FS-Recruit.co.uk

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JOBS

 

We are a  Bespoke Financial Services recruitment agency

aiming to match experienced people specifically to the right opportunities, rather than a blanket approach. 

 

   ADMINISTRATION ROLES

 

 

PARAPLANNER / REPORT WRITER

 

FINANCIAL SERVICES ADMINISTRATOR

 

SALES SUPPORT

 

PA TO ADVISER

 

PENSIONS ADMINISTRATION

 

COMPLIANCE ASSISTANT / COMPLIANCE MANAGER

 

T & C   TRAINING AND COMPETENCE

 

ACCOUNTS AND COMMISSIONS

 

OFFICE MANAGER

 

 

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 or similar,

then send your CV to us, listing the products you are familiar with and the software you have used.

 

Describe your ideal job now   - and your longer term ambitions

 

Ambition examples

 

- 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, but as experience increases, increase income.

 

- 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 admin@fs-recruit.co.uk 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

manage the 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. To concentrate 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.]

 

Email a CV to kathy@fs-recruit.co.uk 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 requirements.