Financial analysis Work, Jobs in Sidmouth, Dev (with Salaries)

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
Assistant Finance Business Partner (Income)
The Donkey Sanctuary —Sidmouth
- Full-time
- Hybrid work
- Communication skills
- Free parking
- Employee discount
6d
GBP 8278 Trainee Assistant Management Accountant
University of Exeter —Exeter
- £28,029 - £30,339 a year
- Hybrid work
- Analysis skills
- University
- Presentation skills
6d
Finance Analyst
Howmet Aerospace —Exeter
- Continuous improvement
- Organisational skills
Quick apply
Accounts Manager
Portal Pizza —Exeter
- £15 - £18 an hour
- Part-time
- Accounting
- Financial services
- In-person
- Employee discount
Quick apply
7d
Chief Executive Officer
English Riviera BID Company Ltd —Torquay
- £55,000 - £70,000 a year
- Full-time
- Business development
- Recruiting
- Contracts
- Annual leave
Quick apply
11d
HR Systems and Data Lead
St. Margaret’s Hospice —Taunton
- £20,985.53 a year
- Part-time
- Continuous improvement
- Hospice
- Analytics
- Free parking
- Annual leave
Quick apply
Company Accountant
Sam Gilpin Demolition Ltd —Newton Abbot
- £50,000 a year
- Part-time
- Analysis skills
- Presentation skills
- Team management
- Annual leave
- Flexible schedule
Quick apply
Service Group Accountant (Medical Services)
Somerset NHS Foundation Trust —Taunton
- £57,528 - £64,750 a year
- Full-time
- Supervising experience
- Annual leave
- Employee discount
4d
Energy Assistant
University of Exeter —Exeter
- £30,878 - £31,736 a year
- Hybrid work
- Annual leave
14d
Outbound Logistics Manager
Wilton Bradley Ltd —Newton Abbot
- £40,000 a year
- Full-time
- Analysis skills
- Continuous improvement
- In-person
- Free parking
- Employee discount
Quick apply
11d
Commercial Account Handler
Howden Group Holdings —Newton Abbot
- Full-time
- Hybrid work
- Employee discount
Accounts Senior - Legal Clients
PKF Francis Clark —Exeter
- Hybrid work
Finance Manager
Swanky —Exeter
- Full-time
- Hybrid work
- AI
- Communication skills
- Employee assistance programme
- Flexible schedule
Quick apply
OUTBOUND LOGISTICS MANAGER(DIRECT-TO-CONSUMER)
Wilton Bradley —Newton Abbot
- £40,000 a year
- Full-time
- Analysis skills
- Continuous improvement
- Free parking
- Sick pay
11d
Laboratory Scientist
South West Water —Exeter
- £28,338 - £35,599 a year
- Laboratory experience
- Analysis skills
- Continuous improvement
- Employee assistance programme
- Employee discount
10d
Warehouse & Logistics Coordinator
Taytech Environmental Ltd —Exeter
- £30,000 - £35,000 a year
- Full-time
- Forklift
- Continuous improvement
- Travel
- Free parking
Quick apply
5d
Finance Business Partner (Senior Commercial Finance Manager)
PKF Francis Clark —Torquay
- Hybrid work
- Team management
- Training & development
Finance Assistant
Civic Recruitment Limited —Taunton
- £17.24 an hour
- Full-time
- Hybrid work
- Customer service
- Analytics
Quick apply
11d
Complaints Handler
Baker Snell —Exeter
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Phone etiquette
- Free parking
- Health & wellbeing programme
Quick apply

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Financial Adviser/Financial Planner

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary

Quick apply

Job details

Full-time
£50,000 - £70,000 a year

Benefits

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

Qualifications

Investment
Financial Conduct Authority guidelines
Financial planning
Financial advisory experience
Client engagement
Financial analysis
Business development
Relationship management
Communication skills

Full job description

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, 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 Financial Planner 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. We also have an attractive discretionary bonus scheme.

In additional to these great employee benefits, we also are super 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. Provide personalised financial advice - Speak with clients to assess their financial objectives, investment preferences and risk tolerance. Understand their current financial situation, tax status and develop customised financial plans tailored to their needs and objectives.

2. Conduct comprehensive financial analysis - Obtain and analyse financial information received from clients, including income, assets, investments, expenses and debts, to evaluate clients' financial health and status. Identify areas for improvement, risks and opportunities.

3. Offer financial recommendations - Utilise your knowledge of financial markets, investment products and asset allocation strategies to provide, with the help of our admin and paraplanning team, informed investment recommendations and projections to clients. Educate, coach and help clients make well informed decisions with their portfolios. Answer client questions about financial plans and strategies.

4. Monitor and review client portfolios - Regularly review client portfolios to ensure they remain aligned with their financial goals. Monitor market trends, economic indicators and changes in investment strategies to make necessary adjustments and maximise returns within risk parameters.

5. Provide retirement planning guidance - Assist clients in planning for their retirement by evaluating their retirement goals, estimating future income needs and recommending appropriate retirement savings and investment strategies.

6. Educate clients - Clearly explain complex financial concepts and investment options to clients, ensuring they have a solid understanding of their financial plans. Help clients develop financial literacy and empower them to make informed decisions.

7. Stay updated on FCA financial regulations and industry trends - Keep on top of relevant FCA financial regulations, tax laws, market trends and industry developments. Continuously expand your knowledge and expertise to provide up to date, relevant and accurate advice.

8. Build and maintain client relationships - Establish and nurture long term relationships with clients based on trust, professionalism and exceptional service. Proactively communicate with clients to provide updates, address concerns and adapt financial plans as needed.

9. External relationships - Seek and develop new external business relationships and opportunities.

10. 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.

We are looking for a Financial Planner with a minimum of 5 years’ experience and who is chartered or working towards chartered status. An entrepreneurial mindset with a deep understanding of the financial markets and an in depth knowledge of the financial planning principles, investment strategies, asset allocation, retirement planning and tax considerations. Excellent interpersonal and communication skills with the ability to explain financial concepts clearly to clients with varying levels of financial literacy. You will need to have high standards and a commitment to acting in the best interests of clients to achieve good client outcomes. With proven experience as a Financial Planner demonstrating a successful track record in providing financial advice and managing client portfolios, you must be able to work within defined business processes, FCA regulatory requirements and compliance standards in the financial industry holding a valid ‘Statement of Professional Standing’ (SPS).

Please send a covering letter with your application.

We look forward to hearing from you.

No agencies please.

Salary dependant on experience.

Job Type: Full-time

Pay: £50,000.00-£70,000.00 per year

Benefits:

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

Application question(s):

Do you hold a valid SPS?
Please send a covering letter with your application.

Experience:

financial planning: 5 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial analysis jobs in sidmouth, dev

Financial Adviser/Financial Planner

Assistant Finance Business Partner (Income)

GBP 8278 Trainee Assistant Management Accountant

Finance Analyst

Accounts Manager

Chief Executive Officer

HR Systems and Data Lead

Company Accountant

Service Group Accountant (Medical Services)

Energy Assistant

Outbound Logistics Manager

Commercial Account Handler

Accounts Senior - Legal Clients

Finance Manager

OUTBOUND LOGISTICS MANAGER(DIRECT-TO-CONSUMER)

Laboratory Scientist

Warehouse & Logistics Coordinator

Finance Business Partner (Senior Commercial Finance Manager)

Finance Assistant

Complaints Handler

I want to receive the latest job alerts for financial analysis in sidmouth, dev

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