Financial Advisor
1 month 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 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 providing comprehensive financial planning services to your established portfolio of clients. You will be responsible for assessing clients' financial situations, understanding their needs, and developing personalised financial plans to help them achieve their financial objectives. Your main objective will be to provide expert advice, guidance, and recommendations to our clients, ensuring they make informed decisions regarding their finances. Responsibilities: * 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. Skills/Experience * 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 #J-18808-Ljbffr-
Financial Advisor
1 month ago
Witney, United Kingdom The Burford Recruitment Company Ltd Full timeHybrid role, 1 day per week in the office * Competitive 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...
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Financial Advisor
1 month ago
Witney, United Kingdom The Burford Recruitment Company Ltd Full timeHybrid role, 1 day per week in the office * Competitive bonus scheme * Opportunity to have input into to future of the business * Small, collaborative teamAn 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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Independent Financial Advisor
2 weeks ago
Witney, United Kingdom The Burford Recruitment Company Full timeAn 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 providing comprehensive financial planning services to your established portfolio of clients. You will be responsible for assessing clients' financial...
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Customer Training Support Advisor
2 weeks ago
Witney, Oxfordshire, United Kingdom Workingmums Full timeCustomer Service Advisor Permanent - 37 hours per week, Monday to Friday 8:45am-5:00pm We are currently seeking a dedicated and enthusiastic Customer Service Advisor to join our team. As a Customer Service Advisor at Publica, you will play a pivotal role in providing exceptional customer support and maintaining strong relationships with our...
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Customer Service Advisor
2 weeks ago
Witney, United Kingdom Global CTS Recruitment Full time**Customer Service Advisor, Witney, permanent - hybrid working** **£22,000-£28,000** **Why Apply?** - Modern office working environment - Free and on-site parking - Hybrid working - 25 days holiday - Opportunities for progression - Training - Support environment You will be joining a team that puts customers at the heart of everything they do. It’s...
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Head of Financial Control and Reporting
1 month ago
Witney, United Kingdom Wade Macdonald Full time**Head of Financial Control and Reporting - Witney - £85,000 - Hybrid working** **The Company** The role of Financial Reporting and Control is newly created and will be heavily involved with process improvement, transformation and integration within this impressive and when known Company. The position will be integral to the next stage of growth within...
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Trainee Mortgage Advisor
1 week ago
Witney, United Kingdom Connells Full timeTrainee Mortgage Advisor 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...
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Head of Financial Accounting
6 days ago
Witney, United Kingdom A-Plan Insurance Full time**Head of Financial Accounting & Control Up to £80,000 Witney, Oxfordshire - Hybrid working arrangements** **The Role**: We are actively looking for a Head of Financial Accounting & Control to join our growing Finance Team. Reporting to the Finance Director, the purpose of this role is to provide robust financial control to the business at an exciting...
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Financial Advisor
2 weeks 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
4 weeks 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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HR Advisor
3 days ago
Witney, United Kingdom Cottsway Full time**About Us** Cottsway formed in 2001 and we provide over 5,300 homes for rent and shared ownership for over 12,000 customers. Our homes are based in West Oxfordshire, Gloucestershire, Wiltshire and Worcestershire, and range from flats and bungalows to family homes. We have some of the strongest financial and governance ratings in the sector and we are...
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Customer Service Advisor
7 days ago
Witney, United Kingdom Sainsburys Full time**Customer Service Advisor - Travel Money** - 230001DA) Help our customers holidays get off to a fantastic start, as one of our trusted Travel Money Advisors. Offering great service in one of our in-store Travel Money bureaus, you’ll be part of our all new Winning Team - where you can really be the difference. You’ll be the face of Travel Money for...
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Customer Service Advisor
7 days ago
Witney, United Kingdom cottsway Full time**About Us** Cottsway formed in 2001 and we provide over 5,100 homes for rent and shared ownership for over 11,000 customers. Our homes are based in West Oxfordshire, Gloucestershire, Wiltshire and Worcestershire, and range from flats and bungalows to family homes. We have some of the strongest financial and governance ratings in the sector and we are...
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Trainee Mortgage Advisor's
1 week 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
6 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
7 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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Financial Advisor
6 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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Sales and Customer Service Advisor
1 week 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
1 week 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
7 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...