Ifa / Financial Planner

A market leading Financial Planning business with multiple offices across the UK currently has a vacancy for an IFA Administrator to join their team in Exeter The company are a true market leader, being one of the largest and most successful Financial Planning organisations in the country.The role will be working alongside an experienced Administration team,...

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter.The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries. The company have a genuinely...

A prominent national leader in private client advice is in search of an experienced Financial Planner to enhance their dynamic and forward-thinking team in Exeter.Due to expansion, we are looking for a client-facing adviser to collaborate with the Investment Management and Marketing teams. The primary goal is to deliver a personalised and comprehensive...

We have an exciting opportunity to join us at Devon Partnership NHS Trust as a Strategic Workforce Planner working 22.5 hours per week (0.6wte) with a mixed model of home and on-site working.The Strategic Workforce Planner is a member of the Senior Leadership Team, reporting to the Head of Strategic Resourcing, and as a senior professional will work...

Team Leader Financial Planning - Base Salary negotiable but c.£80k £85k + with great a overall package.My client is seeking a 'Team Lead' to join their business. The successful candidate will build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice as well...

Up to £40k DOE | Exeter | Hybrid Join the next generation of Financial Planners as a Senior Financial Services Administrator This role providessupport to financial planners and their clients by compiling research, writing suitability reports and answering technical queries.Responsibilities include:To have a thorough understanding of the administration...

We're looking for a Planner to join our Exeter region to predominantly work on Environmental Agency projects. Within this role you can enjoy 26 days annual leave, sharesave scheme, family friendly policies and even more.Location: Exeter and surrounding regionsContract: PermanentSalary: Competitive + benefitsResponsibilitiesKier is looking to recruit a...

We're looking for a Planner to join our Arne Moors project in Poole, Dorset. Within this role you can enjoy 26 days annual leave, sharesave scheme, family friendly policies and even more.Location: Arne Moors, DorsetContract: PermanentSalary: Competitive + benefitsResponsibilitiesKier is looking to recruit a Planner, who will report to the Senior Project...

Salary £25k-£30k DOE | Excellent Benefits PackageAre you looking for an exciting opportunity where you can develop your skills as a Financial Services Administrator?Our client, a forward-thinking and dynamic Wealth Management Firm based in Exeter is seeking a Financial Services Administration Team Leader to join their Administration team.What will you be...

We are working with a dynamic and reputable financial planning & investment management organisation to recruit an experienced Paraplanner. Our client is a rapidly growing firm, known for dedication and exceptional service to their HNW & UHNW client book. They offer a unique and integrated approach to financial planning and investment management.Role:...

We are working with a dynamic and reputable financial planning & investment management organisation to recruit an experienced Paraplanner. Our client is a rapidly growing firm, known for dedication and exceptional service to their HNW & UHNW client book. They offer a unique and integrated approach to financial planning and investment management.Apply (by...

Up to £30k DOE | Exeter | Hybrid Join the next generation of Financial Planners as a Client Support Administrator Client Support Administratorresponsibilities include: To effectively manage and look after a case list to include new business cases and ensure own tasks are completed accurately and efficiently. Be a point of contact for client...

06/03/2023ExeterFull-timeKEY RESPONSIBILITIES:Planning Organise and oversee the work package creation for the aircraft inputs, planning from start to finish and ensuring clear identification of responsibilities throughout the business. Scheduled and unscheduled aircraft maintenance work package build/assembly including milestones, resource and critical path...

Project ManagerTemp - PermanentLocation - ExeterRole Overview: MEICA EnvironmentReporting to the Contract Manager you will be responsible for the day to day running of Projects on site to include preparation of all relevant documentation prior to the commencement of the installation phase of contracts. Management and control of all site activities ensuring...

A prestigious financial planning business is looking for a Client Support/Administrator to provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer’s needs.Main ResponsibilitiesTo have a deep understanding of the...

Project ManagerTemp - PermanentLocation - ExeterRole Overview:MEICA - EnvironmentReporting to the Contract Manager you will be responsible for the day to day running of Projects on site to include preparation of all relevant documentation prior to the commencement of the installation phase of contracts. Management and control of allsite activities ensuring...

About the roleCustomer Service RepresentativeWe are currently advertising for 6 & 12 Month Fixed Term ContractsAt LV= Life and Pensions, we're fully committed to ensuring that our customers trust us to protect their families, finances, and futures - that's why we keep them at the heart of every decision we make. In fact, doing the right thing is what unites...

Principal/Associate EngineerFlood Risk and Drainage – ExeterWe currently have a fantastic opportunity to join an award-winning independent Civil Engineering consultancy in Exeter, leading and delivering a number of multi-discipline projects, working within the Flood Risk and Drainage team.The consultancy have grown to over 40 strong in the last few years...

**Westward Financial Management Ltd is seeking a Junior Administrator to join our team in Tiverton / Exeter** **Duties and responsibilities**: - Day to day administration in a busy IFA Practice - Business located in Exeter and Tiverton - Ideally some experience of Intelligent Office - Working alongside Chartered Financial Planners and Head of...

A leading UK wide Financial Services and Investment firm has an opportunity for an IFA / Financial Planning Administrator to join their team in Exeter with hybrid work from home and office flexibility. This role will provide back office and client support for financial and wealth planning. Advice areas mainly include investment, estate and retirement...

My client is a recognised regional based IFA firm that is actively growing, based in Exeter who seek to add to their IFA Admin support teams. The main objective of this role is to provide administration support to the Directors and para-planners. To promote the Company in a good light. Remain customer service focussed at all times and ensure empathy with...

Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious...

Reed Financial Services are proud to be working alongside an expert financial planning firm in recruiting an IFA Sales Manager. This is an exciting opportunity to join a well-established firm with big plans for growth over the coming year, in managing their team of 10 financial advisors across the southwest. This is purely a management role, with no...

**JOB TITLE**:Financial Services Administrator (IFA) **LOCATION**: Exeter / Hybrid working 3 days office / 2 days home (following initial training period) **SALARY**: £24,000-£28,000 dependent on experience **HOURS**: Monday - Friday 8.45am-5.30pm **BENEFITS**:25 days holiday plus Bank Holidays, accrue a day each year up to 30, company bonus scheme, on...

**Job Title: Financial Planner** **Location**: Manchester My clientis a small but perfectly formed financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, they provide comprehensive financial planning and investment management...

We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners. This is a full-time role. However part time could be discussed for the right candidate. IFA Administration experience is needed for this position. If you have a keen...

Reed Financial Services are delighted to be working alongside an expert financial planning and specialist insurance firm in recruiting an IFA Sales Manager. This is an exciting opportunity to join a well established firm with big plans for growth over the coming year, in managing their team of 10 financial advisors across the southwest. This is purely a...

Are you an experienced IFA Administrator looking to take the next step in your career? Mbf are working with a successful Financial Planning organisation in Exeter who are seeking to recruit an IFA Administration Team Leader/Supervisor. The business is well established and have grown considerably over the past few years. They are now seeking to recruit an...

**In a nutshell**: Join us in an exciting player-manager role, leading a team of Financial Planners across Devon while also advising a portfolio of clients. With excellent support and an unmatched brand reputation within the South West, this opportunity promises a rewarding and fulfilling experience. **What you'll be doing day to day**: - Provide clients...

**Job Title - Senior IFA Administrator** **Location - Exeter** **Salary - £28,000 - £33,000** Capio Recruitment is working with a growing independent financial planning firm on an exciting opportunity for an Senior IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of putting...

A highly successful, boutique firm of Independent Financial Advisers in Exeter are seeking to recruit an additional IFA Administrator to join their friendly team. They are a growing company that have a strong reputation in the area, they are looking to expand their business and overall team in 2023. The role will involve providing full administrative...

Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can...

**Chartered Financial Planner - Devon & Cornwall region** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest...

My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based /...

My client is a recognised regional based IFA firm that is actively growing, based in Exeter who seek to add to their IFA support team. If you have relevant experience and looking for a role that will allow leadership duties and growth, then this could be an ideal opportunity for you. A competitive salary can be offered plus fantastic array of benefits...

Job Title: Independent Financial Planner for Southernhay Financial Planning Ltd Location: Truro, Cornwall, covering mainly Cornwall. Southernhay Financial Planning is an expanding company based in the South West of England providing independent financial advice for families and businesses. The prime responsibility of this role is to continue to provide...

Do you wish to progress your career as an Independent Financial Advisor? Are you level 4 qualified but your company is not letting you progress? We have a great opportunity to join a growing team across the Southwest as an Independent Financial Advisor on a self-employed basis with uncapped payment opportunities. We will provide training in all areas to...

Mbf recruitment are currently working with a well established, successful Financial Planning business who are looking to recruit an IFA Administrator to their team in Exeter. The company pride themselves on the high-quality service that they deliver to their clients and as such, reward their staff with excellent salaries. The company have a genuinely...