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Our client is preparing for the future and they are actively working on their succession plan. To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business' next owner/Director once the current owner retires. There is a 5 year plan in place, part of which is focused on hiring a successor to the director now. This role will require you to continue your work as a Chartered Financial Planner and does require you to bring with you your own bank of clients, but in return, you will receive strong financial support for investment in staffing and resources, as well as a substantial salary, and all this whilst working closely with the Director as they train you up on the full suite of skills required to run a vibrant and successful wealth management operation. They offer an excellent working environment which has seen an exceptionally low level of staff turnover (which reflects their reputation as a conscientious and decent employer), and their support in terms of training and nurturing of staff needs and work/life balance sees the majority of new recruits flourishing within the first year. The business itself continues to grow consistently year on year, via pure organic growth, based on recommendations, referrals and excellent working relationships with legal firms across the UK. They are a well-run outfit and have the resources and capability to support, train, and develop their staff further, but have acknowledged that their current staff are quite a way off from being company directors themselves and are looking to bring in an experienced Chartered Advisor who will have a smaller leap into Owner/Manager role within the next 5 years. About You In order for you to be offered this salary, you must be able to bring with you a bank of clients that produce enough revenue to cover your costs for the first year at least You will be a fully qualified Independent Financial Advisor with Chartered status, or close to gaining this, and who has ambitions to one day step away from an advice role and take on a business management role. Previous experience of whole of market financial service offerings You will share the current director's philosophy on holistic financial advice You will be able to act as a mentor, leader and inspiration to those pursuing a long term career in wealth management Our client fully understands that most Financial Advisers that join them from existing businesses and will probably have some form of restrictive covenant, and can work with you provided that these clients can ultimately follow you to your new business. If you would like to know more about this opportunity or other roles we are working on, please send in a copy of your CV to Ryan at Financial Divisions
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough. The Role 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. There will be client contact, but you are not authorised to give advice. The role requires an individual to provide support to one or more financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level. Key Responsibilities Research a broad range of financial products across all financial sectors Maintain regular contact with clients providing assistance where required Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly Sending Letters of Authority Collate and evaluate client policy/investment/pension Researching products and funds using software such as Select A Pension and FE Analytics General Administration duties Create and maintain client files and enter details onto back-office database Submitting Business on internal and external systems Maintain regular contact with clients, booking clients in for annual reviews and management of review process New business processing and submission to Business Quality, submitting onto external and internal systems Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products General Administration and client servicing support as needed The Ideal Person Ability to build strong working relationships with both the IFA, and the rest of the team. Previous experience of working within a similar role within a financial services business is desirable. Experience using financial research tools. Working towards diploma qualification preferred, but not essential. It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment. You must be happy to work on your own and as part of a team and have excellent time management skills. Good IT skills including Office 365. Capable of meeting deadlines and being able to prioritise effectively. Good telephone manner. Package Dependent on skills and experience 25 days annual leave Birthday off as additional leave Auto enrolment pension Death in Service Training and support towards industry recognised certifications Cycle to work scheme