Pension and Investment Manager
2 days ago
We're seeking a Pension and Investment Manager to join our team at Prydis. As a senior financial advisor, you'll be responsible for delivering high-quality, independent financial planning services to clients and generating new business through personalized advice.
About the RoleYou'll work closely with our team to maintain client records on our back-office system and receive administrative support via a fair use policy.
In return for your expertise, you can expect a competitive package including a realistic OTE of £70,000+, uncapped earnings, and the opportunity to work with a talented team of professionals.
Key Qualifications- Extensive experience in financial planning, preferably with a bias towards pension planning
- Strong knowledge and experience of corporate and personal financial planning
- Competence in using the MS Office suite of products
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Financial Manager
1 week ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeAbout the Role">Our organization is seeking a proactive Financial Manager to support the Asset Management division, focusing on investment and sustainability initiatives for existing homes.The ideal candidate will provide financial expertise for investment strategies and collaborate with senior managers to address financial performance challenges.This role...
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Financial Manager of Investment Initiatives
3 days ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeAbout the RoleAn exciting opportunity has arisen for a proactive Senior Finance Business Partner to join Pertemps Exeter in the South West. This role will support the Asset Management division, focusing on investment and sustainability initiatives for existing homes.Key Responsibilities:Partner with senior managers to provide financial insights, ensuring...
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Investment Management Assistant
4 weeks ago
Exeter, Devon, United Kingdom Getting In Limited Full timeAbout the RoleThe Investment Management Assistant will support our team with administrative tasks, data analysis, and client communication. The ideal candidate will possess strong analytical skills, attention to detail, and effective time management.
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Financial Services Administrator
1 month ago
Exeter, Devon, United Kingdom Hawksmoor Investment Management Full timeInvestment Administration RoleWe are seeking a skilled Investment Administrator to join our team in Exeter, Salisbury, or London. The successful candidate will have excellent administrative skills, attention to detail, and strong communication abilities.This role involves processing payments, setting up ISA subscriptions, responding to customer inquiries,...
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Senior Operations Director
1 month ago
Exeter, Devon, United Kingdom Hawksmoor Investment Management Full timeJob OverviewWe are seeking a highly experienced and skilled Senior Operations Director to lead our Fund Operations team in Exeter.Key ResponsibilitiesOversee the delivery of administration services for unitised products and model portfolios, including literature production, fund valuation reconciliation, and data provision to clients and third...
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Investment Manager
3 weeks ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeAbout the TeamWe are a dynamic and forward-thinking team at Pertemps Exeter, dedicated to delivering exceptional results in finance and sustainability. Our team is passionate about making a positive impact on the environment and the community, and we are always looking for talented individuals who share our values.ResponsibilitiesProvide financial insights...
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Investment and Sustainability Lead
2 days ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeJob DescriptionWe are seeking an experienced Senior Finance Business Partner to join our team at Pertemps Exeter.Provide financial expertise for investment and sustainability strategies, collaborating with senior managers to address financial performance challenges.Lead the preparation of the annual asset management budget and 30-year business plan, ensuring...
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Housing Asset Investment Specialist
4 days ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeAbout the RoleWe are seeking a Housing Asset Investment Specialist to join our Asset Management division at Pertemps Exeter. As a key member of the team, you will be responsible for supporting investment and sustainability initiatives for existing homes.Key ResponsibilitiesProvide financial analysis and insights to support business decisions and drive...
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Strategic Investment Partner
3 days ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeAbout this Role: An exciting opportunity has arisen for a Senior Business Partner to join Pertemps Exeter's Asset Management team in the South West. As a key member of the team, you will be responsible for providing financial expertise to support investment and sustainability initiatives.You will work closely with senior managers to deliver financial...
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HNW Investment Specialist
7 days ago
Exeter, Devon, United Kingdom Arbuthnot Latham Full timeAbout the RoleWe are seeking an experienced HNW Investment Specialist to join our team in the Southwest. As a key member of our investment management team, you will be responsible for providing expert advice and guidance to high net worth clients across the region.The successful candidate will have a proven track record in managing complex investment...
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Investment and Sustainability Expert
7 days ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeFinancial Expertise SoughtPertemps Exeter requires a highly skilled Senior Finance and Project Business Partner to provide strategic financial guidance across their Asset Management division. This role demands a deep understanding of financial management, budgeting, and value for money principles.Competitive PackageWe offer a salary of up to £65,000 per...
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Investment Insights Specialist
3 days ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeJob SummaryPertemps Exeter is seeking a skilled Senior Finance Business Partner to join its Asset Management division. This role offers the opportunity to work on investment and sustainability initiatives for existing homes, providing financial insights and driving performance improvement.Main Responsibilities:Partner with senior managers to deliver...
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Senior Business Finance Manager
2 weeks ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeJob Overview:Pertemps Exeter is a forward-thinking organization that values its employees' contributions to delivering excellent services. We are seeking an accomplished Senior Business Finance Manager to join our Asset Management division.Your Key Responsibilities:Deliver financial expertise for investment and sustainability initiativesSupport senior...
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Investment and Sustainability Expert
3 days ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeAbout the OpportunityWe are seeking an experienced Senior Business Partner to join our team in Exeter. As a key member of the Asset Management division, you will play a critical role in driving investment and sustainability initiatives across our existing housing portfolio.Key Responsibilities:Work closely with senior managers to develop and implement...
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Finance and Investment Committee Member
4 weeks ago
Exeter, Devon, United Kingdom University of Exeter Full timeWe are seeking a Finance and Investment Committee Member to join the University of Exeter's leadership team. As a key advisor to the Council, you will provide expert guidance on financial matters, helping us make informed decisions about investments and resource allocation.About the JobThis is a challenging yet rewarding role that requires a high level of...
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Senior Business Partner
4 days ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timePertemps Exeter invites applications from experienced professionals looking to make a meaningful contribution to their Asset Management team. As a Senior Finance Business Partner, you will play a crucial role in developing investment and sustainability strategies that drive performance and achieve strategic goals.About the TeamThe Asset Management division...
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Finance Director
3 weeks ago
Exeter, Devon, United Kingdom Pertemps Exeter Full timeAbout the RoleAn exciting opportunity for a proactive Senior Finance Business Partner to join a leading housing provider in the South West. This role will support the Asset Management division, focusing on investment and sustainability initiatives for existing homes.Key ResponsibilitiesPartner with senior managers to provide financial insights, ensuring...
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Graduate Investment Administrator
2 weeks ago
Exeter, Devon, United Kingdom Ritz Recruitment Full timeRitz Recruitment is seeking a skilled Property Portfolio Manager to work alongside the Portfolio Manager on significant investment to fuel fast growth expanding the company's portfolio.The company aims to provide students with a comfortable and exceptional living experience with modern appliances, high-quality furnishings and fittings, and the best use of...
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Senior Business Partner
5 days ago
Exeter, Devon, United Kingdom Pertemps Exeter Careers Full timeAbout the OpportunityA top housing provider in the South West seeks a Senior Business Partner to join their Asset Management division. This exciting role will involve supporting investment and sustainability initiatives for existing homes, providing valuable financial insights to senior managers.ResponsibilitiesDeliver financial expertise to inform...
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Compliance and Pensions Expert
1 week ago
Exeter, Devon, United Kingdom Ernest Gordon Recruitment Full timeA Financial Operations ChallengeWe are seeking a skilled Payroll Specialist to join our team as a Financial Operations Manager. The ideal candidate will have a strong background in financial operations, excellent problem-solving skills and a passion for delivering high-quality results.You will be responsible for managing payroll operations, ensuring...