Current Vacancies

• Family Law Secretary

  consultant: Rebecca Weatherhead reference: RW-6899 Location: Kidderminster, Worcestershire
  Salary: £18000 per Annum Contract: Permanent

  Legal 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 team

  Add to Folderreference: RW-6899

• Financial Advisor

  consultant: James Rendell reference: JR-5558 Location: Southampton, Hampshire
  Salary: £40000 per Annum Contract: Permanent

  Financial Advisor
  Salary: £35,000 - £40,000
  Location: Southampton

  Our 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 paraplanners

  Job 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 support

  Add to Folderreference: JR-5558

• Financial Consultant

  consultant: Isabelle Madams reference: DK-6407 Location: Bristol
  Salary: £30000 per Annum Contract: Permanent

  Financial Consultant / IFA
  Salary: £25,000 - £30,000
  Location: Bristol

  A 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 network

  Skills

  Diploma qualified at a minimum
  Extensive experience within a financial advisory role
  Own client bank
  CAS Status

  Offered

  An excellent support and Compliance department
  Enviable OTE / Bonus package

  Add to Folderreference: DK-6407

• Financial Consultant

  consultant: Isabelle Madams reference: JR-5594 Location: Hull, Yorkshire
  Salary: £50000 per Annum Contract: Permanent

  Position: Financial Consultant / IFA
  Salary: £35,000 - £50,000
  Location: Hull

  Our 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 professionals

  Skills and Qualifications

  Diploma qualified
  Experience with a track record as a financial advisor
  Have CAS status
  Have an existing client bank

  Benefits

  Excellent salary package with bonus
  Fully supported with paraplanners and compliance
  Pension

  Add to Folderreference: JR-5594

• Financial Planner

  consultant: Damien Kelland reference: DK-6888 Location: Dorchester, Dorset
  Salary: £50000 per Annum Contract: Permanent

  Independent 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 flexible

  Add to Folderreference: DK-6888

• Financial Planner

  consultant: Damien Kelland reference: DK-6889 Location: Exeter, Devon
  Salary: £50000 per Annum Contract: Permanent

  Independent 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 flexible

  Add to Folderreference: DK-6889

• Financial Planner

  consultant: Damien Kelland reference: DK-6890 Location: Melksham, Wiltshire
  Salary: £50000 per Annum Contract: Permanent

  Independent 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 flexible

  Add to Folderreference: DK-6890

• Financial Planner

  consultant: Damien Kelland reference: DK-6891 Location: Shepton Mallet, Somerset
  Salary: £50000 per Annum Contract: Permanent

  Independent 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 flexible

  Add to Folderreference: DK-6891

• Financial Planner

  consultant: James Ackland reference: JA-6088 Location: Dorset
  Salary: £60000 per Annum Contract: Permanent

  Financial 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 developments

  Add to Folderreference: JA-6088

• Financial Planner

  consultant: James Ackland reference: JA-6089 Location: Devon
  Salary: £60000 per Annum Contract: Permanent

  Financial 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 developments

  Add to Folderreference: JA-6089