Financial Consultant
4 weeks ago
This role presents an opportunity to work with a reputable Chartered business, leveraging existing clients to drive growth and success.
With a portfolio of circa £20m AuM, the successful candidate will focus on servicing, retaining, and expanding this client base.
The business operates with a strong client-centric approach, often managing client holdings of £500,000+ and fostering long-term relationships.
Key Responsibilities
- Develop and implement strategies to grow and retain existing client relationships.
- Collaborate with the team to identify new business opportunities and drive revenue growth.
- Provide exceptional client service, ensuring high levels of satisfaction and loyalty.
Requirements
- Proven experience in financial services, with a strong track record of client relationship management.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
Working for Premier Jobs UK Limited
We are committed to providing a supportive and inclusive work environment, where our employees can thrive and reach their full potential.
Our team is dedicated to delivering exceptional results, and we are passionate about making a positive impact in the communities we serve.
-
Financial Consultant
4 weeks ago
Bristol, Bristol, United Kingdom Sellick Partnership Full timeFinancial Consultant OpportunityWe are seeking an experienced Financial Consultant to join our team on an interim basis for a period of twelve months. The successful candidate will be responsible for reviewing financial data and providing expert financial advice to our clients.Key Responsibilities:Reviewing financial data and modelling output relating to...
-
Financial Consultant
4 weeks ago
Bristol, Bristol, United Kingdom Sellick Partnership Full timeFinancial Consultant OpportunityWe are seeking an experienced Financial Consultant to join our team on an interim basis for a period of twelve months. The successful candidate will be responsible for reviewing financial data and providing expert financial advice to our clients.Key Responsibilities:Reviewing financial data and modelling output relating to...
-
Senior Financial Consultant
3 weeks ago
Bristol, Bristol, United Kingdom Sellick Partnership Full timeFinancial Consultant RoleJob Summary: We are seeking an experienced Financial Consultant to join our team on an interim basis for a period of twelve months. The ideal candidate will have a strong background in auditing and financial management, with excellent stakeholder management and communication skills.Key Responsibilities:Review and analyze financial...
-
Senior Financial Consultant
3 weeks ago
Bristol, Bristol, United Kingdom Sellick Partnership Full timeFinancial Consultant RoleJob Summary: We are seeking an experienced Financial Consultant to join our team on an interim basis for a period of twelve months. The ideal candidate will have a strong background in auditing and financial management, with excellent stakeholder management and communication skills.Key Responsibilities:Review and analyze financial...
-
Senior Financial Consultant
4 weeks ago
Bristol, Bristol, United Kingdom Sellick Partnership Full timeFinancial Consultant RoleJob Summary: We are seeking an experienced Financial Consultant to join our team on an interim basis for a period of twelve months. The ideal candidate will have a strong background in auditing and financial management, with excellent stakeholder management and communication skills.Key Responsibilities:Review and analyze financial...
-
Senior Financial Consultant
4 weeks ago
Bristol, Bristol, United Kingdom Sellick Partnership Full timeFinancial Consultant RoleJob Summary: We are seeking an experienced Financial Consultant to join our team on an interim basis for a period of twelve months. The ideal candidate will have a strong background in auditing and financial management, with excellent stakeholder management and communication skills.Key Responsibilities:Review and analyze financial...
-
Senior Financial Consultant
2 weeks ago
Bristol, Bristol, United Kingdom Sellick Partnership Full timeJob Summary:We are seeking an experienced Senior Financial Consultant to join our team at Sellick Partnership. As a Senior Financial Consultant, you will be responsible for reviewing financial data, providing expert financial advice, and engaging with stakeholders to ensure the financial viability and sustainability of our clients.Key...
-
Senior Financial Consultant
1 week ago
Bristol, Bristol, United Kingdom Sellick Partnership Full timeJob Title: Senior Financial ConsultantJob Type: InterimLocation: Remote WorkingDuration: 12 months minimumDay Rate: £66,952We are seeking an experienced Financial Consultant to join our team on an interim basis for a period of twelve months. The successful candidate will be responsible for aiding the delivery of and advising on significant savings through...
-
Senior Financial Consultant
1 week ago
Bristol, Bristol, United Kingdom Sellick Partnership Full timeJob Title: Senior Financial ConsultantJob Description:Our client, a regulatory body, is seeking an experienced Senior Financial Consultant to join their team on an interim basis for a period of twelve months. The ideal candidate will have a strong background in auditing and financial management, with excellent stakeholder management and communication...
-
Financial Sales Consultant
1 month ago
Bristol, Bristol, United Kingdom deVere Group Full timeUnlock Your Career Potential in Central EuropeAre you a motivated and ambitious individual looking to take your career to the next level? Do you have a passion for finance and a desire to work with high net worth clients?We are seeking a highly skilled and experienced Financial Sales Consultant to join our team in Budapest, one of the most vibrant and...
-
Financial Sales Consultant
1 month ago
Bristol, Bristol, United Kingdom deVere Group Full timeUnlock Your Career Potential in Central EuropeAre you a motivated and ambitious individual looking to take your career to the next level? Do you have a passion for finance and a desire to work with high net worth clients?We are seeking a highly skilled and experienced Financial Sales Consultant to join our team in Budapest, one of the most vibrant and...
-
Senior Financial Consultant
7 days ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleAs a Senior Financial Consultant at Premier Jobs UK Limited, you will be responsible for servicing, retaining, and growing a portfolio of clients with assets under management of circa £20m.You will leverage your expertise to provide tailored financial solutions, ensuring the continued growth and success of our clients' wealth.Key...
-
Senior Financial Consultant
2 weeks ago
Bristol, Bristol, United Kingdom Cardinal Recruitment Full time £80,000 - £100,000Job Title: Senior Financial ConsultantJob Summary: We are seeking a highly motivated and experienced Financial Adviser to join our team in Central & Sth Bristol areas. As a Financial Adviser, you will be responsible for achieving regular sales of new business to attain individual and company sales objectives while providing ongoing quality customer...
-
Financial Consultant
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis role presents an opportunity to work with a reputable Chartered business, leveraging existing clients to drive growth and success.With a portfolio of circa £20m AuM, the successful candidate will focus on servicing, retaining, and expanding this client base.The business operates with an average client holding of £500,000+, offering a...
-
Financial Consultant
4 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis role presents an opportunity to work with a reputable Chartered business, leveraging existing clients to drive growth and success.With a portfolio of circa £20m AuM, the successful candidate will focus on servicing, retaining, and expanding this client base.The business operates with an average client holding of £500,000+, offering a...
-
Financial Services Consultant
2 months ago
Bristol, Bristol, United Kingdom CleverHR Full timeAbout CleverHRCleverHR is a well-established and respected Financial Services firm that offers a range of financial products and services to individuals and families across the UK.Job SummaryWe are seeking a highly motivated and enthusiastic Financial Adviser to join our team. As a Financial Adviser, you will play a key role in helping our customers achieve...
-
Financial Services Consultant
2 months ago
Bristol, Bristol, United Kingdom CleverHR Full timeAbout CleverHRCleverHR is a well-established and respected Financial Services firm that offers a range of financial products and services to individuals and families across the UK.Job SummaryWe are seeking a highly motivated and enthusiastic Financial Adviser to join our team. As a Financial Adviser, you will play a key role in helping our customers achieve...
-
Financial Planning Trainee
4 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Full timeTrainee Financial Adviser OpportunityWe are partnering with a dynamic financial planning firm to find a talented individual to join their team as a Trainee Financial Adviser.This role offers a unique chance to work closely with senior staff members, gaining a deep understanding of the financial planning process and developing skills to help clients achieve...
-
Financial Planning Trainee
4 weeks ago
Bristol, Bristol, United Kingdom IDEX Consulting Full timeTrainee Financial Adviser OpportunityWe are partnering with a dynamic financial planning firm to find a talented individual to join their team as a Trainee Financial Adviser.This role offers a unique chance to work closely with senior staff members, gaining a deep understanding of the financial planning process and developing skills to help clients achieve...
-
Senior Financial Consultant
1 week ago
Bristol, Bristol, United Kingdom Premier Jobs UK Full timeWe are seeking a highly skilled Financial Advisor to join our team at Premier Jobs UK. As a key member of our team, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver high-quality financial advice to clients, either in-person or virtually using...