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Insurance / Financial Services - Para Planning Jobs in Exeter
Find Insurance / Financial Services - Para Planning jobs in Exeter from top employers and recruitment agencies on Jobsite. Search and apply now.
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Paraplanner / Compliance Officer
- Salary:
- £26k - £28k DOE
- Location:
- Exeter
- Job Type:
- Permanent
- Date Posted:
- 04-Jul-2008 18:54Add to My Shortlist
We are currently searching for an experienced Financial Services professional to join a friendly local IFA firm. This is an excellent opportunity for an individual looking to progress their career in the industry whilst also benefiting from the great working environment that a small independent can offer. The Paraplanning aspect of the role will include supporting one IFA and you...
Para Planner/ Compliance Support
- Salary:
- Undisclosed
- Location:
- Exeter
- Job Type:
- Permanent
- Date Posted:
- 02-Jul-2008 17:22Add to My Shortlist
Paraplanner/Compliance Support A highly reputable and successful Exeter IFA with a well-established portfolio of clients. In this role, you will be expected to undertake day to day administration including reviewing client files and portfolios, switching funds and producing reports. You will also be talking to clients about their investments, taking instructions and identifying opportunities to expand their portfolio. The other...
Senior Financial Administrator
- Salary:
- Depending on experience
- Location:
- Exeter
- Job Type:
- Permanent
- Date Posted:
- 03-Jul-2008 08:57Add to My Shortlist
A highly reputable and successful Exeter IFA with a well-established portfolio of clients. Due to a recent reshuffle, this small and expanding firm is seeking comprehensive and technical administrative support to the IFA, Consultant, Paraplanner and Office Manager. You will be a competent Financial Administrator possessing 2-5 years experience supporting an IFA or similar. Experience with 1st Software essential. You...
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