• Finance

  • Position

    Independent Financial Advisor

    Date 09 May 2008 Ref SH146
    Location

    Mid-Cornwall

    Salary Excellent OTE

    Job Description: We are currently searching for a qualified Independent Financial Advisor to join a reputable and successful IFA firm. This is a self-employed role office based role, but excellent leads and full administrative support will be provided. Key responsibilities include looking after existing customers, meeting clients to fact find, providing advice on the best products to meet customers’ needs, and at all times adhering to FSA regulations. Our client is looking for a professional and knowledgeable individual who will be able to win the respect and trust of customers. You will need to be at least FPC qualified and have previous experience of working as an IFA. If you would like to work for a friendly, local company that values it’s employees, apply now!

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  • Position

    Sales Consultant

    Date 09 May 2008 Ref SH145
    Location

    Taunton

    Salary C. £15k Basic (C. £35k OTE)

    Job Description: A fantastic opportunity has arisen for a motivated and customer focussed sales consultant who wants to significantly boost their earning potential! We are currently looking for consultants to work for a well-established and friendly organisation based in Taunton. You will be responsible for handling enquiries from customers, providing excellent advice, and arranging insurance for them. You do not need to have experience of dealing with financial services products, but you will need to be motivated, have an excellent telephone manner, and experience of working in a customer service environment. This role would also be ideal for an individual who has previously worked as a Financial Advisor but is keen to find a position that will provide a supply of quality leads and enquiries from which to work from. Benefits include a great working environment, good basic salary, excellent earning potential, and the opportunity to talk to customers who actually appreciate you calling them!

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  • Position

    Independent Financial Advisor

    Date 23 April 2008 Ref SH144
    Location

    Taunton

    Salary Excellent OTE

    Job Description: We are currently searching for a qualified Independent Financial Advisor to join a reputable and successful IFA firm. This is a self-employed role based in the Taunton area, but all leads and full administrative support will be provided. Key responsibilities include looking after existing customers, meeting clients to fact find, providing advice on the best products to meet customers’ needs, and at all times adhering to FSA regulations. Our client is looking for a professional and knowledgeable individual who will be able to win the respect and trust of customers. You will need to be at least FPC qualified and have previous experience of working as an IFA. If you would like to work for a friendly, local company that values it’s employees, apply now!

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  • Position

    Independent Financial Advisor

    Date 23 April 2008 Ref SH86
    Location

    Exeter

    Salary C.£30k Basic (Excellent OTE)

    Job Description: We are currently searching for a qualified Independent Financial Advisor to take up position within a very successful and expanding firm based in the South West. This is a great opportunity to join a prestigious yet friendly business, which is able to offer fantastic career progression. Key responsibilities include looking after existing customers whilst generating new business, meeting clients to fact find, drawing up recommendations, communicating these in a clear and compliant manner, and at all times adhering to FSA regulations. Our client is looking for a professional and knowledgeable individual who will be able to win the respect and trust of customers, and therefore uphold the companies’ impeccable image. You will need to be at least FPC qualified (or equivalent), and candidates with AFPC/G60 will be at an advantage. You will also be required to demonstrate the aptitude to drive business whilst providing impeccable customer service. If you would like to work for a company that values and invests in it’s employees, apply now!

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  • Position

    FINANCIAL ADVISOR

    Date 22 April 2008 Ref SH102
    Location

    Exeter, Torquay

    Salary C. £30k Basic (C. £50k OTE)

    Job Description: We are currently searching for qualified Financial Services professionals to take up positions within a prestigious high street bank, based in either the Exeter or Torbay area. This is a fantastic opportunity for someone who is looking to further their career within Financial Services, and the successful applicants will benefit from excellent pay for the industry, a company car, and attractive commission structure. Our client is ideally looking for candidates that have already obtained their CIFA or FPC qualifications (or equivalent), though those in the process of studying towards this will also be considered (salary and benefits stated are attached to the fully-qualified position). You will need to demonstrate the ability to give clear and compliant advice and have experience of working in a customer service focussed environment. The role also involves an element of business generation and we are looking for candidates who have a flair for dealing with people and are able to build effective working relationships with customers and colleagues alike. If you would like to work for a great employer and benefit from a very attractive remuneration package, apply now!

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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