Our client is a HNW consultancy fee based IFA firm based near Marlow. Due to continuous growth, they now have a need for an experienced sales support administrator to join the team. They are predominantly an investment and pension based practice – and therefore you must have experience within this marketplace – and have knowledge of 1st software. The role is working amongst a team of administrators and is a true support role to the IFA team. You will ideally have the FPC qualification.

Our client is a HNW consultancy fee based IFA firm based near Marlow. Due to continuous growth, they now have a need for an experienced paraplanner to join the team. They are predominantly an investment based practice – and therefore you must have experience within this marketplace – covering such areas as VCT’s and EIS’s. You should be diploma qualified and have knowledge of 1st software

Our client are a well known true wealth management firm of IFA’s based in North London and specialise in IHT, taxation and trust work, and investment based business. They are keen to recruit a top grade, experienced well qualified Paraplanner to join the team. They are very busy – with category A clients and have a number of professional introducers who work with them. This is great position within a small highly focused team. You must be at least AFPC/Diploma qualified for this role.

This ia an outstanding position, reporting to the Practice Principal of a high net worth wealth management practice. The role will require you to maintain, grow and develop the Sales Consultant Team within the Practice in line with the Practice's objectives of becoming the most profitable and respected Practice within this national wealth consultancy.The Key objectives are:1. Manage Advisers to meet Practice goals2. Grow Practice Funds under Management3. Keeping in line with agreed profit to expense ratio4. Grow the Sales Team in line with Practice targets5. Maintain high client satisfaction and persistency6. Maintain and develop an effective marketing strategy7. Work effectively with the Office Director8. Ensure opportunities within Practice Owner’s client bank are maximisedIn addition, you will be required to hold regular Sales Meetings and one-to-ones with Advisers, maintain daily contact with Advisers, monitor KPIs, hold Advisers accountable to agreed minimum standards of productivity, activity and define Practice standards, support Advisers in the area of training and development, support Advisers in developing joint ventures, acquiring Business Consultants and Introducers, produce timely and accurate reports of progress to the Practice Principal. You must be proactive and disciplined, with leadership qualities. You will also need to be cost conscious, numerate with a strong work ethic, being happy to be judged by results.Other helpful qualities would be IT literacy, creativity and a strong ambition to create a very special organisation and to take pride in achieving this goal.Sales Management experience is essential, with a proven track record of adding value to their team. FPC qualifications are not essential, but highly desirable as this is highly likely to impact in respect from and subsequent leadership of Advisers.

Our client is a well established mortgage based business with offices in Surrey and Peterborough. Due to unprecedented growth and the desire to move into the IFA market – they now have a vacancy for an IFA to join their team in Surbiton, Surrey. This position will support the field based mortgage consultants and you will be required to provide specialist advice on Pensions and Pension transfer business – principally working from signed client letters of Authority. This will be an office based role with the majority of the business conducted over the phone or by post. All leads/business will be provided. The ideal candidate will be well qualified and will have experience in this field.

Our client is a UK mutual building society based in the North West offering their clients a broad range of financial products. Due to continued growth, they are keen to recruit a Financial Services Manager to the group reporting to the directorate. They have a very clear business plan, and this role will focus on the business and career development of the current IFA team, the recruitment of further well qualified IFA’s and the management of new and ongoing relationships with professional introducers. This is a great time to join the group in an exciting period of growth. You must be Chartered Financial Planner status to qualify for this position.

Our client is a true wealth management practice with the majority of their business being investment led, and involving IHT, taxation and trusts. Reporting to the Practice Director, this is a highly technical paraplanning role requiring experience of (and confidence in) dealing in the high net worth market. Attention to detail, ability to work unsupervised, under pressure and to tight deadlines are all essential. The role will be ideal for experienced paraplanners who want to “move up a gear”. It will entail technical research and preparation for client meetings, attending client meetings and taking minutes, preparing client reports and suitability letters, handling technical client queries, assisting with creation/evolution of client portfolios, ensuring the team complies with FSA and internal compliance procedures and attending monthly group marketing meetings. You will need to be educated to at least AFPC level, and have a strong technical knowledge of Investments and IHT business. Preference will be given to candidates who have experience of Prestwood/Truth financial planning software.

Our client is a medium sized IFA firm, with a General Insurance Brokerage providing insurance services to a wide range of businesses and individuals.
They now wish to appoint a Commercial Account Handler to join an existing team of professionals to assist in managing and developing their client portfolio.
The right candidate should have three to five years experience in Commercial Insurance, some level of professional qualifications, a high standard of spoken and written English and appropriate computer skills, and a knowledge of Gujarati / Hindi would be advantageous. The position requires the following Technical Competencies/Skills/Experience: Account Management – servicing existing clients including Renewals, Alterations & Mid Term Adjustments, the ability to handle and place new business enquiries, and computer skills including Windows Office

Our client is a small niche IFA based in Watford who are keen to recruit a paraplanner to the team. They currently have 3 IFA consultants and are keen to expand the support side of the business. The majority of the business is investment based.
You must have prior experience in this role and be well qualified.

Our client is a medium sized IFA covering the Watford, Wembley and North London areas - and who have a niche, local and loyal client bank built up over many years. The business will tend to be investment biased - although the full spectrum of financial planning is covered.
They have experienced steady growth and are now keen to recruit an additional IFA to the team to work soley on the company's clients.
There is excellent support in place including full paraplanner and administrative support.
You must be fully qualified and working towards Diploma status.

Our client is one of the oldest established private financial services practices in the UK, and they are seeking a Senior IFA to join their team as part of their development and succession planning programme. The candidate will be extremely highly qualified - preferably Chartered Status,experienced and fully conversant with all aspects of a first class, client orientated, financial services operation In addition to their own substantial client bank (circa £50k per annum), the candidate will manage and develop a key business partnership with a Midlands-based, major international stockbroking firm and will plan and integrate with one of our clients most respected and highly successful IFAs in his eventual retirement, as his successor for his long standing, grade A clients. On offer will be a well established and top class practice which has an excellent reputation and long term consultants and clients. An excellent package in the region of £70,000+ which will be calculated through the level of business generated for the practice. A working environment which rewards resourcefulness, hard work and commitment and in return receives encouragement and support. Outstanding administrative PA support consistent with this high level appointment

This is a great opportunity to join a HNW consultancy/Property Agents as a mortgage broker - covering 2 of the above locations.You will currently be a mortgage broker and Cemap qualified and have experience within the HNW end of the mortgage market. The majority of business will be passed via the team within the International Property Agency.

Our client is a well established, prestigious IFA firm based in Colchester. The Principal of the business is due to retire shortly and is keen to conclude his exit strategy by attracting a well educated and experienced IFA to take over the practice. The successful individual will have access to all of the firm’s clients and introducers and there will be outstanding levels of administration and full paraplanner support. This is an excellent opportunity to develop your career within an investment based practice and run your own business.

Our client is a top wealth practice in beautiful offices in Buckinghamshire, and due to recent growth - they are now seeking an IFA sales administrator to join the team. You must have experience within pension transfers and 1st software. This is an excellent opportunity to join a true new model adviser wealth firm.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy firm in their offices in Skipton. This highly reputable and focused Practice is looking to appoint a further IFA consultant to their team who will be dealing with business that is HNW, the majority of which will come from existing clients, marketing campaigns and seminars. You will be experienced in offering advice to corporate and individual clients, and be or working towards Chartered status. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support

Our client is a small, highly profitable IFA in Norwich with excellent levels of client loyalty.
They have moved into new - owned premises on the outskirts of Norwich and are now embarking on a steady growth plan.
They have reviewed their client bank and have a small client offering to a new IFA to come on board but more so they have an untapped resource by way of a local solicitor and accountancy practice with business ready to be written
They are a super team - with full paraplanner and administration support and are highly regarded in their locality.
This is an excellent opportunity to further career with a successful, friendly and well established IFA practice.

Our client is a true wealth management firm and due to internal promotion a Practice Managers role has now become available. You must be well educated, have a through understanding of the industry and have had previous experience in a similar role. You will be required to be IT literate, have the ability to converse at all levels with HNW clients and wealth consultants. The role will include the day to day running of the Practice, liasing with paraplanners and establishing/holding weekly sales meetings. This is an all encompassing role and a great opportunity to develop ones career further.

Our client is a medium sized but national wealth management firm comprising a number of regulated companies. Currently the team consists of 60 people with 15 RI’s, and they are seeking a compliance officer who will sit between the holding company and the outsourced compliance function. This is a senior position. In this role, you will be required to travel between its main locations which are London, Chepstow and Eastbourne. However it is likely that your main base office will be Chepstow. You will be highly qualified, with relevant experience and have held or able to hold the CF10 function /responsibility. This is a great opportunity to develop your career further in compliance within a true wealth consultancy.

An outstanding opportunity exists within the Private Client Division of this highly reputable and prestigious regional and international IFA, for an experienced individual to join their existing team. The role will entail working with both the Domestic and International affluent and you will have access to both offshore and onshore products together with Private banking and Stockbroking services. The majority of the business will come from the existing client banks and referrals. In addition to a highly competitive remuneration package, you will receive unprecedented levels of administration and technical support. This will enable the correct individuals to elevate their careers to the highest levels. You must be AFPC qualified and highly competent and well versed in all aspects of HNW financial planning and advice.

Our client, a highly regarded top tier national Accountancy firm, currently have vacancies in their offices in the above locations, for experienced IFA’s to manage and develop their existing client bank of corporate and private clients which currently brings in about 150K of fees and commission each year per location, but has a huge potential to increase. The business is mainly Investments, Taxation and Trust work, GPP’s and employee benefit schemes such as PHI, DIS and PMI etc. There are also other existing clients to be passed on by the directors and other areas of business need to be developed. The ideal candidates will have the appropriate skills and be highly qualified – preferably Chartered Status – and with a good knowledge and experience in these areas.

Leeds is one of our clients top offices for revenue production (c.£2m per annum) in the UK and their biggest office in the North.

The role encompassed all facets of Sales Management including pure sales management (leadership, motivation and coaching, etc), supervisor work and the ability to effectively use a local budget for marketing and PI development.

The Sales Manager is also responsible for the Profit & Loss Account of the branch and within that the management of the Operations Team (although there is an Operations Team Leader in place who reports to the Senior Sales Manager).

You will be:

Located in or around the Leeds area (e.g. based in Manchester and travelling to Leeds is not suitable).
Preferably from the IFA arena (rather than a pure banking background).
CAS Status.
AFPC qualified (and J07 is a requirement within 12 months of starting the role).
A Track record of successfully managing high quality teams.
A strong record of effective leadership and coaching skills.

Two vacancies have arisen within this small highly focused successful Consultancy for additional experienced Paraplanners to join their team. The successful candidates will have at least 3 years industry experience with a thorough knowledge of the industry to include all aspects of personal financial planning. You will also be required to work towards G10 and G60 and possess excellent communication skills. The role will include client liaison, researching products, preparing technical reports and working closely with two senior consultants. As a result you will be required to have excellent report writing skills, an understanding of compliance and attention to detail.

Our client is a prestigious, specialist and progressive consulting firm based in Worcester which has been established in excess of 15 years and whose focus is predominantly on HNW clients. The majority of business is on a referral basis and consists of an increasing number of wealthy private clients who need professional advice. The principal is keen to attract an IFA to the team who will play a key role in his exit strategy. Your role will be to manage the existing clients, work closely with the managing director and his clients and develop referrals. You will need to be technically strong and have an outstanding track record in dealing with business in the HNW sector.

Our client, a highly regarded Accountancy firm, currently have a vacancy in their Cheltenham office for an experienced IFA to manage and develop their existing client bank of corporate and private clients which currently brings in about 100K of fees and commission each year but has a huge potential to increase. The business is mainly Investments, GPP’s and employee benefit schemes such as PHI, DIS and PMI etc. There are also other existing clients to be passed on by the directors and other areas of business to be developed. The ideal candidate will have the appropriate skills and be highly qualified – preferably Chartered Status – and with a good knowledge and experience in these areas.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy firm in their offices in one of the above locations. This highly reputable and focused Accountancy Practice is looking to appoint a further consultant to their team who will be dealing with business that is extremely high net worth, the majority of which will come from existing clients, marketing campaigns and seminars. The team offers advice to corporate and individual clients on the whole spectrum of financial products. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support.

Our client is a small firm of IFA’s with a strong reputation throughout East Anglia and who are now focusing on an aggressive growth plan. They have offices in Diss and Norwich.

The firm has excellent introducers to the business and as such there is a need to develop business from a well known accountancy practice and to work closely with a solicitors firm in Norwich.

In addition there is the opportunity to have access to approximately 250 clients of differing values but nevertheless – there is certainly massive scope to write business immediately and build upon a solid base for the future.

As an IFA, you must be well qualified, and have an excellent all round experience of the market with an emphasis on investments and IHT.

For the paraplanner role you must have had previous experience in this role, again with excellent report writing skills and attention to detail. You will be supporting 4 IFA’s on an ongoing basis. You will also be required to sit in on client meetings.

Both positions offer a super work environment, a great opportunity to progress careers with excellent packages and benefits.

This is a super opportunity to join a company working with a number of affinity partners covering most major public service unions and local authorities. There will be targeted marketing campaigns including seminars which are arranged nationally and locally for which each consultant would expect to have 2-3 seminars each month. The company prides itself on a higly supportive Management team, outstanding technology and super benefits for the right individuals. It is a home based role with full support form the field and head office. Currently you will be fully competent status with excellent persistency levels with at least 3 years experience, together with full FPC.

An excellent opportunity exists within the Private Client Division of this highly reputable and prestigious regional IFA, for an experienced individual to join their existing team throughout this period of focused growth. As a result of a number of small mergers, and associations with Accountants, Estate Agents and Solicitors locally, the majority of the business will be provided and includes a good quality client bank. There are excellent administrative, technical and Paraplanner support structures to assist you with your business. This is a great opportunity to join a truly focused IFA and expand your wealth management career.

Our client, currently have a vacancy in their Manchester office for an experienced IFA to manage and develop their existing client bank of corporate clients which currently brings in about 100K of fees and commission each year but has a huge potential to increase. The business is mainly GPP’s and employee benefit schemes such as PHI, DIS and PMI etc. There are also other existing clients to be passed on by the directors and other areas of business to be developed. The ideal candidate will have the appropriate skills and qualifications with a good knowledge /experience in this area.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy and law firm in their offices in Leeds. This highly reputable and focused Practice is looking to appoint a further consultant to their team who will be dealing with business that is extremely high net worth, the majority of which will come from existing clients, marketing campaigns and seminars. The team offers advice to corporate and individual clients on the whole spectrum of financial products.In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support.

Our client, a most prestigious Regional IFA, is seeking another 6 Consultants to join their team throughout this period of focused growth. As a result of a number of small mergers, and associations with Accountants, Estate Agents and Solicitors locally, there are good quality client banks available and an ongoing supply of leads. The roles involve dealing with Private Clients at a HNW level and the majority of business is derived form seminars, marketing campaigns and lead generation exercises. You are required to have the full FPC together with 5 years experience within the industry advising at a senior level. There are excellent administrative, technical and Paraplanner support structures in place to assist you with your business. This is a great opportunity to join a truly focused IFA and expand your career in the Wealth Management arena.

An excellent opportunity exists for an additional experienced consultant to join a leading IFA in their offices in Skipton. This long standing, highly reputable and focused Practice is looking to appoint a Senior Consultant who will be dealing with business that is high net worth, the majority of which will come from existing clients (repeat business and referrals), and leads derived from national associations with Accountants and Solicitors. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support. Full Paraplanner support will be available to enable you to concentrate and focus fully on your clients and their needs.

Our client is seeking an exceptional, dynamic and experienced, possibly London-based individual to join them as a Chartered Financial Planner/Director-Designate of Operations as part of our expansion and succession programmes. You will need to be at ease with very high net worth clients, including highly profiled individuals, and naturally discreet, articulate and experienced at working at Director level.
A prospective candidate will need to prove their ability to plan, direct, and coordinate the operational aspects of the practice, working closely with the Chairman and Managing Director whilst maintaining their own substantial client bank. You will report directly to the Managing Director and duties and responsibilities will include assisting in formulating and implementing policies, targets and corporate goals and generally managing some of the daily operations of the practice to achieve set goals. Specifically this will include managing human resources, sales and marketing activities and liaising with consultants.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy and law firm in their offices in one of the above locations. This highly reputable and focused Accountancy Practice is looking to appoint a further consultant to their team who will be dealing with business that is extremely high net worth, the majority of which will come from existing clients, marketing campaigns and seminars. The team offers advice to corporate and individual clients on the whole spectrum of financial products. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support.

An excellent opportunity exists for an additional two experienced consultants to join a leading IFA in their offices in Cambridge. This long standing, highly reputable and focused Practice is looking to appoint Senior Consultants who will be dealing with business that is high net worth, the majority of which will come from existing clients (repeat business and referrals), and leads derived from national associations with Accountants and Solicitors. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support. Full Paraplanner support will be available to enable you to concentrate and focus fully on your clients and their needs.

Our client is a prestigious and progressive wealth management firm based in Cheshire and London, and they are now looking for 2 additional consultants to join their highly experienced and educated team, servicing clients in London. They offer comprehensive, innovative and practical fee based wealth management solutions, using the latest technology to make sure that their clients financial goals are kept on track and that their investments work as hard as possible for their clients. This is a home based role, although all clients will be met in London at the client’s offices. You must have a demonstrable track record in GPP’s and Pension schemes and able to liase directly with providers. Ideally you will be Chartered or Certified status.

An outstanding opportunity exists within this highly reputable and prestigious regional and international IFA, for an experienced individual to join their existing team. The role will entail working with both the Domestic and International affluent and you will have access to both offshore and onshore products together with Private banking and Stockbroking services. The successful individual will be appointed to the board – however you must be able to produce business in excess of 200K per annum from an existing client bank in the first instance but in addition you will have access to the firms HNW client base. In addition to a super remuneration package, you will receive unprecedented levels of administration and technical support. This will enable the correct individuals to elevate their careers to the highest levels. You must be at least AFPC preferably chartered status.

Our client is a prestigious wealth management IFA based in Buckinghamshire and they are seeking a sales support administrator to join their extremely busy practice. You will be responsible for providing IFA sales support duties as well as basic paraplanning services. You will also have extensive client contact either by telephone or email. Ideally you will be technical and analytical and have a thorough product knowledge – and be a minimum of FPC qualified and currently working in a similar role.

A rare opportunity exists for an experienced individual to join this most prestigious Company in a management capacity in what is regarded to be the highest echelon of Sales Management in the industry. Due to focused expansion, this key position is available and will offer the successful individual, unprecedented levels of personal support and career development. You will have an outstanding track record in Management and a clear ability to recruit high achivers within the Industry.

Our client is a prestigious and progressive IFA based in Wiltshire but covering the above areas, which has been established in excess of 20 years and whose focus is predominantly on HNW clients. The majority of the business is on a referral and recommendation basis and consists of an increasing number of wealthy private clients who need professional advice. You will need to be technically strong and have an outstanding track record in dealing with business in the HNW sector. There will be full PA, Paraplanner and admin support for the right individual. Whilst there is access to the company’s client you will be required to supplement these clients with your own portfolio.

Our client, a most prestigious wealth consultancy is seeking other consultants to join their team throughout this period of focused growth. As a result of a number of small mergers, and associations with Accountants, Estate Agents and Solicitors locally, there are good quality client banks available and an ongoing source of leads. The roles involve dealing with Private Clients at a HNW level and the majority of business is derived form seminars, marketing campaigns and lead generation exercises. You are required to have the full FPC – and a relevant mortgage qualification for the Mortgage Consultants role (based in Hemel Hempstead), together with 5 years experience within the industry advising at a senior level. There are excellent administrative, technical and Paraplanner support structures in place to assist you with your business. This is a great opportunity to join a truly focused wealth practice and expand your career in this arena.

This is a super opportunity to join a company working with a number of affinity partners and accountants in the above areas. There will be targeted marketing campaigns including seminars which are arranged nationally and locally for which each consultant would expect to have 2-3 seminars each month. There are also recent good quality orphan client banks from which to work. The company prides itself on a highly supportive Management team, outstanding technology and super benefits for the right individuals. There will be full paraplanner and admin support in this role.

An excellent opportunity exists for an experienced consultant to join a leading single branded accountancy firm in their offices in Bournemouth. This highly reputable and focused Practice is looking to appoint a further consultant to their team who will be dealing with business that is HNW, the majority of which will come from existing clients, marketing campaigns and seminars. You will be experienced in offering advice to corporate and individual clients, and be or working towards Chartered status. In addition to a highly competitive remuneration package, the successful individuals will receive outstanding levels of administration and technical support