Financial Advisor

Financial Advisor

Location: London

£45k-£60 (Depending on experience)

Are you a Financial Advisor seeking an excellent new opportunity with long term career prospects working for one of the UK’s leading discretionary wealth managers

Our client is a multiple award-winning firm and deals with HNW and UHNW individuals providing a range of services from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

They now require a Financial Advisor to join their team of incredibly ambitious individuals.

You will have at least one year of practical experience as an Advisor and be at least level 4 diploma qualified with the intention to gain further professional qualifications towards chartered status


Key tasks and responsibilities:

• Provision of regulated advice across limited licenced areas whilst identifying opportunity for referral to the core business.

• Establishing and managing a client base providing financial advice to meet current and future client requirements.

• Development and maintenance of strong and effective client relationships.


The role requires the following skills and attributes:

• Level 4 qualified

• Confident dealing with HNW clients

• Excellent Time Management

• Strong written and verbal Communication skills

• Active team member

This is an excellent opportunity to work within an innovative and growing firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous package and the support to develop your skills and further your career as a Financial Advisor.

There is also an opportunity for hybrid working, with the potential to work 1-2 days from home.

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Chartered Financial Planner

Chartered Financial Planner

Location: London

£70k-£100k+ (Depending on relevant industry experience)

Our client is a multiple award-winning firm and deals with HNW and UHNW individuals providing a range of services from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

They now require an experienced Chartered Financial Advisor / CFP with a minimum of 5 years of experience dealing with complex planning scenarios to join their team.

Key tasks and responsibilities:

– Developing a client base and acting as the main point of contact, focussing on individuals with typically in excess of £1m of investable assets.

– Delivering accurate, well-drafted and compliant advice within agreed timescales and cost budgets.

– Contributing to the continued improvement of the client experience and the firm’s knowledge base.

– Networking at professional events and bringing new clients into the business.


This role requires the following skills and attributes:

– 5 years of experience as a Chartered Financial Advisor

– Experience of dealing with HNW and UHNW individuals

– Ability to work under pressure

– Excellent organisational skills

– APFS Qualified

Benefits

– Exceptional Company Pension and health care scheme

– Season ticket scheme Cycle to work scheme

– Centrally based offices in the heart of London

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Operations Executive

Operations Executive

Location: London

£70k-£100k (Depending on relevant industry experience)

A truly exceptional opportunity for an experienced Operational Executive to join a multiple award-winning firm that deals with HNW and UHNW individuals providing financial planning services, wealth structuring plans and investment advice.


Key tasks and responsibilities:

Reporting to the Board, the successful candidate will be accountable for the development of the operational aspects of the business required to deliver the company’s recently agreed 5-year plan, which targets assets under influence of £1.5Bn and anticipates a quadrupling of headcount.

The Operations Executive is a functional role, the holder of which will engage with all aspects of the business from Front Office and Investment Services through IT and third party service providers to legal, compliance, HR and finance, with responsibility for the design and maintenance of processes and systems to drive continuous efficiency improvements and ensure clients receive an outstanding experience.


This role requires the following skills and attributes:

– 5+ years’ experience in a similar role

– Excellent time management skills

– Excellent communication skills

– Excellent attention to detail

– The ability to engage positively with all stakeholders, both internal and external

Benefits:

– Exceptional salary

– Discretionary bonus

– Potential equity in the business

– Many other benefits

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Paraplanner Assistant

Paraplanner Assistant

Location: North London

£25k-£35k (Depending on relevant industry experience)


Our client is a highly successful, medium-sized Wealth Management firm that offers a wide-range of services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.

Due to the continued success of the firm, they are now requiring a Paraplanning Assistant to join and strengthen their team.

The successful candidate will ideally have a minimum of two years relevant industry experience with the ability to ensure work is carried out in a compliant manner.


Key tasks and responsibilities:

As a Paraplanner Assistant, you will be assisting and supporting the Paraplanning team with guidance from the Paraplanning Manager, other duties including:

– Updating and maintaining the back-office system

– Assisting the Paraplanning team and Advisory team

– Downloading and saving contract notes to client records

– Liaising with clients to arrange meetings and appointments


This role requires the following skills and attributes:

– Excellent time management skills

– Excellent communication skills

– Understanding of using XPlan

– Good knowledge of Microsoft software eg Excel, Outlook etc

– Excellent attention to detail


Benefits

– Hybrid working

– 25 days holiday

– Excellent pension scheme

– Excellent study support scheme for anyone interested in obtaining the Level 4 Diploma in Financial Planning.

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New Wealth Administrator

New Wealth Administrator

Location: North London

£25k-£35k (Depending on relevant industry experience)


Our client is a highly successful, medium-sized Wealth Management firm that offers a wide-range of services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.

Due to the continued success of the firm, they are now requiring a New Wealth Administrator professional to join and strengthen their team.

The successful candidate will have a minimum of two years relevant industry experience with the ability to ensure work is carried out in a compliant manner.


Key tasks and responsibilities:

As a New Business Administrator, you will be assisting with processing and submitting all forms of new business with other duties including:

– Updating and maintaining the back-office system

– Ensuring all new business is processed to completion

– Downloading and saving contract notes to client records

– Liaising with clients to arrange meetings and appointments

– Liaising with Advisers fortnightly with updates on specific cases


This role requires the following skills and attributes:

– Excellent time management skills

– Excellent communication skills

– Understanding of using XPlan

– Good knowledge of Microsoft software eg Excel, Outlook etc

– Excellent attention to detail


Benefits

– Hybrid working

– 25 days holiday 

– Excellent pension scheme

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Paraplanner

Paraplanner

Location: North London

£30k-£35k (Depending on relevant industry experience)


Our client is a highly successful, medium-sized Wealth Management firm that offers a wide-range of services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.

Due to the continued success of the firm, they are now requiring a Paraplanner to join and strengthen their growing team.

The successful candidate will ideally have past experience working as a Paraplanner.


Key tasks and responsibilities:

As a Paraplanner you will be assisting and supporting the Financial Advisers in a compliant and efficient manner, duties including:

– Assisting and supporting the Advisory team

– Building cashflow models/Forecasting

– Liaising with clients to arrange meetings and appointments

– Attending client meetings with Advisers (if required)

– Building relationships with clients


This role requires the following skills and attributes:

– Excellent time management skills

– Excellent communication skills

– Understanding of using XPlan

– Good knowledge of Microsoft software eg Excel, Outlook etc

– Ability to work individually and as part of a team


Benefits

– Hybrid working

– 25 days holiday

– Excellent pension scheme

– Excellent study support scheme for anyone interested in obtaining the Level 4 Diploma in Financial Planning.

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Paraplanner

Are you a Diploma qualified Paraplanner seeking an excellent new opportunity with long term career prospects working for one of the UK’s leading discretionary wealth managers               

Our client is a multiple award-winning firm and deals with HNW and UHNW individuals providing a range of services from bespoke, discretionary investment management to retirement planning and tax-efficient investing.

They now require a Paraplanner to join the team of incredibly ambitious individuals of Financial Planners and Investment Managers. As paraplanner you will liaise across the team providing technical expertise to achieve client goals and expectations.

The successful candidate will have previously worked as a Paraplanner with the ability to ensure work is carried out in a compliant manner.

Key tasks and responsibilities: 

  • Providing technical support to the Advisors
  • Analysis of client aims and objectives
  • Responsible for providing accurate and compliant advice within specific timescales
  • Acting as an effective point of liaison between advisory and support teams
  • Produce robust financial plans and analytical information

The role requires the following skills and attributes: 

  • DipPFS Level 4 qualified with previous experience as a Paraplanner
  • Confident dealing with HNW clients
  • Excellent Time Management
  • Strong written and verbal Communication skills
  • Active team member

This is an excellent opportunity to work within an innovative and growing firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous package and the support to develop your skills and further your career.

There is also an opportunity for hybrid working, with the potential to work 1-2 days from home.

Continue Reading