financial planner

NJR Recruitment

Financial Planner Coventry - Travel to clients' homes/business premises or to other SJP locations Salary £40000 - £60000 Client Bank available Hybrid/ Remote working NJR are currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Financial Planner to join their highly successful practice. The purpose of the role will be to work with people and/or businesses to identify their financial objectives and map out a financial plan to achieve them. The adviser will deliver exceptional client service to an established client bank as well as bringing new clients from networking sources to the business. A full support team will be provided to ensure client appointments; meeting preparation and business submission are handled with the assistance of the Adviser (This is dependent on level and experience). The business has built up an extensive Client base consisting of high-net-worth individuals, you will need to have a track record of providing Financial Advice to Clients to be considered, Responsibilities: • Contacting existing and potential clients to offer financial planning services. • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims. • Research and analysing information with which to design financial strategies and prepare proposals to best suit individual clients' requirements. • Completing analyses of clients' attitude to risk in accordance with their financial planning decisions. • Reviewing and responding to clients' changing needs and financial circumstances. • Providing clients with information on new and existing products and services. • Communicating with other relevant professionals in relation to clients' circumstances. • Keeping up to date with legal, taxation and regulatory legislation as appropriate and maintaining professional and technical knowledge of St. James's Place products and services. • Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans. • Meeting the regulatory aspects of the role. • Participating in monthly marketing meetings and strategies for business development. Knowledge and experience: • Level 4 qualified • Competent Adviser Status (CAS) • Previous advice experience required • Use of Financial Analytics, Voyant and other software • Excellent communication, interpersonal and listening skills. • Ability to explain complex information simply and clearly. • Ability to network and quickly establish trusted client relationships. • Research and analytical skills. • Exceptional client servicing skills. • Ability to work in a team. • Self-motivated with good time management skills. • Highly organised - maintaining client records, technical and compliance requirements. • Good level of numeracy and IT skills. • Flexible approach to work. • Sound decision-making skills. • Discretion and an understanding of the need for client confidentiality. • Committed to continuous technical and professional development, ensuring that knowledge and skills remain current • Ethical and professional approach to work. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15884

Financial Planner

IDEX Consulting Ltd

I'm partnered with a prestigious professional services organisation, specialising in financial planning, accounting, tax, audit, advisory, and business services across the UK. We are seeking an experienced Financial Planner to join their growing team in the Guildford area. This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with a strong focus on long-term relationships. Having experienced impressive growth over the past year, they have ambitious plans for continued expansion in the coming months. This is a remarkable opportunity to work with a market-leading accountancy business while enjoying incredible earning potential. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. You will also be able to demonstrate success within developing and nurturing internal referral relationships. Key Requirements: <ul> <li>Chartered status (or close to)</li><li>Proven experience in delivering regulated financial advice holding CAS/SPS</li><li>Confident in managing HNW clients and navigating intricate casework</li><li>Able to influence internal stakeholders and colleagues</li><li>Passionate, proactive, and self-motivated</li></ul> What's on Offer: <ul> <li>Highly attractive commission structure</li><li>Equity opportunities within the firm</li><li>Flexible, hybrid working arrangements</li><li>A ready made portfolio of potential clients from the professional services arm of the organisation</li></ul> The successful candidate should be based in the Guildford / Surrey area and be able to spend a certain portion of the week within the office the nurture the internal relationships but the role is flexible/hybrid If this opportunity aligns with your aspirations please reach out in confidence to . Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Wallace Bates Limited

Our client is a national financial services provider currently undergoing a restructure and seeking an Idependent Financial Adviser in Bristol. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank. The role is primarily home-based, with office attendance required once a week, potentially more during the initial period.Applicants should possess a full Financial Services Diploma Level 4 and require some relevant experience as a Financial Adviser, IFA, or Bancassurance Adviser within the Financial Services sector. This position provides comprehensive Paraplanning and Administration support, a basic salary, performance-related bonus, and benefits package.

Independent Financial Planner

Synchronicity Group

Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Southampton office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity. You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible. This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.

Financial Planner - Director/Partner

Synchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Exeter office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a clear progression path and a route to equity. You will have 4+ years financial planning experience and either a likely client following of at least £30mAUM, post restrictive covenants, or established introducer relationships that you can bring with you. There are already many new business avenues in place for you to benefit from also, as well as full paraplanning, admin and marketing support. This role can be offered at Associate Director, Director, or Partner level. There is no man-management responsibilities, but the opportunity to lead a team in the future as a player/manager is definitely possible. This role is offered on a hybrid basis with typically 3 days a week in the office. Salary advertised is a guide of the base, there is a bonus scheme and a good benefits package on top. For someone with a good client bank to bring, they will also offer a bespoke package linked to assets transferred in the first few years which can be very lucrative.

Nexus Insurance Brokers LLC

The job involves helping prospective clients to manage their money by understanding their needs, financial goals and long term objectives. We extend our services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. This incorporates structuring and planning to help them grow their wealth, preserving and protecting wealth. The job brings together estate planning, succession planning, insurance planning, tax planning, children education planning and retirement planning. This will be followed by developing personalized financial plans tailor made as per the the client&#x27;s needs, goals and objectives. Specializing in both personal financial planning and general insurance.

Independent Financial Planner / Wealth Manager / Insurance Advisor

mbf.

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 one a month for team meetings etc.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.Responsibilities will include;<ul><li>Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions</li><li>Carry out any necessary technical research</li><li>Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome</li><li>Work with the financial planner to ensure the correct client outcome is achieved</li><li>Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc</li><li>Support the financial planner with tech</li></ul>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.The package details;<ul><li>Salary to £52,000</li><li>Annual discretionary bonus</li><li>Excellent Pension</li><li>Group Life Assurance</li><li>Group Income Protection</li><li>Private Medical Insurance</li><li>Employee Assistant Programme</li><li>Generous Holiday Allowance</li><li>Flexibens Package</li></ul>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.

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Financial Planner

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Financial Planner - Director/Partner

Financial Planner - Director/Partner

Independent Financial Planner / Wealth Manager / Insurance Advisor

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