Latest accountancy, legal and banking jobs available in Exeter, Devon.

  • Professional

  • Position

    Independent Financial Advisor
    Date 14 January 2008 Ref SH114
    Location

    Devon

    		 Salary Competitive

    Job Description: A fantastic opportunity has arisen for an experienced and innovative Financial Services professional. Our client, an independent firm of advisors is looking for a new addition to their successful team. The business prides itself on its caring and holistic approach, and is focussed on advising based on customer need. Located just off the A38, the company is easily accessible from both Plymouth and Exeter. You will be responsible for consulting customers’ regarding portfolios such as direct equity funds and collective holdings, and will need to have experience of giving protection, investment, mortgage, and taxation advice. It is also important that you have the ability to introduce new clients to the business through networking and referrals. Benefits include working for a friendly and approachable organisation, flexible working hours, competitive salary, and excellent career prospects.

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  • Position

    Financial Services Administrator
    Date 21 November 2007 Ref SH111
    Location

    North Devon

    		 Salary £13k - £15k DOE

    Job Description: Experienced administrator sought for busy Financial Services provider in North Devon! This is an excellent opportunity to work for a successful and established IFA firm, and 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 Financial Advisors, preparing documentation for review meetings, updating the advisors diaries, and printing, dispatching, and recording Reason Why Letters. Other more general administrative duties are also included in the role such as answering calls, ensuring that confidential waste is disposed of properly, and ordering stationary. If you have experience of working in an administrative capacity in an office environment, a good telephone manner, and are organised and efficient, apply now!

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  • Position

    Mortgage Advisor
    Date 21 November 2007 Ref SH107
    Location

    Near Plymouth

    		 Salary Competitive Salary

    Job Description: An excellent opportunity has arisen for an experienced and motivated mortgage professional to work for a friendly and successful employer. You will form part of an asset management company based 10 miles from Plymouth in an easily commutable location. Key responsibilities will be advising existing mortgage clients, whilst also generating new business for this division, whilst working alongside two Financial Advisors and a Market Analyst. Even though the main function of the role is to grow the mortgage business, the opportunity to progress into other areas of financial services provision will be available to the right candidate. A suitable candidate for this role will be qualified to give mortgage advice, have experience of doing so (ideally in an independent setting), be computer literate, and maintain a professional and organised way of working. This is an excellent opportunity for an individual wishing to move away from working in a large organisation to a small independent one where your effort is recognised and rewarded. Flexibility is also offered as the role could be worked on a full or part-time basis, and on an employed or self-employed basis.
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  • Position

    MORTGAGE ADVISOR
    Date 14 January 2008 Ref SH106
    Location

    Exeter or Torbay

    		 Salary £30k - £40k OTE

    Job Description: We are currently recruiting for a leading High Street Bank who is looking for Mortgage Advisors to join their successful team. This is an exciting opportunity for an individual with experience of selling mortgages as the role comes with a competitive benefits package and excellent career progression. Key functions of this role include meeting customers to ascertain needs and advise, liasing with the Branch Manager in order to identify leads, coaching other branch staff, driving business by marketing the banks mortgage services to clients, referring customers to Financial Advisors for full financial reviews, and at all times complying with FSA regulations. Candidates need to be CeMAP qualified and able to prove their ability to perform in a sales role. You will also need to demonstrate managerial capabilities and be able to motivate colleagues to assist you in generating new business. Positions exist within the Exeter and Torbay. If you are interested in a fantastic new move with great prospects, apply now!

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  • Position

    MORTGAGE ADVISOR
    Date 14 January 2008 Ref SH91
    Location

    Devon

    		Salary Competitive

    Job Description: If you have a proven track record in mortgage sales and would like to work for a friendly local estate agent that values and looks after it’s staff, we would like to hear from you! We are currently looking for experienced mortgage advisors who are used to working within an estate agency setting. You will need to be CeMAP qualified, focussed on customer care, and motivated by achieving targets and earning potential. It is also essential that you are able to act with professionalism and integrity as our client is keen to uphold it’s impeccable image. Key benefits include a competitive salary for the industry, excellent earning potential, and the opportunity to work for a company that likes to support their staff in furthering and developing their careers. If you are highly motivated and looking for an excellent next step, 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