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89

Financial Services jobs in Devon

 
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  • Compliance Manger

    Just Added
    Shortlist
    • £30,000 - £40,000 per annum
    • Exeter
    • Yesterday
    • 0 applications

    Compliance Manager Summary of Position This is a compliance manager role working with a small but highly successful and growing team of Chartered Financial Planners The successful candidate will be responsible for overseeing a diverse range of compliance duties Compliance Duties Maintain knowledge...

  • Compliance Manger - IFA WM

    Just Added
    Shortlist
    • £30,000 - £40,000 per annum
    • Exeter
    • Yesterday
    • 0 applications

    Compliance Manager Summary of Position This is a compliance manager role working with a small but highly successful and growing team of Chartered Financial Planners The successful candidate will be responsible for overseeing a diverse range of compliance duties Compliance Duties Maintain knowledge...

  • Wealth Manager

    Shortlist
    • £50,000 - £90,000 per annum
    • Plymouth
    • Yesterday
    • 1 applications

    Are you the best of the best? Exceptionally talented and motivated candidates in terms of ethics and understanding of client needs. To be able to do the right thing by the client. You will be expected to perform at a the highest level and have a network in place that you can work and enable you to...

  • Wealth Management Support Administrator

    Shortlist
    • £19,000 - £21,000 per annum
    • Exeter
    • Yesterday
    • 11 applications

    To provide a high level of administration support to the Consultants and Paraplanners within the Exeter office. Pre-requisite Knowledge · Previous administration experience (minimum 2 years) in an IFA or Wealth Management firm · Experience and knowledge of investment and pension products in particular...

  • Independent Financial Advisor - Professional Introducer

    Just Added
    Shortlist
    • Salary negotiable
    • Exeter
    • Yesterday
    • 0 applications

    Due to continued expansion our client, one of the UK's leading accountancy practices, is presently looking for an experienced, high quality Independent Financial Advisor (IFA) to provide both individual and corporate financial advice to new and existing clients. The candidate should be an experienced...

  • Paraplanner

    Just Added
    Shortlist
    • Salary negotiable
    • Plymouth
    • Yesterday
    • 0 applications

    Our client, one of the UK's leading Accountancy Practices, currently requires a Paraplanner to join their private client IFA division following continued growth. Candidates will be responsible for a range of duties including undertaking technical research and preparation for client meetings (as well...

  • Mortgage & Protection Advisor - Plymouth

    Shortlist
    • £25,000 - £33,000 per annum
    • Plymouth
    • 10 December
    • 2 applications

    Mortgage & Protection Advisor - Fully CeMAP Qualified Based - Plymouth Basic Salary £25K - £33K + Town Allowance (when applicable from £1K - £4K) Excellent OTE of up to £50K - £55K, Bonus not linked to sales but behavioural traits + 27 Days Holiday + Bank Holidays - Defined Benefits Contributory...

  • Paraplanner

    Featured Just Added
    Shortlist
    • £25,000 - £30,000 per annum
    • Exeter
    • 2 days ago
    • 1 applications

    Organisation Description Our client, a reputable Accountancy Practice and Financial Planning company in Exeter require an additional Paraplanner to join their team. Job Description • Support the Financial Planning team to meet business targets • Research clients’ financial arrangements, analyse investment...

  • Paraplanner / Office Manager - Supporting 2 IFA's

    Shortlist
    • £20,000 - £25,000 per annum
    • Exeter
    • 5 December
    • 1 applications

    Our client is a successful Financial Services group who have offices situated across the South. Due to the increase in workload, they now require an experienced Parplanner / Office Manager to join their office in Exeter to support 2 senior IFA’s in their day to day activities. Primarily supporting them...

  • IFA Administrator

    Featured
    Shortlist
    • £18,000 - £25,000 per annum
    • Exeter
    • 5 December
    • 7 applications

    Organisation Description Administrator required for IFA practice in Exeter My client provides its clients with advice around Wealth & Pensions including SASS / SIPP Management, Company pension, investment advisory services including corporate benefits and remuneration planning, Retirement, redundancy...

  • IFA Administrator

    Featured
    Shortlist
    • £19,000 - £25,000 per annum
    • Exeter
    • 5 December
    • 7 applications

    Organisation Description Administrator required for IFA practice in Exeter My client provides its clients with advice around Wealth & Pensions including SASS / SIPP Management, Company pension, investment advisory services including corporate benefits and remuneration planning, Retirement, redundancy...

  • ParaPlanner / Office Manager - IFA -Exeter to £25k

    Shortlist
    • £20,000 - £25,000 per annum
    • Exeter
    • 8 December
    • 2 applications

    ParaPlanner / Office Manager – IFA –Exeter to £25,000 + Benefits Role Overview A Paraplanner  / Office Manager is required by a leading IFA based in Exeter.   To provide a first-class Office Management, Administration & Paraplanning support to Advisers at theExeteroffice.         Client: The...

  • Mortgage Advisor - Bank

    Featured
    Shortlist
    • £26,000 - £32,000 per annum
    • Plymouth
    • 8 December
    • 11 applications

    Organisation Description My Client is one of the largest leading Banks. Your role as a Mortgage Advisor, will be branch based, which is the ideal place in which to strike up a rapport with new and existing customers. With a plain talking approach to banking, this is an opportunity to make the home finance...

  • Home Based Financial Advisor

    Shortlist
    • £38,000 - £42,000 per annum
    • Plymouth
    • 8 December
    • 3 applications

    We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking...

  • Home Based Financial Advisor

    Shortlist
    • £38,000 - £42,000 per annum
    • Exeter
    • 8 December
    • 1 applications

    We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking...

  • Home Based Financial Advisor

    Shortlist
    • £38,000 - £42,000 per annum
    • Torquay
    • 8 December
    • 0 applications

    We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking...

  • PARAPLANNER

    Shortlist
    • £25,000 per annum
    • Exeter
    • 8 December
    • 2 applications

    Paraplanner £25,000 Exeter Our client, a highly regarded Financial Services Advisory business (investments) is currently seeking an experienced Para Planner join their busy team. Reporting to the Senior Para Planner, you will have experience of researching product options, formulating reports providing...

  • Bank Mortgage Adviser - Top Salaried role

    Shortlist
    • £27,000 - £40,000 per annum, negotiable, OTE
    • Plymouth
    • 8 December
    • 7 applications

    One of the UK's leading Banks is recruiting Mortgage Advisers to promote their leading products to their clients. They are looking for qualified advisers who have a had a minimum of 1 year advising. You will need to evidence a good sales track record in the role. They offer a salary between £27k and...

  • Bank Mortgage Adviser - Top Salaried role

    Shortlist
    • £27,000 - £40,000 per annum, negotiable, OTE
    • Exeter
    • 8 December
    • 3 applications

    One of the UK's leading Banks is recruiting Mortgage Advisers to promote their leading products to their clients. They are looking for qualified advisers who have a had a minimum of 1 year advising. You will need to evidence a good sales track record in the role. They offer a salary between £27k and...

  • Financial Adviser - Mutual Organisation - Leads provided

    Shortlist
    • £38,000 - £42,000 per annum
    • Plymouth
    • 12 December
    • 0 applications

    Recruit UK are looking for a motivated, driven Financial Advisor to join an award winning, well established Financial Planning Firm. Our client specialises in giving financial advice to very select professionals, such as GP’s and Lawyers. They are now looking for a Financial Advisor who can join their...

  • Financial Adviser - Mutual Organisation - Leads provided

    Shortlist
    • £38,000 - £42,000 per annum
    • Exeter
    • 12 December
    • 0 applications

    Recruit UK are looking for a motivated, driven Financial Advisor to join an award winning, well established Financial Planning Firm. Our client specialises in giving financial advice to very select professionals, such as GP’s and Lawyers. They are now looking for a Financial Advisor who can join their...

  • Financial Adviser - Mutual Organisation - Leads provided

    Shortlist
    • £38,000 - £42,000 per annum
    • Torquay
    • 12 December
    • 0 applications

    Recruit UK are looking for a motivated, driven Financial Advisor to join an award winning, well established Financial Planning Firm. Our client specialises in giving financial advice to very select professionals, such as GP’s and Lawyers. They are now looking for a Financial Advisor who can join their...

  • Mortgage Advisor

    Featured
    Shortlist
    • £35,000 - £45,000 per annum
    • Devon
    • 8 December
    • 1 applications

    Organisation Description 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...

  • Employed Financial Adviser - Wealth Management

    Shortlist
    • £50,000 - £100,000 per annum
    • Exeter
    • 4 days ago
    • 1 applications

    Our client is a high profile worldwide business with an enviable reputation in the wealth management field and highly impressive expansion plans for the next 5 years. They have an excellent and well supported package including salary, expenses, full technical and paraplanning support and also a very...

  • Mortgage Adviser

    Featured
    Shortlist
    • £23,200 - £34,800 per annum
    • United Kingdom
    • 4 December
    • 100+ applications

    Mortgage Adviser Location: UK Wide Salary: £23,200 - £34,800 pa, depending on experience As a customer, you have high expectations. As one of our Mortgage Advisors you’ll exceed customers’ expectations every day - providing expert advice on our mortgage products to help them find the right solution...

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