Current jobs related to Independent Financial Adviser - Exeter, Devon - Heat Recruitment

  • Financial Planning Specialist

    4 weeks ago

    Exeter, Devon, United Kingdom Randalls Financial Advice and Wealth Management Full time

    Adviser Support RoleRandalls Financial Advice and Wealth Management is a boutique, client-focused, independent advice and investment management firm specialising in financial planning and wealth management. Our team of Chartered Advisers and Wealth Managers help clients identify their financial goals and create investment strategies for retirement, business...

  • Financial Planning Specialist

    4 weeks ago

    Exeter, Devon, United Kingdom Randalls Financial Advice and Wealth Management Full time

    Adviser Support RoleRandalls Financial Advice and Wealth Management is a boutique, client-focused, independent advice and investment management firm specialising in financial planning and wealth management. Our team of Chartered Advisers and Wealth Managers help clients identify their financial goals and create investment strategies for retirement, business...

  • Financial Planning Assistant

    4 weeks ago

    Exeter, Devon, United Kingdom Randalls Financial Advice and Wealth Management Full time

    Adviser Support Role at Randalls Financial Advice and Wealth ManagementRandalls is a boutique, client-focused, independent advice and investment management firm specialising in financial planning and wealth management. Our team of Chartered Advisers and Wealth Managers help clients identify their financial goals and create investment strategies for...

  • Financial Planning Assistant

    4 weeks ago

    Exeter, Devon, United Kingdom Randalls Financial Advice and Wealth Management Full time

    Adviser Support Role at Randalls Financial Advice and Wealth ManagementRandalls is a boutique, client-focused, independent advice and investment management firm specialising in financial planning and wealth management. Our team of Chartered Advisers and Wealth Managers help clients identify their financial goals and create investment strategies for...

  • Financial Planner

    3 weeks ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Planner

    3 weeks ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Planner

    1 month ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced financial adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Planner

    1 month ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced financial adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Planner

    1 month ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced financial adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Planner

    1 month ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Planner

    1 month ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Planner

    2 weeks ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced financial adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Planner

    2 weeks ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced financial adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Asset Manager

    2 weeks ago

    Exeter, Devon, United Kingdom Cliftonhampden Full time

    Financial Asset Manager OpportunityThis is an exciting opportunity for a skilled Financial Asset Manager to join our client's team. As a boutique Independent Financial Adviser firm, we are experiencing significant growth and are looking for a qualified professional to help us continue to deliver exceptional service to our clients.The successful candidate...

  • Financial Asset Manager

    2 weeks ago

    Exeter, Devon, United Kingdom Cliftonhampden Full time

    Financial Asset Manager OpportunityThis is an exciting opportunity for a skilled Financial Asset Manager to join our client's team. As a boutique Independent Financial Adviser firm, we are experiencing significant growth and are looking for a qualified professional to help us continue to deliver exceptional service to our clients.The successful candidate...

  • Financial Planner

    4 weeks ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced financial adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Planner

    4 weeks ago

    Exeter, Devon, United Kingdom mbf Full time

    {"h1":{"text":"Financial Adviser Opportunity"}}, mbf is working with a successful, fully independent financial planning organisation to recruit an experienced financial adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon and Somerset regions. Key...

  • Financial Asset Manager

    3 weeks ago

    Exeter, Devon, United Kingdom Cliftonhampden Full time

    Financial Asset Manager OpportunityThis is an exciting opportunity for a skilled Financial Asset Manager to join our client's team. As a boutique Independent Financial Adviser firm, we are experiencing significant growth and are looking for a qualified professional to help us continue to deliver exceptional service to our clients.The successful candidate...

  • Financial Asset Manager

    3 weeks ago

    Exeter, Devon, United Kingdom Cliftonhampden Full time

    Financial Asset Manager OpportunityThis is an exciting opportunity for a skilled Financial Asset Manager to join our client's team. As a boutique Independent Financial Adviser firm, we are experiencing significant growth and are looking for a qualified professional to help us continue to deliver exceptional service to our clients.The successful candidate...

  • Financial Planning Specialist

    1 week ago

    Exeter, Devon, United Kingdom mbf Full time

    mbf is working with a successful, fully Independent Financial Planning organisation to recruit an experienced Financial Adviser. Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across the Devon & Somerset regions.The Managing Director has an extensive client portfolio and is looking to hand...

Independent Financial Adviser

2 months ago

Exeter, Devon, United Kingdom Heat Recruitment Full time
The opportunity for an experienced Financial Adviser to join a growing financial planning practice.

What's on offer?

Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary.

This exciting role will see a financial adviser join the existing team of advisers in providing excellent financial advice to several clients within a specified region. The incoming adviser will be given clients to service.

To apply for the role you will have the required level 4 qualification and experience of being a financial adviser for at least two years (flexibility on this).

Principal Accountabilities / Main Responsibilities

Providing 1 st class advice to clients on wealth management covering pensions, investments, tax planning, savings and protection products. Working with the sizeable paraplanning and administration team to deliver timely reports and great customer service. The new adviser will be provided with a client bank, but they will be expected to grow the asset bank through bringing across additional assets where possible. Ability to learn and develop with the business as it grows.

What next?

Apply today to be considered for this Financial Adviser opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management