Senior Financial Adviser jobs in Devon

You will inherit approximately £30M AUM, focusing on delivering high-quality, holistic financial advice to retain and organically grow the client base. Key Responsibilities Provide tailored financial advice to meet clients' individual needs and goals. Build strong, trusting relationships with clients.

INDEPENDENT FINANCIAL ADVISER - SIDMOUTH We have a fantastic opportunity for an Independent Financial Adviser to join our client's firm based in Sidmouth . This organisation is recognised as one of the UK's largest Chartered Financial Planning firms and provides clients with independent, whole‐of‐market advice and delivers tailored, evidence‐based financial solutions. The firm offers a...

Financial Accountant (Possible temp to perm) - Exeter / Hybrid - £40,000 £45,000 (DOE) - Initially 3 months, with potential to go permanent We are recruiting for a Financial Accountant to join a well-established organisation initially for three months but with the possibility of going permanent, to support the finance team during a busy period and beyond. This is a hybrid role, ideally based...

Job Description Butler Rose is partnering with a fast-paced business in North Devon to recruit a Financial Controller on a permanent basis. This is a hybrid working role. We're looking for a hands-on, commercially minded Financial Controller to take ownership of day-to-day finance operations and play a key role in strengthening controls, improving processes, and partnering with the business on...

Chief Financial Officer (CFO) - Plymouth - £: Six figure package with exceptional benefits and potential equity If you think that all high-profile recruitment assignments should carry a job description within the advertising blurb, we're going to disappoint. A quick google search will deliver the generic templates that you're after, none of which will be particularly applicable to this...

You will play a pivotal role in delivering mega‐scale facilities that will transform the clean energy sector, with a significant compensation package including equity participation.

1 day ago Be among the first 25 applicantsDirect message the job poster from Cathedral Appointments | B Corp™Recruitment Manager specialising in Senior Finance recruitment across the South West.A growing, values‑led organisation operating within a regulated healthcare environment is seeking its first Finance Director. With a multi-service group structure and ambitious growth plans, the business...

1 day ago Be among the first 25 applicants Direct message the job poster from Cathedral Appointments | B CorpTM Recruitment Manager specialising in Senior Finance recruitment across the South West. A growing, values‐led organisation operating within a regulated healthcare environment is seeking its first Finance Director. With a multi-service group structure and ambitious growth plans, the...

Job Description In a Nutshell We have a fantastic opportunity for a Senior Quantity Surveyor to join our team within Vistry Cornwall South West, at our site in Plymouth, Devon. As our Senior Quantity Surveyor, you will work within our wider Commercial, Estimating and Buying team, you will be responsible for supervising, managing and advising on the financial and contractual aspects of multiple...

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...

Private Client Tax Senior Manager or Director 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 the Private Client Tax Senior Manager or Director, you will deliver outstanding tax compliance and advisory service to a diverse portfolio of private...

You will lead the technical contribution to projects, whilst contributing to business development.

You will liaise with others advising on professional matters in connection with individual projects or project portfolios.

You will be proficient at developing long-term client relationships and securing new and repeat work.

You will have individual targets and will enjoy working in this way.

You will be passionate about social justice and equity for all people, supporting the work of our Research and Campaigns team by completing evidence forms to raise issues faced by our clients.

You will continue to work from the office until you have successfully completed your probation period (usually 6 months).

Salary: Up to £35,000.00 (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Exeter / Devon --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Sales Adviser to join our Naturesave team in their Totnes office. Please note that during your initial training...

Salary: Up to £35,000.00 (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Exeter / Devon --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Sales Adviser to join our Naturesave team in their Totnes office. Please note that during your initial training...

Salary: Up to £35,000.00 (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Totnes / Exeter / Devon --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a New Business Sales adviser to join our Naturesave team in their Totnes office. Please note that during...

Salary: Up to £35,000.00 (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Totnes / Exeter / Devon --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a New Business Sales adviser to join our Naturesave team in their Totnes office. Please note that during...

You will play a pivotal role in delivering mega-scale facilities that will transform the clean energy sector, with a significant compensation package including equity participation.

A leading financial advisory firm has a fantastic opportunity for an Independent Financial Adviser in Sidmouth. This role involves developing a client portfolio, delivering tailored financial solutions, and adhering to regulatory requirements. Candidates should possess strong communication, presentation skills, and a proactive mindset. Benefits include a pension scheme, 25 days annual leave, and...

Salary: Up to £35,000.00 (depending on experience) Working hours: 35 hours per week Duration: Permanent Location: Exeter / Devon --------------------------------------------------------------- About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Sales Adviser to join our Naturesave team in their Totnes office. Please note that during your initial training...