Wealth Management Advisor
4 days ago
We are seeking an experienced professional to join our team as a Wealth Management Advisor. This role involves providing estate planning solutions to clients and working closely with them to understand their needs and goals.
The successful candidate will have a strong understanding of the financial services industry and the ability to communicate complex information in a clear and concise manner. They will also have excellent interpersonal skills and be able to build strong relationships with clients.
The estimated salary for this position is £65,000 - £130,000 per annum, depending on performance. In addition to your basic earnings, you can also earn from upselling services and commissions.
We offer a comprehensive training program that covers all aspects of estate planning, including sales, marketing, and product knowledge. Our support system includes a start-up kit, tablet, sales kit, and marketing materials, which will help you get started quickly and effectively.
The key responsibilities of a Wealth Management Advisor include providing estate planning solutions to clients, upselling services, and generating leads using our full training and support system.
To be successful in this role, you should have strong communication skills, a consultative sales approach, and entrepreneurial spirit. You must also be independent, motivated, and adept at generating referrals. A car and driver's license are required for this position.
We look forward to hearing from you if you are interested in this exciting opportunity.
-
Wealth Management Support Specialist
4 weeks ago
Taunton, Somerset, United Kingdom Hawk 3 Talent Solutions Full timeAre you interested in a challenging role that offers opportunities for growth and development?Haw 3 Talent Solutions is recruiting on behalf of its client, a leading Wealth Management company, for a Wealth Management Administrator to work in Taunton, Somerset.SalaryThe salary for this position is £28,000 - £32,000 per annum, depending on experience.Job...
-
Wealth Protection Consultant
4 days ago
Taunton, Somerset, United Kingdom CITRUS CONNECT LTD Full timeJob Title: Wealth Protection ConsultantCompany OverviewCitrus Connect Ltd has been helping thousands secure their assets with its expertise in financial services for over 50 years.Salary and BenefitsThis role offers an estimated annual salary of £80,000 - £160,000, with a self-managed schedule and uncapped commission potential as a self-employed...
-
Senior Private Wealth Solicitor
1 month ago
Taunton, Somerset, United Kingdom Grist Legal Recruitment Full timeA Senior Private Wealth Solicitor is required by Grist Legal Recruitment to work with a well-established private practice providing legal services to individuals and businesses in the South West region.Job DescriptionThe role will involve advising clients on wills, probate, estate administration, inheritance tax, tax planning, court of protection, and powers...
-
SHEQ Advisor Service Manager
13 hours ago
Taunton, Somerset, United Kingdom Austin Fraser Full timeSHEQ Advisor Role OverviewAs a leading utilities contractor, we are seeking an experienced SHEQ Advisor to join our team for the delivery of a £3bn framework continuing for the next five years across the Southwest. This is a negotiated project with a good pipeline of future works in the area.The successful candidate will be responsible for managing the...
-
Retail Advisor
1 month ago
Taunton, UK, Somerset, United Kingdom EE Retail Full timeRetail AdvisorWorking Hours – 16 hours per week Location – Taunton£12.34 p/h plus 20% on target commissionEveryone’s welcome at an EE store. This is somewhere you can bring yourself to work because the things that make you different, are the things that help you to make better connections with our customers and help them find the right products and...
-
Account Management Advisor
2 months ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £22,000 - £28,000We are seeking an Account Management Advisor to join our team in Taunton, UK. Key responsibilities include:Managing customer relationships and providing exceptional support.Providing accurate product information and resolving customer issues efficiently.Processing customer orders and managing account information.Collaborating with other departments to ensure...
-
Social Housing Tenancy Advisor
6 days ago
Taunton, Somerset, United Kingdom Service Care Solutions Full timeSocial Housing Tenancy AdvisorWe are seeking an experienced Social Housing Tenancy Advisor to join our team and provide expert support to vulnerable individuals with their housing-related needs.**Key Responsibilities:**Provide comprehensive support to tenants, ensuring their tenancies are sustained.Manage complex tenancy issues, addressing various...
-
Safety and Compliance Advisor
2 weeks ago
Taunton, Somerset, United Kingdom Fawkes & Reece South Full timeFawkes & Reece South is a leading utilities contractor with a turnover in excess of 600m. We have secured workload in the Water, Telecoms, and Rail sector, with projects ranging from 3m to 3bn in value.We are seeking an Experienced SHEQ Advisor to join our team as part of a 3 billion framework spanning five years across the Southwest. As an Experienced SHEQ...
-
Customer Experience Advisor
3 months ago
Taunton, Somerset, United Kingdom beBee Professionals Full time £22,000 - £28,000Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Taunton, UK.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and services.Work closely...
-
Service Advisor
2 weeks ago
Taunton, Somerset, United Kingdom Blue Arrow Full timeService Advisor - Catering SiteAbout the Role:This exciting opportunity has arisen for a skilled Service Advisor to join our team at the Taunton catering site.Key Accountabilities:Deliver outstanding customer service to clients.Manage cash handling and operate tills efficiently.Ensure a clean and tidy dining area.Requirements:Previous experience in a similar...
-
Sales and Service Advisor
2 weeks ago
Taunton, Somerset, United Kingdom New Look Group Full timeNew Look Group is committed to finding the right candidate for this Sales Advisor Trainee position. If you have a passion for delivering excellent customer experiences, we encourage you to apply.About the RoleThis is a fantastic opportunity for a driven individual to join our team and contribute to the success of our retail business.Key...
-
Personal Injury Advisor
3 weeks ago
Taunton, Somerset, United Kingdom Avocet Legal Full timeWe are seeking a Personal Injury Advisor to join our team at Avocet Legal. This role is ideal for someone with a passion for client care, a background in law, and the drive to make a difference in the lives of those who need expert legal support.The Personal Injury Advisor will play a crucial role within the Legal Claims Advisory team, serving as one of the...
-
SHEQ Advisor Role
2 weeks ago
Taunton, Somerset, United Kingdom Fawkes and Reece Full timeAbout Fawkes and Reece:Fawkes and Reece, a leading service provider, seeks an experienced SHEQ Advisor to manage the safety, health, environment & quality systems across their £3bn framework in the Southwest.Key Responsibilities:Develop and maintain effective SHEQ systems for successful project delivery.Conduct thorough risk assessments and create...
-
Retail Parts Advisor
1 day ago
Taunton, Somerset, United Kingdom H L R Spares Full timeHLR Spares is seeking a skilled and motivated Retail Parts Advisor to join our team. In this role, you will be responsible for managing our inventory, finding orders, and assisting in the sales process. With a focus on marketing items for sale, this position requires strong computer skills and an understanding of sales principles.The ideal candidate will...
-
Trainee Retail Advisor
2 weeks ago
Taunton, Somerset, United Kingdom New Look Group Full timeOur MissionWe inspire That New Look Feeling by delivering exceptional customer service and creating an unforgettable shopping experience. As a Sales Advisor Trainee with New Look, you will work closely with your management team to implement our vision and achieve this goal.You'll be an ambassador for the brand on the shop floor, putting our customers at the...
-
Senior Tax Advisor Role
1 month ago
Taunton, Somerset, United Kingdom Mshealth Full timeM&shealth offers exciting opportunities for Tax Professionals looking to advance their careers. We are a leading firm of Chartered Accountants and Tax Advisors, with a national client presence and a strong reputation for excellence.About the OpportunityWe are seeking a highly motivated and dynamic Tax Professional to join our Personal Tax Team, assisting the...
-
Emergency Medical Advisor
2 weeks ago
Taunton, Somerset, United Kingdom NHS Full timeJob OverviewWe are seeking a highly skilled and compassionate individual to join our team as an Emergency Medical Advisor. This is an exciting opportunity for someone who is passionate about delivering exceptional patient care in a fast-paced environment.The successful candidate will be responsible for managing urgent and non-urgent cases, providing...
-
Compliance and Safety Advisor
2 weeks ago
Taunton, Somerset, United Kingdom Somerset County Council Full timeAbout the Job: We are seeking a Compliance and Safety Advisor to join our Housing department. As a key member of our team, you will be responsible for ensuring the safety of our residents and properties by carrying out fire safety inspections, assessments, and reports.Key Responsibilities:Carry out fire safety inspections, assessments, and reports to...
-
Senior Tax Advisor Role
7 days ago
Taunton, Somerset, United Kingdom Michael Page (UK) Full timeJob Description SummaryWe are looking for a talented Senior Tax Advisor to lead a team of tax professionals and manage tax planning projects in our Taunton office.Our CompanyMichael Page (UK) is an accountancy firm providing services to a diverse range of clients with a highly respected personal tax team.Key ResponsibilitiesTake responsibility for a...
-
Chartered Accountant and Tax Advisor
5 days ago
Taunton, Somerset, United Kingdom MOORE SCARROTT CHARTERED ACCOUNTANTS Full timeAs a Tax Professional at Moore Scarrott Chartered Accountants, you will play a vital role in our Personal Tax Team. Based in Somerset, we are a leading firm of Chartered Accountants and Tax Advisors with a national client presence.Job DescriptionThe successful candidate will assist the Tax Manager with tax return preparation, P11d's, Income & Expenditure...