Job Details

Job Title: Financial Planner

Industry: Financial Services

Location: Witney

Salary: £35,000 – £40,000

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planner in Witney to join a well-established financial planning practice.

This is a well-established financial planning practice with a highly rated central investment proposition that provides a comprehensive range of bespoke advice to HNW private and corporate clients across the UK from several regional offices.

Due to structured business growth and the successful acquisitions of several smaller IFA’s this practice are looking for an experienced Financial Planner to join the team in Witney and service existing clients while generating new business provided via on-going leads.

You will be provided with full back office support from a highly qualified administration and paraplanning team as well as continued leads, marketing, compliance and business development support alongside access to existing HNW & UHNW clients of the business across Oxfordshire.

 

What’s in it for you:

– Full back office support
– A continuous source of qualified leads
– Marketing & business development support
– Exam support towards Chartered status
– Existing clients and access to professional connections
– Two discretionary bonuses per year & share scheme

 

Skills and experience required:

– Previous experience within an IFA environment
– Previous experience as a Financial Planner
– Broad technical knowledge of financial products and services
– Hold Level 4 Diploma as a minimum
– Progression towards Chartered status (Advantageous)
– Pension specialist (Advantageous)
– Knowledge of Cash Flow Modelling (Advantageous)

 

Recruiters contact info:

Name:  Andrew Daly

Email:  andrew.daly@recruitukltd.co.uk

Tel: 01179 170 412

Whatsapp/mobile: 07399 163 965

Job Reference: 13140

 

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, here at Recruit UK we currently representing a Financial Planner role in Witney to join a well-established financial planning practice.

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: Financial Planner

Industry: Financial Services

Location: Witney

Salary: £35,000 – £40,000

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planner in Witney to join a well-established financial planning practice.

This is a well-established financial planning practice with a highly rated central investment proposition that provides a comprehensive range of bespoke advice to HNW private and corporate clients across the UK from several regional offices.

Due to structured business growth and the successful acquisitions of several smaller IFA’s this practice are looking for an experienced Financial Planner to join the team in Witney and service existing clients while generating new business provided via on-going leads.

You will be provided with full back office support from a highly qualified administration and paraplanning team as well as continued leads, marketing, compliance and business development support alongside access to existing HNW & UHNW clients of the business across Oxfordshire.

 

What’s in it for you:

– Full back office support
– A continuous source of qualified leads
– Marketing & business development support
– Exam support towards Chartered status
– Existing clients and access to professional connections
– Two discretionary bonuses per year & share scheme

 

Skills and experience required:

– Previous experience within an IFA environment
– Previous experience as a Financial Planner
– Broad technical knowledge of financial products and services
– Hold Level 4 Diploma as a minimum
– Progression towards Chartered status (Advantageous)
– Pension specialist (Advantageous)
– Knowledge of Cash Flow Modelling (Advantageous)

 

Recruiters contact info:

Name:  Andrew Daly

Email:  andrew.daly@recruitukltd.co.uk

Tel: 01179 170 412

Whatsapp/mobile: 07399 163 965

Job Reference: 13140

 

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, here at Recruit UK we currently representing a Financial Planner role in Witney to join a well-established financial planning practice.

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.

 

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