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High End Financial Planner - Top End Package & Proposition!

Our client, a Global Merchant Bank are seeking highly professional Financial Planners for their ever expanding Wealth Management Division.

The role is home or office based (dependent upon location) with Regional Support Office’s across the country.

Full para-planning & administration support included.

Ideally you will have approximately £10m of transferable FUM after any non-solicitation periods (significant support available during & following any covenant periods) and further HNW client opportunities are also readily available to continue your business growth in the form of fee paying clients, seminars, web enquiries etc.

A New Business Award is also immediately available, equivalent to 1% of transferred AUM over your first 2 years (plus any covenant period) capped at 3 x salary, payable as a lump sum!

You will be compensated with a significant salary, car, discretionary bonuses, New Business Award, pension, DIS, PMI etc

This is a significant package for quality financial planners.

We look forward to hearing from you!

For more information please contact us directly on 07939 374517 or send an email and/or cv to info@newworldadvisers.com

Financial Adviser (Founding Partner)

Our client, a national advice organisation are seeking financial advisers who wish to build their own business (or transfer an existing one). The proposition is certainly one of the most supportive environments in the market today.

The proposition includes:
3 MONTHS FREE (no charges)
Followed by 17.5% charge on business up to £115k and 0% above this
Fully guaranteed advice, FCA & PII fees paid
Excellent technology
Streamlined process resulting in significant administration reduction
Your own website
Centralised marketing to your clients
Client portal

If you are looking for value for money and support to grow your business, then look no further!

For more information please contact us directly on 07939 374517 or send an email and/or cv to info@newworldadvisers.com

Financial Planning Analyst

Our Client is looking for a talented Financial Planning Analyst to join their rapidly growing team. The Financial Planning department provides regulated advice to clients and prospects on areas of business such as pension transfers, bond surrenders, investment taxation and structure suitability. The advice can be in the form of written recommendations or through verbal communication directly or indirectly with the clients and prospects.

The role will include:
Conduct analysis of prospective clients’ existing holdings.
Assessing the suitability of client product recommendations.
Providing direct communication of Financial Planning advice to prospective and/or existing clients (verbal or written).
Assist in the production and sign off of client reports.
Overseeing the work carried out by the Financial Planning Specialists.
Providing guidance to team members on document formatting and recommendation materials.
Reviewing and assessing the ability of the company to manage within existing pension or investment bond structures.

If you hold a level 4 diploma (or equivalent) and would like to work within a fast paced, energetic and rapidly expanding business whilst also benefitting from a significant package, then this could well be for you!

For more information please contact us directly on 07939 374517 or send an email and/or cv to info@newworldadvisers.com

New World Advisers is an independent niche provider of post RDR recruitment solutions to the Financial Services market place.

Our focus is primarily geared towards Financial Advisers, Financial Planners, IFA's, Wealth Managers and Mortgage Advisers but our network does also include Paraplanners, Administrators, Managers and Compliance Professionals.

We operate on a national scale providing a consultancy based service, meeting all parties on a face to face basis wherever possible, enabling us to fully understand the requirements and aspirations of both candidates and clients alike.

In such a highly regulated arena we believe that industry knowledge and practical advisory experience is essential when engaging with professional advisers and organisations, which is why all of our consultants have previously operated as regulated Financial Advisers, have been in the industry for numerous years and continue to keep up to date with market developments.

We work only with a select number of client partners that offer genuine support/USP's to their advisers, in order to facilitate success and business growth.

Our approach to recruitment is wholly relationship based and, therefore, your experience with your dedicated consultant will be professional, fully informed yet relaxed and non-biased.

We would be pleased to hear from any potential candidates or clients that believe our values and ethos can support their own future plans or who would simply like some advice on current market conditions.
We look forward to working with you.

Company Registration Number: 09404616 VAT No. 231 1919 34