Trainee Financial Advisor

Are you looking for an opportunity for your first step as a Financial Advisor? Would you benefit from an experienced, hugely successful practice owner guiding and developing you where you will be allocated clients from the get go? My client is seeking an additional Financial Advisor to join the business. Currently my client manages 410 relationships with...

**Who are we and what we do.** We are part of Embrace Financial Services, which has existed in Exeter since 1989 in various different guises. We are currently recruiting for a Trainee Financial Support Consultant to promote Exeter Central Support as part of EFS and the LSL Group through excellent customer care, and communication, ensuring deadlines and...

Persimmon Homes South West are recruiting for Trainee Sales Advisors to work on developments based in the South West. Persimmon Sales Advisors are our ambassadors and not only will you provide the vital first impression to our customers when they visit the show home and sales office, but you will work with them throughout the sales process to occupation....

As a Trainee paraplanning your responsibilities will include " Preparing and maintaining detailed client files and records " Preparing annual reviews " Preparing reports and recommendations " Assisting financial advisors in their duties " Completing general admin tasks " Interest in moving into the financial services sector " Strong numerical and written...

Trainee Mortgage AdvisorCountrywide Mortgage Services are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Exeter.OTE £55KWe are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process.You will need to be adaptable, self-motivated and...

This Financial Advisor role is perfect for a passionate and caring financial advisor that is eager to bring on new clients and nurture the loyal existing client book. You’ll be the main financial advisor in the branch, so you will need the confidence and autonomy in the advice you offer as you build an impeccable reputation within the local area for...

**Financial Advisor**: - Providing holistic financial planning advice to existing NFU Mutual customers - Partnering with 2 local Agents of NFU Mutual and developing relationships with their customers - Field based position with frequent travel around North Devon including Tiverton, Exeter, Barnstaple and the wider area **About the role**: NFU Mutual is...

Job Profile: Embrace Financial Services, which has existed in Exeter since 1989 have an exciting opportunity for **a Trainee Customer Service Consultant** to join our busy City Centre office. **Working at Embrace Financial Services as a Customer Service Consultant, you will receive** - Annual salary of £19,000 - £21,000 - 20 days holiday (plus bank...

Based in Exeter with some Hybrid Working - Supportive business culture - Study Support Our client, forward-thinking accountancy firm based in Exeter, are seeking to recruit a HR Advisor responsible for day-to-day HR admin functions, employee training administration and assisting partners and the HR Director with all HR related matters **HR Advisor...

**CommissionScheme | Buy and Sell Holiday | Rewards Scheme** Our client, the largest independent accountancy practice is seeking to recruit a Trainee Insolvency Case Administratorwithin their **Exeter** offices to join their Business Recovery & Insolvency department. As a Trainee Insolvency Administrator, you will assist with a mixture of corporate and...