• Finance

  • Position

    Qualified ACA's, PQ ACA's & Graduates
    Date 05 February 2010 Ref JW30
    Location

    Exeter

    		 Salary Various

    Job Description: Calling all newly qualified ACA’s, part qualified ACA’s and Graduates! My client a progressive, forward thinking firm of consultants based in Exeter are currently seeking to “buck the trend” and expand during these difficult times. As such a number of vacancies have arisen for ambitious, driven individuals at a variety of levels. Whether you are seeking to continue a career in accountancy or develop as an IFA, my client would like to hear from you. Full support will be given on training and funding for successful applicants. If you have the determination to succeed you will be rewarded with fantastic career progression & be involved in future plans of significant growth. All vacancies are permanent and vacant immediately, as such you are advised to forward your CV today!
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  • Position

    Administrator
    Date 29 January 2010 Ref JW24
    Location

    Exeter

    		 Salary 16-20K DOE

    Job Description: An exciting opportunity has arisen to join a fast growing Financial Service company based in a great location in Exeter. As the Administrator you will be responsible for a variety of tasks including: Audio typing, composing letters, liaising with IFA’s, speaking with insurance companies and getting involved with valuations & figures for the company. In order to be successful you will have a sound knowledge of the Financial Services sector and a proven track record in Administration with an emphasis on attention to detail. Those with experience of 1st Software will have a distinct advantage although this is not essential. This in an urgent requirement so please don’t hesitate to send your CV ASAP.
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  • Position

    Paraplanner
    Date 19 January 2010 Ref JW27
    Location

    Exeter

    		 Salary 18-23K

    Job Description: My client, a leader in its field, are currently seeking to recruit a Paraplanner based in their Exeter office. This is an excellent opportunity for an individual looking to progress their career in the industry whilst also benefiting from a great working environment. You will be part of a small Sales Support and Financial Planning Admin Team providing efficient administration and sales support to Consultants, to ensure compliance with relevant procedures, as well as pro-active support to consultants in the provision of on-going BFIFA advice to clients. You will need to be able to source products, write reports, prepare regulatory letters, deal with customer queries, and carry out all other associated administration. Ideally a qualified or part qualified Paraplanner studying toward (support will be given) the Certificate in Financial Planning and Diploma with a basic understanding of financial planning concepts and terminology. Opportunity to become an IFA in due course. As there is an element of customer service involved, it is also essential that you are able to act on your own initiative in order to make sure that the company is offering people the best possible service. Experience with 1st Software’s Adviser Office would be advantageous. The successful candidate will be rewarded with a fantastic package.
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  • Position

    Para-planner
    Date 16 September 2009 Ref JW6
    Location

    Plymouth

    		 Salary Competitive

    Job Description: My client, a leader in its field, are currently seeking to recruit a Para-planner. This is an excellent opportunity for an individual looking to progress their career in the industry whilst also benefiting from a great working environment. You will be part of a small Sales Support and Financial Planning Admin Team providing efficient administration and sales support to Consultants, to ensure compliance with relevant procedures, as well as pro-active support to consultants in the provision of on-going BFIFA advice to clients. You will need to be able to source products, write reports, prepare regulatory letters, deal with customer queries, and carry out all other associated administration. Ideally a qualified or part qualified Para-planner studying toward (support will be given) the Certificate in Financial Planning and Diploma with a basic understanding of financial planning concepts and terminology. Opportunity to become an IFA in due course. As there is an element of customer service involved, it is also essential that you are able to act on your own initiative in order to make sure that the company is offering people the best possible service. Experience with 1st Software’s Adviser Office would be advantageous. The successful candidate will be rewarded with a fantastic package.
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  • Position

    IFAs
    Date 07 September 2009 Ref JW4
    Location

    Taunton, Barnstaple

    		Salary Highly Competitive

    Job Description: Our client, a progressive and successful firm of Financial Advisors is currently looking for new IFAs to join their prestigious Taunton and Barnstaple offices. This is an excellent opportunity for an IFA who wishes to increase their earning potential or wants to reap the benefits of working for a well renowned and expanding organisation. 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 this first class organisation. Due to our client’s impeccable image, it is also important that you act in a professional and consultative manner. This is a self-employed role (although candidates wanting an employed position will be considered) but 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. This is an excellent opportunity and not to be missed, 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