Chartered Financial Planner

3 weeks ago


Northampton, United Kingdom Heat Recruitment Ltd Full time
A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they prioritise this certification. If not currently Chartered, they are open to considering candidates who are one paper away from achieving chartered.

Key

Responsibilities:

* Provide comprehensive financial planning advice to clients, both existing and new.

* Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met.

* Collaborate with the team to identify and pursue new business opportunities.

* Stay updated on industry trends and regulations to provide clients with accurate and timely advice.

* Ensure that clients receive top-tier financial planning services.

Requirements:

* Chartered Financial Planner certification through CII, with a deep commitment to upholding the highest industry standards.

* Proven experience in providing financial planning and advisory services.

* Strong interpersonal and communication skills.

* A proactive approach to building and managing client relationships.

Compensation:

The compensation package for this role is dependent on your experience and qualifications:

*

Salary:
£75,000 per annum

* Car Allowance: £5,000

* Bonus: 25% of Net Business (NB) generated above £50,000, reviewed and amended annually.

Working Environment:

There is no work-from-home policy, as the Wealth Managers are actively leading their pods, have supervisory and management responsibilities, and need to be in the office when not meeting with clients. The office environment is conducive to collaboration and maintaining high professional standards.

How to Apply:

If you are a dedicated and Chartered Financial Planner with a commitment to excellence, we encourage you to apply for this exciting opportunity.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW


  • Northampton, United Kingdom Heat Recruitment Ltd Full time

    A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they...


  • Northampton, Northamptonshire, United Kingdom Heat Recruitment Ltd Full time

    A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they...

  • Financial Planner

    4 weeks ago


    Northampton, Northamptonshire, United Kingdom Heat Recruitment Ltd Full time

    A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. Provide comprehensive financial planning advice to clients, both existing and new. * Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met. * Ensure that clients...


  • Northampton, United Kingdom Capio Recruitment Full time

    **Job Title: Trainee Financial Adviser** **Salary: £40,000 - £50,000** **Location: Northampton** A developing independent, Chartered Financial Planning firm is looking to grow their team with an ambitious trainee financial adviser. This opportunity will be working closely with a leading financial planner, with a pre-set training structure put in place...

  • Financial Advisor

    3 weeks ago


    Northampton, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Advisor job provides you with first-class access to HNW and UHNW clients to develop an enviable client bank. Their clientele includes business owners and senior managers ranging from SMEs to listed companies. Once you are established,the business would have a long term aim for you to be writing £300k gross pa. This exciting position...


  • Northampton, United Kingdom Novax Recruitment Full time

    Novax Recruitment are hiring for a Senior Environmental Planner - Ecologist based in Northampton. Details: - 3+ Month Contract - Mon - Friday 37hrs pwer week - Start date ASAP Novax Recruitment are hiring for a Senior Environmental Planner - Ecologist based in Northampton. Duties Include: - Providing specialist technical advice to Local Authorities on...

  • Paraplanner

    4 weeks ago


    Northampton, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title - Paraplanner** **Location - Northampton** **Salary - £30,000 - £40,000** Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Northampton. The firm prides themselves on providing an industry leading service, with a clientfirst approach....

  • Operation Manager

    5 days ago


    Northampton, United Kingdom Leisure People Recruitment Full time

    **OPERATIONS MANAGER Northamptonshire £25,000** You will be responsible for a team of Duty Managers and Department Heads, with the main focus being delivering a high standard of customer service in a safe environment. This is a large facility newly refurbished, with over 3,500 members across their Gym and Swim memberships. Facilities include: - Two...


  • Northampton, United Kingdom Lynx Recruitment Ltd Full time

    Senior Civil Engineer - Northampton We're seeking a talented Senior Civil Engineer to join our clients expanding Northampton office. You should have a proven track record in delivering diverse Civil Engineering projects across both public and private sectors, with a minimum of 5 years' experience in a consultancy setting. Role Overview: As a Senior...


  • Northampton, United Kingdom Lynx Recruitment Ltd Full time

    Senior Civil Engineer - Northampton We're seeking a talented Senior Civil Engineer to join our clients expanding Northampton office. You should have a proven track record in delivering diverse Civil Engineering projects across both public and private sectors, with a minimum of 5 years' experience in a consultancy setting. Role Overview: As a Senior Civil...


  • Northampton, United Kingdom Lynx Recruitment Ltd Full time

    Senior Civil Engineer - Northampton We're seeking a talented Senior Civil Engineer to join our clients expanding Northampton office. You should have a proven track record in delivering diverse Civil Engineering projects across both public and private sectors, with a minimum of 5 years' experience in a consultancy setting. Role Overview: As a Senior...


  • Northampton, United Kingdom The Mounts Medical Centre Full time

    **Job Summary** Are you passionate about empowering individuals to improve their health and wellbeing? Do you thrive on building connections and navigating the tapestry of community resources? Then join our Social Prescribing team within the PCN and make a real difference in people lives! As a Social Prescriber you will play a crucial role in the NHS’s...


  • Northampton, United Kingdom The Mounts Medical Centre Full time

    **Job Summary** Are you passionate about empowering individuals to improve their health and wellbeing? Do you thrive on building connections and navigating the tapestry of community resources? Then join our Social Prescribing team within the PCN and make a real difference in people lives! As a Social Prescriber you will play a crucial role in the NHS’s...


  • Northampton, Northamptonshire, United Kingdom Lynx Recruitment Ltd Full time

    Senior Civil Engineer - Northampton We're seeking a talented Senior Civil Engineer to join our clients expanding Northampton office. You should have a proven track record in delivering diverse Civil Engineering projects across both public and private sectors, with a minimum of 5 years' experience in a consultancy setting. Role Overview: As a...


  • Northampton, United Kingdom University of Northampton Full time

    **About the Job** **Interview Date: 25 May 2024** The Student Welfare and Safeguarding Adviser works as one of two Deputy Lead Safeguarding Officers within the Safeguarding Team of Student Services, managing a case-load of complex and time sensitive student cases with the aim of ensuring student safety and wellbeing while ensuring that cases are closely...

  • Principal Surveyor

    7 days ago


    Northampton, United Kingdom West Northamptonshire Council Full time

    About the roleWest Northamptonshire Council is currently seeking to appoint a Principal Surveyor into its Property Strategy and Estates team. As a key member of the Estates team, the Principal Surveyor will have the opportunity to work on an extremely varied and diverse property portfolio. The role will include responsibility for managing and completing a...

  • Crown Court Clerk

    4 weeks ago


    Northampton, United Kingdom Ministry of Justice Full time

    **Crown Court Clerk - Northampton - 67813** **£25,827 - £27,170** **Northampton**: **Background** Her Majesty’s Courts and Tribunals Service (HMCTS) is one of government’s largest agencies, employing around 16,000 staff, with a gross annual budget of £1.6bn, and operating across around 350 sites across England and Wales. Our work underpins justice,...

  • Crown Court Clerk

    4 weeks ago


    Northampton, United Kingdom HM Courts and Tribunals Service Full time

    **Details**: **Reference number**: - 254427**Salary**: - £25,827 - £27,170**Job grade**: - Executive Officer- EO**Contract type**: - Permanent**Type of role**: - Operational Delivery**Working pattern**: - Flexible working, Full-time, Job share, Part-time**Number of jobs available**: - 1Contents Location About the job **Benefits**: Things you need...

  • Senior Civil Engineer

    2 weeks ago


    Northampton, Northamptonshire, United Kingdom Lynx Recruitment Ltd Full time

    Senior Civil Engineer - Northampton We're seeking a talented Senior Civil Engineer to join our clients expanding Northampton office. You should have a proven track record in delivering diverse Civil Engineering projects across both public and private sectors, with a minimum of 5 years' experience in a consultancy setting. Role Overview: As...