Financial Services jobs in Devon

Based in Devon, my well-established client is looking for a Chartered Financial Planner. You will be a fully qualified Chartered Financial Planner with your own client bank with the ability to take on further clients from the company. This niche company deals with private clients and the ideal candidate...

This is a great opportunity to join a large UK Accountacy company who are looking to recruit a Paraplanner based in Exeter paying up to £45,000 basic plus bonus & benefits. Experience: Experience within a Professional or Financial Services business. Good knowledge of systems such as IRESS (database)...

Financial Advisor Currently recruiting for a Financial Advisor to join an established and professional Investment practice. As the Financial Advisor you will provide an excellent service to clients with regards to their Investment needs and pension arrangements. They client will provided an established...

To assist and enable the Wealth Planners to advise them effectively on complex products in all asset classes, wealth structuring, protection, pensions and estate planning for their clients. Day to day responsibilities will include: Supporting Client Management: Support the Wealth Planners in developing...

GENERAL SUMMARY This is an salary employed position working as an Independent Financial Adviser, offering regulated Financial Planning and Advice to existing and new clients. As an employed adviser you represent the business. As such you will be well placed to proactively address any enquiries received...

Fantastic opportunity for a level 4 qualified Financial Advisor to join my clients growing team in Okehampton. This is an employed role and will involve looking after the clients growing client base. All targets are set and measured on a quarterly basis. Requirements of this role include: Working with...

My client is looking for a Assistant Paraplanner to join their highly successful Wealth Management company. Within this role you will gain great insight into the variety of roles and products used within the company. As a Assistant Paraplanner you will also be given the chance to attain Industry qualifications...

A rare opportunity has arisen for an experienced Financial Adviser / Finanical Planning Manager to provide top quality financial advice to customers of my clients of their Exeter branch. This position requires a capable and organised individual who does not require, or want, micro management and who is...

Compliance Administrator Location: Plymouth Salary: £18,000 - £25,000 The Client The opportunity for a Compliance Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. The Opportunity Our client is...

A great opportunity to join a long established financial consultancy business based across the South West. The existing business has been built up primarily through professional connections, with a strong customer centric proposition where there is a demand for face to face advice in the areas of Wealth...

Position: Junior Paraplanner Location: Exeter Salary: £20,000 - £25,000 The client: My client is a privately-owned, award-winning, Chartered Independent Financial Advisers established 25 years ago and located in Exeter and Plymouth. This is a Chartered practice who provide holistic financial planning...

My client are an award winning privately owned company in the south-west, offering a fully independent financial advice service to both individuals and business on how to meet their financial objectives. Due to expansion and success they require 2 paraplanners to join there existing paraplanning team...

My client are an award winning privately owned company in the south-west, offering a fully independent financial advice service to both individuals and business on how to meet their financial objectives. Due to expansion and success they require 2 paraplanners to join there existing paraplanning team...

Junior Paraplanner based in Devon, competitive basic salary and benefits. Purpose of Job: To provide an ongoing professional service to Advisers from file preparation, business submission, compliance and general client administration. Key responsibilities General duties: Maintain compliant client files...

Head of Finance We are recruiting for this full-time position at a holiday park in Devon. This family operated business is one of the leading park operators in the sector and is synonymous with offering five star family holidays on the Devon Coast. The sector has seen huge growth in recent years and this...

MB Fitzgerald are currently working with the successful Financial Planning arm of a leading Accountancy Practice to recruit a Paraplanner for their Plymouth office. You will be required to support consultants providing financial planning advice across investments, life insurance, pensions and tax planning...

An established and thriving Wealth Management firm based in heart of Exeter are seeking an experienced Paraplanner to join their Private Client Team. This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to two whole of market Advisers...

Alexander Mann Solutions (AMS) is the world's leading provider of Talent Acquisition and Management Services. We deliver award-winning solutions to over 65 outsourcing clients and consulting services to hundreds more. Our contingent Workforce Solutions (CWS) service acts as an extension of our clients'...

Are you an experienced Mortgage Broker, who has built up a client base of your own, who feels that you’re not getting the splits - and therefore the earnings - you deserve? Do you have a strong track record of writing compliant 'whole of market’ Mortgage and Protection business? Do you find yourself spending...

My client is a well-established firm of Wealth Managers, with a strong presence in the Devon market. They have built their reputation through getting close to their clients and fully understanding their needs, providing a first-class service. Due to continuing growth and development of their other specialisms...

Our client is a highly reputable, national wealth management firm that has been acquiring HNW advice firms and client banks across the UK. They have an attractive whole of market proposition, generally give new Advisers salaries from £40k to £60k and around £15m in FUM to service, and also allow you to...

Receptionist Exeter Permanent, Full-Time We have an exciting opportunity for a Receptionist to join our Office Services team at JLT in Exeter. The Job in Brief: The right candidate will provide a professional reception and switchboard service, process visitors, contractors and couriers and provide basic...

Our client, a well-known national advisory organisation, is seeking Pensions Specialists to complement its expert team. The business was founded several years ago and has established an enviable reputation for client service, having developed a comprehensive range of financial services solutions for its...

A fantastic opportunity for a Financial Planning Administrator to join a growing firm of Independent Financial Advisers based in Paignton, Devon. Due to continued increased business levels our client is now seeking to recruit an additional Administrator to join the team to provided support to the Senior...

Our client is a boutique financial planning business with offices in Paignton, Devon. Their current requirement is for an experienced Paraplanner to join the growing team to help with continued increased business levels. This organisiation specialise in providing both private client and employee benefits...