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.
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 in the Swindon area of Wlitshire.
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.
Day rate: Up to £450 per day (For the right experience)
Robert Half have partnered with a long-standing client based in Bristol to recruit an interim financial accountant to support with their upcoming year end and ad hoc projects.
Posted by Isca Recruitment Ltd • £50K/yr to £60K/yr
Financial Controller - Duties
Responsible for the day-to-day finance function and small accounts team:.
General
Reporting to the Finance Director, this is a hands-on Financial Controller position where you will be providing financial insight and control for two business units.
Isca Recruitment is delighted to be recruiting for a commercially astute, accountant to join a growing business as the Financial Controller at their office near Exeter, Devon.