Financial planner Jobs in Devon

1 to 18 of 18 matching jobs found

Financial Planner

Exeter, Devon

With offices across the UK, they pride themselves on their ability to create and maintain their Clients wealth. Reporting in to the Divisional Director, you will be charged with developing existing Clients and attracting new business. Your role will include Gathering full market knowledge in order to provide holistic financial planning advice Devel....

Updated 26th May 2012 - Ref: 83291362 -

Financial Planner - Devon

Devon

Our client are a profitable firm of Wealth Managers, (both Advisory Discretionary Fund Management), with in excess of £7.5 billion of funds under management,....

Updated 26th May 2012 - Ref: 81884737 -

Financial Planner - Devon

Devon

You will use your knowledge of financial products to advise and form a strategy for each individual client and also monitor your portfolio in order to establish and highlight where switches can be made to client s agreed model in order to benefit the....

Updated 26th May 2012 - Ref: 81866384 -

IFA Financial Planner

Exeter, Devon

The role on offer will be for a confident, professional and ambitious individual to take on some of the companies most affluent clients. You will have a close working relationship with the Investment Managers and will be working from their leads to p....

Updated 26th May 2012 - Ref: 82988504 -

Financial Planner

Exeter

Updated 26th May 2012 - Ref: 83079437 -

Financial Planner - Devon

Our client are a profitable firm of Wealth Managers, (both Advisory Discretionary Fund Management), with in excess of ?7.5 billion of funds under mana....

Updated 26th May 2012 - Ref: 83017418 -

Financial Planner - Investment Management - Exeter

Exeter, Devon

This reputable organisation is one of the largest independent private client investment managers in the UK, with over £20 billion funds under management. The client are committed to providing comprehensive independent financial advice and investment ....

Updated 26th May 2012 - Ref: 83207232 -

Financial Planner

Devon, Devon

This position has been created as a result of the company?s recent expansion and you will be working with an existing portfolio of their clients. The organisation is directly regulated by the FSA and enjoys compliance support from Simply Biz. This role will involve working with the principals of the business servicing some of their existing clients....

Updated 26th May 2012 - Ref: 82994894 -

Financial Planner - Devon

Devon

Updated 26th May 2012 - Ref: 81882776 -


 

Financial Planner

Exeter, Devon

Updated 26th May 2012 - Ref: 83153282 -

Financial Planner

Exeter, Devon

They have a need for a Diploma level IFA Financial Planner, to service new and existing clients. Duties and accountabilities - This role will involve marketing the Company s services to new and existing customers. Primarily this will include - Conduc....

Updated 26th May 2012 - Ref: 83113821 -

Financial Planner - Devon

Devon

Updated 26th May 2012 - Ref: 81880407 -

Financial Planner - Devon

Devon

Updated 26th May 2012 - Ref: 81884695 -

Financial Planner

Devon, Devon

This role benefits from access leads provided from their extensive client base of UHNW Private Clients. You will provide a comprehensive consultancy service to an existing broad portfolio of high value personal and corporate clients, backed by full administration support. You will be expected to manage client relationships proactively from initial ....

Updated 26th May 2012 - Ref: 82808011 -

Financial Planner - Devon

Devon, South West England

Currently the practice employs five staff all on en employed basis of which two are consultants. The turnover is phenomenal with nearly £400,000 in reoccurring income as the clients are in the main extremely wealthy. The position is two fold in that ....

Updated 26th May 2012 - Ref: 83286594 -

Financial Planner - Exeter

Exeter, Devon

Position Senior Financial PlannerLocation ExeterSalary £40,000 - £60,000, negotiable, plus benefitsWe are excited to offer an opportunity with a leading investment management and financial planning firm Priding itself on providing holistic bespoke ad....

Updated 26th May 2012 - Ref: 82988845 -

Senior Financial Planner - Devon

Devon, South West England

You will work closely with internal Investment Managers in addition to external professional connections who generate lead sources for the substantial Financial Planning side of the business.The ideal candidate will be currently working within a simi....

Updated 26th May 2012 - Ref: 83151786 -

Chartered Financial Planner

Exeter, Devon

They have 41 offices throughout the United Kingdom and Channel Islands offering a wide range of financial services and have ?24 billion under management. There success is founded on our long track record of helping private clients, trusts, charities and pension funds to create and preserve wealth. With the origins of the firm going back two and a h....

Updated 26th May 2012 - Ref: 83159854 -