NextGen Planners Jobs Board This jobs board is purely for NextGen Firms or NextGen Premium Members to post job advertisements. We don’t want to make rules and we don’t charge for this. However, as a minimum we expect you to be a firm that invests in the future of financial planning and provides an excellent “always learning” culture. Current Job Opportunities in Financial Planning Firms Ludlow Wealth Management Ltd Financial Planner – East Lancashire A Financial Adviser for our East Lancashire Office has become available. Minimum level 4 qualified. Working from home and out of the Burnley office the adviser would service a client bank based in and around East Lancashire - Rochdale, Oldham, Burnley. Minimum level 4 qualified. The size of the client bank that the Adviser would be responsible for is approximately 160 clients with an AUM of around £27m Remuneration Package – basic salary £36,000 plus bonus, car allowance £300 per month, DIS and CI 4 x basic salary, pension and Income Protection. Full training and support is provided. Contact - Rob Brown – email@example.com Ludlow Wealth Management Ltd Client Support Paraplanner - Southport Within the organisation we rely heavily on our Client Service Proposition to ensure that everyone is focused on delivering the best possible service to our clients who trust us to look after their money. From day one you would play a vital part in that process by providing support to our consultants. You will be responsible for coordinating and compiling information to allow the consultant to review the client’s investments in line with our Client Service Proposition. Information will consist of: Obtaining valuations & information on investments to produce a valuation report. Preparation of illustrations for existing or new recommendations and completion of application forms. Proactive management of the diary system to ensure all business transactions are completed in the shortest possible time. Initially learning about our Back Office processes in the Administration and New Business teams, the successful candidate would be fast tracked to our Client Support team where they would support our Senior Consultants in looking after clients. Full support would be given to studying for the Level 4 Financial Planning Diploma and eventual progression into a consultant role is also on offer. Salary £22-23k plus discretionary bonus and benefits Contact - Rob Brown – firstname.lastname@example.org Ellis Davies Financial Planning Ltd - Client Manager - Bristol Supporting the financial planners and directors to deliver financial advice to the clients of the firm. You will be an intrinsic part of team working with all clients of the firm in the delivery of financial advice and financial planning services. To grow personally as the business grows – it is anticipated that the opportunity will be available to be progress within the business over time into a senior role that best utilises your strengths. Responsibilities: To prepare written advice reports in conjunction with the financial planners To conduct research and update due diligence documents To attend family office style client meetings To meet with providers To represent the business at industry events To take ownership of professional and personal development in order to meet the needs of the business To book meetings and prepare client facing documents To assist Financial Planning Administrator when needed/questions arise To act as a trusted point of contact for clients To carry out implementation of advice on platforms/paper based To contribute ideas and opinions at team meetings and events The successful applicant will ideally have industry experience in a financial planning business and/or within the financial services industry. Financial qualification in the Diploma in Financial Planning (or progression towards it) would be advantageous. Benefits Competitive salary (£24,000 - £34,000) plus bonus, Private Healthcare, 5% Company Pension contribution, generous holiday entitlement and flexible working. Contact Richard@ellisdaviesfp.co.uk The Paraplanners - Practice Manager The Paraplanners is hiring a practice manager to help us operate better and achieve our plans. Your responsibilities will range from playing an active role in the leadership team to working with the directors and the team to achieve the business plan by ensuring our policies and processes are the best they can be. About the job Like many small businesses, we have combined doing the 'day job' of paraplanning with a second job of running and managing the company. Managing the business well is vital to our future success and now is the right time to bring in someone special to focus on it. This job is all about making things run better and smoother around here. Working with the leadership team, your projects and responsibilities will include: Team leadership Implementing and refining processes and procedures Human resources Compliance and finance IT management Business marketing You will be supported by specialist external consultants in some of these areas. About you We're looking for an ambitious practice manager who is seeking an opportunity to help shape the future of our firm and be part of the leadership team. You must get excited about people, processes and business development. Your days will be full of variety with responsibilities ranging from keeping our business plans on course to ensuring we maintain our sickness and holiday records! To us, that means someone who: Cuts though the noise and gets straight to the detail Is a great communicator Can deliver great results/outcomes within specific timeframes Applies experience to anticipate next steps and come up with effective solutions Has a proactive approach Can stand their ground and hold others to account when needed Is an excellent team leader who helps individuals to realise their potential Is able to bring the entire team together to make our vision a reality Is a creator and implementer of processes and procedure with a knowledge of IT, compliance, finance & marketing Has the skills to do an excellent job and ability to understand the technicalities involved within our industry You don't need to have a financial services background but must be willing to learn. Experience of working in a small business would be useful. We want to hire the best person no matter where you are. We are currently based in South Oxfordshire but our company lives in the cloud. If you're not local, that's fine. Our team can and do work from anywhere at any time. Ovation Finance – Junior Paraplanner Ovation Finance are not your average Financial Planners. For 18 years we have been ahead of the curve and work hard to stay there. Our values are key to our success and our mantra is that “we help our clients accumulate life with their money, not the other way around”. We are employee-owned, and this means that everyone has a say in the direction the business takes and shares in the rewards. That’s one reason we have such a low turnover of staff. Our growth means that we are looking for an extraordinary individual to join our team and the sky’s the limit for progressing your career. The role: A paraplanner is crucial to the business and no two days are ever likely to be the same. You’ll learn the nuts and bolts of financial planning. Key Responsibilities: Gathering information on client policies by speaking to the pension and investment companies Responding to client queries in a professional, friendly and timely fashion Producing detailed reports on our recommendations Liaising with our team of advisers to improve the client experience Sitting in on client meetings Using our cash flow software and producing projections for our clients. Required Skills: You will need superb attention to detail You will be able to communicate with our clients and the team professionally and confidentially Be energetic, confident and enthusiastic We have high morals standards, we expect you to have the same The aptitude to sit further exams with full support from Ovation Have the courage to challenge the status quo Qualifications: Minimum: A-Level Mathematics A*/A; plus 5 GCSE exam passes, including English language A* Desirable: Degree-qualified in a business/finance/maths-related subject; plus CII Certificate in Financial Planning Benefits £18,000 – £30,000. Salary is dependent on your qualifications and experience. We have a policy of rewarding exam passes with salary increases (all exams, study materials and support provided) 21 days holiday plus bank holidays per year 5% Non-contributory pension after qualifying period Life assurance A vibrant and fun place to work What to do next: If this sounds right up your street, then send your CV to email@example.com or, even better, pick up the phone and tell us why we should interview you. We will not be considering agency CVs. Mathews Comfort – Client Services Manager Mathews Comfort are Financial Planners based on the outskirts of Witney. We deliver the highest level of Planning to a range of clients in and around Oxfordshire. We have a reputation for delivering a high level of service and expert advice, making meaningful differences to our clients’ lives. Location: North Leigh – Nr Witney, OX29 7SW The Role: The role of the Client Services Manager is to provide first class client care for clients of Mathews Comfort. Key responsibilities and outputs: Maintaining good relationships with all clients of the business; enhancing the profile of the Company within the profession • New and existing client communications and queries • Dealing with new enquiries and prospects • Dealing with existing client enquiries • Developing and maintaining internal relationships to help maintain business flow • Promoting the profile of the business within the profession and wider communities • Continuous professional development to meet personal development needs. Nature and scope of responsibilities: Reports to: Head/Director of Service and Propositions Direct Reports: Client Services Assistant The role holder will have primary responsibility for: Knowledge and appreciation for what an amazing client experience should look and feel like. • 100% passion and enthusiasm for great quality client service • A good understanding of our house style and a love for our brand • Believe in our culture and deliver in such a way that you support each member of the team to thrive in their role • A friendly, outgoing, helpful and confident personality • Flexible and dedicated attitude towards the role fuelled by an appreciation for why we do what we do• Fantastic organisational skills • Able to keep composure under pressure • Ability to react quickly and innovate when value needs to be added • Confidently able to deal with people at all levels, backgrounds in a timely and efficient manner • To present a welcoming, courteous, helpful and efficient service for Mathews Comfort clients • To be fully knowledgeable on the Mathews Comfort client journey, propositions and offering to add as much value to the client journey as possible. • Ensuring that all processes, procedures and client communications are conducive to a high standard of customer care • On-boarding of new clients into the business • Dealing with queries from all clients and from within the Company to a high standard, ensuring client satisfaction is maintained • Client continual improvement feedback communications and maintenance. Remuneration: £31,000 to £40,000 depending on experience plus benefits. Hours of work: Monday – Friday 8.00am – 4.00pm Holidays: 23 days plus Bank Holidays. If you are interested in this position, please email your details to Bev Tyrell, Finance Director, at firstname.lastname@example.org Connor Broadley Wealth Management – Financial Planner Location: Mayfair Connor Broadley was established on the simple premise that putting the client first and providing excellent service would bring its own success. So it has proved, and we have grown over the last 11 years through unsolicited first hand referrals and word of mouth. We believe that financial success requires good planning, a clear strategy, and excellent execution, which is why Connor Broadley is unusual amongst wealth managers in that we place equal emphasis on the provision of high quality financial planning and investment management expertise. Our financial planners provide specialist independent advice together with very personable, diligent and attentive one to one service. This supports the trusting, long term relationships we have with all our clients. The role We are seeking a financial planner to join our fun and hard-working team. You would ideally be Chartered, or be level 4 qualified and working towards Chartered status, looking for an exciting longer-term career opportunity. You will be working closely with one of our senior financial planners, attending client meetings and assisting in the day to day management of client accounts with a view to taking on client relationships in your own right. An existing client bank is available, together with new business leads. As such, you will need to be technically proficient in all areas of personal finance, ideally have experience providing advice to clients face to face, and be able to develop and maintain strong and effective client relationships. If you’re looking for an excellent longer-term career opportunity with a fun, exciting company, please contact email@example.com for full details. Equilibrium AM LLP – Client Manager / Paraplanner £27-45,000 dependent on qualifications and experience Equilibrium AM LLP are an award winning Chartered wealth management company based in Handforth Dean, Cheshire. Recently named one of the top 10 best small companies to work for in the Times Top 100 survey for the second year running and Employer of the Year at the Greater Manchester Business awards. We oversee more than £750 million worth of assets. We are currently looking for a client manager, what we call Paraplanners to work in a slightly different role to a traditional paraplanner. Within the role you will support our Financial Planners whilst having day to day responsibility for a bank of clients and will be expected to proactively manage and build relationships with the client, whilst providing support and planning for key areas of the planning process including: Tax planning: ISA and pension contributions, CGT planning and tax wrapper selection Estate planning: inheritance tax mitigation and trust planning Asset allocation: review, compare and help establish when proactive amendments are required. Ongoing portfolio reviews: review portfolio?s to identify product sales and purchases. Assess tax position and analyse portfolio returns. The ideal candidate: Confident in preparing and explaining numbers High attention to detail & accuracy Professional and ethical Ability to manage time and organise effectively Ability to work on own initiative Experience required: As a minimum we require all our client managers to have experience within a similar role and either Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning qualified or with a specific plan in place to achieve this qualification. What we offer in return: We recognise the importance of our staff and as such reward all with a highly competitive salary along with a fantastic benefits package such as bonus (upto 13%), contributory pension, life assurance (4 x salary) and income protection. We provide a complimentary breakfast to all staff every day, and a very generous holiday entitlement of 33 days plus bank holidays, rising to a maximum of 38 days due to length of service. To apply or for more information, please contact us at firstname.lastname@example.org First Wealth – Technical Manager We are looking for a Technical Manager but with a difference; you must have extensive technical knowledge, ideally CII Level 6, be able to train junior team members where required in all technical areas of the financial planning process, and be confident in taking the lead with keeping the technical support team up to date with provider and technical knowledge. Also be able to help drive the business forward to develop other team members technical experience as we grow as a business, be the go to person for all technical support team to seek guidance and assistance, be confident in suitability report writing, be a team player and have a personality! For more information see the job advert and send your CV to our Practice Manager Kerry Burgess, email@example.com or contact her on 0207 467 2700 Lift Financial – Paraplanner We are looking for an experienced Paraplanner to join our technical team in Altrincham, to provide research and analysis for our Financial Planners. Ideally, you’ll be Diploma qualified, or near to it, with a whole of market background and a good understanding of current financial regulations and legislative changes. To see the full details of the job please click here. Carrington Investments – Paraplanner We are looking for an ambitious and professional paraplanner with previous experience to join our growing team. You will be closely involved in working with clients, solving their problems and helping them achieve their goals. You should be diploma qualified or on the way to being diploma qualified. We will provide full ongoing qualification support, to help you with your professional qualifications and career. Package: Salary plus discretionary bonus, full employee benefits, including Pension and healthcare, up to 28 days holiday a year plus sabbatical. If you want to join a growing, ambitious, happy, team-orientated business in London this opportunity could be for you. For full details and to find out more about us please contact Nicola Craxton on firstname.lastname@example.org. Clarion Wealth – Various Opportunities At Clarion, we offer our valued and diverse range of clients a true, lifelong financial planning service. When you work at Clarion, no two days are the same: you’ll work in great detail to help our clients meet their financial goals. Ultimately, we want to do a fantastic job for our clients and enjoy our journey with them. If this sounds like you, you may be just the person we’re looking for. In addition to working side-by-side with experts in their field and a diverse set of clients, working with Clarion also gives you some great perks: Three extra days holiday on top of your usual allowance to do something worthwhile Free breakfast in the office Health cash care plan A generous company pension scheme Cycle to work vouchers Child care vouchers Profit share bonuses Support through all relevant exams and training, helping you to maximise your professional potential We have opportunities for people to join us in three important roles: Head of Paraplanning For a full job specification and more information on how to apply please click here. Technical Financial Planner For a full job specification and more information on how to apply please click here. Paraplanner For a full job specification and more information on how to apply please click here. First Wealth – Lifestyle Financial Planner Location:London. At First Wealth we exist to provide great financial planning to change people’s lives and to inspire ideas, create confidence and give our clients the freedom to live. Are you an ambitious, professional and happy Financial Planner, who would like to join a team which you can feel proud to be a part of? Are you a CII level 6 qualified? Do you have a proven track record for attracting and retaining longstanding client relationships? If our core values are values which you believe you can hold in high regard Excellence, Ambition, Respect (of others), Happy People and Helping Others…. Then please get in contact with me on 0207 467 2700 or e-mail me at email@example.com Xentum – Various roles available Location:Lymm / Manchester Xentum is looking to hire as we get ready to grow over the next few years. We are looking for talented individuals to join across the board from Apprentices/Graduates, paraplanners to senior advisers. We prefer you to be highly qualified and committed to “always learning”. We like our team to be open minded and we all believe in looking after clients as if we were helping our own mums with their finances. Any new joiners must have the same mindset. Only serious applicants need apply and not looking for recruiters at this time. Please contact firstname.lastname@example.org with your details. Cervello Financial Planning – Financial Planner Location:Essex Are you looking to take your next step in your career but find that most ‘financial adviser’ or ‘financial planner’ job adverts look the same? This advert is different. Why? Because the way we do business is different too. You see we try to equip our advisers with market leading technology, systems and processes designed to ensure they have the right tools to enable you to do an absolutely awesome job for your clients. Most importantly we’re looking for great advisers who share our values and want to be part of our continued growth. So, if you’re looking for the next step in your career and want to be part of a modern forward thinking financial planning and corporate consultancy business it’s worth us meeting to discuss how we might be able to work together. Please contact Cassie on 01708 606 202 or email@example.com if you’d like to talk to us a bit more. Capelin Financial Management – Associate Financial Planner Location:Sollihull Your challenge will be to provide a first class administrative and technical support to the business, so that together we are organised, informed and prepared to perform effectively for our clients and each other. You will be recognised for your achievements, initiative and commitment, joining a friendly, passionate team of highly qualified career professionals. This is a fabulous opportunity to join one of the most highly respected professional firms in the country. So come on, let’s start that conversation – call Derek Capelin on 01564 200304 or email firstname.lastname@example.org. Financial Planning Corporation – Paraplanner Location:Southport As a Paraplanner at FPC you’ll have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge, built up by the firm’s Partners for over 30 years. In short, it’s not a typical Paraplanner role. Our approach, together with a diverse and loyal customer base, a talented team and exciting career prospects makes being a Paraplanner at FPC a great opportunity for someone who shares our ethos. If you’re looking for a Paraplanner role with a difference, then a career at FPC could be for you. Please contact email@example.com Capital Asset Management – Experienced Paraplanner Location: London This is an ideal opportunity to join a leading financial planning business seeking an experienced and technically strong paraplanner to support the financial planners. Your role will incorporate research, analysis and report writing. You will be involved in face to face client meetings as well as telephone meetings. The Fry Group – Various roles available Location(s): London, Cheltenham, York and Worthing If you are looking for a career with a leading international tax and financial planning company then we are keen to hear from you. Our current UK vacancies are listed below but if you think you can add something special to our organisation and are the kind of person we should build a role around, why not make contact with our Sales and Marketing Director, Jeremy Woodley, who is based at our Worthing head office. Please email firstname.lastname@example.org Ovation Finance – Paraplanner Location: Bristol Do you want to work somewhere where you can make a difference? Do you want to work for the Apple Inc of the financial planning world where we have great “water-cooler moments”? Do you want to work in a place where your role encompasses what you want to do, and what you do best, not what you’re told to do? Do you want to work in a team where new ideas are embraced and where everyone is invited to contribute? A place where failures are celebrated as a way for us, all to learn and success is shared? If you’re working as a paraplanner in a firm where your voice isn’t heard, and the advisers are the stars, and you’d like to experience something different, then get in touch. As well as your CV, send us 100 words on your vision for a perfect paraplanning world (to email@example.com) . And we’ll be asking you the “Why” question when we meet you!