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.
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).
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.
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.
Posted by Positive Employment • £42K/yr to £49K/yr
To support the Financial Services Manager in delivering a finance function to achieve the priorities and objectives of the business.
The post will report to the Finance Service Manager to ensure professional and corporate financial standards and process are maintained but will be assigned to the Housing Service working with management to deliver the objectives of the service.
Our client is a government organisation and looking for an experienced Accountant to join their teamon a permenant basis
This role is pivotal in ensuring the smooth operation of their financial planning services.
We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our client's advisory team.
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.
My client is a southwest leading group of financial advisers and Mortgage professionals who seek to add to their specialist team and seek a Client Servicing manager which is a client facing Paraplanner.
This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
This role is specifically to Manage the annual review process for all existing pension and investment clients as per the firm's procedures, specifically for the company directors.
Benefits: 25 days holiday not including Bank Holidays, Company Pension Scheme, Opportunities for progression, Friendly and supportive working environment, good transport links, Free parking
With expanding branches in the heart of the South West they have been providing financial planning and support to businesses and families for over 80 years!
The Company: We are excited to be working with a dynamic and forward thinking Chartered Accountants.