Financial Services Professional
7 days ago
We are seeking a skilled 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.
Key Responsibilities:- Deliver financial planning advice to clients through a combination of in-person meetings, virtual consultations, and phone calls.
- Build and maintain relationships with existing clients, providing ongoing support and guidance to help them achieve their financial objectives.
- Identify and pursue new business opportunities, converting leads into clients and growing the client base.
- Collaborate with internal teams, including administrators, paraplanners, and compliance managers, to ensure seamless delivery of services to clients.
- Stay up-to-date with industry developments, regulatory changes, and best practices in financial planning, ensuring that clients receive the highest level of expertise and advice.
- Level 4 Diploma in Financial Planning or equivalent qualification.
- Chartered status or close to achieving Chartered status.
- Proven track record of converting business opportunities into clients.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- A competitive salary of £40,000 - £75,000, depending on experience and qualifications.
- A comprehensive benefits package, including holiday pay, phone, laptop, and bonus structure.
- The opportunity to work from home, with travel to meet clients in person and use of our regional offices if preferred.
- Self-employed option available for those who prefer.
-
Financial Services Professional
5 days ago
Newbury, West Berkshire, United Kingdom Ortus PSR Full timeAbout the RoleAs a Financial Adviser at Ortus PSR, you will have the unique opportunity to work closely with our Managing Director, gaining invaluable mentorship and guidance. You will be entrusted with a selection of clients to kickstart your portfolio and will actively engage in marketing and networking to attract and retain clients with significant...
-
Financial Services Professional
5 days ago
Newbury, West Berkshire, United Kingdom Ortus PSR Full timeAbout the RoleAs a Financial Adviser at Ortus PSR, you will have the unique opportunity to work closely with our Managing Director, gaining invaluable mentorship and guidance. You will be entrusted with a selection of clients to kickstart your portfolio and will actively engage in marketing and networking to attract and retain clients with significant...
-
Financial Services Professional
6 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity: Experienced Financial Advisor WantedWe are seeking a skilled Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial goals.About the Role:Work from home with quality leads and existing clients...
-
Financial Services Professional
7 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity: Experienced Financial Advisor WantedWe are seeking a skilled Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients and helping them achieve their financial goals.About the Role:Work from home with quality leads and existing clients...
-
Financial Services Professional
3 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity for Experienced Financial AdvisorsWe are seeking a skilled 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:Provide financial planning advice to...
-
Financial Services Professional
3 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity for Experienced Financial AdvisorsWe are seeking a skilled 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:Provide financial planning advice to...
-
Financial Services Professional
6 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdvisorJob Type: Full-timeLocation: NewburyJob Category: Financial ServicesAbout the Company: Premier Jobs UK Limited is a leading recruitment agency specializing in financial services.About the Role:We are seeking an experienced Financial Advisor to join our client's team. As a Financial Advisor, you will be responsible...
-
Financial Services Professional
2 weeks ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionJob Title: Financial AdvisorJob Type: Full-timeLocation: NewburyJob Category: Financial ServicesAbout the Company: Premier Jobs UK Limited is a leading recruitment agency specializing in financial services.About the Role:We are seeking an experienced Financial Advisor to join our client's team. As a Financial Advisor, you will be responsible...
-
Financial Services Professional
7 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeJob OpportunityAbout the RoleWe 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 guidance to our clients.Key ResponsibilitiesProvide financial planning and advice to clientsDevelop and maintain strong relationships with clientsStay...
-
Financial Planning and Analysis Professional
3 days ago
Newbury, West Berkshire, United Kingdom IN2 Consult Full timeJob Title: Financial Planning and Analysis ProfessionalJob Type: PermanentLocation: HybridJob Description:IN2 Consult is partnering with a high-growth client to recruit a fully qualified Financial Planning and Analysis Professional to join their growing commercial finance division. The purpose of this role is to drive long-term financial planning and...
-
Financial Planning and Analysis Professional
3 days ago
Newbury, West Berkshire, United Kingdom IN2 Consult Full timeJob Title: Financial Planning and Analysis ProfessionalJob Type: PermanentLocation: HybridJob Description:IN2 Consult is partnering with a high-growth client to recruit a fully qualified Financial Planning and Analysis Professional to join their growing commercial finance division. The purpose of this role is to drive long-term financial planning and...
-
Financial Services Advisor
7 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Full timeJob DescriptionJob Title: Financial Services AdvisorJob Type: Full-timeLocation: NewburyJob Description:We are seeking an experienced Financial Services Advisor to join our team at Premier Jobs UK. As a Financial Services Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and...
-
Engineering Services Professional
4 days ago
Newbury, West Berkshire, United Kingdom Adept Services Ltd Full timeAdept Services Ltd is seeking a highly skilled Trainee Service Engineer to join their expanding Engineering maintenance team. The ideal candidate will be based in the Berkshire region, with a focus on supporting a fully skilled engineer in their day-to-day service work.The successful candidate will be responsible for:Providing exceptional service and...
-
Engineering Services Professional
4 days ago
Newbury, West Berkshire, United Kingdom Adept Services Ltd Full timeAdept Services Ltd is seeking a highly skilled Trainee Service Engineer to join their expanding Engineering maintenance team. The ideal candidate will be based in the Berkshire region, with a focus on supporting a fully skilled engineer in their day-to-day service work.The successful candidate will be responsible for:Providing exceptional service and...
-
Financial Services Apprentice
4 weeks ago
Newbury, West Berkshire, United Kingdom SG Kleinwort Hambros Full timeAbout SG Kleinwort HambrosWith a legacy spanning over 200 years, SG Kleinwort Hambros excels in assisting individuals, families, entrepreneurs, trusts, and charities in managing their wealth. Our offerings range from expert wealth planning and investment strategies to specialized lending solutions, all delivered with a personal touch that clients expect from...
-
Financial Planning and Analysis Professional
7 days ago
Newbury, West Berkshire, United Kingdom IN2 Consult Full timeJob Summary:IN2 Consult is seeking a highly skilled FP&A Analyst to join our client's growing commercial finance division. As a key member of the team, you will play a crucial role in driving long-term financial planning and analysis, while partnering with senior stakeholders to inform key business decisions.Key Responsibilities:Develop and maintain...
-
Financial Planning and Analysis Professional
6 days ago
Newbury, West Berkshire, United Kingdom IN2 Consult Full timeJob Summary:IN2 Consult is seeking a highly skilled FP&A Analyst to join our client's growing commercial finance division. As a key member of the team, you will play a crucial role in driving long-term financial planning and analysis, while partnering with senior stakeholders to inform key business decisions.Key Responsibilities:Develop and maintain...
-
Newbury, West Berkshire, United Kingdom IN2 Consult Full time £60,000 - £65,000Job Description**Financial Planning and Analysis Role with IN2 Consult**We are partnering with a high-growth client to recruit a fully qualified Financial Planning and Analysis (FP&A) Analyst to join their expanding commercial finance division.The purpose of this role is to drive long-term financial planning and analysis while collaborating with key...
-
Newbury, West Berkshire, United Kingdom IN2 Consult Full time £60,000 - £65,000Job Description**Financial Planning and Analysis Role with IN2 Consult**We are partnering with a high-growth client to recruit a fully qualified Financial Planning and Analysis (FP&A) Analyst to join their expanding commercial finance division.The purpose of this role is to drive long-term financial planning and analysis while collaborating with key...
-
Financial Consultant
3 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe 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 guidance to clients and helping them achieve their financial goals.Key ResponsibilitiesDevelop and implement personalized financial plans for clientsProvide ongoing financial...