Job Description: A client focused insurance broker is looking for an experienced Account Executive on a permanent full time basis. Candidates looking to work from home in the south west or to be office based in Cornwall, should read on. The ideal candidate will bring an existing book of commercial clients and will have the ability to grow new business. The work will involve all aspects of dealing with commercial insurance, from examining and sending out survey reports and risk improvements, to providing advice and guidance on insurance issues. If you are ACII / Dip CII or equivalent and are looking for a new opportunity within a growing, progressive company who are totally client focused and offer excellent service, contact me today for a confidential conversation.
Job Description: An award winning financial planning firm in Torbay is looking for an experienced Paraplanner / Client Planner on a permanent, full time basis. This is an excellent opportunity to work for a local business, backed by an industry leader who provides excellent training, resources, support and career advancements across the south west. The role involves supporting the Client Relationship Managers and Senior Financial Planner in delivering high quality service which is the focus of the business. The role involves preparing detailed reports, technical research, analysis of portfolios, benchmarking, rebalancing, ensure dealing on client investments is executed accurately and will liaise with investment and insurance companies. If you have experience of using research and analytical skills to create complex reports within the financial services market and are working towards achieving your Diploma in Financial Planning, contact me today to hear more about the position. The successful candidate will have strong research and report writing skills, they will have some knowledge of investments, pensions, tax, protection, trusts and wills. They will display high levels of accuracy and will be confident and professional in person. They will have a “can do” attitude and will be prepared to participate fully in the successful operation of the business. This opportunity offers an excellent benefits package, which includes private medical insurance (including family), pension contribution, group life assurance scheme, free on-site parking, modern offices and a generous salary. If you are looking to secure a well-compensated position with an award winning company and have the relevant experience, contact me today for consideration.
Job Description: A leading company of Chartered Accountants and Chartered Financial Planners are looking to recruit a Para Planner on a permanent full time basis. Supporting the senior management team of highly qualified IFAs, this is demanding and rewarding role. The remit of the role includes preparing detailed reports and the servicing of prospective clients on all aspects of financial planning. You will provide technical support to a dedicated Consultant, manage and prioritise the Consultant’s client work, conducted technical research, produce compliant suitability reports, manage client reviews, maintain Consultant’s WIP record and process client queries. The successful candidate will hold Dip PFS or will be working towards it; they will have worked in a similar role for 3+ years and will have working knowledge of taxation of investments, personal tax & tax fundamentals, investment products, protection products, retirement products and trust & wills. Those in a trainee role or admin support role working towards their qualifications will also be considered. If you have the required experience and are looking for a busy, demanding role supporting the senior management team of a progressive and innovative company, contact me today.
Job Description: Qualified, experienced IFA required for well-established Wealth Management Company in Exeter. This is a well-established company looking to expand its team of IFAs and Paraplanners. My client’s core market is working with families with wealth of £750,000- £100M. They have an enviable client list across the South of England with many London based clients. The successful candidate will be based in the South West, have suitable industry qualifications and a proven track record of billing 150K+. This is an excellent opportunity to join a company with a strong reputation at a time of expansion. A generous salary is on offer along with bonuses and benefits. If you have the experience and proven ability and are looking for an new opportunity with a progressive company, contact me today.
Job Description: Managing Director required for well-established Wealth Management Company in Exeter. This is a newly created role and the main purpose of the role will be to move the company forward, manage all aspects of the business as well as overseeing a small team of IFAs and Paraplanners. My client’s core market is working with families with wealth of £750,000- £100M. They have an enviable client list across the South of England with many London based clients. The successful candidate will be based in the South West, have suitable industry qualifications and a proven track record of successful billing. In addition to this, you should be an accomplished people manager, who is able to lead and motivate the team to ensure that revenue targets are met, continually looking for new business and acquisition opportunities which will in turn develop further revenue streams. This is an excellent opportunity to join a company where you will be personally responsible for its growth and future success. You may already be working at Managing Director level or you may be working for a similar business where there is no room to shine or progress and you can’t see the next step up? This could be your chance! If you feel you have the commercial acumen, drive and determination to take the lead, contact me today.
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