Trainee Financial Adviser

2 weeks ago

Exeter, United Kingdom Recruit UK Full time

**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 offering, this company continues to grow and develop a strong presence in the market. They work closely with corporate businesses including a large accountancy firm to generate opportunities for their advisers and tooffer a tailored service to clients.

Duties will include servicing new and existing clients, advising them on their pension, protection, and investments, and dealing with their queries.

**What’s in it for you**:

- Competitive salary (details available)
- Bonus scheme
- Current client bank to service
- Pension, holidays, paid T&D, PMI, Life assurance, and much more
- Flexible working

**Skills and experience required**:

- A client-focused financial planning professional / paraplanner or trainee adviser
- Level 4 Diploma qualified
- Strong client communication skills
- Track record of supporting clients with their financial planning journey

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with an Independent Financial Planning firm based in Exeter in an adviser role.

**Our commitment to you**
- _Start every journey with a conversation to find out about you in depth._
- _Provide honest feedback on where you fit in the jobs market._
- _Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you._
- _Take a holistic mindfulness approach - career happiness is rarely just about the money._
- _Cover the whole of the UK with a local touch through our regional teams._
- _Never pester you._

  • Trainee Financial Adviser

    7 days ago

    Exeter, United Kingdom Foresight Financial Planning Full time

    **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...

  • Independent Financial Adviser

    1 day ago

    Exeter, United Kingdom Foresight Financial Planning Full time

    **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...

  • Independent Financial Adviser

    4 weeks ago

    Exeter, United Kingdom Foresight Financial Planning Full time

    **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...

  • Trainee Financial Services Administrator

    2 months ago

    Exeter, United Kingdom Foresight Financial Planning Full time

    **Job Purpose** Providing administrative support to ensure the company delivers the high level of service expected by its clients and ensure the firm meets its regulatory obligations. **Reporting Relationships** Primarily supporting a senior adviser and their team with client administration. **Main Responsibilities** 1. Managing the diary for your...

  • Independent Financial Adviser

    6 days ago

    Exeter, United Kingdom Recruit UK Full time

    **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...

  • Independent Financial Adviser

    4 weeks ago

    Exeter, United Kingdom Recruit UK Full time

    **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...

  • Independent Financial Adviser | Exeter

    2 weeks ago

    Exeter, United Kingdom AFH Wealth Management Full time

    Independent Financial AdviserAt 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...

  • Independent Financial Adviser Exeter

    2 days ago

    Exeter, United Kingdom AFH Wealth Management Full time

    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...

  • Independent Financial Adviser Exeter

    2 weeks ago

    Exeter, Devon, United Kingdom AFH Wealth Management Full time

    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...

  • Financial Advisor

    1 week ago

    Exeter, United Kingdom Southernhay Financial Planning Ltd Full time

    Job Title: Independent Financial Planner for Southernhay Financial Planning Ltd Location: Truro, Cornwall, covering mainly Cornwall. Southernhay Financial Planning is an expanding company based in the South West of England providing independent financial advice for families and businesses. The prime responsibility of this role is to continue to provide...

  • Financial Administrator

    2 months ago

    Exeter, United Kingdom Foresight Financial Planning Full time

    **Job Purpose** Providing full-time administrative support to ensure the company delivers the high level of service expected by its clients and ensure the firm meets its regulatory obligations. **Reporting Relationships** Primarily supporting a senior adviser and their team with client liaison **Main Responsibilities** 1. Managing the diary for the...

  • Independent Financial Adviser | Exeter

    3 weeks ago

    Exeter, United Kingdom AFH Wealth Management Full time

    Independent Financial AdviserAt 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...

  • Independent Financial Adviser | Exeter

    3 weeks ago

    Exeter, Devon, United Kingdom AFH Wealth Management Full time

    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...

  • Independent Financial Adviser | Exeter

    3 weeks ago

    Exeter, Devon, United Kingdom AFH Wealth Management Full time

    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...

  • Independent Financial Adviser | Exeter

    2 weeks ago

    Exeter, Devon, United Kingdom AFH Wealth Management Full time

    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...

  • Independent Financial Adviser | Exeter

    2 weeks ago

    Exeter, Devon, United Kingdom AFH Wealth Management Full time

    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...

  • Financial Adviser

    2 months ago

    Exeter, United Kingdom CareerBliss Full time

    Are you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead generation...

  • Financial Adviser

    2 months ago

    Exeter, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead generation...

  • Financial Adviser

    2 months ago

    Exeter, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead generation...

  • Financial Adviser

    2 months ago

    Exeter, United Kingdom Premier Jobs UK Limited Full time

    Are you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead generation...