personal financial advisor jobs in Exeter

Sales Advisor 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. At Bloor Homes, our Sales Advisors are an integral part of the team one that doesnt just sell bricks and mortar, but that helps make our customers dream new homes become a reality. Reporting to the...

Job Title: Sales Advisor Location: Exeter, EX1 (Initial Assignment) Looking for a career where your ambition meets real opportunity? Join Persimmon Homes as a Sales Advisor and step into a role where your success is celebrated, your growth supported, and your work truly matters. Why Persimmon Homes? At Persimmon, we don't just build homes — we build careers. When you join us as a Sales...

You will be required to manage and monitor a workload of cases as directed and organise work activities, taking into account the need to prioritise tasks and responsibilities and ensure that statutory and service responsibilities are undertaken within timescales.

You will also be responsible for writing timely reports for young people, including plans, risk assessments and referrals.

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

You will support the team manager with day to day operational management of a busy and diverse team.

You will support a caseload of service users that may have been previously released from prison, on a suspended sentence or on community orders.

You will support staff with day to day management as needed by the TM with professionalism, integrity and confidentiality.

Outbound Insurance Telesales Professional (Home Based) Jumpstart Your Future: A Vibrant Remote Sales Role Defines Your 2026! Working for a leading insurance provider, serving over 9 million customers and partnering with leading global brands. Consistently recognized as a 'Great Place to Work,' they're looking for talented individuals to help them achieve their global ambitions. If you're a...

Job description I'm thrilled to be partnering with a leading chartered Accountants and business advisory firm that is seeking an experienced Financial Planner based local to Exeter. This is a rare opportunity to take over an established client bank from a retiring adviser, ensuring a seamless transition and a strong foundation for success. Renowned for its outstanding reputation and premium...

You will also develop and coach our trainee tax accountants into becoming accomplished business advisors.

You will manage a portfolio of customers and aid them in opening, managing and optimizing their bank accounts. Overseeing/monitoring their transactions, pro-actively managing their financial needs and identifying opportunities to add value

Chief Financial Officer/ Financial Director Recruiting within the TR, PL, TQ, EX & TA postcodes, across Taunton, Exeter, Plymouth, Torquay, & Truro. What’s the opportunity? If you’re a top quality Chief Financial Officer / Finance Director who’s frustrated and fed up with the confines of a normal corporate life and you’re looking for something different, or you’re an independent CFO who’s...

You will need to maintain strong client relationships and act as a true business advisor, as well as training and mentoring more junior members of staff. Strong technical accounting skills are essential, as well as excellent communication skills - you will need to have the ability to communicate financial concepts to non-finance staff.

Your newpany A highly successful, privately owned business with a strong national presence is seeking an experienced Financial Controller. This is a pivotal leadership role within a dynamic organisation that operates across multiple locations in the UK and manages a substantial portfolio of high-value assets. Your new role Budgeting & Forecasting: Maintain short-term and long-term forecast...

Job Summary Financial Accountant role at Islet Systems. Fixed term, full time secondment ending 31 May 2027. Join our finance team as a highly motivated, enthusiastic and flexible professional to contribute to the performance of our wider team. Responsibilities Main duties of the job: Please refer to the full Job Description and Person Specification attached to this advert which will provide...

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...

About Revolut People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 65+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are...

You will develop expertise in banking practices and gain a deep understanding of our customers, products and services.

You will assist them with a wide range of personal and business banking needs, ensuring a positive in-branch experience. ​Handling a significant volume of inbound telephone calls.

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...

About The Role At GSF Car Parts, our Sales Advisors make it happen. They are outgoing, dynamic and passionate, and always ensuring they are giving the very best service. They care about their customers and our business, and this is part of the foundation to making our business so successful. We are looking for an outgoing Sales Advisor who as part of your role will support the branch by fully...

About Revolut People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 65+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are...

A leading UK ethical bank is seeking a Personal Banker in Exeter to provide outstanding customer service. The role involves managing customer accounts, conducting financial health checks, and processing banking product applications. Ideal candidates should excel in communication, problem-solving, and customer interaction, supported by various benefits including flexi-working and competitive...