Consultant, Financial Planning
7 days ago
The role
Were looking for a Consultant to join our clients Financial Planning team, to be based in our Yeovil/Weymouth offices and cover this geographical area. The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.
The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling you to focus on the advice process. Alongside this, wed look for you to develop strong relationships with our accountancy Partners and other professional connections, in order for new clients to be brought on board.
What we need from you
- A commercial focus, with experience in a fee based environment and working amongst professional connections
- Chartered status or status achievable within 12-18 months and thereafter the attainment of additional specialist qualifications
- A love of networking in order to develop the business and team
- Professionalism, and ideally experience of building relationships with introducers both inside and outside of the firm
- Presentation and public speaking skills
- Experience of using Intelligent Office (IO) client database/back office and paperless office systems
- The ability to deal with e-commerce and paperless technology
Package Details
Attractive Package
-
Travel Consultant
1 day ago
Weymouth, Dorset, United Kingdom Hays Travel Full time £25,000 - £40,000 per yearIf you're passionate about travel, why not come and work at Travel Weekly's Best Agency to Work For 2024?Part-time (30 hours)Competitive Salary & Unlimited Bonus PotentialAt Hays Travel we put people at the heart of everything we do, that extends to our customers and colleagues alike. As the UK's largest independent travel agency, we welcome new ideas,...
-
Financial Accountant
1 day ago
Weymouth, Dorset, United Kingdom Sheridan Maine - Accounting, Audit & Tax Recruitment Full time £40,000 - £80,000 per yearSheridan Maine looking for a qualified ACCA, ACA, or CIMA Accountant with experience in statutory accounts. This is a great opportunity to take ownership ofyear-end reporting and auditswhile also supporting the wider Management Accounting function.What you'll be doing:Leading the preparation of draft annual statutory accounts and supporting schedulesActing...
-
Safety Engineering Consultant
22 hours ago
Weymouth, Dorset, United Kingdom BMT Full time £60,000 - £80,000 per yearDepartment:Technical CapabilityLocation:UK - WeymouthDescriptionJob Title: Safety Engineering Consultant**Contract Type: PermanentFlexibility:This role is available part-time, job-share or full time. This is because we want the best people for our roles, and we recognise that sometimes those people aren't available full-time.Location:In terms of*location*,...
-
Operations Manager
5 days ago
Weymouth, Dorset, United Kingdom Magicard Ltd, by Brady Full time £60,000 - £120,000 per yearThe Operations Manager leads, directs, and controls the day-to-day activities of the Weymouth site, encompassing production, warehouse, purchasing and supply chain operations. The primary goal is to achieve financial and operational objectives, deliver excellent customer service, and ensure efficient manufacturing processes.Key Responsibilities:Manage and...
-
Relationship Banker, Weymouth, MA
7 days ago
Weymouth, Dorset, United Kingdom Santander Full timeRelationship Banker, Weymouth, MACountry: United States of AmericaYour Journey Starts Here:Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal...
-
Escort / Fabric Operative The Verne
2 weeks ago
Weymouth, Dorset, United Kingdom UK Gov Facility Services Full time £18,000 - £25,000 per yearDescription Job Role Handyperson Location: HMP The Verne Salary: £ Contract: Permanent - Full Time We are seeking a dedicated Handyperson to join our team at HMP The Verne a Category C men's prison. Join a team that is more than just a group of colleagues – we work Monday-Friday as a supportive and driven family, working together to create a safe...
-
Veterinary Surgeon
3 days ago
Weymouth, Dorset, United Kingdom Medivet Group Full time £60,000 - £80,000 per yearWe have a fantastic opportunity for a Veterinary Surgeon to join our friendly and experienced team at Medivet Portland, the only veterinary practice on the historic Isle of Portland – a truly unique and picturesque location on the Dorset coast.This is a full-time role, ideally covering 40 hours across four days, with a 1 in 6 weekend rota at the nearby...
-
Support Worker
1 day ago
Weymouth, Dorset, United Kingdom 5 Star Recruitment Full time £15,000 - £25,000 per yearJob TitleSupport workerPurposeTo work as a team member in ensuring that a safe, supportive and caring environment is maintained which meets the individual and group needs of the people who live there and to demonstrate a positive and person-centred approach at all times.SkillsAbility to work effectively and supportively as a member of the staff...
-
Events Officer at Weymouth Town Council
6 days ago
Weymouth, Dorset, United Kingdom Dorset Council UK Full timeAn exciting opportunity has arisen at Weymouth Town Council for a creative and organised Events Officer to join our team and help bring Weymouth's events to life. Our Council serves a population of over 55,000 people. It has a range of services including Weymouth beach, promenade, parks, gardens, events, cemeteries, public toilets, and allotments.As the...
-
Part Time
6 days ago
Weymouth, Dorset, United Kingdom BMT Full time £40,000 - £60,000 per yearDepartment:Technical CapabilityLocation:UK - WeymouthDescriptionJob Title: Safety Engineering Consultant**Contract Type: PermanentFlexibility:This role is available part-time, job-share or full time. This is because we want the best people for our roles, and we recognise that sometimes those people aren't available full-time.Location:In terms of*location*,...