Current Vacancies
Financial Consultant
consultant: Isabelle Madams reference: JR-5594 Location: Hull, Yorkshire
Salary: £50000 per Annum Contract: PermanentPosition: Financial Consultant / IFA
Salary: £35,000 - £50,000
Location: HullOur well renowned client have sourced Heat Recruitment to introduce to them experienced Diploma qualified Financial Advisors to join their well established team. The right candidate will be hungry to succeed and help increase sales within life and pensions in line with company targets
Job responsibilities
To offer a top level of financial advice
To build and maintain relationships with new and existing clients
Hit new business sales targets
Build a strong network of business professionalsSkills and Qualifications
Diploma qualified
Experience with a track record as a financial advisor
Have CAS status
Have an existing client bankBenefits
Excellent salary package with bonus
Fully supported with paraplanners and compliance
PensionAdd to Folderreference: JR-5594
Financial Planner
consultant: Damien Kelland reference: DK-6888 Location: Dorchester, Dorset
Salary: £50000 per Annum Contract: PermanentIndependent Financial Adviser
Location: Dorchester
Salary: £28,000 - £50,000
This is a chance for an Professional Financial Planner to become part of an established Chartered Financial Planning practice with a wealth of clients. You will be at least diploma qualified and looking to take further exams with time served within the industry. The remit will include growing the business and providing a comprehensive service to an existing portfolio of high value personal and corporate clients, whilst being fully supported by excellent back office staff
Duties and Responsibilities:
Finding out about clients' current finances and future plans
Researching financial products
Explaining details of products so that clients can make informed choices
Meeting sales targets
Negotiating with providers of financial products
Keeping detailed records
Producing financial reports
Skills and Qualifications:
Diploma qualified and working to Chartered status
Competent Adviser Status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developments
Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness
Excellent organisational skills, with ability to prioritise effectively and cope with pressure
High motivation, self starter and flexibleAdd to Folderreference: DK-6888
Financial Planner
consultant: Damien Kelland reference: DK-6889 Location: Exeter, Devon
Salary: £50000 per Annum Contract: PermanentIndependent Financial Adviser
Location: Exeter
Salary: £28,000 - £50,000
This is a chance for an Professional Financial Planner to become part of an established Chartered Financial Planning practice with a wealth of clients. You will be at least diploma qualified and looking to take further exams with time served within the industry. The remit will include growing the business and providing a comprehensive service to an existing portfolio of high value personal and corporate clients, whilst being fully supported by excellent back office staff
Duties and Responsibilities:
Finding out about clients' current finances and future plans
Researching financial products
Explaining details of products so that clients can make informed choices
Meeting sales targets
Negotiating with providers of financial products
Keeping detailed records
Producing financial reports
Skills and Qualifications:
Diploma qualified and working to Chartered status
Competent Adviser Status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developments
Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness
Excellent organisational skills, with ability to prioritise effectively and cope with pressure
High motivation, self starter and flexibleAdd to Folderreference: DK-6889
Financial Planner
consultant: Damien Kelland reference: DK-6890 Location: Melksham, Wiltshire
Salary: £50000 per Annum Contract: PermanentIndependent Financial Adviser
Location: Melksham
Salary: £28,000 - £50,000
This is a chance for an Professional Financial Planner to become part of an established Chartered Financial Planning practice with a wealth of clients. You will be at least diploma qualified and looking to take further exams with time served within the industry. The remit will include growing the business and providing a comprehensive service to an existing portfolio of high value personal and corporate clients, whilst being fully supported by excellent back office staff
Duties and Responsibilities:
Finding out about clients' current finances and future plans
Researching financial products
Explaining details of products so that clients can make informed choices
Meeting sales targets
Negotiating with providers of financial products
Keeping detailed records
Producing financial reports
Skills and Qualifications:
Diploma qualified and working to Chartered status
Competent Adviser Status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developments
Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness
Excellent organisational skills, with ability to prioritise effectively and cope with pressure
High motivation, self starter and flexibleAdd to Folderreference: DK-6890
Financial Planner
consultant: Damien Kelland reference: DK-6891 Location: Shepton Mallet, Somerset
Salary: £50000 per Annum Contract: PermanentIndependent Financial Adviser
Location: Shepton Mallet
Salary: £28,000 - £50,000
This is a chance for an Professional Financial Planner to become part of an established Chartered Financial Planning practice with a wealth of clients. You will be at least diploma qualified and looking to take further exams with time served within the industry. The remit will include growing the business and providing a comprehensive service to an existing portfolio of high value personal and corporate clients, whilst being fully supported by excellent back office staff
Duties and Responsibilities:
Finding out about clients' current finances and future plans
Researching financial products
Explaining details of products so that clients can make informed choices
Meeting sales targets
Negotiating with providers of financial products
Keeping detailed records
Producing financial reports
Skills and Qualifications:
Diploma qualified and working to Chartered status
Competent Adviser Status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developments
Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness
Excellent organisational skills, with ability to prioritise effectively and cope with pressure
High motivation, self starter and flexibleAdd to Folderreference: DK-6891
Financial Planner
consultant: James Ackland reference: JA-6088 Location: Dorset
Salary: £60000 per Annum Contract: PermanentFinancial Planner - Financial Planning
Salary: Up to £60,000 D.O.E
Location: Dorset
Our Clients progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients.
Responsibilities:
Setting up meetings with clients
Finding out about clients' current finances and future plans
Researching financial products
Explaining details of products so that clients can make informed choices
Meeting sales targets
Negotiating with providers of financial products
Keeping detailed records
Producing financial reports
skills:
IFA desirable and FPC qualified
Competent adviser status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developmentsAdd to Folderreference: JA-6088
Financial Planner
consultant: James Ackland reference: JA-6089 Location: Devon
Salary: £60000 per Annum Contract: PermanentFinancial Planner - Financial Planning
Salary: Up to £60,000 D.O.E
Location: Devon
Our Clients progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients.
Responsibilities:
Setting up meetings with clients
Finding out about clients' current finances and future plans
Researching financial products
Explaining details of products so that clients can make informed choices
Meeting sales targets
Negotiating with providers of financial products
Keeping detailed records
Producing financial reports
skills:
IFA desirable and FPC qualified
Competent adviser status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developmentsAdd to Folderreference: JA-6089
Financial Planner
consultant: James Ackland reference: JA-6090 Location: Somerset
Salary: £60000 per Annum Contract: PermanentFinancial Planner - Financial Planning
Salary: Up to £60,000 D.O.E
Location: Somerset
Our Clients progressive and professional financial planning and consultancy business is offering a fantastic opportunity for a high calibre senior adviser with the potential to grow the business, to join an established talented team. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support.You will also need to contribute to profitable development of business by assisting in winning new clients, cross-selling additional services and securing recurring work from clients.
Responsibilities:
Setting up meetings with clients
Finding out about clients' current finances and future plans
Researching financial products
Explaining details of products so that clients can make informed choices
Meeting sales targets
Negotiating with providers of financial products
Keeping detailed records
Producing financial reports
skills:
IFA desirable and FPC qualified
Competent adviser status
Excellent standard of written and verbal communication with ability to liaise with people at all levels
Awareness of industry trends and developmentsAdd to Folderreference: JA-6090
Financial Planner
consultant: James Rendell reference: JR-6408 Location: Brighton, Sussex
Salary: £55000 per Annum Contract: PermanentInvestment Manager
Location: Brighton
Salary: £45,000 - £55,000 + benefitsAn RDR ready, national wealth management company are looking for a qualified Investment Manager for their Brighton office. The role will revolve around discretionary portfolio management so you will need to be at least Level 4 qualified with the ability to work with professional and high new worth clients
Duties
Responsible for the management of a portfolio of clients
Developing new clients
Providing factual advice for a broad range of clientsSkills and Qualifications
CISI Qualified (Diploma qualified)
RDR Compliant
IMC Qualified
Demonstrable experience of Client Investment Management
Have an in-depth understanding of financial markets, wealth management and compliance
A client bank without a covenant would be advantageousAdd to Folderreference: JR-6408
Financial Planner
consultant: James Rendell reference: JR-6411 Location: Cheltenham, Gloucestershire
Salary: £55000 per Annum Contract: PermanentFinancial Planning Manager
Location: Cheltenham
Salary: £45,000 - £55,000 + benefitsAn RDR ready, national wealth management company are looking for a qualified Financial Planning Manager for their Cheltenham office. The role will revolve around discretionary portfolio management so you will need to be at least Level 4 qualified with the ability to work with professional and high new worth clients
Duties
Responsible for the management of a portfolio of clients
Developing new clients
Providing factual advice for a broad range of clientsSkills and Qualifications
CISI Qualified (Diploma qualified)
RDR Compliant
IMC Qualified
Demonstrable experience of Client Investment Management
Have an in-depth understanding of financial markets, wealth management and compliance
A client bank without a covenant would be advantageousAdd to Folderreference: JR-6411
Financial Planner
consultant: James Rendell reference: JR-6819 Location: Salisbury, Wiltshire
Salary: £60000 per Annum Contract: PermanentPosition: Senior Financial Planner
Location: Wiltshire
Salary: £40,000 - £60,000We are excited to offer an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client are a well respected and well known independent provider of a wide range of products and services including tax, financial advisory and investment management
This first class highly reputable organisation are looking to recruit a Chartered or nearly Chartered Financial Planner to their Wiltshire based teamIf you are looking to develop a long term career withn an organisaion that trusts, respects and empowers their employees this is an enviable and highly sought after opportunity
Duties:
Develop and build relationships with your HNW Clients whilst advising them on complex products including wealth structuring, retirement planning and banking services
Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures
Develop new business opportunities from your existing Clients, introducers and referralsSkills:
Expert knowledge of investment and banking with an excellent understanding of the industry
An established Financial Planning history with a successful track record in working with HNW Clients and professionals
Experience in providing a fully holistic advice to clients with excellent people skills
Background in Wealth Management is desirableQualifications:
Full Financial Planning Certificate (or equivalent) is essential
At least AFPC qualified (or equivalent) is essential
Achieved Chartered/Certified Planner status (or close to achieving)
At least 5 years' experience giving adviceBenefits:
Paraplanners and Admin Support
Private Banking Team
Investment Management Team
Executive Management Team
Back Office Departments
Introducer NetworkAdd to Folderreference: JR-6819
Financial Planner
consultant: Isabelle Madams reference: NL-6036 Location: Bristol
Salary: £55000 per Annum Contract: PermanentPosition: Financial Planner
Location: Bristol
Salary: £50,000 - £55,000We are excited to offer an opportunity with a leading private bank that prides itself on providing holistic bespoke advice focusing on providing a close, friendly realtionship with their clients.
This first class highly reputable organisation specialises in financial planning, discretionary investment management and private banking services are looking to recruit a Chartered or nearly Chartered Financial Planner to their Bristol team.If you are looking for an opportunity to develop a long term career withn an organisaion that trusts, respects and empowers their employees this is an enviable and highly sought after opportunity.
Duties:
Develop relationships and advise HNW Clients on complex products, wealth structuring, retirement planning and banking services
Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures
Develop new business opportunities from existing Clients, introducers and referralsSkills:
Expert knowledge of investment and banking and understanding of the industry
Significant Financial Planning experience with a successful track record in working with HNW Clients
Experience in providing a fully holistic advice
Background in Wealth Management is desirableQualifications:
Full Financial Planning Certificate (or equivalent) is essential
At least AFPC qualified (or equivalent) is essential
Achieved Chartered/Certified Planner status (or close to achieving)
At least 5 years' experience giving adviceBenefits:
Paraplanners and Admin Support
Private Banking Team
Investment Management Team
Executive Management Team
Clients (& Client representatives)
Back Office Departments
Introducer NetworkAdd to Folderreference: NL-6036
Financial Planning Manager
consultant: James Rendell reference: JR-6928 Location: Bristol
Salary: £55000 per Annum Contract: PermanentPosition: Financial Planner
Location: Bristol
Salary: £40,000 - £55,000 + benefitsWe are excited to offer an opportunity with a leading investment management and financial planning firm that prides itself on providing holistic bespoke advice focusing on providing a close, friendly relationship with their clients.
This first class highly reputable organisation specialises in financial planning, discretionary investment management and private banking services are looking to recruit a Chartered or nearly Chartered Financial Planner to their Bristol team.If you are looking for an opportunity to develop a long term career within an organisation that trusts, respects and empowers their employees this is an enviable and highly sought after opportunity.
Duties:
Develop relationships and advise HNW Clients on complex products, wealth structuring, retirement planning and banking services
Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures
Develop new business opportunities from existing Clients, introducers and referralsSkills:
Expert knowledge of investment and banking and understanding of the industry
Significant Financial Planning experience with a successful track record in working with HNW Clients
Experience in providing a fully holistic advice
Background in Wealth Management is desirableQualifications:
Full Financial Planning Certificate (or equivalent) is essential
At least AFPC qualified (or equivalent) is essential
Achieved Chartered/Certified Planner status (or close to achieving)
At least 5 years' experience giving adviceBenefits:
Paraplanners and Admin Support
Private Banking Team
Investment Management Team
Executive Management Team
Clients
Back Office Departments
Introducer NetworkAdd to Folderreference: JR-6928
IFA
consultant: Damien Kelland reference: DK-5981 Location: Bath, Somerset
Salary: £30000 per Annum Contract: PermanentIFA with Client Bank
Location: Bath
Salary: £Self EmployedAn established firm of Financial Advisers are looking to substantiate their niche practice by taking on IFA's with an existing client bank who are looking for a settled Company to support them in a progressive environment post RDR. There is a 60/40 split available in favour of the adviser along with superb administration support
Responsibilities:
To provide face to face Holistic Advice to your existing client bank
To operate in a compliant manner within FSA regulations
You will desire to achieve Continuous Professional Development
Qualifications:
Diploma qualified or proof of ongoing exams to reach this level
Proven track history of billing in excess of £70,000
Fully compliant work historyAdd to Folderreference: DK-5981
IFA
consultant: Damien Kelland reference: DK-5982 Location: Bristol
Salary: £20000 per Annum Contract: PermanentIFA
Location: Bristol
Salary: £NegotiableOur client has just taken over an established Bristol practice and is looking for an IFA who will be extremely pro-active in working an existing client bank. There is superb administration support available, and the option to work on an employed or self employed basis
Responsibilities:
To provide face to face Holistic Advice to an existing client bank
To operate in a compliant manner within FSA regulations
You will desire to achieve Continuous Professional Development
Qualifications:
Diploma qualified or proof of ongoing exams to reach this level
Proven track history of billing in excess of £70,000
Fully compliant work historyAdd to Folderreference: DK-5982
IFA
consultant: James Rendell reference: JR-5843 Location: Bristol
Salary: £50000 per Annum Contract: PermanentIndependant Financial Adviser
Location: Bristol
Salary: Self-Employed plus benefits and support
Our client is looking for a competent Independant Financial Adviser with a proven income for the last 12 months primarily in the area of Investment and Pensions. Our Client advises affluent clients throughout the UK providing a high quality service, business management and development
You will be an Industry Professional with the confidence and ability to offer a first class level of customer service to your portfolio of high net worth clients
Duties and Responsibilities:
Grow your own portfolio of high net worth clients
Administration is carried out for you allowing you time to concentrate on building your client bank
As part of a partnership you will retain autonomy
As a Consultant you will build your own saleable asset
You will receive Personal and Business development opportunities
You will be provided with leading business management and development, supported by pension and investment specialists, enabling you to develop your business
Skills and Qualifications:
The right candidate will have CAS and will be or working towards Diploma statusAdd to Folderreference: JR-5843
IFA
consultant: James Rendell reference: JR-6808 Location: Bath, Somerset, Somerset
Salary: £50000 per Annum Contract: PermanentIFA
Location: Bath
Salary: £35,000 - £50,000An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.
Duties and Requirements:
To provide a holistic Financial Plan to prospective and existing clients
To provide exceptional Client service
To adhere to the principles of TCF
To work towards the company compliance standards and professional development scheme
To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
To use the research panel when selecting advice
To maintain and ensure client files are kept up to dateSkills and Qualifications:
You will be at least CF 1-5 and aspiring towards diploma
Currently an established Advisor with CAS status
Excellent sales and presentation skills
Excellent telephone manner and client facing skills
Driven and motivated to achieve targets
IT literate with a superb team ethicAdd to Folderreference: JR-6808
IFA Consultant
consultant: James Rendell reference: JR-6402 Location: Bristol
Salary: £30000 per Annum Contract: PermanentCorporate Pensions Implementation Advisor
Location: Bristol
Salary: £25,000 - £30,000 + benefitsOur client is a market leader in providing personal and corporate solutions to a customer base which stretches nationwide
They are seeking an experienced advisor to provide specialist corporate pensions advice whilst providing a service that exceeds the expectations of customers at all timesResponsibilities
Presentations to employees of corporate clients
Employee benefit education for employees of corporate clients
Retirement planning for employees of corporate clients based around worksite sign ups and reviews using target funding attitude to investing techniques
Marketing the company brand and process on a 1 to 1 basis
Generating leads from employees of corporate clients for the Financial Planning Team to act upon
Ongoing service to employees of corporate clients
To exceed clients expectations by consistently providing quality advice and customer service
To maintain a positive working environment where the team cohesively work towards shared goals
To operate as efficiently as possible to help meet set budgets
To build individual skills within the team by ensuring that industry knowledge is kept up to date by regularly keeping abreast of changes and completing relevant examinations to broaden skills and employability
Provide all reports, information and responses to requests for information to management in a timely and effective manner
To deliver compelling presentations that are both informative for the customer and help to market the brand and the employee benefits offering of the Corporate Customers
To source new leads for the company through using high level questioning skills to generate leads and referrals from employees of corporate customers
Expresses ideas positively and effectively in individual and group situations
Is able to establish a course of action on a strategic and day-to-day basis to meet specific personal or organisational goals by allocating themselves the appropriate amount of time and resources
Works effectively with all team members across the business to accomplish goals; respects the needs of others and displays integrity in dealing with Team membersQualifications and Experience
Hold the Diploma (or close to it) in Financial Services
Further industry examinations are completed to increase sector and technical knowledge
Able to use their knowledge, logic and common sense to make decisions
Is able to organise own work based on company goals and priorities
Strong and professional presentation skills
Strong verbal and written communication skills
Able to use active listening and goal based questioning
Enthusiasm, Positivity and Pro activity
Full UK driving license and vehicle
Overnight stops in various parts of the country will sometimes be necessary
Happy to travel to corporate client sites on frequent occasionsAdd to Folderreference: JR-6402
Paraplanner
consultant: Isabelle Madams reference: IM-6762 Location: Taunton, Somerset
Salary: £35000 per Annum Contract: PermanentParaplanner
Location:Taunton
Salary: £NegotiableAn exciting opportunity for an experienced Paraplanner looking to join a leading IFA firm. With offices across the South West they pride themselves on providing an excellent service to their clients whilst organically growing their business.
Responsibilities are as follows -
Managing the whole process of reviewing clients needs
Assessing outstanding information required to proceed
Preparing client reports - these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements
Reviewing products available to meet client needs and making appropriate recommendation
Preparing asset allocation and appropriate fund selection
Arranging the ordering and checking of Personalised Illustrations from product provider Research
Reviewing new contracts and alterations in product providers terms and making recommendations to the Directors
Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations to the Directors.
Undertaking assessment of regulatory changes on the company's procedures and implement necessary changes
Ensuring all paperwork is compliant with FSA guidelines
Skills required
You will ideally possess Advanced Diploma in Financial Planning/Chartered Status
Previous experience of using the Adviser Office (1st) client database/back office system
Sound knowledge of Pensions & Trusts
Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business.Add to Folderreference: IM-6762
Pensions Administrator
consultant: Damien Kelland reference: DK-6892 Location: Shepton Mallet, Somerset
Salary: £28000 per Annum Contract: PermanentGroup Personal Pensions Administrator
Location: Shepton Mallet
Salary: £21,000 - £28,000
Our client is a highly professional RDR ready Financial Planning Organisation that is looking for a proactive, self motivated individual to help with the ongoing growth of their Pensions team. The role will involve working alongside the Financial Planners in order to manage and administer their group schemes
Duties and Responsibilities:
Initiating all new Group Personal Pension schemes
Preparing client packs on behalf of the Financial Planners for existing and new members
To Liaise with the scheme providers
Ad Hoc administration including annual reviews
Generating fee agreements & invoices
Qualifications & skills:
Experience of working in an administration environment, ideally gained in Pensions or Financial Planning
Excellent organisational skills
Excellent interpersonal skills
Ability to clearly communicate with clients by post, email and telephone
Ability to manage workloads and meet deadlines and service standardsAdd to Folderreference: DK-6892
