Advisory Services Specialist

7 days ago


Ottery St Mary, Devon, United Kingdom Cathedral Appointments Ltd Full time

A Trainee Financial Advisor is sought by Cathedral Appointments Ltd, an independent Financial Advisory firm, to join their team in Exeter. This role involves serving as the first point of contact for clients, managing client communications, and coordinating financial planning services.

Responsibilities include assisting in preparing for client meetings, analysing financial data, and helping clients with retirement planning, investment strategies, and risk management. The successful candidate will stay updated on financial regulations, engage in continuous professional development, and participate in firm-wide projects to enhance service delivery.

Benefits include a competitive salary, study support, hybrid / flexible working, and a range of other perks such as a discretionary health cash plan, life assurance scheme, and employee assistance programme.



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