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Financial Services jobs in Devon

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  • Date: 14 May
  • Exeter, Devon
  • £20,000 - £31,000 per annum
  • 1 application
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 ideally possess an investment certificate or Investment Advise Diploma as well as practical experience in the industry to include extensive knowledge of investment management processes...
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...
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...
  • Date: Today
  • Exeter, Devon
  • £50,000 per annum, OTE
  • 0 applications
Spicerhaart the UK's leading independent property group has immediate vacancies for high performing and fully qualified Independent Mortgage and Protection Advisors. Our remuneration and rewards package is everything you would expect from a dynamic, forward thinking and innovative organisation. Realistic OTE exceeds £50k and includes attractive basic salary, unlimited commission scheme (no threshold or salary validation) plus an...
  • Date: 4 days ago
  • Exeter, Devon
  • £60,000 - £100,000 per annum
  • 1 application
An experienced Independent Financial Advisor is sought to join this well established IF Practice, established for more than 10 years. The organisation had worked hard over the last 10 years to establish an ethical and profitable business. They offer a compliant working environment for their associates to build their business, whilst they take the full risk, responsibility and reliability. Title: Independent Financial Advi...
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...
  • Date: 13 May
  • Exeter, Devon
  • £25,000 - £30,000 per annum
  • 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...
  • Date: 5 days ago
  • Exeter, Devon
  • £14,000 - £15,000 per annum
  • 2 applications
An exceptional opportunity for an experienced administrator to join the financial services division of this FTSE 100, based in Exeter. Duties will be varied with good opportunities for progression:- The responsibilities of a Reports & Accounts Co-ordinator include: •Prepare and oversee interim and annual financial accounting reports by ensuring the company format is adhered to, and also checking and verifying inte...
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...

13 jobs matching this search were posted in the last week

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...
  • Date: Yesterday
  • Plymouth, Devon
  • £25,000 - £30,000 per annum
  • 0 applications
Joining as a Senior Accountant, based in the firms offices in Plymouth your role and responsibilities will be moulded to some degree around your experience and background. Should you have audit experience there is potential to have an Audit focused role with up to 50% or more responsibilities dealing with audit and leading audits, dealing with group audits and other OMBs and SMEs clients. Alternatively Should your experience be focused entirely...
  • Date: 13 May
  • Plymouth, Devon
  • £40,000 - £75,000 per annum, inc benefits, OTE
  • 5 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...
  • Date: Yesterday
  • Plymouth, Devon
  • £26,000 - £34,000 per annum
  • 0 applications
The firm and partners are looking to consider a range of background and experience, with the potential to mould the role to some degree around the right individuals experience, motivations and level. Based at the firms Plymouth offices, you may be joining at Client Managerial level or assistantmanager levelwith progression to client Manager dependent on your experience and where you are in your career currently. You will take responsibility for...
An excellent opportunity has arisen within the North Devon region for a qualified ACA, ACCA accountant with a general practice background in the profession working with a leading, progressive and expanding firm of chartered accountants. The role has come about through a combination of organic growth, office expansion and acquisition. The firm is in a growth and development phase and the incoming individual will carve a key, pivotal role and pos...
  • Date: Yesterday
  • Plymouth, Devon
  • £30,000 - £40,000 per annum
  • 0 applications
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...
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...
  • Date: 27 April
  • Exeter, Devon
  • £28,000 - £32,000 per annum
  • 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 ...
  • Date: 5 days ago
  • Exeter, Devon
  • £30,000 - £35,000 per annum
  • 3 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...
  • Date: 5 days ago
  • Exeter, Devon
  • £30,000 - £35,000 per annum
  • 3 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 ...
  • Date: 5 days ago
  • Exeter, Devon
  • £30,000 - £35,000 per annum
  • 1 application
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...
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