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Career opportunities from Heat Recruitment

  • By Sue Whitbread
Heat Recruitment

Heat Recruitment currently have 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

Financial Planner – £50,000.00,  Cambridgeshire.

Due to an increase in workload, a leading IFA Firm is looking to grow its financial services team by adding an experienced IFA. The business has a well-established client bank network and is looking for you to come and support their growing business. This is a fantastic opportunity for someone wanting to work for a firm which prides itself on having loyal clients that have invested with them over 3 generations.

This is an employed position, where you will be responsible for delivering a professional and reliable client experience, and achieving set targets in-line with the company’s strategy and operational goals.

You will be provided with access to the latest in technology to aid you in your duties and all within an environment that is conducive to growth. You will have the opportunity to develop your skills and you will be supported to allow you to focus on looking after your clients and increasing your earning potential.

Responsibilities:

  • Offer holistic, financial advice to clients
  • To provide exceptional client service and to build long term relationships
  • To adhere to the principles of TCF, work within the company’s compliance standards and professional development scheme
  • Delivering formal recommendations
  • Following up new business initiatives

Skills and other attributes :

  • Diploma qualified OR Chartered with previous experience in financial planning.
  • Ideally you will have some transferable clients – although this is not essential
  • Experience of dealing with HNW clients and a proven track record of hitting new business targets

Senior Paraplanner – £45,000.00, London.

Role info:

Are you an experienced Paraplanner looking for change? Do you have the important experience of working in an IFA environment writing bespoke suitability reports and liaising with clients and providers?

If this is you, then on offer is a great position within a highly reputable IFA firm in Central London. You will be rewarded with a healthy salary and receive more benefits on top. The firm is looking for someone that is ideally Diploma qualified and has a wealth of industry experience.

You could be a paraplanner looking for more of senior role within a company or looking for a new environment. Either way, you will be a key part and a valued member of the team, working alongside the business’ top performing financial adviser.

Duties & Responsibilities:

  • Ensure that procedures followed by the company are compliant and follow the guidelines set out by the FCA process and deliver suitability reports for IFAs
  • Provide recommendations to clients on investments, pensions and mortgages based on your own research and to be able to support these recommendations with a coherent explanation.
  •  Work effectively, both autonomously and as part of a team
  • Respond efficiently and effectively to requests from company advisers and management
  •  Assist in analytical work, including cash flow forecasting and investment analysis
  • Use of financial planning software tools
  • Develop productive working relationships with colleagues and clients

Skills:

  • Previous experience within an IFA practice as a paraplanner is essential
  • Previous experience with DB Pensions products will be advantageous
  • Ideally you will be Diploma qualified in financial planning or will have made significant progress towards this qualification
  • Good technical knowledge of pensions, investments and mortgages
  • Knowledge and practical experience in the application of the rules of the FCA

Paraplanner – £30,000.00 – Leamington Spa, Warwickshire

A fantastic opportunity has arisen for an experienced paraplanner to work within a well-established Chartered, independent, wealth-management firm.

The successful candidate will provide ongoing support to one of the directors. The successful candidate will benefit from taking an active role in formulating strategies to deal with financial issues that arise at review meetings with his HNW client base.

This position would be well suited to someone with a background which has specialized in taxation, investments and pre- and post-retirement planning.

The successful candidate will benefit from a relaxed family atmosphere, financial support on learning as well as a generous package and company benefits.

Main Responsibilities:

  • Developing existing private client relationships in collaboration with the director
  • Understanding each client’s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate.
  • Preparing research for client meetings.
  • Accompanying the director to selected client meetings and completing agreed actions.
  • Overseeing the analysis of clients’ existing investments and financial planning.
  • Liaising with colleagues to assist the approval and submission of compliant new business.
  • Providing regular updates to directors.

Key Skills and Personal Attributes – Experience/Qualifications essential

  • Experience working either as a financial consultant or paraplanner.
  • Extensive financial services knowledge and experience.
  • Strong working knowledge of pre- and post-retirement planning (including pension transfers), investments and taxation is key to this role.
  • Highly numerate and analytical in nature, with excellent attention to detail.
  • Strong PC skills with good knowledge of MS Word, Excel and Outlook.
  • Working towards or achievement of level 4 qualification
  • Knowledge of research tools & software.
  • Previous experience of working for an IFA

Client -facing paraplanner – £35,000.00, MILTON KEYNES, Buckinghamshire

A well-established wealth management practice in Milton Keynes require a career-committed research professional who is dedicated to enhancing their knowledge, experience and skills in this area.

Ideally, you will have previous experience as a paraplanner within a fast-paced environment and have extensive product knowledge in the areas of pensions, investments and protection.

The successful candidate will benefit from full support and training within a welcoming office environment.

About the role:

You will be required to analyse clients’ circumstances, objectives and existing financial planning arrangements in order to prepare appropriate recommendations for discussion with the adviser

The role involves undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the general market place

Liaising with various members of the research team involved in risk and compliance, to ensure that recommendations and advice given to clients is compliant

Provide high quality technical, administrative and research support to the advisers

Provide input to the research manager on the suitability of new systems or procedures

Assist in the development of less experienced members of staff

Skills:

  • Previous experience working within a similar role within an IFA Practice
  • Level 4 Diploma qualified or a desire to work towards
  • A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels
  • Committed to a career in research
  • Good time management and the ability to organise and prioritise workload

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

Paraplanner – £30,000.00, WIMBORNE, Dorset.

A well-established wealth management practice requires a career-committed research professional who is dedicated to enhancing their knowledge, experience and skills in this area.

Ideally, you will have previous experience as a paraplanner within a fast-paced environment and have extensive product knowledge in the areas of pensions, investments and protection.

The successful candidate will benefit from full support and training within a welcoming office environment.

About the role:

You will be required to analyse clients’ circumstances, objectives and existing financial planning arrangements in order to prepare appropriate recommendations for discussion with the adviser

The role involves undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the general market place

Liaising with various members of the research team involved in risk and compliance, to ensure that recommendations and advice given to clients is compliant

Provide high quality technical, administrative and research support to the advisers

Provide input to the research manager on the suitability of new systems or procedures

Assist in the development of less experienced members of staff

Skills:

  • Previous experience working within a similar role within an IFA Practice
  • Level 4 Diploma qualified or a desire to work towards
  • A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels
  • Committed to a career in research
  • Good time management and the ability to organise and prioritise workload

Senior IFA Administrator – £30,000.00  – ROMSEY, Hampshire

A fantastic opportunity has arisen for an experienced IFA Administrator to join a well-established financial services practice which provides a highly personalised financial planning and investment management service.

You will be responsible for providing high quality support to the successful financial planners of the business and helping to maintain relationships with clients.

Ideally, you will have exceptional attention to detail and previous experience working within a similar, fast-paced environment.

Responsibilities:

  • Providing high quality administration and analytical support to financial planners and their clients
  • To manage your own workload and defer to senior account manager should workloads become too high
  • Processing all private-client related new business and servicing queries
  • Participating in meetings, conferences and seminars applicable to the role
  • Liaising and building relationships with other functions/departments to ensure all aspects of development, change and ongoing activities are clearly communicated and absorbed in the company
  • Ensuring all meeting follow-up work is completed within company timescales

Skills:

  • Previous experience in a similar role within an IFA Practice
  • Good attention to detail and organisational skills
  • Confident and competent communication skills, verbal and written
  • Any financial services qualifications are desirable

Trainee Paraplanner – £28,000.00 – Cheam

A well-established wealth management and financial planning practice requires a trainee paraplanner who is dedicated to enhancing their knowledge, experience and skills in this area.

Ideally, you will have previous experience within the financial services industry, perhaps with a product provider – and be looking to take the next step in your career.

You will benefit from full support and training within a welcoming and friendly office environment.

Responsibilities:

  • You will be required to analyse a client’s circumstances, objectives and existing financial planning arrangements in order to prepare an appropriate recommendation for discussion with the adviser
  • Undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the market place
  • Liaising with various members of the research team involved in risk and compliance to ensure that advice is compliant
  • Provide high quality technical, administrative and research support to the advisers
  • Provide input to the research manager on the suitability of new systems or procedures
  • Assist in the development of less experienced members of staff

Skills:

  • Previous experience within the financial services industry, perhaps with a product provider
  • Excellent communication skills and attention to detail
  • Ambition and drive to progress your career
  • Some financial services qualifications are desired

Trainee Paraplanner – £30,000.00 – High Wycombe

Are you a junior paraplanner looking for change, or an experienced administrator looking for a step up into a paraplanning role?

A fantastic opportunity has been created to join a forward-thinking firm that deal with all aspects of financial planning. You will be in a junior paraplanner role with a company that offer exam support and puts an emphasis on personal development and career progression.

The role will involve working with the other paraplanners within the firm to provide bespoke support to the firm’s financial planners.

Responsibilities:

  • You will be required to analyse a client’s circumstances, objectives and existing financial planning arrangements in order to prepare an appropriate recommendation for discussion with the adviser
  • Undertaking whole of market research, as required, on all areas of the market, including pensions, investments and protection, both on a client-specific basis and as part of regular reviews of the market place
  • Liaising with various members of the research team involved in risk and compliance to ensure that advice is compliant
  • Provide high quality technical, administrative and research support to the advisers
  • Provide input to the research manager on the suitability of new systems or procedures
  • Assist in the development of less experienced members of staff

Skills:

  • Previous experience within an IFA firm would be preferable.
  • Ideally working towards the level 4 diploma in financial planning.
  • Excellent communication skills and attention to detail
  • Ambition and drive to progress your career

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.