Financial adviser Work, Jobs in Topsham, Dev (with Salaries)

Financial Services/IFA Administrator
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £32,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
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
Finance Manager - Family Office
Oxygen House —Exeter
- Up to £50,000 a year
- Full-time
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
12d
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
Wealth Management Assistant
Tozers —Exeter
- Full-time
- Organisational skills
- Computer skills
- Communication skills
Company Secretarial Administrator
PKF Francis Clark —Exeter
- Microsoft Office
- Communication skills
13h
Administrator
PKF Francis Clark —Exeter
- Administrative experience
- Organisational skills
- Communication skills
9d
Company Secretarial Administrator (Fixed Term Contract)
PKF Francis Clark —Exeter
- Microsoft Office
- Communication skills
13h
Finance Business Partner (Senior Commercial Finance Manager)
PKF Francis Clark —Exeter
- Hybrid work
- Team management
- Training & development
Accounts Senior - Legal Clients
PKF Francis Clark —Exeter
- Hybrid work
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
MSK Physiotherapist
Bupa —Exeter
- Up to £45,000 a year
- Part-time
- Time management
- Gym membership
- Life insurance
Quick apply
Finance Manager
Swanky —Exeter
- Full-time
- Hybrid work
- AI
- Communication skills
- Employee assistance programme
- Flexible schedule
Quick apply
Senior Business Development Manager
Foot Anstey LLP —Exeter
- Full-time
- Hybrid work
- Data analysis skills
- Business development
- Analysis skills
Quick apply
Senior / Assistant Manager (Trust Accounts)
PKF Francis Clark —Exeter
- Hybrid work
Financial Services Trainee - Career Development Plan
BoulterBowen WealthCare —Exeter
- £26,000 - £28,000 a year
- Full-time
- Salesforce
- Organisational skills
- Financial services
- Life insurance
Quick apply
7d
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Mentoring
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
Paraplanner
Swiss Life Global Solutions —Exeter
- Annual leave
- Employee assistance programme
12d
Senior / Assistant Manager - Agriculture & Landed Estates Team
PKF Francis Clark —Exeter
- Hybrid work
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Training & development
- Annual leave
- Employee assistance programme
Quick apply

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Financial Services/IFA Administrator

Medical & General Independent Financial Advisers Ltd
Ottery Saint Mary

Quick apply

Job details

Full-time
£25,000 - £32,000 a year

Benefits

Free parking
Store discount
Health & wellbeing programme
Company pension
Employee assistance programme
Employee discount
Life insurance
On-site parking

Qualifications

Filing

Full job description

About us - “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 Services/IFA Administrator 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 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. General administration duties including answering the telephone, liaising with clients, dealing with the incoming and outgoing post, scanning documents, etc.

2. Processing new business - Entering business onto our systems, provider portals and following through to completion.

3. Completing application forms, processing letters of authority, requesting policy information and chasing providers for the information.

4. Admin support including typing up correspondence, letters and reports.

5. Maintaining customer files, ensuring that they are up to date and complete in accordance with procedures.

6. Ensuring all compliance procedures are adhered to on a day-to-day basis.

7. To ensure that office facilities are maintained daily - i.e. The office coffee machine.

8. 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-£32,000.00 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 (required)

Application question(s):

Please send a covering letter with your application.

Experience:

IFA administration: 2 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in topsham, dev

Financial Services/IFA Administrator

Paraplanner/IFA Report Writer

Finance Manager - Family Office

Financial Adviser/Financial Planner

Wealth Management Assistant

Company Secretarial Administrator

Administrator

Company Secretarial Administrator (Fixed Term Contract)

Finance Business Partner (Senior Commercial Finance Manager)

Accounts Senior - Legal Clients

Company Accountant

MSK Physiotherapist

Finance Manager

Senior Business Development Manager

Senior / Assistant Manager (Trust Accounts)

Financial Services Trainee - Career Development Plan

Assistant Manager

Paraplanner

Senior / Assistant Manager - Agriculture & Landed Estates Team

Client Manager

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