Role We are working with a large regional professional services and wealth management company to secure an experienced Financial Planner, at a senior level, to join them in their Exeter office. The role will be taking over an
Senior Wealth Planner Exeter, Devon (Hybrid) An exciting opportunity has arisen for an experienced Wealth Planner to join a highly regarded private wealth management business. This role is suitable for candidates operating at Wealth Planner, Senior Wealth Planner or Director level who are passionate about
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities Provide end-to-end administrative support to one or two Financial Planners Prepare
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team. Key Responsibilities * Provide end‑to‑end administrative support to one or two Financial