We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our client's advisory team.
This role is pivotal in ensuring the smooth operation of their financial planning services.
The ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and colleagues.
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).
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.
If you live near Exeter and have a passion for providing excellent customer service, we have an exciting opportunity become available.
You will be in a positive working environment, as part of a dynamic team - within our established international family shoe business, Marsh Footwear Brands, which consists of the following brands;
Rainbow Club are UK & Europe's leading designers, makers & colourists of handmade fabric occasion footwear - established in 1986 & a second generation family business.
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 Get Staffed Online Recruitment Limited • £30K/yr to £35K/yr
Our client is looking for an enthusiastic HR Advisor to join their Alphington-based team, delivering pragmatic HR support to small and medium-sized enterprises across Greater Exeter.
In this client-facing role, you'll handle a variety of tasks, from advising on employee relations and performance management to handling restructures and TUPE.
Do you have a passion for employee relations and want to grow with a dynamic company