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Financial Services jobs in Plymouth

 
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  • Debt Management Customer Adviser

    Featured Just Added
    Shortlist
    • £14,400 - £18,400 per annum
    • Plymouth
    • Yesterday
    • 8 applications

    Customer Advisor Up to £18,400 + 25 days holiday allowance Becoming part of our Operational Arrears Management Team, you will be required to handle incoming and outgoing calls in a fast paced environment. You’ll provide a professional and assertive service using effective communication skills to monitor...

  • Estate Agency Mortgage Broker, Plymouth, basic £28k, OTE £50k

    Shortlist
    • £25,000 - £50,000 per annum, inc benefits, OTE
    • Plymouth
    • 23 June
    • 25 applications

    Morris Jones Consulting Ref: C199053MBM Job Title: Estate Agency Based Mortgage Broker - Plymouth Salary: To £28,000 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...

  • Paraplanner

    Shortlist
    • Salary negotiable
    • Plymouth
    • 19 June
    • 2 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...

  • Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum
    • Plymouth
    • 18 June
    • 1 application

    A leading investment house and wealth management firm are looking for a Paraplanner to join their team in Plymouth. The successful individual will provide support for Financial Planning Managers by preparing business generating documentation including report writing. Key Responsibilities: Build a working...

  • Financial Consultant to Teachers

    Shortlist
    • £40,000 - £42,000 per annum
    • Plymouth
    • 22 June
    • 3 applications

    Whatever your personal and professional ambitions are, we believe that you can achieve great things. We're Wesleyan. We're special because we're specialist. We provide financial advice and solutions for the specific needs of doctors, dentists, teachers and lawyers. Wesleyan has a 170 year history of...

  • Mortgage & protection advisers required - Plymouth

    Shortlist
    • Competitive salary
    • Plymouth
    • 3 days ago
    • 9 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...

  • Customer Sales Advisor

    Shortlist
    • Competitive salary
    • Plymouth
    • 16 June
    • 27 applications

    Forces Financial sell tailored unique insurance and financial products to personnel in the Emergency Services, Police and Military through building strong customer relationships and providing excellent advice and customer service. Due to our continued growth plans we are seeking to recruit an ambitious...

  • Employed Financial Adviser - Well Established Firm

    Shortlist
    • £35,000 - £40,000 per annum
    • Plymouth
    • 16 June
    • 1 application

    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...

  • Employed Financial Adviser - Well Established Firm

    Shortlist
    • £35,000 - £40,000 per annum
    • Yealmpton
    • 16 June
    • 0 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...

  • Mortgage Adviser / Mortgage Advisor - Plymouth

    Shortlist
    • £20,000 - £28,000 per annum
    • Plymouth
    • 15 June
    • 4 applications

    Mortgage Adviser / Mortgage Advisor - Plymouth 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 Plymouth. This opportunity will provide...

  • Account Handler

    Shortlist
    • £15,000 - £16,500 per annum
    • Plymouth
    • 4 June
    • 4 applications

    Account Handler Liaising with Insurance Services users and providers to ensure a fantastic service and customer satisfaction Permanent Plymouth Full Time Salary £15,000+ negotiable depending on skills and experience An Account Handler is required to liaise with Insurance Services users and providers...

  • Employed Financial Adviser - All leads provided

    Shortlist
    • £45,000 - £80,000 per annum
    • Plymouth
    • 3 June
    • 2 applications

    Are you an experienced Financial Adviser who wants to work with a consistent stream of referred clients, as their recommended financial adviser? Do you have the skills and credibility to deliver seminars to groups of employees? If so we have the ideal role for you. Our client is a high profile and successful...

  • Account Handler - Insurance

    Shortlist
    • Salary not specified
    • Tavistock
    • 1 June
    • 5 applications
    Posted by
    Office Angels

    Office Angels Plymouth have an exciting opportunity working as an Account Handler in the Insurance industry for one of our leading clients. This role is perfect for someone who is looking for a great training package and progression within their career. Job responsibilities will include: Handling enquiries...

  • Paraplanner required for Wealth Management Firm

    Shortlist
    • £25,000 - £30,000 per annum
    • Plymouth
    • 1 June
    • 1 application

    Highly regarded and well known, with a great name and reputation in the marketplace our client is currently looking for an experienced Paraplanner to provide support to their Financial Planners. Because of the way the business is evolving they are implementing technology which will place less emphasis...

  • Estate Agency Based Mortgage Broker - Plymouth

    Shortlist
    • £25,000 - £45,000 per annum, inc benefits, OTE
    • Plymouth
    • 29 May
    • 11 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...

  • Paraplanner

    Shortlist
    • £25,000 - £35,000 per annum
    • Plymouth
    • 29 May
    • 1 application

    Paraplanner Plymouth £25-£30,000 + Bens Bonus The financial planning team of this HNW wealth advisory business are seeking a paraplanner to provide one on one support to a financial adviser. Specifically the role will involve: Provision of technical support Client liaison and communication on advice...

  • Employee Benefits Consultant

    Shortlist
    • £40,000 - £55,000 per annum
    • Plymouth
    • 29 May
    • 4 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...

  • Mortgage Adviser

    Featured
    Shortlist
    • £23,200 - £34,800 per annum
    • United Kingdom
    • 13 January
    • 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 IFA

    Shortlist
    • £20,000 - £25,000 per annum, inc benefits
    • Plymouth
    • 10 June
    • 5 applications
    Posted by
    JONES RECRUITMENT

    Position: Trainee IFA/ Wealth Consultant Location: Plymouth « No client bank required, « Full administration support « Appointments/lead generation provided Salary: £20,000 Basic - £25,000 (dependent upon experience) + uncapped bonuses. My client is looking to bring a Bancassurer/IFA into the...

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