Excellent bonus schemes – OTE £90k+
- Excellent Benefits: DIS, Flex Bens, Pension
- Flex working – office/home based
- IFA, Paraplanning, Compliance and Administration support
- Study support
Candidates:
Paraplanner – Cardiff, Newport and/or Bristol area
- Level 4 qualified through CII
- Working in the industry for 20+ years
- Extensive Paraplanning experience
- Product research, tailored suitability reports and cashflow modelling
- £42,000 – £45,000 (Depending on travel)
IFA Administrator – local to Sutton Coldfield
- 5+ years’ active IFA Administration experience
- Utilised IO, Xplan and various trading wrap platforms – Quilter, AJ Bell, Transact, Fidelity, Aegon, Curtis Banks, Embark and much more
- Provides full administration support to Financial Advisers, overseeing full life cycle and support of client onboarding from cradle to grave
- Attention to detail and analytical
- Liaising with clients and providers over the telephone, managing relationships
- Seeking new challenge with better work culture
- Looking for long-term career move
Chartered Financial Planner – Kent
- 5 years’ experience giving holistic advice
- Substantial previous experience within back-office
- Managing client bank of 100+ HNW clients
- Looking for basic salary of £50,000 +, open to negotiation depending on role
Senior Paraplanner – Kent
- 7 years’ experience within paraplanning
- Specialised within pension transfers and DC pensions
- Whole of market, independent experience
- Looking for basic salary of £45,000 +
Financial Planning Administrator – Kent
- 6 years’ experience within financial planning administration
- Currently mainly dealing with existing clients and specialised in pensions
- Has broader experience across investments, mortgages and insurance
- Experience with producing suitability reports
- Looking for basic salary of £27,000 – £29,000
Mortgage Paraplanner/Administrator – Kent
- 7 years’ experience within mortgage administration and paraplanning
- Stable employment history, CeMAP qualified
- Excellent technical knowledge, covers research and suitability reports
- Open to back-office roles within mortgages or financial planning
- Looking for basic salary of £30,000 +
Mortgage Admin – Chelmsford
- 20+ years Mortgage experience
- Fully CeMap qualified
- Experienced in working for a high st building society
- Very proficient in Advising in Real Estate and Protection
- Excellent in building professional relations
- Is very experienced in Case Management from Submission to Completion
- Holistic approach
Paraplanner – Derby
- Looking for £42,000.
- Level 4 Diploma qualified.
- Looking for a role with flexible working.
- Experience dealing with more complex cases and UNHW clients
Chartered Financial Adviser – Buckinghamshire
- Experienced Independent Financial Adviser
- £10mill FUM client bank to bring with
- Business Development experience
- Excellent client servicing and client relationship management
- Chartered qualified
- Proven track record dealing with HNW clients
- Seeking ideally employed opportunity with access to clients
- Wants local office to work from
- Salary requirements £55k+
Paraplanner / IFA Administrator – Lancashire
- 3 years paraplanning
- 5 years FS incl admin experience
- Level 4 diploma qualified (1 exam to go)
- Worked in paraplanning team
- Supporting Financial Advisers
- Returning from career break, extended maternity leave
- Salary requirements £28k – £30k+
If any of the above is of interest, please get in touch here:
Hiring: https://recruitukltd.co.uk/im-hiring-consultation/
Seeking new opportunities: https://recruitukltd.co.uk/job-consultation/
Let’s get the ball rolling!!