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.
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.
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 ideal candidate will have a strong understanding of financial planning, exceptional organisational skills, and the ability to communicate effectively with both clients and colleagues.
We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our client's advisory team.
This role is pivotal in ensuring the smooth operation of their financial planning services.
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.
We are seeking a detail-oriented and motivated Financial Administrator / Paraplanner to support our advisory team.
This role is pivotal in ensuring the smooth operation of our financial planning services.
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 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.
This will include scheduling of appointments and all pre and post meeting work required as per set parameters for client service status.
Posted by Public Practice Recruitment Ltd • £60K/yr to £65K/yr
This Senior Client Manager job in Exeter is a superb opportunity for a career-driven candidate who is keen to further learn from and progress with an experienced team.
If you're a Senior Client Manager keen to work with an ambitious firm, this one's for you.
Perhaps you're an experienced Client Manager ready for the next step in your practice career.