IFA, London/South East, OTE £100k plus

Independent Financial Adviser (IFA) vacancy with this highly reputable financial services firm based in London/South East. OTE £100k plus

We are offering opportunities to existing experienced Independent Financial Advisers (IFAs) to maximize their earnings potential and benefit from outstanding service and commission levels within fully RDR compliant and professional organisation.

Whilst advisers with their own client bases are of interest, our client is also keen to meet less established IFAs. In the last twelve months the firm has recruited 4 self-employed IFAs, all of whom are on track for £100,000+ production per annum.

The ideal candidate would have minimum level 4 qualifications initiative, energy and enthusiasm. The ability to self-motivate with excellent communication and interpersonal skills is a must.

Remuneration levels are generous and offer 50% of all revenue up to £80,000 in a calendar year and 80% of all revenue thereafter in the IFAs’ favour. In addition, an opportunity may also be available to purchase equity / shares in the company for those who join and establish a successful track record.

Our client is a highly reputable business specialising in providing truly independent financial advice primarily on a fee based basis. The successful Independent Financial Adviser ( IFA ) will have the advantage of operating from a prestigious London office, with first class administrative support, Professional Indemnity Insurance, T&C and Structured CPD and 100% compliance monitoring together with RDR compliant investment management solutions and research.

The role demands an excellent level of computer literacy and the successful Independent Financial Adviser ( IFA ) will be able to demonstrate a good level of IFA sector experience e.g. Financial Services, Stockbroking, Private Banking or Bank Assurance and be Level 4 qualified or perhaps one exam away from this.

If you wish to be considered, please forward a CV in Word format, by e-mail, in confidence quoting reference 774.

WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK

To apply for this role, please click here.

Financial Advisor Vacancy, Thailand or Malaysia

Financial Advisor opportunity with one of Asia's leading Wealth Management companies. Thailand or Malaysia.

Faramond strives to be a global leader in international wealth creation and management for private and institutional clients. We are continually broadening our global reach, not only by entering new markets, but by expanding and improving the services we provide in those markets where Faramond is already active.

Our core business is and will remain delivering superior investment returns in a wealth management capacity. Building on our solid foundation in Asia, Faramond is rapidly expanding around the globe, with clients in 38 countries.

We are now seeking a Financial Advisor to join our team in Thailand or Malaysia.

Role Description:

- Providing investment and financial advice to the expatriate client base, predominantly throughout South East Asia.
- Generating new business by marketing a variety of investment products.
- Ongoing analysis of offshore products and investments
- Developing intimate knowledge of portfolio construction and fund market
- Monitoring Portfolios and making fund sale or purchase recommendations
- Analysing the global markets and keeping abreast of economic fundamentals
- Generating new leads through active marketing

Do you have any of the following skills?
1) Sales Prospecting and Leads Generation.
2) Appointment Setting, Cold Calling, Rapport and Presentation.
3) Objection Handling and Negotiating.
4) Sales closing and the ability to complete required documents.
5) Cementing the sale and getting referrals.
6) Computer, Internet, Email and the ability to handle Sales Tools.
7) Pleasant Personality, Aptitude, Work Ethics.

Are you a qualified Financial Advisor, Mortgage Advisor, a Sales Professional or have some degree of sales experience in the Financial Services Industry, the Sales/Marketing Industry or a related industry?

Are you hungry for money and success and do you have the patience, perseverance and drive to achieve these?

The most important question however is – do you want live and work in Asia (either Bangkok or Kuala Lumpur) and are just looking for the right career opportunity to make this happen?

Please note that this is purely a commission only role. The income potential however is massive – an average of GBP60K-100K per annum once you are fully up and running. Highly experienced advisors can earn and do earn much more than that. Like any other job role in the world, the first year is considered your adjustment period and realistically you shouldn’t expect to earn more than GBP50K. Granting that you will be living in Asia, these levels of income will allow you to live the lifestyle of your choice.

You will be provided with the following free of charge :

1) Full office structure, facilities and services
2) Managerial, sales, technical, administrative and basic secretarial assistance
3) Initial and ongoing training and the opportunity to acquire or further financial industry qualifications
4) Generous commission structure

To apply for this position, please click here.

Compliance Executive, Peterborough

Compliance Executive vacancy with this reputable financial services firm, based in Peterborough.

The Profile:
An opportunity exists to join the Compliance Advisory Team of a highly reputable financial services organisation based in Peterborough. This role will focus on providing support to the Head of Defined Contributions Compliance to ensure that, as new products and processes are developed, the business will remain compliant with law and regulation. A solid technical understanding of Defined Contributions is essential and used to working in a compliance environment.

The Duties:
• Helping the Defined Contributions business to maintain compliant systems and processes that accommodate new products and services or changes to existing products and services, arising out of new regulations or business strategy
• Reviewing client communications and marketing material, including financial promotions for technical accuracy and compliance with FSA requirements
• Resolving any complaints made under the FSAs complaint handling procedures and assisting trustees in resolving complaints made under their Internal Dispute Resolution Procedures
• Taking responsibility for timely submission of a range of regulatory returns, required by FSA, HMRC and the Pensions regulator are submitted on time.
• Preparing and maintaining a register of legal agreements to ensure that the terms offered to each client can be readily identified.
• Assisting in framing responses to consultation documents
• Provide support to senior leads on specified compliance projects and initiatives, including for example new regulations, for instance, automatic enrolment, solvency II etc. Active participation in working party groups set up to facilitate the implementation of the strategic initiatives and other business developments.
• Provide proactive advice to issues raised by the business on compliance and technical issues
• Assist in communicating compliance issues to the business
• Working on new product initiatives and other important business projects providing timely advice on compliance matters.

The Person:
• Used to working in a Defined Contributions technical and/or compliance environment
• A strong working knowledge of pension processes, regulation and legislation
• Enjoys working in a fast-paced, high-intensity environment and willingness to work hard to meet varying levels of deliverables
• Excellent analytical and communication skills
• Act with the highest integrity and professionalism in all their endeavours
• Think creatively
• Express a strong desire to work in a team
• Respond effectively to management direction and clients’ needs
• Demonstrate the ability and initiative to handle increasing responsibility over time
• An entrepreneurial spirit that is willing to take on additional responsibility quickly

To apply for this position, please click here.

Defined Contributions Compliance Consultant, Peterborough

Defined Contributions Compliance Consultant vacancy with this reputable financial services organisation based in Peterborough.

The Profile:
An opportunity exists to join the Regulatory Monitoring Team of a highly reputable financial services organisation, based in Peterborough. This role will focus on creating and implementing a risk based regulatory monitoring plan for the Defined Contributions business, ensuring that the appropriate regulations which impact it are being met. It will involve travelling to the London offices on a regular basis, in order to meet with the business and the wider compliance team. A proven track record in this field is required.

The Duties:
• Producing and implementing a risk based regulatory monitoring programme covering all relevant FSA, HMRC & Pension regulatory rules
• Documenting issues, report writing and presentation of issues
• Review of regulatory changes, in conjunction with other Compliance Department members and considering the potential impact to the monitoring programme
• Liaison with the wider Compliance team on an ongoing basis
• Liaison with other business units and other external parties regarding the reviews

The Person:
• Used to working in a Defined Contributions compliance monitoring environment
• A strong working knowledge of pension processes, regulation and legislation
• Excellent numerical and analytical skills
• Act with the highest integrity and professionalism in all their endeavours
• Strong interpersonal skills, strong written and oral communication skills
• Ability to work without close supervision and to meet deadlines
• Ability to communicate effectively at all levels within the firm
• High standard of accuracy and excellent attention to detail
• Collaborative team player
• Ability to work on team projects and also work autonomously

To apply for this post, please click here.

Quality Monitoring Officer, Leading Financial Services Network, Cheltenham

Compliance Quality Monitoring Officer role with one of the UKs leading Networks, based in Cheltenham. Fantastic opportunity!

Job Purpose:
To monitor the quality of advice provided by network members in conjunction with ‘Treating Customers Fairly’

Main Duties:
• Selecting appropriate files for checking to include:
• Checking 1 in 8 files for the advisers within allocated firms.
• Checking adviser competency across a range of business areas.
• Checking for appropriate license approval.
• Reviewing remedial cases and agree actions and deadlines for advisers
• Identifying learning points for the advisor to assist their CPD.
• Identifying issues with file quality & bring to the attention of the Head of Central Monitoring.
• Maintaining own competence & regulatory knowledge to ensure effective file checking.
• Assisting in complaint handling and financial promotion sign off as required.

Qualifications:
Certificate in Financial Planning modules CF1-CF6.
Additional qualifications when looking at specialist advice areas

Skills:
Effective communicator
Attention to detail
Ability to analyse information
Highly organised
IT literate

Experience:
Mandatory: Experience of working in financial services
Desirable: Experience of working in compliance environment.

To apply for this role, please click here.

Financial Adviser, China

Financial Adviser opportunity with one of Asia Pacific's largest Financial Consultancies, based in Shanghai, China.

Due to continued success our client is looking to expand its operation and are looking to recruit high calibre and experienced Financial Consultants. Successful candidates will join a very successful team in providing advice to High Net Worth expatriates.

The company is very committed to continuous professional development, and will ensure that full comprehensive training is given; the company will also provide accommodation and flights. This is a commission only role.

To apply for this position please click here.

Paraplanner, West Byfleet

Paraplanner vacancy with financial services firm in West Byfleet. We are looking to recruit a Paraplanner to join our team with offices in the West Byfleet area. The role involves providing support to a progressive IFA with a rapidly expanding client bank. Advice is focused around pensions and investments primarily, but also covers some Insurances and Later Life Planning. Previous experience in a similar role is important.

On offer is an excellent basic salary, the possibility of career progression, ongoing encouragement, plus a bonus scheme.

Job Description
• Preparation for client meetings
• Product research
• Report writing including pension transfer reports
• Processing paperwork and submitting to providers
• Dealing with client queries
• Managing and Implementing Efficient Business Processes
• Preparing valuations and reports for portfolio reviews
• Administering and improving the ‘back office’ functionality of the business
• Business processing and ensuring FSA and compliance requirements are met
• Monitoring case progression though to completion
• At least part qualification in Financial Services industry is expected.

Personal Attributes
• Excellent self management and organisational skills
• Ability to focus on the task at hand
• Attention to detail is paramount
• Commitment to delivering the highest standards of customer service
• Good IT skills
• An excellent working knowledge of the products in the industry
• A fun and positive attitude to work and willingness to integrate into a friendly office 

To apply for this position, please click here.

IFA, Dubai

I am looking for ambitious and qualified financial advisers to build a strong team in Dubai within our boutique independent wealth management company, Acuma Wealth Management. You must:

• Be an enthusiastic and creative adviser with personality, technical knowledge and aspirations
• Have experience within a financial services company/IFA practice or investment bank
• Have achieved the Financial Planning Certificate (or industry equivalent) with industry experience and clear goals

Besides the obvious lifestyle advantages, Dubai is a superior place to work with a diverse set of international colleagues and clients in a tax-free environment that attracts professionals from every industry now more than ever. In spite of some of the recent global economic setbacks, most of the residents here are keen to safeguard their financial futures whether they stay in the region or not.

This is a terrific opportunity to explore new career opportunities with a like-minded dynamic team.

Please apply by clicking here.

Exceptional Opportunity for an Employed IFA, Clients Provided, London

Exceptional opportunity for an IFA to work with award winning financial services company, based in London. An excellent opportunity has arisen within a prestigious, independent national IFA firm as an Independent Financial Advisor specialising in advice within a niche market. This position is particularly attractive as you are not encouraged to have your own client portfolio.

You have the opportunity to join this award winning company who are investing heavily in the future.

As an Independent Financial Advisor you will offer advice to professionals working within the medical sector. It is expected that you will have experience of full holistic planning.

You must be level 4 qualified, with an excellent proven sales track record and a professional approach. You must also be sales and money driven. Full admin support is provided, together with marketing support and the opportunity to take over an active client base.

In return, you will receive a competitive salary with an excellent benefits package.

To apply for this exciting opportunity please click here.

IFA, Manchester, HNW Clients and All Leads Provided

Independent Financial Adviser vacancy with this well established advisory firm in Manchester. Employed or self employed package. High Net Worth clients and all leads provided.

An exciting opportunity has arisen to join a well established Independent Financial Advisory firm that have a unique route to market and provide advice within a niche sector. The organisation is well established having been in business for over 50 years and have an excellent reputation for providing a holistic solution in the HNW arena.

You have the opportunity to join this company as an IFA providing advice to qualified High Net Worth individuals.
As an Independent Financial Adviser you will provide advice to clients that are generated upon your behalf in the mass affluent to HNW market place. Although they have a niche specialism you will be expected to provide holistic advice to your client portfolio.

You will have previous experience as an IFA having ideally worked in the HNW market place, it is expected that you will be DipFS with an exemplary track record and demonstratable success.

In return you will be provided with an unrivalled level of client support, head office support and a competitive employed or self-employed package. 

To apply for this excellent role, please click here.

Employed Chartered Financial Planner / IFA, City of London, Top Role!

Top employed role for successful IFA with this leading financial services firm in the heart of the City of London. Our client, an Independent Financial Adviser and a leading Wealth Management firm located in the heart of the City of London, has returned to the marketplace to recruit a high calibre Wealth Manager (IFA). Due to exceptional growth and ambitious growth plans, the organisation wants to add another Chartered Financial Planner to serve/provide holistic financial planning advice and a wealth management service to an expanding directory of HNW individuals.

The firm’s proposition is strong and reflects an advisory house of a ‘New Model Adviser’, where the advice process is provided in-house, on a fee only basis and a WRAP platform is used. All employees are salaried and as a directly authorized firm the regulatory compliance function/reporting is the responsibility of the company. The firm’s clients are primarily high-end bankers and lawyers. Administrative and Paraplanning support is provided.

Important pre-requisites for applicants:

o Strong inter-personal and relationship development skills
o Sufficient gravitas in providing holistic advice to discerning and astute HNWI’s
o Possess good management foresight and ability
o Have an entrepreneurial spirit and be a team player

Candidates must be Chartered (preferably IFA’s) and experienced at working with HNWI’s with a demonstrable and proven track record on meeting KPI’s. Although, clients are provided, you will be required to help the company expand its client-base and assets under management, as well as working alongside in-house introducers.

To apply for this fantastic opportunity, please click here.

Self Employed IFA , Birmingham

Self Employed IFA role with this well established, RDR ready, financial services firm, based in Birmingham. Self Employed ~ 70%/30% With RDR on the horizon and a very real situation, my client has been proactive and is 100% RDR ready and friendly. The company offers total RDR support and development through to diploma. However, RDR is not just about obtaining your diploma, it is about the client investment proposition and it’s clarity. The company has spent 1.5 years researching and developing an investment vehicle that is not rivalled in the market, giving your client the best investment opportunities possible. This is Portfolio Modelling(Fund Research) has proven to be extremely key to the success of the current IFA’s within the company. For the Independent Financial Advisor / IFA, my clients USP lies in ownership. Knowing the true value of a companies staff, the company is giving ownership to the Independent Financial Advisor / IFA. This creates a company where every Independent Financial Advisor / IFA has a vested interest in the success of the company. To apply for this position please click here.

Compliance Associate with Leading Asset Management Firm, City of London

Compliance Associate vacancy available with this well established asset management firm, based in the City of London

Salary to £55k

Our client provides financial services for private individuals and institutional clients and their advisers; offering a wide range of investment management, trust, banking, advisory, educational and administrative services to clients. They offer professional, high quality services delivered by specialists via personal one-to-one relationships. Their services have been developed over many years in line with client needs and their commitment is to service, developing and maintaining strong, lasting and mutually beneficial relationships with clients and their conservative approach are fundamental to their proposition.

For further details and to apply for this position, please click here.

Head of Execution Only Vacancy, Bristol £120k

Head of Execution Only position with this Bristol based financial services company - £120k Our client is looking for a professional individual with an Execution Only background to join their Senior Management team. The successful applicant will be used to working in a fast-paced environment, customer focused with experience in propositions and marketing. Main responsibilities: • Proposition definition and development • Top line growth and margin • Service quality • Control, compliance and risk management Skills and Experience • Financial Services experience is a must, ideally dealing with retail investments, savings, etc. • Previous Proposition and Marketing experience with management responsibility for client services and IT Please see the full job description attached for further information and to apply.

Paraplanner, Witney, Oxford

Paraplanner vacancy with this well established financial services firm in Witney, Oxfordshire.

The opportunity:

We have an opportunity for you to join an established and growing firm of Independent Financial Advisers specialising in Portfolio Management, Self Invested Personal Pension Plans & Wrap platforms.

Expert Financial Solutions Ltd were the first company in Oxfordshire to achieve the coveted Chartered Financial Planners award.

We would like you to join a close-knit team who directly support the two directors in their advisory capacity.

For full details and to apply, please click here.

Sales Director Role with UKs Leading Network, Cheltenham

Sales Director role with the UKs leading financial services Network, based in Cheltenham,  Gloucestershire. Job Purpose The purpose of the role is to provide leadership and direction to the Sales division of the Group, comprising ancillary sales, media and marketing activities in order to meet company targets for retention, growth and profitability, and to contribute to the executive management of the company. Main Duties: 1. Plan and implement marketing strategy, including advertising and PR. 2. Plan and implement sales and customer retention and development. 3. Plan and manage sales and marketing resources according to agreed budgets. 4. Contribute to formulation of policy and strategy as a board member. To monitor and review this strategy on a regular basis and report back to the Chief Executive and Board on progress towards the strategic priorities, and to be accountable for it. 5. Recruit, manage, train and motivate direct reporting staff according to company procedures, policy and employment law. 6. Maintain administration and relevant reporting and planning systems. 7. Manage relevant reporting of management and financial information for the sales and marketing departments. 8. Select and manage external agencies / providers. 9. Manage new business development opportunities. 10. Maintain and develop corporate image and reputation, and protect and develop the company's brands via suitable PR activities and intellectual property management. 11. Plan and manage internal communications and awareness of corporate direction, mission, aims and activities 12. Execute the responsibilities of a company director according to lawful and ethical standards, as referenced in the company handbook 13. To develop an effective customer service strategy and promote a visible culture of excellent customer service within the Sales Division. General governance 1. To ensure that the Group achieves the TCF consumer outcome “Customers can be confident that they are dealing with a firm where the fair treatment of customers is central to the corporate culture” 2. To maintain effective systems and controls within the areas of responsibility and work with the board of directors to achieve effective corporate governance. 3. To hold the Financial Services Authority [FSA] Controlled Function CF1 Director. Qualifications: Your experience and track record are more important than your formal qualifications Skills: 1. Proven sales and negotiation skills High level of oral and written communication skills and personal presentation skills. 2. Good strategic planning skills and the ability to translate strategic plans into reality and to ensure delivery and performance 3. Strong and proven leadership and motivational skills with evidence of a commitment to attainment of good practice 4. Skilled in people management, a team player with the ability to establish and maintain good working relationships with all contacts and colleagues 5. An in depth understanding of the “treating customers fairly” cultural requirements as set by the FSA. 6. The ability to inspire and motivate with initiative, drive and enthusiasm under pressure 7. Team work awareness 8. Good IT, budget management and report writing skills Experience: 1. A minimum of 5 year’s sales experience and an understanding of the IFA market, plus management skills. 2. A successful career and employment record showing evidence of progression to a senior management position in a commercial environment. 3. Involvement in the development of strategy, policies, business planning and financial management. 4. Effective management of staff. To apply for this great opportunity, please click here.

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Employed IFA or Chartered Financial Planner with leading Financial Services firm, City of London

Employed IFA position with this leading financial services firm in the heart of the City of London. Our client, an Independent Financial Adviser and a leading Wealth Management firm located in the heart of the City of London, has returned to the marketplace to recruit a high calibre Wealth Manager (IFA). Due to exceptional growth and ambitious growth plans, the organisation wants to add another Chartered Financial Planner to serve/provide holistic financial planning advice and a wealth management service to an expanding directory of HNW individuals.

The firm’s proposition is strong and reflects an advisory house of a ‘New Model Adviser’, where the advice process is provided in-house, on a fee only basis and a WRAP platform is used. All employees are salaried and as a directly authorized firm the regulatory compliance function/reporting is the responsibility of the company. The firm’s clients are primarily high-end bankers and lawyers. Administrative and Paraplanning support is provided.

Important pre-requisites for applicants:

o Strong inter-personal and relationship development skills
o Sufficient gravitas in providing holistic advice to discerning and astute HNWI’s
o Possess good management foresight and ability
o Have an entrepreneurial spirit and be a team player

Candidates must be Chartered (preferably IFA’s) and experienced at working with HNWI’s with a demonstrable and proven track record on meeting KPI’s. Although, clients are provided, you will be required to help the company expand its client-base and assets under management, as well as working alongside in-house introducers.

Who should apply: Chartered advisers either IFA or Multi-Tied, also those individuals with a transferable client-base are urged to apply.

To apply for this fantastic opportunity please click here.

IFA with Leading Wealth Management firm, City of London

IFA vacancy with this leading Wealth Management firm in the heart of the City of London - fantastic opportunity.

Our client, an Independent Financial Adviser (IFA) and a leading Wealth Management firm located in the heart of the City of London, has returned to the marketplace to recruit a high calibre and experienced IFA, to join a dynamic and challenging team of advisers. Due to exceptional growth and ambitious growth plans, the organisation wants to add another adviser to serve/provide holistic financial planning advice/service to an expanding directory of prestigious wealth creation clients.

The firm's proposition is strong and reflects an advisory house of a 'New Model Adviser', where the advice process is provided in-house, on a fee only basis and a WRAP platform is used. All employees are salaried and as a directly authorized firm the regulatory compliance function/reporting is the responsibility of the company.

You will be supported in your quest to advance your professional qualifications. You will be fully trained and managed throughout your career. The firm fosters a strong team spirit and everyone is encouraged to excel and reach his or her full potential. The candidate can expect to pursue a career in a professional boutique Wealth Management firm with a strong City presence and with over 110 years of advisory experience.

Support:

An experienced Administration and Paraplanning team will support you.

Professional Qualifications:

The successful applicant must hold Certificate of Financial Planning or a recognised equivalent, and be Diploma qualified, or on target to be Diploma qualified by the end of 2012, while possessing the ambition to achieve chartered status thereafter.

The applicant:

You must be an experienced IFA with a proven track record of beating KPI's
You will need excellent inter-personal, communication skills, drive and entrepreneurial talent
You will need to have excellent analytical skills and be able to work in a structured and planned manner
You must ensure that the firm's high standards of client care (TCF) are met by demonstrating competence throughout the advisory process
You will be required to service an existing client-base and assist the company in introducing new clients
You must achieve and retain CAS status (employer benchmark)
You must satisfy the FSA requirements for an approved person
You must have a clean credit history

Who should apply: Experienced IFAs or multi-tied advisers keen to move into private practice; also advisers who have historically worked on a fee-basis and those individuals with a transferable client-base are urged to apply.

To apply for this fantastic opportunity, please click here.

Retirement Education Consultant - Cambridge/North Essex

Retirement Education Consultant vacancy with this global financial services company, S&P AA+ rating, covering Cambridge and North Essex.

Our client is an international, widely diversified financial services company with global assets of £250 billion. The group benefits from very strong brand awareness and a very broad product range. The company has a Standard and Poor’s AA+ rating, confirming their massive financial strength. The company markets an extremely wide range of protection, pension and investment products.

They are currently looking to recruit a Retirement Education Consultant to deliver excellent customer service to employee's of corporate pension clients, and developing excellent relationships through account management disciplines with agreed Employers, Pension Managers and HR Managers.

The main purpose of the job is to deliver personal Sales revenue targets as set by the Management team via the communication of AVC, MPP, GPP, Stakeholder and generic information to staff members of existing and new scheme accounts. This will be achieved by using a range of activities to include: presentations, F2F meetings, intranet, Direct mail Telephony, staff meetings etc.

You must be able to demonstrate that ‘treating customers fairly’ is part of your culture while providing clear information so that individual members of corporate pension schemes understand the service they will receive and are in a position to make an informed choice about the appropriate course of action to help them achieve their financial goals at retirement.

The ideal candidate will have extensive experience of working within a T&C Sales environment, excellent presentation skills, an in depth knowledge of the Defined Benefit and Defined Contribution market - both occupational and GPP and be within commutable distance of London.

In return, you can expect a basic salary up to £38K plus £15K OTB.

To apply for this role, please click here.

Paraplanner /Trainee Paraplanner, Chelmsford, Essex

Paraplanner and /or Trainee Paraplanner Vacancy with financial services firm in Chelmsford, Essex.

Title:  Paraplanner (trainee and/or experienced required) – Full Time / Part Time / Contract
The Role:  Paraplanning support to IFAs and assisting in the day to day running of the business.

Areas of work:
Pensions (PPPs, GPPs, EPPs, Occupational), Investments, Protections, Taxation & Mortgages

Duties will include:
· Dealing with new IFA & client enquiries
· Research using pensions profiler, synaptics, exchange, assureweb, morningstar
· New business preparation (illustrations, application preparation)
· Compiling full compliance requirements and suitability letters
· Processing letters of authority and collation of data for analysis
· Investment fund analysis and investment switching
· Dealing with client valuations and reviews
· Telephone work dealing with insurance companies, IFAs and their clients
· Database creation and management
· General office duties that may include opening post, scaning, diary management, stock control, filing etc

Who we’re looking for: 
An individual who is motivated and wanting to further their career within the financial services industry. We are looking for either an experienced candidate or will consider someone with less experience and look to train you and help you to progress towards further qualifications and senior paraplanner level.

You should be motivated to study towards further industry qualifications at all times.

You should be a strong organiser with the ability to prioritise and have a positive ‘can do’ attitude. With a keen eye for detail and good grammar you will need to be I.T. literate and have ideally have some working knowledge of one or all of the following: O&M Pension Profiler, Synaptics and Morningstar Workstation. You should be a fantastic communicator and enjoy working either within a team or at times as an individual whilst managing your own workflow and tasks independently and efficiently.

You will be required to keep up to date with technical, product and provider changes.

Your hours of work will be between 9 a.m. and 5 p.m. each day, Monday to Friday. We expect you to be willing to do overtime when required.

To apply please click here.

Broker Consultant Vacancy Covering Bristol to Exeter

Broker Consultant vacancy with this high profile financial services group, covering Bristol to Exeter.

Our client: A high profile, global insurance and financial services group. On the financial services side of their business, their main distribution channel is the IFA sector, within which they are extremely well regarded and enjoy significant market share. Their business philosophy is to create value for their shareholders, customers and employees. Whilst innovative and forward thinking, with the ability to adapt to change in a fast moving and ever changing market, they are dedicated to the traditional values of quality and customer service. This has enabled them to maintain their position at the forefront of the financial services industry whilst benefiting from the continued and growing support of the IFA community.

The role: To manage a panel of IFAs to exceed sales targets. To develop relationships with IFAs that sustain profitable growth and support our clients’ overall strategy. The panel will cover accounts from Bristol to Exeter and will be constructed to suit the individual.

The person: Ideally, you will be a highly sales focused individual who is proactive and ambitious and who will thrive in a culture where success is well rewarded. Applicants must be FPC qualified (or equivalent) along with CF2 and RO1.

Salary/benefits: Competitive package which will include basic salary up to £45,000 depending upon the experience of the successful candidate and realistic earnings potential of £70,000 plus are based upon a highly achievable target.
Benefits are offered as a flexible package, including a competitive pension scheme, life assurance and medical scheme.

To apply for this role please click here.

Employed IFA, Newport, South Wales

Employed IFA position available with Monmouthshire Independent Financial Advisers, based in Newport, South Wales.

Monmouthshire Independent Financial Advisers, part of the Monmouthshire Building Society Group, has developed an excellent reputation throughout South Wales and beyond and now has a loyal and growing customer base in a whole of market environment. Innovative in its solutions to retirement, investment and tax planning, we are able to advise on all aspects of individual and corporate situations and often work in close collaboration with professionals from the legal and accountancy fields.

Membership of SIFA (Solicitors Independent Financial Advice) means we are endorsed by the Law Society to work alongside solicitors in devising the most appropriate solution for clients. We truly are a major player in Financial Planning and our growth means that we are looking to increase the number of advisers within our well structured team.

So, if you are looking for an employed position with a company that is well ahead of the game prior to RDR, this could be for you if you have a good track record in the independent sector.

IFAs
You will almost certainly be Diploma qualified, or very near to it and be able to demonstrate an excellent sales record coupled with a blemish free compliance history. Technically strong, you will have the desire and positive attitude to build on the leads that we will be able to provide with clients of your own. A team player, you will be capable of building relationships with clients from a range of backgrounds and also professional connections. As such, reliability, flexibility and adaptability will be key competencies along with a strong work ethic.

You will supported by an internal Paraplanning and research team to allow you to maximise your time in front of clients giving you every opportunity to supplement your competitive basic salary with good bonus levels. As you might expect from an organisation of our standing, we provide an excellent range of benefits including car/ car allowance, pension and death in service cover.

To apply for this opportunity, please click here.

Sales Administrator/Paraplanner, Westminster, London

Sales Administrator/Paraplanner vacancy with this financial services practice based in Westminster, London.

Financial advisory practice based in Westminster and located within a 2 minute stroll of Victoria Rail and Tube Station are now looking to recruit a Business/Sales Support Administrator to join their existing team.

The practice offers an extensive range of wealth planning and financial advice services to meet the needs of a diverse and interesting client bank.

Candidates will need to be able to provide first class business and sales support to the Practitioner/Owner, with regards to research, analysis and suitability.

This is an opportunity to join a fantastic Company where hard work and enthusiasm will be recognised and rewarded.

Key Responsibilities:
Support to the Practitioner/Owner in respect of analysis, research and new business preparation and submission.
Support to the Practitioner/Owner at all Client lifecycle stages from basic to high level.
Produce Client reports including suitability and financial planning reports.
Manage work flow and tasks independently.
Manage and maintain Client care service level agreements and programmes.
Manage and maintain all pipeline business from inception to completion.
Extensive Client liaison.
Keep up to date with technical, product and provider changes.

The Candidate:
The successful candidate will have made good progress with financial exams and if not already at level 4, should be willing to progress to this level within a reasonable period of time.
The successful candidate will also have a good understanding of all areas of financial planning administration, have a high standard of record keeping, and have excellent organisation and time management skills.

Use of True Potential, Financial Express, Analytics, Select-a-Pension,Voyant desirable.

To apply for this great opportunity, please click here.

Financial Adviser Vacancies, Nationwide opportunities

Financial Adviser vacancies with this fast growing Wealth Advice business, nationwide.

COMPANY INFORMATION

Our privately owned Client is a fast growing Wealth Advice business, employing over 500 people in 10 offices across the United Kingdom. They offer fee based independent wealth advice and investment management services to private individuals and offer comprehensive employee benefits consultancy and discretionary investment management services to small and medium sized enterprises. The Company's vision is to become the UK's leading provider of Wealth Advice.

JOB DETAILS

They are currently looking for Financial Advisers to advise their clients on all aspects of financial planning and wealth management. They need someone who can adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. You will be developing and delivering the agreed business targets whilst remaining compliant and meeting client’s needs.

CANDIDATE SPECIFICATIONS

To apply for this role, you must have proven ability to deal with new and existing clients on a fee basis and an understanding wealth management practices and processes. Your technical/product knowledge should be excellent and you will have a Diploma Personal Finance Society (Dip PFS) or equivalent.

To apply please click here.

IFA, City of London, Leads Provided!

IFA vacancy, based in the City of London - An exciting opportunity to work with this reputable financial services company, based in London, leads provided! Our client are are currently looking to recruit an experienced self-employed IFA/Financial Planner to join their growing and ambitious practice based in the City of London. They are fortunate enough to be able to provide a steady source of client introductions through their connections with solicitors and accountants. They also have a number of relationships with affiliate groups where they can provide a number of really high quality leads and allow advisers to build long term sustainable relationships with these groups. The ideal candidate will be diploma or near diploma qualified, have a successful track record and have the ability to build on existing professional relationships as well as the confidence to develop new opportunities. Please click here to Apply.

International Career Opportunities for Financial Advisers

IFA Life Jobs has some exciting opportunities for financial services professionals in Bermuda, Hong Kong, Singapore, Europe and Dubai.

Please click here to learn more.

Pensions Administrator, Leicester

Great opportunity for a Pensions Administrator to join one of the leading financial services firms in Leicester.  For full details and to apply please click here.

New Financial Services Vacancies in Belfast

IFA Life Jobs has some great new Advisor vacancies in Belfast.  For full details of each please click here.

Find Financial Services Careers at IFA Life Jobs

Are you a Financial Services professional looking for a new career?  IFA Life Jobs is the perfect place to search and apply for all financial services careers including Paraplanners, IFAs, Financial Planners, Compliance, Employee Benefits, Pensions, Administration/Sales Support, Sales Management, Bancassurance, Broker Consultants, Management and Offshore/International roles.

Register for free today and set up job alerts to ensure you receive details of new jobs immediately they are posted.  IFA Life Jobs looks forward to helping you find your next financial services role.

Employed IFA, Boston, Lincolnshire

Employed IFA vacancy, Boston, Lincolnshire. This reputable provider of financial planning in Lincolnshire is seeking an Independent Financial Adviser (IFA) to join them on either an employed or self employed basis. You will have the option to work from our Lincolnshire based office or from home and the option to be employed or self-employed.

The successful candidate will provide a holistic approach to financial planning and must be confident advising on whole of market regulated products including pensions, investments and protection. Full paraplanning, admin and compliance support supplied.

To be considered, you must have a track record of building new relationships with clients as well as nurturing existing ones to their potential. We will supply a core portfolio of existing clients and the candidate should be proactive to gain new clients.

Applicants with Diploma in Financial Planning preferred although candidates currently studying will also be considered.

To apply for this position, please click here.

IFA/Financial Planner Jobs at IFA Life Jobs

IFA and Financial Planner job vacancies - see the latest additions to our vacancies here.

Financial Services Candidates Wanted

IFA Life Jobs, the financial services jobs board, has a growing number of exciting job vacancies available, including Pension Administrators, Investment Managers, IFAs, Compliance roles, Paraplanner roles and Offshore opportunities to name but a few.

If you are a financial services professional and considering your next move, please get in touch or click here to visit the site, register your CV and view the current vacancies.

We very much look forward to welcoming you to IFA Life Jobs.

International Wealth Adviser, London

International Wealth Adviser job opportunity, London. Do you have the people skills and experience to work with international high net worth clients, both face to face and on the phone? Do you want to work for the wealth division of one of the world’s leading international banks?

If you are and you have reached the top of the bancassurance tree and have a track record of success with a major UK bancassurer, then this could be the next move for you. Not only will you be dealing with high net worth clients from all over the world and working from highly prestigious offices, but you will have the opportunity for future foreign travel.

Our client is one of the Uk’s biggest banking names with a highly successful international division looking after resident non dom clients as well as client s all over the world. You will enjoy an excellent basic salary and unlimited bonus potential as well as exceptional opportunities to develop your career in a number of directions both in the UK and abroad.

To apply for this fantastic opportunity, please click here.

Financial Adviser, London, Niche Market

Financial adviser vacancy with a major financial services organisation in London. Our client has an enviable market position in which they have become the market leading financial advisers of choice to one of the country’s largest group of professionals.

Working from home with access to both existing clients and company generated leads you will not only benefit from a high basic salary ad package but also excellent bonus potential.

To secure this role you will be an experienced, CAS status financial adviser with an excellent sales track record and have made some progress towards level 4 diploma status.

To apply for this position, please click here.

Employed IFA, London

Employed IFA job vacancy, London. Our client is one of the UKs leading fee based IFA businesses with an enviable reputation for leading the way for new model advice and client remuneration. Due to the success of their model and acquisitions they are now looking for further experienced IFAs to join their business to both look after existing clients and also generate further new business through connections and networking.

To secure such a sought after role you will be an experienced successful IFA with an excellent track record, preferably Diploma status and committed to achieving chartered level, and have some understanding of fee based practices.

To apply this this exciting role please click here.

Private Banking IFA, London

Private Banking IFA job vacancies, London. This really is the top of the tree! The private banking IFA division of one of the world’s most respected and successful banking organisations requires experienced private banking IFAs to join its existing team.

To secure this role you will be an experienced IFA with at least diploma level qualification, have an outstanding track record and direct experience of working for one of the major private banking or ultra high net worth providers. This will be further enhanced by your client facing and internal relationship management skills at a very high level.

As well as exceptional earnings potential you will enjoy a unique relationship with your clients, and be valued as a true financial planner.  

To apply for this role please click here.

IFAs, UK, Do you want Clients not Broken Promises?

IFA vacancies, UK, excellent opportunity! Ask any IFA what they want most and they will say a full diary - Our client can guarantee new appointments for its advisers, whilst providing them with an autonomous grown up environment, excellent support and technology, and the chance to create true value in your business.

Through their access to clients, affinity groups, seminars and work place surgeries they were able to provide over 50% of all of their advisers’ activity and arranged over 8000 client appointments last year. To build on this success they plan to deliver 400 MORE client seminars than last year and need the advisers to follow up the appointments from these.

If you want access to this lead source and can show that you have a good track record as a tied or IFA adviser and can build and maintain profitable client relationships then contact us today!

Financial Consultant, Leeds

This is a top financial services vacancy for a Financial Consultant/IFA within a HNW legal practice, based in Leeds.  We are looking for the crème de la crème only.
 
This role is to develop corporate relationships within a very high net worth legal environment. You will also provide holistic financial planning, wealth, investment advice and mortgages from a whole of market proposition. The income stream will be varied so a technical mind is needed and also a very strong conversion rate as your competition will be strong.

To secure this role you will need to be the top of your game currently and have a financial driver aiming at 6 figures. We do not want plodders. You will hold very clear communication skills and exceptionally strong interpersonal skills as a large proportion of this role is business development within a very corporate industry. You will be on your way to diploma status if not already diploma’d up….

This role holds a non validated salary of almost 40k and a bonus structure on all written business, no threshold and is completely open ended. You will also receive a fully expensed company car and entertaining allowance, 25 days holidays that can be sold or bought, pension, life, DiS X4 plus all the bows and bangles a corporate role should have including a huge list of flexi benefits. 

You will be provided with all necessary state of the art IT and telephony equipment. You will keep your own diary and make your own appointments from clients provided whilst developing new business by networking and referrals. You will also have the luxury of a BDM generating contacts for you and you will be expected to "hit the floor running" in an independent way. No micro management!!…

To apply for this fantastic opportunity, please click here.

IFAs, South East

Financial Services Vacancies: Large and well established financial services firm are seeking IFAs to join them, primarily in the South East but open to location.

Self employed with 70% to 90% and no extra costs.

My client is a group of multidisciplinary Independent Financial Advisers and Mortgage Brokers providing their clients with holistic financial advice in all aspects of personal and corporate financial planning.

From the company’s Head Office in Sussex they have become a formidable regional player over the last two years and have achieved strong growth in adviser numbers during a period when many firms have been downsizing. Advisers have been joining for a variety of reasons; the company’s proposition has wide appeal to both Mortgage Brokers and IFAs.

Advisers based at the company’s Head Office in Sussex enjoy the benefits of working in a busy sales office where there is the opportunity to discuss problem cases and sales ideas with colleagues. The back-office system allows the choice of remote working for all.

The top performers have their own modern glass partitioned offices and the Board Room is available for all to use for client meetings.

Internal referrals are just a number of lead generation initiatives that exist within the group, the pinnacle of which is the work in the employee benefits sector where a telesales team provide appointments with key decision makers in the SME sector.

The company is now well placed to succeed and grow in a post RDR world where technology and scale are likely to be key drivers in determining client acquisition and retention.

To apply for these positions, please click here.

IFA Care Fees Advisers, Devon and West Midlands

Financial Services Jobs. Largest Care Fees Advice firm are seeking two IFAs to join their team, based in Devon and the West Midlands.

Self-Employed IFA role with funding support – and bonus with top financial advisers earning £100,000+ whilst the average is c£50,000 to £60,000

? Specialist investment care fees advisory role
? Complete Independence
? High job satisfaction ~ no chasing of business.
? Working on a full independent basis yet with full service support and access to bank customers.

My client is the largest IFA in the country solely providing advice on and solutions to, all aspects of care fees financial planning to HNW mass-affluent clients generated through bank branches and internal marketing.

Currently they have a high demand for their service and can offer a high volume of leads to experienced investment advisers who can offer quality advice.

All FSA regulatory and compliance costs will be met by them including PI insurance cover. They will also provide the necessary training, a range of marketing support material and support services.

As a minimum qualification you need the full FPC, and will need to attain the long term care CF8 exam within the first few months. However, they would encourage and support people who wish to study further exams to achieve diploma/chartered status or equivalent. You must have excellent communication skills, be computer literate and be an excellent organiser.

To apply for these positions, please click here.

IFA, Gloucester/Hereford

Financial Services Vacancy: Award winning financial services group is seeking an IFA, to cover the Gloucester/Hereford/South Wales region. £30,000 + car allowance and benefits and open ended bonus

My client is an award winning financial services group and one of the largest financial adviser firms in the UK seeking to appoint an IFA.

Based from home you will be responsible for providing whole of market advice to a wide range of clients in the South Wales/Hereford area, particularly on investments and inheritance tax planning. The role is to cover a number of leads that will be provided and to service your own allocated review clients which will provide a high OTE. You will have a proven record of sales success covering savings, pensions and investment advice and an outstanding ability to develop and maintain long-lasting client relationships by providing appropriate and understandable advice.

You will need to have the relevant qualifications and experience within the financial services arena. Minimum expectations are FPC or CEFA qualified. Ideally you’ll be progressing towards or willing to progress towards CII Diploma level exams. You must have previously held CAS status (6 months) and been working in an advising capacity hitting and achieving personal sales targets. IHT experience is not essential as training and development will be provided.

Please apply by clicking here.

IFA, London

Financial Services Vacancy: Investment management company is seeking an IFA to join their team, based in London.
Salary C£45,000 + benefits and bonus.

My client is a long established independent FSA investment management company dedicated to the maintenance and preservation of the asset base and wealth of its clients.

While the company’s clients include corporations and authorized intermediaries, the majority is private clients where they focus on their financial planning and wealth management needs. Through retirement the company is looking for additional IFA to provide fee based holistic advice to its clients based in the UK and overseas. As such the company can offer excellent source of business to work from so having your own clients is not a necessity.

You should have a good solid background as an IFA and be either RDR ready or progressing, and have the ability to work with wealthy clients. 

To apply for this position, please click here.