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.
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.
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.
Posted by Hays Specialist Recruitment Limited • £200/day to £300/day
Hays are currently recruiting for an interim Accountant role within the Financial Services Team, supporting a Housing Services team in Devon for a local government organisation.
Experience and knowledge in this area are desirable but not essential.
You will be working on a full-time, permanent basis, working 40 hours per week and in return, you will receive a competitive salary of £37-39k with Company Van, Fuel Card, Plus Excellent Benefits.
We are an experienced and innovative Heating and Compliance firm that is committed to putting customers and clients at the heart of everything we do.
Liberty has an exciting opportunity for an Electrician to join our team, based in the Swindon area of Wlitshire.
Our client is looking to engage with Financial Advisers who have developed lasting relationships with their clients and want to provide true holistic whole of market Advice.
As a Financial Adviser do you dream of achieving a better work-life balance while taking control of your own future?