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Finance jobs (Financial) in St. Leonards, Devon

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IFA Administrator

Posted Yesterday by MB Fitzgerald New Easy Apply

MB Fitzgerald are currently working with a National firm of Independent Financial Advisers who are looking to grow their back office team, by securing an experienced Financial Planning Administrator to work out of their Exeter office. You will be working in a professional office environment and provided...

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Paraplanner

Posted Yesterday by MB Fitzgerald New Easy Apply

Our client is a professional, well established Wealth Management business with offices across in the South West. Their team main team are based in Exeter and they are currently seeking to recruit an experienced Paraplanner to help with increased business levels. This organisiation specialise in providing...

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Independent Financial Adviser

Posted 2 days ago by Recruit UK New Easy Apply

Job Title: Financial Adviser Location: Exeter Salary: Negotiable Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Exeter to join an Independent Financial Advice firm. This IFA firm is looking for a new individual to join as the current adviser is looking to...

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Financial Adviser

Posted 3 days ago by MB Fitzgerald Easy Apply

An independent, leading Financial Advisory organization with national coverage currently requires an experienced Financial Adviser to join their Exeter offices. Due to a number of acquisitions combined with continued growth, the business are now seeking an experienced adviser to join the team to drive...

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Financial Planner - Devon or Cornwall locations

Posted 6 days ago by REED Insurance Featured Easy Apply

My Client is one of the UK’s leading Insurance and Financial Services companies, with staff and clients across the country. They have a vacancy for a regulated Financial Adviser to work with internal introducers to gain leads to advise a certain HNW affinity group. The position will involve both working...

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Financial Planner

Posted 1 week ago by IDEX Consulting Ltd Featured Easy Apply

An exciting opportunity has arisen for a multi-award winning national insurance company that offers financial advice covering protection, pensions, investments and IHT solutions. They are actively seeking a self-motivated and capable Financial Advisor who can build relationships easily and establish trust...

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Underwriting Team Leader

Posted 1 week ago by Cathedral Appointments Ltd Easy Apply

Introduction As Underwriting Team Leader you will be responsible for fully managing an underwriting team, including recruitment, induction and training and ensuring that all processes and guidelines are adhered to company standards. This is a varied role and requires an experienced individual who can...

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Chartered Financial Planner

Posted 1 week ago 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 1 week ago 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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IFA Client Manager

Posted 9 January by Cameron James

A highly successful firm of Wealth Planners and Financial Advisors based in Surrey require a Client Manager. Must have G60 or AF3 and be extremely knowledgeable with Technical reports and research. The role may suit a skilled Paraplanner or Financial Advisor. The Client Manager role is not a sales role...

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Group Senior Internal Auditor

Posted 9 January by Acorn Recruitment And Training Easy Apply

Group Senior Internal Auditor Exeter with travel to Taunton £55,000 Looking for a new and exciting opportunity on the outskirts of Exeter? An exciting opportunity has arisen to join our team as a Group Senior Internal Auditor team based in Exeter. The Role The Group Internal Audit function provides value...

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Self Employed Financial Adviser

Posted 8 January by Heat Recruitment Featured Easy Apply

Self Employed Financial Adviser Exeter My client is looking for a high-quality financial planner to join an established firm of Chartered Financial Planners. Your job will be to deliver high quality, independent and truly personalised financial planning via a new brand targeting the development of professional...

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Financial Planner

Posted 8 January 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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Mortgage Adviser/Advisor - EXETER

Posted 8 January by Mortgage Advice Bureau (MAB)

Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 70 awards in the past 5 years and continually growing. We now require a high quality mortgage & protection adviser to work for one of our most successful Appointed Representative (AR) brokers working...

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Employed IFA

Posted 8 January by Heat Recruitment Featured Easy Apply

Employed IFA Location: Salary: £40,000 - £60,000 + OTE The opportunity for a professional Financial Planner to join a prestigious Accountancy and Financial Planning Practice. The Opportunity During a period of key expansion, our client is looking for a successful Financial Planner to join the business...

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Paraplanner

Posted 8 January by REED Insurance Featured

Our client is an award winning financial adviser firm who have an exciting opportunity for a paraplanner within their Exeter office. On offer is a competitve salary and excellent benefits package. Ultimately, you are responsible for delivering the financial planning proposition, alongside the adviser...

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Paraplanner

Posted 8 January by MB Fitzgerald Easy Apply

Our client a highly successful IFA based in Exeter are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature. The role will involve producing a comprehensive report for the client giving...

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IFA Administrator

Posted 8 January by REED Insurance Featured 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 businesses throughout the UK. Their requirement...

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Financial Planning Manager-Employed-All Clients

Posted 7 January by Resource Matters

Financial Planning Manager-Employed-All Clients Award Winning Firm Basic Salary £45,000-£50,000 OTE £100,000 Uncapped Sales Incentive (Paid monthly) Quality clients provided Attracting and rewarding top performers, our client has an opportunity for a talented and dynamic, diploma qualified, Financial...

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Financial Advisor - (Would Consider Mortgage Advisor with Diploma) - NEW!

Posted 4 January by Resource Matters

Employed Financial Consultant - Would consider a top performing Mortgage Advisor with full Level 4 Diploma £45,000 - £87k Basic + pension + bonuses + Car - Based from home, flexible on location. Our Client has a unique business model providing tailored financial advice products and services to HNW clients...

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Paraplanner

Posted 4 January by Heat Recruitment Featured Easy Apply

Paraplanner Location: Exeter Salary: £30,000 - £40,000 The opportunity for an experienced Financial Services professional to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. The Opportunity During a period of key expansion...

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Paraplanner

Posted 3 January by Cathedral Appointments Ltd Easy Apply

Job Overview: Paraplanner for our well-established accountancy practice with a fantastic reputation across the South West. The role of Paraplanner will join an established Exeter based team. Your role will be to support the Financial Planners both with new business and with maintaining the delivery of...

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Client Delivery Assistant

Posted 3 January by Recruit UK

Provide administration support to the Client Delivery team. Responsible for client hospitality (where applicable), and to provide first-class client service via the effective handling of all internal and external telephone calls and of visitors to our offices. Key Responsibilities: Answer all internal...

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Client Delivery Associate

Posted 3 January by Recruit UK

The Client Delivery Associate provides full support to one or more Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues while adhering to regulatory standards. Key Responsibilities: Proactively develop and maintain effective relationships...

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Experience Paraplanner

Posted 2 January by Heat Recruitment Featured Easy Apply

Diploma Qualified Paraplanner Location: Exeter Salary: depending on experience The Client Our client, a respected IFA firm in Exeter 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...

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