Expert Financial Consultant

5 days ago


Exeter, Devon, United Kingdom Prydis Full time
Financial Planning Opportunity at Prydis
We are an esteemed independent firm of Chartered Financial Planners, seeking a skilled individual to deliver exceptional financial planning services. As a Senior Planning Specialist, you will cultivate professional relationships and generate new business through personalized advice.
About This Role:
  • Deliver top-tier financial planning services to clients, providing tailored solutions to meet their needs.
  • Maintain accurate client records on our back-office system, adhering to strict compliance procedures.
  • Establish new business connections by offering expert guidance and leveraging existing relationships.
  • Collaborate with administrative support staff and para-planners as required.
Requirements:
  • Demonstrated expertise in financial planning, preferably within an independent environment.
  • In-depth knowledge of corporate and personal financial planning, including pension planning strategies.
  • Exceptional communication and interpersonal skills, enabling effective relationship-building.
  • Proficiency in using the MS Office suite of products.
Compensation:

This role comes with a competitive package and a realistic OTE exceeding £70,000, with earnings uncapped.



  • Exeter, Devon, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job Title: Financial Tax ExpertAbout the Role:We are seeking a highly skilled Financial Tax Expert to join our client, a reputable firm in Exeter. As a Senior Manager or CTA Personal Tax professional, you will be responsible for leading and managing a team of tax specialists. The ideal candidate will have excellent leadership skills, strong communication...


  • Exeter, Devon, United Kingdom Pertemps Exeter Full time

    An exciting opportunity has arisen for a Financial Management Expert to join Pertemps Exeter, a leading housing provider in the South West. This role will see you working closely with senior managers to provide financial insights and drive performance in the Asset Management division.


  • Exeter, Devon, United Kingdom Fresh People Full time

    Job Title: Regional Financial Management ExpertFresh People is looking for an experienced Regional Financial Management Expert to join our team. In this role, you will be responsible for providing financial leadership and guidance to our management teams across the South West region.As a seasoned finance professional, you will have at least 2 years of...


  • Exeter, Devon, United Kingdom Thrifty Car & Van Rental Full time

    Job Title: Financial Services ExpertLocation: Exeter - Head OfficeHours: 37.5 hours full timeEstimated Salary Range: £22,000-£25,000 per annumKey Responsibilities:Manage debt portfolios effectivelyProvide top-notch customer serviceCollaborate with colleagues to drive business growthBenefits:30 days annual leaveOnsite parkingOnsite gym membershipPension...


  • Exeter, Devon, United Kingdom Hays Careers Full time

    Hays Careers is seeking an experienced Interim Financial Expert to support a 6-month assignment in Exeter. As a hands-on professional, you will oversee and ensure the accuracy and integrity of all financial activities within the organisation. Your responsibilities will include maintaining up-to-date financial records, preparing and reviewing financial...


  • Exeter, Devon, United Kingdom IDEX Consulting Ltd Full time

    About the RoleThe Financial Planning Compliance Expert will be responsible for providing supervisory support to regulated individuals within our financial services business. The ideal candidate will have proven experience of carrying out skills observations/assessments and in-depth knowledge of financial services regulations.Responsibilities:Support the...

  • Audit Manager

    5 days ago


    Exeter, Devon, United Kingdom CV Library Full time

    At CV Library, we are seeking an exceptional Audit Manager - Financial Expert to join our Exeter branch team. As a key member of the management team, you will be responsible for delivering statutory audits and preparing financial accounts with precision and accuracy.The ideal candidate will have ACA/ACCA qualification and practice experience, as well as...


  • Exeter, Devon, United Kingdom Pertemps Exeter Full time

    Join our team at Pertemps Exeter as a skilled Asset Manager Financial Expert. In this key role, you'll lead the preparation of the annual asset management budget and 30-year business plan, leveraging your expertise in financial management, budgeting, variance analysis, and Value for Money principles. Your strong project planning and process improvement...


  • Exeter, Devon, United Kingdom Pro Talent Full time

    We are looking for a highly skilled Financial Operations Expert to join our team as a Payroll Manager.About the PositionThe successful candidate will be responsible for leading the payroll function, including wage calculation, attendance record-keeping, and payroll data management.Duties and ResponsibilitiesOversee payroll processes, including salary...

  • Financial Expert

    2 weeks ago


    Exeter, Devon, United Kingdom Pertemps Exeter Full time

    About the JobWe are seeking an experienced Financial Expert to join our team, supporting the Asset Management division with financial expertise for sustainability initiatives.The successful candidate will work closely with senior managers to develop and implement investment strategies, ensuring alignment with business objectives.This role involves leading...


  • Exeter, Devon, United Kingdom First Port Full time

    Job Summary: We are seeking a highly skilled Service Charge Financial Expert to join our team at FirstPort. As a key member of our accounting department, you will play a crucial role in delivering accurate financial statements and records to our customers.The ideal candidate will have a minimum of 2 years' experience in an accounting environment and be...

  • Senior Accountant

    1 month ago


    Exeter, Devon, United Kingdom Meridian Business Support Full time

    Financial Expertise RequiredMeridian Business Support is seeking a highly experienced Senior Accountant to join our team in South Devon.We are offering a competitive salary of £40,000 per annum, reflecting the exceptional skills and qualifications required for this role.The successful candidate will have extensive knowledge of preparing accounts with...


  • Exeter, Devon, United Kingdom Penguin Recruitment Full time

    We are looking for a highly skilled Environmental Consultant to join our team as a BNG expert. This role involves performing biodiversity assessments, creating habitat management plans, and providing guidance on ecological improvements.As a key member of our team, you will work closely with colleagues to deliver environmentally responsible project...


  • Exeter, Devon, United Kingdom Old Mill Full time

    Rural Financial Services OpportunityAs a Part-Qualified AAT accountant, you'll have the chance to join our Exeter-based team, providing financial support to diverse clients. This role offers a great opportunity to develop your skills and expertise while enjoying a hybrid working model and 3 days in the office.Aiming to become fully qualified, you've gained...

  • Financial Expert

    2 weeks ago


    Exeter, Devon, United Kingdom Autograph Recruitment Full time

    This is an exciting opportunity for a Senior Audit professional to join a leading Accountancy Practice in Weston Super Mare. The successful candidate will be responsible for leading audits, preparing financial statements, and working closely with clients to deliver high-quality services.The ideal candidate will have a strong background in accounting and...

  • Property Consultant

    2 weeks ago


    Exeter, Devon, United Kingdom Bennett and Game Recruitment LTD Full time

    Job OverviewWe are seeking a skilled Property Consultant to join our team in the South West. This is an excellent opportunity for a Senior Rating Expert to work with one of the most respected property consultancies in the region, spanning across multiple offices.The ideal candidate will have a strong understanding of residential valuation and be able to...


  • Exeter, Devon, United Kingdom Michael Page (UK) Full time

    Job Title: Healthcare Accounts SeniorLocation: ExeterJob Type: Full-timeSalary: £50,000 - £65,000 per annumWe are currently seeking a talented Healthcare Accounts Senior to join our Exeter office. As a key member of our team, you will play a crucial role in delivering high-quality accounting services to our clients.As a Healthcare Accounts Senior, you will...

  • Financial Expert

    1 week ago


    Exeter, Devon, United Kingdom Autograph Recruitment Full time

    Seeking a Semi Senior Accountant to join our expanding accounts team in Plymouth. Our client is a leading firm of chartered accountants with offices based in the South West.Job DescriptionThis role offers excellent progression and development potential, working with a varied client base. Key responsibilities include:Preparation of year-end...

  • Car Leasing Expert

    1 month ago


    Exeter, Devon, United Kingdom Vanparison Leasing Full time

    We are seeking a highly motivated Car Leasing Expert to join our team at Vanparison Leasing in Exeter. As a Car Leasing Expert, you will be responsible for supporting customers through the second biggest financial decision they make by providing them with a range of funding options and making informed decisions about their motor vehicle leasing...


  • Exeter, Devon, United Kingdom Pertemps Exeter Full time

    About the RoleAn exciting opportunity for a proactive Senior Business Partner to join a leading housing provider in the South West. This role will support the Asset Management division, focusing on investment and sustainability initiatives for existing homes.As a Senior Finance Business Partner, you will partner with senior managers to provide financial...