• Finance

  • Position

    Independent Financial Advisor

    Date Ref JW56
    Location

    Exeter

    Salary Neg

    Job Description: An exciting opportunity for an Independent Financial Advisor to join a team that is really going places! The role will be based in prestigious Exeter offices and you will become part of a very successful and rapidly expanding team. This is a fantastic time to join the company, and there are many prospects for progression within the organisation. The main function of the role is to promote the company and its services, and thus increase sales and maintain client satisfaction. The key duties include complying with FSA regulations, fact finding explained to clients and performed to access their financial needs, considering all potentially suitable products on behalf of the customer, making recommendations and documenting reasons in all cases, and striving to reach company targets whilst upholding it's core values and focus on quality. You will be paid a very competitive basic, and benefit from an uncapped bonus structure.

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  • Position

    Paraplanner

    Date Ref JW53
    Location

    Exeter

    Salary 22-24K

    Job Description: My client based in Exeter is currently looking to recruit a Paraplanner. This is a fantastic opportunity to join an established name in the market place with a future vision of growth. Duties will include: Preparation & maintenance of client files, preparing recommendations, implementing recommendations & portfolio reviews. In order to be successful you will have a sound understanding of the financial planning process and broad knowledge of financial services industry. You will have the ability to prioritise & plan your own workload and achieve agreed outcomes without supervision. Excellent report writing & IT skills are paramount for this position as are excellent inter-personal skills, both written and verbal. Recognised and appropriate exams - eg, Certificate in Financial Planning/Certificate for Financial Advisers are also key for this post.

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  • Position

    Independent Financial Advisors

    Date 14 June 2010 Ref JW51
    Location

    Devon/Cornwall

    Salary Neg

    Job Description: Cathedral Appointments are currently recruiting for Financial Advisors for a number of clients across Devon & Cornwall. These are excellent opportunities for IFA's who wish to increase their earning potential or want to reap the benefits of working for well renowned and expanding organisations. If you are FPC Qualified (or equivalent), have experience of giving Independent Financial Advice, and are adept at business development, you could benefit from having the backing of our first class organisations. These are both employed & self-employed positions and full support is offered at the start of your contract and you will benefit from excellent rates of commission from the offset. You will also be given full administrative support, access to first class IT systems, the use of comprehensive and modern marketing tools, and the opportunity to work as part of a friendly and motivated team.

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Cathedral Appointments, 33-35 Southernhay East, Exeter, Devon EX1 1NX
Tel: +44 (0)1392 413577 Fax: +44 (0)1392 425690 Email: info@cathedralappointments.co.uk