If you are a high-calibre professional Financial Adviser with a transferable client bank, this promising vacancy is an opportunity for significant career advancement. A prestigious IFA with offices throughout the UK are seeking an ambitious and proven IFA to join their rapidly expanding operation in Exeter. Clients/leads are provided but a small transferable client bank would be desirable. All administration and Paraplanning is provided lea...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
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Date: 14 May
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Exeter, Devon
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£50,000 - £100,000 per annum
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1 application
Organisation Description Our well-respected client, a nationally recognised IFA practice which has recently acquired a couple of established companies, has a vacancy for a fully qualified IFA to come in and provide fee-based financial advice to its plethora of prestigious high net worth clients. Job Description This employed role can be home-based or office-based, ideally ...
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Date: 14 May
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Exeter, Devon
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£50,000 - £80,000 per annum
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0 applications
Organisation Description Our well-respected client, a nationally recognised IFA practice which has recently acquired a couple of established companies , has a vacancy for a fully qualified IFA to come in and provide fee-based financial advice to its plethora of prestigious high net worth clients. Job Description This employed role ...
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Date: 14 May
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Exeter, Devon
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£25,000 - £50,000 per annum
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3 applications
Organisation Description My client is a well-established firm of Chartered Accountants , 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 specialisms, they require an experienced IFA to feed off leads from pa...
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Date: 5 days ago
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Exeter, Devon
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£40,000 - £50,000 per annum
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0 applications
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
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Date: 14 May
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Exeter, Devon
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£18,500 - £20,000 per annum, inc benefits
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3 applications
Job Description An experienced Claims Assessor is required for a busy but friendly team in a large Financial Services organisation based in Exeter. The purpose of this role, is to be responsible for the proactive management of a nominated portfolio of Income Protection claims. You will need to draw on information from medical professionals, claimants, employers, accountants, Inland Revenue and other ...
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Date: 14 May
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Exeter, Devon
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£18,500 - £20,000 per annum, inc benefits
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3 applications
Job Description An experienced Claims Assessor is required for a busy but friendly team in a large Financial Services organisation based in Exeter. The purpose of this role, is to be responsible for the proactive management of a nominated portfolio of Income Protection claims. You will need to draw on information from medical professionals, claimants, employers, accountants, Inland Revenue and other ...
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Date: 6 days ago
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Exeter, Devon
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£50,000 - £80,000 per annum
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2 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: 6 days ago
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Exeter, Devon
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£40,000 - £75,000 per annum
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3 applications
Organisation Description Our client, an IFA in Exeter that offers specialist impartial advice on taxation, wealth management, retirement planning and estate planning to high net worth clients, has a unique vacancy due to the forthcoming retirement of a highly successful adviser. Job Description This employed role will be office-based with a reasonable amount of travelling around ...
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Date: 2 days ago
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Exeter, Devon
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£40,000 - £70,000 per annum
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0 applications
Wealth Manager Our vision is to become the UK’s leading provider of wealth advice. The company are a growing, RDR compliant company, focused on delivering high quality professional advice to our clients. We are committed to the professional and personal development of our people. The client is one of the UKs leading wealth management firms and offer fee only advice to clients across the full range of fina...
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Date: 2 days ago
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Exeter, Devon
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£35,000 - £50,000 per annum
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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 a range of corporate clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 / Diplo...
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Date: 16 May
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Exeter, Devon
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£45,000 - £65,000 per annum
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1 application
A National Wealth Manager is seeking to recruit Qualifed Wealth Advisors. Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver...
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Date: 15 May
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Exeter, Devon
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up to £15,000 per annum
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4 applications
Attention school/college leavers. Sales advisor role in leading Insurance Company based in Exeter. Successful applicant should be an individual striving for a challenge, hardworking and looking for a career within the Insurance sector. In return, you can expect full training in a friendly and supportive environment. You will need to have gained GSCE grade C and above in Maths and English whilst positive results i...
Are you a level 4 qualified. Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to off...
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Date: 10 May
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Exeter, Devon
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£40,000 - £45,000 per annum
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1 application
£45K Basic Uncapped bonus (Top earners 300k+) Pension + Life CI cover and medical Cover + Car Allowance + Laptop + Phone Due to business growth plans for the next 5 years my client a top IFA practice is looking to appoint a new IFA. They have 400,000+ clients across 7000+ SME all of whom are eligible for private products my client offer. My client is also the Chosen IFA to 70+...
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Date: 9 May
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Exeter, Devon
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£60,000 - £75,000 per annum
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0 applications
Wealth Manager Vacancy A fantastic opportunity has arisen for an experienced, Diploma Status IFA/ Wealth Manager to join a leading national IFA. Basic £60,000 - £75,000 plus superb benefits package and bonus (HNW & UHNW) Wealth Managers or Independent financial Advisors required to advise clients on all aspects of financial planning ...
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Date: 8 May
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Exeter, Devon
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£40,000 - £100,000 per annum
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0 applications
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
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Date: 18 May
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Exeter, Devon
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£23,000 - £28,000 per annum
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1 application
Our client, a well established and professional Financial Services Practice is looking for an experienced Paraplanner to be based from their office in Exeter. This is an excellent opportunity where you will provide a first class paraplanning service to one of the senior management team. The role will see you providing comprehensive, high quality research; writing detailed reports; dealing with client queries; preparing informat...
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Date: 4 May
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Exeter, Devon
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£65,000 - £75,000 per annum
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0 applications
Basic £60,000 - £75,000 plus superb benefits package and bonus (HNW & UHNW) Wealth Managers or Independent financial Advisors required to advise clients on all aspects of financial planning and wealth management; to adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and ...
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Date: 4 May
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Exeter, Devon
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£40,000 - £50,000 per annum
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0 applications
Portfolio of HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plan...
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Date: 3 May
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Exeter, Devon
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£80,000 - £120,000 per annum
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1 application
Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Advisor to join their growing team. Duties include advising clients on a range of financial products in their homes and place of work. Lead generation will be provided to ensure high income levels are achieved, with commission levels up to 90% (dependent on production levels...
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Date: 1 May
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Exeter, Devon
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£40,000 - £100,000 per annum
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0 applications
New vacancy One of the country's leading National IFA's is expanding their work force and are offering what every Financial Adviser wants - ALL LEADS/Appointments made & an introduction to run seminars in your part of the country. Top commission splits and uplifted commissions for self generation Up to 5 appointments in the diary per week This is a self employed opportuni...
Document Collection Field Agents are sought to join this leading company to work in a 30 mile radius from their own homes across England, Scotland and Wales. The role is to explain and collate documentation for applicants involved in personal injury claims or for those claimants wishing to make PPI claims. The organisation is a specialist company, providing document completion and explanation services to the legal and insurance indu...
EPH & Associates Ltd are currently working on a nationwide Recruitment Project partnering with a well established, highly respected Investment Management Firm. This reputable organisation is one of the largest independent private client investment managers in the UK, with over £20 billion funds under management. The client are committed to providing comprehensive independent financial advice and investment management s...
