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Career opportunities from Heat Recruitment

  • By Sue Whitbread
Heat Recruitment

Heat Recruitment has the following opportunities for financial advice professionals. For more details of these and hundreds of other vacancies too call Bristol 0117 922 1771, London 020 3207 9075 or visit their website, www.heatrecruitment.co.uk

Private Client Consultant (IFA) – Oxford Reading and Nottingham areas

Salary:                        £50,000 – £55,000

The business

This multi-award winning Financial Planning practice has with offices nationwide. They provide advice to private clients as well as businesses.

The opportunity

An opportunity has arisen for an experienced financial adviser to join the team.  You will benefit from an existing client bank and leads from 3 professional practices in Oxford, Nottingham and Reading.

What’s needed for me to be considered?

Level 4 Diploma Qualified as a minimum

Proven experience as a successful IFA

 

Training and Competence Officer   – Cheltenham

Salary:                        £40,000 – £50,000

The business

This is a growing practice with a great industry name, focus on providing a highly personalised financial planning and investment management service with the clients’ needs put at the heart of everything they do.

The opportunity

The role is an integral part of the sales team, reporting directly in to the financial planning director. The role is to effectively deliver the T&C requirements of the firm, and includes conducting all T&C activities on a day to day basis, as well as an element of sales management and IFA development and training.

The role will also support sales management and effectively interact with other departments, in particular with the compliance and technical teams.

What’s needed for me to be considered?

Level 4 Diploma qualified and keen to progress towards the Chartered Status

Previous experience within a fast-paced IFA practice is desirable

J07 & AF6 qualifications would be advantageous

High level of analytical capability and good communication skills

Previous T&C and sales management experience

Excellent interpersonal, listening, numerical and IT skills

Good organisational, time management skills and effective caseload management

Professional, ethical and discreet

 

Paraplanner – Milton Keynes

Salary:                        £30,000 – £40,000

The business

This international Wealth Management practice provides a highly personalised financial planning and investment management service to clients.

The opportunity

During a period of expansion, they are looking for a paraplanner to support their successful financial planners. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

What’s needed to be considered?

Level 4 Diploma qualified or working towards this

Previous experience within a fast-paced IFA Practice

High level of analytical capability and good communication skills

Paraplanner – Liverpool

Salary:            £25,000 – £27,000

The business

An award winning Chartered Financial Planning firm that has achieved unprecedented success in recent years and currently holds several unique accolades. This company focuses on providing a personalised and highly professional service to HNW clientele that has resulted in consistent growth and high client retention. Known for having an excellent reputation in the industry as well as investing heavily in the development and wellbeing of their staff, this firm is an excellent place to build a career.
The opportunity

Due to business growth and internal progression of existing employees, this company seeks a paraplanner to join their highly experienced and supportive team. You will be supporting several advisers and their HNW clientele and will have the opportunity to work on a diverse range of business. You will receive training and exam support as well as future progression opportunities within the business.
What’s needed for me to be considered?

  • Hold level 4 Diploma in Financial Planning
  • Progression towards Level 6 (advantageous)
  • Broad market knowledge of financial services and products
  • Previous experience supporting IFAs within a regulated environment
  • Previous paraplanning experience

Technical Paraplanner – Southport

Salary:                        £30,000 – £45,000

The business

This very well established independent financial planning firm has clients based all over the UK. They pride themselves on being able to offer a genuinely bespoke service from a very highly qualified back office team and several chartered IFAs.

The opportunity:

This is an exciting opportunity to join a forward thinking and innovative Financial Planning firm as a technical, client facing paraplanner providing vital support to the partners of the firm. The successful candidate will be responsible for providing a professional and holistic financial planning service to high net worth private clients. This will include technical research and analysis, client case analysis and on-going review, compliance related projects and preparation of reports and technical briefings.

You will be expected to attend client meetings and build relationships to make sure that you are providing the best, most suitable recommendations to each and every client.

  • What’s needed for me to be considered?
  • Must hold a minimum of the Diploma in Financial Planning and aspire to Chartered Financial Planner status.
  • Experience of providing back office support within an IFA firm
  • Strong administrative, research, report writing and communication skills.
  • Excellent analytical skills and prefer to work in a structured, planned manner.


Trainee IFA – London

Salary:                        £28,000 – £30,000
The business

This well respected IFA practice seeks to build a long term, trusting relationships with their clients by embracing the use of new technology as well as the service of their well-qualified support team assisting the IFA’s to make the best decisions for their clients. They provide tailored financial planning advice and really go the extra mile to provide a personalised service. The business has multiple offices across the UK.

The opportunity

You will be working in a client facing role handling both paraplanning and advising duties to new and existing clients. This is a unique role for someone who is looking to transition from a support role into a client-facing position and to develop their career as a financial adviser.

What’s needed for me to be considered?

  • Experience of providing paraplanning support to IFAs is desirable.
  • Level 4 diploma qualified and keen to build upon this qualification
  • Driven, motivated and ambitious individual who has strong interpersonal skills.

Paraplanner – Farnborough

Salary:                        £35,000 – £40,000

The business This multi-award winning Financial Planning practice specialises in providing tailored financial advice to private clients across the UK as well as some of its largest businesses.

The opportunity

Due to expansion within the business, the company are looking for an experienced paraplanner to join the back-office team. This is an opportunity for someone who is looking to share ideas with experienced professionals and feel valued within a tight knit team.

What’s needed for me to be considered?

  • Previous paraplanning experience, preferably including pension advice
  • Diploma qualified with an interest to work towards Chartered status
  • Attention to detail and the ability to explain complex information clearly and simply is key

 

Investment Sales Support – London

Salary:                        £23,000 – £26,000

The business

This is a forward thinking and highly successful financial planning and investment company that has a substantial amount of HNW clients across the UK. This company focuses on helping their clients achieve their financial goals through personalised and holistic advice.
The Opportunity

Due to business growth and an increased demand on their services, this company is now looking to welcome and experienced paraplanner to the team who would be comfortable supporting several highly successful wealth managers and their clients. You will be responsible for supporting chartered wealth managers with full paraplanning support. Over the long term the role allows for internal progression and developing a team as the business grows.
What’s needed for me to be considered?

Hold level 4 Diploma in financial planning (CII/CISI or equivalent)

Previous experience of supporting IFAs or Wealth Managers with full paraplanning support

Knowledge of pensions, ISAs, GIAs, on/offshore bonds and IHT products

Experience drafting compliant suitability reports

Knowledge of the financial planning process, and broad market knowledge of financial services/products

 

Senior IFA Administrator – London

Salary:                        £25,000 – £35,000

The business

This is a well-established financial services practice which provides a highly personalised financial planning and investment management service.

The opportunity

They seek an administrator to provide high quality technical administration and analytical support to their financial planners. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

What’s needed to be considered?

Previous experience within a financial planning role

Professional communication manner, both written and verbally

Relevant financial services qualifications are desired

 

Regional Sales Manager  South West (Devon/Cornwall/Gloucester/Somerset/South Wales)

Salary:                  £45,000 – £55,000 + Bonus + Benefits + Car Allowance 

The role

A fantastic opportunity has arisen with a group of companies based within the South West for a Regional Sales Manager. The manager will develop and maintain enduring relationships with targeted financial advisers with the objective of achieving new business production in line with targets.

This is an exciting company with ambitious long-term growth plans, thus an excellent chance to be at the forefront of this growth whilst working amongst a hardworking and driven team.

An Ideal candidate will have experience in a similar position or as a Business Development Manager for an IFA / Financial Planners, and have the desire or will have already achieved their Level 4 Diploma.

Key attributes and qualifications:

At least 5 years’ sales experience in the financial services sector

Level 4 Diploma in Financial Services or equivalent

Good English and mathematical skills

Able to communicate and present clearly and concisely to individuals and groups

Good analytical skills

Working within highly regulated environment

Organizational and planning skills

Ability to work remotely

Self-motivated and tenacious

Professionalism

And also

If these specific vacancies are not exactly what you are looking for, please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.