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Financial Services jobs in Exeter

 
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  • Commercial Insurance Account Handler

    Just Added
    Shortlist
    • £25,000 per annum, negotiable
    • Exeter
    • Yesterday
    • 1 application

    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...

  • Wealth Manager

    Shortlist
    • £75,000 per annum, negotiable
    • Exeter
    • 27 August
    • 1 application

    There has never been a more exciting time to join this company. Their vision is to become the UK’s leading provider of wealth advice. They are a growing, professional company, focused on delivering high quality financial planning and investment management to their clients. Salary: Up to 75K but this...

  • Financial Planner - Devon

    Featured
    Shortlist
    • £45,000 - £75,000 per annum
    • Exeter
    • 27 August
    • 1 application

    Our client is looking for a wealth manager to join its team in Exeter to fulfil the following tasks: plan, implement and execute the annual Business Plan in line with the Individual Private Client Targets and as agreed with the Private Client Manager build new client relationships maintain and develop...

  • Mortgage & Protection Consultant

    Shortlist
    • Salary negotiable
    • Exeter
    • 13 August
    • 5 applications
    Posted by
    W&P Ltd

    We are looking for a fully qualified and experienced mortgage consultant to work within a vibrant, successful estate agency. Must be highly professional to deal with a sophisticated client base, motivated and above all, must integrate within a team. Organisation, communication and time management are...

  • Financial Planner

    Shortlist
    • £75,000 per annum
    • Exeter
    • 25 August
    • 1 application

    Our client is a well-established privately owned wealth advice business with offices across the United Kingdom. They are looking to recruit an experienced Financial Planner/Wealth Manager based in Exeter. The ideal candidate will have experience working with HNW or UHNW clients and must be willing and...

  • Wealth Planner - Devon

    Featured
    Shortlist
    • £45,000 - £75,000 per annum
    • Exeter
    • 25 August
    • 1 application

    Our client is looking for a wealth manager to join its team in Exeter to fulfil the following tasks: plan, implement and execute the annual Business Plan in line with the Individual Private Client Targets and as agreed with the Private Client Manager build new client relationships maintain and develop...

  • Financial Planner - client portfolio in place

    Shortlist
    • £40,000 - £75,000 per annum
    • Exeter
    • 25 August
    • 38 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...

  • Financial Planner

    Shortlist
    • £45,000 - £75,000 per annum
    • Exeter
    • 24 August
    • 2 applications

    A leading Wealth Management organisation currently requires an experienced IFA to join their Exeter office. This organisation are well known across the UK, they have offices across the country and are a market leader in their sector. Due to increased business levels throughout the past two years, they...

  • Wealth Adviser/Financial Planner

    Shortlist
    • £70,000 - £75,000 per annum, OTE
    • Exeter
    • 24 August
    • 2 applications

    Wealth Adviser Exeter Up to £75K + Bonus, Pension, DIS, Laptop & Mobile My client is a fast growing Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services to private individuals. And as part of the...

  • Paraplanner

    Shortlist
    • £20,000 - £30,000 per annum
    • Exeter
    • 24 August
    • 3 applications

    A Paraplanner is required by my client based in the South West for their Exeter office. As a Paraplanner, you will be responsible for the research of all areas of financial services and to acquire and maintain knowledge of the industry. In addition, you will be required to then produce client reports...

  • IFA with client bank provided

    Featured
    Shortlist
    • £35,000 - £60,000 per annum, OTE
    • Exeter
    • 4 days ago
    • 8 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...

  • Mortgage Advisor with Leads - Great OTE x 3

    Shortlist
    • £35,000 - £75,000 per annum, inc benefits, OTE
    • Exeter
    • 28 August
    • 0 applications

    The Role - Mortgage Advisor up to 80% commission split A Home Based Mortgage Advisor is required for a successful National Mortgage and Insurance broker who currently have a team of 44 home based advisors specialising in arranging all types of residential and buy to let mortgages. The Ideal candidate...

  • Administrator Pensions

    Shortlist
    • Salary not specified
    • Exeter
    • 19 August
    • 8 applications
    Posted by
    The Curve Group

    Pension Administrator - Leatherhead - Competitive Salary & Excellent Benefits 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...

  • Paraplanner - Exeter Area

    Shortlist
    • £30,000 - £36,000 per annum
    • Exeter
    • 18 August
    • 1 application

    Our clients view of a Paraplanner is different to most, and so they want your view of the industry to be different to that of most Paraplanners. They expect that you are either Chartered or Certified or very near to achieving either and that you will act as a critical friend to their clients, helping...

  • Paraplanner

    Shortlist
    • £25,000 - £35,000 per annum
    • Exeter
    • 17 August
    • 0 applications

    A highly regarded Chartered Accountancy practice based in the centre of Exeter now requires an additional Paraplanner to join their Financial Planning team. The company are one of the biggest names in market and as such attract HNW individuals from across the country. Their Financial Planning offering...

  • Paraplanner

    Featured
    Shortlist
    • £25,000 - £28,000 per annum
    • Exeter
    • 17 August
    • 3 applications

    To provide planning, research and compliance assistance in order to enable the IFAs to work efficiently and profitably and to personally contribute towards the fee earning potential of the team. -To undertake para-planning duties to the professional and quality standards required by theCompany and FCA...

  • Mortgage Adviser / Mortgage Advisor - Exeter

    Shortlist
    • £20,000 - £28,000 per annum
    • Exeter
    • 12 August
    • 12 applications

    Mortgage Adviser / Mortgage Advisor - Exeter Calling all Mortgage Advisers Basic Salary Up to £28K + Car / Car Allowance + Uncapped Commission OTE: £50K One of the most successful estate agents in the UK are looking for an experienced mortgage adviser to work in Exeter. This opportunity will provide the...

  • Investment Assistant

    Shortlist
    • £22,000 - £25,000 per annum
    • Exeter
    • 7 August
    • 18 applications

    This role with a leading financial services provider will provide the successful applicant with an opportunity to move into Investment management as their career develops. In this role you will provide effective administrative and investment support for three Senior Investment Managers. This will involve...

  • Financial Adviser

    Shortlist
    • Commission only
    • Exeter
    • 7 August
    • 0 applications

    Title - Financial Adviser Salary - 80/20 Self Employed Split Location - Exeter ref 9765 Opportunity to work along side 3 other Advisers in a desirable, very supporting firm. Candidate to be motivated to be chartered in the near future. Good lead generation of portfolio sizes minimum £100K+. Candidate...

  • Paraplanner

    Shortlist
    • Competitive salary
    • Exeter
    • 6 August
    • 0 applications

    Paraplanner based in Exeter with large financial organisation. Competitive basic salary with good benefits. Main Duties Support Financial Planners Research clients financial arrangements Construct financial planning strategies Produce financial planning reports Assist in preparation for client meetings...

  • Paraplanner - Home based

    Shortlist
    • £35,000 - £40,000 per annum
    • Exeter
    • 6 August
    • 11 applications

    To provide a paraplanning services to the Directors and the wider group. Desired: IT office skills including Word, Powerpoint and Excel, email and internet Advanced Diploma in Financial Planning/Chartered Status Excellent communication and ability to deal with individuals at all levels within and...

  • Paraplanner

    Featured
    Shortlist
    • £25,000 - £30,000 per annum
    • Exeter
    • 6 August
    • 0 applications

    A great opportunity to join a small yet established team has arisen in Exeter. This role will require you to support the team of Financial Planners both in terms of new business and delivering a high level of on-going client service. Paraplanning Duties • Support the Financial Planning team to meet business...

  • Paraplanner

    Shortlist
    • Competitive salary
    • Exeter
    • 6 August
    • 0 applications

    Paraplanner Location: Devon Competitive basic salary + Benefits I am currently working with a well established financial services firm who require a Paraplanner. You will be joining a team who are growing due to positive developments within the organisation. You will be working with Advisors on all...

  • Financial Services Administrator

    Shortlist
    • Competitive salary
    • Exeter
    • 6 August
    • 9 applications

    My client is a well established Financial Services Company based in Devon, looking for a Client Liaison Officer. Competitive base salary with good benefits To provide all aspects of administrative support to a team of financial planners generating and maintaining excellent customer service. Responsibilities...

  • Medical Insurance Claims Assesor

    Shortlist
    • £18,000 per annum
    • Exeter
    • 28 July
    • 36 applications

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

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