Financial Adviser
1 month ago
In this employed Financial Advisor job you will inherit an existing client bank across the Devon area.
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. Often the inherited client banks have rich levels of new business opportunity.
To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. The support includes: appointments booked in your diary, research undertaken, suitability reports written and advice designed to your request. Plus, they have a highly efficient back office system.
The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, you may need to be in their local office to facilitate a smooth handover.
Our client would also be open minded to individuals who are fully Level 4 qualified and looking to step up from a support role to become a Financial Adviser.
Financial Advisor Requirements
- You should be a Financial Advisor with experience of delivering quality client service or in a support role looking to step up to advice
- You should have good experience within financial planning industry
- You must be fully Diploma qualified in financial planning
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
The Company
This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.
Financial Advisor Benefits
- Salary up to 60,000 depending on experience with an uncapped OTE
- Uncapped bonuses
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
- Excellent ongoing employee well being programmes
- Home based role with some face-to-face client meetings and visits to the office
Locations
Devon
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
-
Financial Planning Specialist
11 hours ago
Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly skilled and motivated individual to join our team of experienced financial planners.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with...
-
Wealth Management Advisor
10 hours ago
Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly skilled and experienced individual to join our team of financial advisors.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with clients,...
-
Investment and Retirement Planner
7 hours ago
Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly skilled and motivated individual to join our team of experienced financial advisors.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with...
-
Weighbridge Operator
8 hours ago
Barnstaple, Devon, United Kingdom NEWBERY RECYCLING LIMITED Full timeJob Title: Weighbridge OperatorLocation: BarnstapleHourly Rate: £14.75 p/h, Overtime over 40hr: £22.12 p/hShift Pattern: 42.50 hours per week & Some Sat OvertimeJob SummaryWe are seeking a skilled Weighbridge Operator to join our team at NEWBERY RECYCLING LIMITED. As a Weighbridge Operator, you will be responsible for accurately inputting data into the...
-
Independent Financial Adviser
3 months ago
Barnstaple, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Barnstable (2 X IFA required with office in Barnstable if required)** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your...
-
Independent Financial Adviser
4 days ago
Barnstaple, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Barnstaple At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to...
-
Trainee Financial Adviser
3 months ago
Barnstaple, United Kingdom Advice Rooms Full timeWe have a great opportunity to join the Advice Rooms team on a permanent basis to train as an Independant Financial Adviser (IFA). Advice Rooms is an independent financial advisory firm based in Barnstaple working on a national basis. We provide independent advice across the whole market in all areas including, Retirement, Investment, Tax & Protection...
-
Financial Adviser
2 months ago
Barnstaple, United Kingdom Premier Jobs UK Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area. 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...
-
Financial Adviser
2 months ago
Barnstaple, United Kingdom Premier Jobs UK Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area.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...
-
Financial Adviser
1 month ago
Barnstaple, United Kingdom Premier Jobs UK Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area. 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...
-
Self-employed Independent Financial Adviser
2 months ago
Barnstaple, United Kingdom Uniting People Full timeSelf-employed depending on experience and individual preferenceCovering Minehead, Taunton and Barnstaple areasRemote with occasional meeting on-site in Lynton, DevonOur client is an outstanding Independent Financial Advice Company which provides the full range of Financial and Legal Advice. The company has an established and highly experienced Mortgage,...
-
Financial Adviser
1 month ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area.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...
-
Financial Adviser
2 months ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area.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...
-
Financial Adviser
2 months ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area.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...
-
Financial Adviser
1 month ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area.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...
-
Financial Adviser
1 month ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area.You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.Want to apply Read all the information about this position below, then hit the apply button.Typically, the client bank provided will validate...
-
Financial Adviser
1 month ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area.You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.Want to apply Read all the information about this position below, then hit the apply button.Typically, the client bank provided will validate...
-
Financial Adviser
2 months ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeIn this employed Financial Advisor job you will inherit an existing client bank across the Devon area. 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...
-
Financial Adviser
1 month ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time €60,000In this employed Financial Advisor job you will inherit an existing client bank across the Devon area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Want to apply Read all the information about this position below, then hit the apply button. Typically, the client bank provided will...
-
Financial Adviser
1 month ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time €60,000In this employed Financial Advisor job you will inherit an existing client bank across the Devon area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Want to apply Read all the information about this position below, then hit the apply button. Typically, the client bank provided will...
-
Senior Administrator
3 months ago
Barnstaple, United Kingdom AFH Financial Group Full time**IFA Senior Administrator - Barnstaple** A fantastic opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working and shift patterns of 8am - 4pm, 9am - 5pm,...
-
Ifa Senior Administrator- Barnstaple
3 months ago
Barnstaple, United Kingdom AFH Financial Group Full time**IFA Senior Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. We are looking for those of you who wish to grow with us as a business in our Barnstaple officewith hybrid working opportunities. You...
-
Financial Services Administrator
3 months ago
Barnstaple, United Kingdom Zoop Recruitment Full timeZoop are delighted to be recruiting a Financial Services Administrator for a new and fresh financial services business. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. **Key Responsibilities**: - Client...
-
Independent Financial Advisor
3 months ago
Barnstaple, United Kingdom Advice Rooms Full timeDo you wish to progress your career as an Independent Financial Advisor? Are you level 4 qualified but your company is not letting you progress? We have a great opportunity to join a growing team across the Southwest as an Independent Financial Advisor on a self-employed basis with uncapped payment opportunities. We will provide training in all areas to...