Financial Adviser

1 month ago


Southampton, United Kingdom Ortus PSR Full time

**You will be out on the road with the head office in Birmingham (this is not an office-based role)**

**Remunerations: Basic salary: £50,000 - £80,000 + Bonus is activated at 2.5
- validation**

You will be responsible for providing advice to staff working for the NHS. The role involves meeting clients, delivering seminars and presentations to a range of professionals within the medical sphere, conducting comprehensive fact finds, and presentingthe most appropriate financial advice for your clients.

Liaising with the Technical Manager you will be running pre-paid for seminars to provide a range of staff inducing Clerical, Doctors and Directors specific NHS Financial Advice on their pensions.

The team is very friendly and outgoing, they work in a goal-oriented environment. They are developing a new revenue stream and will need an experienced Adviser to help deal with the influx of enquiries from this as well. They are able to provide an opportunityfor you to get involved in the strategyoperational side of the business

**To be considered**:
This role specialises within our specialist Medical division working closely with staff at all levels across the NHS.

Your clients will be medical professionals who are looking to plan in order to secure their financial futures and who will benefit from your expert advice

Provide holistic financial planning advise

**Skills**:
Undertake regular fact-finding, presentations, and service review meetings with clients

Maintain and ensure client information is kept up-to-date

Previous experience of advising medical staff is essential

Strive to recognise new business opportunities

Follow up on all inquiries in a timely manner

Diploma Qualified

Always put your clients first


  • Financial Adviser

    1 month ago


    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...

  • Financial Advisor

    1 week ago


    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    3 weeks ago


    Southampton, United Kingdom Quilter Financial Planning Full time

    Job Description** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated...

  • Financial Advisor

    1 month ago


    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    2 weeks ago


    Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **Submit your CV and any additional required information after you have read this description by clicking on the application button.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will...

  • Financial Advisor

    2 months ago


    Southampton, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    1 month ago


    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 month ago


    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding...

  • Financial Advisor

    1 month ago


    City Of Southampton, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold Level 4 Diploma in UK financial advice **If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    1 month ago


    Southampton, United Kingdom OB1Financial Full time

    **Position**: Financial Adviser **Location**:Whiteley Office near Southampton - Everyday attendance not required **Salary**:£50,000 -£60,000 OTE circa £80,000 **Benefits**: - Hybrid Working - Full Administration & Paraplanning Support - Pension - Access to existing clients **About Our Client**: Our are one of Openwork’s largest firms, growing...


  • Southampton, United Kingdom John Charcol Full time

    **Job Title**: Enquiry Support Adviser (Maternity Cover) **Location**:Hybrid working - Training will take place at the Southampton office. **Salary**:£24,000per annum + bonus **Contract**: 12 months Fixed Term Contract, Full time, Monday to Friday, maternity cover. **Main Purpose**: Reporting directly to the Sales Manager, the main purpose of this role...


  • Southampton, Southampton, United Kingdom CMME Mortgages and Protection Limited Full time

    Highest Payaway Rate for Self-Employed Financial Advisers A rapidly expanding wealth management and financial advice firm is seeking to hire several financial advisers on a self-employed basis, offering highly competitive payaway rates. This initiative aims to manage and expand our existing client base. Currently, we have over 2,000 clients who are not...


  • Southampton, United Kingdom eFinancialCareers Full time

    Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly...


  • Southampton, United Kingdom Aztec Full time

    With a track record of continued organic growth, we are now preparing the business for the next stage of transformation. This role will play a crucial role in financial reporting and will be responsible for overseeing the accounting and finance department, ensuring the accuracy of financial data, regulatory compliance and the provision of accurate financial...

  • Accounts Manager

    1 month ago


    Southampton, United Kingdom Evelyn Partners Full time

    Job DescriptionJob purposeAccurate processing of clients’ financial data and the preparation of annual financial accounts and associated outputs therefrom within the timeframe agreed with the client or required by statute. Liaising with the audit team to ensure that financial statements are prepared to a high standard and on a timely basis to allow audit...

  • Accounts Manager

    3 days ago


    Southampton, United Kingdom Evelyn Partners Group Full time

    Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an...


  • Southampton, United Kingdom RSM Full time

    Accounting and Financial Reporting Manager We are searching for a Accounting and Financial Reporting Manager. Consulting brings together multiple teams across Transactions, Risk & Consulting, ABA, and Outsourcing to provide client-centric solutions for RSM’s current and future clients within the middle market. Our Consulting team has a major role to...

  • Ifa Administrator

    1 month ago


    Southampton, United Kingdom Ortus PSR Full time

    Are you passionate about helping people? A leading IFA firm is looking to take on professionals who have experience in the Financial Services industry in their Administration team. Your role will be to assist Financial Advisers in ensuring a seamless client experience. Join this forward-thinking company as a Financial Adviser Support Specialist and make a...


  • Southampton, United Kingdom Brook Street Full time

    **Servicing Support Agent** - Financial Services Industry_ - _ - Salary to be discussed at shortlisting_ - Southampton_ - Are you an expert problem solver?_ - Do you communicate well and understand how to make a customer's experience memorable?_ - Do you have strong organisation skills and the ability to prioritise your workload?_ We are working with an...


  • Southampton, United Kingdom BDO LLP Full time

    Financial Reporting Assistant Manager page is loaded Financial Reporting Assistant Manager Apply locations Southampton time type Full time posted on Posted 3 Days Ago job requisition id R15124 Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate...