Financial Planner
3 days ago
We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners.
We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term.
The qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results and having a passion for learning and development.
Our Purpose, Vision and Values are at the core of what we do.
**Our Purpose**: We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.
**Our Vision**: To build a sustainable and socially responsible business that is trusted by our employees and clients, never detracting from our core value that our clients come first in everything we do.
**Our Six Values**:Our clients are at the heart of everything we do. Our six core values guide what we do every day:
- We are client-centric
- We will do the right thing
- We always deliver
- We become a trusted member of the family
- We continually set standards of excellence
- We believe in teamwork
**Position**:
**Office**:Perspective (North East) Ltd
**Hours**:Monday - Friday 9.00am - 5.00pm (35 hours)
**Salary**:Dependant on experience and qualifications, plus Bonus
**Benefits**:25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare
**Specific Responsibilities**:
The key duties of the role are listed below:
- Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection)
- Assess client’s financial circumstances, understand their needs and develop a comprehensive financial plan
- Make recommendations to clients that meet their goals and ambitions
- Cultivate the client base and build relationships
- Keep abreast of new industry developments and research the market to ensure that knowledge is current
- Keep up to date with financial products and legislation and comply with all industry rules and regulations
- Due to the nature of the business, the role may also include additional responsibilities considered reasonable
**Requirements**:
**Role requirements**:
- Experience as a Financial Planner or relevant experience
- Qualified to Level 4 Diploma in Financial Planning as a minimum
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Good knowledge of compliance, TCF, Data Protection Act and
- Anti-Money Laundering requirements
- Excellent communication skills and the ability to ask appropriate questions of clients
- Good analysis skills, money management skills and planning skills
- Should be enthusiastic and willing to assist clients
- Ability to manage own workload
- Time management is a must to ensure appointments are scheduled with realistic time frames
- Flexibility/ adaptability to cope with change
- Full driving licence and own car essential
**Critical Knowledge required**:
- Knowledge of FCA rules relating to the financial advice process.
- Working knowledge of Compliance
- Knowledge of the current market place
-
Financial Planner
1 day ago
Darlington, United Kingdom Tempest Jones Full timeFinancial Planner You will provide financial advice to clients and make recommendations on how to best meet their goals. There will be significant support and a client bank provided. Specific Responsibilities - Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection) - Assess client's...
-
Full or Part Time Financial Clerk
3 weeks ago
Darlington, Darlington, United Kingdom The Verve Group Full time**Job Description:** Full or Part Time Financial ClerkWe are seeking a qualified financial clerk to join our team on a full-time or part-time basis. As a financial clerk, you will be responsible for providing administrative support to our financial planners and administrators.The estimated salary for this role is £24,000 - £34,000 per annum, depending on...
-
Financial Services Professional
2 weeks ago
Darlington, Darlington, United Kingdom The Grad Scheme Full timeCompany OverviewThe Verve Group is a leading provider of outsourced support services to financial advisers and planners. Our mission is to help good quality financial advice firms grow and develop, while also attracting new talent into the industry.
-
Financial Administrator
3 weeks ago
Darlington, Darlington, United Kingdom The Verve Group Full time**Job Title:** Financial AdministratorWe are seeking a skilled financial administrator to enhance and support our existing outsourced administration and paraplanning offering. Located in a professional environment, you will form part of a larger team, comprising paraplanners, technical experts, and administrators.The estimated salary for this role is...
-
Administrative Assistant
2 weeks ago
Darlington, Darlington, United Kingdom The Verve Group Full timeAbout the JobJoin The Verve Group's expanding team as a Financial Administrator, supporting our outsourced administration and paraplanning services. This exciting opportunity offers a dynamic work environment, flexible working arrangements, and professional growth.As a key member of our team, you will be responsible for compiling financial data, preparing...
-
Senior Financial Administrator
7 months ago
Darlington, United Kingdom The Verve Group Full time**About the Role**: The Verve Group are seeking an experienced financial administrator to enhance and support our existing outsourced administration and paraplanning offering. We have a number of financial planner and adviser clients who use us for their administration and paraplanning needs and due to high demand we are expanding our team. This role...
-
Darlington, Darlington, United Kingdom The Grad Scheme Full timeStart Your Career with The Verve GroupAre you looking to launch your career in financial services? Do you have a passion for learning and a willingness to take on new challenges? If so, we would love to hear from you!About the RoleAs a Finance Service Analyst, you will be responsible for providing administrative support to our team of financial planners,...
-
Financial Planning Administrator
1 day ago
Darlington, United Kingdom Tempest Jones Full timeThe role itself will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners. Key duties: - You will be involved in looking after both new and existing business. - Obtaining illustrations on new business. - Collating portfolio valuation reports. -...
-
Financial Services Specialist Role
1 month ago
Darlington, Darlington, United Kingdom The Grad Scheme Full timeAbout The Verve GroupThe Verve Group has big ambitions and a positive outlook, offering a dynamic and supportive environment in which to learn and grow. Our team is passionate about delivering high-quality support services to financial advisers and planners, and we are committed to developing the next generation of professionals in our industry.What's On...
-
Independent Financial Advisor
1 day ago
Darlington, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£50,000 - £100,000 | Un-Capped Earnings Potential** **Clients + Leads Provided** **Darlington | Middlesbrough | Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing...
-
Financial Services Regulation Specialist
3 weeks ago
Darlington, Darlington, United Kingdom Verve Full timeVerve, a leading provider of services to financial planners, is seeking a highly skilled Financial Services Regulation Specialist to join its expanding compliance team. This critical role will involve working closely with firms to provide compliance support, developing policies that complement their businesses, and ensuring adherence to relevant...
-
Financial Administrator Role
2 weeks ago
Darlington, Darlington, United Kingdom The Verve Group Full timeAbout the JobWe are seeking an experienced financial administrator to enhance and support our existing outsourced administration and paraplanning offering. As a crucial role, you will form part of the foundation of a larger team, being a mix of paraplanners, technical experts, and administrators.This role encompasses a wide range of financial administrative...
-
Administrative Support Specialist
3 weeks ago
Darlington, Darlington, United Kingdom The Verve Group Full time**Job Summary:** Administrative Support SpecialistWe have an exciting opportunity for a highly skilled administrative support specialist to join our team. As a key member of our team, you will be responsible for providing exceptional administrative support to our financial planners and administrators.The estimated salary for this role is £26,000 - £36,000...
-
Retail Sales Planner
3 weeks ago
Darlington, Darlington, United Kingdom cmostores Full timeCmostores is seeking a talented Retail Sales Planner to join our team. As a key member of our team, you will play a vital role in driving sales growth and profitability through effective stock planning and management.The ideal candidate will have previous experience working within an e-commerce retail environment and have achieved online sales growth. They...
-
Senior Software Developer Position
3 weeks ago
Darlington, Darlington, United Kingdom The Verve Group Full timeAbout the CompanyThe Verve Group is a dynamic organization offering a range of services to financial planners, with a mission to make good quality financial advice more accessible.Our focus is on relentlessly improving and never settling for just doing what has always been done. We approach financial services with an innovative and positive outlook, ensuring...
-
Financial Services Administrator
7 months ago
Darlington, United Kingdom The Grad Scheme Full time**Sick of googling 'graduate jobs north east'? Or still wondering what the best graduate jobs are in the North East? Considering what happens in the world of finance? Or perhaps, how you go about getting into it and what roles are available (spoiler alert: it's not just an adviser!)...** **You could join our ever-growing team at The Verve Group and have the...
-
Financial Services Administrator
7 months ago
Darlington, United Kingdom The Grad Scheme Full time**Sick of googling 'graduate jobs north east'? Or still wondering what the best graduate jobs are in the North East? Considering what happens in the world of finance? Or perhaps, how you go about getting into it and what roles are available (spoiler alert: it's not just an adviser!)...** **You could join our ever-growing team at The Verve Group and have the...
-
Darlington, United Kingdom The Verve Group Full time**Ever wanted to get your foot in the door and start a career in financial services? Well, consider this the sign you've been waiting for!** **You could join our ever-growing team at The Verve Group and have the opportunity to learn the foundations needed to springboard you into a range of rewarding careers with us - namely 'the paraplanner', 'the...
-
Graduate / Trainee Financial Services Administrator
7 months ago
Darlington, United Kingdom The Grad Scheme Full time**Ever wondered what happens in finance, how you can get into it and what you need to have a great, rewarding career? You could join our ever-growing team at The Verve Group and have the opportunity to learn the foundations needed to springboard you into a range of rewarding careers with us, in the finance sector. These include but are not limited to...
-
Paraplanner
35 minutes ago
Darlington, United Kingdom Truestar Talent Ltd Full timeThe successful applicant for the Paraplanner role will enjoy a great package with the following benefits: -- Basic salary up to £35,000 (dependent upon qualifications and experience) - Company Pension - Working hours Monday to Friday 9am to 5pm - Hybrid Working Possible - A great place to work with a low attrition rate - Free car parking - A friendly and...