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).
My client is a Regional based IFA firm and have an opportunity in either their Bath or Exeter office which offer hybrid working and after probation 2 days in the office only.
Are you part way or fully Level 4 Diploma and seek a fresh new existing opportunity, then look no further.
Are you looking to move into full-fledged paraplanning role and keen to explore opportunities that can encourage that move.
Posted by Isca Recruitment Ltd • £50K/yr to £60K/yr
Financial Controller - Duties
Responsible for the day-to-day finance function and small accounts team:.
General
Reporting to the Finance Director, this is a hands-on Financial Controller position where you will be providing financial insight and control for two business units.
Isca Recruitment is delighted to be recruiting for a commercially astute, accountant to join a growing business as the Financial Controller at their office near Exeter, Devon.
If you live near Exeter and have a passion for providing excellent customer service, we have an exciting opportunity become available.
Rainbow Club are UK & Europe's leading designers, makers & colourists of handmade fabric occasion footwear - established in 1986 & a second generation family business.
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;