Trainee Financial Adviser

**Independent Financial Adviser** 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 an employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial...

**About us** Foresight Financial Planning is a boutique financial planning business based in Exeter. Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning. Many of our clients or their families have been with us since the start, which...

**Job Title: Independent Financial Adviser** **Industry: Financial Services** **Location: Exeter** **Salary: Employed, negotiable** **Reference Number: 7471** Recruit UK is working with a highly innovative, Independent Financial Planning company in Exeter that is looking for a Financial Adviser to join their team. With client service at the core of its...

Are you a motivated individual looking to start a career in accountancy? Quinton Davies is seeking a Trainee Accountant to join their team in Exeter, offering a comprehensive training program and opportunities for professional growth.Job DescriptionPreparation of financial reports and analysisReconciliation of balance sheet accountsMonthly financial...

Role: Financial Analyst TraineeAbout Quinton DaviesQuinton Davies is a well-established regional accountancy practice looking for a skilled Trainee to join their team.Key Responsibilities:Preparation of unincorporated and company accountsAnalysis of financial dataMaintenance of balance sheet accountsCreation of financial reportsAssistance with year-end...

Role OverviewWe are seeking a highly motivated and organized individual to join our team as a Financial Services Trainee. This role offers an excellent opportunity to gain hands-on experience in investment management and develop skills in customer service, financial planning, and wealth management.

_Financial Services Administrator _ **About us** **Company description** As a business we are growing rapidly through growth and acquisitions meaning we are creating new and exciting opportunities. Our expertise lie in advising clients who want a personal and unbiased financial planning process enabling their objectives to come to life. We always aim to...

Are you looking for an opportunity for your first step as a Financial Advisor? Would you benefit from an experienced, hugely successful practice owner guiding and developing you where you will be allocated clients from the get go? My client is seeking an additional Financial Advisor to join the business. Currently my client manages 410 relationships with...

My client is a leading financial organisation, engaged in the provision of independent financial advice to the retail market is looking for an experienced IFA to cover the Devon area. The Company provides financial planning led investment management services and offers independent financial advice on retirement planning and options and funding long term...

Job Profile: Embrace Financial Services, which has existed in Exeter since 1989 have an exciting opportunity for **a Trainee Customer Service Consultant** to join our busy City Centre office. **Working at Embrace Financial Services as a Customer Service Consultant, you will receive** - Annual salary of £19,000 - £21,000 - 20 days holiday (plus bank...

Quilter Financial Planning are recruiting for one of our most prestigious AR firms, one of the biggest Asset Management firms in the UK - and we are looking for a dedicated individual to join the team, who will offer tailored financial planning advice, focusingon pensions and investments. **The Role** As a Financial Adviser, you will be working closely...

We are working exclusively with a new business serving wealth planning needs for Mass Affluent and Affluent clients. It is jointly owned by one of the large banking groups, bringing together the inherent strengths across both organisations to deliver onthe ambition to give more advise to more clients. Our focus is on the personal relationships we develop...

Job Description Summary: We are working exclusively with a business serving wealth planning needs for Mass Affluent and Affluent clients. It is jointly owned by one of the large banking groups, bringing together the inherent strengths across both organisations to deliver on theambition to give more advise to more clients. Our focus is on the personal...

We are working exclusively with a new business serving wealth planning needs for mass affluent and affluent clients. It is jointly owned by one of the large banking groups, bringing together the inherent strengths across both organisations to deliver onthe ambition to give more advise to more clients. Our focus is on the personal relationships we develop...

Clark Wood, a leading independent firm of accountants in Exeter, is seeking an experienced Accounts Trainee to join their expanding team. This role offers a stimulating opportunity for career advancement within a dynamic and forward-thinking accountancy practice.The ideal candidate will have a minimum of 2 years' experience in preparing accounts and tax...

As a Trainee Accountant at Old Mill, you will have the opportunity to develop valuable skills and knowledge in accounting while earning a competitive salary. Our estimated annual salary for this position is around £25,000, which is higher than the average UK starting salary for an accountant.In this role, you will be responsible for bookkeeping tasks,...

Develop your career as a Tax Advisor Trainee with PKF Francis Clark, a leading firm of independent chartered accountants and business advisors in South West England.Job OverviewWe are seeking a highly motivated individual to join our three-year training programme, which will equip you with the skills and knowledge required to become a qualified Tax Advisor....

As a Trainee paraplanning your responsibilities will include " Preparing and maintaining detailed client files and records " Preparing annual reviews " Preparing reports and recommendations " Assisting financial advisors in their duties " Completing general admin tasks " Interest in moving into the financial services sector " Strong numerical and written...

Trainee Accountant Apprenticeship OverviewThis Trainee Accountant Apprenticeship is designed for individuals who wish to develop their accounting skills while gaining practical experience in a real-world setting. The apprenticeship is conducted on-the-job, allowing you to apply theoretical knowledge to real-life situations.Responsibilities and Tasks:Prepare...

MORTGAGE ADVISOR - EMPLOYED - ALL LEADS SUPPLIED SALARY + COMMISSION (OTE £75,000, including salary) Our client is a highly successful independent financial advice and mortgage brokerage who are looking for a talented Mortgage Advisor to join the team and exploit their highly lucrative lead sources. Working on an employed basis, you will be provided with...