3 jobs found

I'm recruiting recently CAS qualified Financial Advisers for an IFA firm with a strong desk-based proposition. £45k basic + commission, Y1 OTE c. £73,000, with day-one earnings on a pre-booked appointment flow. Hybrid working with an Altrincham anchor. About the firm: A well-regarded independent financial planning firm with around £1bn in client assets and 40 advisers across multiple offices. The desk-based arm runs alongside the firm's traditional advice proposition, with central research and paraplanning supporting both. All staff eligible for a £3,600 tax-free annual bonus once they've completed probation. The role: This is a Financial Adviser role for advisers who want predictable activity and day-one earnings without prospecting. Appointments are pre-booked through an established lead source. The structure is: 15-minute initial Teams call first meeting recommendation meeting. Once a client is on the books, a separate review team handles the ongoing relationship - leaving the Financial Adviser free to focus on conversion. Running pre-booked Teams appointments with warm clients Converting initial calls into first meetings, then recommendations Pension transfers, retirement planning and tax-efficient strategies Working with central research and paraplanning support Handing clients to the review team post-recommendation What you'll need: 1+ years' IFA experience (restricted backgrounds welcome - SJP, Quilter) Competent Adviser Status (CAS) Level 4 Diploma in Regulated Financial Planning Strong technical knowledge of pensions and tax-efficient planning High-activity, conversion-focused mindset Comfortable with desk-based volume and a transactional client model The package: £45,000 basic + commission, Y1 OTE c. £73,000 £3,600 tax-free annual bonus (c. £5,000 gross equivalent) 26 days' effective holiday Death-in-service, Vitality healthcare, EV salary sacrifice 5%/3% pension Hybrid working with an Altrincham anchor Next steps: If you're a Financial Adviser who wants day-one earnings without the prospecting grind, apply now or get in touch for a confidential conversation. These are three priority hires as the desk-based proposition scales. Apply now if your skills and experience align with this role. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group. If this particular role isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market. The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. We welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.

Financial Administrator Offices in Horsham (Sussex) £30k - £38k basic salary plus bonus Lots of flexible working is available after onboarding My client are a boutique wealth planning firm with offices in Horsham who I have placed 2 staff with. They offer financial advice to HNW retirees, accumulators, local families and SME owners based across Hampshire, Surrey and Sussex. In their current setup they manage the affairs of clients with assets ranging greatly from basic cases of £100k up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 10 years. The business has grown organically since its inception a team of established Advisers and a full team of support staff including administrators, paraplanners and operations staff. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of AI software's and analytical tools including FE Analytics and Voyant for cashflow modelling The Directors are creating a brand-new role for a Technical Administrator/Financial Administrator who will be responsible for conducting end to end financial administration and supporting the team of advisers with new and existing business. The business is very busy with its financial planning and mortgage teams crossing over recommendations and referrals for new business so they need a steady pair of hands who can be trusted to help with a busy team. Full training will be provided and an induction to get you up and running. If this role sounds of interest or any other roles I am working on please get in touch.

Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you ll join an established financial planning practice in a hybrid paraplanning role, where you will be in the office one day a week. You will be supporting seven experienced advisers across a broad range of technical client work. This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development. After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and if it's in your long-term plans, support to help you break into advice. No out of sight out of mind here. The starting salary is up to £45,000 alongside: Discretionary bonus 28 days holiday Pension Full exam support Ongoing technical development Longer-term progression opportunities within the wider group It's of note that the benefits package is under review and in line to improve further. Finally, it's also important to know that we've worked with the leadership team for many years. They're all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you'll matter. WHAT YOU'LL DO You ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Clients are private individuals and businesses, so you'll work on a good variety of cases. WHAT YOU'LL NEED Level 4 qualification Previous paraplanning experience within an SJP environment - this is a MUST HAVE The ability to attend the office 1 day per month Strong technical capability Excellent attention to detail Want to know more? Click apply. If your CV isn't fully up to date don't worry - send us what you have and we can take it from there. Everyone will receive a response.