wealth management adviser jobs in Devon

If you're a top protection producer who's been seriously considering self-employment, you already know you could do it. You've run the numbers. You've had the conversations with yourself. The only thing missing is the right opportunity. This might be it. We're building the UK's leading medical protection advisory. Small team. High standards. We're looking for one adviser to join us, but only if...

Experienced Private Wealth Manager required for a reputable global and fully SCA & IA licensed firm, to be based in either Dubai, Abu Dhabi or EU. Candidates must be qualified, reside in the preferred office location and have a client book/AUM to be considered. An exceptional package including qualified leads, BDM & Paraplanning support, high commission splits and corporate benefits will be...

A leading law firm is seeking a Junior PA in Exeter to support fee earners in the Private Wealth team. This full-time role requires strong communication and organisational skills, excellent typing speed, and proficiency in Microsoft Office. Responsibilities include managing diaries, arranging meetings, and handling various administrative tasks. The position offers a dynamic work environment along...

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,...

In a nutshellAre 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...

An established industry player is seeking a Corporate Tax Manager to join their dynamic team. This role involves overseeing corporate tax compliance, coaching junior staff, and building strong client relationships. The firm is known for its inclusive culture and commitment to employee development, offering a range of benefits including hybrid working and generous holiday allowances. If you are...

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...

A leading law firm in Exeter is seeking a Senior Associate for their Succession & Tax team. This role involves advising on UK and offshore trusts, estate planning, and tax issues while managing high-value client relationships. Candidates should have over 5 years of experience in trusts and tax, and a STEP qualification is preferred. The position offers career progression and a competitive salary...

Private Client Associate / Senior Associate - Exeter Salary: Up to £85,000 Hybrid: 2 days a week in the office Looking for the quality of city work, but without the city lifestyle? This role offers the best of both worlds. We're working with an international law firm that's known for its collaborative culture and forward-thinking approach. You'll be part of a global network but what makes this...

You will provide advice and support to guide and encourage participants to overcome barriers to employment and achieve realistic job goals.

A growing accountancy firm in the UK is seeking an Independent Financial Adviser to cover the South West region, including Plymouth. This role involves providing holistic financial advice on investments, pensions, and tax planning. The ideal candidate should possess a Level 4 Diploma in Financial Planning and have a strong ability to build long-term relationships. This position requires...

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...

Job Role Seetec’s launch of Careers Guidance Services for Schools Register your interest to join Seetec as a School Careers Adviser level 6 and play a key role in our exciting new journey! This is for future opportunities as we grow and expand our service. We’re thrilled to introduce our Careers Guidance Service for Schools, a nationwide initiative offering tailored services through locally...

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...

If you're a top protection producer who's been seriously considering self-employment, you already know you could do it. You've run the numbers. You've had the conversations with yourself. The only thing missing is the right opportunity. This might be it. We're building the UK's leading medical protection advisory. Small team. High standards. We're looking for one adviser to join us, but only if...

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...

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...