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84

Financial Services jobs in Devon

 
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  • Employed Mortgage Adviser - EXETER, custom homes & self build

    Shortlist
    • £24,000 - £50,000 per annum, OTE
    • Exeter
    • 20 January
    • 1 application

    We require a high quality Mortgage & Protection Adviser to work for the UK’s market leading self build mortgage broker, BUILDSTORE, covering an exciting new development of custom build & self build new homes sites across the Devon & Cornwall region, strategically based in the EXETER area...

  • Associate Consultant

    Shortlist
    • Salary not specified
    • Exeter
    • 20 January
    • 1 application
    Posted by
    The Curve Group

    To produce work within deadlines and budgets as instructed To attain personal billable hours target To maintain an accurate record of working time To use computer system in an efficient and structured manner in line with JLT policy To maintain compliance in accordance with legislation for allocated...

  • Mortgage and Protection Manager

    Shortlist
    • £25,000 - £35,000 per annum
    • Newton Abbot
    • 5 days ago
    • 11 applications

    The Mortgage and Protection Manager role within our branch network is to establish and grow our Mortgage and Protection business. You will support a Branch Manager by providing a professional mortgage and protection advice service to both new and existing customers in line with the Bank’s policy on treating...

  • Employed Financial Adviser - Wealth Management

    Shortlist
    • £50,000 - £100,000 per annum
    • Exeter
    • 5 days ago
    • 1 application

    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 & protection advisers required - Exeter

    Shortlist
    • Competitive salary
    • Exeter
    • 20 January
    • 2 applications

    Mortgage Advice Bureau (MAB) are one of the UK's largest independent, multi-award winning mortgage brokers and networks and we are now searching for the country's best mortgage advisers to join our ever expanding ranks We are an extremely forward thinking and innovative company, technologically savvy...

  • Mortgage & protection advisers required - Plymouth

    Shortlist
    • Competitive salary
    • Plymouth
    • 20 January
    • 5 applications

    Mortgage Advice Bureau (MAB) are one of the UK's largest independent, multi-award winning mortgage brokers and networks and we are now searching for the country's best mortgage advisers to join our ever expanding ranks We are an extremely forward thinking and innovative company, technologically savvy...

  • Mortgage Advisor

    Shortlist
    • £25,000 - £30,000 per annum
    • Exeter
    • 5 days ago
    • 6 applications

    What you’ll give our customers As a Mortgage Advisor, you’ll be responsible for every aspect of the mortgage process - advising customers on their needs, processing the transaction and resolving any issues that arise. You could also find yourself recommending related products such as life insurance...

  • Fee Based Wealth Adviser

    Shortlist
    • £50,000 - £100,000 per annum
    • Exeter
    • 5 days ago
    • 2 applications

    To deliver fee income against agreed plan. To achieve and maintain competence as defined within the Company’s Training and Competence Scheme. To demonstrate and ensure all compliance file checks are neatly and comprehensively completed within the Company’s Training and Competence Scheme. Minimal number...

  • Mortgage Adviser - Plymouth

    Shortlist
    • £30,000 - £50,000 per annum, OTE
    • Plymouth
    • 23 January
    • 3 applications

    COMPANY: Our client is a local firm with an excellent reputation for providing quality impartial advice and a highly professional mortgage service. Directly authorised, they believe in putting the client's best interests first and pride themselves on providing an excellent customer service at all times...

  • Mortgage Advisor - Bank

    Featured Ending soon
    Shortlist
    • £26,000 - £32,000 per annum
    • Plymouth
    • 19 January
    • 17 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...

  • Paraplanner

    Shortlist
    • £28,000 - £32,000 per annum
    • Exeter
    • 19 January
    • 0 application

    We are currently working with a well established Wealth Management organisation to recruit an experienced Paraplanner. The organisation have multiple offices in the South West although this particular requirement will be based from their Exeter office. The current requirement is for a Paraplanner to...

  • Mortgage Advisor

    Featured Ending soon
    Shortlist
    • £35,000 - £45,000 per annum
    • Devon
    • 19 January
    • 1 application

    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...

  • Wealth Advisor - Bank - 400 HNW clients provided - New!

    Just Added
    Shortlist
    • £44,000 - £80,000 per annum
    • Exeter
    • 2 days ago
    • 0 application

    Basic £44k - £54k + Car + Package + Bonuses - £80k OTE Verridian have been retained by this leading international bank,delivering services and products to around 89 million customers worldwide. They offer an extraordinary global reach with in-depth, hands-on local knowledge. Financial Planning Manager...

  • Paraplanner

    Shortlist
    • £22,000 - £26,000 per annum
    • Exeter
    • 18 January
    • 7 applications

    Position: Paraplanner Location: Exeter Salary: £22,000 - £,26,000 Flexible DOE Our client, a highly reputable IFA firm in Exeter are now looking to expand the team by taking on an additional Paraplanner. The successful person will be a key part of the team and be working with one of the companies...

  • IFA - Quality support towards growing your business

    Shortlist
    • Competitive salary
    • Exeter
    • 1 week ago
    • 0 application

    Our Client, a Discretionary Wealth Manager and Independent Financial Advisory (IFA) firm, based across the UK, is looking to expand their professional team of Independent Financial Advisers. They are committed to retaining their independent status, and continue to grow business through IFA acquisitions...

  • NEW! Junior Credit Controller

    Shortlist
    • Salary negotiable
    • Exeter
    • 3 days ago
    • 0 application

    I am currently recruiting for a Junior Credit Controller to join my client's excellent firm based in Exeter on a full time, permanent basis. The purpose of the role is to provide an efficient credit control system. Duties Include: Answer account queries from internal and external clients Prepare...

  • Payroll Supervisor - Totnes

    Shortlist
    • £20,000 - £24,000 per annum
    • Totnes
    • 6 January
    • 2 applications

    Title: Payroll Supervisor Location: Berry Pomeroy, near Totnes Branch: Head Office Type: Office Contract Type: Permanent Status: Full Time Monday to Friday 37.5 hours a week Salary: £20-24K depending on experience plus 10% annual bonus. A new and exciting opportunity has...

  • Independent Financial Advisor - Professional Introducer

    Shortlist
    • Salary negotiable
    • Exeter
    • 3 days ago
    • 0 application

    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...

  • Wealth Management Support Administrator

    Shortlist
    • £20,000 - £22,000 per annum
    • Exeter
    • 19 December 2014
    • 17 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...

  • Compliance Officer

    Shortlist
    • £32,000 per annum
    • Okehampton
    • 21 January
    • 0 application

    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...

  • Employed Financial Adviser

    Shortlist
    • £35,000 - £50,000 per annum, OTE
    • Okehampton
    • 21 January
    • 1 application

    Financial Adviser required for mid Devon Independent Financial Advisor's. Our client is looking for a Financial Adviser to work in their Okehampton office. They provide a full spectrum of financial advice ranging from investments and pensions through to mortgages and simple life cover. They do not offer...

  • Paraplanner

    Shortlist
    • £26,000 - £30,000 per annum
    • Exeter
    • 4 days ago
    • 0 application

    A Chartered Financial Planning practice based in the centre of Exeter now requires an experienced Paraplanner to work alongside the managing director and senior financial planners. They are looking for an experienced Paraplanner to join the business to provide technical paraplanning support to a team...

  • Financial Consultant / Mortgage Advisor - Plymouth

    Shortlist
    • £25,000 - £45,000 per annum, OTE
    • Plymouth
    • 4 days ago
    • 6 applications

    Your Move is the UK's largest single branded estate agency business and a key contributor to our highly successful parent business - LSL Property Services plc. With circa 300 branches nationwide, Your Move is arguably the most recognisable brand within the property industry. Your Move's financial services...

  • Paraplanner

    Shortlist
    • £25,000 - £35,000 per annum
    • Exeter
    • 4 days ago
    • 10 applications

    To provide a high level of technical support to consultants, ensuring that all client recommendations are technically accurate, compliant and provide best advice for the client. Responsibilities Preparing client reports in relation to pensions, investments, trustee investment, IHT planning and other...

  • Compliance Manger

    Shortlist
    • £30,000 - £40,000 per annum
    • Exeter
    • 4 days ago
    • 1 application

    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...

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