• Finance

  • Position

    Insurance Trainee

    Date 13 May 2008 Ref SH147
    Location

    Exeter

    Salary £13k - £15k DOE

    Job Description: Our client, a prestigious and expanding provider of specialist insurance products and financial advice, is looking for an Insurance Trainee to join their successful team. This is an ideal next move for an individual with experience of the insurance industry, or someone with excellent customer service skills who is looking to make a move into this profession. Key duties include answering incoming calls relating to general insurance queries, advising customers, and completing all associated documentation and paperwork. Enquires primarily concern household cover and you will given full training in this. Due to the fact that the business is a well-respected Financial Services provider, you will need to be diligent and responsible in your attitude to work, and have an impeccable telephone manner. This is a great opportunity to join a growing team, based in attractive Exeter offices, and with fantastic potential for future development. Apply now!

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  • 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

    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