Financial Adviser jobs in Tiverton
View similar jobs with this employerFrancis Clark LLPExeter EX2 7XE- Company pension
- Paid volunteer time
- Cycle to work scheme
- Discounted gym membership
- Support the team with financial reporting data and preparation of timely billing.
- Support the day-to-day operational running of the Business Advisory department…
View similar jobs with this employerMet OfficeHeavitree EX1 3PB- Evidence of providing expert financial advice to Senior Managers dealing with complex financial issues and reaching appropriate business solutions (Expert by…
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View similar jobs with this employerBenefact GroupTaunton- Working hours: 35 hours per week, Monday to Friday.
- Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Commercial Insurance Adviser to…
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View similar jobs with this employerBenefact GroupTaunton- Working hours: 35 hours per week, Monday to Friday.
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- QuilterExeter
- Win new clients through your professional network (accountants, solicitors, corporate advisers) and Quilter referrals, converting enquiries into new…
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- Charles StanleyExeter
- Deliver expert financial planning and wealth management advice to private clients.
- At least 5 years of experience delivering holistic financial planning advice.
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- NFP People LimitedSidmouth EX10 0NU
- Free parking
- Company pension
- Able to demonstrate competent experience in the analysis, interpretation and reporting of high volumes of complex financial data.
- Salary: £34,425 per annum.
- Partnership RecruitmentHeavitree EX1 1TS
- Full Leads provided from multiple estate agencies.
- Financial support options build around you.
- Fast and reliable commission payments.
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- Swiss Life Global SolutionsExeter
- Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver…
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- Open Vision FinanceTaunton TA1 2LR
- Client Consultation: Conduct thorough consultations with clients to understand their financial needs, circumstances, and goals.
- Open Vision FinanceTaunton TA1 2LR
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- Open Vision FinanceTaunton TA1 2LR
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- Open Vision FinanceTaunton TA1 2LR
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- BoulterBowen WealthCareExeter EX5
- Core paraplanner duties including assisting in preparing for meetings, completing meeting workbooks and application forms.
- Job Types: Full-time, Permanent.
- Evelyn PartnersExeter EX1 1QA
- Proven experience working in the financial planning/ wealth industry.
- To provide full administrative support to Financial Planners, ensuring client satisfaction…
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View similar jobs with this employerFrancis Clark LLPTaunton TA1 2PX- Company pension
- Paid volunteer time
- Cycle to work scheme
- Car scheme
- Expert led webinars on mental, physical and financial wellbeing.
- Shape and sense-check financial planning strategies, including more complex cases.
Job Post Details
Administrator - job post
Job details
Job type
- Permanent
- Full-time
Location
Benefits
Pulled from the full job description
- Company pension
- Paid volunteer time
- Cycle to work scheme
- Discounted gym membership
Full job description
In a nutshell
This role is perfect for an outgoing administrator with an interest working in a fast-paced corporate environment. You’ll be joining an efficient, supportive team whose aim is to deliver outstanding value and effective support to the Business Advisory department. If you enjoy tackling new challenges, managing a variety of tasks simultaneously, and working with a diverse team, this position will provide you with the perfect opportunity to develop skills and grow professionally.
What you'll be doing day to day
- Support the day-to-day operational running of the Business Advisory department
- Update and maintain workforce planning software
- Support the team with financial reporting data and preparation of timely billing
- Delivery of an excellent client service through the provision of a variety of administrative tasks such as preparing letters and document packs for approval and submission
- Manage the Client journey through regulatory processes in accordance with Anti-Money Laundering Legislation
- Manage client data systems collaboratively with other service lines across the Firm
- Maintenance of quality management and risk compliance procedures
About you
In addition to your background working as an administrator, your exceptional communication skills, and the ability to adapt to suit the audiences you’ll be supporting, you’ll add value to the team with these skills:
- Proactive, efficient, organised, and comfortable working both independently and as part of a team
- Strong attention to detail and ownership for the delivery of high-quality work
- Excellent organisational skills with the ability to use own initiative and have problem-solving skills
- Effective time management skills and the ability to prioritise work
- Competent at using Microsoft packages and a willingness to learn Audit specific software’s
Why work at PKF Francis Clark
As the largest firm of independent chartered accountants and business advisers in South West England, PKF Francis Clark offers a breadth of opportunities to develop your career in the way that’s right for you.
Established in 1919, we’ve grown to a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro. This means we’re big enough to do challenging work for exciting clients, but small enough to maintain our friendly and supportive culture.
We work hard to ensure you can belong, be yourself and be brilliant as part of a forward-thinking team. This includes our focus on wellbeing and learning and development has been recognised nationally.
For the past three years, PKF Francis Clark has been certified as a Great Place to Work and ranked among the UK’s Best Workplaces. In 2025, we climbed four places to 20 out of 100 large organisations on this prestigious list.
We’re also in the UK’s top 10 Best Workplaces for Women (6 out of 100 large organisations), as well as being ranked among the Best Workplaces for Wellbeing (35 out of 100), Best Workplaces for Development (24 out of 100) and Best Workplaces in Consulting and Professional Services.
All these lists are compiled by workplace culture experts Great Place to Work. Our rankings are a direct result of feedback from our people in a confidential, independent annual survey.
The success rates of our trainees mean we’re also ranked 33rd in The Sunday Times Top 100 Apprenticeship Employers 2025.
While we’re proudly independent, we collaborate with colleagues around the world to enable our clients to succeed. PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of this international network provides opportunities to connect with like-minded accountants and business advisers in 150 countries.
Your core benefits
- Pension
- Group life assurance - up to four times your core salary
- Group income protection
- Health cash plan to help cover the costs of everyday healthcare
- Option to buy 5 extra days holiday*
- Counselling and support for you and your immediate family
- Virtual GP for you and your immediate family
- Cycle to work*
- Medicash Extras providing you with shopping and gym discounts
- Gifts for career and family milestones
- One volunteering day per year to support local organisations
- Emergency funding from the Francis Clark Charitable Foundation
Please note
- These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage.
Additional information
Please be aware that the job title used internally may not align exactly with the title displayed in this advert
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