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Financial Services jobs in Devon

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Administrator

Posted 5 days ago by Professional Recruitment Ltd
An excellent opportunity has arisen with our client; a leading Wealth Management company specialising in Investment Management and Financial Planning. They are looking to recruit an Administrator to join their busy team in Exeter. You will be responsible for dealing with administration procedures and...

Investment Team Assistant - Financial Services

Posted 4 February by KB Recruitment SW Ltd
We are looking to recruit an experienced Administration Assistant for a busy Financial Services provider in their Exeter office. The role will involve carrying out secretarial and administration duties for the Investment Management Team together with reception and general office duties. Typical duties...

Paraplanner

Posted 4 February by MB Fitzgerald
We are currently recruiting an experienced Paraplanner for a leading National Financial Services company. Due to expansion within their Wealth Management division they now require an additional Paraplanner to join their busy team. My client are truly HNW and represent the top end of the Wealth Management...

Mortgage Advisor - Self Employed

Posted 5 days ago by Reed Insurance Featured
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...

Investment Administrator

Posted 5 days ago by Reed Insurance Featured
My client is one of the UK’s leading Investment and Wealth Management firms. An exciting opportunity has arisen for an Investment Administrator to join their busy Exter Office.  The successful candidate will ideally have experience working in an Investment firm or similar and be able to provide full administrative...

Customer Collections & Loans Agent - Exeter

Posted Yesterday by Provident New
Provident - Customer Collections & Loans Agent Tired of chasing your tail working for someone else? Immediate Self Employed Opportunities in Exeter & Exmouth You could be working for yourself as a self-employed Provident Agent in your local area, visiting new and existing customers in their...

Customer Collections & Loans Agent - Newton Abbot

Posted Yesterday by Provident New
Provident - Customer Collections & Loans Agent Tired of chasing your tail working for someone else? Immediate Self Employed Opportunities in Newton Abbot, Paignton, Sidmouth, Tiverton & Torquay You could be working for yourself as a self-employed Provident Agent in your local area, visiting...

Customer Collections & Loans Agent - Barnstaple

Posted Yesterday by Provident New
Provident - Customer Collections & Loans Agent Tired of chasing your tail working for someone else? Immediate Self Employed Opportunities in Barnstaple, Bideford, Bude, Ilfracombe & South Molton You could be working for yourself as a self-employed Provident Agent in your local area, visiting...

Customer Collections & Loans Agent - Plymouth

Posted Yesterday by Provident New
Provident - Customer Collections & Loans Agent Tired of chasing your tail working for someone else? Immediate Self Employed Opportunities in Bodmin, Callington, Camelford, Launceston, Liskeard, Newquay, Plymouth, Saltash, St. Columb, Tavistock & Torpoint You could be working for yourself as...

Mortgage Adviser - New Build - Basic £35k - Devon

Posted 5 days ago by JDC Professional Recruitment Ltd
Location Exeter & Plymouth Summary Top Mortgage and Protection Advisers to specialize in the New Build Sector. Basic to £35k OTE £70k car. Various Locations. Monday to Friday. No Prospecting. Qualified appointments. Job Details Appointments made and pre booked for adviser 90% of seen appointment...

Mortgage Advisor - Exeter

Posted 5 days ago by Reed Insurance Featured
An established national mortgage brokerage currently enjoying considerable growth. This is a fantastic opportunity for a hard working Mortgage Advisor. Do you want a £30k basic ? Do you want uncapped earnings ? 70k Do you want 100% of your leads qualified and provided to you? Company car? You will be...

Financial Adviser, Exeter

Posted Yesterday by CleverHR New
An employed opportunity has arisen for a Financial Adviser to work in the Exeter area. You will demonstrate that you are a capable adviser able to meet the requirements of the business, acting in a highly professional manner with utmost integrity. You will be responsible for representing the brand to...

Mortgage Advisor - field based - Plymouth

Posted 5 days ago by Reed Insurance Featured
An established national mortgage brokerage currently enjoying considerable growth. This is a fantastic opportunity for a hard working mortgage advisor Do you want a £25k basic? Uncapped earning? Do you want 100% of your leads provided? You will be employed as a home/field based mortgage and protection...

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BBX (Business Bank Exchange) - Franchise Opportunity

Posted Yesterday by Reed Commercial New
This is a Franchise Opportunity that requires investment, not an Employed Role. Run your own business with our support. Key Facts: Start your own BBX business Start-Up Cost: £20000 (part-funding is available) Territories available : Nationwide BBX (Business Bank Exchange) <st...

ASC Finance for Business - Entrepreneurial Financial Franchise

Posted Yesterday by Reed Commercial New
This is a Franchise Opportunity that requires investment, not an Employed Role. Run your own business with our support. Key Facts: Start your own ASC Finance for Business business Start-Up Cost: £20000 (part-funding is available) Territories available : Nationwide What ASC Finance For Busine...

Graduate Investment Manager

Posted 6 days ago by Reed Graduates Featured
My client are a leading Investment Management Company and are looking to take a couple of Graduates into their Exeter office as Trainee Investment Managers. The main objectives in this role are as follows: - Providing support to help achieve team targets.  - Working within the Investment Management team...

Assistant Finance Manager

Posted 3 February by Avantus Recruit
This Assistant Finance Manager role will consist of responsibilities such as bank reconciliations, VAT returns, producing monthly management accounts and various other financial tasks. The ideal candidate for this role will either be studying or wanting to work towards a qualification, such as CIMA...

IFA with client bank provided

Posted 3 February by Reed Insurance Featured
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...

Wealth Management Team Leader 12mth FTC

Posted 3 February by Cathedral Appointments Ltd
Position Summary This role is a combination of Team leader and Support role To manage and work alongside the local Financial Planning Support team, supporting the Financial Planning Director(s) plus associated Financial Planners, covering a range of Investment, Pension, Tax and Protection planning...

Paraplanner

Posted 3 February by Cathedral Appointments Ltd
To assist in developing and maintain trusting and long standing business relationships with High Net Worth (HNW) clients and to enable the Wealth Planners Managers to advise them effectively on complex products in all asset classes, wealth structuring, protection, pensions and estate planning. Supporting...

Regional Field Risk Manager - Plymouth

Our Client is well known and operates within the IFA Market. They are now looking to meet with an Experienced Compliance / T&C Consultant to cover the Plymouth / Exeter areas. The Role To deliver regulatory oversight to appointed representative firms and registered Individuals and ensure Treating...

Customer Service - Protection Insurance Administrator

Posted 2 February by Cathedral Appointments Ltd
Purpose of the role: To provide a professional, quality service to clients, ensuring suitable advice for their protection insurance requirements and the efficient, smooth process of their applications from receipt of fact find through to completion. Dimensions: Advice provided for Protection products...

Financial Planner - client portfolio in place

Posted 3 days ago by Exchange Street Financial Services
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...

Business Assurance Manager

Posted 3 days ago by Countrywide plc
Our Purpose: We bring people and property together: "Whatever you need, we have the expertise and the network to help. Property can be complex so that`s why we`re here - to help you realise your goals, and turn your dreams into a reality". The Financial Services Team Our financial services division...

Financial Adviser

Posted 3 days ago by Foundation Resourcing Ltd
Title - Financial Adviser Salary - SE 70/30 Location - Plymouth Ref. 9865 Fantastic opportunity for an established Adviser to join an award winning team, get really involved and, if so wanted, take over the firm in around 10 years. There is a general good vibe to the firm where any Adviser joining...
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