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Financial Services Professional
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Financial Services Professional
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Leicester, Leicester, United Kingdom Blusource Professional Services Ltd Full timeAccountancy Practice Seeks Experienced ProfessionalWe are a leading accountancy practice in Leicester seeking a skilled and ambitious professional to join our team as an Accounts and Tax Semi-Senior or Senior level professional.The successful candidate will work closely with clients, providing support on management accounts and year-end accounts, as well as...
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Financial Services Manager
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Financial Services Manager
1 month ago
Leicester, Leicester, United Kingdom Blusource Professional Services Ltd Full timeJob Title: Accountant - Client DirectorWe are seeking a highly skilled and experienced Accountant to join our team as a Client Director at our Leicester office. As a key member of our team, you will be responsible for managing a portfolio of clients, providing expert advice and support, and driving business growth.Key Responsibilities:Manage a portfolio of...
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Financial Services Manager
1 month ago
Leicester, Leicester, United Kingdom Blusource Professional Services Ltd Full timeJob Title: Accountant - Client DirectorWe are seeking a highly skilled and experienced Accountant to join our team as a Client Director at our Leicester office. As a key member of our team, you will be responsible for managing a portfolio of clients, providing expert advice and support, and driving business growth.Key Responsibilities:Manage a portfolio of...
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Financial Services Manager
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Financial Services Manager
3 weeks ago
Leicester, Leicester, United Kingdom Blusource Professional Services Ltd Full timeJob Title: Accountant - Client DirectorWe are seeking a highly skilled and experienced Accountant to join our team as a Client Director at our Leicester office. As a key member of our team, you will be responsible for managing a portfolio of clients, providing expert advice and support, and driving business growth.Key Responsibilities:Manage a portfolio of...
Financial Services Professional
2 months ago
Job Title: Adviser
Location: Leicester
Job Type: Full-time
Job Description:
We are seeking a highly skilled and experienced Financial Advisor to join our team at St. James's Place. As a Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and objectives.
Key Responsibilities:
- Conduct thorough financial assessments of clients to understand their financial needs and goals
- Develop and implement personalized financial plans to help clients achieve their objectives
- Provide ongoing financial advice and guidance to clients, including investment and retirement planning
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met
- Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations
Requirements:
- Level 4 Diploma in Regulated Financial Planning or equivalent diploma
- Proven experience in financial services, with a strong track record of providing expert financial advice
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data
- Ability to work independently and as part of a team, with a flexible and adaptable approach
What We Offer:
- Bespoke support and training to help you develop your skills and knowledge
- A comprehensive benefits package, including a competitive salary and bonus scheme
- The opportunity to work with a leading financial services company, with a strong reputation for excellence and customer service
- A collaborative and supportive work environment, with opportunities for career development and progression
