Current jobs related to Financial Planner - Exeter - eFinancial Careers
-
Financial Planner
2 weeks ago
Exeter, United Kingdom Morris Jane Associates Full time**With us, it’s personal**: We listen carefully and communicate every step of the way, taking time to get to know you personally as well as professionally. So we can match you with a role that fits your values and ambitions, as well as your skillset. It’s our pleasure and privilege to help you thrive. **Financial Planner**: - Exeter - £85k An...
-
Financial Planner
2 weeks ago
Exeter, United Kingdom The Oakfield Group Full time**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...
-
Financial Planner
2 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments Full time £45,000 - £80,000 per yearUp to £60k DOE | Hybrid Working | Minehead An established and highly respected Chartered financial planning firm is seeking a skilled and personable Financial Planner to join their friendly and professional team in Minehead. The firm prides itself on delivering clear, unbiased, and holistic financial advice, building long-term relationships with clients...
-
Ifa / Financial Planner
2 weeks ago
Exeter, United Kingdom Pinstripe Personnel Full time**Independent Financial Adviser** **Exeter** **£55,000+ Clients + Bonuses = OT £85,000+** An award winning Wealth Planning firm is looking to appoint an experienced IFA. The role has arisen due to the firm's expansion and is based in the Exeter area. You will be giving holistic Independent Financial Advice to the firm's new and existing clients. In...
-
Employed Financial Planner
5 days ago
Exeter, United Kingdom Ortus Psr Full time**Employed Financial Planner** **Location: Exeter** **Salary: £30,000 - £60,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an Independent...
-
Financial Planner
1 day ago
Exeter, United Kingdom Ortus PSR Full timeI am working with a highly reputable Financial Planning firm, with an office in the South West, with a fantastic local reputation due to their high quality and personal approach to financial advice. The firm in question are looking to add a Financial Planner to the team, to take on new and existing clients and ensure they are serviced with the utmost...
-
Chartered Financial Planner
2 weeks ago
Exeter, United Kingdom Hawk 3 Talent Solutions Full time**Job Title: Chartered Financial Planner** **Job Type: Permanent** **Location: Weston Super Mare or Plymouth** **Hours of work: 9.00am - 5.00pm Monday to Friday, with one-hour lunch** **Salary: £30-75k negotiable depending on skills and experience** Hawk 3 Talent Solutions are looking for an experienced Chartered Financial Planner to join their client's...
-
Chartered Financial Planner
2 weeks ago
Exeter, United Kingdom mbf. Full time**Financial Planner - Exeter - National Investment Management Organisation - Salary negotiable up to around £85,000 plus company benefits and Bonus** MBF are currently working with a prestigious National Investment Management Organisation who are looking to hire an experienced Financial Planner to manage and grow a HNW client book The company: - With...
-
Financial Planner
3 weeks ago
Exeter, United Kingdom Synchronicity Group Full timeSynchronicity Financial Services are working with a leading wealth manager to recruit an experienced Financial Planner to join their Exeter office. As a result of retiring Partners, our client is looking for a highly motivated and ambitious, experienced Financial Planner to help support the continued growth of the business in the region and will offer a...
-
Chartered Financial Planner
2 weeks ago
Exeter, United Kingdom Attivo Group Full time**Chartered Financial Planner - Devon & Cornwall region** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest...
Financial Planner
2 weeks ago
**Summary**
Due to expansion, Quilter Private Client Advisers is currently looking for employed Financial Planners to join our dynamic and forward-thinking team. With dedicated support teams who are committed to enhancing our clients’ experiences, a highly regardedbrand and marketing capability together with an advice process that our clients trust. The focus of this senior role is to help grow the business and support clients with the provision of holistic financial planning whilst delivering a first-class serviceto them. Interested? Read on.
**About the Role**
Our Financial Planners are a key part of our regional teams, providing financial planning advice to private clients with complex needs. Working collaboratively across Quilter’s Wealth Management Division, often with Investment Managers,you will offer clientsa bespoke financial plan, typically with an ongoing service.
You’ll be capable of growing our numbers of clients, both from referrals and new relationships, working closely with our sister company, Quilter Cheviot, where appropriate. This could include attending events, being active in local business and communities,following up leads, explaining the Wealth division’s services to potential new clients and developing relationships with professional connections.
Working closely with our local Regional Directors, you will help to develop the growth plans of the region, contributing to the overall plan, providing coaching and advice to members of the team and helping to develop new opportunities.
You’ll absorb and assimilate the latest developments in financial services, the financial markets and economic trends and will provide input into our proposition, service, and colleague development initiatives. Ensuring that all advice is provided withina strict ethical and compliance framework is essential, as is putting clients at the heart of our business.
**About You**
You’ll have a strong level of technical and product knowledge, an will be an expert in client relationships and service excellence.
Knowledge and awareness of the industry and developments is key, with business development and origination skills highly desirable. In addition you will be experienced in compliance and risk management.
As a minimum, you must hold a level 4 Financial Planning Certificate, or above. Desirable qualifications would include Securities Institute Investment Advice Certificate, the Advanced Financial Planning Certificate, the ATT from the Association of TaxationTechnicians or the ATII from The Chartered Institute of Taxation.
**Benefits**
No matter what job you do you should feel valued and appreciated.That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.
**Core Benefits**
Holiday:26 days
Quilter Incentive Scheme:All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it
Pension Scheme:10% non-contributory company pension scheme that can be boosted through personal contributions
Private Medical Insurance:Single cover as standard, cover can be increased at your own cost
Life Assurance:4x your salary, cover can be increased at your own cost
Income Protection:75% of salary payable after 26 weeks of absence
**In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.**
**About Us
Our purpose is to help the generations today and tomorrow to prosper. That means we must guide people through the complexity of planning for their future, with the right financial advice and investment solutions, so that they can have more secure financialfutures. In this ever-changing world, we see that our role in society has never been more meaningful, and we are committed to using our expertise and care to guide our customers through these challenging and unprecedented times. Our impressive talents andcapabilities set us apart, but our unwavering commitment to our customers is what defines us. We truly believe that we have all the ingredients to be the very best in our industry, and we want great people with the care and creativity that we need, to helpus get there. We are passionate about building an inclusive culture where everyone’s contribution is valued and our people can thrive. No matter what your role is or where you sit, your voice will matter. We hope you like what you hear and are interested inlearning more about joining us.
**Our promise
