IFA Wealth Manager - Employed IFA required for expanding financial services business. My client is a regional business that has been operating in South West for a number of years and covers a wide remit in terms of financial advice and commercial insurance. They are currently entering their next phase of growth and are looking to add an additional IFA to cover the Exeter and East Devon area. The expansion has been driven by the acquisition of a number of smaller practices which will in turn expand the business opportunities in Exeter and East Devon. This role will be a mix of business to business and direct client meetings.
This is a fantastic opportunity for an IFA Wealth Manager who maybe looking for the security of an employed role. You will join a regional team and benefit from an excellent support structure. This is an exciting opportunity to develop both new and existing business. You will need to be qualified and able to give advice at RDR level 4.
If you are looking for a position that will give you stability in a changing and demanding market, this is the role for you. To find out more about the opportunity, please send your CV details to email@example.com or call Jo Howell on 01392 413577 for a confidential chat.
Other – IFA, life assurance, savings, investments
My client is seeking a Paraplanner to join a growing team supporting a regional South West financial planning business. Established for over 20 years they provide financial planning services to teachers, doctors, families and retired professionals.
General duties will include:
· Suitability letters.
· Pension reviews and recommendations.
· Investment reviews and recommendations.
· Protection reviews and rebroking.
· Annuity reviews and recommendations.
· Annual drawdown reports.
· Cashflow modeling and reports.
· Client income /TFC requests.
· Client valuations.
· Preparation of documents for client meetings.
· Knowledge of money laundering regulations
· Awareness of terms of business, FCA compliance, know your client, key FCA messages.
· First Software, Filemaker, Exchanger for research, Assureweb and O+M pensions provider.
· CII diploma status and be working towards chartered status.
If you would like to know more about the opportunity, please send your CV details to firstname.lastname@example.org or call Jo Howell on 01392 413577 for a confidential chat
Key words – IFA, Paraplanner, Wealth Management,
IFA required for growing FS business. My client is a regional business that has been operating in South West for a number of years and covers a wide remit in terms of financial advice and wealth management. They are currently entering their next phase of growth and are looking to appoint a self -employed IFA to cover the Exeter and East Devon area.
This is a fantastic opportunity for an IFA who wants to maintain their self-employed status whilst operating under a well-known brand. You will join a regional team and benefit from an excellent support structure. This is a self-employed IFA role and successful candidates will need to be qualified and able to give advice at RDR level 4. If you consider yourself a hunter and have a strong core client bank I would be very keen to discuss this IFA opportunity in more detail with you.
Other – IFA, life assurance, savings, investments, pensions, mortgages, business solutions, retirement planning.
Senior Paraplanner – My client is seeking a Senior Paraplanner to support a top business performer within a 20 strong regional wealth management business.
The Paraplanning team is based in Exeter but you don’t need to be. The department remotely supports the UK network of IFA Wealth Management offices. So if you dream of a flexible approach to the work life balance and are able to attend the Exeter office on a monthly basis, this could be the job for you!
As Senior Paraplanner you will provide remote paraplanning and work with a variety of pension protection and investment products in order to provide a high quality of service to clients.
If you would like to know more about the Senior Paraplanner – Homebased position, please send your CV details to email@example.com or call Jo Howell on 01392 413577 for a confidential chat. N.B. You will need to be available for interview week commencing 13th May 2013.
Key words – IFA, Paraplanner, Wealth Management, Homebased
My client started life as Chartered Accountancy practice, however over a number of years the Financial Services part of the company has been split into a separate division which services clients from the public sector.
The service division initially built its reputation within the Southwest, however is now expanding rapidly, largely due to an accreditation from the NPH National Primary Headteachers’ association.
This has allowed them to develop and access to schools, colleges and local councils. They are also regularly developing new connections with councils and other similar organisations provided via these affinity connections.
Role Profile: The IFA will provide financial and pensions advice to education professionals generated by the company. You will be booked group presentations and seminars by the company and you will be responsible for booking appointments via those meetings. Connections will also be made for you, in order to facilitate the provision of seminars to employees of colleges, local education establishments and public sector organisations, furthering the generation of new business.
The initial on ongoing training that is provided, as well as the seminar support has enabled this IFA to deliver consistent high performance.
You must have Full level 4 diploma with a proactive, highly driven, self starting nature. You must be able to manage your own diary and organisational skills will be essential.
If you would like to know more please feel free to call and discuss your CV profile in more detail.
Cathedral Appointments, 33-35 Southernhay East, Exeter, Devon EX1 1NX
Tel: +44 (0)1392 413577 Fax: +44 (0)1392 425690 Email: firstname.lastname@example.org