Ifa

**IFA Administrator** Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to** - Assistance with...

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...

**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...

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...

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...

My client is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor's across the UK. A leading provider of financial education in the workplace supported by guidance and advice. The group carries out seminars and webinars every month, educating...

Reporting to Head of Administration **Location **Exeter **Summary **Prydis is a multi-discipline professional practice, affording you the opportunity to work alongside other professionals, helping to provide clients with integrated solutions to meet their needs. **Responsibilities, defined but not limited to - Assistance with onboarding new advisers -...

Team Leader Financial Planning - Base Salary negotiable but c.£80k £85k + with great a overall package. This is an opportunity for an existing Planner who wishes to continue advising a book of clients, but seeking to take their first steps into a management role. The successful applicant will liaise with the Investment management team and Professional...

Sales Account Manager, Full-time, Permanent - Hybrid - Lifre insurance, Annua company bonus scheme - £30 - £33k per annum About the Role Are you passionate about building relationships and achieving sales targets? As a Sales Account Manager, you will play a key role in supporting intermediary accounts and driving business growth. Your efforts will...

The opportunity for an experienced Financial Adviser to join a growing financial planning practice.What's on offer?Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a financial adviser join the existing...

The opportunity for an experienced Financial Adviser to join a growing financial planning practice.What’s on offer?Additional adviser bonus scheme 25 days holiday + 8 days bank holiday 5% company pension contribution Flexible medical package Monthly bonus payments on 3X validation of salary. This exciting role will see a financial adviser join the existing...

Are you looking to move into full-fledged paraplanning role and keen to explore opportunities that can encourage that move. Are you part way or fully Level 4 Diploma and seek a fresh new existing opportunity, then look no further. My client is a Regional based IFA firm and have an opportunity in either their Bath or Exeter office which offer hybrid...

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...

Position: Client Relationship Manager, Full-time, Permanent - Hybrid - Life Insurance, Annual Company Bonus Scheme - £30,000 - £33,000 per annum About the Role: Are you enthusiastic about fostering connections and meeting sales objectives? As a Client Relationship Manager, you will be instrumental in nurturing intermediary partnerships and propelling...

**About the role** **Customer Service Representative** We are currently advertising for 9 Month Fixed Term Contract (Maternity Cover). At 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...

**About the role** **Customer Service Representative** We are currently advertising for 6 & 12 Month Fixed Term Contracts At 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...

**About the role** **Customer Service Representative** We are currently advertising for 9 & 12 Month Fixed Term Contracts plus some permanent contracts will be available. At 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...

**About the Role** We’re looking for a skilled Life Underwriter to join our fantastic Claims team. You’ll become an integral member of the team, and will work to underwrite claims in a compliant matter, utilising controls to ensure claims are paid to legitimate claimants under LV=’s Protection products. **About You** - Possess excellent communication...