Financial Adviser jobs in Ivybridge
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10 jobs
- Capio RecruitmentPlymouthEmployerActive 2 days ago
- Experience working within a financial planning firm.
- You will be a key part of the wealth management team, working closely with the Financial advisers.
- Lloyd & Whyte LimitedHybrid work in TotnesTypically responds within 3 daysEmployerActive 2 days ago·
- Please note that whilst hybrid working is available post probation, full time office presence will be required during training. *.
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- TFA Trusted Financial AdvicePlymouthTypically responds within 1 dayEmployerActive 3 days ago·
- Previous administration experience gained within a financial services environment.
- Diary management, task management and event scheduling for both adviser and…
- Benefact GroupHybrid work in Totnes TQ9·
- We are a unique financial services organisation, owned by a registered charity, Benefact Trust.
- Salary: Up to £30,000.00 (depending on experience).
- Charles Royle and CompanyNewton AbbotTypically responds within 7 daysEmployerActive 2 days ago·
- This role is dual focused, you would work alongside the adviser team providing comprehensive administrative support, whilst working with our Compliance Manager…
- First Light UKHybrid work in LiskeardEmployerActive 2 days ago·
- A wellbeing day per financial year (1st April to 31st March).
- Access to an Employee Assistance Programme which includes a 24/7 telephone helpline offering…
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View similar jobs with this employerFrancis Clark LLPHybrid work in Plymouth PL1·- Our professional practices teams are leading specialists, supporting law firms, doctors, and a range of other professionals with all the financial information…
- Core-Asset ConsultingHybrid work in England
- Presenting work in a clear and understandable manner to clients, other advisers, and colleagues where necessary.
- John CharcolPlymouthTypically responds within 3 daysEmployerActive 2 days ago·
- Additional financial support considered for your first few months (where required).
- Our main offices are in the centre of London and Southampton with regional…
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Job Post Details
Paraplanner - job post
Capio Recruitment
Plymouth
£30,000 - £40,000 a year - Full-time
Job details
Here’s how the job details align with your profile.Pay
- £30,000 - £40,000 a year
Job type
- Full-time
Location
Plymouth
BenefitsPulled from the full job description
- Company pension
- Free parking
- On-site parking
- Private medical insurance
Full job description
Job Title: Paraplanner
Location: Plymouth
Salary: £30,000 - £40,000
The Company:
The opportunity to join a friendly, Chartered Independent Financial Advisory firm who offer professional, tailored advice to a bespoke client base. Creating and maintaining strong client relationships is a priority and every client is treated with the same high level of service. You will be a key part of the wealth management team, working closely with the Financial advisers.
Responsibilities:
- Providing support to the Financial Advisers
- Undertaking needs analysis work
- Performing research and various forms of calculations
- Preparing plan reviews
- Report and letter writing
The Required Skills:
- Level 4 Diploma in Regulated Financial Planning or working towards
- Strong understanding of Financial products
- Experience working within a financial planning firm
- Willingness to undertake industry relevant qualifications
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
“INDSBWEA”
Job Type: Full-time
Pay: £30,000.00-£40,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
- Private medical insurance
Work Location: In person
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