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48

Financial Services jobs in Exeter

 
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  • Employee Benefits Consultant

    Just Added
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    • £35,000 - £60,000 per annum
    • Exeter
    • Today
    • 1 applications

    An Independent financial advisory firm with offices across the UK is now looking to recruit an Employee Benefits Consultant to provide advice to their South West clients. Ideally based out of their Exeter office (although this is not a necessity). The role will entail but is not limited to: Develop...

  • Long Term Care Adviser - All leads provided

    Just Added
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    • £35,000 - £50,000 per annum, pro-rata
    • Exeter
    • Today
    • 0 applications

    £32k - £35k basic + Package - £50k on target earnings Our client is one of the UK's top specialists in Equity Release and Long Term Care is looking for an additional adviser to be based from home. Your role will be to provide quality long term care advice to clients and agree their needs and aspirations...

  • Paraplanner

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    • £18,000 - £28,000 per annum
    • Exeter
    • 5 days ago
    • 2 applications

    Ambridge Harris are recruiting for a business who are looking to recruit a Paraplanner. They provide innovative financial and legal solutions, tailored to make the most of your own circumstances. Their expertise in accountancy, wealth planning and law means you benefit from a truly integrated service...

  • Wealth Management Support Administrator

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    • £19,000 - £21,000 per annum
    • Exeter
    • 11 November
    • 6 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...

  • Paraplanner

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    • £30,000 - £36,000 per annum, negotiable
    • Exeter
    • 11 November
    • 2 applications

    Our client, a leading name in the field of Outsourced Paraplanning, is seeking a well-qualified and technically competent individual to complement its existing Team of home-based Paraplanners. Established for over 10 years, it was one of the first businesses to recognise the potential market for an...

  • Wealth Adviser - Exeter

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    • £40,000 - £75,000 per annum
    • Exeter
    • 11 November
    • 28 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...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Exeter
    • 15 November
    • 1 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

  • Wealth Advisor - Bank - 400 HNW clients provided - New!

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    • £44,000 - £80,000 per annum
    • Exeter
    • 15 November
    • 0 applications

    Basic £44k - £54k + Car + Package + Bonuses - £80k OTE Verridian have been retained by this leading international bank,delivering services and products to around 89 million customers worldwide. They offer an extraordinary global reach with in-depth, hands-on local knowledge. Premier Relationship Manager...

  • Bank based IFA, High Net Worth Wealth Arm- NEW

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    • £40,000 - £70,000 per annum, inc benefits, OTE
    • Exeter
    • 2 days ago
    • 4 applications

    A great opportunity has become available to join one of the top Banks in the World in their prestigious Private Client division You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is an All Leads provided culture with realistic hours...

  • Paraplanner - Chartered Firm in Exeter

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    • £30,000 - £35,000 per annum
    • Exeter
    • 14 November
    • 2 applications

    We are representing an award winning Independent Chartered Financial Planners based in Exeter who are looking for a fully qualified Paraplanner to join their team. Our client has many aspects to their successful business and is seeking a liked minded paraplanner who relishes working in a fast paced environment...

  • Countrywide Re-Mortgage Field Based Specialist

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    • £20,000 - £33,000 per annum
    • Exeter
    • 14 November
    • 4 applications

    Job Summary To provide clients with professional reviews of their mortgage, associated life assurance and general/creditor insurance protection requirements, ensuring advice standards and business targets are achieved. Key Responsibilities To provide clients with re- mortgage advice specific to their...

  • Legal Support Assistant - Commercial Property

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    • Competitive salary
    • Exeter
    • 14 November
    • 25 applications

    Our client, a leading regional law firm across the Southwest are currently recruiting for a Legal Support Assistant, in their Exeter office. The purpose of this role is to provide high quality administrative/ support services to the team to enable delivery of the team operational strategy. Specifically...

  • Mortgage & protection advisers required - Exeter

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    • Competitive salary
    • Exeter
    • 6 days ago
    • 1 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...

  • Inverstment Assistant

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    • £19,000 - £22,000 per annum
    • Exeter
    • 13 November
    • 11 applications

    Organisation Description Job Description My client is looking for an Investment Assistant to provide back up for the Investment Managers. Based in Exeter, the successful candidate will get the opportunity to join one of the UK's leading Wealth Management firms. Activities will include: Setting up...

  • Financial Consultant - Employed

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    • £42,000 - £60,000 per annum
    • Exeter
    • 13 November
    • 1 applications

    Our client seeks an employed Financial Consultant to offer Full holistic financial advice/strategic financial planning to their clients. What our client is about:- Employed role -negotiable basic They offer a portfolio of existing clients. 90% of existing business comes from the loyal client...

  • Debt Recovery Officer

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    • £19,500 - £22,500 per annum, OTE
    • Exeter
    • 1 week ago
    • 8 applications

    Job title: Debt Recovery Officer Location: Exeter and Plymouth About the role An exciting opportunity has arisen to join a rapidly expanding domestic and commercial debt collection company. The role will entail: Having daily contact with debtors Working in and around Exeter and Plymouth Visiting...

  • IFA - lead provision in place

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    • £40,000 - £80,000 per annum, OTE
    • Exeter
    • 3 days ago
    • 0 applications

    Our client is an established financial planning practice with existing consultants based throughout the UK. Due to continued demand for their services and upcoming retirements they are now seeking to add additional IFAs in: o Scotland (Glasgow, Edinburgh, Dundee, Aberdeen) o Manchester / Liverpool o...

  • Mortgage Adviser - High Street bank, to £30,000 pkge

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    • £22,000 - £30,000 per annum
    • Exeter
    • 13 November
    • 4 applications

    You will be branch based providing your expert advice on the full range of mortgage products available and so you’ll be an essential part of the customer's journey to securing their new home. You'll talk to customers at various stages of their lives and product needs one to one, listen to their individual...

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  • Wealth Advisor - Bank - 400 HNW clients provided - New!

    Save
    • £44,000 - £80,000 per annum
    • Exeter
    • 8 November
    • 2 applications

    Basic £44k - £54k + Car + Package + Bonuses - £80k OTE Verridian have been retained by this leading international bank,delivering services and products to around 89 million customers worldwide. They offer an extraordinary global reach with in-depth, hands-on local knowledge. Premier Relationship Manager...

  • Paraplanner

    Featured Ending soon
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    • £25,000 - £30,000 per annum
    • Exeter
    • 7 November
    • 3 applications

    Organisation Description  Our firm is a prestigious Chartered Financial Planning company which offers holistic financial advice to primarily private wealth clients. Due to a change in structure they now have need for an experienced Paraplanner to join their firm. Job Description This role will be...

  • Independent Financial Advisor - Professional Introducer

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    • Salary negotiable
    • Exeter
    • 7 November
    • 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...

  • Wealth Manager

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    • £50,000 - £90,000 per annum
    • Exeter
    • 6 November
    • 1 applications

    Are you the best of the best? Exceptionally talented and motivated candidates in terms of ethics and understanding of client needs. To be able to do the right thing by the client. You will be expected to perform at a the highest level and have a network in place that you can work and enable you to...

  • Experienced Paraplanner required for Award winning Firm

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    • £30,000 - £35,000 per annum
    • Exeter
    • 3 November
    • 1 applications

    We are representing an award winning Independent Chartered Financial Planners based in Exeter who are looking for a fully qualified Paraplanner to join their team. Our client has many aspects to their successful business and is seeking a liked minded paraplanner who relishes working in a fast paced environment...

  • Wealth Advisor - Bank - 400 HNW clients provided - New!

    Save
    • £44,000 - £80,000 per annum
    • Exeter
    • 2 November
    • 0 applications

    Basic £44k - £54k + Car + Package + Bonuses - £80k OTE Verridian have been retained by this leading international bank,delivering services and products to around 89 million customers worldwide. They offer an extraordinary global reach with in-depth, hands-on local knowledge. Premier Relationship Manager...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

    Save
    • £42,000 - £82,000 per annum
    • Exeter
    • 2 November
    • 0 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

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