0777 166 0446
We are a Bespoke Financial Services recruitment agency
aiming to match experienced people specifically to the right opportunities, rather than a blanket approach.
PARAPLANNER / REPORT WRITER
/ REPORT WRITER
COMPLIANCE ASSISTANT / COMPLIANCE MANAGER
ASSISTANT / COMPLIANCE MANAGER
T & C TRAINING AND COMPETENCE
ACCOUNTS AND COMMISSIONS
If you have worked for an IFA or worked with Pensions or Investments,
and perhaps have
or working on qualifications CF / JO / RO / DIPLOMA, FPC / CEFA / IMC
then send your CV
to us, listing the products you are familiar with and the
software you have used.
Describe your ideal job
-and your longer term ambition
- develop into Paraplanning, gaining Diploma
- Move into a
Trainee Adviser role within 12
months, within 5 years?
- Continue in
a similar role to my current one,
- Not to take more exams, but to simplify my role, moving away from management responsibilities
- Work Part time, using my experience in Financial Services
Email your CV to firstname.lastname@example.org give an overview of your experience and skills, state your salary range and the specific locations that you could work in, then we can consider jobs which may be suitable.
If you are relocating, please say where to and when. Give new address or postcode area if known
IFA AND ADVISER ROLES
Adviser positions usually fall into the following categories
1] IFA with Advanced Qualifications, track record of business with experience of Estate Planning and
Investments for HNW clients. Used to working with professional introducers and managing ongoing relationships.
Seeking new position with
access to HNW clients
/ Accountancy and Solicitor or other professional introducers.
2] CORPORATE IFA / Employee Benefits, dealing with Directors and Key Managers within Companies, to
existing relationships and to proactively produce new
business from add- ons and referrals.
3] Adviser with own client base, looking to join a new organisation, for a variety of reasons
- to reduce costs or
improve admin, compliance and regulation support.
Toconcentrate on Advising.
4] Experienced Adviser who wants a new position in a small or medium sized, well established firm.
Proactive enough to turn old client files and
a variety of leads into enough business to cover own costs.
5] Trainee Adviser with FPC / CF or Diploma gained as an Administrator / Paraplanner .
Experience of working for an IFA, looking to move to a client facing role.
[These opportunities attract many applicants, so you do need qualifications and experience in the industry.]
a CV to
email@example.com or an overview of your experience and skills,
so that we can contact you for a meaningful discussion. We will not take
any action until we have spoken to you to confirm your