Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
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.
Are you looking to move into full-fledged paraplanning role and keen to explore opportunities that can encourage that move.
Are you part way or fully Level 4 Diploma and seek a fresh new existing opportunity, then look no further.
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.
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.
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.
We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our advisory team.
This role is pivotal in ensuring the smooth operation of our financial planning services.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Reed Financial Services are pleased to be representing a leading Medium sized Multi-discipline practice provifing clients with integrated solutions to meet their needs, based in Exeter
Responsibilities, defined but not limited to...
Checking all paperwork / information is available to ensure that the client file meets the FCA's rules and requirements.