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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Dawn Consulting (Sw) Limited Full timeFinancial Planner Role Overview:We are seeking a skilled Financial Planner to join our team at Dawn Consulting (Sw) Limited. As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive financial...
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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Dawn Consulting (Sw) Limited Full timeFinancial Planner Role Overview:We are seeking a skilled Financial Planner to join our team at Dawn Consulting (Sw) Limited. As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive financial...
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Financial Planner
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Exeter, Devon, United Kingdom CV Elite Ltd Full timeJob Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at CV Elite Ltd. As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and secure their financial futures.About the Role:The successful candidate will have a strong...
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Financial Planner
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Exeter, Devon, United Kingdom CV Elite Ltd Full timeJob Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at CV Elite Ltd. As a Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and secure their financial futures.About the Role:The successful candidate will have a strong...
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Financial Planner
3 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...
Experienced Financial Planner
2 months ago
Job Opportunity: We are working with a successful, fully independent financial planning organization to recruit an experienced financial adviser.
About the Company: Our client is an established business with a fantastic reputation, providing holistic financial solutions to clients across various regions.
Job Summary: The company is seeking a financial adviser to join their team to take over a substantial book of clients. The managing director has an extensive client portfolio and is looking to hand off a large amount of these clients to focus on growing the business.
Key Responsibilities:
- Provide holistic financial advice tailored to the unique needs and goals of each client.
- Minimum of 2 years' experience as a financial adviser, preferably in an independent capacity.
- Demonstrated track record of success in building and managing client relationships.
- Strong knowledge of financial products, investment strategies, and retirement planning.
What We Offer:
- A dynamic and supportive work environment with opportunities for professional growth and development.
- Basic salary circa £50,000 (although this can be flexible for the right individual) + performance-based bonuses.
About the Role: This is an excellent opportunity for an experienced financial adviser to join a successful organization and take on a significant client portfolio.
