Drew Chapman are specialists in recruiting to the Financial Services Sector. With over 20 years experience of providing customised employment solutions within the Financial Services industry, we are dedicated to ensuring innovative and effective results.
We pride ourselves on our high standards of professionalism and integrity and this has led to our growing success in building long established relationships.
As a specialist financial services recruitment agency our comprehensive service is available on a national basis. We handle a variety of financial services sector vacancies ranging from entry level right up to senior management on behalf of an array of organisations from smaller niche IFA’s to large multinationals.
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Our main focus is our commitment to securing your goals for the future, so if you are looking for a Financial services role let one of the UK's top Specialist Financial Recruitment agencies do the searching for you. Please do not hesitate to get in touch to discover how we can assist you.
A new position has been created for a holistic Financial Planner to join a successful and growing team in a top Wealth management practice in London
Paying from 45 to 70k+ (basic salary) This is a unique opportunity as the company are looking to invest in their staff, assisting their advisers with all the tools, teams and support to help develop and grow client a bank and introducer relations.
In order to be considered for this position you will already hold the Level 4 Diploma in Financial Advice, have a minimum of 3 years experience and be able to demonstrate your "client first" approach to Financial Services.
You will be rewarded with a competitive basic salary and benefits package, friendly working environment and support for further qualifications.
Contact me today for more information on this excellent role.
|London||Date posted : 2017-08-15|
Due to the continued ongoing success and organic growth, a new position has been created for a Dip Level 4 Paraplanner to join the team.
You will provide technical support to the team in terms of Suitability Letter writing for transfer, replacement and new business, and technical meeting preparation.
This role would be particularly suited to someone seeking a long-term career as a Paraplanner.
The paraplanner role will compile a mix of technical and administrative duties, including (but not exclusively) the following:Technical Meeting preparation of client files / agenda’s Detailed attention to existing client files and needs Actioning all technical actions arising from client meetings Dealing with all incoming client technical queries via telephone and email, proactively supporting the Partners. Preparation of Suitability Letters Preparing a compliant CFR
In return you will be rewarded with a competitive basic salary, further industry qualification support and a friendly office environment.
This is an amazing opportunity to work within an outstanding company.
Contact us today for more info !
(non level 4 candidates will be considered depending on experience, salary will reflect this.)
|Worthing||Date posted : 2017-08-07|
Due to the continued ongoing growth of this Chartered Financial Planning practice, a new position has been created for an Administration Team Leader to join the team.
Key areas of responsibilityResponsible for day to day management of other administrators Assist the financial advisers with the administration required during the client journey including liaising with providers, IO and provider submissions, problem solving and keeping client files up to date Routinely and consistently follow FCA procedures and compliance requirements, as published, suggesting improvements whenever appropriate. Prioritise and take proactive responsibility for own workload in accordance with the published procedures, including taking ownership of tasks and enquiries, identifying problems and suggesting solutions. Produce management information and reports from the back office system and providers to support the Partners managing the administration process Keep advisers up dated with progress towards agreed deadlines, and communicate clearly in all directions on work related matters
Additional accountabilitiesResponsible for general running of the office administration (including stationary, supplies etc) Providing support to trainees
You will be rewarded with a competitive basic salary, support with further industry qualifications and a friendly working environment.
Apply today for further information!
|Bath||Date posted : 2017-07-19|
Due to the continued ongoing success this Top Financial Planning practice now require a new Financial Planner to join the team.
You will be responsible for maintaining existing client relationships and building new ones through referrals to company from solid relationships with professional connections.
Support will be provided from a very technical and experienced paraplanning and administration team.
This position would suit an established IFA within the Maidstone/Kent area who is looking for fresh challenges and a desire to be a part of and help build a growing business.
In order to be consider you will need to be able to demonstrate a sound technical knowledge across all areas of financial planning and must already hold or be working towards achieving Chartered Financial Planner status.
Highly competitive flexible package with rewards for achievement will be given to the right person depending on ability, experience and skillset to work alongside a dedicated team of people.
Basic salary from 45k+ (negotiable based on experience) plus attractive benefits package including potential for bonuses, company pension, death in service, cashplan, study support etc
|Maidstone||Date posted : 2017-07-11|