Current Vacancies

• IFA

  consultant: James Rendell reference: JR-5477 Location: Salisbury, Wiltshire
  Salary: £35000 per Annum Contract: Permanent

  Independent Financial Advisor
  Location: Wiltshire
  Salary: £20,000 - £35,000 + bonuses

  Here lies an exciting opportunity to work within a successful IFA practice in Wiltshire. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients

  Job description

  Based at the company's head office, you will provide independent financial advice to your own client bank and the company's clients
  You will liaise closely with the support staff and other IFA's
  Your support staff will take care of all procedures, new business processing, research and reviews, compliance monitoring and constructing portfolios
  You will have vast experience with a good technical knowledge of pension regulation and investment portfolios

  Skills and Qualifications

  Full FPC qualification
  Diploma qualification (or working towards it to be qualified by 2012)
  GCSE in Mathematics, English Language and English Literature
  Proven track record as a Financial Advisor
  An excellent communicator to deal with both clients and staff
  Proactive and able to work both as an individual and part of a team
  The ability to delegate and manage where required
  Desire to progress your own industry knowledge and develop professionally
  Flexible to have client meetings at their work or home
  IT literate with Microsoft Word, Excel and Outlook
  Experience using industry specific applications advantageous

  Benefits

  Basic salary of £20,000 - £35,000
  OTE of £75,000. Bonus structure based on earnings
  21 days plus extra holiday over Christmas
  In house support on IT system
  Company pension
  In house admin support and paraplanning provided
  Office and meeting room provided

  Add to Folderreference: JR-5477

• IFA

  consultant: James Rendell reference: JR-5634 Location: London
  Salary: £45000 per Annum Contract: Permanent

  Position: IFA
  Location: London
  Basic salary: £45,000 + bonus

  An Independent Financial Advisory practice that specialise in corporate and private wealth management are looking to add a Diploma Qualified IFA with a strong track record to join their expanding team

  They are ideally looking for Financial Advisors with a proven track record in holistic financial planning and who are already at or progressing to diploma level, with experience in working in mortgages, investments, tax and / or pensions. Full administration and paraplanning support is provided

  Duties and Responsibilities:

  This role will be target driven so you will be used to working to KPI's
  You will continue your professional development and be keen to take further exams
  Offering whole of market advice
  Responsibility for full client relationship from point of sale through to continual client management
  Offer and advise on a full product range
  Convert warm leads and orphan clients into profitable business

  Skills and experience

  You will have your own active client bank
  You will hold at least full FPC and be prepared to take further exams to become RDR compliant
  A high level of professionalism is expected
  A team player with the ability to build on and grow client relations
  Self motivated with energy, enthusiasm and drive
  Computer literate and a clear and concise communicator

  Add to Folderreference: JR-5634

• IFA

  consultant: James Rendell reference: JR-5843 Location: Bristol
  Salary: £50000 per Annum Contract: Permanent

  Independant 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 status

  Add to Folderreference: JR-5843

• IFA

  consultant: James Rendell reference: JR-6009 Location: Manchester, Lancashire
  Salary: £50000 per Annum Contract: Permanent

  Self Employed IFA
  Salary: OTE £50,000
  Location: Manchester

  Our client is looking for an experienced financial adviser to join them as they continue to build on their reputation of delivering a first class holistic financial planning service to its clients nationwide
  As an independent product provider you as the adviser will be allowed to offer your clients advice on a broad variety of products based on their best interests, finding the best methods to help them reach their goals purely on their lifestyle, financial goals and aspirations

  Job Description

  As an Independent Financial Adviser, you will cover a designated area offering a full financial planning service tailored to meet each clients own specific requirements
  Once you have had the chance to build a relationship with your client, got to know them, their financial goals and priorities, you will be in a position to put together a strategy to help them reach their individual aspirations
  Being independent of all the financial product providers, the advice you will offer can be best suited to meet the clients' needs
  The financial services you will offer will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning
  You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
  It is imperative that you look to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their own requirements, aspirations and financial plans
  Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referrals

  Experience and Requirements

  You will have the drive and determination to clutch this opportunity
  You will have 3 - 5 years experience as an IFA, preferably with an active client bank
  You will be pro active and continue to generate leads, referrals and introducers
  Full training is provided on affinity group sessions
  Central back office support will be provided together with training, compliance and research systems
  You will be Diploma Qualified or if not looking to achieve this by the RDR deadline in 2012

  Add to Folderreference: JR-6009

• IFA

  consultant: James Rendell reference: JR-6011 Location: Newcastle, County Down
  Salary: £50000 per Annum Contract: Permanent

  Self Employed IFA
  Salary: OTE £50,000
  Location: Newcastle

  Our client is looking for an experienced financial adviser to join them as they continue to build on their reputation of delivering a first class holistic financial planning service to its clients nationwide
  As an independent product provider you as the adviser will be allowed to offer your clients advice on a broad variety of products based on their best interests, finding the best methods to help them reach their goals purely on their lifestyle, financial goals and aspirations

  Job Description

  As an Independent Financial Adviser, you will cover a designated area offering a full financial planning service tailored to meet each clients own specific requirements
  Once you have had the chance to build a relationship with your client, got to know them, their financial goals and priorities, you will be in a position to put together a strategy to help them reach their individual aspirations
  Being independent of all the financial product providers, the advice you will offer can be best suited to meet the clients' needs
  The financial services you will offer will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning
  You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
  It is imperative that you look to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their own requirements, aspirations and financial plans
  Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referrals

  Experience and Requirements

  You will have the drive and determination to clutch this opportunity
  You will have 3 - 5 years experience as an IFA, preferably with an active client bank
  You will be pro active and continue to generate leads, referrals and introducers
  Full training is provided on affinity group sessions
  Central back office support will be provided together with training, compliance and research systems
  You will be Diploma Qualified or if not looking to achieve this by the RDR deadline in 2012

  Add to Folderreference: JR-6011

• IFA

  consultant: James Rendell reference: JR-6021 Location: Dorset
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: South West
  Salary: Self employed

  This is a fantastic chance to join a well respected experienced IFA practice
  Current clients of this practice include private individuals and SME directors
  They are fully RDR ready with a competitive fee structure in place; this company brings a refreshing approach to advising upon and dealing with its clients assets

  Skills and Responsibilities:

  The right candidate will have an extremely strong background in Single Premium Pensions, Large Pension Transfers and Investments
  Experienced in dealing with High Net Worth clients
  At least at Diploma level or close to achieving it
  Self motivated individual with a proven track history of client development

  Benefits:

  To join a company that is completely Fee based, and giving you the autonomy to charge fees at the level you feel valued at
  An excellent Commission split
  Leads are available to supplement your existing client base
  Full technical support and paraplanning provided, all PI/FSA fees paid.

  Add to Folderreference: JR-6021

• IFA

  consultant: James Rendell reference: JR-6022 Location: Bristol
  Salary: £55000 per Annum Contract: Permanent

  Financial Adviser
  Base Salary: £35,000 OTE £55,000
  Location: Bristol

  Our client is searching for an established and competent Adviser who can join their team. The company, with over 20 years experience working with business owners and High Net Worth clients, are providing this excellent opportunity with a competitive salary and commission structure.

  Job Description

  Liaise closely with the Sales Manager to ascertain a development plan to ensure the company's business and regulatory measures are met
  Build new and existing customer relationships, whilst reviewing their circumstances and addressing as appropriate
  Obtain and record the required and necessary information using fact find forms to enable a full analysis of client circumstances, and current and future needs; thus meeting regulatory 'Know Your Client' and suitability requirements
  Demonstrating competence in all stages of the advisory process and ensure the company's high standards are met
  Operate at all times within the rules and guidelines of the FSA, as documented in the company's compliance procedures, FSA principles for business, FSA Conduct of Business handbook and the 6 TCF consumer outcomes
  Ensure that competence is attained, maintained, assessed and recorded via the Training & Competence program - to include an ongoing program of Continuous Professional Development
  Ensure activities carried out meet with and are compliant with company protocol, health and safety, legal, and environmental policies
  Fully prepare information in advance of meetings liaising with paraplanners and sales support
  Following client meetings prepare reports and recommendations accurately and in good time
  Present solutions to clients in order to achieve their needs and objectives
  Attend pre-brief and debrief meetings for all sign-ups, providing full information and completed documentation to enable business to proceed in an effective and timely manner
  Update back office CRM system for cases to proceed and meet target completion dates
  Manage and maintain effective client relationships
  Provide any outstanding information or documentation to paraplanner or sales support
  Carry out regular annual reviews with existing clients in order to meet our service standards and responsibilities, and maximise new business opportunities
  Consult specialist/compliance manager on areas outside of competency

  Skills and attributes

  Good team player
  Flexible and adaptable to change
  Ability to work under pressure when driven by targets
  Able to build rapport and communicates well and professionally
  Actively seeks knowledge and clarification
  Acts within the limits of their authority
  Ability to manage several items at one time, prioritising those most important
  A logical thinker and able to utilise own initiative
  Ability to build rapport and gain trust
  Resilient, able to handle rejection
  Naturally competitive, sales minded, hungry for success
  Clear customer focus and treating customers fairly

  Qualifications

  CII CF 1-5 or equivalent preferred
  To have obtained or working towards Diploma
  General industry knowledge and awareness
  Industry specialist knowledge in pension sector, particularly SSAS and SIPP contracts desirable
  Good understanding of all relevant legislation and regulation for products being sold
  Good knowledge and understanding of regulatory (FSA) procedures, requirements, changes etc
  Maintain ongoing awareness of products and legislation changes
  Excellent knowledge and understanding of compliance
  High level product knowledge required and to be maintained
  Good understanding of internal administration procedures and systems
  Possess a good understanding of Anti Money Laundering and Data Protection

  Add to Folderreference: JR-6022

• IFA

  consultant: James Rendell reference: JR-6046 Location: Bath, Somerset
  Salary: Contract: Permanent

  Financial Advisor
  Location: Bath
  Salary: £competitive + bonuses

  Here lies an exciting opportunity to work within a successful IFA practice in Bournemouth. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients.

  Job description

  Based at the company's plush office, you will provide independent financial advice to your client bank aoffering a top level of financial advice
  You will liaise closely with the support staff and other IFA's
  Your support staff will take care of all procedures, new business processing, research and reviews, compliance monitoring and constructing portfolios
  You will have vast experience with a good technical knowledge of all financial products including pension regulation and investment portfolios

  Skills and Qualifications

  Full FPC qualification
  Diploma qualification (or working towards it to be qualified by 2012)
  Proven track record as a Financial Advisor
  An excellent communicator to deal with both clients and staff
  Proactive and able to work both as an individual and part of a team
  The ability to delegate and manage where required
  Desire to progress your own industry knowledge and develop professionally
  IT literate with Microsoft Word, Excel and Outlook
  Experience using industry specific applications advantageous

  Benefits

  Competitive salary + Benefits
  Bonus structure based on earnings
  In house support on IT system
  In house admin support and paraplanning provided

  Add to Folderreference: JR-6046

• IFA

  consultant: James Rendell reference: JR-6048 Location: Bedfordshire, Berkshire, Birmingham, West Midlands, Bristol, Buckinghamshire, Cheshire, County Durham, Dorset, Essex, Gloucestershire, Hampshire, Huntingdonshire, Lancashire, Leicestershire, Lincolnshire, London, Middlesex, Monmouthshire, Northamptonshire, Northumberland, Oxfordshire, Pembrokeshire, Shropshire, Somerset, Suffolk, Surrey, Sussex, Warwickshire, Wiltshire, Worcestershire, Yorkshire
  Salary: £50000 per Annum Contract: Permanent

  Self Employed IFA
  Salary: OTE £50,000
  Location: Nationwide

  Our client is looking for an experienced financial adviser to join them as they continue to build on their reputation of delivering a first class holistic financial planning service to its clients
  As an independent product provider you as the adviser will be allowed to offer your clients advice on a broad variety of products based on their best interests, finding the best methods to help them reach their goals purely on their lifestyle, financial goals and aspirations

  Job Description

  As an Independent Financial Adviser, you will cover a designated area offering a full financial planning service tailored to meet each clients own specific requirements
  Once you have had the chance to build a relationship with your client, got to know them, their financial goals and priorities, you will be in a position to put together a strategy to help them reach their individual aspirations
  Being independent of all the financial product providers, the advice you will offer can be best suited to meet the clients' needs
  The financial services you will offer will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning
  You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
  It is imperative that you look to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their own requirements, aspirations and financial plans
  Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referrals

  Experience and Requirements

  You will have the drive and determination to clutch this opportunity
  You will have 3 - 5 years experience as an IFA
  You will be pro active and continue to generate leads, referrals and introducers
  Central back office support will be provided together with training, compliance and research systems
  You will be FPC or CeFA qualified

  Add to Folderreference: JR-6048

• IFA

  consultant: James Rendell reference: JR-6065 Location: Manchester, Lancashire
  Salary: £50000 per Annum Contract: Permanent

  Self Employed IFA
  Salary: OTE £50,000
  Location: Manchester

  Our client is looking for an experienced financial adviser to join them as they continue to build on their reputation of delivering a first class holistic financial planning service to its clients
  As an independent product provider you as the adviser will be allowed to offer your clients advice on a broad variety of products based on their best interests, finding the best methods to help them reach their goals purely on their lifestyle, financial goals and aspirations

  Job Description

  As an Independent Financial Adviser, you will cover a designated area offering a full financial planning service tailored to meet each clients own specific requirements
  Once you have had the chance to build a relationship with your client, got to know them, their financial goals and priorities, you will be in a position to put together a strategy to help them reach their individual aspirations
  Being independent of all the financial product providers, the advice you will offer can be best suited to meet the clients' needs
  The financial services you will offer will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning
  You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
  It is imperative that you look to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their own requirements, aspirations and financial plans
  Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referrals

  Experience and Requirements

  You will have the drive and determination to clutch this opportunity
  You will have 3 - 5 years experience as an IFA
  You will be pro active and continue to generate leads, referrals and introducers
  Central back office support will be provided together with training, compliance and research systems
  You will be FPC or CeFA qualified

  Add to Folderreference: JR-6065