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Financial Services jobs in Plymouth

 
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  • Long Term Care Adviser - All leads provided

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    • £35,000 - £50,000 per annum, pro-rata
    • Plymouth
    • 21 August
    • 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...

  • Retail Banking Client Relationship Manager - Plymouth

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    • £45,000 - £80,000 per annum, OTE
    • Plymouth
    • 28 July
    • 3 applications

    A number of excellent opportunities for Relationship Managers have arisen within a banking organisation in Plymouth. The role is based within Retail Banking and Wealth Management. The successful candidate will manage relationships with premier clients, ensuring professionalism & client focus is...

  • IFA

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    • £40,000 - £55,000 per annum
    • Plymouth
    • Yesterday
    • 2 applications

    IFA `s to cover Devon and Cornwall twin locations of Plymouth and Exeter One of the largest and most successful firms within Wealth Management in the south west. As part of the continued development and growth of the business is looking for an experienced Financial Adviser who will provide financial...

  • Mortgage & Protection Adviser - PLYMOUTH; estate agency based

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    • £35,000 - £45,000 per annum, OTE
    • Plymouth
    • Yesterday
    • 21 applications

    We require a quality Mortgage & Protection Adviser to work for one of our award winning mortgage & protection broker business partners in PLYMOUTH , covering 2-3 branches of an established, market leading estate agencies. Lead generation is key and this business is supremely pro-active and...

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

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    • £40,000 - £70,000 per annum, inc benefits, OTE
    • Plymouth
    • 20 August
    • 1 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...

  • Audit & Accounts Senior

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    • £26,000 - £32,000 per annum
    • Plymouth
    • 20 August
    • 0 applications

    A leading firm of chartered accountants is searching for a qualified ACA or ACCA Audit & Accounts Senior to join their expanding and highly successful team, based in their Plymouth offices, in a role and firm offering progression and career development. You will take a lead role on audits in a position...

  • IFA Administrator

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    • £16,000 - £21,000 per annum
    • Plymouth
    • 1 week ago
    • 39 applications

    Position: IFA Sales Support Administrator Location: Plymouth Salary: £16,000 - £21,000 DOE This is an exciting opportunity for an enthusiastic financial services sales support administrator to join our highly successful Financial Services team based in Plymouth. You will be part of a small Sales...

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

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    • £25,000 - £50,000 per annum, inc benefits, OTE
    • Plymouth
    • 22 August
    • 7 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...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Plymouth
    • 4 days ago
    • 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...

  • Private Client Manager - Wealth Division - Jersey - 5 roles

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    • £46,000 - £80,000 per annum, OTE
    • Plymouth
    • 17 August
    • 0 applications

    Basic £46k - £56k + Car package + relocation allowance +Bonuses - 8 Roles Would a HNW Financial Advisor role appeal to you on the beautiful island of Jersey, Channel Islands? Verridian have been retained by this leading international bank,delivering services and products to around 89 million customers...

  • Mortgage Specialist - Plymouth

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    • £30,000 - £36,000 per annum
    • Plymouth
    • 11 August
    • 3 applications

    My Client is global organisation and they are looking for an experienced Mortgage and Protection Advisor to be based within one of their busy branches. Your role will involve arranging appointments with your customer, identify their needs, working through all areas of home finance and provide relevant...

  • Paraplanner

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    • Salary negotiable
    • Plymouth
    • 15 August
    • 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...

  • Para - planner

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    • Salary negotiable
    • Plymouth
    • 14 August
    • 5 applications

    The Financial Planning arm of a leading Accountancy firm are recruiting a Paraplanner to complement their team. The successful applicant will be responsible for providing technical support to the IFA’s in line with Client requirements. Based in lovely surroundings in Torquay, you will bring your relevant...

    1 jobs matching this search were posted in the last week

  • Experienced Mortgage Brokers - All Leads - Plymouth

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    • £40,000 - £75,000 per annum, inc benefits, OTE
    • Plymouth
    • 5 August
    • 15 applications

    Location Plymouth Role/Person Experienced Mortgage Brokers who live in or around the Plymouth area. I have a really unique position - NO PROSPECTING - ALL APPOINTMENTS MADE - WORKING FROM HOME - EARNINGS £55k + CAR This position is not going to suit everyone Long hours and mostly evening appointments...

  • Paraplanner

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    • Competitive salary
    • Plymouth
    • 1 August
    • 15 applications

    This well respected Wealth Management firm, who are truly independent, are recruiting a Paraplanner to join them in their Plymouth office. They take their time to build a strong understanding of their Clients requirements and aspirations, thus allowing them to provide holistic and relevant advice. As...

  • Mortgage Advisers

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    • £23,200 - £34,800 per annum
    • United Kingdom
    • 17 April
    • 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...

  • Paraplanner

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    • £28,000 - £30,000 per annum
    • Plymouth
    • 24 July
    • 5 applications

    Assist Financial Planners in reviewing, analysing and preparing compliant Employee Benefit Solutions for corporate clients that verify the recommendations made and are in accordance with corporate business philosophy. Prepare fully compliant reports for Corporate Planners clients, supporting the recommendations...

  • HNW/Private Client Banking Specialist - to £50k, Plymouth

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    • £40,000 - £50,000 per annum
    • Plymouth
    • 24 July
    • 1 applications

    Household name retail bank require proven wealth management professionals to acquire, manage and develop new and new new business revenues in their premier level customer portfolio. Key skill sets will be professionalism, client focus and an expert up to date understanding of the financial planning...

  • Fantastic Branch Mortgage Adviser Opportunity-upto £30K

    Ending soon
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    • £25,000 - £40,000 per annum
    • Plymouth
    • 23 July
    • 6 applications

    Our client is one of the leading Retail banks in the country and are currently looking for CeMAP qualified advisers to join their team Basics to £30K plus benefits and bonuses You must be Full CeMAP and ideally have a banking background and a top track record as an adviser 9-5 hours All Leads Benefits...

  • Specialist Financial Advice Manager (Specialist Banking)

    Featured Ending soon
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    • £35,020 - £58,125 per annum, inc benefits
    • United Kingdom
    • 22 July
    • 100+ applications

    Become a Specialist Financial Advice Manager and you'll be providing a needs-based financial planning service to important clients with multiple or complex needs. Actively building and managing meaningful long term relationships, we'll look to you to offer all-round financial support to add value to...

  • Financial Business Development Manager

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    • £30,000 per annum, OTE
    • Plymouth
    • 14 August
    • 4 applications

    Our client needs to recruit a national team of Business Development Managers (BDMs), to grow their commercial and business finance offering throughout the UK. Each Business Development Manager will operate on a self-employed basis with very realistic OTE of £30k and a likelihood of quickly progressing...

  • IFA Administrator / Sales Support - Plymouth

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    • £18,000 - £22,000 per annum
    • Plymouth
    • 5 August
    • 13 applications
    Posted by
    viewfinancial

    IFA Administration / Sales Support Plymouth £18 - £22k d.o.e plus benefits We are pleased to assist this respected firm of IFAs in their search for a new member of the Support team. Based in Plymouth, you will provide a high level of support to 2 high business writing Financial Advisers. As the firm...

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