Company accountant Work, Jobs in Lympstone, 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
Property Management Assistant
Vickery Holman —Exeter
- £28,000 a year
- Part-time
- English
- Microsoft Office
- Administrative experience
- Health & wellbeing programme
- Referral programme
Quick apply
14d
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
Financial Controller - Renewable Gases UK
ENGIE —Exeter
- £64,000 - £80,000 a year
- Hybrid work
- Leadership
- Communication skills
5d
Payroll Manager - Any Simpkins Edwards Office
Simpkins Edwards —Exeter
- Full-time
- Hybrid work
- Team management
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
16h
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
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
Senior / Assistant Manager (Trust Accounts)
PKF Francis Clark —Exeter
- Hybrid work
Senior / Assistant Manager - Agriculture & Landed Estates Team
PKF Francis Clark —Exeter
- Hybrid work
Accounts Semi Senior
Darnells Chartered Accountants —Totnes
- Mentoring
- Organisational skills
- Communication skills
- Flexible schedule
- Referral programme
Senior Manager
Darnells Chartered Accountants —Newton Abbot
- Business development
- Organisational skills
- Computer skills
- Flexible schedule
- Referral programme
Financial Planner
Charles Stanley —Exeter
- Full-time
- Mentoring
- Leadership
- Communication skills

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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

company accountant jobs in lympstone, dev

Paraplanner/IFA Report Writer

Property Management Assistant

Company Accountant

Financial Controller - Renewable Gases UK

Payroll Manager - Any Simpkins Edwards Office

Chief Executive Officer

Accounts Senior - Legal Clients

Finance Manager

Senior / Assistant Manager (Trust Accounts)

Senior / Assistant Manager - Agriculture & Landed Estates Team

Accounts Semi Senior

Senior Manager

Financial Planner

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