Independent Investment Advisor
1 day ago
We are seeking a skilled Wealth Management Specialist to join our team as an Independent Financial Adviser. This role involves providing expert financial planning services to individuals and businesses, with a focus on building strong relationships and delivering exceptional client service.
Key Responsibilities- Formulate easy-to-understand financial strategies to guide clients towards financial independence.
- Review and respond to clients' changing needs and financial circumstances, keeping introducers and clients informed about new products and regulatory changes.
- Acquire and develop new business from new/existing clients and professional introducers, through personal business planning, referrals, and company lead generation programmes.
- Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analysing information, conducting research, and preparing financial planning reports.
- Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status.
- Experience in developing and implementing effective business development strategies, with a focus on attracting new clients and growing existing relationships.
- Excellent communication and interpersonal skills, with the ability to work independently and as part of a team.
The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience. Our firm offers a range of benefits, including home-based working, access to office locations, and ongoing learning and development opportunities.
-
Area Sales Advisor
2 weeks ago
Plymouth, Plymouth, United Kingdom Sales Business Recruitment Full timeA Career in Home ImprovementWe are currently seeking skilled Sales Representatives to join our team as Area Sales Advisors. In this role, you will be responsible for visiting customers at home, understanding their needs, and providing expert advice on home improvement products.With over 40 years of experience in the industry, our business has established...
-
Customer Experience Advisor
3 months ago
Plymouth, Plymouth, United Kingdom beBee Professionals Full time £22,000 - £28,000Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to join our team at beBee Professionals in Plymouth, United Kingdom.Key Responsibilities:Provide exceptional customer service through various communication channels, including phone, email, and chat.Respond to customer inquiries and resolve issues in a timely and...
-
Care and Housing Advisor
2 weeks ago
Plymouth, Plymouth, United Kingdom Sanctuary Group Full timeAbout Us">Sanctuary Supported Living is a leading provider of personalized housing, care, and support services across England. Our mission is to empower individuals to live independently and fulfill their potential.">The Job">We are currently seeking a Care and Housing Advisor to join our team in Plymouth. This role will involve working with clients who have...
-
Full-Time OH Advisor
3 weeks ago
Plymouth, Plymouth, United Kingdom gel Resourcing Ltd Full timePlymouth-based Gel Resourcing Ltd is searching for a skilled Occupational Health Advisor to fill a full-time position. As a member of our team, you will be responsible for delivering exceptional service to clients, utilizing an occupational health remit, and producing high-quality reports.About the Ideal CandidateWe are looking for a motivated individual...
-
Army Career Advisor
4 weeks ago
Plymouth, Plymouth, United Kingdom Capita Full timeWe are seeking a highly motivated and organized individual to join our team as an Army Career Advisor. In this role, you will be responsible for supporting candidates throughout their bespoke recruitment journey to join the British Army as a Recruiter in Plymouth.The successful candidate will have excellent communication and interpersonal skills, as well as...
-
UK Customer Service Advisor
2 months ago
Plymouth, Plymouth, United Kingdom beBee Professionals Full time £22,000 - £28,000We are seeking a UK Customer Service Advisor to provide excellent customer service and resolve queries in a timely manner at beBee Professionals.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide accurate product and service information.Resolve customer issues efficiently and escalate when necessary.Process customer orders and...
-
Home Improvement Representative
2 weeks ago
Plymouth, Plymouth, United Kingdom Sales Business Recruitment Full timeSales Opportunity with Unlimited PotentialWe are seeking ambitious Sales Business Development Managers to join our team as Area Sales Advisors. In this exciting role, you will be responsible for visiting customers in your local area, understanding their requirements, and providing expert advice on home improvement products.Our successful business has a long...
-
Sales Consultant
2 weeks ago
Plymouth, Plymouth, United Kingdom Sales Business Recruitment Full timeUnlock Your Earning PotentialAre you looking for a career change that offers flexible hours and high earning potential? Look no further!We are seeking experienced Sales Consultants to join our team of Area Sales Advisors. As a Sales Consultant, you will be responsible for visiting customers in your local area, understanding their requirements, providing...
-
Health and Wellness Advisor
4 weeks ago
Plymouth, Plymouth, United Kingdom Occupational Health Staffing Limited Full timeAbout the Role: Occupational Health Staffing Limited is seeking a skilled Occupational Health Nurse Advisor to join our team in Devonport, Plymouth + Homebased. As a key member of our team, you will be responsible for delivering high-quality occupational health services to our clients.The successful candidate will have a strong background in occupational...
-
Part-time Customer Support Specialist
3 weeks ago
Plymouth, Plymouth, United Kingdom Furniture World Limited Full timeFurniture World Customer Service Advisor Role OverviewWe are currently seeking a skilled and detail-oriented customer service advisor to join our team at Furniture World Limited. As a customer service advisor, you will play a vital role in ensuring that our customers receive exceptional service and support.Your primary responsibilities will include...
-
Nurse Consultant
2 months ago
Plymouth, Plymouth, United Kingdom CHASE Full timeNurse Advisor OpportunityCHASE is seeking a highly skilled and dedicated Nurse Advisor to join our team in Plymouth.As a Nurse Advisor, you will play a vital role in supporting patients who require enteral feeding, working closely with their carers and local healthcare professionals to ensure the best possible care.Key Responsibilities:Providing expert...
-
Chartered Accountant Apprentice
2 days ago
Plymouth, Plymouth, United Kingdom PKF Francis Clark Full timeAbout PKF Francis ClarkWe are the largest firm of independent chartered accountants and business advisors in South West England. Our culture is flexible and supportive, enabling you to be the best you can be.Ranked among the UK's Best Workplaces for Women, Development, and Wellbeing, we have also been recognised for our outstanding training programmes.
-
Customer Service Representative
3 months ago
Plymouth, Plymouth, United Kingdom beBee Professionals Full time £22,000 - £28,000Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to join our team at beBee Professionals in Plymouth, United Kingdom.Key Responsibilities:Provide exceptional customer service through various communication channels, including phone, email, and chat.Respond to customer inquiries and resolve issues in a timely and...
-
Automotive Service Advisor
1 day ago
Plymouth, Plymouth, United Kingdom CV-Library Full timeIndependent Garage OpportunityWe have an exciting opening for a Receptionist to join our well-established and expanding Independent Garage in Sidmouth. Our client has built an industry-leading reputation for their commitment to customer service, employee development, and creating a great working environment.The ideal candidate will be a customer-focused...
-
Occupational Health Specialist
4 weeks ago
Plymouth, Plymouth, United Kingdom Occupational Health Staffing Limited Full timeJob Overview: We are seeking an experienced Occupational Health Nurse Advisor to join our team in Devonport, Plymouth + Homebased. This is a permanent role working 4-5 days/week. The successful candidate will be responsible for case management, fitness for work assessments, and health surveillance, including audiometry.The ideal candidate will have previous...
-
Sales and Customer Service Associate
1 day ago
Plymouth, Plymouth, United Kingdom Inc Recruitment Ltd Full timeAre you looking for a new career in sales and customer service?Inc Recruitment Ltd is seeking a motivated individual to join their award-winning sales and marketing organisation as a sales advisor and customer service representative.This exciting opportunity offers a competitive salary of £25,000 per annum, depending on experience, plus benefits and...
-
Career Advancement in Chartered Accounting
2 weeks ago
Plymouth, Plymouth, United Kingdom PKF Francis Clark LLP Full timeAre you interested in a career in accounting and business advisory services? We're looking for a talented individual to join our team as a Graduate Trainee Accountant at PKF Francis Clark LLP.About the CompanyWe are a leading firm of independent chartered accountants and business advisors in South West England, with a strong reputation for delivering...
-
Senior Audit Professional
4 days ago
Plymouth, Plymouth, United Kingdom PKF Francis Clark Full timeJob DescriptionWe are seeking a Senior Audit Professional to join our team at PKF Francis Clark. As the largest firm of independent chartered accountants and business advisors in South West England, we offer a supportive culture that enables you to be the best you can be.The successful candidate will work with a diverse client portfolio of commercial...
-
Dining Services Associate
3 weeks ago
Plymouth, Plymouth, United Kingdom Chartwells Full timeAbout UsChartwells is the leading provider of catering and support services to the education sector. We serve millions of nutritious and delicious meals to pupils and students in primary and secondary schools, academies, independent schools, colleges, and universities across the UK. Our mission is to provide exceptional food experiences that delight clients...
-
Senior Associate Construction Advisor
1 day ago
Plymouth, Plymouth, United Kingdom Cathedral Appointments | South West Recruitment Full timeAbout the Role Cathedral Appointments | South West Recruitment is a boutique recruitment agency based in Dorchester. We are currently seeking an experienced Construction Lawyer to join our team and contribute to the growth and success of the firm. The successful candidate will have a strong background in construction law, with experience in handling...