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Financial Services jobs in Devon

 
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  • IFA Administrator

    Featured Just Added
    Shortlist
    • £18,000 - £23,000 per annum
    • Torquay
    • Yesterday
    • 3 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. ...

  • Sales Administrator - Financial Services

    Shortlist
    • £18,000 - £20,000 per annum
    • Exeter
    • 23 April
    • 9 applications
    Posted by
    Office Angels

    This is an exciting opportunity for an enthusiastic financial services sales support administrator. The successful candidate will be part of a Sales Support and Financial Planning team within the business and will be responsible for :- Providing sales admin support to consultants / clients Maintain...

  • Investment Portfolio Manager

    Shortlist
    • Salary not specified
    • Exeter
    • 27 April
    • 0 applications

    Are you an Investment Portfolio Manager with at least five years' industry experience? Do you in addition hold a CISI Masters in Wealth Management qualification? Are you seeking a permanent opportunity to work for a company who are a leader in their field? An exciting, long-term opportunity has become...

  • Mortgage Advisor - Plymouth

    Featured
    Shortlist
    • £25,000 - £32,000 per annum
    • Plymouth
    • Yesterday
    • 6 applications

    Organisation Description Our client is one of the UK’s largest financial services firms and they are looking for a fully CeMAP qualified (or equivalent) Mortgage Advisor to be based within their Basingstoke branch to provide advice on mortgage and protection products. This role provides a superb opportunity...

  • Mortgage Advisor

    Featured
    Shortlist
    • £25,000 - £32,000 per annum
    • Exeter
    • Yesterday
    • 4 applications

    Organisation Description Our client is one of the UK’s largest financial services firms and they are looking for a fully CeMAP qualified (or equivalent) Mortgage Advisor to be based within their Exeter branch to provide advice on mortgage and protection products. This role provides a superb opportunity...

  • Investment Portfolio Manager

    Just Added
    Shortlist
    • Salary not specified
    • Exeter
    • Yesterday
    • 0 applications

    Are you an experienced Investment Portfolio Manager? Do you in addition hold a CISI Masters in Wealth Management qualification? Are you seeking a permanent opportunity to work for a company who is a leader in their field? An exciting, long-term opportunity has become available to work as an Investment...

  • Portfolio Manager

    Shortlist
    • £28,000 - £38,000 per annum
    • Exeter
    • 27 April
    • 1 application

    Exeter based Portfolio Manager is sought to provide a professional investment service to all office based investment managers in line with the company’s business objectives. This is an excellent opportunity to work in a prestigious national firm and one that is well known to look after its employees...

  • Self Employed IFA- generous commission split

    Featured
    Shortlist
    • £40,000 - £70,000 per annum
    • Torquay
    • Yesterday
    • 1 application

    Organisation Description You will be working for a well established partner of a hugely successful firm of advisers. They are offering a self employed package with a very rewarding commission split for self generated business and a standard split on clients provided. Job Description • You will be...

  • Experienced Mortgage Advisor, Torquay

    Shortlist
    • £45,000 - £50,000 per annum, inc benefits, OTE
    • Torquay
    • 27 April
    • 3 applications

    A fantastic opportunity has arisen for a Mortgage Advisor within our clients leading Estate Agency organisation in Torquay. Working within a fast paced organisation, our clients seek an experienced Mortgage advisor with CeMap qualifications and the ability to write mortgage business as well as general...

  • Mortgage Advisor in Torquay

    Shortlist
    • £30,000 - £35,000 per annum, inc benefits, OTE
    • Torquay
    • 27 April
    • 9 applications

    A fantastic opportunity has arisen for a Trainee Mortgage Advisor within our clients leading Estate Agency organisation in Torquay. Working within a fast paced organisation, our clients will consider a strong sales and customer service focused individual keen to develop a career in financial services...

  • Actuarial Analsyt

    Featured
    Shortlist
    • £30,000 - £60,000 per annum
    • Exeter
    • 5 days ago
    • 5 applications

    Organisation Description An award winning, mutual healthcare and protection insurer. Job Description This role offers the opportunity to gain experience across both life and general insurance business. The successful actuary will work closely with the Chief Actuary. You will have the prospect of a...

  • Junior Paraplanner - Exeter

    Shortlist
    • £19,000 - £24,000 per annum, negotiable, inc benefits
    • Exeter
    • 5 days ago
    • 4 applications

    Our client, a forward thinking Financial Services company requires a Junior Paraplanner to work with their practice technical director from their modern Exeter offices. You will be responsible for completing all necessary paraplanning duties for numerous IFA's in the South West region. The position...

  • IFA- Full Paraplanning support & Clients Provided

    Just Added
    Shortlist
    • £40,000 - £100,000 per annum, inc benefits, OTE
    • Exeter
    • 2 days ago
    • 0 applications

    Self Employed IFA, no fees and full paraplanning support with Clients Verridian have been retained by one of the UK's prominent Independent Financial Advisors who are expanding their highly successful directly authoried firm. They are looking to hear from successful financial advisors who would like...

  • Logistics Cost Controller

    Shortlist
    • Salary not specified
    • Exeter
    • 22 April
    • 3 applications

    If you are looking to be part of an international Company and wanting an exciting job role then look no further. Our Client is looking for a Logistics Cost Controller that is to work with their operations and UK warehouse to improve efficiencies and identify ways to reduce costs. Main Responsibilities...

  • Financial Planner - Devon

    Featured
    Shortlist
    • £30,000 - £40,000 per annum
    • Exeter
    • 22 April
    • 1 application

    The Role: Our client is searching for Financial Planners to join their team to support their current client bank. They look to give the successful candidate a client bank local to their home. The candidate will be responsible for building rapport and strong relationships with their clients. In this position...

  • Wealth Management Support Administrator

    Shortlist
    • £20,000 - £22,000 per annum
    • Exeter
    • 6 days ago
    • 2 applications

    Knowledge Previous administration experience (minimum 2 years) in an IFA or Wealth Management firm Experience and knowledge of investment and pension products in particular is essential. Knowledge of Avelo (1st software) would be an advantage of a similar WM systems. Attributes A confident, professional...

  • Financial planning - Sales support - Exeter - £22,000

    Shortlist
    • £22,000 - £23,000 per annum
    • Exeter
    • 1 week ago
    • 7 applications

    Sales support Exeter Salary £22,000 per annum + bonus + benefits Our client is a firm of National, Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies. The Role The role will be suitable to someone who has a...

  • Financial Consultant - Employed

    Shortlist
    • £42,000 - £60,000 per annum
    • Exeter
    • 21 April
    • 10 applications

    Our client seeks an employed Financial Consultant to offer Full holistic financial advice/strategic financial planning to their clients. What our client is about:- Employed role -negotiable basic They offer a portfolio of existing clients. 90% of existing business comes from the loyal client...

  • Financial Planning Administrator

    Shortlist
    • £21,000 - £23,000 per annum
    • Exeter
    • 1 week ago
    • 5 applications

    Position: Financial Planning Administrator Location: Exeter (Ref:19216) Salary: £21,000 - £23,000 Flexible DOE Our client, a very well respected IFA firm are looking to expland the Administration Team in Exeter to provide a high level of new business administration and client servicing support...

  • Independent Financial Adviser

    Shortlist
    • Commission only
    • Exeter
    • 21 April
    • 0 applications

    You’re an adviser looking for a quality home as a self-employed IFA. Why should you choose our directly authorised client? They offer so much more than a traditional IFA. Very few IFAs are authorised to carry out Discretionary Portfolio Management. In addition they offer:- Client Support. A very...

  • Paraplanner Professional Practice

    Shortlist
    • £30,000 - £35,000 per annum
    • Exeter
    • 1 week ago
    • 1 application

    Our client is a well regarded Wealth Management/DFM business with a highly respected and very successful presence within the UK financial services market. Due to expansion they are now looking to expand its technical team by recruiting for an experienced Diploma/nearly qualified Paraplanner. Your duties...

  • Paraplanner

    Featured
    Shortlist
    • £20,000 - £22,000 per annum
    • Exeter
    • 21 April
    • 1 application

    Office based 'Paraplanner’ required for small office in central Exeter. Applicant would ideally have between 1 and 2 years’ experience of working in an IFA office as a Paraplanner and hold a minimum of level 3 in the Certificate in Financial Planning. Applicants should be willing to follow the examination...

  • Credit Control Manager

    Shortlist
    • £28,000 - £33,000 per annum
    • Totnes
    • 28 April
    • 3 applications

    Are you an experienced Credit Control Manager who wishes to take the next step in their career? Do you have the ambition to drive change and actively influence the results of a high growth, high energy organisation? Based in a stunning country location in Devon, with a nationwide branch network, this...

  • Independent Financial Advisors

    Shortlist
    • £25,000 - £40,000 per annum, OTE
    • Plymouth
    • 28 April
    • 1 application

    Independent Financial Advisor - Self Employed As our client continues to grow and expand they are seeking to recruit experienced Financial Advisors around Great Britain and Northern Ireland. You will have a demonstrable track record in financial services with an existing client bank and can work effectively...

  • Compliance Officer

    Shortlist
    • £32,000 per annum
    • Okehampton
    • 28 April
    • 2 applications

    Compliance Officer required for Independent Financial Advisor in Mid Devon. A rapidly growing investment based, independent IFA firm currently seeking a Compliance Officer in their Okehampton office. The role will involve creating from scratch a suitable compliance regime which helps their advisers...

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