& mortgage Work, Jobs in Cullompton, Dev (with Salaries)

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
Financial Adviser/Financial Planner
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £50,000 - £70,000 a year
- Full-time
- Business development
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
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
1-5 PQE Solicitor, Chartered Legal Executive or Licensed Conveyancer
Tozers —Exeter
- Full-time
- Communication skills
- Marketing
IFA & Mortgage Administrator
Blackdown Financial —Taunton
- £24,000 - £28,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organisational skills
- Health & wellbeing programme
- Employee assistance programme
Quick apply
Alternative Education Manager - Quantock Outdoor Education
Empower Family Group —Taunton
- Up to £45,000 a year
- Full-time
- Experience working with children
- Continuous improvement
- Organisational skills
- Paid training
- Employee assistance programme
2d
Team Member
KFC —Tiverton
- Up to £12.71 an hour
- Full-time
- Serving
- Customer service
- Cleaning
- Employee assistance programme
- Employee discount
Supervisor
Marston's Pubs —Cullompton
- From £12.81 an hour
- Customer service
- Supervising experience
- Guest services
Quick apply
6d
Paraplanner
Swiss Life Global Solutions —Exeter
- Annual leave
- Employee assistance programme
9d
Team Leader
KFC —Tiverton
- Up to £14 an hour
- Full-time
- Restaurant
- Employee assistance programme
- Employee discount
Self-Employed - Mortgage and Protection Adviser
Open Vision Finance —Taunton
- Business development
- Financial services
- Communication skills
- Work from home
Waiting Staff
Marston's Pubs —Cullompton
- Up to £12.71 an hour
- Serving
- Customer service
- Guest services
Quick apply
Skills and Qualifications:
Open Vision Finance —Taunton
- Business development
- Financial services
- Communication skills
- Work from home
Accommodation Manager (PHACMGR)
Park Holidays UK —Dawlish Warren
- £13.21 an hour
- Part-time
- Team management
- Organisational skills
- Cleaning
- Employee assistance programme
- Employee discount
Children Residential Deputy Manager
Empower Family Group —Taunton
- £38,161.78 a year
- Experience working with children
- Leadership
- Paid training
- Employee assistance programme
9d
Strutt & Parker - Senior Associate Director, Rural Land Management
BNP Paribas —Exeter
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Team management
- Annual leave
- Employee discount
Letting Agent
The Letting Experts —Taunton
- £70,000 - £100,000 a year
- Remote
Quick apply
Back Counter Parts Advisor/Store Person
Adams Morey —Newton Abbot
- £14.61 an hour
- Full-time
- Communication skills
- Employee assistance programme
- Sick pay
Quick apply
9d
Cook
KFC —Tiverton
- Up to £12.71 an hour
- Full-time
- Serving
- Cooking
- Restaurant
- Employee assistance programme
- Employee discount
Centre Manager
KwikFit —Exmouth
- £37,974.60 a year
- Full-time
- Team management
- Employee assistance programme
- Employee discount
13d

I want to receive the latest job alerts for & mortgage in cullompton, dev

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Paraplanner/IFA Report Writer

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary

Quick apply

Job details

Full-time
£25,000 - £40,000 a year

Benefits

Free parking
Store discount
Health & wellbeing programme
Company pension
Employee assistance programme
Employee discount
Life insurance
On-site parking

Qualifications

Suitability report preparation
Stakeholder liaison
Estate planning

Full job description

About us - “We make the complex simple”. At Medical & General IFA and Medical & General Mortgages, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident and in control of their finances.

Due to the continuing expansion of our business, we are looking for a Paraplanner or Trainee Paraplanner to join our team based in Ottery St Mary.

If you join our team, you get your birthday as a day off, we offer a life assurance (death in service) scheme at 3 x your annual salary, a group income protection scheme, enhanced employer pension contributions. We have a health cash plan that gives you money back for your dentist check-ups (+ more), optician check-ups (+ more) and other health and wellbeing appointments like massages and physiotherapy. This plan also has fantastic other perks that gives you access to lots of great discounts on brands (online and instore), discounts on food, cinema/theatre tickets and so much more. We also have an Employee Assistance Programme to support you if you need it. We also support flexible working.

In additional to these great employee benefits, we also are committed to your learning and your continuous professional development. We want you to grow your career with us and to succeed.

Your role with us will include:-

1. Deal effectively with queries from clients and other parties.

2. Collect and collate information in accordance with the principles of ‘know your client’ and ensure all the required compliance documentation is present and correct.

3. Working with the adviser, you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial suitability report.

4. Liaise with product providers and other third parties to acquire additional information that may be required to assess the clients’ needs and to formulate recommendations.

5. Construct financial planning solutions (investment, retirement, tax and estate planning).

6. Assist in identifying areas for planning and sourcing solutions suitable to meet the clients’ needs and objectives. This will include assisting in the preparation of tax calculations and cash flow forecasting, where necessary.

7. Prepare suitability letters and reports for approval by the adviser and prepare associated documentation as required. This will include the completion of documentation ready for clients to check and sign.

8. Working with other professional advisers - For example, solicitors and accountants to implement an agreed action plan when necessary.

9. Support and develop with the investment committee our CIP/CRP.

10. You may be expected to cover some responsibilities for colleagues who may be away from the business.

11. Other duties may be expected of you as the business evolves and as you evolve within the business.

You will have a comprehensive induction from day one with full training on all our systems and processes. We have invested in our systems to make the processes as seamless as possible to ensure client satisfaction. The personal touch for each and every one of our clients is really important to us.

Please send a covering letter with your application.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £25,000.00-£40,000.00 per year

Benefits:

Company pension
Employee discount
Free parking
Health & wellbeing programme
Life insurance
On-site parking
Store discount

Ability to commute/relocate:

Ottery Saint Mary, Devon: reliably commute or plan to relocate before starting work (preferred)

Application question(s):

Please send a covering letter with your application.

Experience:

paraplanning: 1 year (preferred)

Work Location: In person

Quick apply

Refine Your Search

& mortgage jobs in cullompton, dev

Paraplanner/IFA Report Writer

Financial Adviser/Financial Planner

Financial Services/IFA Administrator

1-5 PQE Solicitor, Chartered Legal Executive or Licensed Conveyancer

IFA & Mortgage Administrator

Alternative Education Manager - Quantock Outdoor Education

Team Member

Supervisor

Paraplanner

Team Leader

Self-Employed - Mortgage and Protection Adviser

Waiting Staff

Skills and Qualifications:

Accommodation Manager (PHACMGR)

Children Residential Deputy Manager

Strutt & Parker - Senior Associate Director, Rural Land Management

Letting Agent

Back Counter Parts Advisor/Store Person

Cook

Centre Manager

I want to receive the latest job alerts for & mortgage in cullompton, dev

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected