We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office as and when should you want to. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
Jun 27, 2023
Full time
We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office as and when should you want to. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams. You will be joining a well-known and highly respected organisation with excellent career development opportunities.
One of the UK's leading Wealth Management organisations currently have a requirement for a Client Service Executive to working within their financial planning support function.My client provides individual advice to HNW private clients working on a model based on fee income and client servicing. They have built a reputation for delivering efficient service and high quality advice to a wide range of clients across the full remit of investments, retirement planning and tax.They are now looking to recruit a CSE to join the team to ensure the provision of the highest quality administration support to the sales function and company's clients. This role will be suited to an individual with at least 12 months experience working in financial planning support capacity that have a clear understanding of the financial services administration process.An excellent opportunity for a young professional to work within one of the leading names in the UK Wealth Management sector offering a first class and flexible working environment and long term career development opportunities.
Dec 20, 2022
Full time
One of the UK's leading Wealth Management organisations currently have a requirement for a Client Service Executive to working within their financial planning support function.My client provides individual advice to HNW private clients working on a model based on fee income and client servicing. They have built a reputation for delivering efficient service and high quality advice to a wide range of clients across the full remit of investments, retirement planning and tax.They are now looking to recruit a CSE to join the team to ensure the provision of the highest quality administration support to the sales function and company's clients. This role will be suited to an individual with at least 12 months experience working in financial planning support capacity that have a clear understanding of the financial services administration process.An excellent opportunity for a young professional to work within one of the leading names in the UK Wealth Management sector offering a first class and flexible working environment and long term career development opportunities.
Prestigious Investment and Wealth Management firm based in Central London have a career opportunity for a Wealth Planning Technical Manager, to be the technical expert of the Wealth Planning Team. Working closely alongside the Head of Wealth Planning, you will be the main point of contact for technical queries within the WP team. Duties will include - To act as the technical expert within the team To conduct centralised product research and assist the team with specific additional research To assist with technical training To establish and maintain provider relationships To create and maintain standard client reports and outputs To assist with defining and document processes for the Wealth Planning Team.To provide paraplanning support to the Head of Wealth Planning Skills Keep up to date with technical and product / provider knowledge in all areas of financial planning Carry out work with diligence and great attention to detail Communicates well Ability to explain technical points in an understandable way Understand processes and ability to document them Ability to use software (including cash flow planner and Excel) efficientlyCandidates will ideally have been working in a technical paraplanning capacity for 5+ years and be qualified to Chartered level of close to. Previous use of Voyant or alternative Cashflow software is advantageous.This is a genuine opportunity to working for a leading name in the wealth planning sector offering a first class salary, bonus and benefits package.
Dec 19, 2022
Full time
Prestigious Investment and Wealth Management firm based in Central London have a career opportunity for a Wealth Planning Technical Manager, to be the technical expert of the Wealth Planning Team. Working closely alongside the Head of Wealth Planning, you will be the main point of contact for technical queries within the WP team. Duties will include - To act as the technical expert within the team To conduct centralised product research and assist the team with specific additional research To assist with technical training To establish and maintain provider relationships To create and maintain standard client reports and outputs To assist with defining and document processes for the Wealth Planning Team.To provide paraplanning support to the Head of Wealth Planning Skills Keep up to date with technical and product / provider knowledge in all areas of financial planning Carry out work with diligence and great attention to detail Communicates well Ability to explain technical points in an understandable way Understand processes and ability to document them Ability to use software (including cash flow planner and Excel) efficientlyCandidates will ideally have been working in a technical paraplanning capacity for 5+ years and be qualified to Chartered level of close to. Previous use of Voyant or alternative Cashflow software is advantageous.This is a genuine opportunity to working for a leading name in the wealth planning sector offering a first class salary, bonus and benefits package.
Financial Planner - London - National Wealth Management Organisation - Hybrid working - Salary to £90,000 plus Bonus plus Benefits MBF are currently working with one of the UK's largest Wealth Management organisations who are looking to add an experienced Financial Planner to their team in London. The role: The role is focused on servicing existing the company's clients, mainly remotely via Video call or telephone, so there will be no buisness development targets. Average clients that this team work with will have around £250K AUM, although some do have considerably more. Advice varies from client to client but is typically centred around Pensions, Investments and Protection. Your targets will be centred around client retention and satisfaction, although you will also be tasked with looking for new buisness opportunities with the existing client base All clients are provided Requirements: Candidates should be experienced Financial Advisors, Level 4 Diploma qualified as a minimum You should have a good level of financial services knowledge, including with Pensions and Investments Excellent communication and relationship building skills On offer: Competitive basic salary of up to £90,000 plus company benefits and bonus Hybrid working - 3 days in office All clients provided - no business development targets allowing you to focus on providing a high quality service Progression opportunities in a growing team
Dec 19, 2022
Full time
Financial Planner - London - National Wealth Management Organisation - Hybrid working - Salary to £90,000 plus Bonus plus Benefits MBF are currently working with one of the UK's largest Wealth Management organisations who are looking to add an experienced Financial Planner to their team in London. The role: The role is focused on servicing existing the company's clients, mainly remotely via Video call or telephone, so there will be no buisness development targets. Average clients that this team work with will have around £250K AUM, although some do have considerably more. Advice varies from client to client but is typically centred around Pensions, Investments and Protection. Your targets will be centred around client retention and satisfaction, although you will also be tasked with looking for new buisness opportunities with the existing client base All clients are provided Requirements: Candidates should be experienced Financial Advisors, Level 4 Diploma qualified as a minimum You should have a good level of financial services knowledge, including with Pensions and Investments Excellent communication and relationship building skills On offer: Competitive basic salary of up to £90,000 plus company benefits and bonus Hybrid working - 3 days in office All clients provided - no business development targets allowing you to focus on providing a high quality service Progression opportunities in a growing team
Our client is an award-winning boutique wealth management business specialising in the development and implementation of financial planning, investment management and tax-efficient strategies for private clients, charities and trustees. It has assets under management in the range of £400 million and provides advisory services to over 600 clients. Their current requirement is a for a Chartered Financial Planner who will be offering client-facing regulated financial advice as part of the aforementioned wealth management service. Business development is currently managed by the CEO and the Director of Private Clients: clients will therefore initially be provided for this position. However, the individual will be encouraged over time to develop their own client base which will enhance their career development opportunities. The person appointed must demonstrate an ability to progress. It is of paramount importance that they be capable of integrating into a small specialist team. Candidate profile: Chartered Financial Planner with 5 years' client-facing experience with a competitor Qualified private client relationship managers (CF30) with financial planning aspirations could also be considered if they can demonstrate exceptional Skills: Excellent market knowledge and wealth-management acumen. First-class communication and presentation Social skills and cultural awareness for operating in a client A strong academic Ability to maintain existing professional connection network and to develop avenues of business - i.e., Ability to network and generate revenue. My client can provide a highly competitive salary plus a discretionary bonus which will include an element to reflect business development efforts. Company benefits include the opportunity to join the company pension scheme, income protection against long-term sickness, 25 days annual holiday and financial assistance in preparing for required professional examinations. Equity will become available after a qualifying period.
Dec 19, 2022
Full time
Our client is an award-winning boutique wealth management business specialising in the development and implementation of financial planning, investment management and tax-efficient strategies for private clients, charities and trustees. It has assets under management in the range of £400 million and provides advisory services to over 600 clients. Their current requirement is a for a Chartered Financial Planner who will be offering client-facing regulated financial advice as part of the aforementioned wealth management service. Business development is currently managed by the CEO and the Director of Private Clients: clients will therefore initially be provided for this position. However, the individual will be encouraged over time to develop their own client base which will enhance their career development opportunities. The person appointed must demonstrate an ability to progress. It is of paramount importance that they be capable of integrating into a small specialist team. Candidate profile: Chartered Financial Planner with 5 years' client-facing experience with a competitor Qualified private client relationship managers (CF30) with financial planning aspirations could also be considered if they can demonstrate exceptional Skills: Excellent market knowledge and wealth-management acumen. First-class communication and presentation Social skills and cultural awareness for operating in a client A strong academic Ability to maintain existing professional connection network and to develop avenues of business - i.e., Ability to network and generate revenue. My client can provide a highly competitive salary plus a discretionary bonus which will include an element to reflect business development efforts. Company benefits include the opportunity to join the company pension scheme, income protection against long-term sickness, 25 days annual holiday and financial assistance in preparing for required professional examinations. Equity will become available after a qualifying period.
Financial Planner - London, West End - FP division of an International Accountancy Practice - Salary to £80K plus Bonus and Benefits MBF are working on an exciting opportunity for an experienced Financial Planner to join the Financial Planning division of an International Accountancy Practice. This is a new vacancy in the West of London, working alongside your accountancy colleagues to deliver Financial Planning Services to their clients. The company have big plans for growth in the Financial Planning space and therefore there is huge potential within this role. The role: As a new position in the region, this is a fantastic opportunity to become an integral part of the business and help grow the Financial Planning division You will be working with new and existing clients; working with the Accountants to spot opportunities for new business and providing annual reviews You will work with clients to help them grow, protect and release their wealth as their lives develop and change Financial planning services include: Wealth management, Investments, Pensions, Personal protection, IHT mitigation, Retirement planning Requirements: Candidates must be experienced Financial Planners with a good knowledge of Pensions and Investments Minimum level 4 Diploma Qualified, those who have studied further qualifications will be at an advantage Previous success working alongside accountants or other professional introducers, either internally or externally Proven history of meeting targets and developing new business On offer: Competitive basic salary of up to £80,000 plus bonus and benefits Yr 1 target set at 2X Validation, 20% bonus thereafter (Yr 2 is 3X Validation, 4X thereafter) HNW Clients, leads and access to all accountancy clients. You will be the first Financial Planner in the region and therefore you will have the pick of the clients at this stage Potential for career progression. A chance to make a name for yourself at an International Accountancy Practice who employ thousands of staff across Europe
Dec 19, 2022
Full time
Financial Planner - London, West End - FP division of an International Accountancy Practice - Salary to £80K plus Bonus and Benefits MBF are working on an exciting opportunity for an experienced Financial Planner to join the Financial Planning division of an International Accountancy Practice. This is a new vacancy in the West of London, working alongside your accountancy colleagues to deliver Financial Planning Services to their clients. The company have big plans for growth in the Financial Planning space and therefore there is huge potential within this role. The role: As a new position in the region, this is a fantastic opportunity to become an integral part of the business and help grow the Financial Planning division You will be working with new and existing clients; working with the Accountants to spot opportunities for new business and providing annual reviews You will work with clients to help them grow, protect and release their wealth as their lives develop and change Financial planning services include: Wealth management, Investments, Pensions, Personal protection, IHT mitigation, Retirement planning Requirements: Candidates must be experienced Financial Planners with a good knowledge of Pensions and Investments Minimum level 4 Diploma Qualified, those who have studied further qualifications will be at an advantage Previous success working alongside accountants or other professional introducers, either internally or externally Proven history of meeting targets and developing new business On offer: Competitive basic salary of up to £80,000 plus bonus and benefits Yr 1 target set at 2X Validation, 20% bonus thereafter (Yr 2 is 3X Validation, 4X thereafter) HNW Clients, leads and access to all accountancy clients. You will be the first Financial Planner in the region and therefore you will have the pick of the clients at this stage Potential for career progression. A chance to make a name for yourself at an International Accountancy Practice who employ thousands of staff across Europe
A young DFM with upwards of £500M of client funds under management is on the lookout for an able Chartered Financial Planner with exceptional knowledge and enthusiasm to join their impressive team in London. The role is suitable for someone who will thrive in an entrepreneurial, professional and forward-looking environment and someone who will be willing to assist with the strategic growth of the company. You will work alongside a team of experienced Investment Managers with the ultimate aim of adding value to the existing client base and developing new business via industry connections and an established network with a view to eventually growing the wealth planning team further. This client looks after a diverse range of high-net-worth individuals and we have seen rapid growth from a start in September 2020 to close to £750 discretionary AUM at the start of 2022. Candidates will be qualified to Chartered status and will have a genuine desire to provide a high standard of advice and level of service to clients. You will be highly motivated with an entrepreneurial spirit. Detailed knowledge of Inheritance Tax Planning, Offshore advice and Pensions with a wealth of experience across different products and service types such as SIPP's & ISA's.A first class opportunity to work alongside likeminded individuals who are keen provide a first class service to their clients which is different to the corporate norm.
Dec 19, 2022
Full time
A young DFM with upwards of £500M of client funds under management is on the lookout for an able Chartered Financial Planner with exceptional knowledge and enthusiasm to join their impressive team in London. The role is suitable for someone who will thrive in an entrepreneurial, professional and forward-looking environment and someone who will be willing to assist with the strategic growth of the company. You will work alongside a team of experienced Investment Managers with the ultimate aim of adding value to the existing client base and developing new business via industry connections and an established network with a view to eventually growing the wealth planning team further. This client looks after a diverse range of high-net-worth individuals and we have seen rapid growth from a start in September 2020 to close to £750 discretionary AUM at the start of 2022. Candidates will be qualified to Chartered status and will have a genuine desire to provide a high standard of advice and level of service to clients. You will be highly motivated with an entrepreneurial spirit. Detailed knowledge of Inheritance Tax Planning, Offshore advice and Pensions with a wealth of experience across different products and service types such as SIPP's & ISA's.A first class opportunity to work alongside likeminded individuals who are keen provide a first class service to their clients which is different to the corporate norm.
The highly regarded Financial Planning arm of a prestigious Investment Manager is currently looking to hire a Senior Paraplanner.The company are one of the biggest names in market and as such attract UHNW individuals from across the country. Their financial planning offering has become a real focal point of their development over the past few years so they are looking to add to their existing technical support function. You will be responsible for researching funds and writing bespoke suitability reports for Financial Advisers.You will be involved in the client process, helping the Adviser to make suitable recommendations and sitting in on client review meetings. Therefore, you should have a string technical knowledge of pensions, inheritance tax including estate planning and trusts and financial protection.This role is ideally going to suit an individual who is comfortable working in a technical capacity for next 2-3 but there are longer term development opportunities. Candidates should have made progress towards Chartered status.My client can provide a highly competitive base salary along with exceptional benefits, annual discretionary bonus and a highly flexible working environment.
Dec 19, 2022
Full time
The highly regarded Financial Planning arm of a prestigious Investment Manager is currently looking to hire a Senior Paraplanner.The company are one of the biggest names in market and as such attract UHNW individuals from across the country. Their financial planning offering has become a real focal point of their development over the past few years so they are looking to add to their existing technical support function. You will be responsible for researching funds and writing bespoke suitability reports for Financial Advisers.You will be involved in the client process, helping the Adviser to make suitable recommendations and sitting in on client review meetings. Therefore, you should have a string technical knowledge of pensions, inheritance tax including estate planning and trusts and financial protection.This role is ideally going to suit an individual who is comfortable working in a technical capacity for next 2-3 but there are longer term development opportunities. Candidates should have made progress towards Chartered status.My client can provide a highly competitive base salary along with exceptional benefits, annual discretionary bonus and a highly flexible working environment.
MBF are currently working with one of the UK's most exciting Wealth Management organisations to recruit a Chartered Wealth Planner in London. The company work exclusively with UHNW private clients (£3M+) and family office clients (£75M+), with Planners often having to use all of their knowledge and resources to find complex Investment and tax planning solutions to suit their clients needs. The role: Working alongside the Client Partners (Private Bankers), you will be responsible for assessing the client's requirements and putting their financial plan into action. You will need to build strong client relationships from day 1, so potential candidates must have previous experience of dealing with UHNW clients In this role, due to the level of client, it is likely that you will come across scenarios that you will not have experienced before. Wealth Planners should be comfortable with 'new' and 'different' and should be ready to use all of their resources to find the right solutions. You'll be supported by an experienced Paraplanning and Administration team There will be no responsibility to bring in your own new client relationships, allowing you to focus on providing the very best service to the company's existing clients, ensuring that each client receives a comprehensive financial plan. Requirements: Candidates must be qualified as Chartered Financial Planners (Level 6) as a minimum requirement You should have experience of working with HNW individuals and should be comfortable working within this space You must have an excellent technical knowledge and should enjoy explaining and implementing complex ideas and solutions in a simple manner Progression within the firm is possible and candidates should be driven towards this, but mainly they should be motivated by doing a great job for the client On offer: Generous basic salary to £110,000, negotiable depending on experience and qualifications Equity and dividends Discretionary Bonus Great benefits including generous pension contribution, holiday allowance, PHI etc
Dec 19, 2022
Full time
MBF are currently working with one of the UK's most exciting Wealth Management organisations to recruit a Chartered Wealth Planner in London. The company work exclusively with UHNW private clients (£3M+) and family office clients (£75M+), with Planners often having to use all of their knowledge and resources to find complex Investment and tax planning solutions to suit their clients needs. The role: Working alongside the Client Partners (Private Bankers), you will be responsible for assessing the client's requirements and putting their financial plan into action. You will need to build strong client relationships from day 1, so potential candidates must have previous experience of dealing with UHNW clients In this role, due to the level of client, it is likely that you will come across scenarios that you will not have experienced before. Wealth Planners should be comfortable with 'new' and 'different' and should be ready to use all of their resources to find the right solutions. You'll be supported by an experienced Paraplanning and Administration team There will be no responsibility to bring in your own new client relationships, allowing you to focus on providing the very best service to the company's existing clients, ensuring that each client receives a comprehensive financial plan. Requirements: Candidates must be qualified as Chartered Financial Planners (Level 6) as a minimum requirement You should have experience of working with HNW individuals and should be comfortable working within this space You must have an excellent technical knowledge and should enjoy explaining and implementing complex ideas and solutions in a simple manner Progression within the firm is possible and candidates should be driven towards this, but mainly they should be motivated by doing a great job for the client On offer: Generous basic salary to £110,000, negotiable depending on experience and qualifications Equity and dividends Discretionary Bonus Great benefits including generous pension contribution, holiday allowance, PHI etc
Our client is a multi-award winning Chartered practice based on the Herts/Essex border. They work at the top end of the market with client average level of investable assets ranging from £3-25M they have an in-house Investment Manager and provide a full comprehensive financial planning service. Their focus for 2022 is on Family Wealth Management and their aim is to be the No 1 Family Wealth Manager in the London Cambridge corridor in the next ten years.Their current requirement is for an experienced Financial Planning Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity. A first class opportunity to work for a highly successful and well respected practice who can offer a first class and positive working environment along with highly competitive salary, bonus and generous benefits.
Dec 19, 2022
Full time
Our client is a multi-award winning Chartered practice based on the Herts/Essex border. They work at the top end of the market with client average level of investable assets ranging from £3-25M they have an in-house Investment Manager and provide a full comprehensive financial planning service. Their focus for 2022 is on Family Wealth Management and their aim is to be the No 1 Family Wealth Manager in the London Cambridge corridor in the next ten years.Their current requirement is for an experienced Financial Planning Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity. A first class opportunity to work for a highly successful and well respected practice who can offer a first class and positive working environment along with highly competitive salary, bonus and generous benefits.
We're working on a new & exciting opportunity with a highly regarded Wealth Management firm, who seek to recruit for a Wealth Administrator to join their London based team. Our client is a highly regarded business with over £20b in assets under management and offices in over ten countries including; Australia, Austria, Hong Kong, Ireland, Japan, Middle East, Singapore, Switzerland, Thailand and the UK. This well respected business are specialist Wealth Managers for UHNW clients who seek a fresh approach to investing. Our client is currently seeking to recruit for a role within their Wealth Management division. Candidates should have previous experience providing support to Financial Planners & Wealth Managers within a regulated environment. Core responsibilities within this role will include; Financial reconciliations including reporting to Administration Manager/Wealth Planners and Operations Manager. Client data input and client record maintenance. Maintaining a daily activity diary via Intelligent Office. Issue and follow up information requests to life /investment companies in writing and telephone. Issue LOA's to providers and request information. Summarise information into template format for Paraplanners to prepare recommendation reports. Client, life company and internal liaison with Investment Managers. Produce valuations from Figaro. Arrange stock transfers liaising with internal teams and external companies. Submit and process new business adhering to compliance requirements. Maintain Intelligent Office database including supervisor access, fund updates, template set up. General administration tasks including logging post, scanning, printing, archiving. Package on this role will be a base salary of £30-38,000 depending on skills & experience, Annual Discretionary Bonus & Exceptional Benefits.
Dec 19, 2022
Full time
We're working on a new & exciting opportunity with a highly regarded Wealth Management firm, who seek to recruit for a Wealth Administrator to join their London based team. Our client is a highly regarded business with over £20b in assets under management and offices in over ten countries including; Australia, Austria, Hong Kong, Ireland, Japan, Middle East, Singapore, Switzerland, Thailand and the UK. This well respected business are specialist Wealth Managers for UHNW clients who seek a fresh approach to investing. Our client is currently seeking to recruit for a role within their Wealth Management division. Candidates should have previous experience providing support to Financial Planners & Wealth Managers within a regulated environment. Core responsibilities within this role will include; Financial reconciliations including reporting to Administration Manager/Wealth Planners and Operations Manager. Client data input and client record maintenance. Maintaining a daily activity diary via Intelligent Office. Issue and follow up information requests to life /investment companies in writing and telephone. Issue LOA's to providers and request information. Summarise information into template format for Paraplanners to prepare recommendation reports. Client, life company and internal liaison with Investment Managers. Produce valuations from Figaro. Arrange stock transfers liaising with internal teams and external companies. Submit and process new business adhering to compliance requirements. Maintain Intelligent Office database including supervisor access, fund updates, template set up. General administration tasks including logging post, scanning, printing, archiving. Package on this role will be a base salary of £30-38,000 depending on skills & experience, Annual Discretionary Bonus & Exceptional Benefits.
Our client a highly successful IFA based in Rayleigh, Essex are now seeking an experienced Paraplanner to provide assistance to their Senior Financial Planners in achieving new business targets through researching and preparing client literature. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered. Due to the Clients specific requirements candidates should have previous or present active report writing/paraplanning skills within an IFA. Candidates will ideally have attained DipPFS but those working towards will also be considered.You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career.
Dec 19, 2022
Full time
Our client a highly successful IFA based in Rayleigh, Essex are now seeking an experienced Paraplanner to provide assistance to their Senior Financial Planners in achieving new business targets through researching and preparing client literature. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered. Due to the Clients specific requirements candidates should have previous or present active report writing/paraplanning skills within an IFA. Candidates will ideally have attained DipPFS but those working towards will also be considered.You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career.
Mbf are working with a very successful Chartered Financial Planning practice who are seeking to recruit an experienced Financial Adviser. The business provides holistic advice to HNW & UHNW clients across Cardiff and South Wales - they only work with clients with upwards of £500K AUM and the average client portfolio is £5M. This is a medium sized business with circa 20 members of staff. The Financial Planning Director is nearing retirement age and therefore the client is looking to recruit a new Financial Adviser to take on their clients and eventually move into the Financial Planning Director position. Upon joining you will be provided a proportion of clients from the FP Director; you will be gradually passed more and more clients as they retire. You will not need to bring any clients across - the business has a specific proposition and more than enough clients & leads. The client is looking to recruit an experienced/professional Financial Adviser who has proven experience within a similar role. You MUST be Level 4 qualified and any additional exams towards Chartered would be an advantage. We are looking for a Financial Adviser who is keen to progress their career within the industry and within the next few years move into a Financial Planning Director position. The client is flexible on basic salary and overall package - they are looking for an individual who will continue to drive the business now and in the future.
Dec 16, 2022
Full time
Mbf are working with a very successful Chartered Financial Planning practice who are seeking to recruit an experienced Financial Adviser. The business provides holistic advice to HNW & UHNW clients across Cardiff and South Wales - they only work with clients with upwards of £500K AUM and the average client portfolio is £5M. This is a medium sized business with circa 20 members of staff. The Financial Planning Director is nearing retirement age and therefore the client is looking to recruit a new Financial Adviser to take on their clients and eventually move into the Financial Planning Director position. Upon joining you will be provided a proportion of clients from the FP Director; you will be gradually passed more and more clients as they retire. You will not need to bring any clients across - the business has a specific proposition and more than enough clients & leads. The client is looking to recruit an experienced/professional Financial Adviser who has proven experience within a similar role. You MUST be Level 4 qualified and any additional exams towards Chartered would be an advantage. We are looking for a Financial Adviser who is keen to progress their career within the industry and within the next few years move into a Financial Planning Director position. The client is flexible on basic salary and overall package - they are looking for an individual who will continue to drive the business now and in the future.
Compliance Monitoring Officer - Advice Quality - 100% flexible - Home Based working available if desired - to £50,000 plus Benefits Our client a National Wealth & Investment Management Organisation, are currently looking to hire an Advice Quality Officer to their busy team. The role: The purpose of the Advice Quality Officer is to conduct pre-approval and post sale File Reviews checks on advice given by their Financial Planners. Business varies from Investments, Pensions, IHT, Protection etc. You will also have to provide feedback to Advisors and Paraplanners based on your findings, working closely with them to resolve any issues Requirements: Candidates MUST be level 4 Diploma qualified as a minimum - those with advanced qualifications such as AF3 or AF7 would have an advantage Previous experience of working within a Financial Planning environment is ESSENTIAL Alongside experienced File Reviewers, the company would invite applications from candidates with different backgrounds; for example Paraplanners, Financial Advisors etc looking to use their experience in a different way On offer Generous salary of up to £50,000 plus company benefits and bonus Completely flexible working - work from home, the local office or a mix of both Flexible working hours Study support and progression opportunities
Dec 15, 2022
Full time
Compliance Monitoring Officer - Advice Quality - 100% flexible - Home Based working available if desired - to £50,000 plus Benefits Our client a National Wealth & Investment Management Organisation, are currently looking to hire an Advice Quality Officer to their busy team. The role: The purpose of the Advice Quality Officer is to conduct pre-approval and post sale File Reviews checks on advice given by their Financial Planners. Business varies from Investments, Pensions, IHT, Protection etc. You will also have to provide feedback to Advisors and Paraplanners based on your findings, working closely with them to resolve any issues Requirements: Candidates MUST be level 4 Diploma qualified as a minimum - those with advanced qualifications such as AF3 or AF7 would have an advantage Previous experience of working within a Financial Planning environment is ESSENTIAL Alongside experienced File Reviewers, the company would invite applications from candidates with different backgrounds; for example Paraplanners, Financial Advisors etc looking to use their experience in a different way On offer Generous salary of up to £50,000 plus company benefits and bonus Completely flexible working - work from home, the local office or a mix of both Flexible working hours Study support and progression opportunities
IFA Administrator - Oswestry - Salary negotiable, up to around £25K plus benefits and bonus MB Fitzgerald Recruitment are currently working on a Financial Planning Administrator vacancy working for a Oswestry based firm of Financial Advisers. This company is a very exciting place to work, with highly qualified and experienced staff. They specialise in providing financial advice to UHNW private clients in the areas of Pensions, Investments, Tax Planning and Protection. The role: They are currently looking for an Administrator to join the team. The role will be varied and interesting, working closely with 2 Financial Advisor's who you will be directly supporting It will require strong organisational skills, managing the client relationship management system and updating client files and information Writing Letters of Authority Liaising with clients Obtaining policy information from clients Requirements: First and foremost, we are keen to find someone with the right attitude and personality. This is a small, closely knit team who really enjoy working for the company. It is essential to find someone with a keen interest in financial services who is willing to pitch in and help where necessary We are ideally looking for someone with experience in a similar role within financial planning, although other financial services backgrounds will be considered Candidates should have an excellent attitude towards work, ready to try their hand at any task whether it is something challenging and mentally stimulating or just data entry that the company needs done. This attitude has served existing staff well and if you work hard and do what they say then it's proven that you'll be rewarded. On offer: Annual salary would be between £20-25K, depending on experience. Company benefits Exam support and progression is available for those that work hard - candidates must enjoy administration and should be happy in this role until the company is ready for them to progress
Dec 15, 2022
Full time
IFA Administrator - Oswestry - Salary negotiable, up to around £25K plus benefits and bonus MB Fitzgerald Recruitment are currently working on a Financial Planning Administrator vacancy working for a Oswestry based firm of Financial Advisers. This company is a very exciting place to work, with highly qualified and experienced staff. They specialise in providing financial advice to UHNW private clients in the areas of Pensions, Investments, Tax Planning and Protection. The role: They are currently looking for an Administrator to join the team. The role will be varied and interesting, working closely with 2 Financial Advisor's who you will be directly supporting It will require strong organisational skills, managing the client relationship management system and updating client files and information Writing Letters of Authority Liaising with clients Obtaining policy information from clients Requirements: First and foremost, we are keen to find someone with the right attitude and personality. This is a small, closely knit team who really enjoy working for the company. It is essential to find someone with a keen interest in financial services who is willing to pitch in and help where necessary We are ideally looking for someone with experience in a similar role within financial planning, although other financial services backgrounds will be considered Candidates should have an excellent attitude towards work, ready to try their hand at any task whether it is something challenging and mentally stimulating or just data entry that the company needs done. This attitude has served existing staff well and if you work hard and do what they say then it's proven that you'll be rewarded. On offer: Annual salary would be between £20-25K, depending on experience. Company benefits Exam support and progression is available for those that work hard - candidates must enjoy administration and should be happy in this role until the company is ready for them to progress
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their South West/Bristol team. The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone. You will be provided with all the clients you need and will be passed ongoing leads - there will be no business development targets. The company will provide you with a well-established client base that is already generating strong recurring income, and new clients will be generated through company-sourced lead generation. The average client has around £250k AUM, however some clients have considerably more. The advice varies but is focused around pensions, investments & protection. To be considered you should have previous experience within a similar role, you MUST be Level 4 qualified to be considered. This role may suit a Financial Adviser who is keen to continue providing high levels of advice but doesn't want business development targets or the additional travel usually involved. The client is offering a basic salary to £60,000 + bonuses and excellent company benefits.
Dec 15, 2022
Full time
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their South West/Bristol team. The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone. You will be provided with all the clients you need and will be passed ongoing leads - there will be no business development targets. The company will provide you with a well-established client base that is already generating strong recurring income, and new clients will be generated through company-sourced lead generation. The average client has around £250k AUM, however some clients have considerably more. The advice varies but is focused around pensions, investments & protection. To be considered you should have previous experience within a similar role, you MUST be Level 4 qualified to be considered. This role may suit a Financial Adviser who is keen to continue providing high levels of advice but doesn't want business development targets or the additional travel usually involved. The client is offering a basic salary to £60,000 + bonuses and excellent company benefits.
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their Cardiff based team. The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone. You will be provided with all the clients you need and will be passed ongoing leads - there will be no business development targets. The company will provide you with a well-established client base that is already generating strong recurring income, and new clients will be generated through company-sourced lead generation. The average client has around £250k AUM, however some clients have considerably more. The advice varies but is focused around pensions, investments & protection. To be considered you should have previous experience within a similar role, you MUST be Level 4 qualified to be considered. This role may suit a Financial Adviser who is keen to continue providing high levels of advice but doesn't want business development targets or the additional travel usually involved. The client is offering a basic salary to £60,000 + bonuses and excellent company benefits.
Dec 15, 2022
Full time
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their Cardiff based team. The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone. You will be provided with all the clients you need and will be passed ongoing leads - there will be no business development targets. The company will provide you with a well-established client base that is already generating strong recurring income, and new clients will be generated through company-sourced lead generation. The average client has around £250k AUM, however some clients have considerably more. The advice varies but is focused around pensions, investments & protection. To be considered you should have previous experience within a similar role, you MUST be Level 4 qualified to be considered. This role may suit a Financial Adviser who is keen to continue providing high levels of advice but doesn't want business development targets or the additional travel usually involved. The client is offering a basic salary to £60,000 + bonuses and excellent company benefits.
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their South West/Bristol team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support. You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner. You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. They have a clear and defined progression structure to allow you the opportunity to move into face-to-face advice in the future if you desired. Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
Dec 15, 2022
Full time
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their South West/Bristol team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support. You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner. You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. They have a clear and defined progression structure to allow you the opportunity to move into face-to-face advice in the future if you desired. Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
Trainee Financial Planner - Edinburgh - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress. Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in Edinburgh The role: This exceptional opportunity is a chance for an aspiring Financial Advisor to role while being given on the job training and advice; helping with the company's existing clients by providing a first class service, conducting annual reviews and learning to spot new business opportunities You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner The service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. A typical client for this team will have approximately £250K FUM with the company Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
Dec 15, 2022
Full time
Trainee Financial Planner - Edinburgh - Salary negotiable, up to £40,000 plus Bonus and Benefits - Genuine opportunity to progress. Our client, one of the UK's biggest and most recognisable Wealth Management Organisations, is currently searching for a Trainee Financial Planner in Edinburgh The role: This exceptional opportunity is a chance for an aspiring Financial Advisor to role while being given on the job training and advice; helping with the company's existing clients by providing a first class service, conducting annual reviews and learning to spot new business opportunities You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner The service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. A typical client for this team will have approximately £250K FUM with the company Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their Cardiff team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support. You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner. You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. They have a clear and defined progression structure to allow you the opportunity to move into face-to-face advice in the future if you desired. Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
Dec 15, 2022
Full time
One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit a Trainee Financial Planner to join their Cardiff team. This is an exceptional opportunity for an aspiring Financial Adviser who is looking to join a forward thinking, market leader who will provide you with first class training & support. You'll start as a Trainee but will be tasked with progressing to CAS within 6-12 months with the assistance and guidance of the Managing Partner. You will be joining the growing 'desk based' advice team, the service provided to clients is a full comprehensive financial planning service, although mainly provided remotely due to efficiency of the service. They have a clear and defined progression structure to allow you the opportunity to move into face-to-face advice in the future if you desired. Requirements: Candidates MUST be Diploma qualified as a minimum. You must have experience within financial services, ideally working within an Advisory role (such as a Mortgage or Protection Advisor) although the company are willing to consider people with relevant skills and qualifications from different backgrounds, such as Paraplanners who can demonstrate client facing or business development skills You must have a very strong technical knowledge of all financial services products Personality is key! We're looking for a driven, motivated individual who has the potential to become one of the company's top performers. Candidates should have excellent people skills and should be able to prove that they are highly resilient, hard-working and have the ability to quickly form strong relationships On offer: A genuine opportunity to progress at one of the UK's leading Wealth Management organisations A chance to learn from the best! A generous basic salary, negotiable depending on experience and qualifications, up to £40,000 plus company benefits and discretionary bonus. Salary will naturally increase with experience and you can expect earnings of up to £50,000 once you are signed off as a full Financial Planner Full support towards any further qualifications Hybrid working after initial training period
