Financial Adviser

A successful financial planning & investment management practice based in Taunton are looking to recruit an experienced and motivated Financial Adviser to join their team. The role has arisen due to an existing financial adviser retiring from the industryand presents a fantastic opportunity for a driven individual to take on a full client bank. Key...

**Financial Advisor | Independent Financial Advisor** **£50,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Taunton| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...

**Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Taunton| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...

Attention all Financial Advisers! Are you tired of feeling unappreciated in your current role? Are you looking for a new opportunity that will value your skills and expertise? Look no further! TPS Recruitment is proud to present a fantastic opportunity to join a highly respected, independent financial advisory firm. This firm, based in the Southwest region...

Attention all Financial Advisers Are you tired of feeling unappreciated in your current role? Are you looking for a new opportunity that will value your skills and expertise? Look no further TPS Recruitment is proud to present a fantastic opportunity to join a highly respected, independent financial advisory firm.This firm, based in the Southwest region with...

**The Role** We are looking for self-employed Mortgage Brokers to join our exciting team. Main Responsibilities include; - Meeting with clients in person, virtually or over the phone - Fact Finding - Assessing an Income & Expenditure breakdown - Assessing which type of mortgage is most suitable for each client - Keeping up to date with new mortgage...

**Job Description**: **Are you feeling stuck in your current career but don't know where to turn? We understand that the thought of retraining can be daunting, but what if we told you that you could have a rewarding career in financial services?** Our award-winning partner client is seeking motivated professionals like you to join their team as a Trainee...

**Job Description**: **Are you feeling stuck in your current career but don't know where to turn? We understand that the thought of retraining can be daunting, but what if we told you that you could have a rewarding career in financial services?** Our award-winning partner client is seeking motivated professionals like you to join their team as a Trainee...

Are you looking for a company where you can build on your career and have lots of opportunities to develop and progress and also really enjoy going to work? If you have an understanding around Finance Advice then we would love to hear from you. We have an opportunity for a Financial Services Coach to join this award winning company in a supportive yet fun...

**Job Title: Financial Planning Support Administrator** **Location: Taunton** **Salary: £26,000 - £30,000 + Bonus & Benefits** Our client is searching to find a skilled and motivated Financial Planning Administrator to join the existing team in the South West and provide support to a number of existing Independent Financial Advisers, (IFA’s) and...

**Salary**: Up to **£26,500.00** per annum, (D.O.E.) with a bonus package of up to **£3000.00** per year. **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full...

Are you looking for a company where you can build on your career and have lots of opportunities to develop and progress and also really enjoy going to work? If you have an understanding around Finance Advice then we would love to hear from you. We have an opportunity for a Financial Services Coach to join this award winning company in a supportive yet fun...

**Financial Advisor**: - Providing holistic financial planning advice to existing NFU Mutual customers - Partnering with 2 local Agents of NFU Mutual and developing relationships with their customers - Field based position with frequent travel around Somerset and South Bristol area **About the role**: NFU Mutual is growing, and as a Financial Advisor...

**Salary**: £20,000 - £25,000 per annum, (D.O.E.) plus benefits and bonus package. **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay_ - Company Pension...

**Salary**: Up to **£26,500.00** per annum, (D.O.E.) with a bonus package of up to **£3000.00** per year. **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full...

**Salary**: Up to **£26,500.00** per annum, (D.O.E.) with a bonus package of up to **£3000.00** per year. **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full...

**Salary**: Starting from £25,000 per annum, (D.O.E.) plus benefits and bonus package. **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay_ - Company...

You will be a key member of the team in its day-to-day performance. You will be focused on delivery of work in line with daily tasks and are responsible for ensuring that our advisors and clients receive the best administration support; proactively searching for opportunities to add value. You will also utilise and further develop your skills to assist your...

Training and Competence Manager Competitive Salary + car allowance + bonusHome-based with travel to Bristol, Bath, Swansea & Torquay The role is to coach, train, develop and monitor the performance of the Financial Advisers, ensuring that all regulatory requirements are maintained. Also, to ensure that all Advisers demonstrate appropriate levels of...

**Role Description** Last reviewed: June 2023 Next reviewed: June 2024 Treasurer Trustee - **The Treasurer has specific responsibilities that are required in addition to undertaking those duties as set out in the Role Description of a Trustee.**_ - **The Treasurer should liaise with The Chief Executive, Finance staff and other members of staff (as...