http://jobs.ftadviser.com/financial-advisers.aspxThe latest from FT Adviser Jobs.Copyright (C) Financial Times Business Limited5Exchange Street has been exclusively retained by this North West based Chartered Accountancy practice to bolster their financial planning team by inserting a new consultant into their Manchester office. The existing financial planning team are exceptionally busy, writing sizeable sums of new business and managing a large amount of renewals, meaning they are not able to fully service the clients the firm has in place. This necessitates the need for a new adviser to establish contact with these clients and maximise the work the firm undertakes with them. Our client requires any applicant to be an experienced and highly ethical adviser with a demonstrable track record of success in the independent arena. Excellent technical knowledge is a high priority, backed up by the attainment of the Diploma in Financial Planning and progression towards Chartered status, something other advisers at the firm already hold. It is also advantageous if candidates have worked either with Chartered Accountants previously and are able to quickly build effective working relationships. As the only adviser based from this office this is an exciting and high quality opportunity for an experienced, ambitious and competent adviser to further their career. The package on offer will reflect the firm’s belief in rewarding their staff through good salaries that will be increased on an ongoing basis in line with improved performance. For more information on this role please speak with Andy Taylor or Robert Perry at Exchange Street on 0161 973 9600 or email recruit@exchange-street.co.uk. www.exchange-street.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100164Thu, 12 Jan 2012 17:09:20 GMTHelp us shape the prudent revival? How will you invest in 2012? Our big investment will be in people. We’re developing a team of advisers to lead Prudential’s return to financial advice. And we’re looking for experienced individuals to help us. The Man from the Pru was once the trusted financial adviser for as many as one in three households in the UK. Times have changed but our values remain. And now once again, with Prudential Financial Planning, we’re reviving our great tradition of prudent financial advice. We launched the service in 2011 and already, it’s been greeted with incredible warmth. So we begin 2012 with the best kind of challenge: how to supply the demand and honour so much goodwill among our customers. We’ve been picking a team of advisers — both experienced advisers and in the future those that are new to the industry — who can build lasting relationships with 200,000 priority customers. And we’re investing to develop this team to its full potential. As part of this investment, we’re looking for an experienced individual who can prepare the team and equip each adviser to give our customers the peace of mind they seek from Prudential. We need someone who can design and deliver an inspiring and effective package of training. We need someone who’s been a financial adviser themselves, with recent experience in selling financial services — preferably direct financial advice sales. Someone with the experience, confidence and empathy to train senior people in new roles. Someone who has or is working towards a CII Diploma, or equivalent and who ideally has a training qualification. And someone who shares our vision, prudent values and sense of purpose. If you have these qualities and are excited by the opportunity to share in our big investment, then we’d love to hear from you. To apply or learn more visit www.pru.co.uk/careers, click Search & Apply, and search for roles with the reference number 00684.http://jobs.ftadviser.com/job-detail.aspx?id=100532Fri, 27 Jan 2012 09:46:09 GMT2012: the year you joined the prudent revival? What will you make of this year? For most the answer is obscured by uncertainty, but to us it’s clear. In 2012 we’ll continue restoring the great tradition of Prudential financial advice. Our task opens up an uncommon opportunity: if you have the necessary qualities, we’d like you to join us. During the 20th Century The Man from the Pru became the trusted financial adviser for as many as one in three households in the UK. Times have changed but our values remain. And now, in a new age of uncertainty, we’re being overwhelmed by the call for Prudential to return to financial advice. Prudential Financial Planning is our response. We launched the service in 2011 and already, it’s been greeted with incredible warmth. So we begin 2012 with the best kind of challenge: how to supply the demand and honour so much goodwill among our customers. We’ve identified 200,000 priority customers, who need sound financial guidance as they approach retirement. And we’re looking to appoint individuals who can build relationships with these customers and provide the clarity, confidence and peace of mind they seek from Prudential. You will need the qualities necessary for building trust, with your clients: experience, wisdom, emotional intelligence and an entrepreneurial instinct, tempered by a strong sense of prudence. You must have a proven record of achievement and be qualified (or nearing qualification) at Diploma level at least. As an adviser (we call them Partners) of Prudential Financial Planning, you’ll be entrusted with a portfolio of high quality potential clients. You’ll have the advantage of our strong product range and arguably one of the most comprehensive and expertly managed multi-asset investment propositions available. You’ll receive all the support you’d expect from Prudential, including full training and professional development resources and a first class reward package. And you’ll join a team of experienced professionals with strong values and a true sense of purpose. Knowledge, Skills & Experience -Successful track record of delivering sales to HNW clients (evidenced by earnings and reports) -Qualified to QCF4 level or equivalent, with aspirations for chartered Financial Planner status.http://jobs.ftadviser.com/job-detail.aspx?id=100152Thu, 12 Jan 2012 11:49:03 GMTWith 6 advisers and 5 support staff, this exciting regional practice combines a high calibre client proposition with lofty ambitions for long term growth. Working from a striking office base in affluent South Manchester while offering bespoke financial planning solutions with an in-house investment management service; this forward thinking practice is primed for success in a post RDR environment. Keen to add a further consultant to the team, they are currently seeking applicants with previous IFA experience who are looking to take their careers to the next level. Through a combination of a strong support function, high levels of assistance from the directors and the firms burgeoning reputation, this companies previous appointments have gone on to increase their previous revenue levels from around £100,000pa to £150,000. Although some support will be given in lead generation through the firm’s corporate connections, new IFAs will be expected to bring a small client bank or have capacity to self generate business. In addition, the successful recruit must hold current competent adviser status and have completed or be progressing towards diploma qualification. In return the role offers an attractive basic salary and low validation threshold for bonus. Self employed packages will be considered for experienced advisers who prefer this remuneration structure. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk. FS881662http://jobs.ftadviser.com/job-detail.aspx?id=100780Fri, 3 Feb 2012 11:00:56 GMTExchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure and upwards of 75% of its income is on a recurring basis. It has continued to attract assets under management at a high rate, has a very low client attrition rate and is very much ready for the RDR with over 90% of its advisers at Level 4 (with gap fill) by December 2011. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100769Thu, 2 Feb 2012 14:54:20 GMTOur client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit an experienced individual to advise and develop relationships with existing clients provided through seminars and affinity groups. This position will suit an adviser with excellent relationship management and new business skills, as the role will entail working with a large portfolio of clients who currently hold investment portfolios (collective based or discretionary) with the firm. Clients are generally high value and approaching retirement with most investment sizes between £100,000 and £200,000, although a number of cases are much higher (up to c£500,000). Consultants must be highly professional while holding the commercial focus to sign up business when opportunities arise. That said the support on offer is first class, with a dedicated technical support function in place. Technical knowledge is a very important aspect of the role and it is expected that applicants have a good understanding of investment management, although this is a holistic role with advice also extending to tax mitigation (e.g. IHT planning, trust work etc) and some pension/protection work. In addition, current FSA authorisation for regulated financial planning is essential although advisers are expected to be close to completing the Diploma if they have not done so already. The role offers an attractive salary and a generous commission structure with the adviser targeted on appointment levels and new business. Bonuses for cases referred by existing clients are paid at a much higher level which is an excellent opportunity for individuals with strong new business skills. Earnings at the firm at this level average £40,000 - £50,000 although top performers earn a great deal more. This is a superb opportunity with an ambitious national firm who have made large acquisitions in recent years. For further information regarding this exciting vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100768Thu, 2 Feb 2012 14:53:33 GMTExchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure and upwards of 75% of its income is on a recurring basis. It has continued to attract assets under management at a high rate, has a very low client attrition rate and is very much ready for the RDR with over 90% of its advisers at Level 4 (with gap fill) by December 2011. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100767Thu, 2 Feb 2012 14:52:37 GMTTrainee Financial Planner - Norwich Basic salary up to £28,000 + benefits A fee-based financial planning practice are looking to appoint a Trainee Financial Planner, the role is not an entry level role yet it is for an experienced Paraplanner who wants to move into an authorised advisory role and manage client reviews of behalf of the MD. You will be working closely with clients and reviewing existing portfolio' s and client assets, in addition be responsible for making switches and changes where necessary to portfolios. A good working relationship with the MD is crucial, who will be writing big levels of new business and with the reviews turning around quickly you will be responsible for servicing these fee-based clients. The individual will be a Senior Administrator or Paraplanner who is keen to move into an advisory role, you will hold Certificate in Financial Planning and have made progress towards your Dip PFS. A basic salary is negotiable up to £28,000 + benefits along with study support and the chance to progress into an advisory role.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100761Thu, 2 Feb 2012 11:20:24 GMTFinancial Planner - Norwich Basic salary up to £45,000 + benefits A fee-based financial planning practice are looking to appoint an experienced Financial Planner to manage client reviews of behalf of the MD. You will be working closely with clients and reviewing existing portfolio' s and client assets, in addition be responsible for making switches and changes where necessary to portfolios. The first point of call for the clients you will be responsible for all client facing after care. A good working relationship with the MD is crucial, who will be writing big levels of new business and with the reviews turning around quickly you will be responsible for servicing these fee-based clients. You will be an IFA who wants to concentrate on client service and service existing client review, as well as hold Certificate in Financial Planning and have made progress towards your Dip PFS. A basic salary is negotiable up to £45,000 + benefits along with study support with a progressive firm.Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100760Thu, 2 Feb 2012 11:16:25 GMTOur client is recognised as one of South Yorkshire’s premier IFA practices and enjoys a reputation for an exceptional level of client service. As part of an ongoing organic growth plan, an opportunity has arisen for an ambitious adviser to join the team. As a forward thinking Chartered practice, they are keen to embrace the changes facing the industry and are well equipped to work within a post RDR market. Understanding that their primary asset is the advisory team, they have developed a comprehensive support facility that includes one to one administrative support and paraplanning. The role is likely to suit experienced consultants who have their own client following and are keen to work for an RDR ready firm. Additional leads will be supplied via ongoing marketing initiatives and professional connections. Successful applicants will hold full FPC or equivalent as a minimum along with current FSA authorisation. Offering consultants above 60% in an attractive commission split that provides a significant proportion of revenue generated as income while also giving a high level of support. For further information and a confidential discussion about the role, please contact Andy Taylor or Robert Perry on 0161 973 6900, or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100734Wed, 1 Feb 2012 10:51:51 GMTFormed approximately 10 years ago by industry professionals looking to offer a truly innovative approach to high quality financial planning for high value individuals and SMEs, our client is keen to continue its development by adding a further consultant to an established team with 10 experienced IFAs. Through building strong connections with a number of professional introducers in the region, this successful practice has supplemented their loyal client base with a consistent source of new leads. The role will suit an ambitious and self motivated adviser, looking to take control of their own career by joining an organisation which understands the needs of an IFA and provides the necessary support for them to achieve their goals. This includes administration, new clients and most importantly a team of likeminded colleagues and a management structure that recognises a consultant’s autonomy and knowledge. Remuneration can be either through salary and bonus or an attractive commission only package to suit the requirements of the individual. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100733Wed, 1 Feb 2012 10:51:01 GMTWorried about RDR, Margins, Lack of new fresh clients? If so then you need to speak to us! Not only are we preferred recruiters to many of the biggest names in the industry as well as a host of smaller local financial services businesses and have been looking after financial advisers for 13 years. All of our consultants are ex financial advisers/managers from the industry and our principal is an ex IFA himself and has an unrivalled understanding of your current situation, the market place and what the various and best options are for you right now. This gives us 25 years of hands on experience of the IFA marketplace and ability to talk to you about all of the issues effecting IFAs at the moment. If you want an INFORMED confidential discussion on the issues effecting your business contact Andrew Fry today. In the meantime if you want to search through the 100s of vacancies we have across all areas of financial service sales, then visit our website. If you prefer not to send through your CV but would rather have a confidential initial discussion with Andrew Fry then call today on 01823 666978 FinancialAdviserCareers.com is one of the UK’s most highly regarded specialist financial services recruitment businesses. Not only are we staffed by ex financial advisers and managers but as appointed representatives of Integrity Resource Solutions we are preferred recruiters for most of the major names in the UK high street and a host of other large and small IFA businesses. For the best selection of Financial Adviser jobs across the UK visit us at http://www.financialadvisercareers.com/ Follow us on LinkedIn http://uk.linkedin.com/pub/andrew-fry/14/2b8/312http://jobs.ftadviser.com/job-detail.aspx?id=100732Wed, 1 Feb 2012 08:39:44 GMTAn employed financial adviser role, with salary, clients, envious market position, first class support and excellent earnings potential…. In the current climate it doesn’t get much better than this Over the last decade our client has developed an enviable position as leading financial advisers to a number of key professional affinity groups whose members are predominantly high earners with complex financial arrangements. You will have access to existing clients, excellent marketing and an exclusive geographical patch, whilst benefiting from first class training in the generics of your particular marketplace, and the level of support and package you would expect from a very strong company. To secure this role you will be an experienced financial adviser, with clear capability of attaining Dip status, have a successful sales track record and be committed to becoming the best in your field. These vacancies do not stay open long so contact us today. If you prefer not to send through your CV but would rather have a confidential initial discussion with Andrew Fry then call today on 01823 666978 FinancialAdviserCareers.com is one of the UK’s most highly regarded specialist financial services recruitment businesses. Not only are we staffed by ex financial advisers and managers but as appointed representatives of Integrity Resource Solutions we are preferred recruiters for most of the major names in the UK high street and a host of other large and small IFA businesses. For the best selection of Financial Adviser jobs across the UK visit us at http://www.financialadvisercareers.com/ Follow us on LinkedIn http://uk.linkedin.com/pub/andrew-fry/14/2b8/312http://jobs.ftadviser.com/job-detail.aspx?id=100731Wed, 1 Feb 2012 08:36:55 GMTDo you want to work for one of the pre eminent companies in the affinity group and seminar marketplace? Are you an experienced financial adviser who has either the experience of or skills to deliver client seminars and then follow up the resulting leads? If you are then our client wants to talk to you. They have become one of the most effective companies in this marketplace over the last 10 years and now require further consultants in key locations to satisfy demand for both seminars and advice. With unique access to major employers including the government and a track record that delivered 3,500 leads from seminars last year this is one of the best opportunities this year .Excellent package and support awaits the right people. If you prefer not to send through your CV but would rather have a confidential initial discussion with Andrew Fry then call today on 01823 666978 FinancialAdviserCareers.com is one of the UK’s most highly regarded specialist financial services recruitment businesses. Not only are we staffed by ex financial advisers and managers but as appointed representatives of Integrity Resource Solutions we are preferred recruiters for most of the major names in the UK high street and a host of other large and small IFA businesses. For the best selection of Financial Adviser jobs across the UK visit us at http://www.financialadvisercareers.com/ Follow us on LinkedIn http://uk.linkedin.com/pub/andrew-fry/14/2b8/312http://jobs.ftadviser.com/job-detail.aspx?id=100730Wed, 1 Feb 2012 08:34:07 GMTAsk any IFA what they want most at the moment and they will say a full diary - Our client can guarantee new appointments for its advisers, whilst providing them with an autonomous grown up environment, excellent support and technology, and the chance to create true value in your business. Through their access to clients, affinity groups, seminars and work place surgeries they were able to provide nearly 60% of all of their advisers’ activity and arranged over 8000 client appointments last year. To build on this success they plan to deliver 400 MORE client seminars than last year and need the advisers to follow up the appointments from these. If you want access to this lead source and can show that you have a good track record as a tied or IFA adviser and can build and maintain profitable client relationships then contact us today! If you prefer not to send through your CV but would rather have a confidential initial discussion with Andrew Fry then call today on 01823 666978 FinancialAdviserCareers.com is one of the UK’s most highly regarded specialist financial services recruitment businesses. Not only are we staffed by ex financial advisers and managers but as appointed representatives of Integrity Resource Solutions we are preferred recruiters for most of the major names in the UK high street and a host of other large and small IFA businesses. For the best selection of Financial Adviser jobs across the UK visit us at http://www.financialadvisercareers.com/ Follow us on LinkedIn http://uk.linkedin.com/pub/andrew-fry/14/2b8/312http://jobs.ftadviser.com/job-detail.aspx?id=100729Wed, 1 Feb 2012 08:31:22 GMTOur client is one of the UKs leading fee based IFA businesses with an enviable reputation for leading the way for new model advice and client remuneration. Due to the success of their model and acquisitions they are now looking for further experienced IFAs to join their business to both look after existing clients and also generate further new business through connections and networking. To secure such a sought after role you will be an experienced successful IFA with an excellent track record, Diploma status, be committed to achieving chartered level, and have some understanding of fee based practices. If you prefer not to send through your CV but would rather have a confidential initial discussion with Andrew Fry then call today on 01823 666978 FinancialAdviserCareers.com is one of the UK’s most highly regarded specialist financial services recruitment businesses. Not only are we staffed by ex financial advisers and managers but as appointed representatives of Integrity Resource Solutions we are preferred recruiters for most of the major names in the UK high street and a host of other large and small IFA businesses. For the best selection of Financial Adviser jobs across the UK visit us at http://www.financialadvisercareers.com/ Follow us on LinkedIn http://uk.linkedin.com/pub/andrew-fry/14/2b8/312http://jobs.ftadviser.com/job-detail.aspx?id=100728Wed, 1 Feb 2012 08:29:09 GMTAre you an experienced financial services sales person who wants to work in a highly profitable, specialist area of financial advice, with one of the country’s leaders in it’s field? Do you have the sales and negotiation skills to sell at boardroom level, from qualified leads to companies who need your services? Following up leads from one of the most effective marketing set ups in UK Financial Services, could you hold your own with key directors, whilst explaining complex financial solutions? For this company giving you the leads is the easy bit – conversion is the key to making you a star, and our client is not one of the top companies in it’s marketplace by accident. Working in the SME marketplace, providing solutions to funding requirements for companies, usually based around pension arrangements, with all leads provided by The Company you will enjoy an enviable yet challenging position. In a culture with a very high conversion rate. If you have some working knowledge of financial services or commercial finance, and most importantly the sales and negotiation maturity to work at boardroom level, then you too could replicate the success of this company’s current advisers. An excellent salaried package with year one OTE around £45,000 and the potential from year two to exceed £80,000, and an enviable company culture await the right applicant. If you prefer not to send through your CV but would rather have a confidential initial discussion with Andrew Fry then call today on 01823 666978 FinancialAdviserCareers.com is one of the UK’s most highly regarded specialist financial services recruitment businesses. Not only are we staffed by ex financial advisers and managers but as appointed representatives of Integrity Resource Solutions we are preferred recruiters for most of the major names in the UK high street and a host of other large and small IFA businesses. For the best selection of Financial Adviser jobs across the UK visit us at http://www.financialadvisercareers.com/ Follow us on LinkedIn http://uk.linkedin.com/pub/andrew-fry/14/2b8/312http://jobs.ftadviser.com/job-detail.aspx?id=100727Wed, 1 Feb 2012 08:26:33 GMTThis national, highly regarded practice specialises in the provision of equity release advice and has continued to prosper despite difficult market conditions, retaining its place as the leading firm in its field. They are currently seeking to recruit an additional equity release adviser in the South East to provide a first class service to clients generated through their extensive marketing. This includes their own website as well as ongoing exposure within a number of daily newspapers that generates a significant number of leads which are qualified via the Head Office before being passed on to the local adviser. The firm commits to providing 6-8 leads per week so the successful applicant will be extremely busy. Candidates will need to be FPC/CertPFS qualified (the Diploma is not required given the advice given), hold a relevant mortgage qualification and preferably have the lifetime mortgage exam (although funding is provided for this). As a home based role it is key that candidates are highly motivated individuals and have experience working in such a capacity, alongside an ethical and professional approach. This is an employed role with a car allowance and an attractive bonus scheme. The current advisers are experienced individuals who have operated at the firm for a number of years so have an excellent grasp of their task resulting in excellent, ongoing earnings in excess of £45,000 per annum. For more information on this role please contact Andy Taylor or Robert Perry at Exchange Street on 0161 973 6900. For other opportunities please visit www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100719Tue, 31 Jan 2012 15:10:44 GMTMy Client is currently looking for an Assistant Financial Advisor to join their team in Southport. This role will appeal to a fully experienced Paraplanner or an existing Advisor, who intends to make advising their career. It will involve supporting the Partners with Paraplanning but mainly shadowing and following up after the lead advisers / partners and advising on financial propositions. THE ROLE • To advise clients on financial propositions through utilising knowledge of tax and investment strategies, and full assessment of client’s assets, liabilities and overall financial objectives. • To act as primary support to Senior Partners of the business • To provide financial planning strategies to enable clients to achieve their financial goals and objectives. • Carry out research and investigation to determine whether they fit into the clients financial plans • Contribute towards agreed business targets. • Maintain service levels according to office procedure • Involvement/support in seminars and workshops on financial planning topics when required • Build and maintain client bases, keeping current plans up –to-date and secure new clients on an ongoing basis. • Contact clients periodically to determine if there have been changes in their financial status. • Communicate effectively with clients and other members of the team. • Contribute to team development • Develop working relationship with product providers. • Prepare and interpret for client information such as investment performance reports, financial document summaries and income projections THE CANDIDATE • IT Literate • Financial Service Insurance product knowledge • Financial Service Technical Knowledge • Understanding of Financial Services products and procedures • Competent with all internal office systems • Keeps abreast of market trends • Diploma in Financial Planning • CAS Status Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100659Tue, 31 Jan 2012 11:15:59 GMTFee-based Financial Planner - Aylesbury Salary up to £40,000 + bonus + benefits A niche fee-based financial planning practice who work with both private and corporate clients are keen to appoint a strong Adviser to the team. The practice specialises in providing fee-based financial advice to private individuals and corporate clients of a fairly high income to turnover. You will work alongside the existing team and work from an existing client range and take on new business from the introducers the business and forged relationships with over the last 10 years of trading. With technical paraplanners and administrators in place your time will be free to see your clients and also will give you the chance to develop relationships with some of the independent, private school across the region which they have a strong relationship with. You will have a stable career history and have made progress towards your DipPFS. An excellent basic salary up to £40,000 + bonus + benefits is available as well as a nice client bank and introducer relationship to work from. Sunny Everton - IDEX Recruitment sunny.everton@idexrecruitment.com 08453 701 007Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100609Tue, 31 Jan 2012 10:41:21 GMTIFA/Director required - Self Employed – OTE £100K + Equity share - ALL leads provided - South Wales/Cardiff Our client is an established mortgage, protection and General Insurance brokerage with over 25,000 clients. With offices in Essex and Cardiff, supported by 9 staff, they now seek to develop the wealth management side of the business through strategic marketing to their existing clients. They require an experienced IFA with a strong investment bias, to build and develop their wealth division from their Cardiff offices. With the backing of Tenets whole of market IFA proposition, for the right candidate this is a rare opportunity to develop your career within a new IFA venture at Director level, and with equity share from day one. Salary available in the early months in order to ease transition. All leads are provided If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100574Mon, 30 Jan 2012 12:27:36 GMTMortgage Advisers, - All leads provided - £75K OTE – West Midlands, London, Glasgow Our client is a Cannock based financially secure IFA with offices in Solihull and Redditch – one of the Principals of the business has a separate payroll and employment firm which looks after a large number of medium to large companies in all aspects of their Human Resource needs. As such, over a period of time, through direct marketing to these individuals, they have built up a heavy stream of mortgage leads that require servicing, plus the investment and pension cross-sales that come from these leads. They are looking for experienced Mortgage Advisers where they’ll be multiple lead generation options. You are required to: Service the leads from professional connections including a payroll business, accountants, solicitors, and land sales firms. Leads from internet, qualified and booked for you by the company. Successful candidates will have: CAS status, good track record, looking to maximise self employed income with all leads provided. Location: Office or home based or negotiable splits. Offices are located in Cannock, Birmingham, London, plus satellite offices countrywide. If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100571Mon, 30 Jan 2012 12:11:41 GMTIFA - £100k OTE - ALL leads provided - Nationwide vacancies Our client is a Midlands based IFA practice with strong links to a payroll/accounts operation. One of their largest clients has created an opportunity for 300+ contractors to work overseas for months at a time, with earnings well in excess of £100,000 on long term contracts. These individuals are returning to the UK and are requiring general advice, mainly around long term saving and retirement planning. With the contract about to double in size, our already busy client requires IFAs to service the requirements of these clients amongst others. They are looking for an experienced IFA where there’ll be multiple lead generation options You are required to: Service the leads from professional connections including a payroll business, accountants, solicitors, and land sales firms. Leads from internet, qualified and booked for you by the company. Successful candidates will have: CAS status, good track record, looking to maximise self employed income with all leads provided. Location: Office or home based or negotiable splits. Offices are located in Cannock, Birmingham, London, plus satellite offices countrywide. If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100573Mon, 30 Jan 2012 12:18:18 GMTIFA required - 100K OTE - London As a young company, our client already has in place many of the processes and procedures to not only meet but take advantage of the changes that will be imposed by RDR at the end of 2012. Our client have a separate administration and Paraplanning service which can be used for research and servicing advisers clients on a “pay as you go” basis, allowing advisers to choose and budget for the level of support they require rather than having it imposed on them. They encourage individuality among their advisers and will work with them to develop marketing strategies and campaigns if this is the direction they wish to take. They're also developing professional connections and lead generation programmes for advisers to participate in if it fits with their business model. Successful candidates will get: • Desk in London office with Internet Access (desktop computer provided if required) • Use of meeting rooms and other facilities • Postage, phone, and usual use stationery in London Office • Business Cards and other standard marketing literature • New business submission and chasing • Commission/Fee chasing • Weekly payments of Fees direct to bank (frequency to match Tenet) Not Included but Available At Additional Cost: • Paraplanning and administration support – a full break down of costs are given in a separate brochure • One off Marketing literature and Campaigns • Client Managed Portfolio Service If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100570Mon, 30 Jan 2012 12:01:54 GMTIFA – Midlands to join renowned IFA business with excellent support and lead generation sources Our client is established IFA businesses based in Leicestershire and have been serving the needs of our clients since 1982. They have clients spanning a large geographical area covering the midlands, Cheltenham, Bristol and Stoke and take pride on large amounts of referral business from their clients. Our clients’ business benefits from working closely with 3 substantial solicitor firms along with and number of accountancy practices acting as introducers. All of this has allowed us to build up £250m in funds under management. A further lead generation source are the seminars we run regularly to new introducers, affinity groups and IHT clients. Having recently established themselves with the UK’s leading independent network they are now looking for additional advisers to join their business on a self employed basis. All incoming advisers will benefit from lead generation from within the business, internal business development support, excellent marketing support and the backing of an established and renowned IFA brand. The ideal candidate will currently have an excellent understanding of the IFA market and be looking to align themselves with a business that can help them deliver a first class service, accurate advice and achieve £100k plus earnings. Whilst we can offer clients you must also have the ability to develop your own clients, or already have a small client bank of your own. If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100569Mon, 30 Jan 2012 11:56:59 GMTIFAs required – Self Employed - £100K OTE – Various locations Our client is a national practice with positions available around the country Their proposition is one of the finest the industry has to offer. They have spent years building their reputation with various organisations all over the UK They are in a unique position of being able to provide very large numbers of highly qualified client introductions as well as being able to provide client solutions based around the latest technology To meet their expansion plans our client is seeking 4 highly self motivated and qualified IFAs to join their existing national team of consultants. This is a great opportunity for any adviser to really maximise their earning potential The successful candidate will benefit from: • ALL leads being professionally introduced • Attractive Remuneration Terms • Market focused training provided • Opportunity to work from home You are required to: • Attend business premises throughout the UK advising employees on financial issues associated with redundancy, often involving pension analysis and investment / tax planning. • Expected to work to the highest standards at all times, holding high respect for maintaining the reputation of our business and the various external organisations you will be representing. • Maximise your self employed income with ALL leads provided The successful candidates will ideally be: • Diploma qualified and possess the required academic and practical skills particularly in the area of retirement planning and transfer analysis. • Having J04, J05, and / or AF3 (or equivalents) with demonstrable practical skills is desired. • Possessing good IT skills, ethical and willing to work as part of a team of like minded individuals. Location: North East/South East/North West/South West and Midlands If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference: U1020118 Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100568Mon, 30 Jan 2012 11:54:01 GMTIFA required to service existing client bank and develop professional connections in Gloucestershire - Employed / Self employed - OTE £70k+ Our client is a Gloucestershire based IFA firm with a large orphan client bank from its historic mortgage practice. With full office and admin support and a paperless system, they have now become the exclusive connection for a 60 strong solicitors firm. As such they are keen to recruit an experienced IFA who can develop both of these elements and are keen to maximise their earnings potential in this well respected firm. The successful candidate will have: • CAS • a good track record • the drive to maximise self employed income Location: You will be south west based and keen to maximise your earnings potential in this well respected firm. If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference: GD1020119 Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100567Mon, 30 Jan 2012 11:46:00 GMTEmployed IFA Birmingham West Midlands Our business has been in operation since 1988 and consists of 2 advisers, 2 admin staff and a technical support worker. The company is totally client centric and most of our turnover is generated from the ongoing service of the existing client base. Our markets are the small GPP market (usually businesses owned by our clients) and, (our primary market) is lump sum investments within and outside pensions for clients who are generally successful business men/women, or were prior to retirement. The client proposition is based around lifetime financial/cash flow planning linked with investment portfolio modelling whilst using tax efficient vehicles to maximise net return. Most of the firm’s income (non GPP) is fee or client agreed remuneration. The candidate profile- • Provide broad based financial/investment advice to above average clients • Communicate at a high level with clients and professionals • Show an existing client base to provide stability whilst developing • Working towards or achieved Diploma level • Find/develop new clients/professionals We are offering- • Generous Salary • Attractive bonus structure • PHI • Medical Insurance • Car Allowances • Optical/Dental plan If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference: QS10201120 Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100566Mon, 30 Jan 2012 11:41:17 GMTIFA’s required - £100 OTE - London, Home Counties, South East Our client is a successful IFA practice based in the heart of Flackwell Heath, Buckinghamshire and consists of 1 advising principle, 5 advisors and 4 support staff including Paraplanner support. Due to their well developed infrastructure combined with a strong local reputation they are now looking for enthusiastic IFA’s to join their team and benefit from the business they’ve developed. Their business offering would either suit a single adviser firm who is looking to mitigate the burden of running their own business with RDR in mind or advisers who are working in practices but want true value for money, business shares skills along with their expertise and resource. As a result this will allow you to free up valuable time to meet more clients. A package can be built to suit your needs whether you work from home or office based. A further benefit to their business is the opportunity to work in a friendly, team environment where hard work and success is actively rewarded. They’re able to offer incoming advisers excellent infrastructure, internal and external compliance, T&C, technology and an RDR ready business model. For this you will be Diploma or working towards it, CAS and have the determination to succeed in a professional environment putting client service first and foremost. If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference: PFP10201121 Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100564Mon, 30 Jan 2012 11:29:25 GMTIFA’s required – Employed / Self employed – Colchester / Suffolk / London area - £70K+ Our client is an established IFA business based in Colchester which is now looking for additional financial advisers to join their busy RDR compliant practice. The company offers an RDR focused client proposition which is fee based with clear funds under management objectives. They would be very interested in someone with a single tie or multi tied bank ground which would ideally suit an ex bancassurer or CIS adviser who is looking to develop their IFA knowledge The role could be either self-employed or potentially employed for the right candidate. Whilst the firm can offer clients, the ability to develop client referrals is essential so at least a small client base would be an advantage. Our client offers a generous tiered split fee / commission structure and expectations for earnings are £70k+ per annum. The role can be either office or home based with full administration support. If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference: PM1120111 Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100563Mon, 30 Jan 2012 11:22:15 GMTIFA’s required - ALL leads provided - National vacancies – Self Employed £100K OTE + Our client has been running his IFA business for over 15 years now. During this time, he has developed a fully integrated investment and pension appointment generating operation, with now over 60 staff generating enquiries for IFAs across the country. The technology and research provided means that these IFAs have been writing mainly pension transfer and consolidation cases successfully for a number of years, with an average transfer value of over £70,000, and an average commission income of £2500 per case. Our client is a growing business that is now looking to work with more experienced advisers to become part of their successful team. You are required to: Be responsible for the appointments that will be generated on your behalf. As such, experienced advisers are invited to join the team and benefit from their tried and tested model that makes money and improves the services offered to clients. Successful candidates will have: CAS status, a good track record, looking to maximise self employed income with all leads provided. You would benefit from: A diary full of lump sum investment opportunities, all financial planning and presentation reports prepared for you, all client information gathered for you by the in-house team, all research undertaken on your behalf and the security of working within a good company with fantastic earning potential. Location: This is a home based role where you’ll be required to attend the office once a month in Southampton. If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference: CF1120113 Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100562Mon, 30 Jan 2012 11:16:34 GMTIFA required – Epsom, Surrey – Self Employed - £75K to £100K expected income The owner of the networks number 1 mortgage brokerage with in excess of 1,000 loyal clients and turnover nearing £0.5 million pa is now looking to extend into the IFA market. This is a fantastic opportunity and will be ideal for an IFA who is looking to enter into a new joint venture. This will be with someone who has a proven ability in building successful businesses and now wishes to replicate this in the IFA arena. Will suite any IFA that’s looking to: • Professionally introduced leads • Start his own IFA practice • Wants to expand his existing practice • Wants to avoid having to pay any of the upfront business set up costs The business has been trading for 5 years. In addition to the full support provided you’ll also benefit from 14 professional introducers introducing new business leads with a high conversion ratio. The successful candidate will: • Ideally be (or close to being) QCF level 4 diploma qualified and possesses the required academic and practical skills particularly in the area of investments and retirement planning. • Possessing good IT skills, ethical and willing to work as part of a team of like minded individuals. • Have achieved CAS • Have a good sales track record • Have an existing client bank Location: You will be based in the Epsom office If you are interested in this role or any others that we have available Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference: KTP1220112 Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100561Mon, 30 Jan 2012 10:47:41 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100556Fri, 27 Jan 2012 11:57:35 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100555Fri, 27 Jan 2012 11:39:41 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100554Fri, 27 Jan 2012 11:36:08 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100553Fri, 27 Jan 2012 11:11:31 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100552Fri, 27 Jan 2012 11:02:55 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100551Fri, 27 Jan 2012 10:51:33 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100550Fri, 27 Jan 2012 10:35:45 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100549Fri, 27 Jan 2012 10:33:31 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100548Fri, 27 Jan 2012 10:28:41 GMTOur clients are a leading global provider of financial services and banking. Due to expansion they now require a number of financial advisers in London. The role will be to provide financial advise to the companies existing HNW private clients. This will be done by developing relationships with internal introducers to service new clients and servicing the existing client bank. Candidates must have full FPC and be progressing towards diploma status level 4. Candidates must also have experience as a financial adviser with a good track record of achieving revenue targets and top quartile performance. This would suit proactive consultant looking for a position with a leading global brand where earnings are related to performance.Hillman Saunders is acting as an Employment Agency in relation to this vacancy.http://jobs.ftadviser.com/job-detail.aspx?id=100531Thu, 26 Jan 2012 17:19:49 GMTIFA required - ALL clients provided - Solihull – Employed Salary £30K with OTE £50K+ Our client is one of the most respected wealth management companies in the midlands. With the majority of the incoming business coming from professional connections, they are seeking a professional independent financial adviser to maximise on opportunities Our client is a growing business that is now looking to work with more experienced advisers to become part of their successful team. Successful candidates will have: CAS status, a good track record, looking to maximise, highly organised and have experience with: Sourcing Systems and Trigold You would benefit from: All clients are professionally introduced by Introducers, a diary full of investment opportunities, full admin support including a Paraplanner and the security of working within a good company with fantastic earning potential. Location: This is an office based role based in Solihull If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100524Thu, 26 Jan 2012 11:51:39 GMTParaplanner – Midlands - £20-£35K depending on experience plus contributory pension scheme Our client is established IFA businesses based in Leicestershire and have been serving the needs of our clients since 1982. They have clients spanning a large geographical area covering the midlands, Cheltenham, Bristol and Stoke and take pride on large amounts of referral business from their clients. Our clients’ business benefits from working closely with 3 substantial solicitor firms along with and number of accountancy practices acting as introducers. All of this has allowed us to build up £250m in funds under management. A further lead generation source are the seminars we run regularly to new introducers, affinity groups and IHT clients. Having recently established themselves with the UK’s leading independent network they are now looking for a Paraplanner who has the following: • Diploma qualified • Within a 20 mile radius of the office • Aged between mid 20's and mid 40's • Be able to write reports and suitability letters • Be able to research and create reports for potential wealth management clients • Be able to do pension transfer analyses (research all old plans/O&M) • Create recommendation reports • Produce Planlab reports (including keyring data) • Prepare review packs If you are interested in this role or any others that we have available: Email: aaron.rowsell@tenetgroup.co.uk (please attach your CV) quoting our reference Call: 01132 395 315 or 07920 060258 (enquiries after 5pm weekdays) Visit our website: www.tenetjobs.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100523Thu, 26 Jan 2012 11:41:23 GMTAn expanding wealth management organisation with a national presence, our client is embarking on further growth throughout the UK. Having acquired a number of regional and national IFAs already, with further acquisitions in the pipeline, they are aiming to be the leading national IFA in the country by 2013. With 100 IFAs already and a successful, established wealth management service, the company are able to offer a huge number of tangible positives to any ambitious consultant wishing to further their career within the industry. This includes access to clients bought by the firm through their acquisition programme, access internally to leads from other divisions within the organisation (such as banking and retirement seminars) and some of the best links in the market to the professional connection community, in particular legal practices. Advisers also benefit from a large technical support function, a marketing team and in-house training. The firm are looking for the best possible advisers in the industry and are paying very attractive salaries, ranging from £40,000 to £80,000, and a bonus scheme that truly rewards high achievers, with bonus levels starting at 37.5% and increasing to 50% dependent upon production. They are though very clear that in return they need to secure professional, determined and highly competent advisers who have the capability of writing sizeable sums of business. The support is there but any applicant will have to be proactive and new business orientated, with it advantageous that any candidate has either some clients or introducer links to bring to the role. Applicants must be able to demonstrate an excellent track record and be Diploma qualified (or at least very close to completing). The firm have offices in most parts of the UK but the present focus is on the South East (London & Sussex bases), Bristol, Edinburgh and Glasgow. This is an ongoing recruitment drive with the firm committing to interviewing candidates over the next 12 months. For further information regarding this exciting vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. www.exchange-street.co.ukhttp://jobs.ftadviser.com/job-detail.aspx?id=100517Thu, 26 Jan 2012 09:12:08 GMTExchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure and upwards of 75% of its income is on a recurring basis. It has continued to attract assets under management at a high rate, has a very low client attrition rate and is very much ready for the RDR with over 90% of its advisers at Level 4 (with gap fill) by December 2011. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100516Thu, 26 Jan 2012 09:09:26 GMTOur client is one of the largest and most pre-eminent names in the region with an unparalleled reputation for the support it provides its advisers. They have recently engaged us to assist in the continued growth of their business and to this end are now seeking to recruit additional senior IFAs to their team. With their unique corporate pension service they are able to provide access to a large number of extremely high quality clients on an ongoing basis, with the schemes targeted by the company focusing on white collar professional firms. One recent scheme had over 70 members with an average salary of £45,000, reflecting the opportunities this service affords. Alongside this the firm offers a huge degree of technical support (including Diploma qualified paraplanners) as well as access to clients through existing professional connections (a number of the Directors have an accountancy background). Therefore applicants with the determination and ability to cultivate a profitable client portfolio have all of the tools in place to succeed. To be considered it is imperative that candidates can demonstrate a successful track record advising on an independent basis as well as having progressed with advanced qualifications (attainment of the Diploma is highly desirable). Applicants will be driven, highly motivated and have the new business skills required of modern-day consultants. A tailored financial package is on offer to enable the firm to recruit the best consultants in the market and does strongly reward performance. Salaries can go to £52,000 per annum with a low validation level and 40% bonus pay-away. This is a highly profitable, well-funded firm who have been preparing for the RDR for a number of years and are very well positioned to carry on their success in that environment. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100498Wed, 25 Jan 2012 10:20:44 GMTWith offices in Surrey and Hertfordshire, this well established IFA practice has been providing financial planning services since the mid-1990s. Due to an ongoing acquisition plan and the upcoming retiring of a senior IFA, they are in a position to supply leads and clients on an ongoing basis. Applicants will need to be experienced, good quality IFAs who have been generating a minimum of £50,000 per annum, although the preference is for individuals who are much more established. It is expected that those candidates will be able to carry on working with their own client base whilst new leads are being converted, but it is an opportunity whereby a good level of assistance can be provided in the generation of clients through the acquisition campaign. With the RDR fast approaching Diploma status is desirable, although the company are happy to consider those individuals who have committed to taking the relevant exams, with the greater emphasis at present on experience. The company offer self-employed contracts with splits on an adviser’s own business as high as 85% although there is a monthly desk charge to consider. They will also pay competitive rates on business written from provided leads. With the company running a paperless office and having offices throughout the South East, applications are welcome from advisers throughout the region. For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail recruit@exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100496Wed, 25 Jan 2012 10:19:02 GMTFinancial Planner - Nottingham £40,000 - £45,000 + bonus + benefits We have been retained by a high quality, fee based financial planning practice who are keen to appoint a highly qualified Financial Planner to service a range of HNW clients. The clients have been built up over the course of many years with others coming from a number of group schemes managed by the practice. You will be responsible for providing holistic fee based planning to wealthy clients and run your own diary, you will have the support of technical paraplanners and administrators and be invovled in company direction and procedures. The team also has the ability to offer in house discretionary service to wealthy clients. Sunny Everton sunny.everton@idexrecruitment.com 07814 443000 Please view www.idexrecruitment.com for further Insurance opportunities. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful.http://jobs.ftadviser.com/job-detail.aspx?id=100453Tue, 24 Jan 2012 16:09:30 GMTExchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice for high net worth individuals in the UK, they require additional consultants to cope with the demand for their services. The firm in question is extremely profitable, has an established fee charging structure and upwards of 75% of its income is on a recurring basis. It has continued to attract assets under management at a high rate, has a very low client attrition rate and is very much ready for the RDR with over 90% of its advisers at Level 4 (with gap fill) by December 2011. Support is on offer to assist each adviser develop a high quality, fee paying client base, with the organisation providing clients, assistance with marketing (for example through seminars) and professional connection work, where a great deal of their business is currently referred from. The business has been acquisitive in the past and will continue this approach in the future leading to new opportunities. The firm offers excellent technical support with dedicated administration and paraplanning teams (20 of whom are Chartered) meaning that each consultant can maximise their time in front of clients. To be considered applicants must have the diploma as a minimum (no application can proceed without this) and be fully committed to ongoing professional development to Chartered status (the company funds all exams). A strong track record of providing advice to HNWIs is also a pre-requisite. This is a firm that expects an individual to be focused on securing new business, so any applicant with a successful track record of winning new business via professional connections will be at an advantage. The successful candidates will benefit from a brand and depth of client bank beyond that of the majority of wealth managers, working for a company with a clear focus on its direction and the values it has. Salaries are market leading reflecting not just the quality required but also the commitment the firm places in its staff. Such salaries can also be increased on an ongoing basis dependent upon performance and funds brought in to the company. For further information regarding this vacancy or a confidential discussion about the other high profile roles in the region, please contact Robert Perry or Andy Taylor on 0161 973 6900 or e-mail us at recruit@exchange-street.co.uk. More opportunities can also be found by visiting our website www.exchange-street.co.uk.http://jobs.ftadviser.com/job-detail.aspx?id=100400Tue, 24 Jan 2012 11:22:22 GMT