You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
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.
In this employed Financial Advisor job you will inherit an existing client bank across the Devon area.
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).
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.
Posted by FMG Repair Services • £35K/yr to £40K/yr
As part of a team of professionals you will undertake the inspection of damaged vehicles, assessing the full extent of the damage, costs of repair and timeframes.
An important aspect of this job is to identify the correct prescribed repair method and prepare, record and maintain records of electronic and manual estimates.
Join the UK's largest repair group in this fantastic opportunity, as a VDA/Estimator at our busy workshop in Torbay
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.
Liberty has an exciting opportunity for an Electrician to join our team, based around Exeter and Plymouth.
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.
The Finance Manager will be responsible for managing a team, overseeing all transactional processing (AP, AR and Payroll) as well as producing accounts and reports for internal stakeholders.
Robert Half are recruiting a Finance Manager role on a permanent basis with a well known organisation based in Melksham.
This role would suit someone with previous leadership experience and experience of working in a medium sized business.