Financial Services Advisor
1 week ago
We are seeking a highly motivated and experienced Financial Services Advisor to join our team at Age Partnership. As a key member of our team, you will be responsible for providing exceptional equity release advice to our clients and promoting Age Partnership as the premier provider of quality advice in the field of equity release.
Key Responsibilities- Deliver high-quality equity release advice to clients, taking into account their individual objectives and circumstances.
- Provide comprehensive recommendation packs, including KFI's, and adhere to company best practice.
- Meet targets and KPI's, promoting Age Partnership as the UK's premier advisor in equity release.
- Adhere to documented processes and maintain accurate records in line with company requirements.
- Ensure competence to provide advice is maintained through a programme of Continuing Professional Development (CPD).
We are committed to delivering exceptional customer service and advice, and we expect our team members to embody our values of:
- Customer First: Be respectful, show awareness, and go above and beyond to exceed customer expectations.
- Raise the Bar: Embrace change, commit to development, and be proud and lead by example.
- Do the Right Thing: Be accountable, keep promises, and be courageous and honest.
- Win Together: Collaborate, share, appreciate others, and focus on solutions.
To be successful in this role, you will need:
- A minimum of 12 months experience in an advisory role within regulated financial services.
- Professional background accustomed to high standards of personal discipline and behaviour.
- Proven ability and experience in Financial Services, with a focus on equity release products.
- Excellent presentation skills and the ability to thrive in a fast-paced environment.
- Financial services qualifications, such as Certificate in Financial Planning or CeMAP.
We offer a competitive salary, bonus scheme, and generous benefits package, as well as opportunities for professional development and growth within the company.
-
Financial Services Professional
2 weeks ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeWe are seeking a highly motivated and confident individual to join our team at Foresters Financial as a Financial Adviser. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, providing expert financial advice, and helping individuals and families achieve their financial goals.As a Financial...
-
Financial Services Professional
2 weeks ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeWe are seeking a highly motivated and confident individual to join our team at Foresters Financial as a Financial Adviser. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, providing expert financial advice, and helping individuals and families achieve their financial goals.As a Financial...
-
Financial Services Professional
2 weeks ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeWe are seeking a highly motivated and confident individual to join our team at Foresters Financial as a Financial Adviser. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, providing expert financial advice, and helping individuals and families achieve their financial goals.As a Financial...
-
Financial Services Professional
2 weeks ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeWe are seeking a highly motivated and confident individual to join our team at Foresters Financial as a Financial Adviser. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, providing expert financial advice, and helping individuals and families achieve their financial goals.As a Financial...
-
Financial Services Professional
7 days ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeAbout the RoleWe are seeking a highly motivated and confident individual to join our team as a Financial Adviser. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, providing financial advice to help families and individuals achieve their financial goals.You will enjoy the autonomy of working from...
-
Financial Services Professional
7 days ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeAbout the RoleWe are seeking a highly motivated and confident individual to join our team as a Financial Adviser. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, providing financial advice to help families and individuals achieve their financial goals.You will enjoy the autonomy of working from...
-
Financial Services Professional
1 week ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeAbout the RoleWe are seeking a highly motivated and confident individual to join our team of Financial Advisers. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, providing expert financial advice, and driving business growth.As a home-based Financial Adviser, you will enjoy the autonomy to...
-
Financial Services Professional
1 week ago
Bristol, Bristol, United Kingdom Foresters Financial Full timeAbout the RoleWe are seeking a highly motivated and confident individual to join our team of Financial Advisers. As a key member of our team, you will be responsible for building and maintaining strong customer relationships, providing expert financial advice, and driving business growth.As a home-based Financial Adviser, you will enjoy the autonomy to...
-
Financial Solutions Advisor
2 weeks ago
Bristol, Bristol, United Kingdom Bank of America Full timeAbout the Role:The Merrill Financial Solutions Advisor is a key position within Bank of America, responsible for providing tailored and personalized advice to high-net worth clients. This role requires a strong understanding of investment products and services, as well as excellent relationship-building and communication skills.Key Responsibilities:Assessing...
-
Financial Solutions Advisor
2 weeks ago
Bristol, Bristol, United Kingdom Bank of America Full timeAbout the Role:The Merrill Financial Solutions Advisor is a key position within Bank of America, responsible for providing tailored and personalized advice to high-net worth clients. This role requires a strong understanding of investment products and services, as well as excellent relationship-building and communication skills.Key Responsibilities:Assessing...
-
Financial Services Administrator
1 week ago
Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. As an Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing...
-
Financial Services Administrator
1 week ago
Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. As an Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing...
-
Financial Services Administrator
3 days ago
Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. As a key member of our team, you will assist our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing recommendations and...
-
Financial Services Administrator
3 days ago
Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeAbout the RoleWe are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. As a key member of our team, you will assist our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing recommendations and...
-
Financial Services Professional
2 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Full timeJob Opportunity for Experienced Financial AdvisorsWe are seeking a skilled Financial Advisor to join our team at Premier Jobs UK. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals.Key Responsibilities:Provide financial planning advice to clients, including...
-
Financial Services Professional
3 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Full timeJob Opportunity for Experienced Financial AdvisorsWe are seeking a skilled Financial Advisor to join our team at Premier Jobs UK. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals.Key Responsibilities:Provide financial planning advice to clients, including...
-
Financial Services Coordinator
1 month ago
Bristol, Bristol, United Kingdom Cavendish House Recruitment Full timeEngaging Opportunity for a Financial Services CoordinatorCavendish House Recruitment is proud to present a fantastic opportunity for a Financial Services Coordinator to join a well-established Financial Planning firm.Key Responsibilities:Support Financial Advisors and Paraplanners with various administrative functions.Efficiently manage letters of...
-
Administrative Support
3 weeks ago
Bristol, Bristol, United Kingdom Robinson Financial Careers Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Robinson Financial Careers. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.Key ResponsibilitiesAssist Financial Advisers in preparing...
-
Financial Services Administrator
1 month ago
Bristol, Bristol, United Kingdom Cavendish House Recruitment Full timeExciting Opportunity for a Financial Services AdministratorCompany Overview:Cavendish House Recruitment is representing a distinguished financial advisory firm seeking a Financial Services Administrator to enhance their supportive team.Position Details:We are in search of a detail-oriented professional to deliver administrative support to the Financial...
-
Financial Services Administrator
1 month ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timePosition OverviewThis role as a Financial Services Administrator offers a chance to be part of a reputable, Chartered Financial Planning organization.You will be an integral member of the head office support team, collaborating with Paraplanners and fellow IFA Administrators to deliver exceptional assistance to the Chartered Financial Planners.As a Financial...