First Look - 30/09/2024

Yes, it's that day of the week again! Here is a list of our new vacancies and hot candidates below. If you want to start this week rock and rolling, reach out to Emily Dalton or DM Recruit UK for more information ????

Please scroll down for some of our hottest candidates ??

Vacancies:

Financial Planner - London

• Base salary of ￡70,000
• Discretionary performance bonus
• Fully paid supplemental medical, dental, and health screening plans
• 28 days of annual leave, plus up to 8 paid holidays
• Competitive retirement pension plan
• Gym subsidy and emotional wellbeing support
• Hybrid working structure (post probation)

Chartered Financial Planner - Staffordshire

• Salary Up to ￡100,000 (dependent on skill-set and qualifications)
• Flexible home and office working (opportunity to only travel to office minimum once a week dependent on location)
• Client bank to inherit and service
• Generous holiday, with option to purchase more
• Pension contribution
• Opportunity to work in successful and quality over quantity focused financial planning practice

IFA Administrator - Sale, Manchester

• Basic Salary up to ￡32,000+ Negotiable
• Home based working pt week (After probation period)
• Pension, PMI, DIS, Company events (summer, winter)
• Study support to towards profession qualifications
• Career progression.
• Excellent Opportunity to join friendly team

Paraplanner - Cheshire

• Competitive salary up to ￡40,000 + Bonus scheme
• 25 days annual leave plus bank holidays and birthday off?
• 5% pension contribution
• Study support to Chartered status
• Flexible working hours
• Free parking
• Death in service
• Private Medical Insurance
• Opportunities to progress

Senior Paraplanner - London

• Competitive salary of up to ￡65,000
• Discretionary bonus scheme
• Hybrid working
• Private medical and dental
• 28 days annual leave + 3 days
• Enhanced maternity leave policy
• 9-14% pension contribution
• Gym membership
• Exam funding and support
• Career progression opportunities

Client Admin -? Loughton Essex

• Modern office
• Family run business for the last 50 years
• Respected in the area
• Close nit and friendly team
• Open to develop the right person in the future
• Support provided.

Senior Paraplanner – Hertfordshire

• Working in warm and supportive environment
• Supporting an experienced team of Advisors
• Being open is encouraged and sharing best practice
• Fun working environment
• Access to clients from the word go and to support them

Financial Adviser - Edinburgh / Scotland

• Competitive starting salary ￡40k
• Excellent uncapped bonuses OTE ￡100k+
• Excellent Benefits including Pension, DIS, PMI
• Flex working - office/home based
• Opportunity to deal with High Net Worth Clients and build own client base
• Full exam training, days off to study towards obtaining level 6 Chartered status
• Work alongside dedicated team of Paraplanners, Compliance and Administrators
• Join established Financial Adviser teams in Edinburgh or Glasgow offices

Candidates

Independent Financial Adviser - Surrey / Central London

• 5+ years Independent Financial Advice experience
• Polished IFA with a holistic approach
• Grew a client to 200 with an Aum of 12 million
• Has built successful relationships in the city that they can re engage with.
• New business, client servicing / client relationship management
• Experience in reporting to Exec Director on matters relating to Technical, Compliance, B2b commercials to name a few.
• Level 4 Diploma & Chartered

IFA Administrator – West Midlands

• 5+ years’ active IFA Administration experience
• Utilised IO, Xplan and various trading wrap platforms – Quilter, AJ Bell, Transact, Fidelity, Aegon, Curtis Banks, Embark and much more
• Provides full administration support to Financial Advisers, overseeing full life cycle and support of client onboarding from cradle to grave
• Attention to detail and analytical
• Liaising with clients and providers over the telephone, managing relationships
• Seeking new challenge with better work culture
• Looking for long-term career move

IFA Administrator - Hampshire

• Confident IFA Administrator with expereince across the board providing full administrative support
• Diary management, annual reviews, fact finds, client administration, preparing meeting packs, inbox and telephone duties
• Experience writing suitability reports
• Salary expectations of ￡30,000

Financial Advice Manager - Available for roles across South West, Wales and London (depending on travel requirements)

• 12+ years in a MD level position
• Previous Financial Advice and Mortgage Advice experience
• Extensive experience in growing a team of advisers, increasing productivity and ensuring profitability of the firm/advisers
• Strategically and commercially minded
• Salary expectations ￡100,000

Chartered Financial Adviser – Buckinghamshire

• Experienced Independent Financial Adviser
• ￡10mill FUM client bank to bring with
• Business Development experience
• Excellent client servicing and client relationship management
• Chartered qualified
• Proven track record dealing with HNW clients
• Seeking ideally employed opportunity with access to clients
• Wants local office to work from
• Salary requirements ￡55k+

Paraplanner / IFA Administrator – Lancashire

• 3 years paraplanning
• 5 years FS incl admin experience
• Level 4 diploma qualified (1 exam to go)
• Worked in paraplanning team
• Supporting Financial Advisers
• Returning from career break, extended maternity leave
• Salary requirements ￡28k - ￡30k+

If you want to start this week on a roll, reach out to Emily Dalton or DM Recruit UK for more information ????