Financial services trainee career development plan Work, Jobs in Topsham, 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
8d
Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
- £25,000 - £40,000 a year
- Full-time
- In-person
- Free parking
- Store discount
Quick apply
Administrator
PKF Francis Clark —Exeter
- Administrative experience
- Organisational skills
- Communication skills
10d
Accounts Assistant
M Group —Newton Abbot
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
3d
VAT (Indirect Tax) Senior Manager
PKF Francis Clark —Exeter
- Hybrid work
- Business development
- Mentoring
- Training & development

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Paraplanner/IFA Report Writer
Medical & General Independent Financial Advisers Ltd —Ottery Saint Mary
Collect and collate information in accordance with the principles of ‘know your client’ and ensure all the required compliance documentation is present and…
£25,000 - £40,000 a year
Quick apply

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financial services trainee career development plan jobs near topsham, dev

Financial Services Trainee - Career Development Plan

BoulterBowen WealthCare
Exeter

Quick apply

Job details

Permanent | Full-time
£26,000 - £28,000 a year
8 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

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financial services trainee career development plan jobs in topsham, dev

Financial Services Trainee - Career Development Plan

Paraplanner/IFA Report Writer

Administrator

Accounts Assistant

VAT (Indirect Tax) Senior Manager

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

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