Senior Financial Services Consultant

2 days ago


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

As a Financial Advisor with Premier Jobs UK Limited, you will be working from home with quality leads and existing clients. The role involves understanding clients' current and future goals and designing strategies to match their objectives.

You will serve clients through a mix of in-person, virtual, and regional office meetings. Key requirements include:

  • Level 4 Diploma qualified with CAS status
  • Proven track record in converting business opportunities
  • Demonstrable ability to grow a client portfolio
  • Full back office support with specialist administrators and paraplanners
  • In-house training programmes and support towards Chartered Financial Planner status
  • Competitive salary of £50,000 - £75,000, plus holiday pay, phone, laptop, and bonus structure
  • Home-based role with travel to meet clients and use of regional offices
  • Self-employed option available


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

    Financial 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...


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

    Unique 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...


  • Barnstaple, Devon, United Kingdom Uniting People Full time

    Uniting 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...


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

    Job 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...


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

    Job OpportunitySeeking a highly skilled Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals.The ideal candidate will have a Level 4 Diploma in Financial Advice and CAS status for financial planning...


  • Barnstaple, Devon, United Kingdom Uniting People Full time

    p>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...


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

    Job OpportunityWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited.This is a unique opportunity to work with a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides a high-quality client bank to support your...


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

    Financial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a...


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

    Financial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a...


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

    Financial Advisor OpportunityWe 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 expert financial planning advice to clients, helping them achieve their financial goals.Key Responsibilities:Deliver financial planning advice to clients through a combination of...


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

    Financial Advisor OpportunityWe 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 expert financial planning advice to clients, helping them achieve their financial goals.Key Responsibilities:Deliver financial planning advice to clients through a combination of...

  • Financial Controller

    3 weeks ago


    Barnstaple, Devon, United Kingdom Trial Balance Full time

    Finance Manager - Barnstaple / Hybrid - Circa: £40,000Trial Balance Consulting is seeking an experienced Finance Manager to join their team. The successful candidate will be responsible for the day-to-day financial control of a fast-paced and growing business, supervising and developing one Accounts Assistant.The Finance Manager will work closely with the...

  • Financial Controller

    4 weeks ago


    Barnstaple, Devon, United Kingdom Trial Balance Full time

    Finance Manager OpportunityTrial Balance Consulting is seeking an experienced Finance Manager to join their team in Barnstaple. This is a permanent position with potential for remote work and a salary of circa £40,000.Key ResponsibilitiesPrepare detailed management accounts and financial reports with translatable commentary.Manage and reconcile multiple...

  • Financial Controller

    4 weeks ago


    Barnstaple, Devon, United Kingdom Trial Balance Full time

    Finance Manager OpportunityTrial Balance Consulting is seeking an experienced Finance Manager to join their team in Barnstaple. This is a permanent position with potential for remote work and a salary of circa £40,000.Key ResponsibilitiesPrepare detailed management accounts and financial reports with translatable commentary.Manage and reconcile multiple...


  • Barnstaple, Devon, United Kingdom Uniting People Full time

    Financial 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...


  • Barnstaple, Devon, United Kingdom Uniting People Full time

    Financial 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...


  • Barnstaple, Devon, United Kingdom AFH Wealth Management Full time

    bKey Responsibilities:/bbrbr As a Senior Financial Planner at AFH Wealth Management, you will be responsible for reviewing and responding to clients' changing needs and financial circumstances. You will also be required to keep introducers and clients up to date with new financial products or changes to legislation that may affect their pensions, savings,...


  • Barnstaple, Devon, United Kingdom Uniting People Full time

    Financial 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...


  • Barnstaple, Devon, United Kingdom Uniting People Full time

    Financial 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...


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

    Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team on a permanent basis, working from home with a quality client base and existing leads provided.This is a unique opportunity to join a highly respected IFA firm that is continually improving its client proposition and features in the industry press for its...