Financial Advisor
1 day ago
CleverHR is seeking a highly skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic wealth advice to new private clients and business owners, developing financial plans that meet their goals and aspirations.
Key Responsibilities- Develop and implement financial plans for clients, taking into account their financial goals and aspirations.
- Provide ongoing service and support to clients, ensuring they receive the highest level of financial advice.
- Contribute to the success of the business by developing the existing client bank, gaining referrals, and strengthening client relationships.
- Maintain a high profile for the firm in the local business and professional sectors through networking and other activities.
- Comply with legislative, financial, procedural, and quality requirements.
- Proven experience in a client-facing Wealth Management or Financial Planning role.
- Diploma qualified to Level 4 and ideally working towards Chartered status.
- Strong communication and presentation skills, with the ability to plan and prioritise workloads.
- Attention to detail and a high level of initiative and enthusiasm.
- Strong product, market, and technical knowledge, with IT literacy.
CleverHR is a leading provider of HR solutions, dedicated to helping businesses succeed. We are committed to delivering exceptional service and support to our clients, and we are seeking like-minded individuals to join our team.
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Group Financial Controller Position
2 weeks ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeJob Summary:We are seeking a highly skilled and experienced Group Financial Controller to join our team at a financial advisor company. As a Group Financial Controller, you will be responsible for leading and managing finance inputs into the evolving and increasing complexity of products, technology infrastructure, and expansion in the overseas market.Key...
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Group Financial Controller Position
2 weeks ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeJob Summary:We are seeking a highly skilled and experienced Group Financial Controller to join our team at a financial advisor company. As a Group Financial Controller, you will be responsible for leading and managing finance inputs into the evolving and increasing complexity of products, technology infrastructure, and expansion in the overseas market.Key...
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Financial Planning and Analysis Specialist
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Nottingham, Nottingham, United Kingdom financial-advisor Full timeJob Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...
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Financial Planning and Analysis Specialist
2 weeks ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeJob Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...
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Financial Accountant
3 days ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeFinancial Accountant Job DescriptionWe are seeking a highly skilled Financial Accountant to join our team on a contract basis. The successful candidate will be responsible for maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key Responsibilities:Maintain and support financial...
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Financial Accountant
3 days ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeFinancial Accountant Job DescriptionWe are seeking a highly skilled Financial Accountant to join our team on a contract basis. The successful candidate will be responsible for maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key Responsibilities:Maintain and support financial...
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Chartered Financial Advisor
18 hours ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full timeChartered Financial Advisor OpportunityWe are working with a top 100 financial planning firm to find a Chartered Financial Advisor to join their team. The firm is currently in a growth phase and values kindness, collaboration, and professionalism.This role will provide a client bank to maintain and grow, consisting of pension, IHT, trust, and offshore bond...
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Chartered Financial Advisor
15 hours ago
Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full timeChartered Financial Advisor OpportunityWe are working with a top 100 financial planning firm to find a Chartered Financial Advisor to join their team. The firm is currently in a growth phase and values kindness, collaboration, and professionalism.This role will provide a client bank to maintain and grow, consisting of pension, IHT, trust, and offshore bond...
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Financial Planner
3 days ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
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Financial Planner
3 days ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
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Financial Advisor
1 week ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team. With a strong focus on growth and development, this role offers a unique chance to build a rewarding career in financial advice.About the Role:Provide comprehensive financial...
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Financial Advisor
1 week ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team. With a strong focus on growth and development, this role offers a unique chance to build a rewarding career in financial advice.About the Role:Provide comprehensive financial...
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Financial Advisor
1 week ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team. With a strong focus on growth and development, this role offers a unique chance to build a rewarding career in financial advice.About the Role:Provide comprehensive financial...
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Financial Advisor
1 week ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team. With a strong focus on growth and development, this role offers a unique chance to build a rewarding career in financial advice.About the Role:Provide comprehensive financial...
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Financial Advisor
5 days ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team. With a strong focus on growth and development, this role offers a unique chance to build a rewarding career in financial advice.About the Role:Provide comprehensive financial...
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Financial Advisor
5 days ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team. With a strong focus on growth and development, this role offers a unique chance to build a successful career in financial advice.About the Role:Provide comprehensive financial...
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Financial Advisor
5 days ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team. With a strong focus on growth and development, this role offers a unique chance to build a successful career in financial advice.About the Role:Provide comprehensive financial...
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Financial Advisor
5 days ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team. With a strong focus on growth and development, this role offers a unique chance to build a rewarding career in financial advice.About the Role:Provide comprehensive financial...
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Financial Advisor
1 week ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team.The company is currently handling assets exceeding £600 million, with a goal to reach £1 billion in the next financial year.This is an excellent opportunity for a motivated...
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Financial Advisor
1 week ago
Nottingham, Nottingham, United Kingdom Express Recruitment Full timeFinancial Advisor OpportunityExpress Recruitment is proud to support our esteemed Wealth Management Firm in their search for a skilled Financial Advisor to join their dynamic team.The company is currently handling assets exceeding £600 million, with a goal to reach £1 billion in the next financial year.This is an excellent opportunity for a motivated...
