Career opportunities

Position: Partner

Location: London, City

Salary range: Flexible, plus a generous incentive scheme

Job type: Permanent

Reference: 1115

 

Our client is looking for a senior individual who will be a 'Partner' from day one and then a 'Designated Partner' in 6- 18 months. The new Partner would buy into the partnership, which would be spread over a number of years and can be taken from income produced.

 

This individual would be based in their offices in Farringdon however they can work remotely i.e. 3 days a week from the office and 2 days a week from home if preferred. Ideally the individual will write £100,000 in their first year, although they appreciate that it is going to take 3-6 months to get the business and clients transported over.

 

It is preferred that the successful individual is AFPC qualified or equivalent and if not they are progressing towards it, however they do not have to be a technical expert as they have technical support on hand.

 

The firm would like to apply to become a Chartered Financial Planning business next year therefore if the individual holds Chartered status it would be helpful but not essential.

 

A confident individual with a history of writing good business and someone that prides themselves on providing good quality long term advice, not transactional business. Fee based background preferred. 

 

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Position: Financial Consultants

Location: London, City

Salary range: Self employed - highly competitive structure

Job type: Permanent

Reference: 1071

 

Our client is one of the most successful firms of independent financial advisers in UK, situated in the heart of the city. The business is 100% owned by the staff and the consultants.

 

They have created a welcoming and friendly environment for consultants. They unashamedly focus on the top end of the market and we expect the highest standards of regulatory compliance. But the framework is friendly and supportive. They supply training facilities, marketing back-up, administrative support. The consultants are generally highly qualified and have a range of specialist areas of knowledge and skills.

 

They are looking for strong individuals to join their team. You must have a real sense of self belief and the drive to achieve coupled with a desire to shape your own destiny. If this sounds like you then this company could be the perfect place to either launch or continue your career and build your own business with the support of highly experienced individuals around you. 

 

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Position: Branch Head

Location: Leicester

Salary range: Up to £100,000 with an excellent bonus incentive scheme and benefits package

Job type: Permanent

Reference: 1161

 

Established in 2000, the vision was to create a national company dedicated to providing expert, and truly independent financial advice to all clients. They have achieved their aim by employing only top-quality independent financial advisers, who advise from a position of informed expertise, underpinned by the highest ethical standards and with a common philosophy: to forge long term relationships with clients and to provide expert, independent advice.

 

Our client is looking for someone with the drive and ambition to thrive on running the business in London. The person will have the freedom to express themselves and use their initiative to build new relationships to gain new clients and in turn bring in business both personally and for the office. This person does not need have to have management experience, but have the ability to learn and a proven track record of success. 

 

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Position: Financial Consultants

Location: London, City

Salary range: £40,000 - £60,000 plus a competitive bonus and benefits including; car allowance, Mileage paid, train fares, 7% er' (5% in 1st 12 months) DISx4 (includes terrorism cover), PHI 75% (after 6 months), PMI individual, share option scheme, share save scheme and 23 days holiday - going up one day a year

Job type: Permanent

Reference: 1077

 

Due to the success and profitability of the London office our client has now reached point where they would like to recruit additional financial consultants. They have the facilities to accommodate more professionals within their offices. Although there is the opportunity to utilise other offices around the country too and there is the option of being set up at home also so that work can be managed affectively.

 

Our client would assist the individual/s in gaining a thorough understanding of the business and the people within it and offer the opportunity to visit their other offices and meet the main board directors. They will also assist with leads both on the corporate and private client side.

 

The individual/s will be comfortable with the company’s vision and values of caring and being committed to the client. Also the belief in long term relationships and that the service to clients should be second to none.

 

The individual/s will be committed to financial planning and be very much service orientated, financial planning and structuring, not product selling. Although there is the need to make money, there is still the duty of good service to the clients.

 

Ideally the individual's will hold AFPC/Advanced Diploma, possibly Chartered status or a Certified Financial Planner. A wealth of experience will have been gained in financial planning working for a professional practice that values the client relationship and the need for sound advice. This knowledge can be in either private client or the corporate arena. 

 

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Position: Senior Financial Planning Manager

Location: Redhill/New Malden

Salary range: Flexible salary along bonus incentive scheme and benefits to include; PMI, Pension and DIS

Job type: Permanent

Reference: 1142

 

This is an opportunity for a highly qualified and experienced financial planner to set up a financial planning office for our client within a top 20 chartered accountancy practice in Redhill. It will give the individual an exciting challenge to be part of building a successful office and be very much part of the decision making.

 

To establish a new branch within the head office of a top 20 firm of Chartered Accountants

Focusing on building relationships with professionals including accountants, solicitors and chambers of commerce

Building relationships with contacts known to the Chartered Accountants including solicitors and the chambers of commerce to generate new business opportunities

Management of one existing adviser

Recruit additional adviser once new business opportunities have increased enough to support them

Developing the Chartered Accountancy Firm relationship to assist existing consultant in gaining new business from the partners

Ability to produce good levels of business and the capability to build on that

Report and work with the Managing Director

1st software in place

Clients are mainly business owners and HNW

Charge fees for client reports and fees for transactions

Other offices include New Malden, St. Albans, West End, Romford and the City

Highly qualified financial planner

Self motivated

Dynamic

Entrepreneurial

Commercially minded

Focused on results

Effective decision maker

Experience of working with accountants is a requirement

Strong technical expertise in tax, pensions and investments

Comfortable dealing with business owners and HNWI’s

Proven track record of building lasting relationships with clients and introducer

 

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