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Finance jobs (Financial) in Burrow, Devon

Financial Adviser

Posted 1 week ago by Recruit UK

I am pleased to be working with a well-established and reputable Financial Services firm who are looking to expand their current advice team. Due to their continued success and further recent acquisitions, my client are in a position to take on a number of new advisers in a home based capacity. This is...

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Internal Account Manager - Asset Finance - Staines

Posted 5 December by CBC Resourcing Solutions Easy Apply

Internal Account Manager - Asset Finance £33,000 to £36,000 plus bonus and benefits Staines Our client is major player in the UK asset finance and leasing sector. They are looking for an experienced Internal Account Manager to provide and deliver a market leading customer and sales support service to...

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Employed Financial Adviser - Client bank provided

Posted 4 December by Recruit UK

Financial Planning - Homebased Employed Financial Adviser - £45K-£50K plus bonus We are working on an exclusive basis to recruit experienced financial advisers to join the financial planning arm of a national legal services group, who have clear and structured growth plans over the coming years. It’s...

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Chartered Financial Planner

Posted 29 November by Meridian Business Support Easy Apply

Are you a financial planner with a Level 4 CII Diploma in Financial Planning and Level 6 CII Advanced Diploma in Financial Planning? Do you work for a IFA practice or an Accountancy practice and are looking to work for a major South West accountancy Practice who are rapidly growing? If so please call...

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Chartered Financial Planner

Posted 29 November by Cathedral Appointments Ltd Easy Apply

Growing and thriving Chartered Practice the role will include servicing existing clients and also business development from internal business teams and external professional connections. The remit of clients is both local and national but your working base will be Exeter. Main Duties Deliver client focused...

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Portfolio Research Manager

Posted 29 November by Cathedral Appointments Ltd Easy Apply

Summary of Position To support the team of Financial Planners in providing suitable investment solutions for clients and ensuring that these are implemented effectively. Part of the commentary team for investment reviews and market movement. This role could suit a Paraplanner who is looking for a more...

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Senior Pensions Administrator

Posted 28 November by Search Consultancy Easy Apply

Pension Administrator, Exeter Are you an experienced Pensions Administrator who thrives on a busy and varied work load? Are you solution focussed in your work approach? If you are positive team player who works well in a fast paced environment then this could be the perfect job for you Our client is a...

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Financial Services Administrator

Posted 28 November by MB Fitzgerald Easy Apply

We are currently working with a leading Wealth Management organisation to recruit an experienced Administrator to join their Exeter offices. Our client is a highly reputable organisation that provides high levels of tailored advice to private clients and business throughout the UK. Their requirement is...

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Claims Administrator

Posted 28 November by Tate Easy Apply

Tate Exeter are delighted to be recruiting for an administrator for one of our much valued clients in Exeter. Our client is in need of an efficient administrator who can fit into the existing team with ease, ensuring the smooth flow of quality work is maintained. Due to the nature of the business, attention...

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IFA Administrator

Posted 27 November by MB Fitzgerald Easy Apply

Our client is a successful leading Chartered Accountancy Practice whose IFA division offers professional, informed independent financial services and employee benefit advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA support administrator. Duties will...

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Paraplanner

Posted 27 November by James Phillip Financial Recruitment

Great career opportunity to eventually own the brokerage. Location: Exeter We are currently recruiting for a modern IFA practice who through organic growth are looking to recruit a Paraplanner into their existing team. Career progression will likely lead to an advising position and eventually taking over...

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Paraplanner

Posted 22 November by Search Consultancy Easy Apply

Paraplanner based in Exeter with a boutique Wealth Management company , competitive salary with good benefits. Your key responsibilities will be You will be supporting 2 Advisers Receive and record clear instructions during debriefings from advisers following client meetings. Analysing data and using...

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Equity Release Advisor (Employed or S/E) - Long established company with quality leads - Home Based

Posted 22 November by Aston Charles Ltd

Our client is one of the longest and most established Equity Release companies in the country, having been successfully trading for over 30 years with over 15 years in Equity Release. Due to strong, organic growth, it is looking to bring on another strong Advisor; someone with "integrity and ambition...

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Chartered Financial Planner

Posted 21 November by Cathedral Appointments Ltd Easy Apply

Established and growing independent financial advisor business based in Exeter. Who are keen to appoint an experienced Chartered Financial Planner Wealth Director to grow and move the business forward. There is no need to bring a book of clients. But arrangement can be made if this is an option. The role...

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Paraplanner

Posted 21 November by Cathedral Appointments Ltd Easy Apply

To assist in developing and maintaining profitable and long-standing business relationships with high net worth (HNW) clients. To enable the Wealth Planners to advise them effectively on complex products in all asset classes, wealth structuring, protection, pensions and estate planning. Minimum of CII...

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Commercial Banking Assistant

Posted 21 November by Cathedral Appointments Ltd Easy Apply

The Commercial Banking Assistant will be responsible for providing a client focused service, ensuring client queries and requests are handled accurately, efficiently and within agreed service level agreements and appropriate timescales depending on the nature of the client enquiry. Responsibilities: Dealing...

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Financial Adviser

Posted 20 November by Recruit UK

Employed Financial Adviser - Exeter An exciting opportunity has come up with one of our leading Financial Planning firms. Please see details below and give me a call on 01179-170-416 if you are interested to find out more. The company: Award-winning fully integrate Financial Service firm who are true...

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Independent Financial Adviser

Posted 16 November by XL recruitment Featured

Client Our client is a well established and prestigious independent accountancy firm with offices throughout the South West. They act for a wide variety of clients ranging from individuals to business operating in local, national and international markets. They have built teams of experts who hold a wide...

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IFA Administrator- Exeter, Devon

Posted 16 November by Recruit UK

Recruit UK have been retained by a privately owned and growing chartered south west based IFA practice who provide financial planning and wealth management advice to private and corporate clientele. Due to business growth they would like to speak with financial services administrators who are interested...

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Financial Planner

Posted 16 November by IDEX Consulting Ltd Featured Easy Apply

Your new company Your new job working as a Financial Planner will be working with a twenty national IFA, based in Exeter. They have established teams of Financial Planners and Investment Managers in each region of the country, along with very strong professional connection with law firms and accountancy...

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Employed Financial Adviser

Posted 14 November by Heat Recruitment Featured Easy Apply

Employed Financial Adviser Location : Exeter Our Client is a bespoke independent Financial Planners, who are looking to bring in new talent. Our client is now looking to expand by adding a new member to the Financial Planning team. Our clients main focus is on providing bespoke advice to High Net Worth...

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Paraplanner / Trainee Financial Adviser

Posted 13 November by MB Fitzgerald Easy Apply

A market leading Financial Adviser based in Exeter currently seeks to appoint a Paraplanner/Trainee Financial Adviser to join their well respected team. The role will initially be focused on Paraplanning and shadowing a Senor Financial Planner, you will be required to provide technical Paraplanning support...

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Financial Advisor

Posted 12 November by BWD Search & Selection Easy Apply

You’re an experienced and successful advisor, perhaps frustrated by the opportunity to sit in front of Clients which in turn is impacting your earnings? If so this opportunity may interest you We are representing an award winning and expanding advisory business who are looking to recruit an ambitious...

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Paraplanner

Posted 12 November by Cathedral Appointments Ltd Easy Apply

Paraplanner to support their Financial Advisers on providing financial strategies, plans and products to clients. Reporting to the Head of Paraplanning & Support this is key role for the team and will involve developing and maintaining internal relationships to help maintain the flow of business in...

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Wealth Team Manager

Posted 12 November by Cathedral Appointments Ltd Easy Apply

Job Overview: To provide initial and on-going advice to new and existing clients. Oversight of the client liaison team that support this function. Key Responsibilities: Provide initial advice relating to financial planning and wealth advice Provide on-going servicing to clients Liaise with internal stake...

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