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)

You will learn how to assess and control risks, understand legal responsibilities, and investigate incidents. Step 2 – NEBOSH General Certificate Build on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems.

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...

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...

£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...

Role Summary Working as an integral part of the patient facing Appointments and Enquiries team in the Contact Centre, our Patient Advisors are responsible for supporting our patients in selecting and booking initial consultations with our leading Consultants, being a primary point of contact for patients seeking treatment at KEVII and arranging and providing information on the charges associated...

Fire Safety Advisor Location : Hinkley Point C Contract type: Permanent Start date: TBC Salary: Competitive Salary +benefits We are the leading provider of infrastructure services. At Altrad, we transform our nation’s critical infrastructure to operate safely and sustainably. With over 11,000 talented people, we provide the full spectrum of critical engineering and construction services...

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...

You will also be responsible for establishing policies that will create and maintain a safe workplace. As a safety officer you must have excellent attention to detail to identify hazards.

You will also be able to discover opportunities for improving conditions and execute various safety programs.

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 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...

Join to apply for the Paralegal - Private Wealth role at Trowers & Hamlins Overview Trowers & Hamlins is a City-led, international and national law firm with over 180 partners and 1000 staff. With offices across the UK, Middle East and Asia. Our global footprint is further enhanced by our strategic partnership with Interlaw which works to facilitate our management of multi-jurisdictional...

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 is seeking an Associate / Senior Associate to join their Private Wealth team in Exeter. This role involves managing high-value estate planning and trust matters while promoting a collaborative culture with hybrid working arrangements. Ideal candidates will possess relevant private wealth law experience and strong communication skills, contributing to professional growth...

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...

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.

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...

You will manage, oversee and review a small support team of a couple of trainees and more senior accountants to assist you overseeing a fee base of close to £200k.

You will have opportunity to carve a long term career move and play a key role in this firms further ongoing success and development, with the associated career rewards this presents.

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,...