Current vacancies

Client Administrator – Swindon We have more than one position available for this role, it would undoubtedly suit an already experienced Financial Planning Administrator. An added benefit to this opportunity is that progression to Paraplanning will be available but it is no prerequisite to be considered for this role. Full training on office systems and platforms will be given and as such you will undertake the following duties: Dealing with client queries via email and telephone, tracking client portfolios daily, processing of new business and documentation to providers, inputting data on internal systems ensuring the information is accurate and up to date, general administration ensuring work flow effectively, Preparing for adviser and client appointments, Pro-actively speaking to product providers and platform providers, Sending out client pack information, Assisting with reporting, including valuations, Advanced use of Intelligent office software and other specialist packages. £18,000 – £23,000 per year + Bonus, depending on experience.

Job Type; Full time, Permanent

Closing date 28th February 2021

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

Junior Paraplanner – Swindon this is no ordinary role due to our unique algorithm driving our enhanced active management service, there will be a real interest in our service for years to come and will be a game changer in the industry, the role would suit someone who has had exposure to working in a Financial Planning or Wealth Management firm previously and ideally who has some experience compiling suitability reports, producing illustrations, completing fund research, handling client reviews, and liaising with clients. There are some senior members of the team that can provide training and advice as well, so this is a great opportunity to get more experience in these areas and work with the administrative team who will be supporting you also.

There will be a variety of case types that you will be looking at and this role would suit someone who likes to be kept busy.

The Required Skills:

  • Level 4 Diploma Qualified or progress made towards this
  • Experience of providing support within a financial planning or wealth management firm previously.
  • Knowledge and experience of writing suitability reports
  • Strong technical knowledge particularly around pensions and investments

£22,000 – £28,000 per year + Bonus, depending on experience.

Job Type; Full time, Permanent

Closing date 7th March 2021

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

Senior Paraplanner – Swindon this is no ordinary role due to our unique algorithm driving our enhanced active management service, there will be a real interest in our service for years to come and will be a game changer in the industry, this is an opportunity for a Senior Paraplanner to join a modern established professional Independent Financial and Wealth Advice firm, our client relationships are based around understanding our client’s future objectives and going the extra mile to provide a personalised service. In addition we have an enhanced active management service unique to the industry, Assets under management are now now climbing at an exponential rate from this service.

The perfect candidate will have experience of working closely with HNW and UHNW clients and have experience of being client facing. Able and willing to support Junior Paraplanners if required.

The required skills

  • Previous experience within an IFA practice
  • Good product knowledge
  • Experience being client facing
  • Level 4 Diploma qualified

£28,000 – £35,000 per year + Bonus, depending on experience.

Job Type; Full time, Permanent

Closing date 14th March 2021

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

 

Mortgage Adviser – Swindon We are looking for a fully qualified mortgage adviser to join our Swindon support centre, main responsibilities and duties will be communicating with customers providing mortgage advice to our clients, processing and completing all relevant paperwork for a smooth sales operation. We have an untapped client bank to assist in you reaching your OTE as well as ongoing marketing. Must be fully CeMap qualified. £25,000 to £30,000 per year + Commission depending on experience OTE £40k-£60k

Job Type; Full time, Permanent

Closing Date: 28th March 2021

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

Trainee Financial Advisers – Swindon We are now looking to recruit a Trainee/Junior Adviser to join our friendly team, but this is no ordinary role due to our unique algorithm driving our enhanced active management service, there will be a real interest in our service for years to come and will be a game changer in the industry, the role will be working closely with our senior advisers and engaging with clients, You will shadow our qualified advisers and you will be  provided with ongoing training, you will also be required to managing clients with the support provided. We are looking for someone who is ideally working in a similar position or an individual who is looking to take the next step of their career into a client facing/IFA role. To be considered you need to be diploma qualified or at least working towards (within two exams). £20,000 per year + Commission, will increase when qualified.

Job Type; Full time, Permanent

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

Trainee Insurance Adviser – Swindon This is a rare opportunity to join a company that will genuinely invest in your development, taking you from a trainee adviser to senior adviser within an agreed time frame. This is no ordinary role due to our unique algorithm driving our enhanced active management service, there will be a real interest in our service for years to come and will be a game changer in the industry. You will be given full training in order to reach competent adviser status and will be guided through all of the relevant RO1 and RO5 qualifications, this is an opportunity to join a passionate team within a fantastic unique financial services business and begin building a long-term career within Financial Services. £18,000  per year + Commission, will increase when qualified.

Job Type; Full time, Permanent

If you believe you have the skills, please send you CV to the below email – we would love to hear from you!

recruitment@woodwardfinancials.co.uk

Nothing of interest? please still send your CV and we’ll get in contact when new roles become available.