Current jobs related to Wealth Management Advisor - Carmarthen, Carmarthenshire - IDEX Consulting Ltd
-
Financial Advisor
1 month ago
Carmarthen, Carmarthenshire, United Kingdom AMG Search Full timeAbout the RoleAMG Search is seeking an experienced IFA to join our team and provide financial planning and wealth management advice to a quality client bank.Key ResponsibilitiesProvide financial planning and wealth management advice to clientsDevelop and maintain relationships with clients to drive business growthManage and develop an existing client...
-
Financial Advisor
4 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityAre you a skilled Financial Advisor seeking a home-based role with a reputable IFA firm? This is a unique opportunity to join a highly respected company that values its clients and employees.As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their...
-
Financial Advisor
4 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityAre you a skilled Financial Advisor seeking a home-based role with a reputable IFA firm? This is a unique opportunity to join a highly respected company that values its clients and employees.As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their...
-
Carmarthen, Carmarthenshire, 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 our clients.Key ResponsibilitiesProvide financial planning and advice to clientsManage existing client relationships and develop new business opportunitiesStay...
-
Mortgage Advisor Trainee
1 month ago
Carmarthen, Carmarthenshire, United Kingdom Countrywide Mortgage Services Full timeUnlock Your Potential as a Mortgage AdvisorJoin Countrywide Mortgage Services, a leading estate agency and property services provider, as a Trainee Mortgage Advisor and embark on a rewarding career journey. Our comprehensive training program will equip you with the skills and knowledge to succeed in this dynamic field.Key Responsibilities:Build strong...
-
Mortgage Advisor Trainee
1 month ago
Carmarthen, Carmarthenshire, United Kingdom Countrywide Mortgage Services Full timeUnlock Your Potential as a Mortgage AdvisorJoin Countrywide Mortgage Services, a leading estate agency and property services provider, as a Trainee Mortgage Advisor and embark on a rewarding career journey. Our comprehensive training program will equip you with the skills and knowledge to succeed in this dynamic field.Key Responsibilities:Build strong...
-
Mortgage Advisor Trainee
2 months ago
Carmarthen, Carmarthenshire, United Kingdom Countrywide Mortgage Services Full timeUnlock Your Potential as a Mortgage AdvisorAt Countrywide Mortgage Services, we're committed to helping you succeed in your career as a Mortgage Advisor. Our structured and transparent progression opportunities will enable you to grow and develop your skills, while our competitive basic salary and OTE of £35,000 - £45,000 will provide you with a stable...
-
Mortgage Advisor Trainee
1 week ago
Carmarthen, Carmarthenshire, United Kingdom Countrywide Mortgage Services Full timeUnlock Your Potential as a Mortgage AdvisorAt Countrywide Mortgage Services, we're committed to helping you achieve your career goals. As a Trainee Mortgage Advisor, you'll embark on a structured and transparent progression journey, with a competitive basic salary and OTE of £35,000 - £45,000 in your first year.What's in it for you?Full support and...
-
Financial Planning Specialist
4 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Resource Matters Ltd Full timeUnlock Your Potential as a Financial Planning ExpertResource Matters Ltd is seeking an experienced Financial Planning Specialist to join their team. As a key member of the team, you will provide holistic wealth advice to a large portfolio of clients, leveraging your expertise in investments, tax planning, and defined contribution pensions.About the...
-
Financial Planning Specialist
4 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Resource Matters Ltd Full timeUnlock Your Potential as a Financial Planning ExpertResource Matters Ltd is seeking an experienced Financial Planning Specialist to join their team. As a key member of the team, you will provide holistic wealth advice to a large portfolio of clients, leveraging your expertise in investments, tax planning, and defined contribution pensions.About the...
-
Holiday Home Sales Manager
4 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Parkdean Resorts Full timeUnlock Your Potential as a Holiday Home Sales ManagerAre you a sales leader looking for a new challenge? Do you have a passion for delivering exceptional customer experiences and driving revenue growth? We're seeking an experienced Holiday Home Sales Manager to join our team at Parkdean Resorts.About the RoleAs a Holiday Home Sales Manager, you'll be...
-
Holiday Home Sales Manager
4 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Parkdean Resorts Full timeUnlock Your Potential as a Holiday Home Sales ManagerAre you a sales leader looking for a new challenge? Do you have a passion for delivering exceptional customer experiences and driving revenue growth? We're seeking an experienced Holiday Home Sales Manager to join our team at Parkdean Resorts.About the RoleAs a Holiday Home Sales Manager, you'll be...
-
Financial Planning Specialist
2 months ago
Carmarthen, Carmarthenshire, United Kingdom AMG Search Full timeAMG Search is seeking a skilled IFA to join their team. As a key member, you will provide high-quality financial planning and wealth management advice to a portfolio of clients. Your expertise will be utilized to develop and maintain trusted relationships with clients, driving business growth and expansion. The ideal candidate will possess a strong...
-
Financial Planning Specialist
2 months ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor RoleWe are seeking an experienced Financial Advisor to join our team in Carmarthen. As a Financial Advisor, you will be responsible for providing financial planning advice to clients and growing your own client bank.Key Responsibilities:Deliver financial planning advice to clients through a mixture of in-person, virtual, and phone-based...
-
Operational Resilience Manager
1 month ago
Carmarthen, Carmarthenshire, United Kingdom Animal and Plant Health Agency Full timeJob SummaryAPHA is a dynamic and innovative organization where our people feel valued, have a voice, and can be their authentic selves. We value diversity and inclusion, not only because it is the right thing to do, but because it will help us make better decisions and drive excellence in our work.We are seeking a highly skilled and experienced Operational...
-
Operational Resilience Manager
1 month ago
Carmarthen, Carmarthenshire, United Kingdom Animal and Plant Health Agency Full timeJob SummaryAPHA is a dynamic and innovative organization where our people feel valued, have a voice, and can be their authentic selves. We value diversity and inclusion, not only because it is the right thing to do, but because it will help us make better decisions and drive excellence in our work.We are seeking a highly skilled and experienced Operational...
-
Financial Planning Specialist
2 months ago
Carmarthen, Carmarthenshire, United Kingdom AMG Search Full timeAMG Search is seeking a skilled IFA to collaborate with a leading national IFA organization. As an IFA, you will provide high-quality financial planning and wealth management advice to a dedicated client base. Your expertise will encompass pensions, investments, protection, taxation planning, and trusts. You will be responsible for building and maintaining...
-
Financial Services Professional
3 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeUnique Opportunity for Experienced Financial AdvisorsAre you a seasoned Financial Advisor seeking a new challenge in a home-based role? Premier Jobs UK Limited is offering a unique opportunity for experienced professionals to join their team as an Independent Financial Advisor.This is a chance to work with a highly respected IFA firm that is continually...
-
Financial Services Professional
3 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full timeUnique Opportunity for Experienced Financial AdvisorsAre you a seasoned Financial Advisor seeking a new challenge in a home-based role? Premier Jobs UK Limited is offering a unique opportunity for experienced professionals to join their team as an Independent Financial Advisor.This is a chance to work with a highly respected IFA firm that is continually...
-
Clinical Nurse Specialist Oncology Lead
2 weeks ago
Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full timeJob SummaryThe successful candidate will be an experienced leader in the oncology specialty, bringing a wealth of knowledge and innovation to the role. They will be responsible for managing a team of clinical nurse specialists and will be expected to demonstrate compassionate leadership and excellent communication skills.Main ResponsibilitiesThe successful...
Wealth Management Advisor
2 months ago
We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at IDEX Consulting Ltd. As an Independent Financial Services Professional, you will play a key role in helping our clients achieve their financial goals and objectives.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with clients, understanding their current and future financial needs and goals.
- Financial Planning and Advice: Provide expert financial planning and advice to clients, formulating strategies to help them achieve their financial objectives.
- Business Development: Identify and pursue new business opportunities, developing and maintaining relationships with introducers and other professionals.
- Marketing and Promotion: Utilize marketing opportunities to promote our services and attract new clients, including social media and networking.
- Client Communication: Communicate effectively with clients, keeping them informed of changes to legislation or new financial products that may affect their financial plans.
- Reporting and Administration: Prepare and deliver accurate management information and reports, ensuring all administrative tasks are completed efficiently.
- Qualifications: Diploma in Regulated Financial Planning (or FCA approved equivalent) and CF30 status.
- Skills and Experience: Excellent interpersonal skills, approachability, and professionalism, with a clear demonstration of a client-centric approach.
- Business Development: Experience in networking and attracting new clients through business development and effective business planning.
IDEX Consulting Ltd is a leading independent financial advisory firm with over 30 years of experience and more than 200 accredited Advisers nationwide. We are committed to driving conscious inclusion across our business and creating equitable pathways.
