O'loughlin Recruitment Ltd

My client is a progressive national firm of Chartered Financial Planners, with over 5 regional offices across the UK. They are providing their clients with independent financial advice and they are looking for a Trainee Financial Planner to join their business to work from their Norwich office. Are you an existing Paraplanner who is looking to move into an Advice role? Are you someone who recently became Level 4 Qualified (DipPFS or DipFA) looking for the next step in your career, where you'll receive 1-on-1 training from senior Advisors to become a CAS certified, whole market Financial Advisor? Do you want to work for an independent business, away from the corporate rat race, that will value your work through excellent opportunities and best-in-class holiday policy? In this role you will begin as a Trainee Financial Advisor and be guided to become a fully autonomous and qualified Financial Advisor. You'll be joining a business that already works with a dedicated adviser, paraplanner and administrator model, so it's a natural step for someone who understands the advice process and wants a supported route into advising. This closely knit team foster a high performance atmosphere and hold fearlessness, respect and responsibility as their core values. In return they offer career progression, generous renumeration and excellent training to their team, with a key focus on employee wellbeing, work/life balance and development. This role would suit a Trainee Financial Advisor who is Level 4 Qualified (DipPFS or DipFA) and has a background working within a whole-market firm, looking for rapid, supported progression to become a fully qualified Financial Advisor. The Role: Joining as a Trainee Financial Advisor Rapid progression opportunity Excellent benefits including 36 Days Holiday - often with extra days off Supportive work culture that values hard work and professionalism The Person: Current Paraplanner, Trainee or Aspiring Financial Advisor Level 4 DipPFS or DipFA qualified Paraplanning / whole market background You WILL be required to hold the Level 4 qualification as a minimum in Financial Advice, although Chartered qualified is a preference. Due to the overwhelming application response, we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Internal Business Development Manager - Bristol based £25,000 to £42,000 salary, plus benefits and bonus I'm working on behalf of an investment management client of mine based in central Bristol (hybrid working too), and they are looking for an Internal Business Development Manager to promote their products to IFA's/Financial Advisers via the telephone. If you want to join a progressive organisation where you can grow with the business, please read on! The Internal Business Development Manager will: Take full ownership of the sales cycle and retain accounts Inherit existing relationships with IFA's/Financial Advisers Build relationships with internal and external stakeholders Work closely with the Head of Sales to drive revenue Develop strong relationships with clients Be comfortable dealing with objections Required skills and experience: At least 18 months sales experience A rack record of achieving results in a target driven role Ideally knowledge of Financial Services but not essential The desire to improve personally and work with a team In return you will be offered a salary of £25,000 to £42,000, plus a generous benefits package and bonus structure. Due to the high amount of interest that we receive for each of our roles, unfortunately we cannot respond to each application individually, therefore if you do not hear back within 72 hours of uploading your CV you have not been shortlisted for this role.