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Financial Services jobs in Devon

 
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  • IFA Administrator

    Featured
    Shortlist
    • £18,000 - £23,000 per annum
    • Torquay
    • 25 August
    • 45 applications

    Organisation Description To provide a high quality, business focused and cost effective sales support service to both Advisors and Clients. The individual will also be required to maintain productivity levels, quality standards and demonstrate a proactive sales approach in all areas of their work. ...

  • Mortgage & Protection Consultant

    Shortlist
    • Salary negotiable
    • Exeter
    • 13 August
    • 5 applications
    Posted by
    W&P Ltd

    We are looking for a fully qualified and experienced mortgage consultant to work within a vibrant, successful estate agency. Must be highly professional to deal with a sophisticated client base, motivated and above all, must integrate within a team. Organisation, communication and time management are...

  • Financial Planner

    Shortlist
    • £75,000 per annum
    • Exeter
    • 25 August
    • 1 application

    Our client is a well-established privately owned wealth advice business with offices across the United Kingdom. They are looking to recruit an experienced Financial Planner/Wealth Manager based in Exeter. The ideal candidate will have experience working with HNW or UHNW clients and must be willing and...

  • Wealth Planner - Devon

    Featured
    Shortlist
    • £45,000 - £75,000 per annum
    • Exeter
    • 25 August
    • 1 application

    Our client is looking for a wealth manager to join its team in Exeter to fulfil the following tasks: plan, implement and execute the annual Business Plan in line with the Individual Private Client Targets and as agreed with the Private Client Manager build new client relationships maintain and develop...

  • Financial Planner - client portfolio in place

    Shortlist
    • £40,000 - £75,000 per annum
    • Exeter
    • 25 August
    • 38 applications

    Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice...

  • Mortgage Advisor

    Shortlist
    • £25,000 - £35,000 per annum
    • Devon
    • 25 August
    • 1 application

    Position: Mortgage Advisor Location: North Devon Salary: Employed - Flexible DOE + attractive bonus structure A new position for an experienced Mortgage Adviser in North Devon has opened up in an exciting brand new office. Do you have experience offering holistic advice within Protections and...

  • Employee Benefits Consultant

    Shortlist
    • £40,000 - £55,000 per annum
    • Plymouth
    • 21 August
    • 0 applications

    Our client is one of the UK's leading professional services group with an office presence across the UK. As a result of continued expansion they are looking to strengthen their team by appointing a Consultant / Business Developer focussed on expanding the corporate pensions business. With a track record...

  • Business Relationship Support

    Shortlist
    • £14,400 - £18,400 per annum
    • Plymouth
    • 1 week ago
    • 4 applications

    Business Relationship Support £14,400 - £18,400 Plymouth - with National travel Develop your career as a Business Relationship Support with an organisation that puts the needs of its customers and its people at the heart of every decision it makes. Join us and enjoy the support and opportunity...

  • Financial Planner

    Shortlist
    • £45,000 - £75,000 per annum
    • Exeter
    • 24 August
    • 2 applications

    A leading Wealth Management organisation currently requires an experienced IFA to join their Exeter office. This organisation are well known across the UK, they have offices across the country and are a market leader in their sector. Due to increased business levels throughout the past two years, they...

  • Wealth Adviser/Financial Planner

    Shortlist
    • £70,000 - £75,000 per annum, OTE
    • Exeter
    • 24 August
    • 2 applications

    Wealth Adviser Exeter Up to £75K + Bonus, Pension, DIS, Laptop & Mobile My client is a fast growing Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services to private individuals. And as part of the...

  • Customer Sales Advisors

    Shortlist
    • Competitive salary
    • Plymouth
    • 24 August
    • 25 applications

    Due to our continued growth plans Forces Financial are seeking to recruit experienced Customer Sales Advisors to join our established successful team. Can you positively engage with customers face to face, build rapport and deliver exceptional customer service every time? If so, we have a great opportunity...

  • Paraplanner

    Shortlist
    • £20,000 - £30,000 per annum
    • Exeter
    • 24 August
    • 3 applications

    A Paraplanner is required by my client based in the South West for their Exeter office. As a Paraplanner, you will be responsible for the research of all areas of financial services and to acquire and maintain knowledge of the industry. In addition, you will be required to then produce client reports...

  • Mortgage Advisor

    Featured
    Shortlist
    • £35,000 - £45,000 per annum
    • Devon
    • 3 days ago
    • 6 applications

    My Client is one of the largest leading Financial Services brokers. Your role as a Mortgage Advisor, will be telephone based, with pre-qualified leads booked in each day. With a plain talking approach to Mortgage Advise, this is an opportunity to make the home finance experience all the more straightforward...

  • IFA with client bank provided

    Featured
    Shortlist
    • £35,000 - £60,000 per annum, OTE
    • Exeter
    • 3 days ago
    • 8 applications

    My client is a well-established firm of Wealth Managers, 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 other specialisms...

  • Mortgage Advisor with Leads - Great OTE x 3

    Shortlist
    • £35,000 - £75,000 per annum, inc benefits, OTE
    • Exeter
    • 1 week ago
    • 0 applications

    The Role - Mortgage Advisor up to 80% commission split A Home Based Mortgage Advisor is required for a successful National Mortgage and Insurance broker who currently have a team of 44 home based advisors specialising in arranging all types of residential and buy to let mortgages. The Ideal candidate...

  • Mortgage Advisor with Leads - Great OTE x 3

    Shortlist
    • £35,000 - £75,000 per annum, inc benefits, OTE
    • Plymouth
    • 1 week ago
    • 1 application

    The Role - Mortgage Advisor up to 80% commission split A Home Based Mortgage Advisor is required for a successful National Mortgage and Insurance broker who currently have a team of 44 home based advisors specialising in arranging all types of residential and buy to let mortgages. The Ideal candidate...

  • Paraplanner : Wealth Management - Plymouth, Devon

    Shortlist
    • £25,000 - £35,000 per annum
    • Plymouth
    • 20 August
    • 4 applications

    Paraplanner - Wealth Management Locations: Plymouth, Devon Salary: £25,000 - £35,000 dependant on experience Succession Group is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. You could be a part...

  • Administrator Pensions

    Shortlist
    • Salary not specified
    • Exeter
    • 19 August
    • 8 applications
    Posted by
    The Curve Group

    Pension Administrator - Leatherhead - Competitive Salary & Excellent Benefits JLT Employee Benefits are looking for Pension Administrators to join our office in Exeter. JLT Group is one of the world's largest providers of insurance, reinsurance and employee benefits related advice, brokerage...

  • Wealth Manager

    Shortlist
    • £75,000 per annum, negotiable
    • Exeter
    • 27 August
    • 1 application

    There has never been a more exciting time to join this company. Their vision is to become the UK’s leading provider of wealth advice. They are a growing, professional company, focused on delivering high quality financial planning and investment management to their clients. Salary: Up to 75K but this...

  • IFA Administrator

    Featured
    Shortlist
    • £16,000 - £19,000 per annum
    • Newton Abbot
    • 19 August
    • 4 applications

    New opportunity has arisen for a financial services administrator to join an established IFA firm. A varied and challenging role providing full support to senior advisers covering the full range of financial planning. This is an excellent career move for someone with experience of supporting IFAs who...

  • Financial Planner - Devon

    Featured
    Shortlist
    • £45,000 - £75,000 per annum
    • Exeter
    • 27 August
    • 1 application

    Our client is looking for a wealth manager to join its team in Exeter to fulfil the following tasks: plan, implement and execute the annual Business Plan in line with the Individual Private Client Targets and as agreed with the Private Client Manager build new client relationships maintain and develop...

  • Paraplanner - Exeter Area

    Shortlist
    • £30,000 - £36,000 per annum
    • Exeter
    • 18 August
    • 1 application

    Our clients view of a Paraplanner is different to most, and so they want your view of the industry to be different to that of most Paraplanners. They expect that you are either Chartered or Certified or very near to achieving either and that you will act as a critical friend to their clients, helping...

  • Experienced Paraplanner

    Shortlist
    • £25,000 - £35,000 per annum
    • Devon
    • 18 August
    • 0 applications

    CLIENT Our client is a successful firm of Independent Financial Advisers. They have established an enviable reputation for client servicing and pride themselves on delivering excellent customer service and a truly holistic approach. ROLE An exciting opportunity has arisen for a proactive, self motivated...

  • Paraplanner

    Shortlist
    • £25,000 - £35,000 per annum
    • Exeter
    • 17 August
    • 0 applications

    A highly regarded Chartered Accountancy practice based in the centre of Exeter now requires an additional Paraplanner to join their Financial Planning team. The company are one of the biggest names in market and as such attract HNW individuals from across the country. Their Financial Planning offering...

  • Paraplanner

    Featured
    Shortlist
    • £25,000 - £28,000 per annum
    • Exeter
    • 17 August
    • 3 applications

    To provide planning, research and compliance assistance in order to enable the IFAs to work efficiently and profitably and to personally contribute towards the fee earning potential of the team. -To undertake para-planning duties to the professional and quality standards required by theCompany and FCA...

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