Heat Recruitment have the following opportunities for financial advice professionals. For more details of these and hundreds of other vacancies too call Bristol 0117 922 1771, London 020 3207 9075 or visit their website, www.heatrecruitment.co.uk
Financial Planner £80,000.00 – Leatherhead, Surrey
Our client is a bespoke firm of independent financial planners, based in the heart of Surrey. They are looking to expand by adding a new financial planner to the team. Their main focus is on HNW business, with an average client investment of circa £500,000 and a constant stream of leads via referral from the work they are already producing, giving them one of the best names in the field.
This is an excellent opportunity for an adviser with a professional and level-headed approach to come in and help take on a number of the company’s clients moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA with a strong book of business, or a newly qualified adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing clients, with all your leads provided via referrals and professional introducers, with a highly rewarding salary and benefits package
What’s needed for me to be considered?
- Have previous experience within an IFA / Financial Planning Practice
- Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
- Previous experience dealing with High Net Worth clients desirable but not essential
- A strong understanding of pensions and investment products advantageous
Senior Paraplanner £40,000.00 – Nottingham
In the heart of Nottingham this client is a well-established firm – a UK authorised bank – which manages over €60 billion (as at 1 January 2017).
- Are you looking to expand your knowledge by working for a company who will provide training to become a financial adviser?
- This role offers a fantastic experience as senior paraplanner to work alongside one of the most senior directors of the firm including the managing director, providing support,and helping them meet their clients’ needs,
What’s needed to be considered:
- Level 4 Diploma qualified
- Experience as a paraplanner
- Understanding of the financial planning process
- Able to have a good understanding of the financial planning profession
- Positive attitude and able to work well within a team.
Paraplanner £35,000.00 – Tyne and Wear
Are you an experienced Paraplanner looking for change? Do you have the important experience of working in an IFA environment writing bespoke suitability reports and liaising with clients and providers?
If this is you, then on offer is a great position within a highly reputable IFA firm. You will be rewarded with a healthy salary and receive more benefits on top.
We are looking for someone that is ideally Diploma qualified and has good wealth of industry experience.
You could be a Paraplanner looking for more of senior role within a company or an existing senior paraplanner looking for a new environment. Either way, you will be a key part and a valued member of the team, working alongside the business top performing financial adviser.
Duties & Responsibilities:
- Ensure that procedures followed by the company are compliant and follow the guidelines set out by the FCA Process and deliver suitability reports for IFAs
- Provide recommendations to clients on investments, pensions and mortgages based on your own research and to be able to support these recommendations with a coherent explanation.
- Work effectively autonomously or as part of a team
- Respond efficiently and effectively to requests from company advisers and management
- Assist in analytic work, including cash flow forecasting and investment analysis
- Use of financial planning software tools
- Develop productive working relationships with colleagues and clients
Skills:
- Previous experience within an IFA practice environment
- Ideally you will be Diploma Qualified in Financial Planning or will have made significant progress towards this qualification
- Good technical knowledge of pensions, investments and mortgages
- Knowledge and practical experience in the application of the rules of the FCA
Paraplanner £30,000.00 – STOURBRIDGE, Worcestershire
This is an opportunity for an experienced paraplanner to join a fantastic firm which focuses on providing a high quality financial planning and investment management service.
During a period of key expansion, our client is looking for an experienced paraplanner to support the successful financial planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working in a strong, team-focused environment where you can develop your career.
What’s needed to be considered?
- Level 4 Diploma qualified or working towards this
- Previous experience within a fast-paced IFA practice
- High level of analytical capability and good communication skills
Paraplanner £35,000.00 – MILTON KEYNES, Buckinghamshire
Our client is a bespoke, well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.
They embrace the use of new technology and have a well-qualified support team assisting the advisers to make the best decisions for their clients.
They provide tailored financial planning advice and really go the extra mile to provide a personalised service.
- This is a fantastic position for an experienced paraplanner to join a growing firm that can offer genuine career development by allowing you to be a key part in the firm’s ongoing successes.
- You will part of a technical team and be actively involved in the back-office process as a key member. The ideal candidate will want to have autonomy within the role and work closely with a team of experienced financial advisers.
What’s needed for me to be considered?
- Qualified or working towards level 4 diploma is an advantage
- Previous experience within an IFA practice and paraplanning is essential
- FCA understanding of regulations and products, and their practical application
- Effective communication, both written and verbal
- Have a professional, proactive and positive attitude
Paraplanner £45,000.00 – London NE1
We are currently recruiting for an experienced paraplanner in London on behalf of a Leading independent financial services firm.
Ideally you will have Level 4 Diploma status or be working towards this. You will be responsible for in-depth technical report writing and assisting a team of experienced IFAs within the practice.
Duties and Responsibilities:
- Process and deliver complex suitability reports for advisers
- Provide recommendations to clients on investments, pensions and protection policies based on your own research and to be able to support these recommendations with a coherent explanation
- Work effectively, autonomously or as part of a team
- Respond efficiently and effectively to requests from company advisers and management
- Assist in analytic work, including cash flow forecasting and investment analysis
- Use of financial planning software tools
- Develop productive working relationships with colleagues and clients
Skills:
- Previous experience within an IFA practice environment
- Ideally you will have Diploma status or will have made significant progress towards this qualification
- Excellent technical knowledge of pensions, investments and protection policies
- Knowledge and practical experience in the application of the rules of the FCA
- Strengths in dealing with complex investments is a must
Paraplanner/Trainee IFA £50,000.00 – London EC4
The firm is one of the top providers of financial planning advice to legal professionals and Barristers in London and growing at an impressive rate. They pride themselves on providing bespoke, tailored advice and providing a service of the highest quality.
They are directly regulated and independent and on their way to attaining Chartered status as a firm. They also have strong connections with both legal and accountancy firms in the City and have a superb reputation.
The firm offer an excellent benefits package including competitive salaries, pension and excellent bonuses which reward high quality staff performance as well as being supplied with the tools to develop yourself and your knowledge even further.
- A fantastic opportunity for an experienced, paraplanning professional to join a growing business. You will be given a development plan which will be overseen by the technical manager at the firm to assist you with progressing from a paraplanner into a Chartered Financial Planner and an IFA for the firm.
- You will have autonomy when paraplanning to make key decisions and will regularly be involved in client meetings and technical discussions with HNW clientele.
- Ideally you will have a strong track record of paraplanning and have experience of writing bespoke suitability reports as well as being able to demonstrate clear reasoning for your recommendations.
What’s needed for me to be considered?
- Experience of providing technical support within an IFA environment
- Level 4 diploma qualified and ideally working towards chartered status.
- Have had extensive experience of Avelo, Excel, FE Analytics and cashflow modelling
- Experience of being involved in an investment committee would be advantageous.
Senior Administrator/Office Manager £30,000.00 – Chester
This well established and highly reputable IFA practice has built its reputation in the industry by providing tailored and comprehensive financial planning solutions to a range of clientele. Its success is down to the knowledge of some of the countries most experienced advisers who collectively provide advice across four key areas of the financial services industry.
By bringing together financial advisers who are specialists in private client services, wealth management, specialist pensions and employee benefits they can offer full financial planning solutions to a wide range of clients regardless of geographical location.
Due to continued growth, this company is now looking to bring an experienced IFA administrator into the business to support several highly experienced advisers and their HNW clients. You will be a vital member of the team from day one and will be involved with full sales support and technical administration duties for the advisers. This role will be based at a new office for the firm and long term it offers progression opportunities as the company grows.
What’s needed for me to be considered?
Previous experience of IFA administration within an IFA practice
Evidence of supporting advisers and servicing HNW clients
Level 4 Diploma or progress towards this
Technical knowledge of financial services sector and products
IFA Administrator – £22,000.00 PRESTON, Lancashire
A fantastic opportunity with a successful and reputable IFA firm, for an administrator to join their team. The role includes giving administrative support to the advisers, management of client business with information being updated, arranging meetings and being first point of call for any queries the client may have.
They are looking for a motivated and committed individual who has worked in a similar role within an IFA or similar organisation. You will be amongst a supportive and friendly atmospheric environment with a group of highly professional and encouraging individuals.
Skills:
- Previous experience of working in a similar role within financial services.
- Experience of using MS Office: Excel, Word & Outlook.
- Excellent communication skills, both written and verbal.
- Good telephone manner.
- Strong attention to detail and excellent organisational skills.
- Confident using a range of IT packages.
- Happy to work in a team.
- Ability to work in a fast-paced environment and be adaptable to change.
Responsibilities:
- Using a variety of software packages, such as Microsoft Word, Outlook, Powerpoint, Excel, Access, Finplan, Assureweb, O&M Systems etc., to produce correspondence and documents and maintain presentations, records, spreadsheets and databases
- Devising and maintaining office systems and processes
- Obtaining quotes for life, mortgage and investment business
- Attending meetings and keeping notes
- Liaising with staff in other departments and with external contacts
- Maintaining stationery and equipment
- Sorting and distributing incoming post and organising and sending outgoing post
- Organising and storing/scanning paperwork, photocopying and printing documents and other computer-based information
Personal Client Portfolio Assistant £24,000.00 – West Midlands, Solihull
Are you looking for an opportunity to join a well-established and highly regarded wealth management firm that provides a supportive working atmosphere as well as future progression opportunities? This company offers a generous package as well as support to gain industry recognized qualifications.
This position will have you supporting a number of financial advisers with their HNW clientele as well as providing sales support for existing and new clients. You will benefit from working closely with a variety of highly successful advisers as well as a Senior Portfolio Assistant and will be given every opportunity to progress your career in future.
This firm has been offering a broad range of services to help clients manage their wealth and financial goals for over 10 years, and is supported by a number of highly qualified financial services professionals.
Responsibilities:
- Recording and updating client documentation to the CRM system
- Arranging appointments and diary management of advisers
- Preparing meeting packs for client appointments and ongoing client communication
- Assisting advisers with valuations and fact finding
- Administration of incoming and outgoing communications with clients
- General ad-hoc administration duties within the business
Requirements:
- Previous experience of working within a financial services firm
- Experience of providing sales support to financial advisers or wealth managers
- Evidence of providing sales support and administration to client portfolios
- Strong communication, organisation and relationship building skills
- Level 4 diploma or working towards this (desirable)
And also…
If these specific vacancies are not exactly what you are looking for, please contact Heat Recruitment directly to discuss other opportunities they may be recruiting for that aren’t necessarily advertised. Additionally, refer a friend or colleague to Heat and receive £200 in vouchers if they assist them in securing a new career.
