• Finance

  • Position

    Sales Support Consultant

    Date 13 June 2008 Ref SH149
    Location

    Taunton

    Salary Excellent OTE

    Job Description: We are currently searching for an experienced and qualified Financial Services professional to assume an integral supporting role within a rapidly expanding IFA practice. Key functions of the role include assisting with the recruitment of IFAs, processing applications, and ensuring that the business is compliant and adhering to FSA requirements. This is not purely a ‘paper pushing’ role and there is scope to become involved in many aspects of the running of the practice. Therefore you will need to be FPC and CeMAP qualified (or equivalent), have excellent organisational and presentation skills, and be assertive yet friendly when dealing with colleagues and customers. If you are looking for an exciting new role, apply now!

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  • Position

    Financial Services Administrator

    Date 13 June 2008 Ref SH150
    Location

    East Devon

    Salary C. £14k Basic

    Job Description: We are currently recruiting for well-established and expanding firm of IFAs based in East Devon. This is an excellent opportunity for an individual looking to progress their career in the industry because you will benefit from the training and experience that the business can offer. Key responsibilities include maintaining a database of client details, processing business generated by the IFAs, preparing documentation for meetings, diary management, and liasing with customers and product providers. Other more general administrative duties are also included in the role such as answering calls, using email, and typing letters. If you have experience of working in an administrative capacity within a Financial Services organisation and are looking for an exciting new move, apply now!

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  • Position

    Area Sales Manager - Retail Banking

    Date 13 June 2008 Ref SH153
    Location

    Torbay

    Salary C. £35k Basic, Excellent OTE

    Job Description: Are you an experienced Financial Advisor and are you looking to progress your career? If so, we have the job for you! We are currently working with one of the most successful High Street Banks who are looking for a Sales Manager to take up a supervisory position within their regulated sales force. This is a prestigious role within a great organisation at also comes with fantastic benefits. Key functions of the role include implementing strategy and targets within the regulated sales team, working with other Senior Managers to ensure that sales force is trained and competency standards are met, monitoring the activity of the team, coaching and developing team members, and addressing any areas of concern. Candidates must have full CeFA / FPC qualification and have experience of working as a Senior Financial Advisor / Team Leader. Ideally this will have been within a Retail Banking environment.

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  • Position

    Independent Financial Advisor

    Date 13 June 2008 Ref IFA
    Location

    Devon, Cornwall, and Somerset

    Salary Competitive OTE

    Job Description: We are currently working with a number of clients in the Devon, Cornwall, and Somerset areas who are looking for qualified and experienced IFAs to join their teams. If you are looking to improve your remuneration package, are keen to find a new challenge, or require greater flexibility in your work, apply now to find out more about the exciting vacancies that we are handling. Complete discretion is assured and we only ever approach clients with your permission.

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  • Position

    CUSTOMER ADVISOR - RETAIL BANKING (PART-TIME)

    Date 16 May 2008 Ref SH148
    Location

    Exeter

    Salary Excellent Salary

    Job Description: An excellent opportunity has arisen for an individual with experience in Retail Banking! Our client, a friendly local bank branch is looking for a customer-focussed candidate to join their team. You will need to have previously worked in Retail Banking, and be confident when talking to customers about financial products. However, our client places emphasis on providing excellent customer care as opposed to purely ‘selling’, so this role would be suitable for a person used to dealing with customers in a consultative manner. The key responsibilities of the role are performing accurate cashiering, opening accounts, and assisting customers with general queries. Benefits include an excellent salary for the industry, good career prospects, and the opportunity to work as part of a small yet friendly team. 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