Senior Financial Services Professional

3 days ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Full time

Company Overview

">

Premier Jobs UK is a leading recruitment agency specialising in financial services. We have an exciting opportunity for a qualified Financial Advisor to join our client's team, based from home with quality leads and existing clients provided.

">

Job Description

">

This unique role involves working as a self-employed Financial Advisor, providing expert advice to clients on their financial goals and objectives. You will work closely with the company's marketing initiatives to convert business opportunities into new clients and grow your portfolio through proactive activities such as referrals, networking, and social media.

">

Required Skills and Qualifications

">

To succeed in this role, you should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice. Our client is happy to consider individuals relatively early in their advising career through to highly experienced. You should also have a proven track record in converting business opportunities and be close to Chartered status.

">

Benefits

">

This exciting opportunity offers a salary of £50,000 - £75,000 subject to experience and qualifications, plus holiday pay, phone, laptop, and bonus structure to enable excellent OTE. As a home-based role, you will have the flexibility to work from home while also having access to regional offices and travel opportunities to meet clients in person.

">

Location

">

The role is based in Barnstaple, with some travel required to meet clients and use of the company's regional offices.



  • Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Cathedral Appointments | South West Recruitment is seeking a highly skilled Financial Services Professional to join their team in Barnstaple. This exciting opportunity offers the chance to work with a leading wealth management firm and grow your career as an Independent Financial Advisor.The ideal candidate will have a minimum of £60k per year fee income...


  • Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time

    Financial Advisory RoleWe are seeking a seasoned Financial Advisor to join our esteemed firm, working from home near Barnstaple. With high-quality leads and existing clients, you will have the opportunity to excel in delivering exceptional service.This is an ideal chance to collaborate with a highly respected IFA firm that consistently enhances its client...


  • Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Career Opportunity for Independent Financial AdvisorCathedral Appointments | South West Recruitment is seeking a highly skilled Independent Financial Advisor to join our team.The successful candidate will be responsible for assisting clients in understanding and managing their financial goals by providing personalised advice and creating strategic financial...


  • Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time

    Unique Home-Based Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team on a home-based basis, providing high-quality advice and services to existing clients. As a Financial Advisor with Premier Jobs UK Limited, you will have the opportunity to work from home while enjoying the benefits of being part of a highly...


  • Barnstaple, Devon, United Kingdom Clark Wood Full time

    Company Overview:Clark Wood is a prominent regional firm of Chartered Accountants providing financial services to clients in the Barnstaple area.The company offers flexible working hours with hybrid working options available.


  • Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Are you a highly motivated professional looking for a new challenge in financial services? As a Senior Financial Consultant with Cathedral Appointments, you will have the opportunity to work with clients in the South West, providing expert advice on wealth management and helping them achieve their financial goals.Key Responsibilities:Achieve fee income...


  • Barnstaple, Devon, United Kingdom Trial Balance Full time

    Company Overview: Trial Balance is a forward-thinking firm that values innovation, teamwork, and client satisfaction.">Job Description: We are seeking an experienced Senior or Client Manager to lead a diverse portfolio of clients, providing expert advice on statutory accounts preparation, personal and corporate tax compliance, bookkeeping, VAT, management...


  • Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time £50,000 - £75,000

    Premier Jobs UK Limited is a well-established IFA firm that offers a range of career opportunities for experienced **Financial Advisors**. We are currently seeking a Senior Advisor to join our team and work closely with our clients to deliver high-quality financial advice.In this role, you will be responsible for understanding your clients' current and...


  • Barnstaple, Devon, United Kingdom RHL Full time

    RHL is seeking a highly experienced Senior Accounts Professional to lead their client services team. This individual will be responsible for supervising team members, managing office workflow, and developing and mentoring junior staff.With at least 5 years of experience in team management and a proven track record in an Account Manager role, the successful...


  • Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Cathedral Appointments is proud to offer a range of job opportunities in financial services. As a Financial Services Specialist, you will have the chance to work with clients in the South West, providing expert advice on wealth management and helping them achieve their financial goals.Job Description:Provide expert advice on wealth management to clients in...


  • Barnstaple, Devon, United Kingdom Royal Devon University Healthcare NHS Foundation Trust Full time

    The Royal Devon University Healthcare NHS Foundation Trust is seeking an exceptional Senior Hospital Pharmacist to join its pharmacy team. In this role, you will contribute to delivering high-quality clinical pharmacy services across various specialties, working closely with healthcare professionals to provide excellent patient care.Your responsibilities...


  • Barnstaple, Devon, United Kingdom Clark Wood Full time

    Job Overview:Clark Wood is seeking an experienced Accounting Professional to join our team as an ACCA Accounts Manager. This role involves managing client relationships, overseeing junior staff, and providing technical support and guidance.Key Responsibilities:The successful candidate will be responsible for:Managing client relationships and delivering...


  • Barnstaple, Devon, United Kingdom Trial Balance Full time

    Job Description: As a Senior Accounting Professional at Trial Balance, you will be responsible for managing client relationships, providing expert advice on financial matters, and ensuring compliance with regulatory requirements. Your expertise will encompass statutory accounts preparation, personal and corporate tax compliance, bookkeeping, VAT and...


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

    **Company Overview**Micheal Page (UK) is a leading provider of professional services, specializing in accounting and finance.We are seeking an ambitious graduate to join our team as a Tax and Audit Graduate.The successful candidate will be responsible for assisting with tax compliance and wider services, as well as developing skills in audit for the firm's...


  • Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time

    Job OverviewWe are seeking an experienced Financial Advisor to join our team as a home-based employee, providing quality leads and existing clients.This opportunity allows you to work with a highly respected IFA firm that is continually improving its client proposition and receiving industry recognition for its success.Our business typically provides its...


  • Barnstaple, Devon, United Kingdom Calvert Exmoor Full time

    About Calvert Exmoor:Calvert Exmoor is a registered charity providing stimulating breaks and activities for children, adults, families, and groups with disabilities. Our mission is to create an inclusive environment that empowers individuals with disabilities to reach their full potential.Job Description:We are seeking a highly skilled Devon Senior Finance...


  • Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Key RoleAs a Financial Services Director at Cathedral Appointments | South West Recruitment, you will be responsible for achieving fee income targets while providing personalized advice and creating strategic financial plans.You will develop new business through networking with clients, introducers, and professionals, delivering timely and compliant advice...


  • Barnstaple, Devon, United Kingdom Premier Jobs UK Full time

    Elevate your career as a senior financial advisor with our esteemed organization in Barnstaple. This is a compelling opportunity for experienced professionals to join our team on a full-time employed basis, working from home with high-quality leads and existing clients provided.About the OpportunityWe are a reputable IFA firm dedicated to enhancing our...


  • Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Cathedral Appointments is seeking a Strategic Financial Planning Professional to join our team. As an Independent Financial Advisor, you will provide expert advice and guidance to clients, helping them to achieve their long-term financial goals.This is an excellent opportunity to join a dynamic and growing firm and contribute to the success of our clients....


  • Barnstaple, Devon, United Kingdom Clark Wood Full time

    We are recruiting an experienced Accounts Technician / Accounts Semi Senior to join our team at Clark Wood. As a member of our dynamic Accounts department, you will be responsible for preparing financial statements, compiling tax computations, and delivering bookkeeping and management accounting services.Job Description:Prepare financial statements for...