Taylor James Professional Recruitment

Our client, an award winning firm of financial planners in Leeds are looking to appoint a Financial Advisor to join their experienced team on a permanent basis. home working - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month) Working closely with the senior advisers, duties and responsibilities will include: The position: Deliver high quality, bespoke advice & provide profitable, well researched recommendations Manage an existing client base Utilise leads in order to extend the existing client base & develop effective relationships Full administrative & paraplanning support is provided The Person: Minimum Level 4 qualified; chartered status would be ideal Excellent knowledge of all financial products, emphasis on Pension and Investment products would be ideal Offering a basic starting salary of up to £60,000 (negotiable). Our client will look at providing the best remuneration package possible based on the quality & experience of the successful individual & this will be complemented by a fantastic benefits package.

We are exclusively partnered with a prestigious firm of financial planners who as a result of continued business growth are looking to expand their city based financial planning team. This unique offering will see you form part of our client's inhouse ' Adviser Academy ' & embark on a journey in becoming a fully qualified independent financial adviser. NOTE: To be considered for this opportunity, candidates must be a level 4 qualified/ close to completion. What our client is looking for c2 years experience + within financial services/ wealth management ( essential ) Level 4 qualified/ close to completion ( essential) Previous client services administration/ paraplanning experience ( essential ) Strong academic background ( essential ) Client meeting experience (desirable) The academy offering Full funded study support via CII A structured & bespoke development plan Expert training & mentoring Client meeting experience In depth understanding of the financial planning process The package (whilst in the academy) Starting basic salary of up to c£42,000 Attractive Bonus Scheme Hybrid working (3 days in the office) 30 days holiday + bank holidays (rising) Full study support Private Medical Insurance Life Cover Company Pension Scheme To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

We are exclusively partnered with a with a chartered firm of financial planners to appoint a chartered/ near to completion qualified paraplanner to join the team on a permanent basis. With a client bank of HNW private cliental, this role offers an experienced paraplanner a real opportunity to act as an integral member of the team. Role Overview (full job spec available on request) Providing technical support to financial planners Attending client meetings (when required) Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations Cashflow modelling IHT Planning Writing & tailoring high quality suitability letters based on consultation with the Adviser Demonstrating an awareness of compliance & regulations The Person C 4 years + technical paraplanning experience ( essential ) Chartered/ near to completion ( essential ) Cashflow modelling experience ( desirable ) Experience gained within a HNW environment ( desirable) The Package Basic starting salary c£65,000 + 10% bonus 3 days in the office & 2 from home 25 days holiday + Christmas shutdown 5% matched pension contributions 4 x Life Cover Cash plan PMI To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

We are partnered with a prestigious firm of chartered financial planners who as a result of continued business growth, are looking to add to their City of London based financial planning team. We are looking to speak with enthusiastic and forward-thinking financial planners, who will offer totally independent & professional advice to HNW clientele. Considering the level of wealth held by the firm's client base, the advice offered will prove both complex & highly interesting. Role overview: full client job specification & commission structure available Deliver high quality, bespoke advice to HNW individuals Manage an existing client base Utilise leads in order to extend the existing client base & develop effective relationships Attend industry seminars to ensure service given is up to date and relevant Full administrative & paraplanning support is provided The Person: Chartered status ( essential ) C 3 years+ financial planning experience ( essential ) Experience in servicing HNW ( essential ) Offering a basic starting salary of up to c £100,000 lucrative commission structure & an extensive benefits package. To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.