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Financial Advisor
4 days ago
Vision-FS Recruitment Taunton, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£50,000 - £85,000 | Un-Capped Bonus** · **Client Book Provided** · **Taunton| Surrounding area** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are growing its na ...
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Financial Advisor
1 week ago
Premier Jobs UK Limited Exeter, United Kingdom Full timeAre you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided? · This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry ...
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Financial Advisor
1 week ago
Integrity Resource Solutions Yeovil, United Kingdom**Financial Advisor (Non Diploma)** · **Salary: £24,000 Basic (£30-50K OTE Year1), + Car Allowance, Homebased/Remote** · **Locations: Yeovil and Trowbridge** · **The Company** · A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their ...
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Financial Advisor
1 week ago
Southernhay Financial Planning Ltd Exeter, United KingdomJob Title: Independent Financial Planner for Southernhay Financial Planning Ltd · Location: Truro, Cornwall, covering mainly Cornwall. · Southernhay Financial Planning is an expanding company based in the South West of England providing independent financial advice for families a ...
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Financial Advisor
1 week ago
Focus Search and Selection Tiverton, United KingdomMy client has a very strong reputation in the Exeter region, providing their clients with Independent Financial Advice. They are looking for an experienced Financial Adviser to look after a book of high net worth clients which will be supplied by the business.You will be part of ...
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Financial Advisor
5 days ago
Vision-FS Recruitment Taunton, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · Location: · Taunton or Surrounding Area · Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor · Employed or Self Employed roles available · £55,000 - £65,000 Basic Salary + car allowance · OTE £80,000 - £200,000 | Un- ...
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Financial Advisor
1 day ago
Integrity Resource Solutions Barry, United KingdomMy client is a well-established Financial Services firm offering families Financial Advice across the United Kingdom, are seeking a full time Financial Adviser to join the business to cover the Barry, Rhondda Valley areas. · The business has worked with families for generations, ...
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Independent Financial Advisor
4 days ago
Advice Rooms Exeter, United KingdomDo you wish to progress your career as an Independent Financial Advisor? · Are you level 4 qualified but your company is not letting you progress? · We have a great opportunity to join a growing team across the Southwest as an Independent Financial Advisor on a self-employed basi ...
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Independent Financial Advisor
5 days ago
Independent Resourcing Consultancy Exeter, United Kingdom**Independent Financial Advisor**: · - Job Reference: · - Date Posted: 20 June 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Exeter, Devon · - Remote Working: Some remote working possible · - Salary: On Application · - Bonus/Benefits: Negotiable DOE · - Se ...
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Financial Services Advisor
1 week ago
Gilbert Stephens Solicitors Exeter, United Kingdom*Salary on advert not representative, competitive salary offered and will be discussed. · Gilbert Stephens Financial Services Ltd is a thriving Financial Services firm based in the heart of Devon. We are immensely proud of our reputation for client service which has been built up ...
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Independent Financial Advisor
5 days ago
Vision-FS Recruitment Taunton, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · £50,000 - £150,000 | Un-Capped Earnings · Clients + Leads Provided · Taunton| Surrounding Area's · Level 4 Diploma | CF30 Financial Advisor · YOUR NEW COMPANY · This is an award-winning UK Financial Advisor | Wealth Manager whic ...
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Independent Financial Advisor
1 week ago
Resource Matters Ltd Taunton, United Kingdom Part time, Full timeBasic Up to £75k + Package + Paraplanning + Full client portfolio with on-going advice fees · Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holi ...
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Financial Advisor
1 week ago
CareerBliss Exeter, United KingdomAre you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry pre ...
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Ifa Manager
2 weeks ago
Reed Insurance Taunton, United KingdomReed Financial Services are proud to be working alongside an expert financial planning firm in recruiting an IFA Sales Manager. · This is an exciting opportunity to join a well-established firm with big plans for growth over the coming year, in managing their team of 10 financial ...
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Ifa Sales Manager
1 week ago
Reed Insurance Taunton, United KingdomReed Financial Services are delighted to be working alongside an expert financial planning and specialist insurance firm in recruiting an IFA Sales Manager. · This is an exciting opportunity to join a well established firm with big plans for growth over the coming year, in managi ...
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Financial Services Administrator
2 weeks ago
Jobseekers Recruitment Services Taunton, United KingdomWant to work for an award winning company? Looking for a great team of people to work with who will support you? Then this could be for you · This great opportunity as a **Financial Services Administrator** is with a firm of chartered financial planners, who are passionate about ...
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Business Case Handler
1 week ago
Phillips Grant Ltd Taunton, United KingdomPhillips Grant Associates are assisting a financial services business based in Taunton to recruit for a Business Case Handler. The business continues to go from strength to strength and has enviable reviews and a loyal client base. The office environmentis friendly and profession ...
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Financial Adviser
2 weeks ago
Premier Jobs UK Limited Taunton, United Kingdom Full timeAre you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided? · This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the ...
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Accounts & Tax Manager
4 days ago
Trial Balance Consulting Taunton, United KingdomDoes your employer offer a great social calendar, unlimited career and personal development opportunities, with the support of a very friendly and high-achieving team around you? If not then it might be time for a change, so you should read on · I'm recruiting for a Client Manage ...
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Mortgage Broker
1 week ago
White Financial Services Taunton, United Kingdom**The Role** · We are looking for self-employed Mortgage Brokers to join our exciting team. · Main Responsibilities include; · - Meeting with clients in person, virtually or over the phone · - Fact Finding · - Assessing an Income & Expenditure breakdown · - Assessing which type o ...
Independent Financial Advisor - Taunton, Somerset, United Kingdom - Resource Matters Ltd
Description
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants.
Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning.
It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.
The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.
Your Qualifications For The Independent Financial Advisor RoleLevel 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
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