The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, Senior Paraplanner) will be a warm relationship builder who is service orientated and capable of analysing and addressing clients' financial needs and goals.
The successful Financial Planner will either be an experienced Financial Planner / Financial Adviser or a highly competent Paraplanner with significant client facing experience, ready to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning.
Financial Planner, The Role: I am recruiting a Financial Planner on behalf of Yellowtail, a leading Financial Planning firm based in beautiful offices in Exeter (EX1).
Fulfords in Exeter offers structured and transparent progression opportunities Competitive basic salary OTE year one £35,000 - £45,000 realistic and achievable Warm leads Industry leading training Agile and nimble IT systems
What's in it for you as our Trainee Mortgage Advisor
Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
Posted by The Recruitment Experts • £50K/yr to £70K/yr
The Letting Experts
Self-Employed Lettings Agent - We are looking for like-minded individuals (and couples) who want to start their own lettings business.
More importantly, they have to share our vision to raise the standards in letting agency by providing a first class service, excellent property management and outstanding service for clients.
Posted by Additional Resources Ltd • £35K/yr to £50K/yr
As a Private Client Solicitor / Legal Executive, you will be handling diverse private client matters, from drafting Wills, managing estate administration to overseeing Trusts, and handling Powers of Attorney.
An exciting opportunity has arisen for Private Client Solicitor / Legal Executive to join a well-established law firm.
This full-time role offers excellent benefits and a competitive salary.