Financial Adviser

One of the UKs most successful Financial Planning & Investment Management organisations are seeking to recruit an additional Financial Planner to join their Cardiff based team. The organisation is seeking to recruit a 'desk based' Financial Adviser, the role will be focussed on servicing the companies existing clients mainly remote via video & telephone....

Are you a Financial Adviser looking for a new role? Are you already or looking to step into the Self employed world? A world where you leads are provided We are recruiting for an experienced Financial Adviser based in or around the area of Cardiff to join an established business, ready to hit the ground running with fully qualified leads ready for you to...

Are you a Financial Adviser looking for a new role? Are you already or looking to step into the Self employed world? A world where you leads are provided We are recruiting for an experienced Financial Adviser based in or around the area of Cardiff to join an established business, ready to hit the ground running with fully qualified leads ready for you to...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and...

A successful independent financial planning practice based on the outskirts of Cardiff are looking to recruit an experienced and motivated Financial Adviser to join their team. This is a fantastic opportunity for a driven individual to take on a full client bank. Key Responsibilities: - Provide holistic advice to the existing client bank, focusing on a...

**Company description** We are an independent, whole of market Chartered Financial advice firm. We pride ourselves on long term relationships and client retention. The business has a fantastic reputation and have grown from client referrals and introducers. A fantastic and exciting opportunity to join a well-established practice with an existing client...

**Background** Hugh James Independent Financial Advisers are a department within Hugh James Solicitors. The clients that they work with include HNW, business owners, individual private clients, charities, trusts and Deputies. You will inherit a client bank and have access to regular leads from various internal and external sources, as well as building long...

Job DescriptionThis role reports into the Group Head of Financial Crime and will be responsible for driving all aspects of the organisation's efforts to prevent and detect financial crime, such as money laundering, terrorist financing, sanctions, bribery and fraud. You will also develop and implement enhancements to policies, procedures, and controls to...

Trainee Financial Planner **Salary**: £22,000- £26,000 Location: Penarth Duration: Full time, Permanent Are you a recent graduate seeking a rewarding and challenging role in financial planning? We are a small, established financial advisory firm seeking a graduate trainee financial planner to assist in delivering our high-quality service and treating...

**Responsibilities**: - Assist financial advisers and paraplanners with administrative tasks. - Collaborate with the team to optimise internal efficiency and enhance the overall client experience. **Requirements**: - Initiative, dynamism, and a strong work ethic are essential traits. - Dedication and self-motivation are key, as the business operates on a...

**Are you an experienced accountant looking for a new challenge or to join a dynamic team and make a positive impact?**This is a fantastic opportunity to join a dynamic and growing financial services group that is at the forefront of technological innovation and the future of financial advice. ValidPath is an FCA-regulated IFA Network operating since 2002...

Have you been working in administration in Financial Services and are looking to make your next move? I am currently working with an excellent Independent Financial Planning company in Central Cardiff who are looking for a Personal Assistant to join their team! The role is to provide high quality support to one of the Directors and one of the Advisers,...

An excellent opportunity for an individual looking to join an Independent Financial Advisory Network as a Technical Support Manager The firm has been operating as an FCA-regulated IFA Network since 2002. They have over 20 years experience supporting hundreds of Independent Financial Advisers and thousands of clients across the UK. The firm are looking for...

Job Vacancies - Accountancy Recruitment Wales, Cardiff, Newport, Swansea ~Client Services Candidate Services Finance Manager Permanent Notes: Our client is looking for an experienced Finance Manager to take on a broad top-to-bottom accounting and commercialmanagement role and advise on scaling a small business. This role would suit a driven candidate...

**Position Overview**: As a Finance Controls Specialist, you will be responsible for leading my clients UK SOX compliance across the organisation while ensuring that they uphold high governance standards. Your role will involve raising awareness of the Internal Control Framework (ICF), conducting operational and financial reviews/audits, providing expert...

Position Overview: As a Finance Controls Specialist, you will be responsible for leading my clients UK SOX compliance across the organisation while ensuring that they uphold high governance standards. Your role will involve raising awareness of the Internal Control Framework (ICF), conducting operational and financial reviews/audits, providing expert...

Position Overview: As a Finance Controls Specialist, you will be responsible for leading my clients UK SOX compliance across the organisation while ensuring that they uphold high governance standards. Your role will involve raising awareness of the Internal Control Framework (ICF), conducting operational and financial reviews/audits, providing expert...

Position Overview: As a Finance Controls Specialist, you will be responsible for leading my clients UK SOX compliance across the organisation while ensuring that they uphold high governance standards. Your role will involve raising awareness of the Internal Control Framework (ICF), conducting operational and financial reviews/audits, providing expert...

Position Overview: As a Finance Controls Specialist, you will be responsible for leading my clients UK SOX compliance across the organisation while ensuring that they uphold high governance standards. Your role will involve raising awareness of the Internal Control Framework (ICF), conducting operational and financial reviews/audits, providing expert...

Job DescriptionWe are hiring an Agency Appointments Analyst to join our team.The purpose of the role is to be responsible for reviewing all directly authorised firms and directors, for all Intermediary Sales Channels by conducting annual due diligence checks and review of existing screening data held, whilst adhering to FCA regulations and internal...