To £30,000 Basic + bonus (£45,000 OTE)
A truly stunning opportunity to join one of the most respected Equity Release, Later Life Lending firms operating today, as an Equity Release Adviser.
With a consumer trust score which puts them head and shoulders above their peers, my client is looking to strengthen their team due to an increase in business nationally. Holding a 5 Star Feefo rating, they have been offering exceptional advice for nearly 20 years.
The Equity Release Adviser position would suit someone either looking to transition from a broader Mortgage advice position, or perhaps someone with their Equity Release qualifications, looking for the next step. You will be providing tailored Equity Release advice to clients aged 55 and above, via phone or video. You will also promote the clients’ services as a leading advisory firm.
You will have access to market leading Equity Release products, with prequalified appointments booked by their own customer contact centre. Your case administration will be handled by your own Personal Assistant, and you’ll have the full support of the inhouse teams.
You will be CEMAP or CeRER qualified (or equivalent), holding CAS status for at least 6 months. Strong written and verbal communications are a must and an ability to operate with empathy while understanding each client’s situation. CeFA, FPC or Level 4 in Financial Planning would be desirable but not essential.
In return, a package which includes a bonus where the quality of your advice is rewarded. This is a chance to develop your career in an organisation which really does offer a Best in Service approach.
For more information, please send your CV to mike@wealthresourcing.com or contact Mike Ryland-Epton on 07921 566 779
Basic £45,000-£55,000 + Bonus
Client bank provided
Our client is an acquisitive Financial Planning firm with a National footprint.
Following a period of growth through acquisition it is seeking an ambitious Financial planner ready to contribute to the success of an established team of Financial planners based in the Tees Valley.
This will be an ideal opportunity for a newly qualified or early career adviser who will welcome the opportunity to take over an existing client bank (c £150k ongoing fees) from a retiring adviser, acquired as part of a business acquisition.
You will be fully qualified (Dip PFS, CISI, LIBF or equivalent) with current or recent CAS status, seeking an opportunity to build your career and ambition to join a first-class firm. All paraplanning and administration is provided.
Advisers will be considered from IFA, Bancassurance or restricted advice backgrounds.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779
Our client is a well-respected wealth client, with a global network, looking for a Wealth Planner to join them in building long term client relationships.
As a Wealth Planner you will be working directly with clients, providing a wide range of financial planning solutions, and conducting annual reviews. It will also include growing your client bank via referrals and giving solid advice recommendations and cash flow modelling reports.
You will be qualified to a minimum of Level 4 in Regulated Financial Planning, keen to develop and progress your career further. Experience of managing private client relationships and giving financial advice is a must, with a wide range of knowledge across a raft of products and asset classes.
You will have the ability to work with clients across all wealth bands and provide the best financial advice and support to clients with little or no financial knowledge.
This would suit a candidate with a year or two of experience, for example, looking to build a long-term career in the sector.
An excellent basic and benefits package on offer.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779
Our client is a well-respected boutique wealth firm in the heart of Mayfair. They are looking for a Financial Administrator to join the team, someone keen to develop their career with them long term.
You will be supporting the business handling admin-related queries and providing a friendly and professional point of contact for clients and product providers (by phone, email and in person). Working closely with the firm’s partners and planners you will help prepare for meetings, maintain client files in line with compliance requirements and other ad hoc administrative duties.
Previous financial services experience in a similar position is desirable but not essential. This position would suit someone perhaps embarking on a career in the wealth management sector, with a passion for the industry and willing to work hard. Excellent communication skills both written and verbal are a must, with a disciplined and organised approach to your work.
This is a wonderful opportunity for someone with a positive mindset and approach.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779
Our client is a fast paced, growing market leader FinTech company and UK provider of financial planning and advice technology.
As part of its expansion plans, it is seeking an Actuary qualified to Associate AIA level or above with a minimum of 5 years’ Financial Services experience to join a dynamic API Actuarial team, with responsibility for the generation and delivery of stochastic modelling projects and the provision of bespoke consultancy to clients.
This is a senior hire to the team, with responsibility for management and sign-off of projects involving working with internal stakeholders, including software developers. It also includes ensuring projects remain on track and providing follow-up consultancy to clients post project-delivery and handling client queries. The experienced individual will also provide coaching/mentorship to the more junior members of the team.
Whilst neither is a prerequisite, an understanding of technology and/or Pensions would be an advantage (Pension legislation is mixed in with the modelling).
The vacancy represents a fantastic opportunity for an ambitious part/working towards fully qualified Actuary to broaden their skillset by stepping into the world of cashflow modelling and managing multiple projects with a commercial client focus.
For more information, please contact mike@wealthresourcing.com or call on 07921 566779