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49

Financial Services jobs in Exeter

 
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  • IFA with client bank provided

    Featured
    Shortlist
    • £35,000 - £60,000 per annum, OTE
    • Exeter
    • 13 May
    • 2 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...

  • IFA Administrator

    Shortlist
    • Salary negotiable
    • Exeter
    • 13 May
    • 6 applications

    An exciting opportunity has arisen for an IFA Administrator within an established and recognised financial services provider. This is a great opportunity to join a growing firm and support very ethically minded Advisers. There is a training programme in place should you want support to move into either...

  • Paraplanner

    Shortlist
    • Competitive salary
    • Exeter
    • 13 May
    • 1 application

    An exciting opportunity has arisen for an experienced Paraplanner to join a leading Financial Planning organisation. Reporting to the Director of Financial Planning, you will support a team of Financial Planners with new business propositions and delivering a high level of ongoing client service. This...

  • Investment Manager

    Featured
    Shortlist
    • £38,000 - £55,000 per annum, inc benefits
    • Exeter
    • 13 May
    • 7 applications

    My client is a well-established firm of investment managers and financial planners, 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. They now have a vacancy for an ...

  • Mortgage Adviser / Mortgage Advisor - Exeter

    Shortlist
    • £20,000 - £28,000 per annum
    • Exeter
    • 12 May
    • 4 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...

  • Compliance Officer

    Shortlist
    • £35,000 - £50,000 per annum
    • Exeter
    • 5 days ago
    • 1 application

    Job description Are you an experienced Compliance Officer looking to joina fast growing market leader. To help develop the approach to raising finance for companies of all sizes. The compliance team are looking to expand the opportunities offered to entrepreneurs and investors, scale the business...

  • Wealth Advisers

    Shortlist
    • £45,000 - £70,000 per annum
    • Exeter
    • 12 May
    • 2 applications

    Wealth Advisers Devon (with Exeter as the base) Cornwall & Somerset £ 45-70K + Bonus, Pension, DIS, Laptop & Mobile My client is a fast growing Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services...

  • Sales Administrator - Financial Services

    Shortlist
    • £18,000 - £20,000 per annum
    • Exeter
    • 15 May
    • 11 applications
    Posted by
    Office Angels

    This is an exciting opportunity for an enthusiastic financial services sales support administrator. The successful candidate will be part of a Sales Support and Financial Planning team within the business and will be responsible for :- Providing sales admin support to consultants / clients Maintain...

  • Senior Paraplanner

    Shortlist
    • £28,000 - £35,000 per annum
    • Exeter
    • 11 May
    • 0 applications

    Our client are a Chartered Financial Planners based in the Centre of Exeter. They are currently looking to recruit a Senior Paraplanner to join their well established team. You will be required to provide technical support to a team of Financial Advisers on a daily basis. You will be the most senior...

  • Trainee Administrator/IT Support

    Shortlist
    • £17,000 - £18,500 per annum
    • Exeter
    • 6 days ago
    • 12 applications
    Posted by
    BoulterBowen

    We have an exciting opportunity for a graduate or college leaver looking to start or progress 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 in paper and digital...

  • Prudential Financial Adviser

    Featured
    Shortlist
    • £42,000 - £75,000 per annum, OTE
    • United Kingdom
    • 6 days ago
    • 24 applications

    Looking for a Partner who can drive your business forward? So are we Our Business is stepping up and we’re seeking advisers who want to do the same. Over the last three years, Prudential Financial Planning has proven there’s a bright future for financial advice. Our rapidly growing business is based...

  • Wealth Adviser - Exeter

    Shortlist
    • £40,000 - £75,000 per annum
    • Exeter
    • 6 days ago
    • 31 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...

  • Intermediary Business Development Manager - Devon

    Shortlist
    • £45,000 per annum
    • Exeter
    • 11 May
    • 11 applications

    Intermediary Business Consultant Location: Devon Salary: up to £45,000 plus car allowance and benefits, with OTE £100 - £400K Seeking an exceptional and ambitious sales person to promote and sell the companies wealth management product range to IFA’s within the area. The ideal candidate will:- Have...

  • Administrator (Financial Services)

    Shortlist
    • £15,000 - £20,000 per annum
    • Exeter
    • 14 May
    • 10 applications

    Our client is seeking a Finance Administrator to join their Exeter office. The purpose of the role to provide administration support to a busy financial services team. Overview: - Provide sales administration support to consultants and clients - Diary management - Handle general enquiries - Provide...

  • Mortgage Advisor

    Featured
    Shortlist
    • £25,000 - £32,000 per annum
    • Exeter
    • 1 week ago
    • 5 applications

    Organisation Description Our client is one of the UK’s largest financial services firms and they are looking for a fully CeMAP qualified (or equivalent) Mortgage Advisor to be based within their Exeter branch to provide advice on mortgage and protection products. This role provides a superb opportunity...

  • Actuarial Analsyt

    Featured
    Shortlist
    • £30,000 - £60,000 per annum
    • Exeter
    • 1 week ago
    • 6 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...

  • IFA Administrator

    Shortlist
    • £21,000 - £22,000 per annum
    • Exeter
    • 1 week ago
    • 10 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...

  • Independent Financial Advisor - Professional Introducer

    Shortlist
    • Salary negotiable
    • Exeter
    • 8 May
    • 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...

  • Private Medical Insurance Team Leader

    Shortlist
    • £20,000 - £25,000 per annum
    • Exeter
    • 7 May
    • 8 applications

    My client is offering an exciting opportunity to join a growing company with ambitious plans for the future who have been providing award-winning health and income protection insurances for over 100 years. They pride themselves on making insurance simple and transparent. They combine excellent insurance...

  • IFA Administrator

    Featured
    Shortlist
    • £18,000 - £22,000 per annum
    • Exeter
    • 6 May
    • 10 applications

    Organisation Description To provide a high level of new business administration and client servicing support to the National team. Job Description New Business Applications • Ensure that all business is fully compliant and accurate (includes Money Laundering considerations). • Check forms, enter data...

  • Mortgage & protection advisers required - Exeter

    Shortlist
    • Competitive salary
    • Exeter
    • 6 May
    • 5 applications

    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...

  • IFA- Full Paraplanning support & Clients Provided

    Shortlist
    • £40,000 - £100,000 per annum, inc benefits, OTE
    • Exeter
    • 4 May
    • 0 applications

    Self Employed IFA, no fees and full paraplanning support with Clients Verridian have been retained by one of the UK's prominent Independent Financial Advisors who are expanding their highly successful directly authoried firm. They are looking to hear from successful financial advisors who would like...

  • Junior Paraplanner - Exeter

    Shortlist
    • £19,000 - £24,000 per annum, negotiable, inc benefits
    • Exeter
    • 1 May
    • 7 applications

    Our client, a forward thinking Financial Services company requires a Junior Paraplanner to work with their practice technical director from their modern Exeter offices. You will be responsible for completing all necessary paraplanning duties for numerous IFA's in the South West region. The position...

  • Wealth Management Support Administrator

    Shortlist
    • £20,000 - £22,000 per annum
    • Exeter
    • 30 April
    • 2 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...

  • Financial planning - Sales support - Exeter - £22,000

    Shortlist
    • £22,000 - £23,000 per annum
    • Exeter
    • 29 April
    • 9 applications

    Sales support Exeter Salary £22,000 per annum + bonus + benefits Our client is a firm of National, Independent Financial Advisers with an excellent reputation for creating impartial financial solutions for both individuals and companies. The Role The role will be suitable to someone who has a...

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