Experienced Financial Consultant
1 day 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 have the freedom to work independently while benefiting from our comprehensive support and resources.
Key Responsibilities:- Conduct thorough financial assessments for clients to understand their goals and risk tolerance.
- Develop tailored financial plans that address clients' needs and objectives.
- Recommend suitable investment options and monitor portfolios to ensure optimal performance.
- Assist clients with retirement planning, including estimating income needs and optimizing savings.
- Provide tax-efficient strategies to minimize liabilities and maximize wealth.
- Help clients create estate plans and minimize estate taxes.
- Educate clients on financial concepts and investment strategies to empower informed decision-making.
- Ensure compliance with relevant financial regulations and ethical standards.
- Access to our 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.
- Support with administration tasks, including data entry, client file management, and anti-money laundering compliance.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A supportive environment that encourages collaboration and professional growth.
As a Financial Adviser with Uniting People, you will have the opportunity to work with a reputable and established company that values expertise and professionalism. 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
3 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
3 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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Senior Financial Consultant
2 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
2 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
7 days 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
7 days 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
23 hours 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
1 day 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
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. 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
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. 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 Services Consultant
1 week 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
1 week 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 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
2 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 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. This is a permanent position with potential for remote work and flexible hours.Key ResponsibilitiesPrepare detailed management accounts and financial reports with insightful commentaryManage and reconcile multiple company bank...
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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. This is a permanent position with potential for remote work and flexible hours.Key ResponsibilitiesPrepare detailed management accounts and financial reports with insightful commentaryManage and reconcile multiple company bank...
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Financial Services Professional
6 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Barnstaple. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a combination of...
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Financial Services Professional
7 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Barnstaple. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a combination of...
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Financial Planner
5 days ago
Barnstaple, Devon, United Kingdom Heat Recruitment Full time{"h1": "Employed Financial Planner Opportunity", "p": "Are you a skilled Financial Adviser looking for a new challenge? We have an exciting opportunity for a Financial Planner to join our client's team in the South-west of England. As a Financial Planner, you will have the chance to inherit a book of business and develop your own clients through referrals...
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Financial Planner
5 days ago
Barnstaple, Devon, United Kingdom Heat Recruitment Full time{"h1": "Employed Financial Planner Opportunity", "p": "Are you a skilled Financial Adviser looking for a new challenge? We have an exciting opportunity for a Financial Planner to join our client's team in the South-west of England. As a Financial Planner, you will have the chance to inherit a book of business and develop your own clients through referrals...
