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Date: Today
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Exeter, Devon
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£20,000 - £31,000 per annum
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0 applications
Portfolio Manager sought for a Financial Services/Wealth Management business in Devon in order to provide a professional investment service to clients, whilst developing existing and new client relationships. As an experienced portfolio manager you will possess a Masters in wealth management as well as practical experience in the industry to include extensive knowledge of investment management processes and techniques. With ex...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
High Court Enforcement Agent Field Based (Self-Employed or PAYE) Location: Cornwall / Devon (OTE) £22950 plus Incentives Are you an excellent negotiator? Committed to success? Are you sales/target driven and aiming to maximise your own earning potential? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's...
A world class private client investment management firm require the services of a Paraplanner to join their current set up in Plymouth. As one of the global leaders within the investment management and financial planning space, they have around £30bn of funds under management and mainly operate with private clients, trusts and charities. A truly exceptional opportunity for a paraplanner to develop their career within financi...
Our client is one of the largest independent private client investment managers in the UK. They are committed to providing a highly personal service to their clients through regular reviews. In this role you will assist with the administration of private client portfolios in accordance with the client’s individual investment objectives. Main Activities: Provide a professional service to all clients, developing existing a...
My client is an award winning firm and trusted source of financial advice in the UK. They have offices across the UK and over 200 professional advisers. They are seeking to expand their business by taking on experienced level 4 financial professionals to provide a holistic financial planning service to prospective and existing clients in the Private Wealth Department. Working within a mature and supportive environment, you will...
High Court Enforcement Agent Field Based (Self-Employed or PAYE) Location: Cornwall / Devon (OTE) £22950 plus Incentives Are you an excellent negotiator? Committed to success? Are you sales/target driven and aiming to maximise your own earning potential? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
This national wealth manager is one of the fastest growing financial planning firms in the UK and already has over 100 advisers throughout the UK across 15 offices. They are very much in growth mode and are interested in speaking to high quality advisers in England and Scotland. Offering holistic financial planning and in-house discretionary investment management, they have a highly ethical approach and an impressive number of indivi...
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Date: 4 days ago
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Exeter, Devon
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£30,000 - £35,000 per annum
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0 applications
Reporting to the Operations Finance Manager, this pivotal role as Management Accountant involves month end accounting for the Operations budget, annual budget setting, capital reporting, regulatory reporting, close collaboration with function Contract Managers along with ad hoc project work. We are looking for an exceptional candidate who can demonstrate the ability to work collaboratively and with experience in preparing, analysing ...
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Date: 4 days ago
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Exeter, Devon
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£30,000 - £35,000 per annum
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0 applications
Reporting to the Operations Finance Manager, this pivotal role as Management Accountant involves month end accounting and reporting for the Operations budget, annual budget setting, capital reporting, regulatory reporting, collaboration with the function Contract Managers to ensure financial performance and identifying efficiencies, along with ad hoc project work. We are looking for an exceptional candidate who can demonstrate the ab...
A superb opportunity has arisen in the Plymouth, Devon region for a qualified ACA, ACCA mixed, general practice professional, at client managerial level to join a leading, independent firm of chartered accountants. If you may be reviewing your careers direction, with limited options for short, medium and long term career progression and development within your current firm, the firm and role provides genuine prospects for the right candidat...
Joining as a corporate Senior Accountant, based out of the firms offices in Newton Abbot you will take responsibility for the hands on delivery of accounting services to wide and varied range of clients across differing industries and turnover ranges. As a general practicethe firmfocuses on family owned companies and owner managed businesses. You will take responsibility for the delivery and preparation of management accounts, statutory ac...
22 jobs matching this search were posted in the last week
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Date: 5 days ago
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Exeter, Devon
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£25,000 - £32,000 per annum, negotiable
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5 applications
Purpose of Role: Provide Remote Paraplanning support for Financial Advisers. Work with a variety of pension, protection and investment products in order to provide a high quality service to our clients. Duties and Responsibilities: Suitability letters. Pension Reviews and Recommendations. Investment Reviews and Recommendations. Protection Reviews and Rebroking. <...
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Date: Yesterday
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Exeter, Devon
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£25,000 - £30,000 per annum
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0 applications
Portfolio Manager Location: Exeter Salary: £25,000 - £30,000 This is an incredible opportunity to be working for one of the leading stockbroking and investment management companies in the UK that offer traditional, high-quality service to the discerning private investor. In this position you will be given great responsibility and a wide rage of duties to manage client portfolios. Duties and Require...
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Date: 5 days ago
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Exeter, Devon
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£35,000 - £45,000 per annum
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2 applications
Our client, a forward thinking fee based wealth management firm is seeking to expand their team in Exeter with a Compliance Officer. The practice offers a unique client approach to business, providing assistance in all aspects of finance. Working within risk and compliance, this role will help to ensure that the appropriate compliance processes are adhered to across the company in line with the FSA. Responsibilities will in...
High Court Enforcement Agent Field Based (Self-Employed or PAYE) Location: Cornwall / Devon (OTE) £22950 plus Incentives Are you an excellent negotiator? Committed to success? Are you sales/target driven and aiming to maximise your own earning potential? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
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Date: Yesterday
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Plymouth, Devon
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£40,000 - £75,000 per annum, inc benefits, OTE
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2 applications
Location Devon Role/Person Experienced Mortgage Brokers to provide quality mortgage advice and guidance to customers. All appointments are pre-qualified and booked for the Mortgage Adviser. A centrally dedicated processing team provides full support after the appointment. You must be able to handle between 15 and 25 sales per month. You must have a proven track re...
A long established and highly successful, National Financial Planning organisation are now seeking an experienced Paraplanner to provide assistance to their Senior Consultants in providing holistic advice to HNW clients. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered - candidates must be comfortable dealing with a level of client interaction. You mus...
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Date: 5 days ago
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Exeter, Devon
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£21,550 per annum, inc benefits
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8 applications
Mortgage Adviser Be part of our story Every company has a story. A story of where they have been so far and a story in the making. We’ve faced many challenges in our history. But we have a clear goal and we’re making great progress towards it. We’re working together to become one of the world’s most admired, valuable and stable banks. To do that we need good people. People who are passionate about deliveri...
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Date: 5 days ago
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Exeter, Devon
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£30,000 - £35,000 per annum
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2 applications
Reporting to the Senior Corporate and Central Accountant, this pivotal role as Business Analyst involves month end accounting and reporting, annual budget setting, capital reporting, year end preparation of both statutory and regulatory accounts, internal and external audit liaison along with ad hoc project work involving NPV appraisals. We are looking for an exceptional candidate who can demonstrate the ability to work collaborative...
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Date: 27 April
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Exeter, Devon
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£28,000 - £32,000 per annum
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1 application
Joining as a qualified corporate services senior based in Exeter, recently qualified ACA, ACCA, or equivalent. Or, you will have up to two years or so, post qualified experience joining a team of professionals with varied backgrounds across Top 4, Mid Tier and regional independent firm background of varying size. The firm is passionate about the more rounded service and holistic approach to their client base, partnering them through ...
The role has arisen through a combination of continued organic growth and replacement due to a key, managerial individual moving out of the region. Therefore you will have a specific client portfolio to take responsibility for, with support from partners. Clients are varied across small sole traders partnerships and a significant proportion of small/medium and large limited companies. You will take full client responsibility and management of t...
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Date: 6 days ago
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Exeter, Devon
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£40,000 - £60,000 per annum
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0 applications
IFA required for growing FS business. My client is a regional business that has been operating in South West for a number of years and covers a wide remit in terms of financial advice and wealth management. They are currently entering their next phase of growth and are looking to appoint a self -employed IFA to cover the Exeter and East Devon area. This is a fantastic opportunity for an IFA who wants to maintain their self-employed...
