Financial services trainee career development plan Work, Jobs in Humber, Dev (with Salaries)

Financial Services Trainee - Career Development Plan
BoulterBowen WealthCare —Exeter
- £26,000 - £28,000 a year
- Full-time
- Salesforce
- Organisational skills
- Financial services
- Life insurance
Quick apply
9d
Graduate Management Trainee - Exeter
Enterprise Mobility —Exeter
- Full-time
- Customer service
- Bachelor's degree
- Team management
Graduate Management Trainee - Torquay
Enterprise Mobility —Torquay
- Full-time
- Customer service
- Bachelor's degree
- Team management
Accounts Assistant
M Group —Newton Abbot
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
4d
Administrator
PKF Francis Clark —Exeter
- Administrative experience
- Organisational skills
- Communication skills
12d
VAT (Indirect Tax) Senior Manager
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Mentoring
- Training & development

Related jobs to explore

Based on your search for financial services trainee career development plan

Trainee RBI
Bureau Veritas —Exeter
Attend site inspections alongside qualified Registered Building Inspectors. A minimum of 3 A-Levels at Grade C or above (or equivalent, 80 UCAS points).
Graduate Management Trainee - Torquay
Enterprise Mobility —Torquay
Customer Service: deliver exceptional experiences by confidently handling reservations, resolving enquiries, and building rapport with a diverse range of…

I want to receive the latest job alerts for financial services trainee career development plan in humber, dev

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial services trainee career development plan jobs near humber, dev

Financial Services Trainee - Career Development Plan

BoulterBowen WealthCare
Exeter

Quick apply

Job details

Permanent | Full-time
£26,000 - £28,000 a year
9 days ago

Benefits

Discounted or free food
Company pension
Life insurance
On-site parking

Qualifications

Investment
Financial planning
Salesforce
Organisational skills
Financial services

Full job description

We have an exciting opportunity to join our Finance firm based on the outskirts of Exeter.

In this financial services development role you will be a key member of the team assisting our Financial Advisers in providing a first class service to our clients. Your varied daily tasks will include:

Core paraplanner duties including assisting in preparing for meetings, completing meeting workbooks and application forms.
Obtaining illustrations and product information from providers.
Providing general administration and compliance support including processing and uploading documents to Salesforce.
Reviewing and maintaining compliant client records and files.
Assisting with trading and the investment processes.
Personal administrative support for the company Director.
Providing general support to the team in all areas of the business.

The role is ideal for someone who wants a career, is outgoing, communicative, isn’t afraid to ask questions and wants to learn. You will be highly organised, resourceful, naturally inquisitive with strong attention to detail.

Study support will be provided as part of our career development program for the right candidate to complete relevant qualifications, with the opportunity to progress and develop within the company.

We offer a competitive package with pension contributions and life cover.

If you feel you would be suitable for this role, please submit a CV and covering letter online, by email or post. Applications without a covering letter will not be considered.

BoulterBowen, Winslade House, Winslade Park, Manor Drive, Clyst St Mary, Exeter, EX5 1FY

Hours: Monday – Friday 9:00 -17:30

Holiday: Starts at 5 weeks pa and bank holidays

Job Types: Full-time, Permanent

Pay: £26,000.00-£28,000.00 per year

Benefits:

Company pension
Discounted or free food
Life insurance
On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial services trainee career development plan jobs in humber, dev

Financial Services Trainee - Career Development Plan

Graduate Management Trainee - Exeter

Graduate Management Trainee - Torquay

Accounts Assistant

Administrator

VAT (Indirect Tax) Senior Manager

Related jobs to explore

I want to receive the latest job alerts for financial services trainee career development plan in humber, dev

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected