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Financial Services jobs in Exeter

 
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  • Bank Mortgage Adviser - Top Salaried role

    Shortlist
    • £27,000 - £40,000 per annum, negotiable, OTE
    • Exeter
    • 8 December
    • 3 applications

    One of the UK's leading Banks is recruiting Mortgage Advisers to promote their leading products to their clients. They are looking for qualified advisers who have a had a minimum of 1 year advising. You will need to evidence a good sales track record in the role. They offer a salary between £27k and...

  • Financial Adviser - Mutual Organisation - Leads provided

    Shortlist
    • £38,000 - £42,000 per annum
    • Exeter
    • 12 December
    • 0 applications

    Recruit UK are looking for a motivated, driven Financial Advisor to join an award winning, well established Financial Planning Firm. Our client specialises in giving financial advice to very select professionals, such as GP’s and Lawyers. They are now looking for a Financial Advisor who can join their...

  • Employed Financial Adviser - Wealth Management

    Shortlist
    • £50,000 - £100,000 per annum
    • Exeter
    • 4 days ago
    • 1 applications

    Our client is a high profile worldwide business with an enviable reputation in the wealth management field and highly impressive expansion plans for the next 5 years. They have an excellent and well supported package including salary, expenses, full technical and paraplanning support and also a very...

  • Compliance Manger

    Just Added
    Shortlist
    • £30,000 - £40,000 per annum
    • Exeter
    • Yesterday
    • 0 applications

    Compliance Manager Summary of Position This is a compliance manager role working with a small but highly successful and growing team of Chartered Financial Planners The successful candidate will be responsible for overseeing a diverse range of compliance duties Compliance Duties Maintain knowledge...

  • Compliance Manger - IFA WM

    Just Added
    Shortlist
    • £30,000 - £40,000 per annum
    • Exeter
    • Yesterday
    • 0 applications

    Compliance Manager Summary of Position This is a compliance manager role working with a small but highly successful and growing team of Chartered Financial Planners The successful candidate will be responsible for overseeing a diverse range of compliance duties Compliance Duties Maintain knowledge...

  • Wealth Management Support Administrator

    Shortlist
    • £19,000 - £21,000 per annum
    • Exeter
    • Yesterday
    • 11 applications

    To provide a high level of administration support to the Consultants and Paraplanners within the Exeter office. Pre-requisite Knowledge · Previous administration experience (minimum 2 years) in an IFA or Wealth Management firm · Experience and knowledge of investment and pension products in particular...

  • Independent Financial Advisor - Professional Introducer

    Just Added
    Shortlist
    • Salary negotiable
    • Exeter
    • Yesterday
    • 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...

  • Paraplanner

    Featured
    Shortlist
    • £25,000 - £30,000 per annum
    • Exeter
    • 2 days ago
    • 1 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...

  • Paraplanner / Office Manager - Supporting 2 IFA's

    Shortlist
    • £20,000 - £25,000 per annum
    • Exeter
    • 5 December
    • 1 applications

    Our client is a successful Financial Services group who have offices situated across the South. Due to the increase in workload, they now require an experienced Parplanner / Office Manager to join their office in Exeter to support 2 senior IFA’s in their day to day activities. Primarily supporting them...

  • IFA Administrator

    Featured
    Shortlist
    • £18,000 - £25,000 per annum
    • Exeter
    • 5 December
    • 7 applications

    Organisation Description Administrator required for IFA practice in Exeter My client provides its clients with advice around Wealth & Pensions including SASS / SIPP Management, Company pension, investment advisory services including corporate benefits and remuneration planning, Retirement, redundancy...

  • IFA Administrator

    Featured
    Shortlist
    • £19,000 - £25,000 per annum
    • Exeter
    • 5 December
    • 7 applications

    Organisation Description Administrator required for IFA practice in Exeter My client provides its clients with advice around Wealth & Pensions including SASS / SIPP Management, Company pension, investment advisory services including corporate benefits and remuneration planning, Retirement, redundancy...

  • ParaPlanner / Office Manager - IFA -Exeter to £25k

    Shortlist
    • £20,000 - £25,000 per annum
    • Exeter
    • 8 December
    • 2 applications

    ParaPlanner / Office Manager – IFA –Exeter to £25,000 + Benefits Role Overview A Paraplanner  / Office Manager is required by a leading IFA based in Exeter.   To provide a first-class Office Management, Administration & Paraplanning support to Advisers at theExeteroffice.         Client: The...

  • Pricing Executive Financial Executive/Admin

    Shortlist
    • £9.00 - £10.81 per hour
    • Exeter
    • 8 December
    • 5 applications

    Our client, one of the UK's largest energy suppliers, is seeking full time customer Transactional Pricing Executives to work in their prestigious offices on the outskirts of Exeter. The right applicants will enjoy customer contact and administration. Initially a temporary booking our client is looking...

  • Home Based Financial Advisor

    Shortlist
    • £38,000 - £42,000 per annum
    • Exeter
    • 8 December
    • 1 applications

    We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking...

  • PARAPLANNER

    Shortlist
    • £25,000 per annum
    • Exeter
    • 8 December
    • 2 applications

    Paraplanner £25,000 Exeter Our client, a highly regarded Financial Services Advisory business (investments) is currently seeking an experienced Para Planner join their busy team. Reporting to the Senior Para Planner, you will have experience of researching product options, formulating reports providing...

  • Mortgage Adviser

    Featured
    Shortlist
    • £23,200 - £34,800 per annum
    • United Kingdom
    • 4 December
    • 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...

  • Trainee & Experienced Telephone Sales Agents

    Shortlist
    • £14,200 - £15,750 per annum, OTE
    • Exeter
    • 2 December
    • 4 applications

    My client in Exeter is looking for a permanent individual to work in a busy sales environment.Duties include " Contacting potential customers to offer our services " Ensure customers are given all necessary information accurately " To promote the business at every opportunity " To comply with regulatory...

  • Wealth Manager - Some clients provided - Award winning firm

    Shortlist
    • £55,000 - £75,000 per annum
    • Exeter
    • 2 December
    • 1 applications

    We are currently representing a prestigious wealth advice and investment management business, winners of numerous industry awards and recognised for their impeccable training and coaching towards chartered and other specialist advice exams has earned them a high retention rate with employees and admiration...

  • Paraplanner

    Shortlist
    • £22,000 - £26,000 per annum
    • Exeter
    • 1 December
    • 4 applications

    Position: Paraplanner Location: Exeter Salary: £22,000 - £,26,000 Flexible DOE Our client, a highly reputable IFA firm in Exeter are now looking to expand the team by taking on an additional Paraplanner. The successful person will be a key part of the team and be working with one of the companies...

  • Analyst/ Senior Analyst dependent upon experience

    Shortlist
    • £28,000 - £35,000 per annum, inc benefits
    • Exeter
    • 1 December
    • 2 applications

    A leading renewable energy consultancy firm is currently offering a fantastic opportunity to join its team as an Analyst for a career driven and technically minded individual. Based within the Devon/ Exeter area near the Dartmoor area this opportunity provides the backdrop for a thriving business not...

  • Corporate IFA

    Shortlist
    • £35,000 - £50,000 per annum
    • Exeter
    • 29 November
    • 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...

  • IFA Administration Manager

    Shortlist
    • £25,000 - £30,000 per annum
    • Exeter
    • 26 November
    • 2 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...

  • Financial Advisor - Reputable High Street Bank

    Shortlist
    • £35,000 - £45,000 per annum
    • Exeter
    • 26 November
    • 4 applications

    Our client has an exciting role based within their Retail Banking and Wealth Management department. The role of the Premier Relationship Manager is to manage the relationship with Premier clients where professionalism, client focus and an expert understanding of financial planning and wealth products...

  • Mortgage Advisor - Respected High Street Bank

    Shortlist
    • £25,000 - £30,000 per annum
    • Exeter
    • 26 November
    • 0 applications

    Recruit UK are looking to fill a rewarding Mortgage Consultant role in a respected high street bank. This is a great opportunity, which offers various levels of career progression Our client is an already well established bank that is always growing, so this Mortgage and protection Advisor role in one...

  • Relationship Manager

    Shortlist
    • £18,000 - £24,000 per annum
    • Exeter
    • 26 November
    • 14 applications

    Position: Client Relationship Manager Location: Exeter Salary: £18,000 to £24,000 The successful candidate will provide high quality administration and support to the Director. This is a new and exciting position. The role will provide dedicated support to the director, assisting in the efficient...

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