Investment and Retirement Planner
6 days ago
As a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly skilled and motivated individual to join our team of experienced financial advisors.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial needs and goals, and providing tailored advice and guidance.
- Financial Planning and Analysis: Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information, conducting research, and preparing financial planning reports.
- Business Development: Acquire and develop new business from new and existing clients, professional introducers, and other sources, through personal business planning, referrals, and company lead generation programs.
- Marketing and Networking: Utilize marketing opportunities, including social media and networking with introducers and other professionals, to develop new business and promote the company's services.
- Client Communication: Contact clients to set up meetings, either in-person or virtually, to discuss their financial plans and provide ongoing support and guidance.
- Qualifications: Diploma in Regulated Financial Planning (or FCA-approved equivalent) and CF30 status in accordance with FCA regulations.
- Skills and Experience: Clear demonstration of a client-centric approach, excellent interpersonal skills, approachability, and professionalism, with experience in networking and attracting new clients through business development and effective business planning.
AFH Wealth Management is one of the UK's leading independent financial advisory firms, with over 30 years of experience and more than 200 accredited advisers nationwide. We offer a client-centric proposition, trusted brand reputation, and ongoing learning and development culture, as well as a range of benefits and support to our employees.
-
Catering Operations Leader
3 weeks ago
Barnstaple, Devon, United Kingdom Sodexo Full timePosition Overview As a Catering Operations Leader at Sodexo, you will play a pivotal role in managing all facets of our catering services. This position requires a dynamic leader capable of inspiring a team in a bustling, high-demand environment. Exceptional communication and organizational abilities, coupled with a keen eye for detail, are essential. Our...
-
Catering Operations Leader
3 weeks ago
Barnstaple, Devon, United Kingdom Sodexo Full timePosition Overview As a Catering Operations Leader at Sodexo, you will play a pivotal role in managing the comprehensive service elements of our catering division. This position demands an exceptional leader capable of inspiring a team in a dynamic and demanding environment. Strong communication and organizational abilities, coupled with meticulous attention...
-
Wealth Management Consultant
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial AdvisorAs a Financial Advisor with Premier Jobs UK Limited, you will have the opportunity to make a real difference in people's lives, helping them achieve their financial goals and build a secure financial future.Our company is committed to providing a supportive and collaborative environment, where you can grow and develop your skills and...
-
Wealth Management Advisor
6 days ago
Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly skilled and experienced individual to join our team of financial advisors.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with clients,...
-
Catering Supervisor
1 month ago
Barnstaple, Devon, United Kingdom Sodexo Full timeAs a Food Service Team Leader at Sodexo in North Devon District Hospital, you will be responsible for overseeing all service aspects of our catering operations and will need to be an excellent leader who can motivate a team in a fast-paced, high-pressure environment. You will require excellent communication and organisational skills as well as strong...
-
Financial Operations Partner
3 days ago
Barnstaple, Devon, United Kingdom Systems Engineering and Assessment Limited Full timeAbout the RoleWe are seeking a highly skilled Financial Operations Partner to join our team at Systems Engineering and Assessment Limited. As a key member of our finance department, you will play a critical role in bridging the gap between finance and operations, providing support to operations by transferring raw technical data into usable financial...
-
Financial Operations Partner
2 days ago
Barnstaple, Devon, United Kingdom Systems Engineering and Assessment Limited Full timeAbout the RoleWe are seeking a highly skilled Financial Operations Partner to join our team at Systems Engineering and Assessment Limited. As a key member of our finance department, you will play a critical role in bridging the gap between finance and operations, providing support to operations by transferring raw technical data into usable financial...
-
Financial Business Partner
2 days ago
Barnstaple, Devon, United Kingdom Systems Engineering and Assessment Limited Full timeAbout the RoleWe are seeking a highly skilled Financial Business Partner to join our team at Systems Engineering and Assessment Limited. As a key member of our finance department, you will play a critical role in bridging the gap between finance and operations, providing support to operations by transferring raw technical data into usable financial...
-
Financial Business Partner
2 days ago
Barnstaple, Devon, United Kingdom Systems Engineering and Assessment Limited Full timeAbout the RoleWe are seeking a highly skilled Financial Business Partner to join our team at Systems Engineering and Assessment Limited. As a key member of our finance department, you will play a critical role in bridging the gap between finance and operations, providing support to operations by transferring raw technical data into usable financial...
-
Financial Business Partner
6 days ago
Barnstaple, Devon, United Kingdom Systems Engineering and Assessment Limited Full timeJob DescriptionJob Title: Financial Business PartnerCompany: Systems Engineering and Assessment LimitedJob Type: Full-timeLocation: Barnstaple (with flexible working arrangements)Job Summary:We are seeking a highly skilled Financial Business Partner to join our team. As a Financial Business Partner, you will play a key role in bridging the gap between...
-
Financial Operations Partner
3 weeks ago
Barnstaple, Devon, United Kingdom Systems Engineering and Assessment Limited Full timeLocation: Barnstaple (minimum of 3 days in-office with flexible home working options)About Us:We are Systems Engineering and Assessment Limited.Dedicated to safeguarding. We protect what is essential - our nations, our waters, our land, our cities, our people, our environment, and our world.Join our team.Systems Engineering and Assessment Limited is a...
-
Senior Site Manager
3 months ago
Barnstaple, United Kingdom Churchill Retirement Living Ltd Full timeLocation: Barnstable, DevonReward & Benefits: Competitive Salary, Site Bonus Scheme, Company Car or Car Allowance and excellent Colleague Benefits About usWe are Churchill Retirement Living, the fastest growing company in the UK retirement house building sector, and we have exciting opportunities available to join our expanding Construction team.We’re...
-
Independent Financial Advisor
3 months ago
Barnstaple, United Kingdom Advice Rooms Full timeDo you wish to progress your career as an Independent Financial Advisor? Are you level 4 qualified but your company is not letting you progress? We have a great opportunity to join a growing team across the Southwest as an Independent Financial Advisor on a self-employed basis with uncapped payment opportunities. We will provide training in all areas to...
-
Financial Services Administrator
3 months ago
Barnstaple, United Kingdom Zoop Recruitment Full timeZoop are delighted to be recruiting a Financial Services Administrator for a new and fresh financial services business. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. **Key Responsibilities**: - Client...
-
Financial Services Professional
3 days ago
Barnstaple, United Kingdom Premier Jobs UK Full timeJob DescriptionJob Title: Financial Services ProfessionalJob Type: Full-timeLocation: BarnstapleJob Description:We are seeking an experienced Financial Services Professional to join our team at Premier Jobs UK. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to clients.Key Responsibilities:Provide...
-
Financial Services Professional
3 days ago
Barnstaple, United Kingdom Premier Jobs UK Full timeJob DescriptionJob Title: Financial Services ProfessionalJob Type: Full-timeLocation: BarnstapleJob Description:We are seeking an experienced Financial Services Professional to join our team at Premier Jobs UK. As a Financial Advisor, you will be responsible for providing expert financial planning and investment advice to clients.Key Responsibilities:Provide...
-
Trainee Financial Adviser
3 months ago
Barnstaple, United Kingdom Advice Rooms Full timeWe have a great opportunity to join the Advice Rooms team on a permanent basis to train as an Independant Financial Adviser (IFA). Advice Rooms is an independent financial advisory firm based in Barnstaple working on a national basis. We provide independent advice across the whole market in all areas including, Retirement, Investment, Tax & Protection...
-
Financial Services Administrator
3 months ago
Barnstaple, United Kingdom Idex Full timeWe are looking for an experienced Administrator to join a growing business in Barnstaple. The ideal will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. This is a hybrid working opportunity which will see you part...
-
Team Admin Assistant
2 months ago
Barnstaple, United Kingdom Western Power Distribution Full timeJob Introduction Accountable to the Team Manager the Team Admin Assistant provides administrative assistance and co-ordination to a Network Services team. You will be an effective team player who is able and willing to support all team members on a daily basis with office support and general administration. If you are offered a position, you will be...
-
Food Services Team Leader
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Food Service Team Leader** at Sodexo in **North Devon District Hospital**, you will be responsible for overseeing all service aspects of our catering operations and will need to be an excellent leader who can motivate a team in a fast-paced, high-pressure environment. You will require excellent communication and organisational skills...
-
Self-employed Independent Financial Adviser
2 months ago
Barnstaple, United Kingdom Uniting People Full timeSelf-employed depending on experience and individual preferenceCovering Minehead, Taunton and Barnstaple areasRemote with occasional meeting on-site in Lynton, DevonOur client is an outstanding Independent Financial Advice Company which provides the full range of Financial and Legal Advice. The company has an established and highly experienced Mortgage,...
-
Housekeeper
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Housekeeper **at Sodexo in **North Devon District Hospital**, you will be responsible for maintaining a clean and hygienic environment within the hospital. You will play a key role in preventing the spread of infection and ensuring the safety and wellbeing of our patients, staff, and visitors. Join Sodexo and be part of something...
-
Housekeeper
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Housekeeper **at Sodexo in **North Devon District Hospital**, you will be responsible for maintaining a clean and hygienic environment within the hospital. You will play a key role in preventing the spread of infection and ensuring the safety and wellbeing of our patients, staff, and visitors. Join Sodexo and be part of something...
-
Housekeeper
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Housekeeper **at Sodexo in **North Devon District Hospital**,, you will be responsible for maintaining a clean and hygienic environment within the hospital. You will play a key role in preventing the spread of infection and ensuring the safety and wellbeing of our patients, staff, and visitors. Join Sodexo and be part of something...
-
Security Officer
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction At Sodexo, we believe that safety is a top priority, and we are looking for individuals who share that belief. As a **Security Officer** in **North Devon District Hospital**, you will be responsible for ensuring the safety of patients, staff, and visitors as well as the hospital facilities. Working at Sodexo, no two days are the same, you...
-
Housekeeper
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Housekeeper **at Sodexo in **North Devon District Hospital**, you will be responsible for maintaining a clean and hygienic environment within the hospital. You will play a key role in preventing the spread of infection and ensuring the safety and wellbeing of our patients, staff, and visitors. Join Sodexo and be part of something...
-
Housekeeper
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Housekeeper **at Sodexo in **North Devon District Hospital**, you will be responsible for maintaining a clean and hygienic environment within the hospital. You will play a key role in preventing the spread of infection and ensuring the safety and wellbeing of our patients, staff, and visitors. Join Sodexo and be part of something...
-
Housekeeper
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Housekeeper **at Sodexo in **North Devon District Hospital**, you will be responsible for maintaining a clean and hygienic environment within the hospital. You will play a key role in preventing the spread of infection and ensuring the safety and wellbeing of our patients, staff, and visitors. Join Sodexo and be part of something...
-
Retail Team Leader
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Retail Team Leader** at Sodexo in **North Devon District Hospital**, you will oversee our retail operations, support the activities of the retail team, and give our patients, visitors, and staff outstanding customer service. Your daily encounters with many of these people can help lessen some of the stress that is often associated...
-
Housekeeper
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Housekeeper **at Sodexo in **North Devon District Hospital**, you will be responsible for maintaining a clean and hygienic environment within the hospital. You will play a key role in preventing the spread of infection and ensuring the safety and wellbeing of our patients, staff, and visitors. Join Sodexo and be part of something...
-
Finance Administrator
3 months ago
Barnstaple, United Kingdom Sodexo Full timeJob Introduction As a **Finance **Administrator** at Sodexo in** North Devon District Hospital**, You will be very well organised, have outstanding communication skills, and the ability to work in a challenging environment. Our hospitals' skilled administrative personnel support our patients and visitors in providing vital clerical services. Join Sodexo and...