Experienced Financial Consultant
3 days ago
We are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will be responsible for providing high-quality financial advice and estate planning services to our clients.
Key Responsibilities:- Conduct comprehensive financial assessments for clients to understand their financial goals and risk tolerance.
- Develop customised financial plans that meet clients' needs and objectives.
- Recommend suitable investment options and monitor portfolios to ensure optimal returns.
- Assist clients with retirement planning, including estimating income needs and optimising savings.
- Provide tax-efficient strategies to minimise liabilities and ensure compliance with relevant financial regulations.
- Educate clients about financial concepts and investment strategies to empower informed decision-making.
- Ensure all financial advice and services are delivered in accordance with the highest ethical standards.
- Access to our state-of-the-art servers and IT support to ensure seamless operations.
- A comprehensive suite of tools and resources, including Fact Finds, Template Suitability Report Letters, Document storage and management, Mortgage and Protection Research tools, and more.
- Ongoing support with administration, including keying client data, maintaining client file records, and completing anti-money laundering checks.
- Opportunities for professional development, including study programs, exam training, and subsidised costs.
- A collaborative and supportive work environment that fosters growth and success.
We are committed to providing our clients with exceptional financial advice and services. If you are a motivated and experienced Financial Adviser looking for a new challenge, we encourage you to apply for this exciting opportunity.
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Experienced Financial Consultant
6 days ago
Barnstaple, Devon, United Kingdom Uniting People Full timeAbout the RoleWe are seeking an experienced Independent Financial Adviser to join our team at Uniting People. As a key member of our team, you will be responsible for providing high-quality financial advice to clients in the Minehead, Taunton, and Barnstaple areas.Key ResponsibilitiesConduct comprehensive financial assessments for clients to understand their...
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Experienced Financial Consultant
6 days ago
Barnstaple, Devon, United Kingdom Uniting People Full timeAbout the RoleWe are seeking an experienced Independent Financial Adviser to join our team at Uniting People. As a key member of our team, you will be responsible for providing high-quality financial advice to clients in the Minehead, Taunton, and Barnstaple areas.Key ResponsibilitiesConduct comprehensive financial assessments for clients to understand their...
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Experienced Financial Consultant
5 days ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityWe are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will have the freedom to work independently while benefiting from our comprehensive support and resources.Key Responsibilities:Conduct thorough financial assessments for clients to understand...
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Experienced Financial Consultant
5 days ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityWe are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will have the freedom to work independently while benefiting from our comprehensive support and resources.Key Responsibilities:Conduct thorough financial assessments for clients to understand...
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Senior Financial Consultant
3 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeUnique Opportunity for a Financial AdvisorWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.About the RoleThis is a unique opportunity to join a highly...
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Senior Financial Consultant
3 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeUnique Opportunity for a Financial AdvisorWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.About the RoleThis is a unique opportunity to join a highly...
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Financial Services Professional
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeAre you a seasoned Financial Advisor looking for a new challenge? Premier Jobs UK Limited is seeking an experienced professional to join their team as a Home-Based Financial Consultant. This is a unique opportunity to work with a highly respected IFA firm that is continually improving their client proposition and features in the industry press for their...
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Financial Services Professional
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeAre you a seasoned Financial Advisor looking for a new challenge? Premier Jobs UK Limited is seeking an experienced professional to join their team as a Home-Based Financial Consultant. This is a unique opportunity to work with a highly respected IFA firm that is continually improving their client proposition and features in the industry press for their...
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Financial Manager
4 days ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeFinance Manager OpportunityTrial Balance Consulting is seeking an experienced Finance Manager to join their team. This is a permanent position based in Barnstaple, with potential for remote work.The Finance Manager will be responsible for the day-to-day financial control of the company, supervising and developing one Accounts Assistant. Key responsibilities...
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Financial Manager
4 days ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeFinance Manager OpportunityTrial Balance Consulting is seeking an experienced Finance Manager to join their team. This is a permanent position based in Barnstaple, with potential for remote work.The Finance Manager will be responsible for the day-to-day financial control of the company, supervising and developing one Accounts Assistant. Key responsibilities...
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Financial Controller
3 days ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeFinance Manager OpportunityTrial Balance Consulting is seeking an experienced Finance Manager to join their team in Barnstaple. This is a permanent position with potential for remote work and a salary of circa £40,000.Key ResponsibilitiesPreparation of detailed management accounts and financial reports with translatable commentaryManagement and...
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Financial Controller
3 days ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeFinance Manager OpportunityTrial Balance Consulting is seeking an experienced Finance Manager to join their team in Barnstaple. This is a permanent position with potential for remote work and a salary of circa £40,000.Key ResponsibilitiesPreparation of detailed management accounts and financial reports with translatable commentaryManagement and...
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Financial Services Consultant
2 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeEmployed Financial Advisor Job OpportunityIn this employed Financial Advisor role, you will inherit an existing client bank across the Devon area.You will take over 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 with a strong...
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Financial Services Consultant
2 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeEmployed Financial Advisor Job OpportunityIn this employed Financial Advisor role, you will inherit an existing client bank across the Devon area.You will take over 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 with a strong...
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Financial Services Consultant
2 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor Job Description **Job Summary:** In this employed Financial Advisor role, you will inherit an existing client bank across the Devon area. Your primary focus will be on maintaining and growing the client base, ensuring high retention rates and identifying opportunities for new business development. **Key Responsibilities:** * Take over...
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Financial Services Consultant
2 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor Job Description **Job Summary:** In this employed Financial Advisor role, you will inherit an existing client bank across the Devon area. Your primary focus will be on maintaining and growing the client base, ensuring high retention rates and identifying opportunities for new business development. **Key Responsibilities:** * Take over...
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Financial Manager
7 days ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeFinance Manager OpportunityTrial Balance Consulting is seeking an experienced Finance Manager to join their team in Barnstaple. The successful candidate will be responsible for the day-to-day financial control of a fast-paced and growing business.Key Responsibilities:Preparation of detailed management accounts and financial reports with translatable...
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Financial Manager
7 days ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeFinance Manager OpportunityTrial Balance Consulting is seeking an experienced Finance Manager to join their team in Barnstaple. The successful candidate will be responsible for the day-to-day financial control of a fast-paced and growing business.Key Responsibilities:Preparation of detailed management accounts and financial reports with translatable...
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Financial Advisor
3 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will be responsible for providing expert financial planning advice to clients in the Barnstaple area.Key ResponsibilitiesDeliver financial planning advice to clients through a mixture of in-person meetings,...
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Financial Advisor
3 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As an Independent Financial Adviser, you will be responsible for providing expert financial planning advice to clients in the Barnstaple area.Key ResponsibilitiesDeliver financial planning advice to clients through a mixture of in-person meetings,...
