Financial Advisor
3 days ago
Join to apply for the Financial Advisor role at Sahasraa Solutions. Job Overview This exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available You will be joining a Regional Director who has regular referrals coming from accountancy practices and existing clients, which he will be able to share across the team of Financial Advisors. The team enjoys working on clients/cases collectively, which enables you to focus on specialist areas if appropriate. Their clients typically consist of Business Owners, Entrepreneurs, HNW clients and numerous individuals with agricultural connections. Many of their clients enjoy coming to the office for their meetings. The Regional Director is open to candidates with a range of advising experience and will be able to help mentor and support professional development across all ranges of experience. Due to the level of clients being produced, there is little need to self‑generate or bring clients with you. However, there is plenty of marketing resources and ways to generate clients through introducers should you enjoy doing so. Financial Advisor Requirements You must hold full Level 4 Diploma in financial planning or equivalent, and have some experience as a Financial Advisor You should have a client centric approach and have dedication to doing the right thing for clients You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Advisor Support Our clients ensure their Financial Advisors have comprehensive support in place to enable them to thrive. You will receive end‑to‑end in‑house support from the admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in‑house marketing team who have a consultative approach. Financial Advisor Benefits Salary in the region of £50,000 – £75,000 (negotiable) plus bonuses Remuneration packages also includes car allowance, bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime Hybrid working with ideally 2 days per week in Barnstaple office Self‑employed option available, if you would prefer Location Barnstaple / North Devon Contact Call us now on 0208 0044 154 or click Apply #J-18808-Ljbffr
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Financial Advisor
6 days ago
Barnstaple, United Kingdom Premier Jobs UK Full timeThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available! You will be joining a Regional Director who has regular referrals coming from accountancy practices and existing clients, which he will be able to share across the team of Financial Advisors. The...
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Financial Advisor
4 weeks ago
barnstaple, United Kingdom Premier Jobs UK Limited Full timeThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available! You will be joining a Regional Director who has regular referrals coming from accountancy practices and existing clients, which he will be able to share across the team of Financial Advisors. The...
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Financial Advisor
2 weeks ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available! You will be joining a Regional Director who has regular referrals coming from accountancy practices and existing clients, which he will be able to share across the team of Financial Advisors. The...
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Financial Advisor
2 weeks ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available! You will be joining a Regional Director who has regular referrals coming from accountancy practices and existing clients, which he will be able to share across the team of Financial Advisors. The...
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Financial Advisor
4 weeks ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available! You will be joining a Regional Director who has regular referrals coming from accountancy practices and existing clients, which he will be able to share across the team of Financial Advisors. The...
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Financial Advisor
5 days ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available!You will be joining a Regional Director who has regular referrals coming from accountancy practices and existing clients, which he will be able to share across the team of Financial...
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Financial Advisor
3 days ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available!You will be joining a Regional Director who has regular referrals coming from accountancy practices and existing clients, which he will be able to share across the team of Financial...
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Financial Advisor
1 week ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available!Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. You will be joining a Regional Director who has regular referrals coming from accountancy...
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Financial Advisor
3 weeks ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available!All candidates should make sure to read the following job description and information carefully before applying. You will be joining a Regional Director who has regular referrals coming from...
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Financial Advisor
3 days ago
Barnstaple, United Kingdom Premier Jobs UK Limited Full timeThis exciting, employed, Financial Advisor job in North Devon provides opportunity to join a busy team with a healthy flow of new and existing clients available!Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered. You will be joining a Regional Director who has regular referrals coming from accountancy...
