financial adviser Work, Jobs in tiverton, dev (with Salaries)

Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
Quick apply
10d
Personal Wealth Adviser
Lloyds Wealth —Taunton
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
4d
Independent Financial Adviser
James and Associates Financial Services Ltd —Minehead
- £45,000 - £55,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
Quick apply
10d
Newly Qualified Accountant - Corporate Finance
Old Mill —Exeter
- Hybrid work
- Annual leave
- Employee assistance programme
2d
Corporate Finance Associate
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Clinical Scientist - Diagnostic Radiology and Radiation Protection
Somerset NHS Foundation Trust —Taunton
- £49,387 - £56,515 a year
- Full-time
- Doctoral degree
- Master's degree
- Bachelor's degree
- Annual leave
- Employee discount
Customer Service - Senior Personal Banker
National Westminster Bank PLC —Exeter
- From £28,475 a year
- Full-time
- Customer service
- Organisational skills
- Communication skills
- Annual leave
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Team Leader - Financial Planning Support
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Mentoring
- Organisational skills
- Employee assistance programme
- Employee discount
Quick apply
Paraplanner
Quilter —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
11d
Accounts Manager
Westcotts Chartered Accountants and Business Advisers —Axminster
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Leadership
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Tax Advisor – Rural Succession & Advisory
Evolution ABS —Wellington
- From £30,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Tax experience
- Free parking
- Profit sharing
Quick apply
5d
Senior or Assistant Manager, Quality, Risk & Compliance
Albert Goodman LLP —Taunton
- Full-time
- Organisational skills
- Communication skills
- Employee assistance programme
Self-Employed - Mortgage and Protection Adviser
Open Vision Finance —Taunton
- Sales
- Financial services
- Communication skills
- Work from home
Crisis and Resilience Caseworker
Citizens Advice —Exeter
- £26,643 - £29,914 a year
- Hybrid work
- Travel
- IT
- Negotiation
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
2d
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
2d
Customer Service Adviser
Benefact Group —Taunton
- From £25,000 a year
- Full-time
- Customer service
- Communication skills
- Annual leave
- Sick pay
2d
Skills and Qualifications:
Open Vision Finance —Taunton
- Sales
- Financial services
- Communication skills
- Work from home
Additional Benefits:
Open Vision Finance —Taunton
- Sales
- Financial services
- Communication skills
- Work from home

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Financial Services Trainee Paraplanner

BoulterBowen WealthCare
Exeter

Quick apply

Job details

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

Benefits

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

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

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

financial adviser jobs in tiverton, dev

Financial Services Trainee Paraplanner

Personal Wealth Adviser

Independent Financial Adviser

Newly Qualified Accountant - Corporate Finance

Corporate Finance Associate

Clinical Scientist - Diagnostic Radiology and Radiation Protection

Customer Service - Senior Personal Banker

Financial Planning Administrator

Team Leader - Financial Planning Support

Paraplanner

Accounts Manager

Tax Advisor – Rural Succession & Advisory

Senior or Assistant Manager, Quality, Risk & Compliance

Self-Employed - Mortgage and Protection Adviser

Crisis and Resilience Caseworker

Assistant Manager

Client Manager

Customer Service Adviser

Skills and Qualifications:

Additional Benefits:

I want to receive the latest job alerts for financial adviser in tiverton, dev

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