Reward Recruitment

Paraplanner London £42,500 to £47,500 plus benefits (following successful completion of your training period, hybrid working is available) Duties and responsibilities include: Prepare Financial Plans, Suitability Reports and Letters. Cash flow modelling and forecasting. Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a ood understanding of FCA regulations and FCA products. Assist with client meetings when required, including note taking and follow up any actions as required. Manage your own workflows and tasks. Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team. Requirements: You will hold the Diploma Level Four qualification. Good understanding of the financial planning process and associated compliance aspects. Driven and focused with the ability to complete tasks under pressure on time and right first time. Experience of report writing and conducting investment and product market research. Technically proficient across all areas of financial planning, especially pensions. Ability to use technical financial planning tools, financial modelling and back office software. How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on .

Job Title: Independent Financial Advisor Location: North Yorkshire £45,000 to £60,000 Basic Reward Recruitment Limited are currently supporting an expanding Financial Planning practice, who are looking to recruit an experienced CAS Financial Advisor, with an established client bank on offer. To be considered for this role, you must: Be a minimum of Level 4 Diploma-qualified. Hold CAS and a current SPS. Experience of working within the financial services industry. Skilled at developing professional connections and generating new business. To apply: Please send your application to .co.uk or call .

Are you a Chartered Financial Planner looking for your next big move? If so, I have the perfect opportunity for you I am currently recruiting on behalf of an expanding Chartered Financial Planning practice in Yorkshire who are looking to recruit an experienced Chartered Financial Planner, to service and develop an established client bank, with £30 - 60 million AUM of clients to assign, dependent upon how much oversight or direct advising the successful individual wants to take on. For the right person, you would have the potential to progress to Director level and obtain equity within the business. In addition to an excellent basic salary of between £ (subject to experience), you would have the ability to earn bonus upto another £50,000, together with growth shares being available based on retaining clients following the departure of a current senior adviser. I would highly recommend talking to them due to their continued growth plans within the Wealth Management sector and the true potential on offer in this role. To apply please send your CV immediately to co. uk or call .