Financial accountant Work, Jobs in Ottery Saint Mary (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
GBP 8278 Trainee Assistant Management Accountant
University of Exeter —Exeter
- £28,029 - £30,339 a year
- Hybrid work
- Analysis skills
- University
- Presentation skills
6d
Service Group Accountant (Medical Services)
Somerset NHS Foundation Trust —Taunton
- £57,528 - £64,750 a year
- Full-time
- Supervising experience
- Annual leave
- Employee discount
3d
Accounts Manager
Portal Pizza —Exeter
- £15 - £18 an hour
- Part-time
- Accounting
- Financial services
- In-person
- Employee discount
Quick apply
7d
Bookkeeper (Technician), Outsourced Finance
Albert Goodman LLP —Taunton
- Hybrid work
- Customer service
- Organisational skills
- Employee assistance programme
Financial Controller - Renewable Gases UK
ENGIE —Exeter
- £64,000 - £80,000 a year
- Hybrid work
- Leadership
- Communication skills
5d
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
Finance Analyst
Howmet Aerospace —Exeter
- Continuous improvement
- Organisational skills
Quick apply
Qualified Senior Accountant
Moore Scarrott —Taunton
- Full-time
- Mentoring
- In-person
- Training & development
- Free parking
- Referral programme
Quick apply
3d
Assistant Management Accountant
Empower Family Group —Taunton
- £30,000 - £35,000 a year
- Full-time
- Data analysis skills
- Communication skills
- Free parking
- Employee assistance programme
Quick apply
10d
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
Accounts Semi Senior, Charities
Albert Goodman LLP —Taunton
- Part-time
- Hybrid work
- Accounting
- Employee assistance programme
Finance Business Partner (Senior Commercial Finance Manager)
PKF Francis Clark —Exeter
- Hybrid work
- Team management
- Training & development
Senior / Assistant Manager (Trust Accounts)
PKF Francis Clark —Exeter
- Hybrid work
Administrator
PKF Francis Clark —Exeter
- Administrative experience
- Organisational skills
- Communication skills
7d
Senior Paraplanner
PKF Francis Clark —Taunton
- Hybrid work
6d
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Mentoring
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
Assistant Manager, Personal Tax
Albert Goodman LLP —Taunton
- Mentoring
- Communication skills
- Tax experience
- Employee assistance 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

financial accountant jobs in ottery saint mary

Paraplanner/IFA Report Writer

GBP 8278 Trainee Assistant Management Accountant

Service Group Accountant (Medical Services)

Accounts Manager

Bookkeeper (Technician), Outsourced Finance

Financial Controller - Renewable Gases UK

Company Accountant

Finance Analyst

Qualified Senior Accountant

Assistant Management Accountant

Accounts Senior - Legal Clients

Finance Manager

Accounts Semi Senior, Charities

Finance Business Partner (Senior Commercial Finance Manager)

Senior / Assistant Manager (Trust Accounts)

Administrator

Senior Paraplanner

Assistant Manager

Assistant Manager, Personal Tax

Financial Planner

I want to receive the latest job alerts for financial accountant in ottery saint mary

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