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Financial Services jobs in Exeter

 
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  • Chartered Planner Required for Growing Firm - Clients Provided

    Shortlist
    • £35,000 - £45,000 per annum
    • Exeter
    • 14 April
    • 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...

  • Logistics Cost Controller

    Shortlist
    • Salary not specified
    • Exeter
    • 5 days ago
    • 1 application

    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...

  • Telephone Sales Account Manager

    Shortlist
    • £22,000 - £25,000 per annum
    • Exeter
    • 14 April
    • 1 application

    The Company: We are very pleased to have an opportunity with a well established and reputable client in Exeter. They are looking for an Account Manager with a proven track record in sales, who displays a high level of professionalism, has excellent communication skills both written and verbal. This...

  • IFA Administrator

    Featured
    Shortlist
    • £20,000 - £22,000 per annum
    • Exeter
    • 14 April
    • 5 applications

    Expanding UK Regional Investment and Wealth Manager requires a client services associate The primary purpose of this role is to deliver a first class, compliant, effective and efficient administration client service at all times to both internal and external clients. · Maintain core systems ensuring...

  • Head of Channel Management and Proposition Development

    Shortlist
    • £70,000 per annum
    • Exeter
    • 14 April
    • 0 applications

    Head of Channel Management and Proposition Development Opportunity in Exeter. My client is a long standing, award winning financial services organisation with a successful track record. The position of Head of Channel Management and Proposition Development is a newly created role and will focus on developing...

  • Financial Planner - Devon

    Featured
    Shortlist
    • £30,000 - £40,000 per annum
    • Exeter
    • 5 days ago
    • 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...

  • Bank based IFA, High Net Worth Wealth Arm- NEW

    Shortlist
    • £40,000 - £70,000 per annum, inc benefits, OTE
    • Exeter
    • 13 April
    • 9 applications

    A great opportunity has become available to join one of the top Banks in the World in their prestigious Private Client division You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is an All Leads provided culture with realistic hours...

  • Financial Consultant - Employed

    Shortlist
    • £42,000 - £60,000 per annum
    • Exeter
    • 6 days ago
    • 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...

  • Customer Service Agent - Financial Services

    Shortlist
    • Competitive salary
    • Exeter
    • 17 April
    • 2 applications

    Customer Service Agent required by my client based on the outskirts of Exeter. Reporting in to the Operations Team Manager, the main purpose of this position is to act as the first point of contact to the business via telephone, email, post and fax. You will handle and appropriately direct all incoming...

  • IFA

    Shortlist
    • £30,000 - £55,000 per annum
    • Exeter
    • 13 April
    • 1 application

    We currently require an experienced Financial Adviser to join a boutique IFA based in the centre of Exeter. Our client is a well-respected wealth management organisation who advise HNW clients across the South West of England. Due to steady growth and increasing business levels over the last five years...

  • Independent Financial Adviser

    Shortlist
    • Commission only
    • Exeter
    • 6 days ago
    • 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

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

  • Actuarial Analsyt

    Featured
    Shortlist
    • £30,000 - £60,000 per annum
    • Exeter
    • 3 days ago
    • 4 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...

  • Investment Manager

    Shortlist
    • £30,000 - £45,000 per annum
    • Exeter
    • 3 days ago
    • 3 applications

    A fantastic opportunity has arisen to become a part of one of the fastest growing international financial services organisations in the UK, as an Investment Manager. Our client who have vibrant offices in Exeter, seek someone special to assist in contributing towards their vision of un-rivalled advice...

  • Investment Manager/DFM

    Shortlist
    • £35,000 - £60,000 per annum, negotiable
    • Exeter
    • 3 days ago
    • 0 applications

    Our client, a well known firm of Chartered Financial Planners and Discretionary Fund Managers, is looking for an experienced Investment manager to drive forward their new DFM and private client portfolio management activities. They are looking for an experienced individual possessing at least a level...

  • Financial Services Administrator

    Shortlist
    • £20,000 per annum
    • Exeter
    • 3 days ago
    • 4 applications

    Financial Services Administrator £20K Exeter My client is a long established independent firm of IFA's. Due to internal promotion they are now looking to recruit a financial services administrator to join there small friendly team. Maintain core systems ensuring that all tasks are carried out...

  • Client Services Support - National Wealth company

    Shortlist
    • £20,000 - £23,000 per annum
    • Exeter
    • 3 days ago
    • 1 application

    Our client is a fast, growing wealth advice and investment management business who have a vision to become one of the UK’s leading providers of Wealth advice. They currently have a great opportunity to take on a Client Services associate todeliver a first class, compliant, effective and efficient administration...

  • Mortgage Adviser - High Street bank, to £30,000 pkge

    Shortlist
    • £22,000 - £30,000 per annum
    • Exeter
    • 12 April
    • 13 applications

    You will be branch based providing your expert advice on the full range of mortgage products available and so you’ll be an essential part of the customer's journey to securing their new home. You'll talk to customers at various stages of their lives and product needs one to one, listen to their individual...

  • 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...

  • Sales Administrator - Financial Services

    Shortlist
    • £18,000 - £20,000 per annum
    • Exeter
    • 4 days ago
    • 5 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...

  • Business Development Manager

    Shortlist
    • £25,000 - £35,000 per annum
    • Exeter
    • 15 April
    • 6 applications

    Business Development Manager Nationwide Insurance broker, committed to providing customers with the most cost effective route to buy online life assurance non-advised. The role A true business development role. The Business Development Manager will be required to: Maintain and develop existing...

  • Clients Services Administrators

    Featured
    Shortlist
    • £21,000 - £22,000 per annum
    • Exeter
    • 10 April
    • 11 applications

    Organisation Description I have an exciting opportunity to join a small but established client servicing team based in Exeter. If you have previous experience working in a fast paced financial services environment then please get in touch today Job Description • Maintain core systems ensuring that...

  • Senior/ Sales Support Administrator - Financial Services

    Shortlist
    • Competitive salary
    • Exeter
    • 10 April
    • 4 applications

    Sales Support Administrator required by my client to work based either in Exeter or Plymouth. This is a fantastic opportunity to work for an established professional services organisation. The main purpose of this position is to provide full administrative support to the team of consultants who are providing...

  • Corporate IFA

    Shortlist
    • £35,000 - £50,000 per annum
    • Exeter
    • 10 April
    • 0 applications

    We are pleased to be working with this well established national IFA practice which, due to expansion, currently requires an Independent Financial Advisor / Employee Benefits Advisor to provide expert advice to their Corporate clients. The candidate should be an experienced IFA used to dealing with...

  • Financial Planning Administrator

    Shortlist
    • £20,000 - £22,000 per annum
    • Exeter
    • 10 April
    • 6 applications

    Job Purpose The primary purpose of this role is to deliver a first class, compliant, effective and efficient administration client service at all times to both internal and external clients. Responsibilities and Accountabilities Maintain core systems ensuring that all tasks are carried out and completed...

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