Financial Adviser
4 weeks ago
, ,
Financial Adviser (Qualified) - Cumbria - Artemis Recruitment ConsultantsFinancial Services
Cumbria
26/07/2023
Type of Position: Financial Adviser (Qualified) - Cumbria
Pay: £30k + Bonus
Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale.
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Requirements and skills
- Proven working experience as a Financial Adviser, Financial Planner or relevant experience
- Track record of successful financial guidance
- Ability to analyse market’s financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
- Degree in Finance or related field preferable
Please email your CV to josie@artemisrecruitment.co.uk to register your interest.
Apply for this job Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy . Recaptcha requires verification. I'm not a robot reCAPTCHA Privacy - Terms© Artemis Recruitment Consultants 2015-2023 - All Rights Reserved| Company Number: 9843254 Registered In England & Wales| Website by
#J-18808-Ljbffr-
Financial Adviser
4 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time, , Financial Adviser (Qualified) - Preston - Artemis Recruitment Consultants Financial Services Preston 26/07/2023 Type of Position: Financial Adviser (Qualified) - Preston Pay: £30k + Bonus Financial Adviser (Qualified) - Preston Our client is looking for a Financial Adviser to act as an intermediary between their company and customers....
-
Preston, Lancashire, United Kingdom Juniper Full timeJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We are committed to providing the training and support to help all our staff reach their full potential. 2 years’ experience working in an administrative role at a financial advice firm. ~ Someone with attention to detail and a passion for process,...
-
Preston, Lancashire, United Kingdom Juniper Full timeJuniper Wealth Management are a small financial planning firm who are looking to grow the team this year. We are committed to providing the training and support to help all our staff reach their full potential. 2 years’ experience working in an administrative role at a financial advice firm. ~ Someone with attention to detail and a passion for process,...
-
Consultant - Financial Policy
4 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - Cumbria - Artemis Recruitment Consultants Financial Services Financial Adviser (Qualified) - Cumbria Pay: £30k + Bonus Financial Adviser (Qualified) - Cumbria Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial...
-
Senior Independent Financial Adviser
3 weeks ago
Lancashire, United Kingdom Exchange Street Claims & Financial Services Full time**Just because you’re happy doesn’t mean you can’t be happier.** Most people who read job adverts are not desperate for a new job. People like you for example. You're happy enough. Well thought of. Well looked after. And what’s the harm in that? **This is a business where 8 planners are billing on average £475,000 per annum. They're working on...
-
Chorley, Lancashire, United Kingdom Page Personnel Sales Full timeTheir main headquarters is based near Chorley, which is a very busy office where you will support the financial advisers and the wider team. Providing an efficient and effective administration service Monitoring and chasing up applications and other transactions across various platforms and providers Previous experience working in an IFA or financial...
-
Junior Financial Director
3 days ago
Preston, Lancashire, United Kingdom Medlock Partners, incorporated Full timeSign in to save Financial Director at Medlock Partners . Divisional Director - Medlock Partners (Specialist in Senior Finance Appointments) Medlock Partners are delighted to be partnering our client, a successful Manufacturing division of a dynamic and highly acquisitive Group based in the Lancashire area as they look to appoint an experienced Finance...
-
HR Adviser
6 days ago
Preston, Lancashire, United Kingdom VolkerWessels UK Ltd Full timePart of the VolkerWessels UK Group, VolkerStevin is an industry-leading civil engineering business, providing complex and innovative engineering solutions across a wide range of sectors including maritime, flood risk management, defence, energy, water and regeneration. Collaborating with, and drawing on the specialist skills of the group's business units we...
-
Self Employed Financial Adviser, Chorley
4 weeks ago
Chorley, Lancashire, United Kingdom CleverHR Full timeSelf Employed Financial Adviser, Chorley (TB-1470) £ - £ with initial financial support / Paraplanning & Admin provided This is a well-established and successful business that delivers comprehensive and holistic advice to clients across Chorley. With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating...
-
Self Employed Financial Adviser, Burnley
4 weeks ago
Burnley, Lancashire, United Kingdom CleverHR Full timeSelf Employed Financial Adviser, Burnley (TB-1473) This is a well-established and successful business that delivers comprehensive and holistic advice to clients across Burnley. With a focus on developing and maintaining long-term, trusted relationships with their clients, demonstrating honesty, integrity, and excellence, to ensure that both private and...
-
Financial Director
1 week ago
Preston, Lancashire, United Kingdom Medlock Partners, incorporated Full timeSave this job with your existing LinkedIn profile, or create a new one. Save this job with your existing LinkedIn profile, or create a new one. Your job seeking activity is only visible to you. Email Welcome back Sign in to save Financial Director at Medlock Partners . This range is provided by Medlock Partners. Your actual pay will be based on...
-
Financial Director
1 week ago
Preston, Lancashire, United Kingdom Medlock Partners, incorporated Full timeSave this job with your existing LinkedIn profile, or create a new one. Save this job with your existing LinkedIn profile, or create a new one. Your job seeking activity is only visible to you. Email Welcome back Sign in to save Financial Director at Medlock Partners . This range is provided by Medlock Partners. Your actual pay will be based on...
-
Financial Planning Administrator
4 weeks ago
Lancashire, United Kingdom Page Personnel Finance Full timeThis is a Financial Planning Administrator role based in Burscough. We are partnering with an IFA business to support them in this recruitment process. This is a really good financial services opportunity for a driven individual, and this employer fully supports employees in their studies. **Client Details** This client is looking for someone who can...
-
Trainee Financial Planner
4 weeks ago
Lancashire, United Kingdom NJR Recruitment Full timeTrainee Financial Planner Location: Lancashire (Offce & Home Based) **Salary**: Ip to 35,000 + Car Allowance Our client are an ambitious, forward thinking and established firm of Financial Advisers. Due to a number of new client wins they are not looking to expanding their advising team and are looking to recruit a Trainee Financial...
-
Risk Co-ordinator
2 weeks ago
Preston, Lancashire, United Kingdom THC Recruitment Full timeSupporting the Head of Asset Management, this role assists in valuations, disposals, and portfolio analysis. Key objectives include aiding decision-making on collateral values, supporting asset disposal, and contributing to projects like portfolio revaluation and monthly reporting. This role offers significant growth potential, as the individual will...
-
Senior Financial Advisor
6 days ago
Preston, United Kingdom Lancashire Teaching Hospitals NHS Foundation Trust Full timeWould you like to work for a dynamic and forward thinking Finance Team? Would you like to join one of the handful or organisations in the NW to be FSD Level 3 accredited? Then this could be the role for you! The Finance Department at Lancashire Teaching Hospital NHS FT are FSD Level 3 accredited and have a fantastic culture of continuous improvement,...
-
Marine Data Adviser
1 day ago
Preston, Lancashire, United Kingdom BAE Systems (New) Full timeER Advisor – Workforce Change & Restructuring (12-14 month FTC) Location: Preston: We offer a range of hybrid and flexible working arrangements – please speak to your recruiter about the options for this particular role. Leading the WFC&R elements of the global HR system project, including process mapping and the related policy/process aspects ...
-
Temporary: Senior Finance Manager
2 weeks ago
Preston, Lancashire, United Kingdom Executive Connect LTD Full timeHead of Finance Responsible to: Vice Principal - Finance & Resources Provide effective management and leadership for the Finance Team. * Manage the functions of the finance office including accounts payable, accounts receivable, banking, online payments, general ledger, cash holdings and control accounts. * Maintain relationships with external...
-
Preston, Lancashire, United Kingdom Association of International Certified Professional Accountants Full timeA leading College of Further Education in Lancashire. An Interim Head of Finance role, reporting to the Director of Finance and Resources, and leading a team of staff. Providing effective management and leadership of the Finance Team. Managing accounts payable, accounts receivable, banking, online payments, general ledger, cash holdings and control...
-
Chorley, Lancashire, United Kingdom IDEX Consulting Ltd Full timeMy Client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley. Ensuring all business is recorded on relevant data bases and stored/scanned to systems in line with the company standards Assist the business as and when required in various tasks upon request,...