Financial Adviser jobs in Paignton
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16 jobs
- Cathedral AppointmentsNewton Abbot TQ12
- Prepare detailed financial reports and recommendations.
- Relevant financial qualifications are a plus.
- Conduct thorough research and analysis of financial…
- Spicerhaart1.9United Kingdom
- Realistic on target earnings of £35,000 to £40,000 per year.
- Training support package of £500 per month for your first six months of employment.
- LiveWestHybrid work in Clyst Honiton EX5 2FZ·
- The role will work as part of the Learning and Talent Team and closely with the Leadership Development Manager, developing and delivering content to leaders at…
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- Francis Clark LLPHybrid work in Exeter EX2 7XE·
- This is a great way to learn and develop technical, commercial and personal skills.
- You’ll identify key issues and risks facing a business each year and use…
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View similar jobs with this employerWestcotts Chartered Accountants and Business...Hybrid work in Exeter EX1 1NS·- Strong knowledge of financial planning software and regulatory requirements.
- Proven experience as an administrator in the financial services sector.
- Four Stages Finance LtdTeignmouth TQ14 8SW·
- Provide comprehensive administrative support to financial advisers and the team.
- Strong understanding of financial products and platforms.
View similar jobs with this employerEvelyn PartnersHybrid work in Exeter EX1 1QATypically responds within 1 day·- Proven experience working in the financial or professional services.
- We're seeking an ambitious individual to join our Financial Planning team in Exeter, you…
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- Francis Clark LLPExeter EX2 7XE·
- Minimum 3 years’ experience in financial planning, private wealth, or professional services.
- Join our long-established, highly regarded financial planning firm…
- QuilterExeter·
- Liaison with Advisers to determine the most appropriate recommendations for clients financial planning.
- The provision of in-depth reports and analysis to…
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- TC-GroupPlymouth PL6 7TLTypically responds within 4 days·
- Working with the Director of Financial Planning, you will have responsibility for providing holistic financial advice on a range of financial planning including…
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- Streets Chartered AccountantsExeter EX1 1QT·
- Provide strategic financial insights to clients to help them grow their businesses and improve their financial performance.
- PrydisExeter·
- Acting as a contact for financial advisers and the paraplanning team for technical queries.
- Assistance with onboarding new advisers and other professionals…
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- M&CoPlymouth·
- Operate till and handle financial transactions.
- A minimum of 4 hours per week.
- This is a permanent, part time vacancy that will close in 14 days at 23:59 BST.
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View similar jobs with this employerWestcotts Chartered Accountants and Business...Hybrid work in Exeter EX1 1NS·- Assist in managing financial performance of the tax department.
- The department acts for a very diverse range of clients including High Net Worth individuals,…
- Westcotts Chartered Accountants and Business...Hybrid work in Plymouth PL6 8LT·
- You will also manage the preparation of financial statements for non-audit clients.
- You will be responsible for managing, controlling, and conducting the audit…
Job Post Details
Paraplanner - job post
Newton Abbot TQ12
Permanent, Full-time
You must create an Indeed account before continuing to the company website to apply
Job details
Job type
- Permanent
- Full-time
Shift and schedule
- Monday to Friday
Location
Newton Abbot TQ12
BenefitsPulled from the full job description
- Company pension
Full job description
Highly Competitive | Hybrid | Newton Abbot
Are you an experienced Paraplanner with a passion for financial services? We are seeking a dedicated paraplanning professional to support our client's team of Financial Advisers. This is a fantastic opportunity to join a successful, friendly, and high-performing team.
Key Responsibilities for a Paraplanner:
- Collaborate closely with Financial Advisers to provide comprehensive support.
- Prepare detailed financial reports and recommendations.
- Conduct thorough research and analysis of financial products.
- Ensure compliance with industry regulations and standards.
Requirements of a Paraplanner:
- Proven experience in a similar Paraplanner role.
- Strong understanding of financial planning processes and products.
- Excellent analytical and communication skills.
- Relevant financial qualifications are a plus.
- Level 4 Diploma in Financial Services and/or working towards Level 6 Advanced Diploma.
Benefits include:
- Competitive salary, negotiable depending on experience.
- 25 days holiday, plus bank holidays.
- Pension scheme.
- Death in service benefit.
If you are an experienced Paraplanner with a positive and proactive approach who wants to work with a proactive team and deliver the best service, this is the role for you. Our client is based on the Somerset / Devon border so highly commutable from Taunton, Wellington, Exeter areas.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Jo Caine
Ref: 10805 / INDOFFICE
Job Types: Full-time, Permanent
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Newton Abbot TQ12: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Do you hold a level 4 Diploma in Financial Services and/or working towards Level 6 Advanced Diploma?
Work authorisation:
- United Kingdom (required)
Work Location: In person
Reference ID: 10805 / INDOFFICE
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