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Date: Today
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Exeter, Devon
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£30,000 - £35,000 per annum
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0 applications
Reporting to the Senior Corporate and Central Accountant, this pivotal role as Business Analyst involves month end accounting and reporting, annual budget setting, capital reporting, year end preparation of both statutory and regulatory accounts, internal and external audit liaison along with ad hoc project work involving NPV appraisals. We are looking for an exceptional candidate who can demonstrate the ability to work collaborative...
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Date: Today
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Exeter, Devon
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£30,000 - £35,000 per annum
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0 applications
Reporting to the Operations Finance Manager, this pivotal role as Management Accountant involves month end accounting for the Operations budget, annual budget setting, capital reporting, regulatory reporting, close collaboration with function Contract Managers along with ad hoc project work. We are looking for an exceptional candidate who can demonstrate the ability to work collaboratively and with experience in preparing, analysing ...
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Date: Today
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Exeter, Devon
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£30,000 - £35,000 per annum
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0 applications
Reporting to the Operations Finance Manager, this pivotal role as Management Accountant involves month end accounting and reporting for the Operations budget, annual budget setting, capital reporting, regulatory reporting, collaboration with the function Contract Managers to ensure financial performance and identifying efficiencies, along with ad hoc project work. We are looking for an exceptional candidate who can demonstrate the ab...
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Date: 27 April
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Exeter, Devon
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£28,000 - £32,000 per annum
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1 application
Joining as a qualified corporate services senior based in Exeter, recently qualified ACA, ACCA, or equivalent. Or, you will have up to two years or so, post qualified experience joining a team of professionals with varied backgrounds across Top 4, Mid Tier and regional independent firm background of varying size. The firm is passionate about the more rounded service and holistic approach to their client base, partnering them through ...
Our client, a reputable financial planning practice has a vacancy in Exeter for a Chartered Financial Planner. Working with the existing team of a Financial Planning organisation in providing financial advice to the company's clients. Duties will be as follows: - Delivering high quality advice to both new and existing clients. - Managing clients' investment portfolios on an advisory basis, conducting product and invest...
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Date: 5 days ago
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Exeter, Devon
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£25,000 - £30,000 per annum, OTE
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1 application
Organisation Description Founded over 25 years ago this company has grown to become a leading private client investment adviser, looking after over £4 billion of assets for more than 50,000 clients. We offer a range of investment services from Select for self-directed investors to Investment Advisory and Investment Management services for clients who do not have the time or inclination to manage their own i...
Our client is a very well established traditional Investment Management company with a sizeable operation in Exeter. In this role you will provide a professional investment service to HNW clients, developing existing and new client relationships. You will work with a senior Investment Director reviewing portfolios for the ongoing suitability of investments and to ensure objectives are being met. You’ll arrange deals for clients in st...
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Date: 5 days ago
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Exeter, Devon
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£50,000 - £80,000 per annum
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4 applications
Organisation Description A well-established IFA firm in Exeter has a vacancy for innovative Advisers to come in and provide holistic financial planning to a range of high net worth individuals. Job Description You will be responsible for both an active client bank and for advising high net worth individuals from a recently acquired client bank. While advice will ...
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Date: 2 days ago
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Exeter, Devon
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£40,000 - £75,000 per annum, negotiable
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0 applications
Portfolio Manager - Investments Location: Exeter Salary: £Competitive plus benefits Our client, one of the UKs largest and well established Financial Services organisations, are seeking a new Investment Portfolio Manager for their Exeter branch. This role will see you provide a professional investment service to all clients whilst developing existing and new client relationships Responsibilities<br /...
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Date: 14 May
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Exeter, Devon
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£20,000 - £31,000 per annum
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1 application
Portfolio Manager sought for a Financial Services/Wealth Management business in Devon in order to provide a professional investment service to clients, whilst developing existing and new client relationships. As an experienced portfolio manager you will ideally possess an investment certificate or Investment Advise Diploma as well as practical experience in the industry to include extensive knowledge of investment management processes...
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Date: 3 days ago
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Exeter, Devon
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£29,000 - £55,000 per annum, OTE
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11 applications
Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within their Exeter, Devon branch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings pote...
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Date: 3 days ago
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Exeter, Devon
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£29,000 - £55,000 per annum, OTE
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6 applications
Organisation Description Our client is one of the UK’s major financial services groups and they are looking for a fully CeMap or equivalent qualified Mortgage Advisor to work covering their bank based Mortgage business within their Exeter, Devon branch. This role provides a superb opportunity for mortgage professionals looking to progress their career to the next level. The position offers excellent earnings pote...
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Date: 3 days ago
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Exeter, Devon
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£50,000 per annum, OTE
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1 application
Spicerhaart the UK's leading independent property group has immediate vacancies for high performing and fully qualified Independent Mortgage and Protection Advisors. Our remuneration and rewards package is everything you would expect from a dynamic, forward thinking and innovative organisation. Realistic OTE exceeds £50k and includes attractive basic salary, unlimited commission scheme (no threshold or salary validation) plus an...
5 jobs matching this search were posted in the last week
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Date: 1 week ago
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Exeter, Devon
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£60,000 - £100,000 per annum
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1 application
An experienced Independent Financial Advisor is sought to join this well established IF Practice, established for more than 10 years. The organisation had worked hard over the last 10 years to establish an ethical and profitable business. They offer a compliant working environment for their associates to build their business, whilst they take the full risk, responsibility and reliability. Title: Independent Financial Advi...
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Date: 13 May
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Exeter, Devon
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£25,000 - £30,000 per annum
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0 applications
Portfolio Manager Location: Exeter Salary: £25,000 - £30,000 This is an incredible opportunity to be working for one of the leading stockbroking and investment management companies in the UK that offer traditional, high-quality service to the discerning private investor. In this position you will be given great responsibility and a wide rage of duties to manage client portfolios. Duties and Require...
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Date: 9 May
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Exeter, Devon
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£35,000 - £45,000 per annum
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4 applications
Our client, a forward thinking fee based wealth management firm is seeking to expand their team in Exeter with a Compliance Officer. The practice offers a unique client approach to business, providing assistance in all aspects of finance. Working within risk and compliance, this role will help to ensure that the appropriate compliance processes are adhered to across the company in line with the FSA. Responsibilities will in...
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Date: 9 May
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Exeter, Devon
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£21,550 per annum, inc benefits
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13 applications
Mortgage Adviser Be part of our story Every company has a story. A story of where they have been so far and a story in the making. We’ve faced many challenges in our history. But we have a clear goal and we’re making great progress towards it. We’re working together to become one of the world’s most admired, valuable and stable banks. To do that we need good people. People who are passionate about deliveri...
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Date: 8 May
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Exeter, Devon
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£40,000 - £60,000 per annum
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0 applications
IFA required for growing FS business. My client is a regional business that has been operating in South West for a number of years and covers a wide remit in terms of financial advice and wealth management. They are currently entering their next phase of growth and are looking to appoint a self -employed IFA to cover the Exeter and East Devon area. This is a fantastic opportunity for an IFA who wants to maintain their self-employed...
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Date: 16 May
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Exeter, Devon
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£25,000 - £32,000 per annum, negotiable
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7 applications
Purpose of Role: Provide Remote Paraplanning support for Financial Advisers. Work with a variety of pension, protection and investment products in order to provide a high quality service to our clients. Duties and Responsibilities: Suitability letters. Pension Reviews and Recommendations. Investment Reviews and Recommendations. Protection Reviews and Rebroking. <...
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Date: 3 May
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Exeter, Devon
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£26,000 - £53,000 per annum
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4 applications
£26k basic + car allowance + Package - £53k on target earnings Our client is one of the UK's top specialists in Equity Release and Home Reversion plans is looking for an additional face to face adviser to be based from home. Your role will be to visit customers in their homes to provide quality equity release advice to clients and agree their needs and aspirations. You will then search the market on...
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Date: 3 May
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Exeter, Devon
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£25,000 - £35,000 per annum, OTE
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2 applications
Diploma Qualified Paraplanner Exeter £30,000 plus bonus Our client is a HNW Wealth Management business with a highly respected and very successful presence within the UK financial services market.Due to expansion they are now looking to expand its technical team by recruiting for an experienced Diploma qualified Paraplanner. You duties will be to support a number ...
My client is an award winning firm and trusted source of financial advice in the UK. They have offices across the UK and over 200 professional advisers. They are seeking to expand their business by taking on experienced level 4 financial professionals to provide a holistic financial planning service to prospective and existing clients in the Private Wealth Department. Working within a mature and supportive environment, you will...
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Date: 30 April
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Exeter, Devon
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£35,000 - £45,000 per annum
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4 applications
Our client, a forward thinking fee based wealth management firm is seeking to expand their team in Exeter with a Compliance Officer. The practice offers a unique client approach to business, providing assistance in all aspects of finance. Working within risk and compliance, this role will help to ensure that the appropriate compliance processes are adhered to across the company in line with the FSA. Responsibilities will in...
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Date: 27 April
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Exeter, Devon
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£40,000 - £50,000 per annum
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1 application
Employed IFA £40k - £50k + Package + Bonuses Verridian have been retained by this independent firm of Wealth advisors who are recruiting for a Diploma qualified financial advisor to join their team based in the South West. The role will be based from home covering Cornwall and Devon. The firm offer fee-based, independent financial advice and investment management services to private and corporate cl...
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Date: 27 April
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Exeter, Devon
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£26,000 - £53,000 per annum
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3 applications
£26k basic + car allowance + Package - £53k on target earnings Our client is one of the UK's top specialists in Equity Release and Home Reversion plans is looking for an additional face to face adviser to be based from home. Your role will be to visit customers in their homes to provide quality equity release advice to clients and agree their needs and aspirations. You will then search the market on...
