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Date: 4 days ago
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Plymouth, Devon
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£17,000 - £24,000 per annum
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0 applications
Mortgage Adviser - Plymouth Up to £24k basic A Mortgage Adviser is required to work in Plymouth for the financial arm of one of the UK’s most prominent estate agencies. Working in this busy branch, successful applicants will enjoy a fast paced and lively environment and a rewarding commission structure as well as a comfortable basic. Key Points: Excellent Leads Provided Good Commission ...
FPSG has an exciting opportunity with a leading Investment Management client. Our client is one of the most highly regarded and revered Wealth Managers in the UK and is looking to expand their team in Devon/Cornwall. It offers unparalleled client service in addition to long term client focus. Your career will flourish what with excellent future prospects and market leading financial...
If you are a high-calibre professional Financial Adviser with a transferable client bank, this promising vacancy is an opportunity for significant career advancement. A prestigious IFA with offices throughout the UK are seeking an ambitious and proven IFA to join their rapidly expanding operation in Exeter. Clients/leads are provided but a small transferable client bank would be desirable. All administration and Paraplanning is provided lea...
£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 ...
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Date: 14 May
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Exeter, Devon
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£50,000 - £100,000 per annum
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1 application
Organisation Description Our well-respected client, a nationally recognised IFA practice which has recently acquired a couple of established companies, has a vacancy for a fully qualified IFA to come in and provide fee-based financial advice to its plethora of prestigious high net worth clients. Job Description This employed role can be home-based or office-based, ideally ...
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Date: 14 May
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Exeter, Devon
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£50,000 - £80,000 per annum
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0 applications
Organisation Description Our well-respected client, a nationally recognised IFA practice which has recently acquired a couple of established companies , has a vacancy for a fully qualified IFA to come in and provide fee-based financial advice to its plethora of prestigious high net worth clients. Job Description This employed role ...
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Date: 14 May
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Plymouth, Devon
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£30,000 - £55,000 per annum, OTE
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2 applications
Organisation Description This well-established IFA in the south-west has an excellent opportunity for ambitious advisers to join its fast-growing Consultancy in Plymouth. It has been established for over a decade and has grown to become a household name with over 50 advisers covering 8 branches throughout the UK. An excellent reputation for developing customer-focussed professional re...
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Date: 14 May
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Exeter, Devon
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£25,000 - £50,000 per annum
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3 applications
Organisation Description My client is a well-established firm of Chartered Accountants , with a strong presence in the Devon market. They have built their reputation through getting close to their clients and fully understanding their needs, providing a first-class service. Due to continuing growth and development of their specialisms, they require an experienced IFA to feed off leads from pa...
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Date: 5 days ago
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Torquay, Devon
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£40,000 - £50,000 per annum
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0 applications
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...
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Date: 5 days ago
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Exeter, Devon
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£40,000 - £50,000 per annum
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0 applications
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...
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...
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Date: 14 May
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Plymouth, Devon
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£25,000 - £60,000 per annum, OTE
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0 applications
Organisation Description My client is an expanding IFA practice with a head office in Plymouth and advisers across the South-West. Its blend of a strong brand, excellent reputation in the area, and superb support and IT systems has seen it grow its number of advisers to over 25 in recent months. Job Description The company charges its clients both commission and fees and br...
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Date: 14 May
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Exeter, Devon
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£18,500 - £20,000 per annum, inc benefits
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3 applications
Job Description An experienced Claims Assessor is required for a busy but friendly team in a large Financial Services organisation based in Exeter. The purpose of this role, is to be responsible for the proactive management of a nominated portfolio of Income Protection claims. You will need to draw on information from medical professionals, claimants, employers, accountants, Inland Revenue and other ...
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Date: 14 May
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Exeter, Devon
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£18,500 - £20,000 per annum, inc benefits
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3 applications
Job Description An experienced Claims Assessor is required for a busy but friendly team in a large Financial Services organisation based in Exeter. The purpose of this role, is to be responsible for the proactive management of a nominated portfolio of Income Protection claims. You will need to draw on information from medical professionals, claimants, employers, accountants, Inland Revenue and other ...
Organisation Description My client, an established IFA in Newton Abbott with 10 advisers currently working on self-employed basis, has a vacancy for an IFA with a reasonable client bank to offer holistic financial advice to their clients either from home or from their ideally located office. Job Description In an ever changing financial en...
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Date: 6 days ago
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Exeter, Devon
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£50,000 - £80,000 per annum
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2 applications
Organisation Description A well-established IFA firm in Exeter has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals. 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. While advice will ...
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Date: 6 days ago
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Exeter, Devon
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£40,000 - £75,000 per annum
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3 applications
Organisation Description Our client, an IFA in Exeter that offers specialist impartial advice on taxation, wealth management, retirement planning and estate planning to high net worth clients, has a unique vacancy due to the forthcoming retirement of a highly successful adviser. Job Description This employed role will be office-based with a reasonable amount of travelling around ...
A leading IFA firm with offices across the South West is looking for an Advisor to join them on an employed basis providing life based holistic financial advice to clients. This is an excellent opportunity to provide your clients with a first class level of service from a firm with an excellent reputation whilst suplementing your client bank with leads generated within the company. Key responsibilties Developing a cli...
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Date: 2 days ago
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Exeter, Devon
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£40,000 - £70,000 per annum
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0 applications
Wealth Manager Our vision is to become the UK’s leading provider of wealth advice. The company are a growing, RDR compliant company, focused on delivering high quality professional advice to our clients. We are committed to the professional and personal development of our people. The client is one of the UKs leading wealth management firms and offer fee only advice to clients across the full range of fina...
Organisation Description PLEASE ONLY APPLY IF YOU ARE CURRENTLY AN IFA. My client is a reputable firm of IFAs in Newton Abbot with links to Accountants. They have wealthy, loyal clients who regularly return to them and recommend them due to their superb record of treating customers fairly. Job Description The company has a vacancy for an IFA who is pr...
Organisation Description My client is a successful and growing IFA arm of a firm of chartered accountants with an office in North Devon. They currently have a vacancy for an employed IFA to come in and service a large and continuously augmenting client bank. Job Description The company works closely with the accountants to provide holistic fee-based advice to their clients...
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Date: 2 days ago
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Exeter, Devon
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£35,000 - £50,000 per annum
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0 applications
We are pleased to be working with this well established national IFA practice which, due to expansion, currently requires an Independent Financial Advisor / Employee Benefits Advisor to provide expert advice to their Corporate clients. The candidate should be an experienced IFA used to dealing with a range of corporate clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 / Diplo...
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Date: 3 days ago
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Plymouth, Devon
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£18,000 - £20,000 per annum, negotiable, pro-rata, inc benefits, OTE
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0 applications
Mortgage Adviser – Plymouth Are you struggling with your mortgage business? Wish to be part of a vibrant team? Our client operates as one of the largest independently owned Mortgage Services Company’s throughout the UK and due to their business model are able to provide their consultants with not only a whole of market proposition but also a genuine sale and purchase lead source. Key Points: Flexi...
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Date: 16 May
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Exeter, Devon
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£45,000 - £65,000 per annum
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1 application
A National Wealth Manager is seeking to recruit Qualifed Wealth Advisors. Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver...
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Date: 11 May
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Torquay, Devon
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£40,000 - £50,000 per annum
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0 applications
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...