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Financial Services jobs in Devon

 
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  • Paraplanner

    Shortlist
    • £25,000 - £34,000 per annum
    • Exeter
    • 22 June
    • 1 application

    The highly regarded private client Financial Planning arm of a prestigious Private Bank are currently looking to hire a Paraplanner for their Exeter Office. The company are one of the biggest names in market and as such attract UHNW individuals from across the country. Their Financial Planning offering...

  • Commercial Insurance Account Handler

    Shortlist
    • £25,000 per annum, negotiable
    • Exeter
    • 26 June
    • 3 applications

    My client is a long established independent financial services provider covering Insurance and financial solutions to businesses. They are now looking to recruit for an experienced Account Handler ideally with 3+ years industry experience. The role: 3 years minimum experience dealing with commercial insurance...

  • Paraplanner/Advisor

    Shortlist
    • £29,000 - £30,000 per annum
    • Dartmouth
    • 10 June
    • 0 applications

    The position itself is a hybrid role, consisting of some paraplanning, but ultimately offering the opportunity to become a registered adviser (CF30) within the business. No client bank required You need to be prepared to travel and carry out presentations for clients across the country. In return...

  • Financial Consultant to Teachers

    Shortlist
    • £40,000 - £42,000 per annum
    • Plymouth
    • 22 June
    • 3 applications

    Whatever your personal and professional ambitions are, we believe that you can achieve great things. We're Wesleyan. We're special because we're specialist. We provide financial advice and solutions for the specific needs of doctors, dentists, teachers and lawyers. Wesleyan has a 170 year history of...

  • Business Development Team Manager

    Shortlist
    • £28,000 - £42,000 per annum, inc benefits
    • Exeter
    • 22 June
    • 7 applications

    Our client, a leading financial services provider, are seeking an inspirational leader to join their successful team. The job-holder will be responsible for managing a team of business developers to drive performance against a range of KPIs. Applicants must have strong sales management experience and...

  • Wealth Adviser - Exeter

    Shortlist
    • £40,000 - £75,000 per annum
    • Exeter
    • 26 June
    • 32 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 & protection advisers required - Exeter

    Shortlist
    • Competitive salary
    • Exeter
    • 4 days ago
    • 9 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
    • 4 days ago
    • 9 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...

  • IFA Administrator

    Featured
    Shortlist
    • £18,000 - £23,000 per annum
    • Torquay
    • 5 days ago
    • 34 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. ...

  • IFA with client bank provided

    Featured
    Shortlist
    • £35,000 - £60,000 per annum, OTE
    • Exeter
    • 5 days ago
    • 2 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...

  • Portfolio Manager

    Shortlist
    • £28,000 - £38,000 per annum
    • Exeter
    • 25 June
    • 4 applications

    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
    • 5 days ago
    • 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...

  • Insurance Consultant

    Shortlist
    • £16,380 - £20,000 per annum, negotiable
    • Exeter
    • 24 June
    • 6 applications

    My client is a long established independent insurance broker based on the far outskirts of Exeter. They have a strong local presence that has been built on exceptional personal service. They work with clients at local and national level and have formed many long-standing relationships that have enabled...

  • Debt Management Customer Adviser

    Featured
    Shortlist
    • £14,400 - £18,400 per annum
    • Plymouth
    • 2 days ago
    • 12 applications

    Customer Advisor Up to £18,400 + 25 days holiday allowance Becoming part of our Operational Arrears Management Team, you will be required to handle incoming and outgoing calls in a fast paced environment. You’ll provide a professional and assertive service using effective communication skills to monitor...

  • IFA Administrator

    Shortlist
    • £21,000 - £22,000 per annum
    • Exeter
    • 24 June
    • 16 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...

  • Portfolio Account Manager

    Shortlist
    • £40,000 per annum
    • Exeter
    • 2 days ago
    • 0 applications

    IFA Portfolio Manager Exeter £40k My client is one of our regions largest and most reputable firms of Financial Advisors. Due to sustained year on year growth they are now looking to recruit a Portfolio Account Manager to join their busy Exeter office. Key areas of Responsibility: Advise...

  • Are you a finance professional looking for roles in Devon?

    Shortlist
    • £15,000 - £120,000 per annum
    • Exeter
    • 3 days ago
    • 6 applications

    Are you a finance professional looking for new opportunities in Devon or Somerset? If so Berry Recruitment may have just the role for you. Following the recent launch of a finance division at Berry Recruitment in Exeter, we are keen to register first class candidates for a range of current and future...

  • Paraplanner / Technical Sales Support

    Shortlist
    • £25,000 - £30,000 per annum
    • Exeter
    • 19 June
    • 3 applications

    Established for over 10 years the firm provide high-calibre independent financial advice and financial planning to individuals and businesses alike. Due to expansion they seek another Paraplanner to join their very successful proposition. The role is to support Advisers in preparation for their client...

  • Claims Administrator

    Shortlist
    • £16,000 per annum
    • Exeter
    • 23 June
    • 2 applications

    The Company: Are you an Administrator with a financial services company looking for a great opportunity? Job Responsibilities: To provide administrative support to an Insurance Claims team principally and to the Clinical Services team where required To act as a point of reference for queries to...

  • Estate Agency Mortgage Broker, Plymouth, basic £28k, OTE £50k

    Shortlist
    • £25,000 - £50,000 per annum, inc benefits, OTE
    • Plymouth
    • 23 June
    • 25 applications

    Morris Jones Consulting Ref: C199053MBM Job Title: Estate Agency Based Mortgage Broker - Plymouth Salary: To £28,000 basic, plus car allowance, guaranteed commission for the first 6 months, OTE £50,000 Overview: A well respected national chain of estate agents is seeking a fully qualified Mortgage...

  • Independent Financial Advisor

    Shortlist
    • Salary negotiable
    • Barnstaple
    • 19 June
    • 1 application

    My client is a leading, long established, Financial Services firm with several offices across Somerset and Devon. With a passion for providing a personal service to their clients, they are experiencing year on year growth and are expanding their business. We are seeking an experienced Independent Financial...

  • Chartered Planner required for growing firm - clients provided

    Shortlist
    • £40,000 - £45,000 per annum
    • Exeter
    • 23 June
    • 0 applications

    An innovative Exeter based firm, who have recently seen a large increase in new clients, seek a Chartered Financial Planner to structure bespoke solutions for their HNW and entrepreneurial clients. The practice offers a unique client centric approach providing assistance in all aspects of finance. You...

  • Independent Financial Advisor - Professional Introducer

    Shortlist
    • Salary negotiable
    • Exeter
    • 19 June
    • 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

    Shortlist
    • Salary negotiable
    • Plymouth
    • 19 June
    • 2 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...

  • Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum
    • Plymouth
    • 18 June
    • 1 application

    A leading investment house and wealth management firm are looking for a Paraplanner to join their team in Plymouth. The successful individual will provide support for Financial Planning Managers by preparing business generating documentation including report writing. Key Responsibilities: Build a working...

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