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42

Financial Services jobs in Exeter

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

    Shortlist
    • £44,000 - £80,000 per annum
    • Exmouth
    • 22 March
    • 0 applications

    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. Premier Relationship Manager...

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

    Shortlist
    • £44,000 - £80,000 per annum
    • Exeter
    • 22 March
    • 1 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. Premier Relationship Manager...

  • Operational Support Administrator - Fund Accounting

    Shortlist
    • up to £1 per annum, pro-rata
    • Exeter
    • 4 days ago
    • 2 applications

    Operational Support Administrator - Financial Services - Corporate Actions / Fund Accounting Capita Asset Services would like to hire an experienced Administrator to join our Exeter office in our Fund Accounting operations. The role is to support the fund accounting teams in order to maintain a high...

  • FINANCIAL CONSULTANT/MORTGAGE ADVISOR

    Shortlist
    • £40,000 - £45,000 per annum, OTE
    • Exeter
    • 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...

  • Pensions Administrator

    Shortlist
    • Salary not specified
    • Exeter
    • 4 days ago
    • 3 applications
    Posted by
    The Curve Group

    Pension Administrator - Exeter - Competitive Salary & Excellent Benefits - Permanent JLT Employee Benefits are looking for Pension Administrators to join our office in Exeter. JLT Group is one of the world's largest providers of insurance, reinsurance and employee benefits related advice, brokerage...

  • Mortgage Advisor - In House Leads, Great OTE x 3

    Shortlist
    • £25,000 - £60,000 per annum, OTE
    • Exeter
    • 5 days ago
    • 1 application

    Self Employed Mortgage Advisor - In House Leads, Great OTE x 3 The Role A Home Based Mortgage Advisor is required for a successful National Mortgage and Insurance broker specialising in arranging all types of residential and buy to let mortgages. The Ideal candidate will need to be well polished...

  • Financial Consultant - Employed

    Shortlist
    • £42,000 - £60,000 per annum
    • Exeter
    • 17 March
    • 8 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...

  • Medical Insurance Claims Assesor

    Shortlist
    • £18,000 - £19,000 per annum
    • Exeter
    • 5 days ago
    • 22 applications

    Private Medical Insurance Claims Assessor Benefits: Company Pension, Private Medical Insurance, Income Protection Cover & free car parking 4 days a week. PURPOSE OF THE POSITION To manage claims across all PMI products by balancing the need for making sound commercial decisions with treating...

  • Mortgage Support Consultant

    Shortlist
    • £13,000 - £17,500 per annum, OTE
    • Exeter
    • 17 March
    • 4 applications

    Role Purpose: To proactively manage Mortgage/Protection applications through to exchange and completion. To provide support and resolution of customer enquiries. Reports to: Mortgage Team Manager Relationships: Working on a team of support consultants, the candidate will be required to build good relationships...

  • Independent Financial Adviser

    Shortlist
    • Commission only
    • Exeter
    • 17 March
    • 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...

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

    Shortlist
    • £44,000 - £80,000 per annum
    • Exeter
    • 16 March
    • 2 applications

    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. Premier Relationship Manager...

  • Financial Adviser (High Net Worth)

    Shortlist
    • £38,400 - £50,400 per annum, negotiable
    • Exeter
    • 20 March
    • 1 application

    Our client is a well respected High Street Bank who is looking to recruit an experienced high net worth Financial Adviser / Relationship Manager to grow and relationship manage a portfolio of high net worth clients with disposable assets between £150,000 and £500,000. Role Responsibilities Delivering...

  • IFA - lead provision in place

    Shortlist
    • £40,000 - £80,000 per annum, OTE
    • Exeter
    • 20 March
    • 2 applications

    Our client is an established financial planning practice with existing consultants based throughout the UK. Due to continued demand for their services and upcoming retirements they are now seeking to add additional IFAs in: o Scotland (Glasgow, Edinburgh, Dundee, Aberdeen) o Manchester / Liverpool o...

  • Actuarial Analsyt

    Featured
    Shortlist
    • £30,000 - £60,000 per annum
    • Exeter
    • 3 days ago
    • 2 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...

  • compliance consultant

    Shortlist
    • £35,000 - £40,000 per annum
    • Exeter
    • 19 March
    • 0 applications

    THIS ROLE WOULD IDEALLY FIT A PARA PLANNER LOOKING TO MOVE IN TO A COMPLIANCE ROLE Job Purpose Aligned with Company strategy and core values, the role involves providing template reports covering all aspects of comprehensive financial planning and individual areas of financial advice (and related matters)...

  • Corporate IFA role, leads provided

    Featured
    Shortlist
    • £30,000 - £60,000 per annum, OTE
    • Exeter
    • 19 March
    • 1 application

    Organisation Description I am currently recruiting for a firm that has been established in the South-West for over 40 years. They have a thriving general insurance arm and due to an increase in leads, mostly corporate, provided to the financial services division, they have a vacancy for an employed...

  • Mortgage Advisor

    Featured
    Shortlist
    • £25,000 - £32,000 per annum
    • Exeter
    • 3 days ago
    • 1 application

    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...

  • Insurance Development Executive

    Shortlist
    • £30,000 - £45,000 per annum
    • Exeter
    • 17 February
    • 13 applications

    Insurance Development Executive To develop commercial and associated insurance business. Meet agreed pre-defined sales targets. Covering South Devon and Cornwall. To identify prospective commercial clients, visit to establish and review their insurance requirements. Manage and maintain existing opportunity...

  • Relationship based financial advice to quality bank clients

    Shortlist
    • £45,000 - £80,000 per annum
    • Exeter
    • 19 March
    • 0 applications

    Our client is one of the UK’s most respected banking organisations who have weathered recent times particularly well and are now growing their proposition for providing financial and banking advice to their affluent and HNW clients. To secure this role you will not only be an experienced level 4 adviser...

  • Independent Financial Advisor - Professional Introducer

    Shortlist
    • Salary negotiable
    • Exeter
    • 3 days ago
    • 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...

  • Administrator

    Shortlist
    • Salary not specified
    • Exeter
    • 13 March
    • 9 applications
    Posted by
    The Curve Group

    Administrator - Exeter - Competitive Salary & Excellent Benefits - Permanent JLT Employee Benefits are looking for Administrators to join our Pensions Administration team at our office in Exeter. JLT Group is one of the world's largest providers of insurance, reinsurance and employee benefits...

  • Independent Financial Advisor - Professional Introducer

    Shortlist
    • Salary negotiable
    • Exeter
    • 13 March
    • 1 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...

  • Paraplanner

    Shortlist
    • £25,000 - £35,000 per annum
    • Exeter
    • 12 March
    • 15 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
    • 12 March
    • 3 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

    Shortlist
    • £30,000 - £40,000 per annum
    • Exeter
    • 12 March
    • 4 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...

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