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Financial Services jobs in Exeter

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Administrator

Posted 4 days ago by Professional Recruitment Ltd
An excellent opportunity has arisen with our client; a leading Wealth Management company specialising in Investment Management and Financial Planning. They are looking to recruit an Administrator to join their busy team in Exeter. You will be responsible for dealing with administration procedures and...

Investment Team Assistant - Financial Services

Posted 4 February by KB Recruitment SW Ltd
We are looking to recruit an experienced Administration Assistant for a busy Financial Services provider in their Exeter office. The role will involve carrying out secretarial and administration duties for the Investment Management Team together with reception and general office duties. Typical duties...

Paraplanner

Posted 4 February by MB Fitzgerald
We are currently recruiting an experienced Paraplanner for a leading National Financial Services company. Due to expansion within their Wealth Management division they now require an additional Paraplanner to join their busy team. My client are truly HNW and represent the top end of the Wealth Management...

Investment Administrator

Posted 4 days ago by Reed Insurance Featured
My client is one of the UK’s leading Investment and Wealth Management firms. An exciting opportunity has arisen for an Investment Administrator to join their busy Exter Office.  The successful candidate will ideally have experience working in an Investment firm or similar and be able to provide full administrative...

Customer Collections & Loans Agent - Exeter

Posted Today by Provident New
Provident - Customer Collections & Loans Agent Tired of chasing your tail working for someone else? Immediate Self Employed Opportunities in Exeter & Exmouth You could be working for yourself as a self-employed Provident Agent in your local area, visiting new and existing customers in their...

Mortgage Adviser - New Build - Basic £35k - Devon

Posted 4 days ago by JDC Professional Recruitment Ltd
Location Exeter & Plymouth Summary Top Mortgage and Protection Advisers to specialize in the New Build Sector. Basic to £35k OTE £70k car. Various Locations. Monday to Friday. No Prospecting. Qualified appointments. Job Details Appointments made and pre booked for adviser 90% of seen appointment...

Mortgage Advisor - Exeter

Posted 4 days ago by Reed Insurance Featured
An established national mortgage brokerage currently enjoying considerable growth. This is a fantastic opportunity for a hard working Mortgage Advisor. Do you want a £30k basic ? Do you want uncapped earnings ? 70k Do you want 100% of your leads qualified and provided to you? Company car? You will be...

Financial Adviser, Exeter

Posted Today by CleverHR New
An employed opportunity has arisen for a Financial Adviser to work in the Exeter area. You will demonstrate that you are a capable adviser able to meet the requirements of the business, acting in a highly professional manner with utmost integrity. You will be responsible for representing the brand to...

BBX (Business Bank Exchange) - Franchise Opportunity

Posted Today by Reed Commercial New
This is a Franchise Opportunity that requires investment, not an Employed Role. Run your own business with our support. Key Facts: Start your own BBX business Start-Up Cost: £20000 (part-funding is available) Territories available : Nationwide BBX (Business Bank Exchange) <st...

ASC Finance for Business - Entrepreneurial Financial Franchise

Posted Today by Reed Commercial New
This is a Franchise Opportunity that requires investment, not an Employed Role. Run your own business with our support. Key Facts: Start your own ASC Finance for Business business Start-Up Cost: £20000 (part-funding is available) Territories available : Nationwide What ASC Finance For Busine...

Graduate Investment Manager

Posted 5 days ago by Reed Graduates Featured
My client are a leading Investment Management Company and are looking to take a couple of Graduates into their Exeter office as Trainee Investment Managers. The main objectives in this role are as follows: - Providing support to help achieve team targets.  - Working within the Investment Management team...

Assistant Finance Manager

Posted 3 February by Avantus Recruit
This Assistant Finance Manager role will consist of responsibilities such as bank reconciliations, VAT returns, producing monthly management accounts and various other financial tasks. The ideal candidate for this role will either be studying or wanting to work towards a qualification, such as CIMA...

IFA with client bank provided

Posted 3 February by Reed Insurance Featured
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...

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Wealth Management Team Leader 12mth FTC

Posted 3 February by Cathedral Appointments Ltd
Position Summary This role is a combination of Team leader and Support role To manage and work alongside the local Financial Planning Support team, supporting the Financial Planning Director(s) plus associated Financial Planners, covering a range of Investment, Pension, Tax and Protection planning...

Paraplanner

Posted 3 February by Cathedral Appointments Ltd
To assist in developing and maintain trusting and long standing business relationships with High Net Worth (HNW) clients and to enable the Wealth Planners Managers to advise them effectively on complex products in all asset classes, wealth structuring, protection, pensions and estate planning. Supporting...

Customer Service - Protection Insurance Administrator

Posted 2 February by Cathedral Appointments Ltd
Purpose of the role: To provide a professional, quality service to clients, ensuring suitable advice for their protection insurance requirements and the efficient, smooth process of their applications from receipt of fact find through to completion. Dimensions: Advice provided for Protection products...

Financial Planner - client portfolio in place

Posted 2 days ago by Exchange Street Financial Services
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...

IFA Wealth Manager - Exeter

Posted 2 days ago by Cathedral Appointments Ltd
GENERAL SUMMARY This is an salary employed position working as an Independent Financial Adviser, offering regulated Financial Planning and Advice to existing and new clients. As an employed adviser you represent the business. As such you will be well placed to proactively address any enquiries received...

Finance Manager

Posted 1 February by Avantus Recruit
Finance Manager As Finance Manager you will take responsibility for the full financial controls of the company. You will report directly to the Company Directors providing strong analytical advice and reports regarding the company's current and long term financial position. The role covers the full...

Employed IFA Exeter

Posted 1 week ago by James Smith Recruitment Limited
We are seeking a bright and confident Independent Financial Adviser to join our client, To apply you will need to be Level 4 qualified (Diploma or equivalent) and possess good interpersonal and communication skills. This is an excellent opportunity to join an established IFA practise in an exciting...

Enforcement Agent self-employed Trainee or Certificated

Posted 3 days ago by Debt and Credit Solutions Ltd
DCS Recruitment are working in partnership with a national Enforcement Agency who are looking to recruit self-employed trainee and experienced certificated enforcement agents. These positions are available due to their rapid expansion. What we are looking for; Professional, self-motivated and responsible...

Financial Planners - Opportunities Nationwide

Posted 1 week ago by Towry Services Limited
Achievements. They’re at the heart of everything we do. Financial Planners - Opportunities Nationwide £negotiable depending on your experience and location, plus great bonus potential and benefits At Towry, we don’t just want to get the best results for our clients. We want to help them achieve their...

Experienced Paraplanner - Exeter

James Phillip Financial Recruitment have just taken on a new client, highly successful Chartered IFA practice. They are now seeking an experienced Paraplanner (minimum 3 years) to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales...

Customer Service Agent - Inbound

Posted 27 January by Cathedral Appointments Ltd
Customer Service Agent to work within Member & Supplier Support Telephone Team handling incoming calls on a first call resolution basis. Customer Service Agents are the first links in the delivery of a first class customer experience and are expected to build rapport and confidence with all callers...

Paraplanner

Posted 25 January by MB Fitzgerald
A highly regarded Chartered Accountancy practice based in 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 has become...
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