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Taunton Financial Advisor jobs (13 local vacancies)
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...An RDR-compliant, long-established IFA practice with a history of looking after their employees are currently seeking an experienced Financial Advisor to join its new team in Taunton. This excellent opportunity comes with an active high-net worth client book so transferable clients are not a necessity. You will be providing holistic advice to this client bank but also expected to source new...
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...Position: Part Sales Advisor / Parts Advisor Location: Exeter Commercial Vehicle Repair Base Salary: £450 per week Employment type: Full Time Permanent automotive vacancy Due to our continued growth, we are looking for an experienced Parts Sales Advisor to join our team. Ideally you will have worked in the automotive industry and understand selling car or commercial vehicle parts to the trade...
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...A leading Bristol law firm in Bristol requires a paralegal to join its litigation department to undertake professional negligence claims. Working under supervision you will be working upon insurance clients` files defending claims against solicitors, accountants, architects, surveyors, financial advisors and stock brokers. The position will require obtaining witness statements, assessing claims...
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...Life office require a Financial Advisor to coverBristol area.Basic salary...
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...Based near Bristol we are looking for an operational risk advisor to assist in the running of the core risk management process across the company and ensure MI is available to the stakeholders to manage risk appropriately across the business. You will collate key risk Matrix for MI to present back to stakeholders and conduct control risk assessments workshops. You will also prepare and contribute...
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... issues, building trust and responding quickly to client needs. You would also be expected to contribute to profitable development of business by assisting in winning new clients, cross selling additional services and recurring work from clients.Key Responsibilities:? Setting up client meetings? Researching financial products? Meeting sales targets?...
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IFAVarious CompaniesWe are currently working on behalf of three of the leading wealth management companies in the country who are currently in a growth phase. They are looking to continue this growth through the acquisition of a number of high levels IFAs.On joining one of these businesses, you will gain the additional benefits of being associated with the most prestigious companies in the market...
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...Do you want to work for a company that recognises and rewards your hard work and success?This is an exciting opportunity to work at a very well known and established accountants and financial advisors. You will be responsible for managing and delivering strategic tax planning and high level business tax compliance on matters such as tax efficient financing, mergers, acquisitions and disposals...
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...Our client, a leader of the wealth management companies in the country are currently in a growth phase. They looking to continue this growth through the acquisition of a number of high level Independent Financial Advisers.On joining one of these businesses you will gain the additional benefits of being associated with the most prestigious companies in the market, both for yourself and for your...
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...Our client, a leader of the wealth management companies in the country are currently in a growth phase. They looking to continue this growth through the aquisition of a number of high level Independant Financial Advisors.On joining one of these businesses you will gain the additional benefits of being associated with the most prestigious companies in the market, both for yourself and for your...
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...Based in Exeter, our Client, a leading Broker of Financial Services products are seeking a Sales Advisor to join their team. Predominantly working on the protection side you would be pro active in converting quotation requests into New Business. This is a brand new position within the Company, offering excellent prospects including growing your own team and shaping the role accordingly. Your...
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...Based in Exeter, our Client, a leading Broker of Financial Services products are seeking a Sales Support Administrator to join their team. Predominantly working on the protection side you would provide a full support function to the Advisors. You role will include the following responsibilities: Processing of New Business applications Checking paperwork for accuracy Submitting applications...
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...Based in the South West the successful candidate will have financial services and compliance audit experience. This is a great opportunity to be apart of a developing and dynamic team that has recently adopted a new ''risk based'' approach. Roles will be home based and will require auditors to travel around the region ( Midlands/ South East) visiting Advisors/Firms at their premises to conduct...
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