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.