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Financial Services jobs in Plymouth

 
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  • Wealth Manager

    Shortlist
    • £50,000 - £90,000 per annum
    • Plymouth
    • Yesterday
    • 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...

  • Paraplanner

    Just Added
    Shortlist
    • Salary negotiable
    • Plymouth
    • Yesterday
    • 0 applications

    Our client, one of the UK's leading Accountancy Practices, currently requires a Paraplanner to join their private client IFA division following continued growth. Candidates will be responsible for a range of duties including undertaking technical research and preparation for client meetings (as well...

  • Mortgage & Protection Advisor - Plymouth

    Shortlist
    • £25,000 - £33,000 per annum
    • Plymouth
    • 10 December
    • 2 applications

    Mortgage & Protection Advisor - Fully CeMAP Qualified Based - Plymouth Basic Salary £25K - £33K + Town Allowance (when applicable from £1K - £4K) Excellent OTE of up to £50K - £55K, Bonus not linked to sales but behavioural traits + 27 Days Holiday + Bank Holidays - Defined Benefits Contributory...

  • Mortgage Advisor - Bank

    Featured
    Shortlist
    • £26,000 - £32,000 per annum
    • Plymouth
    • 8 December
    • 11 applications

    Organisation Description My Client is one of the largest leading Banks. Your role as a Mortgage Advisor, will be branch based, which is the ideal place in which to strike up a rapport with new and existing customers. With a plain talking approach to banking, this is an opportunity to make the home finance...

  • Home Based Financial Advisor

    Shortlist
    • £38,000 - £42,000 per annum
    • Plymouth
    • 8 December
    • 3 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...

  • Bank Mortgage Adviser - Top Salaried role

    Shortlist
    • £27,000 - £40,000 per annum, negotiable, OTE
    • Plymouth
    • 8 December
    • 7 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
    • Plymouth
    • 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...

  • 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...

  • Employed Financial Adviser - Wealth Management

    Shortlist
    • £35,000 - £50,000 per annum
    • Plymouth
    • 4 December
    • 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...

  • Employee Benefits Consultant

    Shortlist
    • £40,000 - £55,000 per annum
    • Plymouth
    • 3 December
    • 1 applications

    Our client is one of the UK's leading professional services group with an office presence across the UK. As a result of continued expansion they are looking to strengthen their team by appointing a Consultant / Business Developer focussed on expanding the corporate pensions business. With a track record...

  • Paraplanner

    Shortlist
    • £20,000 - £28,000 per annum
    • Plymouth
    • 1 December
    • 1 applications

    Paraplanner To provide a high level of technical support to consultants, ensuring that all client recommendations are technically accurate, compliant and provide best advice for the client Preparing client reports in relation to pensions, investments, trustee investment, IHT planning and other financial...

  • Employed IFA - Chartered Firm - West Devon

    Shortlist
    • £50,000 - £60,000 per annum
    • Tavistock
    • 28 November
    • 0 applications

    Recruit UK are representing a successful and established Chartered firm who are located in West Devon. They house a professional and friendly team of mainly Chartered Financial Planners who are focused on delivering regulated financial advice to clients based within the South West and South East of the...

  • 6) Employed IFA - Equity Stake on offer

    Shortlist
    • £35,000 - £40,000 per annum
    • Plymouth
    • 28 November
    • 2 applications

    Recruit UK are representing a small yet established Investment firm in the Plymouth area who offer a comprehensive financial planning service to clients across the South West. They focus on Investments, pensions, protection and life assurance. They run their own investment portfolios and have a robust...

  • Financial Adviser - Employed - Clients provided

    Shortlist
    • £40,000 - £75,000 per annum, negotiable, OTE
    • Plymouth
    • 28 November
    • 4 applications

    Home/Field based Financial Adviser role, excellent company reputation, leads provided and a strong remuneration package. What matters most to you? The security of a salaried position, or the freedom to pursue your business goals? For the right individuals, this offers a way to fulfil both without...

  • Mortgage & Protection Adviser - Cornwall/Devon

    Shortlist
    • £25,000 - £50,000 per annum
    • Plymouth
    • 27 November
    • 3 applications

    Self Employed Mortgage Adviser - Uncapped earnings potential and excellent opportunity for the right person This is a realistic opportunity to earn between £25k-£50k+ whilst working flexible days/hours to suit you within a fast growing mortgage and protection business that is part of one of the UK's...

  • Financial Planner - Plymouth. Client bank provided

    Shortlist
    • £25,000 - £35,000 per annum, negotiable, inc benefits, OTE
    • Plymouth
    • 25 November
    • 3 applications

    Our client, a forward thinking & highly profitable Financial Planning practice, requires a Financial Planner to work on an employed basis from their prestigious local offices. Our client has a portfolio of HNW private clients that require servicing; as such you will not be required to transfer any...

  • Paraplanner

    Shortlist
    • £30,000 - £40,000 per annum
    • Plymouth
    • 25 November
    • 10 applications

    Great opportunity to join a growing team within Paraplanning. Ideally you will be working towards you CII diploma qualifications or have reached this and looking for the next step. The position will actively support the Director of Financial Planning alongside a team of IFA`s. The work will be quite...

  • Compliance Policy And Advisory Manager

    Shortlist
    • up to £45,000 per annum
    • Plymouth
    • 25 November
    • 3 applications

    Compliance Policy and Advisory Manager A fantastic opportunity has arisen for a Compliance Policy and Advisory Manager to join the Financial Services division of our large FTSE 100 organisation. The role could be based in either South Devon/Ipswich or Staffordshire and a willingness to work from different...

  • Compliance Policy And Advisory Associate

    Shortlist
    • £25,000 - £30,000 per annum
    • Plymouth
    • 25 November
    • 3 applications

    Compliance Policy and Advisory Associate A fantastic opportunity has arisen for a Compliance Policy and Advisory Associate to join the Financial Services division of our large FTSE 100 organisation. The role could be based in either South Devon/Ipswich or Staffordshire and a willingness to work from...

  • Long Term Care Adviser - All leads provided

    Shortlist
    • £35,000 - £50,000 per annum, pro-rata
    • Plymouth
    • 24 November
    • 1 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...

  • IFA - lead provision in place

    Shortlist
    • £40,000 - £80,000 per annum, OTE
    • Plymouth
    • 21 November
    • 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...

  • Estate Agency Mortgage Broker, Plymouth, basic £25k, OTE £50k

    Shortlist
    • £25,000 - £50,000 per annum, inc benefits, OTE
    • Plymouth
    • 21 November
    • 15 applications

    Morris Jones Consulting Ref: C199053MBM Job Title: Estate Agency Based Mortgage Broker - Plymouth Salary: To £25,000 basic, plus car allowance, guaranteed commission for the first 6 months, OTE £50,000 Overview: A well respected national chain of estate agents is seeking a fully qualified Mortgage...

  • Parplanner Plymouth

    Shortlist
    • £24,000 - £32,000 per annum
    • Plymouth
    • 19 November
    • 5 applications

    Position: Paraplanner Location: Plymouth Salary: £24,000 - £32,000 Flexible DOE Our client, a respected IFA firm in Plymouth are looking to expand the team by bring on a new Paraplanner into the office. You will be working with experienced IFA’s in an environment where you will have the opportunity...

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

    Shortlist
    • £44,000 - £80,000 per annum
    • Plymouth
    • 15 November
    • 1 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

    Shortlist
    • £40,000 - £70,000 per annum, inc benefits, OTE
    • Plymouth
    • 14 November
    • 3 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...

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