First Look 21/10/2024

First Look 21/10/2024

Take a first look at some of our hottest candidates and freshest vacancies this week!!

It is finally time to start your job search?

Could this be the candidate your company has been searching for?

We have access to some of the hottest vacancies within the financial planning sector right now, as well as access to thousands of financial planning professionals.

For further information about any of the opportunities below, DM us today or reach out to Emily Dalton .


Vacancies:


Paraplanner - London

  • Salary: Up to £65k
  • HNW client base
  • Client-facing role
  • Strong focus on career development
  • Excellent benefits such as a generous retirement pension plan and hybrid options

Financial Adviser - Doncaster

  • Competitive starting salary up to £60k+
  • Existing HNW client bank
  • HNW Client leads
  • Excellent bonus scheme (Uncapped) - OTE £80k+
  • Excellent Benefits: DIS, Flex Bens, Pension
  • Flex working - office/home based
  • IFA, Paraplanning, Compliance and Administration support
  • Study support

Paraplanner - Cambridge

  • Salary: Up to £50k
  • HNW clients
  • Remote working options
  • Study support for further qualifications
  • Full paraplanning team and excellent benefits

Trainee Financial Adviser - Coventry

  • Competitive Salary?£25,000 – £35,000 (negotiable) + Uncapped Bonuses
  • Some existing clients to be allocated
  • Access to client leads
  • Access to various professional connections
  • Uncapped bonuses based on performance – once reached validation
  • Study and Exam support towards Chartered
  • Generous holiday
  • Pension contribution
  • Training and shadowing support from experienced advisers and other members of the team in the office

Senior Financial Planning Administrator - Mansfield

  • Salary up to £30,000
  • Clear progression path to step into management?
  • Award-winning firm
  • Looking for an individual with 3+ years of experience

Paraplanner - Essex

  • Salary £45,000-£55,000 dependant on experience
  • Early Friday finish
  • Workplace Pension with 8.5% employer contribution
  • Group Private medical insurance
  • Group Income Protection
  • Death in Service Cover
  • 23 days holiday plus the office closes between Christmas and New Year

Mortgage Administrator - Bristol

  • Competitive salary of up to £25,000
  • 20 days holiday + Xmas Closure + BH
  • Birthday off
  • 3% pension contribution
  • Career progression opportunities
  • On-site parking?

Financial Planning Administrator - Cardiff

  • Competitive salary of up to £32,000
  • Discretionary bonus
  • 30 days annual leave + bank holidays
  • 5% pension contribution
  • Hybrid working after probation
  • Career progression opportunities to Paraplanner, and eventually Advice (if desired)

IFA Admin - Leicestershire?

  • Salary: £35k
  • Hybrid working?
  • Professional Development
  • Bespoke small IFA firm?

IFA Admin - Bristol

  • Salary from £25,000 - £30,000 (negotiable dependent on experience)
  • Full exam and study support.
  • Free parking at office
  • 25 days holiday + bank holidays.
  • Personal and team rewards.
  • Group life cover, Income protection, PMI, EAP, Pension scheme and a Health cash plan.

Technical Adviser Support - Manchester

  • Competitive Salary – Up to £36,000
  • Hybrid working
  • Full Training
  • 30 days holiday (inc. BH)
  • Pension, DIS
  • Bonus Scheme
  • Study Support
  • Christmas week closure

IFA Administrator - Bristol

  • Salary from £25,000 - £30,000 (negotiable dependent on experience)
  • Full exam and study support.
  • Free parking at office
  • 25 days holiday + bank holidays.
  • Personal and team rewards.
  • Group life cover, Income protection, PMI, EAP, Pension scheme and a Health cash plan.



Candidates:

Paraplanner - Brighton

  • Level 4 Diploma in Financial Planning
  • Full experience providing senior technical support to IFAs
  • 15+ years experience Paraplanning
  • Suitability report writing, analysis, research, cashflows

Trainee Adviser - Birmingham

  • Level 4 Diploma qualified
  • Paraplanning and IFA Administration exposure
  • Rapport building skills
  • Birmingham based
  • Utilised Intelligent Office and FE Analytics

Chartered Financial Adviser - Nottingham

  • Looking for a role in Nottingham.
  • Over?5 years as a financial adviser.
  • Experience giving independent advice.
  • Passion for goals-based financial planning.
  • Client-centric approach

IFA Administrator - Leicestershire?

  • 4+ years experience?
  • Part diploma qualified?
  • Seeking £29k plus

Chartered Financial Adviser - Cheshire

  • 3 years’ Financial Advice experience, CAS Status, SPS
  • Paraplanning?experience
  • Chartered Fellow??
  • HNW / UHNW holistic financial planning?
  • Client relationship management
  • Investments, Pensions and Protection
  • Seeking £50k+ starting salary


For further information about any of the opportunities below, DM us today or reach out to Emily Dalton .


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