http://www.workcircle.co.uk/ Jobs from Workcircle en-us http://www.workcircle.co.uk/images/logo-small.gif http://www.workcircle.co.uk/?query=wealth%20management http://www.workcircle.co.uk/click?j=139298314&from=feed http://www.workcircle.co.uk/click?j=139298314 IFA - Wealth Management To £50,000 plus benefits and bonus This quality IFA practice deals with HNW Private Clients across mainly Investments and Retirement Planning. Due to increased workload and number of leads generated through marketing and networking they now require a Level 6 qualified IFA to join the practice. You will be responsible for providing advice to the firm’s existing portfolio of clients. The role offers a £50,000 salary and benefits plus the opportunity to increase earnings through a bonus scheme. Additionally you will work with HNW clients and be involved in the provision of complex advice. You will be a highly qualified Advisor with several years’ experience in the market and your own network of contacts. JohnstonGreer is a Glasgow based recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 45000.0000 Speciality: Independent Financial Advisor. Location: Aberdeen, Aberdeenshire Fri, 24 May 2013 02:44:06 +0100 http://www.workcircle.co.uk/click?j=139298315&from=feed http://www.workcircle.co.uk/click?j=139298315 IFA - Wealth Management £25,000 to £30,000 plus benefits and bonus This leading regional practice provides advice across the full range of protection, investments and pensions. They are looking to expand their Advisor numbers with the recruitment of an experienced IFA looking to work with their clients whilst also further developing their own client portfolio. The firm offers a flexible remuneration package which will include salary, benefits and bonus. You will be an experienced Financial Advisor keen to move onto a fee based remuneration model, including the transfer of your existing portfolio of personal clients, whilst retaining full credit for your recurring income. JohnstonGreer is a recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 25000.0000 Speciality: Independent Financial Advisor. Location: Kendal, Cumbria Fri, 24 May 2013 02:44:06 +0100 http://www.workcircle.co.uk/click?j=139298316&from=feed http://www.workcircle.co.uk/click?j=139298316 IFA - Wealth Management To £50,000 plus benefits and bonus This quality IFA practice deals with HNW Private Clients across mainly Investments and Retirement Planning. Due to increased workload and number of leads generated through marketing and networking they now require a Level 6 qualified IFA to join the practice. You will be responsible for providing advice to the firm’s existing portfolio of clients. The role offers a £50,000 salary and benefits plus the opportunity to increase earnings through a bonus scheme. Additionally you will work with HNW clients and be involved in the provision of complex advice. You will be a highly qualified Advisor with several years’ experience in the market and your own network of contacts. JohnstonGreer is a Glasgow based recruitment agency covering Scotland N.Ireland that specialises in the Actuarial, Life Pension, Investment and Insurance sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services. 45000.0000 Speciality: Independent Financial Advisor. Location: Glasgow, Lanarkshire Fri, 24 May 2013 02:44:06 +0100 http://www.workcircle.co.uk/click?j=146926004&from=feed http://www.workcircle.co.uk/click?j=146926004 Wealth Management Adviser North Hampshire, Berkshire £35,000 to £50,000 Unlimited Bonus Potential My client is one of the largest and most widely respected firms of Independent financial advisors in the UK. They have a reputation for expertise, independence and superior service and have been established for over four decades. They are looking to recruit additional Wealth Management Adviser for the above location to deal with an exclusive client base of medical professionals. They offer a competitive salary with an unlimited bonus potential and provide excellent support for examination study towards chartered level. Sales and administration support is provided for all advisers and if applicable a long term incentive plan or 'Practice buy-out’ facility can be offered. To qualify you should be diploma level and be able to work proactively. You must have experience of providing IHT, Wealth Management and Holistic Financial Planning advice. Ref: 4184 35000.0000 Speciality: Independent Financial Advisor. Location: Berkshire, South East England Wed, 22 May 2013 02:47:33 +0100 http://www.workcircle.co.uk/click?j=147068041&from=feed http://www.workcircle.co.uk/click?j=147068041 We are pleased to be working with this leading fee based wealth management group which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their existing database of HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of HNW, UHNW and corporate clients. We seek a candidate who is Level 4 / Diploma Qualified, has strong technical knowledge to include tax and pensions and a flexible and mature work ethic and having gained a number of years experience at this level. This role will be supported by our clients team of experienced and motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for report writing. In return our client is looking to offer a competitive basic salary of up to £60k as well as an excellent benefits and bonus package including pension contribution, DIS, PHI etc. 40000.0000 Speciality: Independent Financial Advisor. Location: Cardiff, South Glamorgan Thu, 23 May 2013 03:15:02 +0100 http://www.workcircle.co.uk/click?j=139082264&from=feed http://www.workcircle.co.uk/click?j=139082264 Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position as a leading player in the wealth management arena, our client is looking attract a number of positive and proactive advisors who are looking for an Financial Planning role where you will be advising high calibre individuals. If you are seeking a rewarding role within an established and ambitious organisation where you will have access to clients, technical support and professional development so that you can maximise your income and potential in Financial Services, this is an opportunity to achieve your aims You will advise on all areas of Wealth Management including Pension, Tax, Investment and Protection provision. You will benefit from unrivalled research and support which will allow you maximise your time with clients and ensure first class delivery of services to your portfolio. You will combine managing the affairs of existing clients within building your portfolio, benefiting from extensive marketing, professional connections and associations, ensuring that you can produce and income stream to meet and exceed expectations. In order to be considered for this opportunity, you must have a proven record in face to face regulated advice and be able to demonstrate strong performance in your peer group. You will have achieved or be close to Diploma status and have strong interpersonal and communication skills You will be rewarded with a generous basic package including a basic salary and car allowance as well as benefiting from a bonus scheme designed to reward and retain top performers. Financial Planning Jobs, Independent Financial Advice, IFA, Financial Advice, Wealth Management, Pensions, Investments, Protection, Tax Planning 40000.0000 Speciality: Independent Financial Advisor. Location: Haywards Heath, West Sussex Wed, 22 May 2013 06:56:33 +0100 http://www.workcircle.co.uk/click?j=145832048&from=feed http://www.workcircle.co.uk/click?j=145832048 Investment Administration / Product Manager Our emphasis is to identify someone with administrative experience , ability to work under pressure and good organisational skills as well as being determined to progress with their investment management qualifications. Requirements for the role Industry knowledge - familiarity with the IFA industry and FCA regulation are vital Technical and technological knowledge - advanced IT skills and mathematical qualifications are required Experience - preferably with wealth management and platform operations Qualification - Investment management qualifications are an advantage with the candidate aiming to become FCA CF30 approved in due course. Key Professional Attributes - integrity, attention to detail, pro-active and ethical P ersonal Attributes - team player, organized, diligent, communicative Other Skills - visionary and appetite to progress Role Overview This position is a new role, created by expansion in funds under management as the Company brand gathers increasing momentum amongst the advisory community. The candidate will report to Investment Director, and assist the team across a variety of tasks. Prime duties involve the day to day management, administration and monitoring of our investment solutions and ensuring daily ad hoc requests are efficiently dealt with. Portfolio performance attribution analysis, report writing and fund assessment will be regular tasks, expected to be completed in a precise and timely manner. To meet these demands the candidate is expected to have previous financial services experience, specifically from an administrative perspective, be self-motivated, confident, comfortable under pressure, and critically technologically competent. You’ll be a creative person with good communication and writing skills, and importantly you will be a team player bringing value enhancing independent thoughts to the team and the process, whilst being happy to work without the need for constant supervision and direction. Duties to Include Portfolio transaction administration and documentation Placing deals with fund groups, platforms and brokers Generate new ideas to ensure optimal administrative efficiency Maintenance of risk graded model portfolios on secure website, FE Analytics and Pulse Production of performance reports analysis of client performance Dealing with daily ad hoc enquiries from sales team, advisers and internal personnel, and handling complaints as appropriate QIR and IQ data reporting, commentary and graphs. Assist with sign off to ensure accuracy Fund research and quantitative analysis of UK OEICs and Unit Trusts and fund manager meetings Ensuring FCA compliance in all aspects of investment department activities Liaison with sales staff and IFAs Support sales staff in the follow up of new relationships Assist with monitoring requests Support role at events/seminars 0.0000 Speciality: Investments. Location: Bristol, Avon Tue, 21 May 2013 03:04:52 +0100 http://www.workcircle.co.uk/click?j=145832035&from=feed http://www.workcircle.co.uk/click?j=145832035 Our emphasis is to identify someone with administrative experience , ability to work under pressure and good organisational skills as well as being determined to progress with their investment management qualifications. Requirements for the role Industry knowledge - familiarity with the IFA industry and FCA regulation are vital Technical and technological knowledge - advanced IT skills and mathematical qualifications are required Experience - preferably with wealth management and platform operations Qualification - Investment management qualifications are an advantage with the candidate aiming to become FCA CF30 approved in due course. Key Professional Attributes - integrity, attention to detail, pro-active and ethical P ersonal Attributes - team player, organized, diligent, communicative Other Skills - visionary and appetite to progress Role Overview This position is a new role, created by expansion in funds under management as the Company brand gathers increasing momentum amongst the advisory community. The candidate will report to Investment Director, and assist the team across a variety of tasks. Prime duties involve the day to day management, administration and monitoring of our investment solutions and ensuring daily ad hoc requests are efficiently dealt with. Portfolio performance attribution analysis, report writing and fund assessment will be regular tasks, expected to be completed in a precise and timely manner. To meet these demands the candidate is expected to have previous financial services experience, specifically from an administrative perspective, be self-motivated, confident, comfortable under pressure, and critically technologically competent. You’ll be a creative person with good communication and writing skills, and importantly you will be a team player bringing value enhancing independent thoughts to the team and the process, whilst being happy to work without the need for constant supervision and direction. Duties to Include Portfolio transaction administration and documentation Placing deals with fund groups, platforms and brokers Generate new ideas to ensure optimal administrative efficiency Maintenance of risk graded model portfolios on secure website, FE Analytics and Pulse Production of performance reports analysis of client performance Dealing with daily ad hoc enquiries from sales team, advisers and internal personnel, and handling complaints as appropriate QIR and IQ data reporting, commentary and graphs. Assist with sign off to ensure accuracy Fund research and quantitative analysis of UK OEICs and Unit Trusts and fund manager meetings Ensuring FCA compliance in all aspects of investment department activities Liaison with sales staff and IFAs Support sales staff in the follow up of new relationships Assist with monitoring requests Support role at events/seminars 0.0000 Speciality: Investments. Location: Bristol, Avon Tue, 21 May 2013 03:04:51 +0100 http://www.workcircle.co.uk/click?j=148137534&from=feed http://www.workcircle.co.uk/click?j=148137534 Our client, a leading Wealth Management firm, is looking to strengthen their presence within the market. In order to develop their position as a leading player in the wealth management arena, our client is looking attract a positive and proactive advisors who is looking for a Wealth Management role where you will be advising high calibre individuals. If you are seeking a rewarding role within an established and ambitious organisation where you will have access to clients, technical support and professional development so that you can maximise your income and potential in Financial Services, this is an opportunity to achieve your aims You will advise on all areas of Wealth Management including Pension, Tax, Investment and Protection provision. You will benefit from unrivalled research and support which will allow you maximise your time with clients and ensure first class delivery of services to your portfolio. You will combine managing the affairs of existing clients within building your portfolio, benefiting from extensive marketing, professional connections and associations, ensuring that you can produce and income stream to meet and exceed expectations. In order to be considered for this opportunity, you must have a proven record in face to face regulated advice and be able to demonstrate strong performance in your peer group. You will have achieved or be close to Diploma status and have strong interpersonal and communication skills You will be rewarded with a generous basic package including a basic salary and car allowance as well as benefiting from a bonus scheme designed to reward and retain top performers. Financial Planning Jobs, Independent Financial Advice, IFA, Financial Advice, Wealth Management, Pensions, Investments, Protection, Tax Planning 40000.0000 Speciality: Independent Financial Advisor. Location: Haywards Heath, West Sussex Sat, 18 May 2013 03:31:15 +0100 http://www.workcircle.co.uk/click?j=149245433&from=feed http://www.workcircle.co.uk/click?j=149245433 NATIONAL WEALTH MANAGEMENT CONSULTANCY- NORTH WEST- VARIOUS LOCATIONS LEADING MARKETING AND TECHNICAL SUPPORT EXCEPTIONAL INVESTMENT PROPOSITION UNRIVALLED SELF-EMPLOYED SPLITS An opportunity has arisen to join a nationally recognised wealth management consultancy. The firm operate on a national basis but are especially looking to expand their North West operation. They are mainly looking to increase their adviser base in Liverpool and Manchester but will also look in other regions. They have an exceptional investment proposition and are able to provide leading marketing support. Full back office support will also be provided. For a discussion regarding your next career move contact Michael Long, Wealth Management and Private Banking Specialist at Ferguson Dean. Duties will include: Working on a HNW client portfolio across the North West. Focusing on but not limited to investments, pensions and IHT planning with some protection for clients who are also local business owners. Meeting with clients to novate their portfolios across to the firm's own WRAPs and Platforms and ensuring the best possible service is provided. Liaising with central and regional offices to ensure all back office work is completed and submitted. Using the external managers such as DFMs and the internal investment committee to continually review the offering to clients. Setting up marketing campaigns and networking events. In return you will receive unrivalled self employed splits, full back office offering and external provider functions. 40000.0000 Speciality: Independent Financial Advisor. Location: Manchester, Lancashire Wed, 22 May 2013 03:03:40 +0100 http://www.workcircle.co.uk/click?j=131204436&from=feed http://www.workcircle.co.uk/click?j=131204436 Wealth Management Advisers North East / Cumbria £35,000 to £50,000 Unlimited Bonus Potential My client is one of the largest and most widely respected firms of Independent financial advisors in the UK. They have a reputation for expertise, independence and superior service and have been established for over four decades. They are looking to recruit additional Wealth Management Advisers for the above locations. Carlisle or Penrith area includes a link to clients and an established professional affinity connection. They offer a competitive salary with an unlimited bonus potential, are RDR prepared already offering clients a fee structure and provide excellent support for examination study towards Diploma level. Sales and administration support is provided for all advisers and if applicable a long term incentive plan or 'Practice buy-out’ facility can be offered. To qualify you should: Be at diploma level Be able to work proactively, self generate referrals and be able to bring min £3million FUM. Have experience providing IHT, Wealth Management and Holistic Financial Planning advice. Ref: 4095 35000.0000 Speciality: Independent Financial Advisor. Location: Cumbria, North West England Fri, 17 May 2013 13:31:13 +0100 http://www.workcircle.co.uk/click?j=149350444&from=feed http://www.workcircle.co.uk/click?j=149350444 Role To act as the Compliance team’s main point of contact with the Wealth Management team and implement the risk-based compliance monitoring programme as it relates to wealth management and the handling of day to day wealth management queries, ensuring that customer service and fair treatment practices of the Group are at the forefront of investment activity Responsibilities To advise on wealth management and regulatory issues and handle day to day queries across the Group. In particular, liaise closely with the Wealth Management team to: advise on wealth management issues contribute to the development and enhancement of wealth management processes, procedures and documentation impacted by regulatory considerations and undertake wealth management advice monitoring and other wealth management and related monitoring/compliance policy work. To manage the prompt, efficient and fair handling of wealth management complaints in accordance with the Group’s complaint handling procedures. To conduct file monitoring to assess advice files against the standards of suitability and other compliance issues in accordance with the risk-based assessment programme. To approve wealth management changes to standard customer agreements. To review and follow up specific wealth management compliance monitoring exercises. To undertake personally higher level monitoring in key risk areas, liaising with senior management as necessary. To assist the Head of Compliance to review the compliance registers (e.g. Rule breaches, PA dealing and complaints) related to Wealth Management, identifying any worrying trends and suggesting remedial action as necessary. To advise on the implications of new wealth management rules, guidance and regulatory requirements for the Group’s business. To assist in the delivery of wealth management compliance training across the Group. To attend and contribute to Wealth Management 'Best Practice Committee’ or other compliance clinics and review risk/compliance issues with individual line managers on a regular basis. To act as the adjudicator for appeals made by Wealth management adviser against file assessment results. To assist in the update of the Compliance Manual. In the absence of other Compliance staff, handle money laundering queries and referrals, referring to the Head of Compliance as necessary. To represent the Group at external Compliance discussion groups, as required. To advise upon the wealth management regulatory requirements and contribute towards new agreements or other materials, for the development of new wealth management services, liaising with the Wealth Management as necessary. To report promptly to the Group’s Money Laundering Reporting Officer any known or suspected money laundering activities or other financial crime by the firm’s clients or prospects (or by the person on whose behalf the client/prospect is acting). To act in an ethical way at all times. To act in accordance with the Group’s operating and compliance procedures at all times and to bring any potential or actual breaches to the immediate attention of the Head of Compliance. Location London and Marlow 35000.0000 Speciality: Compliance. Location: London, South East England Thu, 23 May 2013 02:28:21 +0100 http://www.workcircle.co.uk/click?j=149350345&from=feed http://www.workcircle.co.uk/click?j=149350345 WEALTH MANAGEMENT CONSULTANCY- CHESTER OPTION OF IFA OR MULTI-TIED FULL ADMIN SUPPORT AND LEAD GENERATION TEAM SELF-EMPLOYED BUT WITH FINANCE OPTION A role is available with a leading wealth management consultancy based in Chester. The firm cover the Cheshire and Merseyside regions generally but do have clients/connections across the North West generally. They are able to offer both a whole of the market IFA proposition and also a restricted advice option. Full admin support is provided along with a lead generation team. To discuss your next career move please contact Michael Long, Wealth Management and Private Banking Specialist at Ferguson Dean. Duties will include: Management of a portfolio of Wealth Management clients across the region. Offering either a restricted advice or IFA model. Discussing and implementing a face based proposition with clients. Working with the back office team to complete client reports. Liaising with the lead generation team to prosper to clients in the region to increase your portfolio. Actively marketing yourself and the practice across the region. In return you will receive excellent self employed splits, financial support, access to lead generation and administrative support. 30000.0000 Speciality: Independent Financial Advisor. Location: Chester, Cheshire Thu, 23 May 2013 02:28:15 +0100 http://www.workcircle.co.uk/click?j=148137748&from=feed http://www.workcircle.co.uk/click?j=148137748 Senior Business Analyst Pensions / Wealth Management Quant Capital - London Senior Business Analyst Pensions / Wealth Management Quant Capital is urgently looking for a Senior Business Analyst to join our high profile client. Our client provides global technology services to the financial services industry specifically providing innovation, competitiveness and responsive IT that truly enables financial services. Their clients are the major investment banks and Asset Managers. You will provide quality business input on both internal and external client projects. The role requires the business analyst to apply their strong operational knowledge to the design, development and delivery of global software solutions. This role sits under the head of development in a small team that is core to the development of a new product. The role will involve direct discussions on a daily basis with Pension Fund managers to create a new best of breed platform for retail and fund management. You will: Be responsible for specific functional solutions and their mapping back to business requirements Liaise constantly with Project Manager, Developers, Technical Analyst, Tester, Implementation, Documentation and Training to ensure mapping to business requirements, test coverage, implementation, documentation and training requirements are met. Provide Product Specialist business lead throughout the development project lifecycle ensuring the business validity of functionality to be delivered into the Core Product team (business gatekeeper for specific areas of the system) Project scoping, execution and individual task budgets are understood and adhered to Candidates must have: A minimum of 3 years financial business operations knowledge in either the middle or back office is essential for this role Strong mid and back office experience Exposure to Pensions within wealth management Exposure to Sips or Wraps A track record of software solution delivery within the finance sector Capital markets exposure Proven practical problem solving and analysis experience. Excellent communication skills, both written and oral. Awareness of risk management Ability to prioritize and meet deadlines Ideally Experience of working for a vendor Exposure to different Business Analysis techniques and processes This is a unique opportunity for someone to expand further into financial technology. You should be driven and interested to gain some serious financial vendor experience as well as taking on a volume of responsibility. As this is a niche sector expect a serious package as well as the autonomy to create new and unique solutions and the ear of the CTO and CEO of a global firm. My client is based in London 0.0000 Speciality: Other Financial Services. Location: London, South East England Sat, 18 May 2013 03:31:29 +0100 http://www.workcircle.co.uk/click?j=148507219&from=feed http://www.workcircle.co.uk/click?j=148507219 Due to company growth, an exciting opportunity has arisen for an experienced Wealth Management Administrator to join a reputable financial services provider in York. Responsibilities will include answering the telephone and professionally dealing with clients and product providers, obtaining quotes and valuations, processing business and generally providing full all round support to a team of Independent Financial Planners. You will work alongside other Wealth Management administrators in a team environment and will also be expected to assist with opening post, filing and other general and basic administration. Long term development and a competitive salary will be on offer to the successful applicant. To be considered for this role, applicants must have previous administration experience relating to pensions and investments, have a good knowledge of the basics of the regulated financial services industry and the desire to start a long term career within this industry. FPC or equivalent qualifications will put applicants at a distinct advantage. 16000.0000 Speciality: Sales Support. Location: York, North Yorkshire Wed, 22 May 2013 03:14:51 +0100 http://www.workcircle.co.uk/click?j=145832939&from=feed http://www.workcircle.co.uk/click?j=145832939 A growing and dynamic wealth management company based in the City, are looking for paraplanners to join their team. This firm is a prestigious Financial Services company based in the City of London where they offer a bespoke service to clients including investment planning, specialising in retirement planning, inheritance tax planning, estate planning, income protection and life cover insurance, savings, mortgages and tax solutions. They are seeking an experienced Paraplanner to join their team of professional advisors who provide a wide variety of financial planning products and advice from wealth creation to asset protection for both high net-worth individuals and small to medium sized enterprises whilst organically growing their own business. They are focused on first class integrated and individual solutions for diverse and demanding professionals and private clients. The key aim is to wholly provide technical and administrative support to the Advisor and manage the process from the initial client signature to active policies and fees retained. You will be responsible for conducting product and fund research, client liaison and report production. You would be expected to carry out research within the framework of agreed projects and would need to be able to work efficiently and to deadlines. The work can be pressurised and you would have many tasks on the go at any one time. Priorities and deadlines can often change - you need to be very flexible, adapt and manage your priorities yourself and not be phased by working at a fast pace. All candidates must have 3 years financial services experience with a track record as a paraplanner. This is a great opportunity to join a forward thinking company Basic salary £30,000 p.a. 30000.0000 Speciality: Paraplanning. Location: London, South East England Tue, 21 May 2013 03:05:24 +0100 http://www.workcircle.co.uk/click?j=145831832&from=feed http://www.workcircle.co.uk/click?j=145831832 Looking to expand your role outside of writing reports and doing research? This is an exciting opportunity to join a small but ambitious Wealth Management and IFA firm in the Milton Keynes area (Stony Stratford) that is looking to expand and significantly develop the business and services it offers in the future. The company is looking for an experienced paraplanner who is at least Diploma level qualified (or equivalent) and has a track record of working within the high net worth sector. The successful applicant must be highly service focused, ambitious, enthusiastic and willing to develop their skill set in a number of different areas including compliance, business development, sales support management and marketing. For the right individual, this is a great opportunity to develop along with the business with a view to ultimately becoming a senior member of firm in the long term. The position will involve a wide variety of tasks associated with operating a directly authorised firm that provides a range of services to high net worth clients in the area of holistic financial planning, tax planning, investments, estate planning, retirement planning and protection. It is essential the candidate has experience in using IFA investment platforms, back office software (preferably True Potential), investment research and 3rd party tools to manage all aspects of a client’s wealth and related documentation. S pecific skills required Track record of producing detailed, compliant and accurate financial planning reports Ability to conduct detailed research and highly technical Good verbal, numerical and written communication skills Understanding of compliance issues Project management Strong administrative and organisational skills An eye for detail Ability to meet deadlines and work under pressure Good personal skills IT literate with good knowledge of MS Office, back office software and various platforms Thirst for CPD and ongoing learning Flexible, ambitious and willing to develop The Benefits In reward for the right hard working candidate, our package includes: Competitive basic salary based on experience, qualifications and achievements 24 days holiday entitlement Study Professional Qualification Support Pension scheme Annual bonus 25000.0000 Speciality: Paraplanning. Location: Stony Stratford, Buckinghamshire Tue, 21 May 2013 03:04:43 +0100 http://www.workcircle.co.uk/click?j=147067907&from=feed http://www.workcircle.co.uk/click?j=147067907 Our client is one of the largest Financial Services companies in the World and they are currently looking for an Account Manager to join their team in Canary Wharf This is a telephone based Account Manager role looking after a portfolio of IFA's and looking to offer your services/products as an Intermediary You will Working with Sales Development Manager(s) (SDM) to achieve business written targets within area covered. Working in partnership and agreement from a joint plan, with specific activity regarding pro-active calling, quote follow up and specific account based objectives. Apply market knowledge to identify and focus activity on contacts which deliver high volume/value Build relationships with key Registered Individuals within designated IFA firms. Exploit sales opportunities from both reactive and proactive IFA contact. Influence IFA decision-making through demonstrating a full working knowledge of company products, services and technology, and a knowledge of the market and competitor products. Actively promote company products by demonstrating benefit to the IFA. This is a great chance to get into the Wealth Management arm of a successful business and move through to full face to face Account Management roles where the guys earn 6 figures You must have a strong sales track record Salaries £28000 plus bonus and very realistic ote of £38-40000 For full details please contact Jason Webber at astral Recruitment part of Verridian plc 28000.0000 Speciality: Business Development Manager. Location: Canary Wharf, London Thu, 23 May 2013 03:14:51 +0100 http://www.workcircle.co.uk/click?j=145832034&from=feed http://www.workcircle.co.uk/click?j=145832034 Investment Analyst / Product Manager Our emphasis is to identify someone with administrative experience , ability to work under pressure and good organisational skills as well as being determined to progress with their investment management qualifications. Requirements for the role Industry knowledge - familiarity with the IFA industry and FCA regulation are vital Technical and technological knowledge - advanced IT skills and mathematical qualifications are required Experience - preferably with wealth management and platform operations Qualification - Investment management qualifications are an advantage with the candidate aiming to become FCA CF30 approved in due course. Key Professional Attributes - integrity, attention to detail, pro-active and ethical P ersonal Attributes - team player, organized, diligent, communicative Other Skills - visionary and appetite to progress Role Overview This position is a new role, created by expansion in funds under management as the Company brand gathers increasing momentum amongst the advisory community. The candidate will report to Investment Director, and assist the team across a variety of tasks. Prime duties involve the day to day management, administration and monitoring of our investment solutions and ensuring daily ad hoc requests are efficiently dealt with. Portfolio performance attribution analysis, report writing and fund assessment will be regular tasks, expected to be completed in a precise and timely manner. To meet these demands the candidate is expected to have previous financial services experience, specifically from an administrative perspective, be self-motivated, confident, comfortable under pressure, and critically technologically competent. You’ll be a creative person with good communication and writing skills, and importantly you will be a team player bringing value enhancing independent thoughts to the team and the process, whilst being happy to work without the need for constant supervision and direction. Duties to Include Portfolio transaction administration and documentation Placing deals with fund groups, platforms and brokers Generate new ideas to ensure optimal administrative efficiency Maintenance of risk graded model portfolios on secure website, FE Analytics and Pulse Production of performance reports analysis of client performance Dealing with daily ad hoc enquiries from sales team, advisers and internal personnel, and handling complaints as appropriate QIR and IQ data reporting, commentary and graphs. Assist with sign off to ensure accuracy Fund research and quantitative analysis of UK OEICs and Unit Trusts and fund manager meetings Ensuring FCA compliance in all aspects of investment department activities Liaison with sales staff and IFAs Support sales staff in the follow up of new relationships Assist with monitoring requests Support role at events/seminars 0.0000 Speciality: Investments. Location: Bristol, Avon Tue, 21 May 2013 03:04:51 +0100 http://www.workcircle.co.uk/click?j=145832038&from=feed http://www.workcircle.co.uk/click?j=145832038 Our client is a successful IFA and National Wealth Management business The Director is looking for an experienced Paraplanner Principal Responsibilities: Carrying out research on client’s investments. Drafting of Investment reports on behalf of, and under the direction of Advisers. Completion of advice and completion letters on behalf of Advisers. Occasional face-to-face contact with clients. Dealing with clients on behalf of Advisers and other departments. Attending client meetings with Advisers when required. Facilitate processing of investment business. Providing day to day support for field based advisers. Preparation of application forms and other documents for client meetings. Reinvestment process for maturing investments including arranging appointments. Providing statistics for monthly reporting. Incoming letters, covering all aspects of client instruction and enquiries. Withdrawal requests. Written communication with clients. Client in-bound telephone calls. Explanation of company literature and information. This is a years contract role paying to £35000 with the chance of going perm after We are ideally looking for someone with technical expertise and minimum Level 4 Diploma Please contact Jason Webber at Astral Recruitment part of Verridian plc 30000.0000 Speciality: Paraplanning. Location: Bristol, Avon Tue, 21 May 2013 03:04:51 +0100 http://www.workcircle.co.uk/click?j=149151283&from=feed http://www.workcircle.co.uk/click?j=149151283 We are currently recruiting for a leading independent firm of Wealth Managers who provide clear, innovative 21st century financial solutions Their offices in Surrey are now seeking an additional Senior Client Services Administrator, who will work closely with and be responsible for supporting their Private Client Consultants. This is quite a varied and challenging position where responsibilities will include preparing information and paperwork for client consultations and on-going performance reviews, as well as working on client projects and acting as the main client contact regarding the overall daily management of the client accounts With a proven track record gained within an IFA environment ideally focused on private clients, you will already be studying for the Certificate in Financial Planning or equivalent qualifications and be someone who possesses an attention to detail and a coupled with excellent organisational communication skills. This is a role where you will be given every opportunity to develop your knowledge, experience and personal career development within an organisation offering a full remuneration and benefits package including pension scheme, life cover, private medical cover, income protection and bonus scheme. 0.0000 Speciality: Sales Support. Location: Surrey, South East England Tue, 21 May 2013 03:11:33 +0100 http://www.workcircle.co.uk/click?j=147824788&from=feed http://www.workcircle.co.uk/click?j=147824788 Our client, an established independent wealth advisory firm, has an opportunity for an experienced and proactive Mortgage Advisor at its Shoreham-by-Sea office. There is a salary of £25,000 to £30,000 with OTE of £45,000 to £50,000. The resultant expansion has brought a new opportunity for a Mortgage Adviser to work with a substantial existing client bank. However, this is not a position where you can simply cherry pick. It requires a proactive approach. A successful performance would result in additional back office staff being employed to further develop this branch of the business. To be considered you must: - Be an experienced CeMAP ( or equivalent) qualified Mortgage Adviser - Have a stable and progressive career history - Have a provable track record of success NB: IF YOU ARE ALREADY REGISTERED WITH INTEGRITY RESOURCE SOLUTIONS PLEASE CONTACT YOUR CONSULTANT DIRECT. HE/SHE WILL BE ABLE TO ASSIST YOU. 25000.0000 Speciality: Mortgage Advisor. Location: Shoreham-By-Sea, West Sussex Thu, 23 May 2013 02:55:33 +0100 http://www.workcircle.co.uk/click?j=146371925&from=feed http://www.workcircle.co.uk/click?j=146371925 We are looking for someone to provide a range of administrative financial services support to our clients advisory team making effective use of systems, entering investment details and fund prices which are used to analyse, interpret, present and report on the performance of discretionary portfolio investments of their clients. Essential Skills/Qualifications 5 GCSE's grade A-C (including English Mathematics) Proficient in Microsoft Office (Word/Outlook/Excel) Ability to work on own initiative, plan and organise workloads effectively to meet deadlines Communicates clearly, both verbally and in writing Desirable Criteria Certificate in Financial Planning Experience of discretionary portfolio management Accountabilities Collate, analyse and interpret internal and external data in order to update investment history on the CRM system. Produce relevant, accurate and timely business and management information in various formats and using various tools and sources for both internal and external routine standard reporting. Respond to requests for fund performance information work with colleagues to determine information requirements. Set up and maintain relevant diary systems to back up and support for Quarterly/half yearly and annual valuations Benefits 24 days holiday plus bank holidays PRP Bonus scheme Free Parking 3x Death in service Income protection GPP and PMI after 1 year's service Well-being payment of £120 per year towards Gym fees (paid in two instalments) Friendly working environment Career and professional development 12000.0000 Speciality: Sales Support. Location: Newmarket, Suffolk Fri, 24 May 2013 02:57:38 +0100 http://www.workcircle.co.uk/click?j=149151288&from=feed http://www.workcircle.co.uk/click?j=149151288 Working within an existing team of copywriters, the investment writer will be tasked with creating attractive and engaging copy for their customers The investment writer will be producing content for all marketing projects, be it brochures, web copy, adverts, but all geared towards the advisor facing, consumer side of the piece. You will be expected to produce copy which is easy to read and digest, all the while complying with industry regulations and guidelines Its expected you will have had experience of analysing investment materials, translating appropriate content into client and adviser-facing commentaries to fulfil the needs of regular client reporting. You will currently be an experienced investment writer with broad knowledge of the investment market and deep understanding of investment management. Plus the skills to produce copy which will be viewed by the wider community. To apply for this role, please call the team at Shine, or send in your details to this advert. Shine Resourcing. Recruitment. Done. 40000.0000 Speciality: Investments. Location: Portsmouth, Hampshire Tue, 21 May 2013 03:11:33 +0100 http://www.workcircle.co.uk/click?j=131205182&from=feed http://www.workcircle.co.uk/click?j=131205182 This is a fantastic opportunity for a highly motivated and talented individual who wants to work within the challenging and rewarding Wealth Management arena. This is a front line Adviser role, offering a comprehensive offer, and reporting into the Senior Manager Wealth Management. The job role forms part of the wider Wealth Management Sales Team therefore working in close partnership with the introducers and peers in this team will be part of any successful applicants’ day-to-day activity. Key Accountabilities:- - Achieve target in meeting the demands of the business by converting introductions into new business, ensuring achievement of the company’s minimum standard conversion rates. - Conduct interviews with new and existing clients to review and meet their immediate and on-going financial needs actively selling and/or introducing appropriate products and services and referring to other product specialists where required in order to compliantly achieve individual/team targets and productivity measures. - Ensure delivery of service standards and sales targets for own area of responsibility, so clients are provided with a competitive and responsive level of service and sales/income targets are met. - Produce a quarterly business plan, implement, review progress and take necessary corrective action to ensure delivery of the required business results. - Produce timely and accurate reporting and recording of information as required by the Company ensuring that trends and opportunities can be identified by senior colleagues in a timely fashion. - Actively develop, maintain and build on relationships with internal and external business development contacts, in order to ensure a high standard of new introductions to deliver business results. Skills, Experience Qualifications Required:- - The knowledge and ability to provide advice across the full range of Personal wealth management products and services. - Previous experience of working in a regulated environment would be strongly preferred. - Successful applicants will be fully qualified already or, if part-qualified, will be on-track to complete their qualifications in order to be compliant with the needs of RDR 40000.0000 Speciality: Independent Financial Advisor. Location: Brighton, East Sussex Fri, 17 May 2013 13:31:23 +0100 http://www.workcircle.co.uk/click?j=131202222&from=feed http://www.workcircle.co.uk/click?j=131202222 Organisation Description My client has areputation for quality advice and service to high net worth individual clients. Existing Advisors with the companyare amongst theindustries top qualified advisors from a wide range of backgrounds including accountancy, banking, insurance, pensions and investment. Job Description Key Responsibilities: Developing financial advisory plans for prospective or existing clients, providing them with the appropriate financial advice and appropriate financial products/services to meet their needs. Networking with professional partners and introducers to identify private client and HNW opportunities. Conducting individual client consultations and on-going performance reviews. Implementing Business Development initiatives to grow client base. Service existing clients and assisting other team members in developing client relationships. Continuously developing business, financial and technical expertise Supporting and providing advice to other team members in specialist knowledge areas. Ensuring compliance processes are followed to required timescales. In addition we expect the individual to be: Responsible for their own personal career development Continue to progress in their professional qualifications and recognise training needs, relevant to the role. Be proactive and flexible in their approach to work during high volume activity or project based tasks. Person Specification Candidate Profile: My client is flexible on the type of individual they are looking for and can include a less experienced advisor or someone with a wealth of experience, client bank FUM. The salary will be dependant on the calibre and FUMyoucan bring. What is important is ability and experience to build professional networks and introducers and someone who can demonstrate hunger to develop new business.There will be HNW clients available for a new advisor to. The successful candidate should be able to demonstrate a consistent ability to develop and forge successful business relationships within the wealth management and financial planning arena. Experience of advising private clients and HNW individuals is essential, as is a history of working with professional partnerships and introducers. A strong existing network of professional connections would be a distinct advantage. In addition to a successful track record gained within the Wealth Management/Financial Planning industry, the ideal candidate will need to be: Demonstrate a broad knowledge of all areas of financial planning, experienced in ideally with high net worth individuals (£500k plus). Qualified to a minimum of QCF Level 4, with current Statement of Professional Standing, and working towards Chartered status. Able to demonstrate the ability to build new business and establish successful client relationships through professional introducers (solicitors, accountants, own professional networks). Able to operate within a compliant framework and adhere to corporate and regulatory quality standards. Professional, flexible and pro-active manner coupled with a desire to succeed. Reed Specialist Recruitment Limited is an employment agency and employment business 30000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands (Region) Fri, 17 May 2013 13:30:41 +0100 http://www.workcircle.co.uk/click?j=134013507&from=feed http://www.workcircle.co.uk/click?j=134013507 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a Chartered firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage and those with either introducer agreements or a client base are particularly sought after. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 45000.0000 Speciality: Independent Financial Advisor. Location: Manchester, Lancashire Fri, 24 May 2013 02:53:35 +0100 http://www.workcircle.co.uk/click?j=134013506&from=feed http://www.workcircle.co.uk/click?j=134013506 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a Chartered firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage and those with either introducer agreements or a client base are particularly sought after. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 45000.0000 Speciality: Independent Financial Advisor. Location: Edinburgh, Midlothian Fri, 24 May 2013 02:53:35 +0100 http://www.workcircle.co.uk/click?j=134013509&from=feed http://www.workcircle.co.uk/click?j=134013509 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a Chartered firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage and those with either introducer agreements or a client base are particularly sought after. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 45000.0000 Speciality: Independent Financial Advisor. Location: Haywards Heath, West Sussex Fri, 24 May 2013 02:53:35 +0100 http://www.workcircle.co.uk/click?j=134013508&from=feed http://www.workcircle.co.uk/click?j=134013508 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a Chartered firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage and those with either introducer agreements or a client base are particularly sought after. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 45000.0000 Speciality: Independent Financial Advisor. Location: Nottingham, Nottinghamshire Fri, 24 May 2013 02:53:35 +0100 http://www.workcircle.co.uk/click?j=134013505&from=feed http://www.workcircle.co.uk/click?j=134013505 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a Chartered firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage and those with either introducer agreements or a client base are particularly sought after. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 45000.0000 Speciality: Independent Financial Advisor. Location: Liverpool, Merseyside Fri, 24 May 2013 02:53:35 +0100 http://www.workcircle.co.uk/click?j=131204043&from=feed http://www.workcircle.co.uk/click?j=131204043 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 40000.0000 Speciality: Independent Financial Advisor. Location: Chichester, West Sussex Fri, 17 May 2013 13:31:06 +0100 http://www.workcircle.co.uk/click?j=131202864&from=feed http://www.workcircle.co.uk/click?j=131202864 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 45000.0000 Speciality: Independent Financial Advisor. Location: Bodmin, Cornwall Fri, 17 May 2013 13:30:50 +0100 http://www.workcircle.co.uk/click?j=131202832&from=feed http://www.workcircle.co.uk/click?j=131202832 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 45000.0000 Speciality: Independent Financial Advisor. Location: Cambridge, Cambridgeshire Fri, 17 May 2013 13:30:50 +0100 http://www.workcircle.co.uk/click?j=131202770&from=feed http://www.workcircle.co.uk/click?j=131202770 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 40000.0000 Speciality: Independent Financial Advisor. Location: Bracknell, Berkshire Fri, 17 May 2013 13:30:49 +0100 http://www.workcircle.co.uk/click?j=131202624&from=feed http://www.workcircle.co.uk/click?j=131202624 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 40000.0000 Speciality: Independent Financial Advisor. Location: Exeter, Devon Fri, 17 May 2013 13:30:47 +0100 http://www.workcircle.co.uk/click?j=131202636&from=feed http://www.workcircle.co.uk/click?j=131202636 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 40000.0000 Speciality: Independent Financial Advisor. Location: Guildford, Surrey Fri, 17 May 2013 13:30:47 +0100 http://www.workcircle.co.uk/click?j=131202648&from=feed http://www.workcircle.co.uk/click?j=131202648 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 45000.0000 Speciality: Independent Financial Advisor. Location: Bristol, Avon Fri, 17 May 2013 13:30:47 +0100 http://www.workcircle.co.uk/click?j=131202580&from=feed http://www.workcircle.co.uk/click?j=131202580 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 40000.0000 Speciality: Independent Financial Advisor. Location: Glasgow, Lanarkshire Fri, 17 May 2013 13:30:46 +0100 http://www.workcircle.co.uk/click?j=131202594&from=feed http://www.workcircle.co.uk/click?j=131202594 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 40000.0000 Speciality: Independent Financial Advisor. Location: Bournemouth, Dorset Fri, 17 May 2013 13:30:46 +0100 http://www.workcircle.co.uk/click?j=131202012&from=feed http://www.workcircle.co.uk/click?j=131202012 Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure, continues to attract assets under management at a high rate and has a very low client attrition rate. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. 40000.0000 Speciality: Independent Financial Advisor. Location: Leeds, West Yorkshire Fri, 17 May 2013 13:30:38 +0100 http://www.workcircle.co.uk/click?j=142080003&from=feed http://www.workcircle.co.uk/click?j=142080003 One of London's top tier Wealth Management organisations currently has exciting opportunity for an experienced Paraplanner to work alongside their team of support staff and Financial Planners in providing advice to an UHNW UK and international client base. Working within these prestigious open plan offices, the duties of the successful Paraplanner will include research, report writing, client contact, maintaining compliant records and assisting in business development. You must have previous relevant experience as a Paraplanner working within a HNW environment and be comfortable dealing with clients at that level. You will have attained DipPFS as a minimum and have an in depth technical understanding of the pensions and investments market This is a fast paced, vibrant working environment and my client is looking for confident ambitious individuals to help drive their business forward. They offer one of the best propositions in the market for both client and employees and it's an opportunity not to be missed. You will earn over 50k in year 1. 40000.0000 Speciality: Paraplanning. Location: Central London, London Fri, 24 May 2013 06:36:26 +0100 http://www.workcircle.co.uk/click?j=140131047&from=feed http://www.workcircle.co.uk/click?j=140131047 A Chartered practice at the pinnacle of Wealth Management, my IFA client are looking to augment their technical team by securing an experienced Paraplanner to work within their Altrincham office. From day 1, you'll enjoy a competitive basic salary of between £25,000 to £30,000 per annum, an excellent working environment, a dynamic team to work with, dealing with all aspects of report writing, technical analysis, Pension and Investment research, and the opportunity to resolve technical queries from HNW clients on a regular basis. Ideally, you'll be from a Paraplanner background, FPC and Diploma status, have at least 2 years Paraplanner experience, dealing with Investments - ISAs, OEICS, Wraps, Bonds and Off Shore Investments, Pensions - PP, SIPP, SSAS, Annuities and Drawdown Tax Planning - IHT, VCT EISs, be a hard worker, and a team player who wants to progress... Click and apply as this role is extremely rare in the current climate... 25000.0000 Speciality: Paraplanning. Location: Altrincham, Cheshire Wed, 22 May 2013 02:46:28 +0100 http://www.workcircle.co.uk/click?j=141097093&from=feed http://www.workcircle.co.uk/click?j=141097093 Our client is a successful IFA within a niche Private Bank in the city The Director is looking for an experienced Paraplanner The role Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide all advice within a strict ethical and compliance framework and under guidance from the senior paraplanner or Compliance Director. Provide technical support and back up to Sales Consultants and the Sales Support function Complete portfolio reviews and rebalancing requests Deal with client and insurer queries to completion via the telephone or in writing. We feel the client based on the location is offering a very generous package for the right person with basics to £45K plus benefits and the potential for a bonus We are ideally looking for someone with technical expertise and minimum Level 4 Diploma Please contact Jason Webber at Astral Recruitment part of Verridian plc 40000.0000 Speciality: Paraplanning. Location: London, South East England Thu, 23 May 2013 02:46:19 +0100 http://www.workcircle.co.uk/click?j=140837440&from=feed http://www.workcircle.co.uk/click?j=140837440 Our client is a successful IFA within a niche Private Bank in the city The Director is looking for an experienced Paraplanner The role Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide all advice within a strict ethical and compliance framework and under guidance from the senior paraplanner or Compliance Director. Provide technical support and back up to Sales Consultants and the Sales Support function Complete portfolio reviews and rebalancing requests Deal with client and insurer queries to completion via the telephone or in writing. We feel the client based on the location is offering a very generous package for the right person with basics to £40K plus benefits and the potential for a bonus We are ideally looking for someone with technical expertise and minimum Level 4 Diploma Please contact Jason Webber at Astral Recruitment part of Verridian plc 35000.0000 Speciality: Paraplanning. Location: London, South East England Tue, 21 May 2013 02:46:19 +0100 http://www.workcircle.co.uk/click?j=146371900&from=feed http://www.workcircle.co.uk/click?j=146371900 Wealth Advisers Berkshire £ 45-70K Bonus, Pension, DIS, Laptop Mobile My client is a fast growing Wealth Advice business offering fee based, independent wealth advice and investment management services to private individuals. As part of the company’s growth they are looking to recruit additional wealth advisers to be based in an office in Berkshire (mix of home office). Some clients are available but you will be expected to be able to develop your own business or have some client support. Skills in areas such as PI, Medical Negligence, Divorce is also advantageous and is experience with working with professional partnerships and/or professional introducers. You will be advising the company’s clients on all aspects of financial planning and wealth management, building and maintaining long term relationships with HNW and UHNW clients. You will need to be Diploma qualified and gap filled with proven ability to deal with new and existing clients on a fee basis. You should have a thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively. You must have strong technical/product knowledge and effective communication of wide ranging holistic financial planning strategies solutions. Ref: 4195 45000.0000 Speciality: Independent Financial Advisor. Location: Berkshire, South East England Fri, 24 May 2013 02:57:37 +0100 http://www.workcircle.co.uk/click?j=149350443&from=feed http://www.workcircle.co.uk/click?j=149350443 This is an exceptional opportunity to join a well-recognised HNW National Wealth Manager who has an enviable brand and reputation in the market place. With billions under management and a company history that can be traced back hundreds of years you can be assured of an excellent future ahead of you. Due to expansion they are now in a position to recruit a Wealth Manager / IFA within the prestigious London office of the company. There is an extensive source of new business through continual lead generation of this national company. Due to this there is no requirement to transfer any existing clients or assets. Chartered Status would be highly desirable in this role and a CV that demonstrates commitment, personal progression through qualification and a solid track record of excellence is a must. This is a top end UK wide HNW wealth management opportunity and as such they are seeking the best advisors the market has to offer. You will be a professional, highly articulate, client focussed wealth manager who can demonstrate excellence through thier career. The vast majority of the existing client advice is within the HNW investment arena and as such you should have a good track record of delivering this type of advice. This is an excellent opportunity to join a highly successful wealth manager and build a strong career in the HNW space within a company where there is very little turnover of staff. 45000.0000 Speciality: Independent Financial Advisor. Location: London, South East England Thu, 23 May 2013 02:28:21 +0100 http://www.workcircle.co.uk/click?j=149350431&from=feed http://www.workcircle.co.uk/click?j=149350431 This intensive, fast-track scheme will turn you from a newly graduated student into a highly paid, fully qualified wealth-management professional within just two years. As a Trainee Wealth Manager our focus will be on giving you hands-on experience of dealing with high-net-worth clients worldwide. This will involve you working one to one with a successful financial consultant, helping them address their clients financial issues, which could be anything from pension planning to investment advice. You'll be surrounded by some of the industry's top advisers, trainers and managers. So when it comes to building up your networking, business-development and client-management skills, you'll have the opportunity to learn from the best. At the same time, you will study towards a CISI (Chartered Institute of Securities Investment) professional qualification in wealth management. The programme begins with a two month of intense training in our Malta / Dubai Office, equipping you with the foundations to become a successful Trainee Wealth Manager. This will be followed by additional training periods in one of our deVere Academy offices in Abu Dhabi, Dubai, Istanbul, Shanghai, Moscow, New York and Kuala Lumpur. All the locations we've chosen offer an excellent social life. So there will always be lots of things to do, places to go and people to meet, whether you're at work or enjoying a day off. By the end of the two years, you should be ready to take on a role as a fully-fledged Wealth Adviser or Investment Broker. If you're really good, you could get there even quicker. Who can apply? We welcome applications from recent graduates or anybody in their last year of university. You must be prepared to work across a global office network that spans all of Asia, Africa, South America and the Middle East. You must also be prepared to put everything you've got into achieving your results. Key qualities we look for? Enthusiasm, competitiveness, independence, tenacity, drive. Being good with people is a must. 0.0000 Speciality: Independent Financial Advisor - Trainee. Location: London, South East England Thu, 23 May 2013 02:28:18 +0100 http://www.workcircle.co.uk/click?j=147719374&from=feed http://www.workcircle.co.uk/click?j=147719374 To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers, and / or Senior Client Partners. To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Strong technical knowledge of financial services products Relevant experience in a Wealth Management environment Effective communication, both verbally and in writing Effective drafting of client advice Effective technical and product research Ability to attend client meetings Effective use of Microsoft Office products and Adviser Office Organisational skills Time management skills Professional telephone handling In depth understanding of compliance and other legal processes Fully competent in using AO and developing the use of Financial Planning tools on AO to assist with Financial Planning for clients. Qualifications Diploma in Financial Planning Working towards Chartered status where appropriate 28000.0000 Speciality: Paraplanning. Location: Bracknell Business Centre, Berkshire Wed, 22 May 2013 02:55:03 +0100 http://www.workcircle.co.uk/click?j=147719375&from=feed http://www.workcircle.co.uk/click?j=147719375 To prepare written advice and provide technical research services to a team of Wealth Advisers, Senior Wealth Advisers, and / or Senior Client Partners. To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Strong technical knowledge of financial services products Relevant experience in a Wealth Management environment Effective communication, both verbally and in writing Effective drafting of client advice Effective technical and product research Ability to attend client meetings Effective use of Microsoft Office products and Adviser Office Organisational skills Time management skills Professional telephone handling In depth understanding of compliance and other legal processes Fully competent in using AO and developing the use of Financial Planning tools on AO to assist with Financial Planning for clients. Qualifications Diploma in Financial Planning Working towards Chartered status where appropriate 28000.0000 Speciality: Paraplanning. Location: Guildford, Surrey Wed, 22 May 2013 02:55:03 +0100 http://www.workcircle.co.uk/click?j=145833688&from=feed http://www.workcircle.co.uk/click?j=145833688 A leading city based wealth management company are looking for experienced and proven wealth management financial advisers to join their team. Holding the financial services diploma ( and ideally chartered status ) you will have a track record in providing investment advice and will be able to demonstrate success in acheiving targets and giving quality advice. Candidates will able to evidence good experience in dealing with High Net Worth individuals and have a broad knowledge of the investment and financial advising market. With the benefit of a generous basic salary and quarterly bonuses, you will need a client base to work from and this employer can help you grow your client base to maximise your income. This is an excellent opportunity for those wealth managers who are looking to secure their future income and benefit from the secure backing of a growing and successful company. The basic salary ranges up to £50,000p.a. plus benefits and quarterly bonuses. 35000.0000 Speciality: Independent Financial Advisor. Location: London, South East England Tue, 21 May 2013 03:05:49 +0100 http://www.workcircle.co.uk/click?j=148792236&from=feed http://www.workcircle.co.uk/click?j=148792236 Financial Services / Investment Administrator - Wealth Management Consultancy Fareham - £21,000 Package Our client a well established Investment Management Group who specialise in the management of HNW and UHNW Private Wealth Funds are seeking a bright self motivated individual to join there Investment Management support team in the Fareham Office. This key position will involve managing client enquiries and administration, processing new business, preparing reports and fund valuations and acting as a point of contact for IFA queries. Our client runs a highly professional organisation and seek high calibre candidates who are looking for career progression and development. To apply for this position you must have previous Financial Services or Investment experience, be well educated and have excellent communication skills. For more information please contact Richard Garbett 19000.0000 Speciality: Loans - Other. Location: Fareham, Hampshire Fri, 24 May 2013 03:02:56 +0100 http://www.workcircle.co.uk/click?j=148137644&from=feed http://www.workcircle.co.uk/click?j=148137644 Our client, a leading organisation within the Financial Services Industry are looking to recruit several Wealth Advisors. These advisors will have a holistic approach to dealing with client relationships and will be well qualified to advise on financial planning and wealth management issues. To be successful for this position you will need to be Dip PFS qualified or equivalent with excellent communication skills, have proven ability to deal with both new and existing clients in a fee basis. On offer is a extremely lucrative compensation structure and flexibility on location! Capita Resourcing welcome applications from all suitably qualified people regardless of gender, race, disability, age or sexual orientation. Capita Resourcing is a trading name of Capita Resourcing Ltd. Services offered are those of an Employment Agency and Employment Business. Applicants will be required to register with us. 40000.0000 Speciality: Independent Financial Advisor. Location: London, South East England Sat, 18 May 2013 03:31:21 +0100 http://www.workcircle.co.uk/click?j=146512605&from=feed http://www.workcircle.co.uk/click?j=146512605 Financial Adviser / Wealth Manager (Independent/Whole of Market proposition) Midlands based Full Back Office support, including introduction to Clients Our Client is a prestigious and successful Wealth Management firm who hold 'Chartered Financial Planner’ status. They have been providing financial planning advice to Private Clients and Businesses across the Midlands and beyond for the past 25 years and have an established quality client base. An opportunity has arisen for a Financial Adviser to join their team. Whilst this is a self employed role, full back office support including para-planning and marketing will be provided. In addition, new business opportunities will arise via the introduction to existing Clients. To be considered for this opportunity, you will be: - Level 4 Diploma qualified (minimum) - experienced in Pension and Investment advice - professional and passionate about delivering a first class service to Clients - totally comfortable in managing client relationships - able to self generate business opportunities - a team player Note: 'Bryan James R ecruitment’ is acting as an Employment Agency in connection with this opportunity. bryan james Recruitment - a 'Search' Firm working exclusively within the Financial Services arena. The search for talent never ends. 40000.0000 Speciality: Independent Financial Advisor. Location: Birmingham, West Midlands Sat, 18 May 2013 02:43:04 +0100 http://www.workcircle.co.uk/click?j=149439964&from=feed http://www.workcircle.co.uk/click?j=149439964 We are currently recruiting for a Wealth Management firm in Leeds city centre. Ideally you will be a Level 4 Paraplanner. Joining this boutique firm the ideal candidate will have had exposure to HNW Clients and have worked within an IFA for at lest 2 years with good product knowledge. Supporting two of the company directors you will be providing full paraplanning support. Very rewarding packaging and environment. 28000.0000 Speciality: Paraplanning. Location: Leeds, West Yorkshire Fri, 24 May 2013 03:04:53 +0100 http://www.workcircle.co.uk/click?j=146053815&from=feed http://www.workcircle.co.uk/click?j=146053815 Our client is a leading a well regarded wealth management firm. They provide holistic advice across investments, tax planning, inheritance, pensions and retirement planning and their capabilities have been recognised by a number of industry awards. Their current business needs have opened up an opportunity for an experienced technical paraplanner to join their team on a 12 month Contract. Working in lovely modern offices in a convenient Central Bristol location, you will be responsible for various tasks including Carrying out research on client’s investments. Drafting of Investment reports on behalf of, and under the direction of Advisers. Completion of advice and completion letters on behalf of Advisers. Occasional face-to-face contact with clients. Dealing with clients on behalf of Advisers and other departments. Attending client meetings with Advisers when required. Facilitate processing of investment business. Providing day to day support for field based advisers. Preparation of application forms and other documents for client meetings. Reinvestment process for maturing investments including arranging appointments. Providing statistics for monthly reporting. Incoming letters, covering all aspects of client instruction and enquiries. Withdrawal requests. Written communication with clients. Client inbound telephone calls. Explanation of company literature and information. The ideal candidate will be close to obtaining level 4 diploma or equivalent and have at least 2 years experience within a technical paraplanner role. You will be conversant in following and demonstrating compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. You will have a proven track record in succeeding and delivering to targets and strict deadlines. In return, our client is offering a salary between £30 - £35k plus the opportunity to develop your skills within an established firm. To express your interest in this opportunity, please contact RecruitUK or apply today! 30000.0000 Speciality: Paraplanning. Location: Bristol, Avon Wed, 22 May 2013 02:16:19 +0100 http://www.workcircle.co.uk/click?j=145833299&from=feed http://www.workcircle.co.uk/click?j=145833299 We are pleased to be working with this well established and leading wealth management practice which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of personal, HNW and corporate clients. We seek a candidate who is Level 4 / Diploma Qualified, has strong technical knowledge to include tax and pensions and a flexible and mature work ethic and having gained a number of years experience at this level. This role will be supported by our team of experienced and motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for Report writing. In return our client is looking to offer a competitive basic salary of up to £60k as well as an excellent benefits and bonus package including pension contribution, DIS, PHI etc. 30000.0000 Speciality: Independent Financial Advisor. Location: Colchester, Essex Tue, 21 May 2013 03:05:36 +0100 http://www.workcircle.co.uk/click?j=145832617&from=feed http://www.workcircle.co.uk/click?j=145832617 Leading Wealth Management IFA Practice, in Crewe, are looking to augment their technical team, through securing the services of a Paraplanner... From day 1, you'll enjoy an excellent working environment, a dynamic team to work with, dealing with all aspects of report writing, technical analysis, Pension and Investment research, and the opportunity to resolve technical queries from HNW clients on a regular basis. Ideally, you'll be from a Paraplanner background, FPC and Diploma status (or very near Diploma), have some experience with Investment and Pensions research, be a hard worker, and a team player who wants to progress... Click and apply as this role is extremely rare in the current climate... 0.0000 Speciality: Paraplanning. Location: Crewe, Cheshire Tue, 21 May 2013 03:05:13 +0100 http://www.workcircle.co.uk/click?j=145832573&from=feed http://www.workcircle.co.uk/click?j=145832573 Leading Wealth Management IFA Practice, in Knutsford, are looking to augment their technical team, through securing the services of a Senior Paraplanner, who might be managing a team of Paraplanners... From day 1, you'll enjoy an excellent working environment, a dynamic team to work with, dealing with all aspects of report writing, technical analysis, Pension and Investment research, and the opportunity to resolve technical queries from HNW clients on a regular basis. You may also be responsible for managing other technical staff. Ideally, you'll be from a Paraplanner background, Diploma status (on the way to Chartered Status), have a strong track record of dealing with onshore and off shore products, can carry out tax calculations,have knowledge of IFA platforms and cash flow modelling (ideally Prestwood) also someone who could potentially manage other Paraplanners, as part of the role. Click and apply as this role is extremely rare in the current climate. 26000.0000 Speciality: Paraplanning. Location: Knutsford, Cheshire Tue, 21 May 2013 03:05:11 +0100 http://www.workcircle.co.uk/click?j=145831947&from=feed http://www.workcircle.co.uk/click?j=145831947 Leading Wealth Management IFA Practice, in Wilmslow, are looking to augment their technical team, through securing the services of a Technical Paraplanner... From day 1, you'll enjoy an excellent working environment, a dynamic team to work with, dealing with all aspects of report writing, technical analysis, Pension and Investment research, and the opportunity to resolve technical queries from a small portfolio of HNW clients on a regular basis. Ideally, you'll be from an experienced Paraplanner with Diploma already and on the way to Chartered status, have a wide range of experience with Investment and Pensions research and be able to deal with complex client cases, be a hard worker, and a team player who wants to progress... Click and apply as this role is extremely rare in the current climate... 25000.0000 Speciality: Paraplanning. Location: Wilmslow, Cheshire Tue, 21 May 2013 03:04:48 +0100 http://www.workcircle.co.uk/click?j=145831882&from=feed http://www.workcircle.co.uk/click?j=145831882 One of London's top tier Wealth Management organisations currently has exciting opportunity for an experienced Paraplanner to work alongside their team of support staff and Financial Planners in providing advice to an UHNW UK and international client base. Working within these prestigious open plan offices, the duties of the successful Paraplanner will include research, report writing, client contact, maintaining compliant records and assisting in business development. You must have previous relevant experience as a Paraplanner working within a HNW environment and be comfortable dealing with clients at that level. You will have attained DipPFS as a minimum and have an in depth technical understanding of the pensions/truts and investments markets. This is a fast paced, vibrant working environment and my client is looking for confident ambitious individuals to help drive their business forward. They offer one of the best propositions in the market for both client and employees and it's an opportunity not to be missed. You will earn over 50k in year one. 35000.0000 Speciality: Paraplanning. Location: Central London, London Tue, 21 May 2013 03:04:45 +0100 http://www.workcircle.co.uk/click?j=145831808&from=feed http://www.workcircle.co.uk/click?j=145831808 Exchange Street is currently working with the highly regarded financial planning arm of one of the UK’s leading accountancy businesses as they embark on a major growth plan for 2013. Offering bespoke fee based advice to a genuinely high net worth clientele this firm is considered a true market leader at the pinnacle of wealth management. Following a significant expansion of the accountancy business, the financial services division has identified an opportunity to increase their presence throughout the UK with a focus at this stage on the East Midlands, West Midlands and Yorkshire regions. Working with the wider practice to generate referrals and maintaining established relationships with existing clients, the firm have stipulated that while they are obviously keen to recruit proactive individuals who can add value to the business they do require applicants to bring a client bank. Applicants must hold the full Diploma in financial planning and statement of professional standing. In addition, the successful candidate will likely have prior experience of advising within an IFA environment while a background working within professional practice or with professional introducers will be viewed very favourably. In return the role offers an attractive salary package of c£45,000 with benefits and the opportunity to work in a thriving practice at the forefront of financial planning. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor at Exchange Street. 40000.0000 Speciality: Independent Financial Advisor. Location: East Midlands, England Tue, 21 May 2013 03:04:42 +0100 http://www.workcircle.co.uk/click?j=146843322&from=feed http://www.workcircle.co.uk/click?j=146843322 Our client is a leading a well regarded wealth management firm. They provide holistic advice across investments, tax planning, inheritance, pensions and retirement planning and their capabilities have been recognised by a number of industry awards. Their current business needs have opened up an opportunity for an experienced technical paraplanner to join their team on a 12 month Contract. Working in lovely modern offices in a convenient Central Bristol location, you will be responsible for various tasks including Carrying out research on client’s investments. Drafting of Investment reports on behalf of, and under the direction of Advisers. Completion of advice and completion letters on behalf of Advisers. Occasional face-to-face contact with clients. Dealing with clients on behalf of Advisers and other departments. Attending client meetings with Advisers when required. Facilitate processing of investment business. Providing day to day support for field based advisers. Preparation of application forms and other documents for client meetings. Reinvestment process for maturing investments including arranging appointments. Providing statistics for monthly reporting. Incoming letters, covering all aspects of client instruction and enquiries. Withdrawal requests. Written communication with clients. Client inbound telephone calls. Explanation of company literature and information. The ideal candidate will be close to obtaining level 4 diploma or equivalent and have at least 2 years experience within a technical paraplanner role. You will be conversant in following and demonstrating compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. You will have a proven track record in succeeding and delivering to targets and strict deadlines. In return, our client is offering a salary between £30 - £35k plus the opportunity to develop your skills within an established firm. 30000.0000 Speciality: Paraplanning. Location: Bristol, Avon Tue, 21 May 2013 02:47:51 +0100 http://www.workcircle.co.uk/click?j=148792200&from=feed http://www.workcircle.co.uk/click?j=148792200 Our client is a successful IFA business in Glasgow and they are currently looking for a Senior Paraplanner Ideally the successful applicant will be Chartered or close to completing Chartered status. They will have a minimum of 4 years experience as a Paraplanner (not an administrator) in an IFA office (again no bank staff) Their role will be to head our PP department with 2 other Paraplanners providing guidance and training where required to the other PPs. The applicant will also be our link to the Investment companies, running and making decisions on the Investment Panel and Portfolios we offer our clients. The role will also involve organising and managing the templates we use for reports and preparing client reports. Basics £30-40000 Please call Jason Webber at Astral Recruitment part of Verridian plc 30000.0000 Speciality: Paraplanning. Location: Glasgow, Lanarkshire Fri, 24 May 2013 03:02:55 +0100 http://www.workcircle.co.uk/click?j=149245415&from=feed http://www.workcircle.co.uk/click?j=149245415 Our client, a well established and thriving IFA practice requires a high calibre, experienced administrator member to join their seasoned team. The right individual will have come from an IFA background dealing with pensions and investments for private clients. Main Duties: Provide administration support for Advisor Processing business applications and follow through Compliance administration Liaising with clients Preparing quotations Ad-hoc administration This is an opportunity to work with a good size company who will support you with further industry exams and offer scope for the future with longevity. A generous salary and package awaits the selected individual. If you would like to apply for this vacancy, please contact Stephen Lewis 19000.0000 Speciality: Sales Support. Location: Bury St. Edmunds, Suffolk Wed, 22 May 2013 03:03:40 +0100 http://www.workcircle.co.uk/click?j=146925885&from=feed http://www.workcircle.co.uk/click?j=146925885 We are currently recruiting for a highly successful IFA business who are looking to expand. The business are well established and highly profitable and this role will be to deal with a number of existing clients as well as new enquiries from existing introductory sources. The firm are highly profitable and have been working in a fee environment for a number of years. They want someone with IFA experience and a bit of spark to help them achieve even bigger and better numbers. You must come from an independent background and have a stable and successful track record of achievement. The opportunity here will lead to greater responsibility in the team so a can do attitude is a must. Excellent bonus opportunity also on offer. 35000.0000 Speciality: Independent Financial Advisor. Location: Norwich, Norfolk Wed, 22 May 2013 02:47:29 +0100 http://www.workcircle.co.uk/click?j=145832081&from=feed http://www.workcircle.co.uk/click?j=145832081 Well established and expanding financial services organisation are keen to recruit an experienced and technical Senior Paraplanner to join their growing team. Candidates need to be Diploma Qualified and it is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner and have strong IT skills. Main Duties: - Technical research and preparation for client meetings and attending client meetings where needed - Preparing client reports and suitability letters - Preparing pension transfer analysis reports - Handling technical client queries - Assisting with creation/evolution of client portfolios - Ensuring team complies with FSA and internal compliance procedures - Attending monthly group marketing meetings In return our client is looking to offer a competitive basic salary as well as an excellent benefits and bonus package. If you would like to apply for this vacancy, please contact John Heffernan 29000.0000 Speciality: Paraplanning. Location: Leicester, Leicestershire Tue, 21 May 2013 03:04:53 +0100 http://www.workcircle.co.uk/click?j=145831754&from=feed http://www.workcircle.co.uk/click?j=145831754 Our client is a successful IFA within a niche Private Bank in the city The Director is looking for an experienced Paraplanner The role Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide all advice within a strict ethical and compliance framework and under guidance from the senior paraplanner or Compliance Director. Provide technical support and back up to Sales Consultants and the Sales Support function Complete portfolio reviews and rebalancing requests Deal with client and insurer queries to completion via the telephone or in writing. We feel the client based on the location is offering a very generous package for the right person with basics to £45K plus benefits and the potential for a bonus We are ideally looking for someone with technical expertise and minimum Level 4 Diploma Please contact Jason Webber at Astral Recruitment part of Verridian plc 40000.0000 Speciality: Paraplanning. Location: City Of London, London Tue, 21 May 2013 03:04:40 +0100 http://www.workcircle.co.uk/click?j=145831755&from=feed http://www.workcircle.co.uk/click?j=145831755 Our client is a successful IFA within a niche Private Bank in the city The Director is looking for an experienced Paraplanner The role Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients Provide all advice within a strict ethical and compliance framework and under guidance from the senior paraplanner or Compliance Director. Provide technical support and back up to Sales Consultants and the Sales Support function Complete portfolio reviews and rebalancing requests Deal with client and insurer queries to completion via the telephone or in writing. We feel the client based on the location is offering a very generous package for the right person with basics to £45K plus benefits and the potential for a bonus We are ideally looking for someone with technical expertise and minimum Level 4 Diploma Please contact Jason Webber at Astral Recruitment part of Verridian plc 40000.0000 Speciality: Paraplanning. Location: London, South East England Tue, 21 May 2013 03:04:40 +0100 http://www.workcircle.co.uk/click?j=134798843&from=feed http://www.workcircle.co.uk/click?j=134798843 SHEFFIELD BASED Hours Per Week: 35 Salary Range: Flexible depending on experience Additional Benefits: Bonus potential OTE up the £45,000, generous annual leave entitlement, competitive Pension and Flexible Benefit options. Role Description Salary Guide: £19,200- £25,000(depending on experience) OTE bonus up to £45,000. We have fantastic opportunities for Telephony Account Managers within the Wealth Telephony Team .These are sales roles, with close customer/distributor and internal relationships. If this company is to meet its objective of becoming a leading player in the Savings Investment market and leverage the creation of a new specialist SI distribution model, this role is critical for the delivery of an increase in high quality new business through account ownership and management of identified accounts. A constant focus will be needed on identifying and developing new key intermediary relationships, and improving the relationship, quality and new business generated from existing accounts. The role has two principle areas of focus: 1. Drive New Business Volume To deliver all Individual Savings and Investments volume, funds under management through the relationship management of an allocated panel of intermediary accounts conducted over primarily over the telephone. To increase market share with key target accounts within the panel to achieve both Funds under management and market share targets. 2. Protect existing assets To drive up retention and improve persistency of savings and investments business with panel relationships in line with retention strategy Ensure Intermediaries understand appropriate target audiences for all product lines. You’ll increase market share with key target accounts within the panel to achieve both, APE and market share targets, driving up retention and improving persistency of accumulation business with intermediary relationships in line with retention strategy. You will ensure Intermediaries understand appropriate target audiences for all product lines, ensuring consistent delivery of sales standards, culture and customer experience in line with Distribution’s risk appetite and regulatory standards. Key responsibilities of the role will include: Strong, profitable relationships are developed and managed with business owner and registered individuals and other key contacts at allocated accounts. New business, market share and retention targets are delivered from panel of intermediary accounts. Own Business plans are developed, implemented and regularly reviewed to ensure activity delivers the required objectives. To work with Protection, At Retirement Corporate Consultants where IFAs are general practitioners to manage multiple points of contact To develop and agree an individual personal development plan. Relationships are established, developed and managed with intermediary accounts to maintain and develop an understanding of their key business objectives, so business opportunities can be identified and maximised. Own knowledge of Wealth Propositions and their competitive position in the marketplace is maintained and developed. Detailed and up to date knowledge of competitor propositions. Read widely market activity in the Wealth distribution space. Optimise the use of sales technology to create sales opportunities and processing efficiencies. Monitor all activities and outputs to ensure customers are treated fairly. Essential Knowledge and Skills Strong and thorough knowledge of Individual SI products Strong knowledge of the Investment Process and the Platform market Good knowledge of Wealth distribution landscape. Understand the IFA market (and different business models) including impending changes and future developments. Excellent influencing and selling skills. Knowledge of the financial services industry. Knowledge of the uses of technology to support sales activity. Relationship Building skills. To be fully conversant with the FSAs principles relating to TCF outcomes and to implement and embed the guidelines for self and accounts. Desirable Knowledge and Skills Diploma in Financial Planning (although full support given to attain within 18 months of beginning the role if not achieved already) 19000.0000 Speciality: Sales & Business Development. Location: Sheffield, South Yorkshire Wed, 22 May 2013 02:54:51 +0100 http://www.workcircle.co.uk/click?j=131200402&from=feed http://www.workcircle.co.uk/click?j=131200402 BDM / Wealth Manager Hertfordshire/ City of London Attractive salary benefits and bonus My client advises high net worth individuals, small business owners, families and trustees who require qualified financial advisory specialists to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management. With expansion they need an experienced business development manager to market the company’s investment proposition to professional intermediaries such as legal firms and accounts trustees etc.. You should be well qualified, experienced and used to working in a financial services operation. You will need to develop new and existing professional connections with a view to producing a long term sustainable revenue stream. You will be fully supported by a knowledgeable and experienced back office team, utilising robust systems and up to the minute technology. You should be enthusiastic and aiming to realise your potential in a fee driven firm and enjoy working with in a team environment. You should be Diploma qualified and have or working towards chartered and have retail financial background in intermediary development experience. Ref: 4365 33000.0000 Speciality: Business Development Manager. Location: Hertfordshire, South East England Fri, 17 May 2013 13:30:12 +0100 http://www.workcircle.co.uk/click?j=148639234&from=feed http://www.workcircle.co.uk/click?j=148639234 One of the largest established Independent Financial Advisors in the UK based in Central London are seeking a Private Wealth Administrator to join the team. The Role As an Private Wealth Administrator you provide a complete administration service for 1 to 3 Private Wealth Advisers. The role will deliver a high level of technical support for the Adviser to assist them in the procurement and processing of new business and the servicing of existing clients. You will adhere to strict FSA regulations and internal policy and procedure and support the advisor who will typically look after 250 household clients. Responsibility will include to producing all relevant paperwork for the client/member, on behalf of the Adviser presale, during and post sale. Process all new business documentation in accordance with the agreed Service and Quality standards. Maintain a good standard of data on the relevant database and ensure that all information is added correctly. Deal with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. Develop and maintain good working relationships with the Advisers, colleagues and management in order to provide an efficient and effective service to the Advisers and the clients The Person To be considered for the Private Wealth Administrator role you will need working experience within an administration / sales support role, preferably within the financial services industry. Good communication skills, both oral and written. Good planning and organisational skills. Be an excellent team player with an adaptable and flexible approach to work. You will also be progressing with the CF qualifications (or equivalent) The Benefits The successful applicant will be safe in the knowledge they are working for a financially secure company who well known in the industry. Working 35 hours a week in a central and accessible London location and rewarded with a generous Employee Benefits package PRH1305-213 - Private Wealth Administrator is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, TC etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Please continue to check our website for any other roles which may be of interest. 22000.0000 Speciality: Sales Support. Location: London, South East England Thu, 23 May 2013 02:47:20 +0100 http://www.workcircle.co.uk/click?j=148398234&from=feed http://www.workcircle.co.uk/click?j=148398234 Wealth Advisor Cuckfield Salary: up to £45,000-75,000 incl bonus and strong benefits package My client one of the UK's largest Wealth advisers is currently seeking Wealth advisers to join their business to be based in their Bristol office due to a company acquisition. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,00. To be considered for this role you would ideally have experience within a fee based environment however this is not essential for the role. Whilst leads are provided a strong business development attitude is a must, ideally if you did have a client bank to bring with you this would be very advantageous. Diploma qualification is minumum and my client would be ideally looking for Advisers that are working towards being Chartere if not already. The company actively encourage all IFA's / Wealth Advisors to achieve Chartered status. All IFA / Wealth advisors are office based so there is a need to be in the office about 2 days a week if you live further afield a laptop and blackberry are provided. Benefits Salary up to £75k depending on quals, experience and business levels. Shares in the company Pension, Life assurance and income protection. Excellent on site facilities, gym membership, child care vouchers, Flex benefits including buying up to 5 days extra holiday etc. And many more, for further information contact Lloyd Prior on 0.0000 Speciality: Loans - Other. Location: Haywards Heath, West Sussex Tue, 21 May 2013 02:48:27 +0100 http://www.workcircle.co.uk/click?j=147976956&from=feed http://www.workcircle.co.uk/click?j=147976956 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Horsham, West Sussex Fri, 24 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=147976961&from=feed http://www.workcircle.co.uk/click?j=147976961 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Crawley, West Sussex Fri, 24 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=147976962&from=feed http://www.workcircle.co.uk/click?j=147976962 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Worthing, West Sussex Fri, 24 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=147976960&from=feed http://www.workcircle.co.uk/click?j=147976960 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Reigate, Surrey Fri, 24 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=147976964&from=feed http://www.workcircle.co.uk/click?j=147976964 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Haywards Heath, West Sussex Fri, 24 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=147976958&from=feed http://www.workcircle.co.uk/click?j=147976958 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Eastbourne, East Sussex Fri, 24 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=147976957&from=feed http://www.workcircle.co.uk/click?j=147976957 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Tonbridge, Kent Fri, 24 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=147976959&from=feed http://www.workcircle.co.uk/click?j=147976959 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Guildford, Surrey Fri, 24 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=147976963&from=feed http://www.workcircle.co.uk/click?j=147976963 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Brighton, East Sussex Fri, 24 May 2013 03:03:44 +0100 http://www.workcircle.co.uk/click?j=149040703&from=feed http://www.workcircle.co.uk/click?j=149040703 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Tonbridge, Kent Sun, 19 May 2013 02:33:01 +0100 http://www.workcircle.co.uk/click?j=149040710&from=feed http://www.workcircle.co.uk/click?j=149040710 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Cuckfield, West Sussex Sun, 19 May 2013 02:33:01 +0100 http://www.workcircle.co.uk/click?j=149040707&from=feed http://www.workcircle.co.uk/click?j=149040707 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Reigate, Surrey Sun, 19 May 2013 02:33:01 +0100 http://www.workcircle.co.uk/click?j=149040708&from=feed http://www.workcircle.co.uk/click?j=149040708 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Crawley, West Sussex Sun, 19 May 2013 02:33:01 +0100 http://www.workcircle.co.uk/click?j=149040704&from=feed http://www.workcircle.co.uk/click?j=149040704 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Worthing, West Sussex Sun, 19 May 2013 02:33:01 +0100 http://www.workcircle.co.uk/click?j=149040705&from=feed http://www.workcircle.co.uk/click?j=149040705 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Eastbourne, East Sussex Sun, 19 May 2013 02:33:01 +0100 http://www.workcircle.co.uk/click?j=149040706&from=feed http://www.workcircle.co.uk/click?j=149040706 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Brighton, East Sussex Sun, 19 May 2013 02:33:01 +0100 http://www.workcircle.co.uk/click?j=149040709&from=feed http://www.workcircle.co.uk/click?j=149040709 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Haywards Heath, West Sussex Sun, 19 May 2013 02:33:01 +0100 http://www.workcircle.co.uk/click?j=149040702&from=feed http://www.workcircle.co.uk/click?j=149040702 Employed IFA £45k - £80k car package Package Bonuses Verridian have been retained by one of the UK's largest Wealth advisors who are recruiting a number of IFA's/Wealth Advisors to join their business based near Haywards Heath in Sussex. They offer fee-based, independent financial advice and investment management services to private clients with investable assets in excess of £500,000. To be considered for this role you will be an experienced IFA/Financial Advisor/Wealth Manager working either whole of market or on a restrictive advice basis. HNW clients are provide but the successful candidates must be able to business develop. Diploma qualification is a minimum and full support is provided to reach Chartered Status. All IFA's / Wealth Advisors are office based so there is an expectation to be in the office approximately 2 days per week. A lap top and blackberry are provided whilst you are in the field. Please apply quoting reference RH 23679 45000.0000 Speciality: Independent Financial Advisor. Location: Godalming, Surrey Sun, 19 May 2013 02:33:00 +0100 http://www.workcircle.co.uk/click?j=149439960&from=feed http://www.workcircle.co.uk/click?j=149439960 My client is a fast growing and leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing an advice service to HNW private individuals. Their success has led to growth and they now have a superb opportunity for a diploma qualified, experienced paraplanner to join their team in Edinburgh. Within this role, the paraplanner will be responsible for providing efficient professional support to a Wealth Adviser working within a fee based environment. More specifically, this role will focus on ensuring the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company's database are also important aspects of this role. To be considered by my client, I am looking for an individual who has predominantly been responsible for report writing and research ideally within pre-sale. You will be level 4 qualified with the determination to become chartered in the future. You will have previous or current experience from a fee based environment as well as a track record in discretionary management, cash flow modelling and financial planning, analysis of existing investments and the ability to formulate advice with the Wealth Adviser The paraplanner role is based within a fast paced environment, so you must be able to work under pressure and have the audacity and drive to not be afraid to challenge as well as having the potential to develop others in the work place. In return you will receive the pleasure of working within a motivating and professional environment that houses a great team and an encouraging share culture. The salary is based on experience and will be circa £25-£30k This is an excellent opportunity that will suit a current paraplanner who strives to develop their career within a reputable firm. Please contact Samantha Bunn at RecruitUK in confidence for further detail. 25000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Fri, 24 May 2013 03:04:53 +0100 http://www.workcircle.co.uk/click?j=148398351&from=feed http://www.workcircle.co.uk/click?j=148398351 My client is a fast growing and leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing an advice service to HNW private individuals. Their success has led to growth and they now have a superb opportunity for a diploma qualified, experienced paraplanner to join their team in Guildford. Within this role, the paraplanner will be responsible for providing efficient professional support to a Wealth Adviser working within a fee based environment. More specifically, this role will focus on ensuring the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company's database are also important aspects of this role. To be considered by my client, I am looking for an individual who has predominantly been responsible for report writing and research ideally within pre-sale. You will be level 4 qualified with the determination to become chartered in the future. You will have previous or current experience from a fee based environment as well as a track record in discretionary management, cash flow modelling and financial planning, analysis of existing investments and the ability to formulate advice with the Wealth Adviser The paraplanner role is based within a fast paced environment, so you must be able to work under pressure and have the audacity and drive to not be afraid to challenge as well as having the potential to develop others in the work place. In return you will receive the pleasure of working within a motivating and professional environment that houses a great team and an encouraging share culture. The salary is based on experience and will be circa £25-£32k This is an excellent opportunity that will suit a current paraplanner who strives to develop their career within a reputable firm. Please contact RecruitUK in confidence for further detail. 25000.0000 Speciality: Paraplanning. Location: Bracknell, Berkshire Tue, 21 May 2013 02:48:33 +0100 http://www.workcircle.co.uk/click?j=148398352&from=feed http://www.workcircle.co.uk/click?j=148398352 My client is a fast growing and leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing an advice service to HNW private individuals. Their success has led to growth and they now have a superb opportunity for a diploma qualified, experienced paraplanner to join their team in Guildford. Within this role, the paraplanner will be responsible for providing efficient professional support to a Wealth Adviser working within a fee based environment. More specifically, this role will focus on ensuring the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company's database are also important aspects of this role. To be considered by my client, I am looking for an individual who has predominantly been responsible for report writing and research ideally within pre-sale. You will be level 4 qualified with the determination to become chartered in the future. You will have previous or current experience from a fee based environment as well as a track record in discretionary management, cash flow modelling and financial planning, analysis of existing investments and the ability to formulate advice with the Wealth Adviser The paraplanner role is based within a fast paced environment, so you must be able to work under pressure and have the audacity and drive to not be afraid to challenge as well as having the potential to develop others in the work place. In return you will receive the pleasure of working within a motivating and professional environment that houses a great team and an encouraging share culture. The salary is based on experience and will be circa £25-£32k This is an excellent opportunity that will suit a current paraplanner who strives to develop their career within a reputable firm. Please contact RecruitUK in confidence for further detail. 25000.0000 Speciality: Paraplanning. Location: Guildford, Surrey Tue, 21 May 2013 02:48:33 +0100 http://www.workcircle.co.uk/click?j=148398353&from=feed http://www.workcircle.co.uk/click?j=148398353 My client is a fast growing and leading Wealth Advice and investment management firm who have established themselves across the UK. They specialise in providing an advice service to HNW private individuals. Their success has led to growth and they now have a superb opportunity for a diploma qualified, experienced paraplanner to join their team in Edinburgh. Within this role, the paraplanner will be responsible for providing efficient professional support to a Wealth Adviser working within a fee based environment. More specifically, this role will focus on ensuring the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company's database are also important aspects of this role. To be considered by my client, I am looking for an individual who has predominantly been responsible for report writing and research ideally within pre-sale. You will be level 4 qualified with the determination to become chartered in the future. You will have previous or current experience from a fee based environment as well as a track record in discretionary management, cash flow modelling and financial planning, analysis of existing investments and the ability to formulate advice with the Wealth Adviser The paraplanner role is based within a fast paced environment, so you must be able to work under pressure and have the audacity and drive to not be afraid to challenge as well as having the potential to develop others in the work place. In return you will receive the pleasure of working within a motivating and professional environment that houses a great team and an encouraging share culture. The salary is based on experience and will be circa £25-£32k This is an excellent opportunity that will suit a current paraplanner who strives to develop their career within a reputable firm. Please contact RecruitUK in confidence for further detail. 25000.0000 Speciality: Paraplanning. Location: Edinburgh, Midlothian Tue, 21 May 2013 02:48:33 +0100 http://www.workcircle.co.uk/click?j=147719277&from=feed http://www.workcircle.co.uk/click?j=147719277 Chartered Financial Consultant - IFA Wealth Practice My client is a leading IFA Wealth Practice, and looking to augment their advisory team, by securing a Chartered Financial Consultant to service HNW clients in the London area. From day 1, you'll get access to an established client base of 400 HNW Clients, who are mostly in Fund Management in the City, that will added to your clients, to allow you to attain a six figure On Target Earnings. Furthermore, the opportunity to work within the city, dealing with this calibre of clients, is a rare prospect in the current market place. Ideally, you'll be fully Chartered as a Financial Planner, experienced in dealing with HNW/Affluent clients, fully CAS - Competent Advisor Status have the gravitas to work with high net worth private clients on a regular basis. Click and apply asap, as this role is a rare opportunity in the current market. 45000.0000 Speciality: Consultancy. Location: London, South East England Wed, 22 May 2013 02:54:59 +0100 http://www.workcircle.co.uk/click?j=145833570&from=feed http://www.workcircle.co.uk/click?j=145833570 Wealth Manager - London £45,000 - £65,000 Bonus Benefits package This highly regarded fee based Asset Management practice based in the City as now looking for a wealth manager/IFA. You will have previously worked in this environment and be diploma/part qualified with excellent relationship building skills. You will also be required to have some client following but quality leads will be provided via their introducer sources on a regular basis. You will be dealing with HNW/UHNW private clients on a day to day basis. This business is very well established and is well prepared for RDR. They have around £450million under management. This is a great opportunity for a motivated IFA that wants to work for a dynamic and ethical business. 45000.0000 Speciality: Independent Financial Advisor. Location: City Of London, London Tue, 21 May 2013 03:05:45 +0100 http://www.workcircle.co.uk/click?j=145831858&from=feed http://www.workcircle.co.uk/click?j=145831858 Leading UK Financial Services practice require a good individual for their Private Wealth team. The main activities of the firm are not focused in one particular area of advice but rather spread across the whole range of full financial planning and asset management. The team are highly motivated, enthusiastic and there is always the opportunity for the right person to progress within the company who encourages and supports staff to study towards financial services diploma and beyond. The role will be to support the IFAs and work closely with the paraplanners. Experience as a paraplanner or senior sales support essential and some qualifications would be preferred. If you would like to apply for this vacancy, please contact Robert Pender 22000.0000 Speciality: Sales Support. Location: London, South East England Tue, 21 May 2013 03:04:44 +0100 http://www.workcircle.co.uk/click?j=146371858&from=feed http://www.workcircle.co.uk/click?j=146371858 The National Employment Savings Trust (NEST) is a new workplace pension scheme. It's been designed around the needs of employers and workers and offers a low cost, easy to use way to save for retirement. We champion: Easy on-line access Clear communications High Quality Governance Award Winning Investment Scheme We work with the best outsourcing partners to deliver the scheme. Our employees are highly experienced coming from both the public sector and private enterprise and combine a wealth of relevant commercial experience with a passion to bring a bold new vision to workplace pensions. Employers engage with NEST through a number of different channels including face to face, through intermediaries and remotely through our telephone account management team. The Head of Remote Relationship Management has a key role in ensuring NEST builds relationships with high volumes of intermediaries and their employer clients, where face to face distribution is not possible. If you have experience of successfully managing a telephone based sales team in pensions or other regulated financial services environment, we would be keen to hear from you. NEST are already working with some of the largest employers in Britain to deliver workplace saving for their employees - this role could help us reach even more employers. This role will be based in our offices in London. If this sounds like an interesting challenge, please visit our careers page for a full job description and to apply. 0.0000 Speciality: Pensions. Location: London, South East England Fri, 24 May 2013 02:57:36 +0100 http://www.workcircle.co.uk/click?j=149245390&from=feed http://www.workcircle.co.uk/click?j=149245390 Administrator Hampshire Salary to £25,000 depending on experience benefits and bonus My client is a very successful Investment focused IFA with a superb working environment. They have an immediate need for a senior office administrator to join their existing team of admin staff and assist on the day to day running of the office. Duties will also involve dealing with investment and pension administration. You will be tasked to provide a professional service to both new and existing clients and assist in the servicing of these clients. You must be able to operate as part of a team, be experienced in diary management and have confidence in your ability to prioritise and be organised with your approach to using an office management system. Your role will be to provide full support to their advisers which will include the submission and processing of new business, providing an ongoing service to clients to include obtaining illustrations preparing paperwork for client meetings and ensuring that all information is available for appointments, as well as maintaining the back office system, dealing with client queries and producing annual reviews. Financial services IFA experience is essential and experience of 1st software (Avelo) or a similar IFA software package would be useful. Ref: 4406 22000.0000 Speciality: Sales Support. Location: Alton, Hampshire Wed, 22 May 2013 03:03:39 +0100