Planner Work, Jobs in Abbey, 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
14d
Demand Planner
Novanta —Taunton
- Full-time
- Analysis skills
- Continuous improvement
- Analytics
Inventory Planner
2 Sisters Food Group —Willand
- £14.60 an hour
- Overtime
- English
- Continuous improvement
- Quality control
- Free parking
- Employee assistance programme
Quick apply
9d
Controller/Planner (Patient Care Transport Co-ordinator)
EMED Group —Wellington
- £13.63 an hour
- Full-time
- Nursing home
- Customer service
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
Site Planner
Bilfinger SE —Bridgwater
- Full-time
- Communication skills
Planner
Gallifordtry —Exeter
- Full-time
- Presentation skills
- Construction experience
- Communication skills
- Employee assistance programme
- Employee discount
Senior Planner
Tilbury Douglas —Exeter
- Full-time
- Communication skills
- Annual leave
- Employee assistance programme
Funding Administrator
Accountancy Learning Ltd —Exeter
- £18,195 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- English
Quick apply
9d
Area Planner
Cooper Moss Rutland —Bridgwater
- Full-time
- Continuous improvement
- No degree
- Employee discount
Planner (Commissioning)
Assystem —Bridgwater
- Hybrid work
- Engineering
- Continuous improvement
- Communication skills
- Annual leave
- Flexible schedule
MEH Area Planner
Cooper Moss Rutland —Bridgwater
- Full-time
- Communication skills
- Employee discount
Project Planner - Equipment Installation
ALTEN —Bridgwater
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Bachelor's degree
- Employee assistance programme
- Life insurance
Quick apply
Construction Planner
Mactech Energy Group —Bridgwater
- £584.11 a day
- Engineering
- Microsoft Office
- Continuous improvement
Project Planner
TMS Ltd —Dawlish
- Hybrid work
- Civil engineering
- Microsoft Excel
- Engineering
Quick apply
Lead Planner - Regional Civils
Balfour Beatty —Exeter
- Hybrid work
- Civil engineering
- Continuous improvement
- Mentoring
- Annual leave
Administrator
Durateam Environmental —Exeter
- £15 an hour
- Microsoft Outlook
- Administrative experience
- Organisational skills
Quick apply
Senior or Principal Transport Planner
Stantec —Taunton
- Engineering
- Analysis skills
- Mentoring
14d
Construction Planner
Assystem —Bridgwater
- Hybrid work
- Engineering
- English
- In-person
- Annual leave
- Work from home
Insolvency Administrator or Senior Insolvency Administrator
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Employee assistance programme
Delivery & Installation Driver 3.5T
The Sofa Delivery Company —Cullompton
- £13.67 an hour
- Full-time
- Customer service
- No experience needed
- Paid training
- Annual leave
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
14 days ago

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

planner jobs in abbey, dev

Financial Adviser/Financial Planner

Demand Planner

Inventory Planner

Controller/Planner (Patient Care Transport Co-ordinator)

Site Planner

Planner

Senior Planner

Funding Administrator

Area Planner

Planner (Commissioning)

MEH Area Planner

Project Planner - Equipment Installation

Construction Planner

Project Planner

Lead Planner - Regional Civils

Administrator

Senior or Principal Transport Planner

Construction Planner

Insolvency Administrator or Senior Insolvency Administrator

Delivery & Installation Driver 3.5T

I want to receive the latest job alerts for planner in abbey, dev

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