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.
If you live near Exeter and have a passion for providing excellent customer service, we have an exciting opportunity become available.
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;
Rainbow Club are UK & Europe's leading designers, makers & colourists of handmade fabric occasion footwear - established in 1986 & a second generation family business.
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.
Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Assistant to join their team!
BENEFITS: Competitive salary, pension and holiday allowance, private health cover, discretionary bonuses, progression opportunities.
Are you a customer-focused individual with a passion for providing exceptional service?
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.
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 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.