Job Description A well-established IFA firm in Taunton has a vacancy for an innovative Adviser to come in and provide holistic financial advise to a range of individuals. You will be responsible for both an active client bank and for following up leads from the will writing side of the business. While advice will be across the board, it is essential that you are familiar with a range of retirement planning...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
You will be working with a team of consultants who provide holistic financial planning advice across Investment Management, Life Insurance, Corporate Pensions and Tax Planning for a high-net worth client portfolio. The role will include technical research, preparing suitability letters and annual reports, as well as attending client meetings. This is a brilliant opportunity to work for a genuinely client-focused practice offering a realisti...
Organisation Description A well-established IFA firm in Bridgwater has a vacancy for an innovative IFA to come in and provide holistic financial planning to a range of this growing company's clients. Job Description You will be responsible for both an active client bank and for advising high net worth individuals from a recently acquired client bank.<...
£30k basic + car allowance + Package - £53k on target earnings Our client is one of the UK's top specialists in Equity Release and Home Reversion plans is looking for an additional face to face adviser to be based from home. Your role will be to visit customers in their homes to provide quality equity release advice to clients and agree their needs and aspirations. You will then searc...
Job Description Our client, a well-established Chartered Accountants with a rapidly expanding Financial Services arm, is seeking a couple of advisers to help provide excellent financial advice to its expanding client bank. Based in Taunton, the newly created roles can be either office or home based (throughout the South West), and are self-employed. However, a large number of excellent leads are supplied, ...
Organisation Description My Client is a leading South West IFA based in Taunton and are a highly regarded accounting, tax and business advisory firm. Job Description Main tasks: - Compilation of client reports - Managing the whole process of reviewing clients needs - Assessing outstanding information required to pr...
Organisation Description My client is one of the biggest and most reputable firms in the area providing whole of market advice specialising in Wealth Management. As well as Investment and Pension advice my client also offers a comprehensive service including Estate Planning, Inheritance Tax mitigation, Trust Planning, School Fees Planning & Protection both personal and professional <s...
Organisation Description My client is one of the biggest and most reputable firms in the area providing whole of market advice specialising in Wealth Management. As well as Investment and Pension advice my client also offers a comprehensive service including Estate Planning, Inheritance Tax mitigation, Trust Planning, School Fees Planning & Protection both personal and professional <s...
Financial Services Administrator Location: Taunton Salary: £16,000 - £20,000 This is an excellent opportunity to join a company in the financial services industry. Their client base focuses around looking after private clients and the directors of SME's. Fully RDR ready with a fee structure in place, this company brings a refreshing approach to advising upon and dealing with its clients assets <br /...
Responsibilities- Dealing with the completion of annual accounts and tax computations, for both incorporated and unincorporated businesses and sole traders - Preparing individual business and company tax computations and returns - Ensuring that accounting records for clients are maintained and kept up to date - Dealing with the completion of quarterly VAT returns - Dealing with the completion of sub-contractors end of year returns and ensuring ...
Our client has a wealth of high profile clients that provide varied, interesting and challenging work. Many of our technicians and accountants come directly from farming backgrounds and so have a true understanding of the issues and challenges that face this sector.Due to the growth, success and progressive culture of the firm, career progression is a very real prospect. Your high performance will be recognised, nurtured and rewarded. There is ...
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
Are you a level 4 qualified. Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to off...
Organisation Description Our well-established client has recently been selected to offer exclusively IFA advice to up to 200,000 members of an affinity group which represents the highest earners in the UK, of which a large percentage earn well in excess of £100,000 pa. The company therefore has an excellent opportunity for a talented IFA to join its ranks and offer sound financial advice to this huge number of profess...
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
£30k basic + car allowance + Package - £53k on target earnings Our client is one of the UK's top specialists in Equity Release and Home Reversion plans is looking for an additional face to face adviser to be based from home. Your role will be to visit customers in their homes to provide quality equity release advice to clients and agree their needs and aspirations. You will then searc...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
Our client is a leading Global Bank and they are looking to expand their team of Wealth Management BDM's This role is offering your suite of investment solutions to a large existing established portfolio of both IFA's and Charities including some appropriate Funds, which will complement the existing range of structured products A Business development Manager (BDM) is responsible for all third party distribution of Investme...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
Mortgage Consultant Area: Taunton & Surrounding area Basic salary £20,000 - £35,000 + Benefits Countrywide is the UK’s largest and most successful estate agency and property services Group. Our Mortgage Consultants are based in a network of over 1300 branches operating under 46 local high street brands. We are currently looking to recruit experienced Mortgage Consultants to wor...
-
Date: 1 May
-
Taunton, Somerset
-
£40,000 - £60,000 per annum, inc benefits
-
1 application
Organisation Description My client is an industry leading firm of financial services professionals with a reputation for delivering a first class service to both private and corporate clients. They currently have a vacancy for a diploma qualified independent financial consultant to grow an existing bank from their Clifton office. The vacancy is open due to both expansion and a retirement ahead of RDR. <stro...
£30k basic + car allowance + Package - £53k on target earnings Our client is one of the UK's top specialists in Equity Release and Home Reversion plans is looking for an additional face to face adviser to be based from home. Your role will be to visit customers in their homes to provide quality equity release advice to clients and agree their needs and aspirations. You will then searc...
