Finance Work, Jobs in Torquay (with Salaries)

Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- In-person
- Life insurance
Quick apply
Mortgage Advisor
The Mortgage Experts —Newton Abbot
- £60,000 - £100,000 a year
- Remote
Quick apply
Accounts Semi Senior
Darnells Chartered Accountants —Totnes
- Mentoring
- Organisational skills
- Communication skills
- Flexible schedule
- Referral programme
Finance Assistant
The Play Company International Ltd —Exeter
- £26,500 - £28,000 a year
- Full-time
- In-person
- Free parking
Quick apply
Account Manager
Flannery Plant Hire —Exeter
- Business development
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Financial Services/IFA Administrator
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £32,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
4d
Insurance Consultant
Benefact Group —Totnes
- From £35,000 a year
- Full-time
- Annual leave
- Sick pay
5d
Quality Control Analyst I
Mondelēz International —Crediton
- Full-time
- Laboratory experience
- Microsoft Office
- Quality control
- Employee assistance programme
- Employee discount
Account Support Coordinator
Whistl UK Ltd —South Brent
- £25,700 - £27,000 a year
- Full-time
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Senior / Assistant Manager (Trust Accounts)
PKF Francis Clark —Exeter
- Hybrid work
Drinking Water Safety Plan Analyst
South West Water —Exeter
- £34,000 - £36,000 a year
- Analysis skills
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
1d
Finance Manager
Swanky —Exeter
- Full-time
- Hybrid work
- AI
- Communication skills
- Employee assistance programme
- Flexible schedule
Quick apply
Accounts Senior - Legal Clients
PKF Francis Clark —Exeter
- Hybrid work
Procurement Manager, UKI OPEX Procurement
Amazon UK Services Ltd. —Exeter
- Full-time
- Bachelor's degree
- In-person
1d
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills
Head of Asset Investment & Programme
South West Water —Exeter
- Annual leave
- Employee discount
11d
Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £40,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
4d
Financial Planner
TFA Trusted Financial Advice —Plympton
- £40,000 - £60,000 a year
- Full-time
- CRM software
- In-person
- Communication skills
- Life insurance
- Sick pay
Quick apply
Asset Health, Risk & Resilience Lead
South West Water —Exeter
- £85,000 - £105,000 a month
- Analytics
- Annual leave
- Employee discount
11d
Financial Adviser
Partnership Recruitment —Newton Abbot
- Part-time
- Hybrid work
- Business development
- School

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Financial Services Trainee Paraplanner

BoulterBowen WealthCare
Exeter

Quick apply

Job details

Permanent | Full-time
£28,000 - £32,000 a year

Benefits

Discounted or free food
Company pension
Life insurance
On-site parking

Qualifications

Investment
Suitability report preparation

Full job description

We have an exciting opportunity to join our Finance firm based on the outskirts of Exeter.

In this role you will be a key member of the team assisting our Financial Advisers in providing a first class service to our clients. Your varied daily tasks will include:

Core paraplanner duties including assisting in preparing for meetings, completing meeting workbooks and application forms.
Obtaining illustrations and product information from providers.
Preparing bespoke suitability reports to meet client needs.
Undertaking cashflow modelling and utilising tools such as FE Analytics.
Providing general administration and compliance support including processing and uploading documents to Salesforce.
Reviewing and maintaining compliant client records and files.
Assisting with trading and the investment processes.
Personal administrative support for the company Director.
Providing general support to the team in all areas of the business.

We are interested in speaking to paraplanners who have previous experience working within the role and are working towards their Level 4 Diploma in Regulated Financial Planning (DipPFS).

The role is ideal for someone who wants to progress their career, is outgoing, communicative, isn’t afraid to ask questions and wants to learn. You will be highly organised, resourceful, naturally inquisitive with strong attention to detail.

Study support will be provided as part of the role for the right candidate to complete relevant qualifications, with the opportunity to progress and develop within the company.

We offer a competitive package with pension contributions and life cover.

If you feel you would be suitable for this role, please submit a CV and covering letter online, by email or post. Applications without a covering letter will not be considered.

BoulterBowen, Winslade House, Winslade Park, Manor Drive, Clyst St Mary, Exeter, EX5 1FY

Hours: Monday – Friday 9:00 -17:30

Holiday: Starts at 5 weeks pa and bank holidays

Job Types: Full-time, Permanent

Pay: £28,000.00-£32,000.00 per year

Benefits:

Company pension
Discounted or free food
Life insurance
On-site parking

Work Location: In person

Quick apply

Refine Your Search

finance jobs in torquay

Financial Services Trainee Paraplanner

Mortgage Advisor

Accounts Semi Senior

Finance Assistant

Account Manager

Financial Services/IFA Administrator

Insurance Consultant

Quality Control Analyst I

Account Support Coordinator

Senior / Assistant Manager (Trust Accounts)

Drinking Water Safety Plan Analyst

Finance Manager

Accounts Senior - Legal Clients

Procurement Manager, UKI OPEX Procurement

Financial Planner

Head of Asset Investment & Programme

Paraplanner/IFA Report Writer

Financial Planner

Asset Health, Risk & Resilience Lead

Financial Adviser

I want to receive the latest job alerts for finance in torquay

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