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33

Financial Services jobs in Exeter

 
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  • Customer Adviser

    Featured
    Shortlist
    • £15,700 per annum
    • Exeter
    • 21 July
    • 15 applications

    Job Introduction If you are brilliant with people and have an enquiring mind you have the opportunity to join something special. We’re looking for someone to join our team and become one of the faces of Skipton in your area. Skipton are the fourth largest building society and we are looking for a Customer...

  • Investment Manager - Discretionary - Private Client

    Shortlist
    • £65,000 - £80,000 per annum
    • Exeter
    • 4 days ago
    • 0 applications

    Currently partnered with a very successfull Independent Wealth Planning business, providing Investment management, advisory stockbroking and wealth planning services to HNW Private Clients, this respected firm requires an accomplished Investment Manager who can combine discretionary management with business...

  • Mortgage Adviser / Mortgage Advisor - Exeter

    Shortlist
    • £20,000 - £28,000 per annum
    • Exeter
    • 21 July
    • 8 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...

  • Financial Advisor / Wealth Manager

    Featured
    Shortlist
    • Competitive salary
    • United Kingdom
    • 13 July
    • 48 applications

    Job Title: Wealth Manager / Financial Advisor True Potential Company: True Potential Investments LLP Location: Throughout the UK Salary and Benefits: Uncapped Earnings - £100K 1st year OTE Basic Salary £60K + Bonus paid quarterly In addition, you receive essential technolo...

  • Trainee Finance Assistant

    Shortlist
    • £16,000 - £18,500 per annum
    • Exeter
    • 8 July
    • 65 applications
    Posted by
    BoulterBowen

    We have an exciting opportunity for someone looking to start their career in financial services with our award winning Wealth Management firm. In this role you will be a key member of the team providing accurate, timely information and documentation for the firm, providers and our clients. A key element...

  • Portfolio Manager

    Shortlist
    • Competitive salary
    • Exeter
    • 24 July
    • 1 application

    My client is a well established Wealth Management company based in Devon, competitive salary and good benefits Aim of the Role: To provide a professional investment service to all investment managers in the office in line with the company's business objectives. Key areas of Responsibility: Advise and...

  • IFA with client bank provided

    Featured Ending soon
    Shortlist
    • £35,000 - £60,000 per annum, OTE
    • Exeter
    • 20 July
    • 4 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...

  • Equity Release Specialists ALL Appts made (Dual Licence option)

    Shortlist
    • £40,000 - £50,000 per annum
    • Exeter
    • 24 July
    • 1 application

    Our client is a specialist Equity Release and Retirement Solutions business and they are looking to grow This is the rare chance to either join this company full time on a self employed basis and benefit from a fantastic leads/appointments level generated from this top brand or Have a dual licence...

  • Medical Insurance Claims Assesor

    Shortlist
    • £18,000 per annum
    • Exeter
    • 5 days ago
    • 32 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...

  • Paraplanner - Home Based

    Shortlist
    • £30,000 - £37,000 per annum
    • Exeter
    • 24 July
    • 1 application

    We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. This organisation has multiple office in the UK and an especially strong presence in the South West. The current requirement is for a Paraplanner to join the organisation to provide technical...

  • Commercial Insurance Account Handler

    Just Added
    Shortlist
    • £25,000 per annum, negotiable
    • Exeter
    • 2 days ago
    • 0 applications

    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...

  • Mortgage Adviser

    Featured
    Shortlist
    • £23,200 - £34,800 per annum
    • United Kingdom
    • 6 days ago
    • 100+ applications
     

    Mortgage Adviser Location: UK Wide Salary: £23,200 - £34,800 pa, depending on experience As a customer, you have high expectations. As one of our Mortgage Advisors you’ll exceed customers’ expectations every day - providing expert advice on our mortgage products to help them find the right solution...

  • Wealth Management Support

    Shortlist
    • £20,000 - £26,000 per annum
    • Exeter
    • 23 July
    • 3 applications

    We are currently working with a National Wealth Management organisation to recruit an experienced Wealth Management Administrator to join their Exeter office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced...

  • Investment Manager

    Shortlist
    • £30,000 - £60,000 per annum
    • Exeter
    • 23 July
    • 6 applications

    Our client affords its brokers significant investment autonomy but also provides considerable support through services such as dealing, research, back office, marketing and compliance. They are committed to proving a highly personal service to their clients through regular reviews. The branch is profitable...

  • Paraplanner

    Shortlist
    • £28,000 - £35,000 per annum
    • Exeter
    • 23 July
    • 2 applications

    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...

  • Paraplanner

    Shortlist
    • £30,000 - £36,000 per annum
    • Exeter
    • 23 July
    • 3 applications

    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...

  • Wealth Management Support Administrator

    Shortlist
    • £20,000 - £22,000 per annum
    • Exeter
    • 23 July
    • 9 applications

    Knowledge Previous administration experience (minimum 2 years) in an IFA or Wealth Management firm Experience and knowledge of investment and pension products in particular is essential. Knowledge of Avelo (1st software) would be an advantage of a similar WM systems. Attributes A confident, professional...

  • Independent Financial Advisor - Professional Introducer

    Shortlist
    • Salary negotiable
    • Exeter
    • 2 days ago
    • 0 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...

  • Insurance Sales Executive

    Shortlist
    • £30,000 - £35,000 per annum
    • Exeter
    • 16 July
    • 24 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...

  • Insurance Account Manager

    Shortlist
    • £22,000 - £24,000 per annum
    • Exeter
    • 13 July
    • 6 applications

    Role Profile Take instructions relating to the provision of insurance cover from clients and Directors/Account Executives when appropriate. Maintain responsibility for the provision of insurance cover for clients. Visit clients as necessary to review and service insurance needs. Give instructions...

  • Employed Mortgage Adviser - Leads provided

    Shortlist
    • Salary negotiable
    • Exeter
    • 10 July
    • 2 applications

    The mortgage market is really ramping up and my client, a national firm of Estate Agents, Financial Advisors and Mortgage Advisors are looking to recruit across the UK in their established network of successful Estate Agents offices They are looking for motivated and drive CeMap qualified mortgage Advisors...

  • Corporate IFA

    Shortlist
    • £35,000 - £50,000 per annum
    • Exeter
    • 10 July
    • 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...

  • Paraplanner - Home based

    Shortlist
    • £35,000 - £40,000 per annum
    • Exeter
    • 9 July
    • 7 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...

  • Policy Administrator

    Shortlist
    • £16,000 per annum
    • Exeter
    • 9 July
    • 11 applications

    An exciting opportunity has arisen to join award winning Income Protection & Private Medical Insurance provider based in Exeter as a Policy Administrator. The purpose of this role is to support the organisation by providing efficient administrative service by ensuring the maintenance of customer...

  • Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum, OTE
    • Exeter
    • 7 July
    • 9 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...

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