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58

Financial Services jobs in Exeter

 
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  • Financial Services Administrator

    Just Added
    Shortlist
    • £18,000 - £22,000 per annum
    • Exeter
    • Yesterday
    • 2 applications

    A fantastic opportunity has arisen for a Financial Services Administrator to join a well-established and successful company in Exeter. You will be responsible for processing and allocation of adviser remuneration and organising accounts on a monthly basis to be sent to the accountants. The ideal candidate...

  • Graduate Opportunity

    Shortlist
    • Salary not specified
    • Exeter
    • 19 February
    • 3 applications
    Posted by
    The Curve Group

    Graduate Opportunity - Exeter - Competitive Salary & Excellent Benefits - Permanent JLT Employee Benefits are looking for bright graduates to join our office in Exeter in graduate trainee position. JLT Group is one of the world's leading providers of insurance, reinsurance and employee benefits...

  • Actuarial Analsyt

    Featured
    Shortlist
    • £30,000 - £60,000 per annum
    • Exeter
    • Yesterday
    • 0 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...

  • Employed Wealth Adviser

    Featured
    Shortlist
    • £40,000 - £75,000 per annum, inc benefits
    • Exeter
    • 5 days ago
    • 4 applications

    Organisation Description My client is an expanding wealth advice and investment management firm with a vision to become the UK’s leading provider of wealth advice. They offer fee-based, independent financial advice and investment management services to High Net Worth Individuals My client is well...

  • Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum, OTE
    • Exeter
    • 5 days ago
    • 2 applications

    We are working with a National Wealth Management Company seeking a Paraplanner to join their office to work alongside the IFA Director. The ideal candidate will have experience of working as a Paraplanner, excellent interpersonal and communication skills with a proven record of writing high quality...

  • Intelligent Office Administrator

    Just Added
    Shortlist
    • £17,000 - £20,000 per annum
    • Exeter
    • Yesterday
    • 0 applications

    Our client, a leading Financial Planning organisation with an unrivalled reputation, is looking to recruit an experienced Administrator to join their busy offices based in Exeter. You will be supporting a team of financial advisors with a focus on running the commission/fee system using Intelligent Office...

  • Wealth Adviser - Exeter

    Shortlist
    • £40,000 - £75,000 per annum
    • Exeter
    • 5 days ago
    • 30 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
    • 5 days ago
    • 1 application

    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...

  • Paraplanner

    Featured
    Shortlist
    • £25,000 - £30,000 per annum
    • Exeter
    • 5 days ago
    • 4 applications

    Organisation Description Our client, a reputable Accountancy Practice and Financial Planning company in Exeter require an additional Paraplanner to join their team. Job Description • Support the Financial Planning team to meet business targets • Research clients’ financial arrangements, analyse investment...

  • Pension Transfer Analyst (Financial Services)

    Shortlist
    • £25,000 per annum, negotiable
    • Exeter
    • 5 days ago
    • 6 applications

    Defined benefit and defined contribution Pension Analyst required for Independent Financial Advisers. Based in our Tiverton (near Exeter) or Bristol office or possibly working from home. This is a flexible full time position working 37.5 hours a week. We may also consider part time candidates who would...

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

    Shortlist
    • £44,000 - £80,000 per annum
    • Exeter
    • 14 February
    • 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...

  • Personal Lines Insurance Broker

    Shortlist
    • £18,000 - £25,000 per annum
    • Exeter
    • 17 February
    • 5 applications

    A fantastic opportunity has arisen to join our client as an Insurance Broker within their Exeter branch. Our clients are a large successful U.K Insurance Brokers who continue to grow. They are now looking for current and future stars in their business. Pure and simple you need to be driven, ambitious...

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

    Shortlist
    • £40,000 - £70,000 per annum, inc benefits, OTE
    • Exeter
    • 13 February
    • 7 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...

  • compliance consultant

    Shortlist
    • £35,000 - £40,000 per annum
    • Exeter
    • 17 February
    • 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)...

  • Junior Paraplanner

    Shortlist
    • £23,000 - £26,000 per annum
    • Exeter
    • 3 days ago
    • 2 applications

    A very successful IFA practice based in the centre of Exeter is looking to recruit a Senior Administrator/Junior Paraplanner. You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Junior Paraplanner you...

  • Financial Planning Executive

    Shortlist
    • £18,000 - £23,000 per annum
    • Exeter
    • 3 days ago
    • 4 applications

    We are working with a Chartered firm of Accountants with an established Wealth Management arm to recruit a Financial Planning Executive/Administrator to join their Exeter based team. As a key part of this office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks...

  • Bid/Grant Writer

    Shortlist
    • £25,000 per annum
    • Exeter
    • 13 February
    • 2 applications

    Job Title: Bid/Grant Writer Location: Southernhay, Exeter Salary: From £25,000 per Annum, Depending on Experience Bid/Grant Writer - Job Summary: Our client is seeking to recruit a Lead Grant Writer with demonstrable experience of developing successful bids on behalf of private sector companies. The...

  • Insurance Development Executive

    Shortlist
    • £30,000 - £35,000 per annum
    • Exeter
    • 17 February
    • 9 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...

  • IFA Administration Manager

    Shortlist
    • £25,000 - £30,000 per annum
    • Exeter
    • 17 February
    • 10 applications

    Job Purpose To provide a first-class Office Management, Administration & Paraplanning support to Advisers within the Exeter office. To promote as a premier provider of quality financial solutions within the parameters of the FCA’s Principles and Rules. Key Tasks To provide first-class Office...

  • Independent Financial Advisor - Professional Introducer

    Shortlist
    • Salary negotiable
    • Exeter
    • 13 February
    • 2 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...

  • Countrywide Remortgage Specialist

    Shortlist
    • £22,000 - £33,000 per annum
    • Exeter
    • 20 February
    • 1 application

    Countrywide Remortgage Specialist Job Summary To provide clients with professional reviews of their mortgage, associated life assurance and general/creditor insurance protection requirements, ensuring advice standards and business targets are achieved. Key Responsibilities To provide clients with...

  • Financial Consultant - Employed

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

  • Independent Financial Adviser

    Shortlist
    • Commission only
    • Exeter
    • 4 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...

  • Wealth Specialist - Exeter

    Shortlist
    • £40,000 - £46,000 per annum
    • Exeter
    • 4 days ago
    • 1 application

    My client is a global organistation who have branches throughout the UK. They are looking for a wealth specialist who can manage a portfolio of £20 million in funds under management. You will have a team around you for lead generation and administrative support. A live client base to work with and...

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

    Shortlist
    • £22,000 - £30,000 per annum
    • Exeter
    • 20 February
    • 10 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...

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