Current jobs related to Financial Services Professional - Newton Abbot, Devon - Reed

  • Financial Professional

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Unlock Your Career PotentialAre you a motivated and ambitious professional looking to take your career to the next level? Do you want to work for a reputable firm that offers a wide range of services and opportunities for growth?We are seeking a skilled and experienced Financial Professional to join our team at Trial Balance. As a key member of our...

  • Financial Professional

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial ProfessionalWe are seeking a highly skilled Financial Professional to join our team at Trial Balance. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Prepare and review statutory accountsManage tax compliance and...

  • Financial Professional

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial ProfessionalWe are seeking a highly skilled Financial Professional to join our team at Trial Balance. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Prepare and review statutory accountsManage tax compliance and...

  • Financial Professional

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial ProfessionalWe are seeking a highly skilled Financial Professional to join our team at Trial Balance. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Prepare and review financial statements, including balance sheets and income...

  • Financial Professional

    3 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial ProfessionalWe are seeking a highly skilled Financial Professional to join our team at Trial Balance. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Prepare and review financial statements, including balance sheets and income...

  • Financial Professional

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial ProfessionalWe are seeking a highly skilled Financial Professional to join our team at Trial Balance. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Prepare and review financial statements, including balance sheets and income...

  • Financial Professional

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial ProfessionalWe are seeking a highly skilled Financial Professional to join our team at Trial Balance. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Prepare and review financial statements, including balance sheets and income...

  • Financial Professional

    1 month ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial ProfessionalWe are seeking a highly skilled Financial Professional to join our team at Trial Balance. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Prepare and review statutory accountsManage tax compliance and...

  • Financial Professional

    1 month ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Join Our Team as a Financial ProfessionalWe are seeking a highly skilled Financial Professional to join our team at Trial Balance. As a key member of our accounting team, you will be responsible for providing expert financial guidance and support to our clients.Key Responsibilities:Prepare and review statutory accountsManage tax compliance and...

  • Financial Professional

    2 weeks ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    Are you looking to advance your career in a supportive environment with opportunities for rapid growth? We are seeking a skilled Financial Professional to join our team at Trial Balance. As an Accounting Specialist, you will be responsible for preparing statutory accounts, managing VAT, and providing financial insights to non-financial staff. Your strong...

  • Senior Financial Professional

    2 days ago

    Newton Abbot, Devon, United Kingdom Trial Balance Full time

    You are invited to take on a challenging role as a Senior Financial Professional at Trial Balance. In this position, you will be responsible for delivering high-quality statutory accounts preparations, tax compliance and planning, VAT management, management accounting, and bookkeeping services.Key Responsibilities:Statutory accounts preparationTax compliance...

  • Financial Planning Assistant

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key Responsibilities:Process information post-meeting to ensure seamless support to our financial planners.Write...

  • Financial Planning Assistant

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in supporting our financial planners in providing exceptional client service.Key Responsibilities:Process information post-meeting to ensure seamless support to our financial planners.Write...

  • Financial Services Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Oval Recruit Full time

    Paraplanner / Senior Technical SupportWe are seeking an experienced Paraplanner or a skilled technical report writer to join our team at Oval Recruit. The ideal candidate will have a strong understanding of financial services products and technologies, as well as excellent research and analytical skills.Key Responsibilities:Interpret client meeting notes to...

  • Financial Services Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Oval Recruit Full time

    Paraplanner / Senior Technical SupportWe are seeking an experienced Paraplanner or a skilled technical report writer to join our team at Oval Recruit. The ideal candidate will have a strong understanding of financial services products and technologies, as well as excellent research and analytical skills.Key Responsibilities:Interpret client meeting notes to...

  • Financial Services Administrator

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Reed Full time

    Administrative Support for Financial AdvisorsReed Financial Services is pleased to represent a Chartered Financial Planner firm based in Newton Abbott. Due to growth and demand, they seek an additional IFA Support Administrator to join their team.Main Responsibilities:Provide general administrative support to financial advisors and directors.Prepare...

  • Financial Services Administrator

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Reed Full time

    Administrative Support for Financial AdvisorsReed Financial Services is pleased to represent a Chartered Financial Planner firm based in Newton Abbott. Due to growth and demand, they seek an additional IFA Support Administrator to join their team.Main Responsibilities:Provide general administrative support to financial advisors and directors.Prepare...

  • Financial Services Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Oval Recruit Full time

    Paraplanner / Senior Technical SupportWe are seeking an experienced Paraplanner or a skilled technical report writer to join our team at Oval Recruit. The ideal candidate will have a strong understanding of financial services products and technologies, as well as excellent research and analytical skills.Key Responsibilities:Interpret client information and...

  • Financial Services Specialist

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Oval Recruit Full time

    Paraplanner / Senior Technical SupportWe are seeking an experienced Paraplanner or a skilled technical report writer to join our team at Oval Recruit. The ideal candidate will have a strong understanding of financial services products and technologies, as well as excellent research and analytical skills.Key Responsibilities:Interpret client information and...

  • Financial Services Assistant

    4 weeks ago

    Newton Abbot, Devon, United Kingdom Avocet Legal Careers & Avocet Commercial Careers Full time

    Exciting Opportunity for a Finance ApprenticeDani from Avocet Commercial Careers is delighted to present a fantastic opportunity for a Finance Apprentice to join a well-established organisation in Devon.This role is ideal for recent school leavers, college students, or graduates who can commute to Ashburton.About the RoleOur client is a respected...

Financial Services Professional

2 months ago

Newton Abbot, Devon, United Kingdom Reed Full time
Paraplanner Role at Reed Financial Services

We are seeking an experienced Paraplanner to join our team at Reed Financial Services, a well-regarded IFA with offices in the southwest. As a Paraplanner, you will play a crucial role in supporting our advisers in delivering exceptional client service.

Key Responsibilities
  • Receive instructions from advisers following client meetings and interpret data obtained during these meetings.
  • Analyse data and use research tools to provide solutions that meet client needs and objectives.
  • Provide records to support research undertaken and liaise with the Head of Technical/Compliance when guidance is required.
  • Consolidate client needs and objectives, along with recommendations and course of action, in a written format via a suitability letter, client-specific illustration, and key features document.
  • Load cases onto relevant platforms in a suitable manner and fully debrief the administrator and consultant.
  • Carry out tasks in a manner consistent with compliance procedures and company processes.
  • Ensure all client files are compliant on an ongoing basis and refer significant risk issues to the Head of Compliance where appropriate.
  • Make a constructive contribution to the team's continuing development and business growth.
Requirements
  • Paraplanner experience plus a Level 4 Diploma in Financial Services and working towards a Level 6 Advanced Diploma.
  • Demonstrate practical awareness and up-to-date knowledge of retail financial products and current regulatory expectations.
  • Analytical skills with a keen attention to detail, excellent organisational and time management skills, and the ability to work under pressure and prioritise.
  • Deliver effective and positive communication and demonstrate competent use of IT.
What We Offer
  • Salary: £35-45k depending on experience and qualifications.
  • 3% pension contribution.
  • 2 x death in service.
  • 25 days holiday plus bank holidays.
  • Professional exam support.