Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
Perfect for a recently CTA Qualified individual looking to progress their career with a firm which prides themselves on work/ life balance, career development, and the delivery of exceptional advisory services.
Tax specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Assistant Manager or Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in their Exeter office.
You will be allocated a diverse private client portfolio including HNWIs, OMBs, Trusts & Estates and Directors, involving a mix of compliance, tax planning and hoc advisory work.
The firm's ongoing success in winning new instructions finds them looking to expand their thriving team with a motivated Private Client lawyer.
Cathedral Appointments is pleased to support the continued success of a progressive regional law firm that is known for its active commitment to its people, clients, and communities.
The Role: As an Independent Financial Adviser, you will play a pivotal role in providing comprehensive and unbiased advice to an existing book of clients.
Our client is a leading firm in the centre of Exeter, they are renowned for their commitment to excellence and integrity across both Financial Planning & Accountancy services.
With a strong track record of success and dedication our client provides personalised solutions to a diverse range of clients across the South West of England.
Re you a talented Customer Service Advisor looking for a new opportunity?
As a customer service advisor, you will play a crucial role in ensuring the delivery of exceptional service to their clients, while also managing general administrative tasks.
Our client is a waste management organisation based in Exeter seeking a motivated individual to join their customer service team.
Our client is dedicated to providing comprehensive financial solutions to a diverse client portfolio, including mass affluent individuals and high net worth clients.
As part of their growth strategy, they are seeking a motivated & ambitious Junior Financial Adviser to join their team and embark on an exciting career path.
Mbf are working with a thriving financial advisory practice with a strong presence across the South West, particularly Devon & Somerset.
Our client is looking for like-minded financial advisers to join them.
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.