Financial Planner
7 days ago
Excellent opportunity with a fast-growing, high calibre IFA firm to take over a substantial client base in the South West.
The role offers a high degree of autonomy, only requiring 1-2 days in the office per week, with your time spent out seeing clients in Somerset and the wider SW region.
Full paraplanning and one-to-one administration support is provided, enabling you to focus your time on the most enjoyable aspects of the role.
A generous, employed package is on offer including a high basic salary and an exceptional, formulaic bonus scheme.
Get in touch for more detail.
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Semi Senior or Senior, Personal Tax
1 week ago
Taunton, Somerset, United Kingdom Albert Goodman Full timeThe roleAre youpart qualified or qualifiedand looking to take the next step in your tax career? We're excited to offer an opportunity for aPersonal Tax Semi Senioror Seniorto join our well-established personal tax team in Taunton.This is a fantastic chance to build on your existing knowledge, develop your skills, and take on more responsibility. Joining our...
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Purchase Ledger
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Taunton, Somerset, United Kingdom Albert Goodman LLP Full time £25,000 - £40,000 per yearThe roleWe're seeking a full time Purchase Ledger / Finance Assistant to join our internal finance team based in Taunton. This is a temporary position to cover maternity leave, for a minimum period of 12 months.You will be responsible for the accurate day to day management of the purchase ledger. Your role will include checking invoices, preparing supplier...
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Marketing Apprentice
4 days ago
Taunton, Somerset, United Kingdom Albert Goodman LLP Full timeThe roleOur award winning marketing team are responsible for Albert Goodman's marketing, business development, and communications, and work on a wide range of activities with the ultimate aim of bringing new clients to AG.We're growing the team and looking to recruit a Marketing Assistant to join us from January this is an entry level role where you can...
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Financial Planner
1 week ago
Taunton, United Kingdom Exchange Street Claims & Financial Services Full time**Imagine being so good at lead generation that you had to stop.** That's exactly the position this Chartered IFA business found themselves in last year. They were generating so many enquiries that their existing planners couldn't take on any more clients. The solution? More financial planners. **Those taps are now back on and enquiries are pouring in from...
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Taunton, United Kingdom The Progress Shed Full timeA financial services firm is seeking a Chartered Financial Planner to join their expanding team in Taunton. The role involves supporting clients in accumulating life assets while managing and growing an existing client bank. Ideal candidates will either hold or be working towards their Chartered Status. The firm values a warm and welcoming atmosphere,...
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Financial Advisor
1 week ago
Taunton, United Kingdom The Progress Shed Full timeChartered Financial Planner Financial Planner / Advisor Taunton Exisiting client bank and support to grow client bank Chartered Status or working towards Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering...
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Financial Advisor
2 weeks ago
taunton, United Kingdom The Progress Shed Full timeChartered Financial Planner Financial Planner / Advisor Taunton Exisiting client bank and support to grow client bank Chartered Status or working towards Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering...
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Financial Advisor
6 days ago
Taunton, United Kingdom The Progress Shed Full timeChartered Financial PlannerFinancial Planner / Advisor TauntonExisiting client bank and support to grow client bankChartered Status or working towardsOpportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a...
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Financial Advisor
19 hours ago
Taunton, United Kingdom The Progress Shed Full timeChartered Financial Planner Financial Planner / Advisor Taunton Exisiting client bank and support to grow client bank Chartered Status or working towards Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team.To be considered for an interview, please...
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Financial Advisor
2 days ago
Taunton, United Kingdom The Progress Shed Full time £80,000Chartered Financial Planner Financial Planner / Advisor Taunton Exisiting client bank and support to grow client bank Chartered Status or working towards Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team.To be considered for an interview, please...
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Financial Advisor
14 hours ago
Taunton, United Kingdom The Progress Shed Full timeChartered Financial Planner Financial Planner / Advisor Taunton Exisiting client bank and support to grow client bank Chartered Status or working towards Opportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team.To be considered for an interview, please...
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Financial Advisor
3 days ago
Taunton, United Kingdom The Progress Shed Full timeJob DescriptionChartered Financial PlannerFinancial Planner / Advisor TauntonExisiting client bank and support to grow client bankChartered Status or working towardsOpportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company,...
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Financial Advisor
13 hours ago
Taunton, United Kingdom The Progress Shed Full timeChartered Financial PlannerFinancial Planner / Advisor TauntonExisiting client bank and support to grow client bankChartered Status or working towardsOpportunity to join a growing firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner, as the firm continues to expand their team. A warm and welcoming company, fostering a...