Financial adviser Work, Jobs in Budleigh Salterton, 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
IP Claims Assessor
The Exeter —Exeter
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Analysis skills
2d
Debt Adviser (Crisis and Resilience Fund)
Citizens Advice South Hams —Totnes
- £28,068 - £32,370 a year
- Part-time
- Hybrid work
Quick apply
10d
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Paraplanner
Quilter —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
13d
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
13d
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
Crisis and Resilience Caseworker
Citizens Advice —Exeter
- £26,643 - £29,914 a year
- Hybrid work
- Travel
- IT
- Negotiation
Mortgage Adviser
Partnership Recruitment —Heavitree
- Hybrid work
- School
MSK Physiotherapist
Bupa —Exeter
- Up to £45,000 a year
- Part-time
- Time management
- Gym membership
- Life insurance
Quick apply

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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

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 budleigh salterton, dev

Financial Services Trainee Paraplanner

IP Claims Assessor

Debt Adviser (Crisis and Resilience Fund)

Financial Planning Administrator

Paraplanner

Financial Adviser

Client Manager

Assistant Manager

Accounts Manager

Crisis and Resilience Caseworker

Mortgage Adviser

MSK Physiotherapist

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

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