wealth management advisor jobs in Exeter

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

Job Description Senior People Operations Advisor - Part Time, FTC When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. Work with us at Riverford, and join a thriving employee-owned business - Be part of a supportive, down-to-earth and solutions driven People (HR)...

Job Description £25,396.80 BASIC SALARY PLUS UNCAPPED COMMISSION | ON-SITE | EXETER Our client is a well-established, FCA-regulated organisation operating within a highly structured and performance-driven environment. With a strong focus on compliance, process excellence and commercial results, they provide a fast-paced workplace where motivated individuals can build long-term careers within...

Position: Commercial Insurance Advisor Location: Plymouth (Plympton) Salary: Negotiable + benefits Overview We are expanding our Plymouth office and as such we are on the lookout for a Commercial Insurance Advisor/Handler to join the friendly and welcoming team. The Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks from various...

£25,396.80 BASIC SALARY PLUS UNCAPPED COMMISSION | ON-SITE | EXETER Our client is a well-established, FCA-regulated organisation operating within a highly structured and performance-driven environment. With a strong focus on compliance, process excellence and commercial results, they provide a fast-paced workplace where motivated individuals can build long-term careers within sales. Role: We...

You will lead technical delivery, manage stakeholders, and support clients in decarbonisation strategies.

You will work in a dynamic team, implementing energy management solutions and mentoring colleagues while enjoying a competitive benefits package including flexible working options.

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

Your new firmA highly respected law firm is seeking a talented Associate or Senior Associate to join its thriving Private Client team in Exeter. With a reputation for delivering practical, bespoke advice to a diverse client base—including families, individuals, trustees, and private wealth advisors – this firm offers a collaborative, intellectually stimulating environment and a proven track...

Private Client AssociateLocation: Exeter - hybridSalary: £85-95,000+ DOEOVERVIEWA leading national top-tier firm with a well-established Private Wealth practice is seeking a Private Client Associate to join its team. The department is Tier 2 ranked for Private Wealth work and is recognised for advising HNW and UHNW clients on complex estates, trusts, tax and succession planning matters. This role...

Description Where you will work Our Exeter office is home to a team of 157 staff, led by 24 partners. Our locally based lawyers have a deep understanding of what matters to clients in the South West. In turn, our clients choose us for our high levels of service, expertise, and value for money we can offer by utilising our regional teams. We have an enviable reputation for bringing public,...

You will have a clear route to progress within this highly successful and forward moving firm of accountants.

You will carve a key, influential role here managing the team and you will also have opportunity to work with partners on developing and managing the team as well as the chance to get involved the further growth and development of this office.

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

You will likely have: - A background in Corporate Finance, M&A, Financial Due Diligence or Transaction Services, ideally gained within a professional practice, investment firm or boutique advisory setting. - Strong financial modelling, analytical and written presentation skills.

Job Description Technical Support Manager - Construction / ConsultancyExeter£52,000 + Car Allowance £5,740 + 22% Pension + 44 Days Holiday + Hybrid Working + Career Development + £300 Wellness AllowanceAre you currently working in a technical construction role such as building surveying, contract management, project management, or asset management?Would you like to step away from day-to-day...

Interim M&A Advisor – Facilities Management Contract: 3–6 months Location: UK (flexible / remote) Start: Immediate We are seeking an experienced M&A Advisor to support a live transaction in the Facilities Management sector. This is a hands-on interim role, suited to a senior advisor with strong deal execution experience and the ability to operate at pace. Key Responsibilities - Act as lead...

Job Description Accounts Manager - Axminster Are you an experienced accounts professional ready to take the next step in your career? This is an exciting opportunity to join a well-established and highly respected accountancy practice with multiple offices across the South West. The firm is known for its supportive culture, strong people focus, and commitment to developing long-term...

Job Description Project Manager Plymouth Construction & Property Consultancy Are you a Project Manager with strong technical roots in Building Surveying, ready for a role that offers more influence, exposure and professional stretch? Would you like to work on complex, high-value projects while being part of a friendly, forward-thinking consultancy where people actually enjoy coming to...

At Reltio®, we believe data should fuel business success. Reltio’s AI-powered data unification and management capabilities—encompassing entity resolution, multi-domain master data management (MDM), and data products—transform siloed data from disparate sources into unified, trusted, and interoperable data. The Reltio Data Cloud™ delivers interoperable data where and when it's needed, empowering...

Company Background Allume Energy is an Australian technology company dedicated to enhancing solar energy accessibility for multi-dwelling residential properties. Our flagship innovation, SolShare, represents a world-first in hardware and software solutions, enabling multiple flats to be physically connected to a single solar power system. SolShare addresses a growing disparity in energy equity...

Description If you are an organised individual ready to take on the role of Junior PA, this is the perfect opportunity for you. Our Private Wealth team are seeking a Junior PA to join in our Exeter office. This role offers an exciting opportunity to work in a fast-paced environment, supporting fee earners and ensuring smooth operations. The Role As a Junior PA, you will play a crucial role in...