Financial Planner
3 weeks ago
Job Title: Financial Advisor
Location: 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 planning to our clients.
Key Responsibilities:
- Develop and maintain professional connections to generate new business opportunities.
- Provide expert financial planning advice to clients, focusing on areas such as retirement planning, Inheritance Tax mitigation, and specialist pension planning.
- Maintain accurate client records on our back-office system, ensuring compliance with regulatory requirements.
- Utilize administrative support via a fair use policy and collaborate with a team of para-planners.
- Demonstrate a strong track record in financial planning, preferably with a bias towards pension planning.
- Possess in-depth knowledge and experience of corporate and personal financial planning.
- Be proficient in using the MS Office suite of products.
What We Offer: A competitive package, including a realistic OTE in excess of £70,000, with uncapped earnings potential.
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Dawn Consulting (Sw) Limited Full timeJob Title: Financial PlannerAbout the Role:We are seeking a highly 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...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Dawn Consulting (Sw) Limited Full timeJob Title: Financial PlannerAbout the Role:We are seeking a highly 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...
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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
1 month ago
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
1 month ago
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
4 weeks ago
Exeter, Devon, United Kingdom Prydis Full timeJoin Our Team as a Financial PlannerAbout PrydisPrydis is an established firm of Chartered Financial Planners, dedicated to delivering high-quality, independent, and personalized financial planning services. We are seeking a skilled Financial Planner to join our team and contribute to our mission of providing exceptional financial guidance to our clients.Job...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Prydis Full timeJoin Our Team as a Financial PlannerAbout PrydisPrydis is an established firm of Chartered Financial Planners, dedicated to delivering high-quality, independent, and personalized financial planning services. We are seeking a skilled Financial Planner to join our team and contribute to our mission of providing exceptional financial guidance to our clients.Job...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Prydis Full timeJoin Our Team as a Financial PlannerWe are seeking a highly skilled and experienced Financial Planner to join our team at Prydis. As a Financial Planner, you will be responsible for delivering high-quality, independent, and personalized financial planning services to our clients.About the RoleThis is an exciting opportunity for a motivated and ambitious...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Prydis Full timeJoin Our Team as a Financial PlannerWe are seeking a highly skilled and experienced Financial Planner to join our team at Prydis. As a Financial Planner, you will be responsible for delivering high-quality, independent, and personalized financial planning services to our clients.About the RoleThis is an exciting opportunity for a motivated and ambitious...
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Financial Planner
4 weeks ago
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 advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.Key Responsibilities:Client Advisory: Provide expert advice on...
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Financial Planner
4 weeks ago
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 advice on financial planning, including tax-efficient investments, pensions, protection, and estate planning.Key Responsibilities:Client Advisory: Provide expert advice on...
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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Dawn Consulting (Sw) Limited Full timeAbout the Role:We are seeking a highly 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 plans for...
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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Dawn Consulting (Sw) Limited Full timeAbout the Role:We are seeking a highly 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 plans for...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals with clarity and trust.Key Responsibilities:Evaluate clients' financial documents and provide personalized financial...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals with confidence and trust.Key Responsibilities:Evaluate clients' financial documents and provide tailored financial...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals with confidence and trust.Key Responsibilities:Evaluate clients' financial documents and provide tailored financial...
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Financial Planner
4 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals with clarity and trust.Key Responsibilities:Evaluate clients' financial documents and provide personalized financial...
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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide sound financial advice to clients, helping them achieve their financial goals with clarity and trust.Key Responsibilities:Evaluate clients' financial documents and provide personalized financial...
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Financial Planner
1 month ago
Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full timeFinancial Planner OpportunityCathedral Appointments Ltd is seeking a skilled Financial Planner to join their team. As a Financial Planner, you will provide sound financial advice to clients, helping them achieve their financial goals with clarity and trust.Key Responsibilities:Evaluate clients' financial documents and provide personalized financial...
