Financial adviser Work, Jobs in Exeter, Eng (with Salaries)

Adviser Support
Prydis —Exeter
- £27,000 - £31,000 a year
- Full-time
- CRM software
- Computer literacy
- Microsoft Office
- Free parking
- Sick pay
Quick apply
Financial Services Trainee Paraplanner
BoulterBowen WealthCare —Exeter
- £28,000 - £32,000 a year
- Full-time
- In-person
- Life insurance
Quick apply
Claims Assessor
LV= Life & Pensions —Exeter
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
Financial Adviser/Financial Planner
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £50,000 - £70,000 a year
- Full-time
- Business development
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
4d
Wealth Management Assistant
Tozers —Exeter
- Full-time
- Organisational skills
- Computer skills
- Communication skills
12d
Business Development Manager (Field Sales)
Clear Business —Heavitree
- Up to £40,000 a year
- Full-time
- Business development
- Time management
- Annual leave
- Employee discount
Quick apply
Company Accountant
Sam Gilpin Demolition Ltd —Newton Abbot
- £50,000 a year
- Part-time
- Analysis skills
- Presentation skills
- Team management
- Annual leave
- Flexible schedule
Quick apply
3d
Financial Services/IFA Administrator
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £32,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
4d
Financial Adviser
Partnership Recruitment —Newton Abbot
- Part-time
- Hybrid work
- Business development
- School
Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £40,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
4d
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Mentoring
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
Accounts Senior - Legal Clients
PKF Francis Clark —Exeter
- Hybrid work
Finance Business Partner (Senior Commercial Finance Manager)
PKF Francis Clark —Exeter
- Hybrid work
- Team management
- Training & development
Senior / Assistant Manager (Trust Accounts)
PKF Francis Clark —Exeter
- Hybrid work
Senior Business Development Manager
Foot Anstey LLP —Exeter
- Full-time
- Hybrid work
- Data analysis skills
- Business development
- Analysis skills
Quick apply
14d
Finance Manager
Swanky —Exeter
- Full-time
- Hybrid work
- AI
- Communication skills
- Employee assistance programme
- Flexible schedule
Quick apply
Senior/Assistant Manager (Share Schemes)
PKF Francis Clark —Exeter
- Hybrid work
- Communication skills
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Accounting
- Mentoring
- Training & development
- Annual leave
- Employee assistance programme
Quick apply
RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries
Royal Bank of Canada —Exeter
- Full-time
- Management
- Analysis skills
- Bachelor's degree
3d
Mortgage Adviser
Partnership Recruitment —Exeter
- Hybrid work
- School

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Adviser Support

Prydis
Exeter

Quick apply

Job details

Full-time
£27,000 - £31,000 a year

Benefits

Free parking
Cycle to work scheme
Company pension
Company events
Private medical insurance
Sick pay
On-site parking

Qualifications

CRM software
Financial planning
Report writing
Report generation
Computer literacy
Microsoft Office Suite
Microsoft Office
Staff training
Organisational skills
Financial services
Time management

Full job description

Adviser Support

Reporting to Admin Team Leader

Location Exeter (Clyst St Mary)

Job Type Full time

Summary

Prydis are a fast-growing professional services firm with a unique approach. To maximise the quality of service we can provide to our clients, we’ve expanded to incorporate wealth management and accounting services in-house from our offices in Exeter, Newquay, Edinburgh and Liskeard.

At Prydis, we are committed to helping our team grow their skills and develop further specialist qualifications. By working alongside professionals from a wide range of financial and legal disciplines, our staff gain exposure to new and varied work.

We value the expertise our people bring to our organisation and are passionate about nurturing their potential and enabling them to enjoy rewarding careers.

Responsibilities, defined but not limited to…

Assistance with onboarding new advisers
Preparing annual reviews for advisers
Basic report writing
Supporting advisers with day to day admin
Obtaining policy information once company authority is in place
Ensuring fees are paid correctly on policies
Tracking new applications and liaising with companies where necessary
Tracking transfers, surrenders & withdrawals
Ensuring client files are in order and compliant, making up files for new clients
General SIPP/SSAS administration
Phoning providers, advisers and clients to gather information
General admin duties, e.g. printing, scanning, binding, data entry to CRM
Attendance at appropriate training courses and seminars (where relevant)
Attendance at Prydis “Lunch and Learn” seminars (where relevant)
Training and supervision of junior staff (where relevant)
· Providing assistance to the Prydis Wealth team (where appropriate)

Relevant skills

Ideal candidates will be able to demonstrate a high level of computer literacy across the main elements of the Microsoft suite of products. They should also possess good prioritisation, and time management skills, to ensure adviser and client expectations are met. Previous experience in report writing would also be desirable.

What we offer:

Outstanding conditions for professional growth and development
Flexible working options
Competitive remuneration package, including basic salary dependent on previous experience and bonuses
Workplace pension where you contribute 4% and the company contributes 4% which rises to 6% after 5 years
You will be invited to join the death in service scheme of four times annual salary following successful completion of your probationary period
You will be invited to join the PHI scheme following successful completion of your probationary period
You will be entitled to participate in the company bonus scheme which is profit and performance related and is payable in June and December each year
The standard holiday is 24 days increasing by a day after each year of service up to 32 days plus bank holiday
Career progression

How to apply:

If you believe you have what it takes to become a successful member of our team, please apply to this job post, or email your CV and a covering letter to [email protected] and [email protected]. Please specify the role for which you are applying and ensure you include your full contact details, so we can get in touch with you. Prydis Group are an Equal Opportunities Employer.

Job Type: Full-time

Pay: £27,000.00-£31,000.00 per year

Benefits:

Company events
Company pension
Cycle to work scheme
Free parking
On-site parking
Private medical insurance
Sick pay

Experience:

Financial services: 2 years (required)

Location:

Exeter EX5 (required)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in exeter, eng

Adviser Support

Financial Services Trainee Paraplanner

Claims Assessor

Financial Adviser/Financial Planner

Wealth Management Assistant

Business Development Manager (Field Sales)

Company Accountant

Financial Services/IFA Administrator

Financial Adviser

Paraplanner/IFA Report Writer

Assistant Manager

Accounts Senior - Legal Clients

Finance Business Partner (Senior Commercial Finance Manager)

Senior / Assistant Manager (Trust Accounts)

Senior Business Development Manager

Finance Manager

Senior/Assistant Manager (Share Schemes)

Client Manager

RBC Brewin Dolphin – Commercial Inteligence Manager, Intermediaries

Mortgage Adviser

I want to receive the latest job alerts for financial adviser in exeter, eng

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