Financial Services Professional
5 days ago
We are seeking an experienced Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing financial planning advice to clients, utilizing your expertise to design strategies that meet their objectives.
Key Responsibilities:- Deliver financial planning advice to clients through a combination of in-person meetings, virtual sessions, and phone calls.
- Build and maintain relationships with existing clients, identifying opportunities to increase business and expand the client base.
- Develop and implement proactive strategies to attract new business, including referrals, networking, and social media utilization.
- Collaborate with the support team to ensure seamless delivery of services, including research, report writing, and client investment management reviews.
- Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Proven track record of converting business opportunities and a strong understanding of financial planning principles.
- Chartered status or close to achieving it is highly desirable.
- Competitive salary of £40,000 - £75,000, depending on experience and qualifications.
- Holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
- Home-based role with travel to meet clients in person and use of regional offices if preferred.
- Self-employed option available for those who prefer.
Newbury
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Financial Services Professional
3 weeks ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityAre you a skilled Financial Advisor seeking a new challenge? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides existing clients to take on, allowing you to focus on delivering exceptional...
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Financial Services Professional
3 weeks ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityAre you a skilled Financial Advisor seeking a new challenge? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides existing clients to take on, allowing you to focus on delivering exceptional...
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Financial Services Professional
1 month ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor Opportunity **About the Role** We are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients, helping them achieve their financial goals. **Key Responsibilities** * Provide financial advice and guidance...
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Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityWe are seeking an experienced Financial Advisor to join our team on a employed basis, working from home with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business...
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Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityWe are seeking an experienced Financial Advisor to join our team on a employed basis, working from home with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business...
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Financial Services Professional
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Financial Services Professional
4 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.About the RoleThis is a unique opportunity to work as a Financial Advisor...
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Financial Services Professional
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Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Newbury. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a mixture of...
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Financial Services Professional
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Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Newbury. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a mixture of...
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Financial Services Professional
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Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a...
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Financial Services Professional
1 week ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team on a home-based basis. As a Financial Advisor, you will be responsible for providing expert financial planning advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a...
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Financial Services Professional
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Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor Job OpportunityWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients...
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Financial Services Professional
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Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor Job OpportunityWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients...
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Financial Services Professional
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Newbury, West Berkshire, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Newbury. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.Key Responsibilities:Provide financial planning advice to clients and grow your own client bankService existing clients...
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Financial Services Professional
3 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Newbury. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.Key Responsibilities:Provide financial planning advice to clients and grow your own client bankService existing clients...
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Financial Operations Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Orka Financial Full timeFinancial Assistant RoleOrka Financial is partnering with a global business in Newbury to hire a skilled Finance Assistant who can effectively manage financial processes and contribute to the financial stability of the organisation.Key Responsibilities:Purchase Order Management: Raise purchase orders accurately in compliance with company policies and...
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Financial Operations Specialist
3 weeks ago
Newbury, West Berkshire, United Kingdom Orka Financial Full timeFinancial Assistant RoleOrka Financial is partnering with a global business in Newbury to hire a skilled Finance Assistant who can effectively manage financial processes and contribute to the financial stability of the organisation.Key Responsibilities:Purchase Order Management: Raise purchase orders accurately in compliance with company policies and...
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Financial Services Professional
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Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited.This is a unique opportunity to work with a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides quality leads and existing clients, allowing...
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Financial Services Professional
4 weeks ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited.This is a unique opportunity to work with a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides quality leads and existing clients, allowing...
