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.
Our leading client in Exeter is looking for an experienced Occupational Health Advisor, to work on a full or part-time, permanent basis, within their friendly and supportive team.
Posted by Mortgage Advice Bureau (MAB) • £50K/yr to £70K/yr
One of our highly successful mortgage broker partners are seeking a fully CeMAP (or equivalent) qualified Mortgage Adviser as a result of continued growth plans.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
Working from your HOME BASE, you will have access to a fantastic lead source and as such you will have to be heavily focused on working through pre-qualified leads booked into your diary from a market leading estate agency introducer!
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
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.
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.