Reassured Ltd is the largest non-advised life insurance intermediary in the UK with established locations in Basingstoke, Portsmouth, Southampton, Manchester, Bristol, Bournemouth and Chester.
We launched our new Advised business offering in 2021 and continue to grow our sales and support teams across the entire business this year.
We arrange over 15,000 new customer life insurance policies per month with leading sales conversions and customer satisfaction metrics.
As they continue to grow, they are looking for a passionate investment professional to join the team.
Job Description
Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client's values and goals.
Financial Adviser - manage existing clients from the MD - employed role (up to £65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home
My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with.
The business has 3 advisers and a full support team of Paraplanners and Administrators.
Financial Adviser - manage existing clients from the MD - employed role (up to £65k) or self employed role - Fleet (Hampshire) - lots of flexibility to work from home
My client is a wealth planning firm with its main office near Fleet who I have met and placed 2 staff with.
The business has 3 advisers and a full support team of Paraplanners and Administrators.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
A superb Wealth Manager ( IFA) are keen to appoint an experienced Paraplanner on a hybrid basis to work 2 days in the Whitely, Hampshire office and 3 days from home.
Role and responsibilities
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability report.
The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:.