Financial Advisor
4 weeks ago
Hybrid role, 1 day per week in the office
- Competitive bonus scheme
- Opportunity to have input into to future of the business
- Small, collaborative team
- Conduct in-depth financial reviews for clients, analysing their financial status, goals, risk tolerance, and current financial performance.
- Develop customised financial plans based on clients' individual needs and goals
- Stay up-to-date with market trends, investment products, and financial regulations to provide the most relevant and accurate advice to clients.
- Monitor clients' financial plans regularly and make necessary adjustments to ensure they remain aligned with clients' changing life circumstances and financial goals.
- Develop and maintain strong, long-term client relationships built on trust, integrity, and professionalism.
- Proactively identify opportunities to expand client relationships and grow the firm's client base through referrals and networking.
- A proven track record as a Financial Adviser, ideally within an independent financial planning firm.
- Hold a Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification.
- Strong analytical skills with the ability to assess clients' financial situations and develop suitable financial plans.
- Exceptional communication skills, with the ability to explain complex financial concepts in simple terms.
- Proven ability to build and maintain strong, trust-based relationships with clients.
- High level of integrity, professionalism, and ethical conduct
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Financial Advisor
7 days ago
West Oxfordshire, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeHybrid role, 1 day per week in the office Competitive bonus schemeOpportunity to have input into to future of the businessSmall, collaborative team An independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Financial Adviser to join their team. As a Financial Adviser, you will play a pivotal role in...
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Financial Advisor
3 days ago
West Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full timeHybrid role, 1 day per week in the officeCompetitive bonus scheme Opportunity to have input into to future of the business Small, collaborative team An independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Financial Adviser to join their team.As a Financial Adviser, you will play a pivotal role in...
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Trainee Mortgage Advisor's
5 days ago
Oxfordshire, United Kingdom Connells Full time €35,000 - €40,000Have you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? If this describes you then we are currently recruiting for qualified Mortgage Advisor to join our Estate Agency team. We pride ourselves on our...
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Trainee Mortgage Advisor's
3 days ago
Oxfordshire, United Kingdom Connells Full time €35,000 - €40,000Job Description Have you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? If this describes you then we are currently recruiting for qualified Mortgage Advisor to join our Estate Agency team. We pride...
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Trainee Mortgage Advisor's
4 days ago
Oxfordshire, United Kingdom Connells Full time €35,000 - €40,000Have you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? If this describes you then we are currently recruiting for qualified Mortgage Advisor to join our Estate Agency team. We pride ourselves on our...
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Trainee Mortgage Advisor
4 days ago
Oxfordshire, United Kingdom Connells Full timeHave you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor?Make sure to apply with all the requested information, as laid out in the job overview below.Do you want a transparent progression structure with real...
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Trainee Mortgage Advisor
4 days ago
Oxfordshire, United Kingdom Connells Full timeHave you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor?Do you want a transparent progression structure with real monetary value?If this describes you then we are currently recruiting for qualified Mortgage...
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Trainee Mortgage Advisor
5 days ago
Oxfordshire, United Kingdom Connells Full time €35,000 - €40,000Have you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? Do you want a transparent progression structure with real monetary value? If this describes you then we are currently recruiting for qualified...
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Trainee Mortgage Advisor
3 days ago
Oxfordshire, United Kingdom Connells Full time €35,000 - €40,000Job Description Have you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? Do you want a transparent progression structure with real monetary value? If this describes you then we are currently recruiting for...
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Trainee Mortgage Advisor
5 days ago
Oxfordshire, United Kingdom Connells Full timeHave you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor?Make sure to apply with all the requested information, as laid out in the job overview below.Do you want a transparent progression structure with real...
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Trainee Mortgage Advisor
4 days ago
Oxfordshire, United Kingdom Connells Full timeHave you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor?Do you want a transparent progression structure with real monetary value?If this describes you then we are currently recruiting for qualified Mortgage...
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Trainee Mortgage Advisor
4 days ago
Oxfordshire, United Kingdom Connells Full timeHave you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? Do you want a transparent progression structure with real monetary value? If this describes you then we are currently recruiting for qualified Mortgage...
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Trainee Mortgage Advisor
4 days ago
Oxfordshire, United Kingdom Connells Full time €35,000 - €40,000Have you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor? Do you want a transparent progression structure with real monetary value? If this describes you then we are currently recruiting for qualified...
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Trainee Mortgage Advisor
4 days ago
Oxfordshire, United Kingdom Connells Full timeHave you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor?Do you want a transparent progression structure with real monetary value?If this describes you then we are currently recruiting for qualified Mortgage...
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Independent Financial Advisor
1 day ago
West Sussex, United Kingdom Placing Faces Full time**Title: Independent Financial Advisor** **Salary: OTE £80-£90k** **Location: West Sussex** Our client is a well-established financial advice firm, providing wealth planning and investment management services to both personal and corporate clients. The company has seen excellent growth, with offices in Blackburn and West Sussex currently, witha new...
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Hybrid Occupational Health Advisor
2 weeks ago
Oxfordshire, United Kingdom ExamWorks UK Full timeContinuous training and development with support given by our expert team Pension that allows you to choose how much you put away for your retirement Employee referral programme - £250 for every employee you refer Free parking Amazing social events, festivals and parties, team nights in or out Flexible approach to home working where your role allows Relaxed...
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Financial Advisor
4 weeks ago
Dudley, West Midlands, United Kingdom Hoxton Capital Management Full timeOverview: We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division. Responsibilities: Conduct...
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Sales and Customer Service Advisor
5 days ago
Thame, Oxfordshire, United Kingdom Cameo Consultancy (Recruitment) Limited Full time €27,000We are looking for an individual with outstanding sales, customer service and administration skills to join this award winning small dedicated team where you will be fully supported and trained. This is a dual role with 80% sales and customer service predominately a telephone based position where you will be ensuring customers are offered a first class...
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Sales and Customer Service Advisor
5 days ago
Thame, Oxfordshire, United Kingdom Cameo Consultancy (Recruitment) Limited Full time €27,000We are looking for an individual with outstanding sales, customer service and administration skills to join this award winning small dedicated team where you will be fully supported and trained. This is a dual role with 80% sales and customer service predominately a telephone based position where you will be ensuring customers are offered a first class...
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Sales And Customer Service Advisor
4 days ago
Thame, Oxfordshire, United Kingdom Cameo Consultancy Full time €27,000We are looking for an individual with outstanding sales, customer service and administration skills to join this award winning small dedicated team where you will be fully supported and trained. This is a dual role with 80% sales and customer service predominately a telephone based position where you will be ensuring customers are offered a first class...