Financial Planning Specialist
5 days ago
Financial Planning Specialist
**About the Role**
We are seeking a highly skilled Financial Planning Specialist to join our team at Consult2Recruit. As a Financial Planning Specialist, you will be responsible for providing expert advice on pension, investments, protection, and tax planning to our clients.
**Key Responsibilities**
* Manage and prioritize your workload on a daily basis to ensure timely delivery of high-quality advice
* Provide ownership of the advice process from start to finish, ensuring a professional client journey
* Liaise with our paraplanning team to ensure seamless delivery of advice
* Actively drive new business while managing existing client relationships
* Stay up-to-date with industry changes, trends, and new products to provide the best possible advice to our clients
**What We Offer**
* A self-employed position with the opportunity to earn between 40% and 80% of profit generated
* Provision of leads and comprehensive training in all areas of financial planning
* A professional and supportive office environment with free parking and company pension
**Requirements**
* Minimum level 4 DipFA Qualified and 2 years of financial planning experience
* Ability to work in the Barnstaple office
* Proven ability to manage and prioritize workload, provide expert advice, and drive new business
**How to Apply**
If you are a motivated and experienced Financial Planning Specialist looking for a new challenge, please send your CV to us.
-
Financial Planning Specialist
2 weeks ago
Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeFinancial Planning Specialist - AFH Wealth Management At AFH Wealth Management, we're seeking a skilled Financial Planning Specialist to join our team. As a self-employed or employed advisor, you'll be part of a progressive and client-focused, financial planning-led wealth management firm. In this role, you'll work closely with clients to understand their...
-
Financial Planning Specialist
2 weeks ago
Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeFinancial Planning Specialist - AFH Wealth Management At AFH Wealth Management, we're seeking a skilled Financial Planning Specialist to join our team. As a self-employed or employed advisor, you'll be part of a progressive and client-focused, financial planning-led wealth management firm. In this role, you'll work closely with clients to understand their...
-
Financial Planning Specialist
2 weeks ago
Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeAbout the RoleAs a Financial Planning Specialist at AFH Wealth Management, you will play a key role in helping our clients achieve their financial goals. We are seeking a highly skilled and motivated individual to join our team of experienced financial planners.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with...
-
Financial Planning Specialist
2 days ago
Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our team, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive financial plans that meet the unique needs...
-
Financial Planning Specialist
2 days ago
Barnstaple, Devon, United Kingdom AFH Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our team, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and implement comprehensive financial plans that meet the unique needs...
-
Financial Planning Specialist
3 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Devon. As a Financial Advisor, you will inherit an existing client bank and focus on delivering high-quality financial planning services.About the RoleAs a Financial Advisor, you will be responsible for:Providing financial planning services to clients in the Devon...
-
Financial Planning Specialist
3 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Devon. As a Financial Advisor, you will inherit an existing client bank and focus on delivering high-quality financial planning services.About the RoleAs a Financial Advisor, you will be responsible for:Providing financial planning services to clients in the Devon...
-
Financial Planning Specialist
3 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Devon. As a Financial Advisor, you will inherit an existing client bank and focus on delivering high-quality financial planning services.About the RoleThis employed Financial Advisor position offers a strong foundation for growth and motivation. You will work with a...
-
Financial Planning Specialist
3 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team in Devon. As a Financial Advisor, you will inherit an existing client bank and focus on delivering high-quality financial planning services.About the RoleThis employed Financial Advisor position offers a strong foundation for growth and motivation. You will work with a...
-
Financial Planning Specialist
5 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor Job Description **Job Summary:** As a Financial Advisor with Premier Jobs UK Limited, you will be responsible for inheriting an existing client bank across the Devon area. Your primary focus will be on maintaining and growing the client base through exceptional financial planning and servicing. **Key Responsibilities:** * Provide...
-
Financial Planning Specialist
5 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor Job Description **Job Summary:** As a Financial Advisor with Premier Jobs UK Limited, you will be responsible for inheriting an existing client bank across the Devon area. Your primary focus will be on maintaining and growing the client base through exceptional financial planning and servicing. **Key Responsibilities:** * Provide...
-
Financial Planning Specialist
7 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial Planning Job Overview **Job Summary:** As a Financial Advisor with Premier Jobs UK Limited, you will inherit an existing client bank across the Devon area. Your primary focus will be on achieving a high retention of clients through ongoing financial planning services. **Key Responsibilities:** * Take over the existing client bank and provide...
-
Financial Planning Specialist
7 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeFinancial Planning Job Overview **Job Summary:** As a Financial Advisor with Premier Jobs UK Limited, you will inherit an existing client bank across the Devon area. Your primary focus will be on achieving a high retention of clients through ongoing financial planning services. **Key Responsibilities:** * Take over the existing client bank and provide...
-
Financial Planning Specialist
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time{"Financial Advisor Role": "Join a dynamic and forward-thinking IFA firm as a Financial Advisor, where you will have the opportunity to build a successful career in financial planning.As a Financial Advisor, you will be responsible for delivering high-quality client service and providing expert financial planning advice to clients across the Devon area.The...
-
Financial Planning Specialist
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full time{"Financial Advisor Role": "Join a dynamic and forward-thinking IFA firm as a Financial Advisor, where you will have the opportunity to build a successful career in financial planning.As a Financial Advisor, you will be responsible for delivering high-quality client service and providing expert financial planning advice to clients across the Devon area.The...
-
Financial Planning Specialist
2 days ago
Barnstaple, Devon, United Kingdom Consult2Recruit Ltd Full timeFinance Advisor OpportunityA prestigious Financial Advisory Firm based in North Devon is seeking an experienced Finance Advisor to provide independent advice across the market, including Retirement, Investment, Tax and Protection planning as well as Estate planning.The successful applicant will receive comprehensive training in all areas of financial...
-
Financial Planning Specialist
2 days ago
Barnstaple, Devon, United Kingdom Consult2Recruit Ltd Full timeFinance Advisor OpportunityA prestigious Financial Advisory Firm based in North Devon is seeking an experienced Finance Advisor to provide independent advice across the market, including Retirement, Investment, Tax and Protection planning as well as Estate planning.The successful applicant will receive comprehensive training in all areas of financial...
-
Financial Reporting Specialist
3 days ago
Barnstaple, Devon, United Kingdom TQR Full timeJob OverviewTQR is seeking a skilled Financial Reporting Specialist to support their accounting team. The ideal candidate will have an AAT qualification or relevant experience in financial statement preparation and tax compliance.Key Responsibilities• Prepare accurate and timely financial statements for various business structures.• Manage tax...
-
Financial Reporting Specialist
3 days ago
Barnstaple, Devon, United Kingdom TQR Full timeJob OverviewTQR is seeking a skilled Financial Reporting Specialist to support their accounting team. The ideal candidate will have an AAT qualification or relevant experience in financial statement preparation and tax compliance.Key Responsibilities• Prepare accurate and timely financial statements for various business structures.• Manage tax...
-
Financial Reporting Specialist
2 weeks ago
Barnstaple, Devon, United Kingdom TQR Full timeJob DescriptionTQR, a leading accounting firm, is seeking a highly motivated and experienced Financial Reporting Specialist to join their growing team on a permanent basis. The successful candidate will have an AAT qualification or relevant experience to excel in this role.Key ResponsibilitiesPrepare accurate and timely financial statements for various...