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.
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.
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).
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
In this employed Financial Advisor job you will inherit an existing client bank across the Devon area.
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.
Posted by Pertemps Plymouth Commercial • £23K/yr to £29K/yr
General
Looking for your next finance role?
Pertemps is thrilled to offer an exciting opportunity for a Finance Assistant to join our Legal based client in Ivybridge, starting on a temporary basis with the potential to become permanent.
As the Finance Administrator, your responsibilities will include
We are seeking a Finance Business Partner for our public sector client based in Exeter to work on an initial 6 month contract paying up to £400 per day inside IR35.
This role requires Security Clearance (SC).
This role allows remote working with an expectation to attend the office 1 - 2 days per month.
The Finance Manager will be responsible for managing a team, overseeing all transactional processing (AP, AR and Payroll) as well as producing accounts and reports for internal stakeholders.
Robert Half are recruiting a Finance Manager role on a permanent basis with a well known organisation based in Melksham.
This role would suit someone with previous leadership experience and experience of working in a medium sized business.