Financial Planner Specialist
4 days ago
Career Opportunities in Financial Planning
As a seasoned Financial Advisor, you have the unique chance to join a highly respected Independent Financial Advisors firm based in Barnstaple. This esteemed company offers a supportive environment with comprehensive back office support, enabling you to focus on delivering top-notch advice to clients.
This exciting opportunity presents a fantastic chance to work from home while enjoying the flexibility of using regional offices when needed. You will be part of a dynamic team that prioritizes client satisfaction and employee development, ensuring your growth as a professional is valued and encouraged.
The role involves providing expert financial guidance to clients through personalized in-person meetings, Microsoft Teams sessions, or regional office visits. Your responsibilities will include servicing existing clients, converting business opportunities, building client relationships, and contributing to the company's marketing initiatives.
To excel in this position, you must possess a Level 4 Diploma in Financial Advice and hold CAS status for financial planning advice. A proven track record of converting business opportunities is essential, along with excellent communication and interpersonal skills. Additionally, the ability to work autonomously and effectively collaborate with colleagues is crucial for success in this role.
The remuneration package includes a salary range of £50,000 - £75,000, depending on experience and qualifications. Benefits also include holiday pay, phone, laptop, bonus structure, and a self-employed option for those who prefer it.
The ideal candidate will be able to commit to spending two days per week in the Barnstaple office, working closely with the team to achieve shared goals.
-
Financial Services Professional
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeUnique Home-Based Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team on a home-based basis, providing high-quality advice and services to existing clients. As a Financial Advisor with Premier Jobs UK Limited, you will have the opportunity to work from home while enjoying the benefits of being part of a highly...
-
Senior Financial Planning Consultant
1 week ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeHome-Based Financial Advisor Opportunity with Premier Jobs UK LimitedWe are seeking a motivated and experienced Financial Advisor to join our team on a home-based basis. As a Financial Advisor with Premier Jobs UK Limited, you will have the opportunity to work from home while enjoying the benefits of being part of a highly respected IFA firm.The ideal...
-
Senior Financial Services Specialist
4 weeks ago
Barnstaple, Devon, United Kingdom Premier Jobs UK Limited Full timeJob Overview:The role of a Senior Financial Services Specialist at Premier Jobs UK Limited is to manage an existing client bank across the Devon area, inheriting a strong portfolio and taking ownership of ongoing financial planning services.This position offers a unique opportunity to build on existing relationships and drive client retention through...
-
Financial Manager
1 week ago
Barnstaple, Devon, United Kingdom Nicholas Associates Group Limited Full timeJob DescriptionWe are seeking an experienced Financial Manager to join our team in Barnstaple. As a key member of the management team, you will play a crucial role in managing client relationships and leading a team of accountants.About the Role:Supervise a team of accountants and manage workflow through the office.Oversee a portfolio of clients to ensure...
-
Management Accounting Specialist
3 days ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeManagement Accounting SpecialistTrial Balance Consulting seeks a highly skilled Management Accounting Specialist to join their North Devon-based finance team. As a key member of the team, you will play a vital role in driving financial performance and informing strategic decisions.Responsibilities:Produce high-quality financial reports with detailed...
-
Tax and Compliance Specialist
1 week ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeJob ProfileWe are seeking an experienced Senior Accounting Professional to join our team as a Tax and Compliance Specialist. The successful candidate will be responsible for overseeing client portfolios for tax and accounting compliance, including financial statement preparation, tax computations, and VAT return review. Key responsibilities include managing...
-
Project Manager Specialist
1 week ago
Barnstaple, Devon, United Kingdom Symmetric Recruitment Ltd Full timeJob Title: Project Manager SpecialistEstimated Salary: £63,000 per annumAbout the Role:We are seeking an experienced Project Manager Specialist to join our talented team within the Maritime Solutions sector.Key Responsibilities:Deliver key project management functions in support of overall project delivery including financial, schedule, quality, and risk...
-
Electromechanical Assembly Specialist
3 weeks ago
Barnstaple, Devon, United Kingdom SEA Ltd Full timeAbout the RoleSEA Ltd is seeking a skilled Electromechanical Assembly Specialist to join our team in Barnstaple.As an Electromechanical Assembly Specialist, you will work closely with the Production and Engineering teams to provide assembly and machining support.The ideal candidate will have previous experience in electro-mechanical assembly and be able to...
-
Cleanliness Specialist
4 weeks ago
Barnstaple, Devon, United Kingdom Sodexo Full timeJob OverviewA dynamic opportunity has arisen for a Cleanliness Specialist to join our team at Sodexo in North Devon Healthcare, Barnstaple. In this role, you will play a vital part in maintaining the cleanliness and hygiene standards of the hospital environment.Salary DetailsWe offer a competitive salary of £24,000 - £28,500 per annum, dependent on...
-
Medical Consultant Specialist
3 weeks ago
Barnstaple, Devon, United Kingdom Royal Devon University Healthcare NHS Foundation Trust Full timeThe Royal Devon University Healthcare NHS Foundation Trust is seeking up to two consultants to join its department of Diabetes and Endocrinology based at the North Devon District Hospital site in Barnstaple, with opportunities for cross-site working at the Barnstaple and Exeter site.As a consultant in this field, you will be part of a multidisciplinary team...
-
Electromechanical Assembly Specialist
1 month ago
Barnstaple, Devon, United Kingdom Systems Engineering and Assessment Limited Full timeAbout the RoleWe are seeking a highly skilled Electromechanical Assembly Specialist to join our team at Systems Engineering and Assessment Limited in Barnstaple. As an integral part of our production team, you will be responsible for providing assembly and machining support to our engineering and production departments.Key ResponsibilitiesAs an...
-
Expert Diabetes Specialist
3 weeks ago
Barnstaple, Devon, United Kingdom NHS Full timeJob OverviewWe are seeking an experienced Consultant in Diabetes and Endocrinology to join our multidisciplinary team at the Royal Devon University Healthcare NHS Foundation Trust.This is an exciting opportunity to work in a dynamic environment that prioritizes patient care, innovation, and professional development. As a Consultant in Diabetes and...
-
Operational Technology Maintenance Specialist
3 weeks ago
Barnstaple, Devon, United Kingdom South West Water Full timeWe are seeking an experienced Operational Technology Maintenance Specialist to join our team at South West Water. This is a full-time permanent position based in Barnstaple, offering a competitive salary of £39,023 to £44,940 per annum, plus excellent benefits.About the role:The Operational Technology Maintenance Specialist will be responsible for...
-
Senior Accounting Professional
1 week ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeJob DescriptionThe Tax and Compliance Specialist role at Trial Balance involves overseeing client portfolios for tax and accounting compliance. This includes financial statement preparation, tax computations, and VAT return review. The successful candidate will be responsible for managing staff, workflow, and client correspondence. Key responsibilities...
-
Customer Service and Food Preparation Specialist
3 weeks ago
Barnstaple, Devon, United Kingdom Sodexo Group Full timeWe're seeking a talented Customer Service and Food Preparation Specialist to join our team at North Devon District Hospital. In this exciting role, you'll provide exceptional customer service and contribute to the delivery of high-quality food and beverage experiences.Main Responsibilities:Assist with the preparation and serving of hot and cold foods from...
-
Senior Wealth Management Specialist
3 weeks ago
Barnstaple, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full timeJob Title: Independent Financial AdvisorJob Summary: Cathedral Appointments | South West Recruitment is seeking a highly motivated Independent Financial Advisor to join our team in Barnstaple. As an IFA, you will assist clients in understanding and managing their financial goals by providing personalized advice and creating strategic financial plans.Key...
-
Finance Portfolio Manager
1 week ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeJob OverviewTrial Balance seeks a Finance Portfolio Manager to oversee client portfolios for tax and accounting compliance. This includes financial statement preparation, tax computations, and VAT return review. The successful candidate will be responsible for managing staff, workflow, and client correspondence. Key responsibilities include providing...
-
Accounts Payable Specialist
3 weeks ago
Barnstaple, Devon, United Kingdom Trial Balance Full timeJob OverviewAs a Financial Transaction Coordinator at Trial Balance, you will play a crucial role in ensuring the smooth operation of our accounts payable and receivable processes. This is an exciting opportunity to join a dynamic team in North Devon and contribute to the success of our manufacturing services sector employer.
-
Accounts and Taxation Specialist
3 weeks ago
Barnstaple, Devon, United Kingdom Clark Wood Full timeJob Summary:We are seeking an Accounts Technician / Accounts Semi Senior to join our dynamic Accounts department.This role involves preparation of financial statements for limited companies, partnerships, and sole traders up to the audit threshold.
-
Tax Portfolio Specialist
2 weeks ago
Barnstaple, Devon, United Kingdom Taylor Rose Recruitment Ltd Full timeAccountancy Practice Opportunity: Taylor Rose Recruitment Ltd is seeking an experienced Accounts & Tax Portfolio Manager to join their team in North Devon. This exciting role involves leading the preparation and review of year-end financial statements, ensuring tax compliance, and identifying tax planning opportunities.The ideal candidate will have a strong...