Jobs in Accountancy, Banking, Financial Services, Legal
Job Description: Family Solicitor to join modern, progressive Practice in North Devon. The role needs someone who is interested in and motivated to develop a private paying ancillary relief caseload. This would include ancillary relief, domestic violence and private law children. There is a substantial existing caseload and the successful applicant would be expected to build on this for the future. The current team is lively and social – whoever joins would need to be happy to become part of this team. The salary is negotiable and would depend on previous experience and current standing. Flexible hours or working from home would also be considered.
Job Description: A fantastic opportunity has arisen for one of Exeter’s premier employers for a Sales Support Advisor. You will have a proven track record of working in a FSA regulated Sales Support position and be extremely customer service focused. No cold calling is required in this position and there is a 50/50 split between incoming/outgoing calls. Key responsibilities include: • To support the Head of Intermediary Sales and Key Account Manager in their roles by providing exceptional customer support to their clients and exceeding client expectations • Provision of accurate and timely administration of all agency records within our SLA’s • Verification of new and existing agencies and updating CRM with revised details as when • Supporting the Intermediary Sales Support team to enable them to maximise potential from their sales • Any external or internal audit to assist as and when required • Adherence to the FSA’s Principles and Rules, including Treating Customers Fairly, and the Society’s risk management policies • Promote the company core values and behaviours at all times This department is very fast-paced, and as a Sales Support Advisor you will need to be able to cope with the demands of this type of sales environment. The ideal candidate will also need to be able to build and maintain relationships, and be an effective communicator. A fantastic package and bonus scheme await the successful candidate.
Job Description: A fantastic opportunity has arisen for a Portfolio Manager to join a leading Exeter based company. You will provide assistance to a Director in day-to-day activities of the Private Client team, building knowledge and understanding of the business, whilst undertaking study to attain relevant qualifications. Duties include: -Portfolio construction/review -Dealing on OMS and direct with Dealers -Understanding tax and estimated calculations thereof -Supporting development of client base -Drafting written communicating with clients and agents. -Liaising with other departments within office/group -Supporting the team, and other general administration duties as required -To perform all necessary actions required in order to comply with all FSA rules and regulations which apply to the role -Ensure competence as required by the regulator is attained within the prescribed timescale by undertaking training programme and additional development activities as required under the Training and Competence requirements The successful candidate will have the Securities Institute Certificate qualification or equivalent and be willing to attain the Securities Institute Diploma qualification.
Job Description: My client based in Exeter is looking to recruit a Customer Sales Advisor to join their successful team. The role will entail dealing with customer enquires and insurance quotations either face-to-face, or over the telephone, as well as arranging financial reviews for the Financial Consultant and cross selling other policies. Comprehensive training will be provided on all products and procedures however, you will ideally have previous insurance experience and be fully up to date with current FSA legislation although full training will be given. My client has a fantastic name in the local market. This is an urgent position so please forward your details ASAP
Job Description: My client based in Honiton (moving to Exeter in 7 weeks) is currently seeking to recruit a Customer Service Advisor. You will deliver exceptional customer service in the contact centre and will deal primarily with inbound telephone calls. Handling on average 30 calls a day for insurance whilst using the bespoke computer software. A variety of calls can be received from customers throughout the UK. Each requires exceptional care and attention to detail ensuring compliance with the firm's regulatory status. There will occasionally be some general office duties such as preparing daily post and processing postal applications for insurance. The role does not require any cold calling. Ideally you will have experience of working within a regulated insurance environment and be immediately available. This is a fantastic opportunity to join a rapidly expanding company with a real vision for the future. The company will be in their new Exeter premises on the 1st of August.
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