Experienced Financial Consultant
1 month ago
We are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will have the freedom to work independently while benefiting from our comprehensive support and resources.
Key Responsibilities:- Conduct thorough financial assessments for clients to understand their goals and risk tolerance.
- Develop tailored financial plans that address clients' needs and objectives.
- Recommend suitable investment options and monitor portfolios to ensure optimal performance.
- Assist clients with retirement planning, including estimating income needs and optimizing savings.
- Provide tax-efficient strategies to minimize liabilities and maximize wealth.
- Help clients create estate plans and minimize estate taxes.
- Educate clients on financial concepts and investment strategies to empower informed decision-making.
- Ensure compliance with relevant financial regulations and ethical standards.
- Access to our servers and IT support to ensure seamless operations.
- A comprehensive suite of tools and resources, including Fact Finds, Template Suitability Report Letters, Document storage and management, Mortgage and Protection Research tools, and more.
- Support with administration tasks, including data entry, client file management, and anti-money laundering compliance.
- Ongoing training and development opportunities to enhance your skills and knowledge.
- A supportive environment that encourages collaboration and professional growth.
As a Financial Adviser with Uniting People, you will have the opportunity to work with a reputable and established company that values expertise and professionalism. If you are a motivated and experienced Financial Adviser looking for a new challenge, we encourage you to apply for this exciting opportunity.
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Experienced Financial Consultant
2 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timeUniting People is seeking a skilled Experienced Financial Consultant to join our team of experts in providing high-quality financial advice to clients. As a self-employed Independent Financial Adviser, you will be responsible for conducting comprehensive financial assessments, developing customized financial plans, and recommending suitable investment...
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Experienced Financial Consultant
2 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timep>Are you a skilled and experienced financial professional looking for a new challenge? Do you have a passion for providing high-quality, holistic financial advice to clients? h3>Uniting People is seeking a self-employed Independent Financial Adviser to join our team of experienced professionals. h3>p>As an Independent Financial Adviser, you will be...
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Experienced Financial Consultant
1 month ago
Barnstaple, Devon, United Kingdom Uniting People Full timeAbout the RoleWe are seeking an experienced Independent Financial Adviser to join our team at Uniting People. As a key member of our team, you will be responsible for providing high-quality financial advice to clients in the Minehead, Taunton, and Barnstaple areas.Key ResponsibilitiesConduct comprehensive financial assessments for clients to understand their...
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Experienced Financial Consultant
1 month ago
Barnstaple, Devon, United Kingdom Uniting People Full timeAbout the RoleWe are seeking an experienced Independent Financial Adviser to join our team at Uniting People. As a key member of our team, you will be responsible for providing high-quality financial advice to clients in the Minehead, Taunton, and Barnstaple areas.Key ResponsibilitiesConduct comprehensive financial assessments for clients to understand their...
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Experienced Financial Consultant
3 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityUniting People is seeking a skilled and self-motivated Financial Adviser to join our team. As an Independent Financial Adviser, you will be responsible for providing high-quality financial advice and estate planning services to our clients.Key Responsibilities:Conduct comprehensive financial assessments for clients to understand...
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Experienced Financial Consultant
3 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityUniting People is seeking a skilled and self-motivated Financial Adviser to join our team. As an Independent Financial Adviser, you will be responsible for providing high-quality financial advice and estate planning services to our clients.Key Responsibilities:Conduct comprehensive financial assessments for clients to understand...
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Experienced Financial Consultant
1 month ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityWe are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will be responsible for providing high-quality financial advice and estate planning services to our clients.Key Responsibilities:Conduct comprehensive financial assessments for clients to...
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Experienced Financial Consultant
1 month ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityWe are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will be responsible for providing high-quality financial advice and estate planning services to our clients.Key Responsibilities:Conduct comprehensive financial assessments for clients to...
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Experienced Financial Consultant
4 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityWe are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will have the freedom to work independently while still benefiting from our comprehensive support and resources.Key Responsibilities:Conduct thorough financial assessments for clients to...
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Experienced Financial Consultant
4 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityWe are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will have the freedom to work independently while still benefiting from our comprehensive support and resources.Key Responsibilities:Conduct thorough financial assessments for clients to...
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Experienced Financial Consultant
3 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityWe are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will have the autonomy to work independently while benefiting from our comprehensive support and resources.Key Responsibilities:Conduct thorough financial assessments for clients to understand...
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Experienced Financial Consultant
3 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityWe are seeking a skilled and experienced Financial Adviser to join our team at Uniting People. As a self-employed Financial Adviser, you will have the autonomy to work independently while benefiting from our comprehensive support and resources.Key Responsibilities:Conduct thorough financial assessments for clients to understand...
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Experienced Financial Consultant
3 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityUniting People is seeking a skilled and self-motivated Financial Adviser to join our team. As an Independent Financial Adviser, you will be responsible for providing high-quality financial advice and estate planning to clients.Key Responsibilities:Conduct comprehensive financial assessments for clients to understand their...
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Experienced Financial Consultant
3 weeks ago
Barnstaple, Devon, United Kingdom Uniting People Full timeFinancial Adviser OpportunityUniting People is seeking a skilled and self-motivated Financial Adviser to join our team. As an Independent Financial Adviser, you will be responsible for providing high-quality financial advice and estate planning to clients.Key Responsibilities:Conduct comprehensive financial assessments for clients to understand their...
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Senior Financial Consultant
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and building a portfolio of clients through proactive activities.Key Responsibilities:Deliver financial planning advice to clients through a...
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Senior Financial Consultant
2 months ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeUnique Opportunity for a Financial AdvisorWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.About the RoleThis is a unique opportunity to join a highly...
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Financial Services Professional
1 month ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeAre you a seasoned Financial Advisor looking for a new challenge? Premier Jobs UK Limited is seeking an experienced professional to join their team as a Home-Based Financial Consultant. This is a unique opportunity to work with a highly respected IFA firm that is continually improving their client proposition and features in the industry press for their...
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Financial Services Professional
1 month ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeAre you a seasoned Financial Advisor looking for a new challenge? Premier Jobs UK Limited is seeking an experienced professional to join their team as a Home-Based Financial Consultant. This is a unique opportunity to work with a highly respected IFA firm that is continually improving their client proposition and features in the industry press for their...
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Senior Financial Consultant
6 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeUnique Opportunity for Experienced Financial AdvisorsWe are seeking a skilled Financial Advisor to join our team at Premier Jobs UK Limited.As a Financial Advisor, you will be responsible for providing high-quality financial services to our clients.The role offers a unique opportunity to work from home with a established client base and quality leads...
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Senior Financial Consultant
7 days ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityAre you a skilled Financial Advisor seeking a stable employed position, working from home with a provided client base?This is a unique chance to join a respected IFA firm that consistently improves its client proposition and receives industry recognition for its success.The business typically offers an existing client bank, allowing you to...
