Financial Services & Wealth Management Jobs

We recruit for a number of Financial Services, Private Banks, Insurance, and Pension institutions across Devon, Cornwall, Somerset, Dorset and Avon. The types of roles we recruit include:- Wealth Management, Compliance Manager, Portfolio Management, Investment Management, Financial Advisor, Paraplanner, Technical Financial Planner, Mortgage/Lending and Private Client Banking Manager.

Our Recruitment Manager Jo Howell has been with the business since 2011 and has strong relationships with a variety of financial services organisations. If you are looking for an experienced or qualified position in the financial sector or have a key role to fill, please contact Jo. Alternatively for support based financial services positions, please contact Ali Willox. For all other general enquiries, please feel free to contact us.

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Latest Financial Services & Wealth Management Jobs

  • Paraplanner Exeter, Devon - Neg DOE

     Paraplanner opportunity!  Our market leading client is recruiting an experienced Paraplanner to support their Financial Advisers on providing financial strategies, plans and products to clients. 

  • Portfolio Investment Administrator Exeter, Devon - £20000 - £25000

    To assist the Investment Manager and take responsibility for the administration of client and investment holding’s data on the systems

  • Compliance Manager CF10 IFA Exeter, Devon - Neg DOE

    Cathedral Appointments are looking for a Compliance Manager in a directly authorised firm, working in a small but rapidly growing team of Chartered Financial Planners.

  • Portfolio Research Manager Exeter, Devon - £30000 - £45000

    Portfolio Research Manager to work in Exeter | Cathedral Appointments

  • Chartered Financial Planner Exeter, Devon - £45000 - £65000

    Cathedral Appointments are recruiting for a Chartered Financial Planner for a growing and thriving Chartered Practice in Exeter

  • Pensions Administrator/Paraplanner (full-time or 4 days per week) Ivybridge - £20000 - £25000

    An exciting role has arisen for a Pensions Administrator/Paraplanner to join a leading financial services organisation based near Ivybridge

  • Assistant Paraplanner - Part qualified Exeter, Devon - £25000 - £33000

    Cathedral Appointments is looking on behalf of their client for a Assistant Paraplanner to join their highly successful Wealth Management company.

  • Paraplanner Paignton, Devon - Competitive

    Paraplanner - A fantastic opportunity to join a growing firm of independent financial advisors who provide advice to both individuals and businesses across the region. 

  • Investment & Settlement Administrator Sherborne, Dorset - £20000 - £25000

    Due to growth and expansion my client is looking for an investment Administrator to join them in their back office settlements team.

  • Junior Paraplanner Exeter, Devon - £20000 - £25000

    Cathedral Appointments is look on behalf of their client for a Junior Paraplanner to join their highly successful Wealth Management company.