Truestar Talent Ltd jobs

We have an exciting opportunity for an existing Adviser looking to further progress their career with a progressive, forward looking business. The role involves looking after an existing client bank covering the Herefordshire area. The nearest local office is Bristol It is the opportunity to join a progressive, forward thinking, growing business, working as part of a close knit team, with excellent support and development opportunities. If you fit the following criteria, this could be the ideal role for you: - 2 years' experience as an Adviser and achieved Competent Adviser Status (CAS) - Hold a current Statement of Professional Standing (SPS) - IT literate - Able to work from home or own office - Able to manage your own time and business relationships - Maintain and build a business model based around client support - Strong Compliance focus. - Brand aware and professional at all times - Passionate about your work and added value you give to clients - Forward thinking and accepting of change - Beyond 'Fit and Proper' standards - Aspirational in setting and achieving goals Key Benefits - Competitive salary between £45,000 - £48,000 - Opportunity to start earning bonus immediately - Bonus paid on both Initial and Ongoing fees - 4% Profit Share - Contributory Pension Scheme - £3600pa car allowance, available immediately - 33 days holiday (inc Bank Holiday) - Paid time off over Christmas - Death in Service The firm was founded in 2010 and is the FT top 100 IFA firms, it is continuing to expand and represents a fantastic opportunity to join a rapidly growing business, with bold growth plans.

We have an exciting opportunity for an existing Adviser looking to further progress their career with a progressive, forward looking business. The role involves looking after an existing client bank covering the South Wales area, predominantly in and around the Swansea area. It is the opportunity to join a progressive, forward thinking, growing business, working as as part of a close knit team, with excellent support and development opportunities. If you fit the following criteria, this could be the ideal role for you: - 2 years' experience as an Adviser and achieved Competent Adviser Status (CAS) - Hold a current Statement of Professional Standing (SPS) - IT literate - Able to work from home or own office - Able to manage your own time and business relationships - Maintain and build a business model based around client support - Strong Compliance focus. - Brand aware and professional at all times - Passionate about your work and added value you give to clients - Forward thinking and accepting of change - Beyond 'Fit and Proper' standards - Aspirational in setting and achieving goals Key Benefits - Competitive salary between £45,000 - £48,000 - Opportunity to start earning bonus immediately - Bonus paid on both Initial and Ongoing fees - 4% Profit Share - Contributory Pension Scheme - £3600pa car allowance, available immediately - 33 days holiday (inc Bank Holiday) - Paid time off over Christmas - Death in Service The firm was founded in 2010 and is the FT top 100 IFA firms, it is continuing to expand and represents a fantastic opportunity to join a rapidly growing business, with bold growth plans.

PLEASE NOTE, THIS ROLE IS ALSO AVAILABLE IN EITHER GLASGOW OR LONDON. This role is an exciting opportunity to join a progressive, forward looking Wealth Management business, who are looking to recruit an experienced Paraplanner. Level 4 Diploma is preferred but not essential, so long as you are studying towards it. You will be supporting a team of 3 High Net Worth Advisers, providing research and report writing support, along with support from an Administrator. If you have a bright personality, are driven and passionate about Paraplanning then this role will ideally suit you. Key Benefits - Bonus Scheme - Pension and Death in Service - A flexible selection of employee benefits, so you can choose a package that best matches you - A collaborative and encouraging work environment - Hybrid Working, 2 days in office, 3 days at home - A commitment to both personal and professional development, - Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday. - A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm. Key Responsibilities - Produce high-quality, accurate suitability reports - Carry out detailed research into funds, products and solutions - Supporting Planners by preparing illustrations, quotations, valuations and client documentation - Analysing complex financial scenarios and contributing expert input - Maintain accurate and up-to-date client records - Keep abreast of legislative and regulatory changes and reflecting these in advice and reporting - Work collaboratively with Planners and administrators to deliver a consistently high standard of service - Respond to queries from clients and colleagues in a timely, professional and solutions-focused way. Key Requirements - Proven experience as a Paraplanner within an IFA or financial planning environment - Diploma-level qualification (or be actively working towards it) - Strong technical knowledge across areas such as retirement planning, tax, investments and estate planning - Excellent report-writing skills, with experience producing a wide range of suitability reports - Confidence using research and back-office systems, - A high level of attention to detail and a structured, organised approach to your work - Strong communication skills and the confidence to explain complex ideas clearly Your application will also be considered even if you do not possess all of the above, but could demonstrate competence with the majority, provided you can quickly possess the skills required with full support.

PLEASE NOTE, THIS ROLE IS ALSO AVAILABLE IN EITHER EDINBURGH OR LONDON. This role is an exciting opportunity to join a progressive, forward looking Wealth Management business, who are looking to recruit an experienced Paraplanner. Level 4 Diploma is preferred but not essential, so long as you are studying towards it. You will be supporting a team of 3 High Net Worth Advisers, providing research and report writing support, along with support from an Administrator. If you have a bright personality, are driven and passionate about Paraplanning then this role will ideally suit you. Key Benefits - Bonus Scheme - Pension and Death in Service - A flexible selection of employee benefits, so you can choose a package that best matches you - A collaborative and encouraging work environment - Hybrid Working, 2 days in office, 3 days at home - A commitment to both personal and professional development, - Regular social activities, in addition to three days paid volunteering leave each year and a day's leave to celebrate your birthday. - A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm. Key Responsibilities - Produce high-quality, accurate suitability reports - Carry out detailed research into funds, products and solutions - Supporting Planners by preparing illustrations, quotations, valuations and client documentation - Analysing complex financial scenarios and contributing expert input - Maintain accurate and up-to-date client records - Keep abreast of legislative and regulatory changes and reflecting these in advice and reporting - Work collaboratively with Planners and administrators to deliver a consistently high standard of service - Respond to queries from clients and colleagues in a timely, professional and solutions-focused way. Key Requirements - Proven experience as a Paraplanner within an IFA or financial planning environment - Diploma-level qualification (or be actively working towards it) - Strong technical knowledge across areas such as retirement planning, tax, investments and estate planning - Excellent report-writing skills, with experience producing a wide range of suitability reports - Confidence using research and back-office systems, - A high level of attention to detail and a structured, organised approach to your work - Strong communication skills and the confidence to explain complex ideas clearly Your application will also be considered even if you do not possess all of the above, but could demonstrate competence with the majority, provided you can quickly possess the skills required with full support.