Financial Planner
4 weeks ago
{"h2": "Financial Advisor Role at NFU Mutual", "p": "We are seeking a skilled Financial Advisor to join our team at NFU Mutual. As a Financial Advisor, you will provide holistic financial planning advice to existing customers, partner with local Agents, and develop relationships with their customers. You will work in a field-based position, traveling frequently around North Devon and the wider area.", "ul": [{"li": "Provide financial planning advice to existing customers, including life insurance, pensions, investments, and wealth management."}, {"li": "Partner with 2 local Agents of NFU Mutual and develop relationships with their customers."}, {"li": "Travel frequently around North Devon and the wider area, visiting customers and Agents."}], "h3": "About the Role", "p": "As a Financial Advisor at NFU Mutual, you will be at the heart of our growth, providing advice to a broad range of customers. You will develop strong customer relationships from warm leads, with a range of customers from small investors to high net worth individuals. You will also continue our tradition of providing excellent personal service by getting to know each customer's circumstances and helping to protect them, their families, and businesses.", "p": "This is a homeworking role requiring multi-site travel up to 4 days per week to Agents of NFU Mutual, customers, and NFU Mutual offices. You will be an expert at building trusting relationships, working with a panel of NFU Mutual Agents to offer advice on a range of NFU Mutual products across Life, Pensions, and Investments to both new and existing customers.", "h3": "What We Offer", "ul": [{"li": "Competitive Salary with OTE £100,000"}, {"li": "Annual bonus (up to 5% of salary)"}, {"li": "Contributory pension scheme, up to 20%, including your 8% contribution"}, {"li": "25 days annual leave + bank holidays + buy/sell/save holiday trading scheme"}, {"li": "A Family Friendly policy that helps you balance your work and family responsibilities"}, {"li": "Access to savings at High Street brands, travel, and supermarkets"}, {"li": "£20 contribution to a monthly gym membership – subject to T&Cs"}, {"li": "Health and wellbeing plan- cashback for dentist, opticians, physio, and more"}, {"li": "Access to voluntary benefits, including health assessments, private medical insurance, and dental insurance"}, {"li": "Employee Volunteering - volunteer in the community for one day each year"}, {"li": "Unlimited access to Refer a Friend £500 bonus scheme"}, {"li": "Life Assurance cover of 4 x salary"}, {"li": "Employee discounts of 15% on a range of NFU Mutual insurance policies."}], "h3": "Working at NFU Mutual", "p": "We are one of the UK's leading general insurance and financial services companies. We pride ourselves on being "a great place to work" and have been recognized as one of only 60 companies across the globe to receive a Gallup Exceptional Workplace 2024 award, and one of only 2 companies to receive the award for the ninth consecutive year. We offer a supportive culture where we empower and inspire our people to perform, offer them opportunities to grow, and recognize and reward their contribution.", "p": "We are committed to providing a supportive and inclusive work environment that allows our people to thrive. We believe in the importance of work-life balance and offer a range of benefits to support our people in achieving this.", "p": "If you are a motivated and experienced Financial Advisor looking for a new challenge, we would love to hear from you. Please submit your application, including your CV and a cover letter, to [insert contact information]."}
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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Prydis Full timeJoin Our Team as a Financial PlannerAbout PrydisPrydis is an established firm of Chartered Financial Planners, dedicated to delivering high-quality, independent, and personalized financial planning services. We are seeking a skilled Financial Planner to join our team and contribute to our mission of providing exceptional financial guidance to our clients.Job...
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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Prydis Full timeJoin Our Team as a Financial PlannerAbout PrydisPrydis is an established firm of Chartered Financial Planners, dedicated to delivering high-quality, independent, and personalized financial planning services. We are seeking a skilled Financial Planner to join our team and contribute to our mission of providing exceptional financial guidance to our clients.Job...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Prydis Full timeJoin Our Team as a Financial PlannerWe are seeking a highly skilled and experienced Financial Planner to join our team at Prydis. As a Financial Planner, you will be responsible for delivering high-quality, independent, and personalized financial planning services to our clients.About the RoleThis is an exciting opportunity for a motivated and ambitious...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Prydis Full timeJoin Our Team as a Financial PlannerWe are seeking a highly skilled and experienced Financial Planner to join our team at Prydis. As a Financial Planner, you will be responsible for delivering high-quality, independent, and personalized financial planning services to our clients.About the RoleThis is an exciting opportunity for a motivated and ambitious...
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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide sound financial advice to clients, helping them achieve their financial goals with clarity and trust.Key Responsibilities:Evaluate clients' financial documents and provide personalized financial...
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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide sound financial advice to clients, helping them achieve their financial goals with clarity and trust.Key Responsibilities:Evaluate clients' financial documents and provide personalized financial...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide sound financial advice to clients, helping them achieve their financial goals with clarity and trust.Key Responsibilities:Evaluate clients' financial documents and provide personalized financial...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide sound financial advice to clients, helping them achieve their financial goals with clarity and trust.Key Responsibilities:Evaluate clients' financial documents and provide personalized financial...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals with clarity and trust.Key Responsibilities:Evaluate clients' financial documents and provide tailored financial advice.Offer...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom AMG Search Full timeFinancial Planner OpportunityAMG Search is currently seeking a skilled Financial Planner to join their team of professionals. As a Financial Planner, you will provide expert financial planning advice to a quality client bank, allocated to you for development and growth.Key Responsibilities:Deliver high-quality financial planning services to clients,...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom AMG Search Full timeFinancial Planner OpportunityAMG Search is currently seeking a skilled Financial Planner to join their team of professionals. As a Financial Planner, you will provide expert financial planning advice to a quality client bank, allocated to you for development and growth.Key Responsibilities:Deliver high-quality financial planning services to clients,...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Dawn Consulting (Sw) Limited Full timeJob Title: Financial PlannerAbout the Role:We are seeking a highly skilled and experienced Financial Planner to join our team at Dawn Consulting (Sw) Limited. As a Financial Planner, you will be responsible for providing expert advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.Key...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom AMG Search Full timeFinancial Planner OpportunityAMG Search is currently seeking a skilled Financial Planner to join their team of experienced professionals. As a Financial Planner, you will be responsible for providing high-quality financial planning advice to a portfolio of clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom AMG Search Full timeFinancial Planner OpportunityAMG Search is currently seeking a skilled Financial Planner to join their team of experienced professionals. As a Financial Planner, you will be responsible for providing high-quality financial planning advice to a portfolio of clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Prydis Full timePrydis: A Leading Firm of Chartered Financial PlannersJob Title: Financial AdvisorLocation: Exeter - A home-based role with access to office support.About the Role: We are seeking a highly skilled and experienced Financial Advisor to join our team. As a key member of our team, you will be responsible for delivering high-quality, independent financial...
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Financial Planning Specialist
1 month ago
Exeter, Devon, United Kingdom CV Elite Limited Full timeFinancial Planner Job DescriptionWe are seeking a highly skilled Financial Planner to join our team at CV Elite Limited. As a Financial Planner, you will be responsible for providing expert advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.Key Responsibilities:Client Advisory: Provide expert advice...
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Financial Planning Specialist
1 month ago
Exeter, Devon, United Kingdom CV Elite Limited Full timeFinancial Planner Job DescriptionWe are seeking a highly skilled Financial Planner to join our team at CV Elite Limited. As a Financial Planner, you will be responsible for providing expert advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.Key Responsibilities:Client Advisory: Provide expert advice...
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Financial Planning Specialist
4 weeks ago
Exeter, Devon, United Kingdom https:www.energyjobline.comsitemap Full timeFinancial Planner Job DescriptionWe are seeking a highly skilled and experienced Financial Planner to join our team at Yellowtail, a leading Financial Planning firm based in Exeter. The successful candidate will have a strong background in financial planning, including tax-efficient investment planning, pensions and retirement planning, protection and estate...
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Financial Planning Specialist
4 weeks ago
Exeter, Devon, United Kingdom https:www.energyjobline.comsitemap Full timeFinancial Planner Job DescriptionWe are seeking a highly skilled and experienced Financial Planner to join our team at Yellowtail, a leading Financial Planning firm based in Exeter. The successful candidate will have a strong background in financial planning, including tax-efficient investment planning, pensions and retirement planning, protection and estate...
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Financial Planning Specialist
1 month ago
Exeter, Devon, United Kingdom CV Library Full timeFinancial Planner Job DescriptionAbout the Role: We are seeking a highly skilled Financial Planner to join our team at Yellowtail, a leading financial planning firm based in Exeter. The successful candidate will have a strong background in financial planning, including tax-efficient investment planning, pensions, and retirement planning.Key...
