Our established client is looking for a HR Advisor on a Fixed Term Contract who can provide a HR advisory and support service for managers at two sites in their organisation's portfolio.
In this employed Financial Advisor job you will inherit an existing client bank across the Devon area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
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).
Posted by AFH Wealth Management • £50K/yr to £75K/yr
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
Posted by Premier Jobs UK Limited • £40K/yr to £50K/yr
Our client is based on the Devon / Somerset border, so happy to consider Financial Advisers based in Devon or Somerset
This employed, Independent Financial Adviser job provides opportunity to join a boutique, IFA firm due to continued growth across the business.
Upon joining, you will be provided with approximately 100 clients, generating around £15m - £20m, with view to continue passing over other clients to take the client bank to circa £30m.