Current Vacancies

• IFA

  consultant: James Rendell reference: JR-7140 Location: Bournemouth, Dorset, Dorset
  Salary: £35000 per Annum Contract: Permanent

  Position: IFA
  Salary: Self Employed
  Location: Bournemouth

  This is an excellent opportunity to join a growing Financial Planning Business. This company is at the forefront of the industry in terms of the investment they have made in technology and various Financial Planning tools. The right candidate will be Diploma qualified or near to it with experience of advising public sector clients and previous phone based sales of Financial products

  
  Skills / Qualifications

  
  Either Full or Part qualified
  A strong background in Independent Financial Planning
  Confident and Professional
  Comfortable with using Powerpoint
  A strong background in Investments
  A successful track record of sales
  Progressing toward RDR qualifications and Current CAS Status

  
  Benefits

  
  Full support through any exams you wish to take
  An extremely strong back office / support team
  Excellent Bonus scheme on offer

  Add to Folderreference: JR-7140

• IFA

  consultant: James Rendell reference: JR-7336 Location: Bournemouth, Dorset, Dorset, 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 their 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-7336

• IFA

  consultant: James Rendell reference: JR-7412 Location: 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-7412

• IFA

  consultant: James Rendell reference: JR-7414 Location: Bournemouth, Dorset, Dorset
  Salary: £40000 per Annum Contract: Permanent

  Financial Advisor
  Location: Bournemouth
  Salary: £40,000 + bonuses + benefits

  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-7414

• IFA

  consultant: James Rendell reference: JR-7443 Location: Newcastle Upon Tyne, Northumberland
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: Newcastle
  Salary: Self employed with excellent commission structure

  This is an exciting opportunity for an established Financial Advisor to join an organisation who offers the backing and support to grow and develop your business and client bank

  Duties and Requirements:

  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service building long term relationships
  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
  As well as maintaining current clients you will also have opportunities to rekindle dormant or warm leads with appointments made for you

  Skills and Qualifications:

  You will be diploma qualified or near to it
  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
  Leads are generated, professional development is encouraged

  Add to Folderreference: JR-7443

• IFA

  consultant: James Rendell reference: JR-7535 Location: Cheltenham, Gloucestershire, Gloucestershire
  Salary: £40000 per Annum Contract: Permanent

  IFA
  Location: Gloucestershire
  Salary: £40,000 + bonuses + benefits

  Here lies an exciting opportunity to work within a successful IFA practice in Gloucestershire. 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 Gloucestershire office, you will provide independent financial advice to your client bank offering 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-7535

• IFA Administrator

  consultant: Isabelle Madams reference: IM-7579 Location: Clevedon, Somerset
  Salary: £20000 per Annum Contract: Permanent

  IFA Administrator / Paraplanner
  Location: North Somerset
  Salary: £15,000 - 20,000
  
  An exciting opportunity for an IFA Administrator / Trainee Paraplanner to join an expanding IFA firm. With offices in Somerset they pride themselves on providing an excellent service to their clients whilst organically growing their business. Seeking an individual they can train within the role to develop their career within the Wealth Management industry.
  
  This is a very rare opportunity for someone who is genuinely interested in developing a career within the Financial Service Industry to join a reputable company that has a strong training scheme.
  
  
  Responsibilities:
  
  
  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
  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
  Ensuring all paperwork is compliant with FSA guidelines
  
  Skills:
  
  You will ideally possess the certificate in Financial Planning
  Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business.
  Good attention to detail time management skills

  Add to Folderreference: IM-7579

• IFA Administrator

  consultant: Isabelle Madams reference: IM-7601 Location: Tiverton, Devon
  Salary: £18000 per Annum Contract: Permanent

  IFA Administrator / Paraplanner
  Location: Tiverton
  Salary: £Negotiable
  
  An excellent opportunity for an experienced administrator to join a local IFA firm. Due to an ever increasing work load our client is looking for an Administrator / Paraplanner to take the strain enabling them to focus on what they do best - writing business. As this is a new requirement within the company this is a role which you can make your own and an opportunity for someone looking for part time work as well as full time work.

  
  Responsibilities:
  
  
  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
  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
  Ensuring all paperwork is compliant with FSA guidelines
  
  Skills:
  
  You will ideally possess the certificate in Financial Planning
  Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business.
  Good attention to detail time management skills

  Add to Folderreference: IM-7601

• IFA Administrator

  consultant: Isabelle Madams reference: IM-7663 Location: Cromer, Norfolk
  Salary: £22000 per Annum Contract: Permanent

  FA Administrator
  Location: Cromer
  Salary: Up to £22,000 DOE

  
  An exciting opportunity for an IFA Administrator to join a leading IFA firm. Seeking an individual they can train within the role to develop their career within the Wealth Management industry.
  

  Responsibilities:

  
  Processing new business in line with FSA regulations
  Communicating the progress of business and issues to clients, consultants and introducers as appropriate
  Providing accurate client data and fund valuations as required for ongoing client servicing
  Use the Advisor Office diary system to effectively plan and manage own workload and ensure client servicing is conducted as agreed
  Contribute to day to day activities such as post, filing and archiving and to conduct other ad-hoc tasks and projects as requested by Managers and/or Directors

  Skills

  
  Previous experience within an administrative position, preferably within Financial Services
  Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business
  Good attention to detail and time management skills

  
  Duties & Responsibilities

  Add to Folderreference: IM-7663

• IFA Consultant

  consultant: James Rendell reference: JR-6402 Location: Bristol
  Salary: £30000 per Annum Contract: Permanent

  Corporate Pensions Implementation Advisor
  Location: Bristol
  Salary: £25,000 - £30,000 + benefits

  Our 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 times

  Responsibilities

  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 members

  Qualifications 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 occasions

  Add to Folderreference: JR-6402