19 Finance Jobs in Wellington (wellington Somerset)(Financial Services)

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Paraplanner

3 days ago by Synchronicity Group

Are you a detail-oriented, client-focused Paraplanner ready to take the next step in your career? We’re looking for a skilled Paraplanner to join a thriving financial services team of a regional Chartered financial planning firm. Your Day-to-Day: Tra...

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Financial Advisor

This employed, Independent Financial Adviser job provides opportunity to join a boutique, IFA firm due to continued growth across the business. Our client is based on the Devon / Somerset border, so happy to consider Financial Advisers based in Devon...

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Office Manager

Office Manager Location: Taunton, UK Job Type: Full-time, Monday to Friday 9am to 5pm. Salary: Circa 45,000, plus benefits This is an excellent opportunity to work as an Office Manager for a well-established IFA practice in Taunton. This is a brand-n...

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New Build Mortgage Advisor

9 April by Consegna

Mortgage Advisor Build Advisor (Covering the Somerset Region) 27,000 - 35,000 (DOE) Basic Commission - Realistic OTE 50,000 - 80,000 Are you finding the quality of leads you are being provided isn’t what it used to be? Do you want to receive an abund...

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Financial Adviser - Existing Client Book & Growth Opportunity

9 April by mbf.

Financial Adviser - Existing Client Book & Growth Opportunity Salary: Competitive, tailored to the right candidate Bonuses and Benefits A rapidly growing, well-backed financial planning firm is looking to recruit an experienced Financial Adviser to t...

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Financial Planner

Basic Up to 60k Package Paraplanning Clients & Lead Generation Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division . Due to considerable growth and expansion plans this larg...

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Financial Planner

Home Based Employed Financial Planner - Clients Provided, client recruiting now 50,000 - 80,000 Basic Car allowance pension Quarterly bonuses Our Client one of the most popular and well known blue chip firms in the country are expanding their unique ...

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Senior IFA

Our client is based in Taunton and are a long established HNW IFA with a large HNW private and corporate client base. An opportunity has arisen for a Senior IFA to join the existing team. You will be providing holistic financial advice to HNW private...

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Financial Planning Administrator

Our client is a progressive IFA / Wealth Management company, looking for a Financial Planning Administrator to join their team in Taunton. You will be required to work in collaboration with Financial Advisers and other colleagues to process new and e...

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IFA Admin

2 April by Fram Search

IO experience Administration support Career progression Fram are working on a great opportunity to join a growing Financial Planning firm based in Somerset. Our client is looking to hire an IFA administrator to provide comprehensive administrative su...

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IFA Sales Support Administrator

Our client is a long-established award-winning IFA. Due to restuctre, they are now looking for an IFA Sales Support administrator to join their existing support team. The role will be to provide support to the paraplanners and chartered financial wea...

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Paraplanner

Role Nigel James Associates are excited to be working with a leading and well-established financial planning business who are looking for an experienced Paraplanner to join their growing team. The role will be to support two Advisers alongside two Ad...

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IFA Adminisrator

My client is a progressive IFA / Wealth Management company, with a reputation as a great place to work. They are looking for a meticulous and organised IFA Administrator to join their team. The ideal candidate will be proficient in administrative tas...

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Head of Paraplanning

31 March by Fram Search

Diploma qualified Hybrid Knowledge of IO Fram are working on a great opportunity to join a growing Financial Planning firm based in Somerset. Our client is looking to hire a Head of Paraplanner with previous experience as a senior PP or team Leader t...

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Head of Paraplanning

Head of Paraplanning Taunton Mon - Fri ( 1 day working from home ) 45,000 - 50,000 plus bonus and benefits. A Wealth Management firm with an enviable reputation for providing client led, first class Independent Financial Advice have an opening for He...

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Financial Advisor

Financial Advisor - Clients Provided, Lead generation Support - client recruiting now Basic 50,000 - 65,000 bonuses car package benefits - 100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their u...

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Financial Planner

Basic Up to 80k Package Paraplanning Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expandin...

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Financial Advisor

25 March by Tate Professional

Financial Advisor - (Must have experience working with education professionals) Location: Taunton, Hybrid Working Salary: Basic Salary up to 50,000 DOE with a generous bonus scheme. Achievable OTE of 100k year one and 160k year two onwards. Are you a...

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Mortgage Advisor

Are you a current or previous Mortgage Advisor looking to join a business with no micromanagement? In this role as a Mortgage Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by th...

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