First Look - 11/11/2024

Here with this week's First Look at our freshest financial services talent AND live vacancies!

But don't think it stops with the below! We have a host of live roles in all areas of the UK.

We also spend 5 days a week speaking to fantastic financial services professionals who are either passively or actively looking for their new venture ??

If any of the below matches your interest, or you'd like to learn more about your area, please feel free to get in touch today. Emily Dalton will point you in the direction of the correct consultant for your needs ??

Vacancies below and candidates below that!

Vacancies

Financial Adviser - Bristol

• Starting Salary: ￡50,000 + Quarterly Bonuses
• Pre-established Client Bank: ￡120k in ongoing fees
• Flexible Work Environment: Home-based setup
• Comprehensive Benefits: Pension contribution, private medical insurance, DIS
• Career Growth Support: Continuous study and exam assistance

Paraplanner - London

• Salary up to ￡55k

• Support a single adviser and manage HNW clients
• Full end-to-end paraplanning process
• Open to candidates with part or full Diploma qualifications
• Benefits include DIS, EAP, life assurance, pension, and more

Paraplanner – London

• Salary up to ￡60k
• Focus on suitability report writing with collaboration from sales support
• 28 days holiday plus bank holidays and enhanced parental leave
• Health cash plan?included
• Level 4 qualification required

Senior Paraplanner – London

• Salary up to ￡70k
• Client-facing role with emphasis on ongoing business and technical paraplanning
• Requires 5+ years of experience & full diploma
• Extensive benefits, including holidays and health care support

Junior Paraplanner - Cheshire

• Salary from ￡30,000 - ￡35,000 (negotiable dependent on experience)????????????????????????
• Full exam and study support
• Flexible working hours
• Bonus scheme twice a year
• 30 days holiday + bank holidays.
• Up to 10% pension contribution
• Gym membership

Paraplanner - Liverpool

• 25 days annual leave plus bank holidays
• Salary up to ￡45,000 + Discretionary bonus
• Hybrid working
• Death in service
• Company pension
• Long-term career progression
• Opportunity to get involved with investments

Financial Planning Administrator - Cheshire????

• Salary from ￡25,000 - ￡35,000 (negotiable dependent on experience)????????????????????????
• Full exam and study support
• Flexible working hours
• Bonus scheme twice a year
• 30 days holiday + bank holidays.
• Up to 10% pension contribution
• Gym membership???????????????????????

Technical Manager - Lichfield

• Salary Up to ￡65,000 (negotiable dependent on skill-set and qualifications)
• Pension scheme
• Flexible working (if required)
• 25 days holiday plus bank holidays
• Fantastic work culture
• Death in Service
• Ongoing career professional development
• Unique and varied opportunity

Paraplanner -? Bishop’s Stortford, Hertfordshire

• Salary - ￡45k+
• Modern office
• Established 15yrs
• Respected in the area
• Close nit and friendly team
• Open to develop the right person in the future
• Support provided

Financial Advice Role - Nottinghamshire / Lincolnshire

• Fully remote role
• Role with a servicing focus
• Continued career growth opportunities
• Opportunity to work in one of the UK's largest, Chartered financial planning firms

Administrator - Eastbourne

• 25 days holiday
• Salary up to ￡30,000
• Full training/development given
• Mainly office based
• Generous pension scheme
• Life assurance
• Income protection

Candidates

Chartered Financial Planner – Lancashire

• 4 years Financial Advice (IFA)
• 6 years paraplanning experience
• All areas of financial advice
• Referrals / Networking / BD
• Seeking ￡50k+ Salary + Bonuses

Senior Protection Supervisor - Manchester

• 9 years experience
• Proven track record of exceeding targets

Financial Adviser - Gloucestershire

• Open to both self-employed and employed positions
• Clients to bring with him
• Previous background in business development - comfortable with prospecting
• Looking to join a collaborative team

Paraplanner/ Office Manager?

• 8 years experience working within the wealth management industry
• Currently undertaking Level 4 Diploma
• Experience providing technical support and paraplanning
• Senior IFA Administration experience
• Quotations, illustrations, processing new business
• Managed a wealth management firm office

Financial Adviser, Plymouth

• Highly experienced
• Available quickly
• Strong new business/ongoing relationship skills
• Highly motivated to succeed within new firm
• Seeking ￡55,000+

Financial Adviser - Aylesbury

• Available from December
• Helps to manage a large client base with circa ￡100mil AUM
• 5+ years experience
• Seeking between ￡55-60k base salary

Paraplanner - Manchester

• 5 + years of wealth management experience
• Full Paraplanning experience
• Bespoke suitability report writing
• Utilising various software including FE Analytics

Chartered Financial Adviser - Watford

• Advising since 2002
• Client-centric adviser that guides clients through complex financial decisions
• Good at building trust and retaining clients
• Looking after 220 clients with c. ￡50m AUM
• Been in current role for over 10 years and has added about 25 clients each year with liquid assets of roughly ￡250k-￡1m
• Business is Investments, Inheritance Tax Planning and Pension Transfers

Interest?

If any of the above peaks your interest, reach out to Emily Dalton today and she will put you in touch with the relevant consultant ??