Current Vacancies
Family Law Secretary
consultant: Rebecca Weatherhead reference: RW-6899 Location: Kidderminster, Worcestershire
Salary: £18000 per Annum Contract: PermanentLegal Secretary - Family Department
Location: West Midlands
Salary: £14,000 - £18,000
Our client is seeking a Legal Secretary to support the team within the Family Department. This is a fantastic opportunity for an experienced legal secretary looking to establish their career within a group of creative lawyers.
Responsibilities
You will be responsible for providing secretarial and administrative support including typing memos, letters, emails, correspondence and reports
Maintaining a diary for the Solicitors, entering client visits, appointments, meetings and lunches, chasing up any outstanding letters and arranging meeting rooms when necessary
Maintaining a Personal Training Record of all training that is received
Organising meetings with clients
Skills
The successful candidate will ideally have held experience of working in a family team as secretary
You need to be able to utilise digital dictation
Fast and accurate typing and audio skills
You will also have experience working in a demanding and fast paced environment
Confidence in using the Microsoft Office package, visual files and case management systems will be an advantage
Organised and punctual as well as supporting other members in the teamAdd to Folderreference: RW-6899
Financial Advisor
consultant: James Rendell reference: JR-5558 Location: Southampton, Hampshire
Salary: £40000 per Annum Contract: PermanentFinancial Advisor
Salary: £35,000 - £40,000
Location: SouthamptonOur established client is seeking experienced Financial Advisors with a client bank to work from there Southampton offices. The role includes all the back office support, a good basic salary and an excellent benefits package
Job Description
This represents an exciting opportunity to join a well known independent IFA practice based in the vibrant city of Southampton
You will be required to provide a top level of financial advice to both private and business clients to help them plan their future finances
You will be offered full back office support by the firm's administrators and paraplannersJob Benefits
Negotiable salary up to £40,000
Bonuses paid on percentage of income in excess of 3 x salary
3% employer pension contributions - employee contributions voluntary
Group Private Medical Insurance
Group Private Health Insurance
4 x death in service salary
25 days holiday per annum
Parking
Paraplanning supportAdd to Folderreference: JR-5558
Financial Consultant
consultant: Isabelle Madams reference: DK-6407 Location: Bristol
Salary: £30000 per Annum Contract: PermanentFinancial Consultant / IFA
Salary: £25,000 - £30,000
Location: BristolA national company underpinned with strong ethical standards is looking to recruit an experienced Financial Advisor to their national team to produce volumes of new life and pensions business per annum.
Responsibilities
Provide expert, independent advice to clients
Maintain excellent client relationships with existing clients
Achieve new business sales targets agreed
Develop professional introducers business networkSkills
Diploma qualified at a minimum
Extensive experience within a financial advisory role
Own client bank
CAS StatusOffered
An excellent support and Compliance department
Enviable OTE / Bonus packageAdd to Folderreference: DK-6407
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




