Financial Advisor
1 month ago
CleverHR is seeking a highly skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic wealth advice to new private clients and business owners, developing financial plans that meet their goals and aspirations.
Key Responsibilities- Develop and implement financial plans for clients, taking into account their financial goals and aspirations.
- Provide ongoing service and support to clients, ensuring they receive the highest level of financial advice.
- Contribute to the success of the business by developing the existing client bank, gaining referrals, and strengthening client relationships.
- Maintain a high profile for the firm in the local business and professional sectors through networking and other activities.
- Comply with legislative, financial, procedural, and quality requirements.
- Maintain a proactive and positive working environment, contributing to shared goals and targets.
- Proven experience in a client-facing Wealth Management or Financial Planning role.
- Diploma qualified to Level 4 and ideally working towards Chartered status.
- Strong communication and presentation skills, with the ability to plan and prioritise workloads.
- Attention to detail and a high level of initiative and enthusiasm.
- Strong product, market, and technical knowledge, with IT literacy.
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Financial Accountant
4 weeks ago
Nottingham, Nottingham, United Kingdom financial-advisor Full timeFinancial Accountant Job DescriptionWe are seeking a highly skilled Financial Accountant to join our team on a contract basis for 6 months, with the possibility of extension. The successful candidate will be responsible for maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...
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Financial Planner
2 months ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
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Financial Planner
2 months ago
Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...
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Financial Advisor
2 months ago
Nottingham, Nottingham, United Kingdom CleverHR Full timeRole SummaryCleverHR is seeking a highly skilled and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing holistic wealth advice to new private clients and business owners, developing financial plans that meet their goals and aspirations.Key ResponsibilitiesProvide exceptional client service and ensure...
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Mortgage Advisor
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Financial Planning Specialist
4 weeks ago
Nottingham, Nottingham, United Kingdom GCB Recruitment Full timeFinancial Advisor Opportunity in NottinghamOur clients are seeking a skilled Financial Advisor in Nottingham to join their team. The successful candidate will have a proven track record and previous paraplanning experience, with a strong grasp of defined benefit pension advice.This is an exciting opportunity to work in a positive team environment, with the...
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Financial Planning Specialist
4 weeks ago
Nottingham, Nottingham, United Kingdom GCB Recruitment Full timeFinancial Advisor Opportunity in NottinghamOur clients are seeking a skilled Financial Advisor in Nottingham to join their team. The successful candidate will have a proven track record and previous paraplanning experience, with a strong grasp of defined benefit pension advice.This is an exciting opportunity to work in a positive team environment, with the...
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Financial Planning Specialist
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Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timePrivate Client AdvisorArtemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team in Nottingham. As a Private Client Advisor, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.Key Responsibilities:Prepare...
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Financial Planning Specialist
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Nottingham, Nottingham, United Kingdom Artemis Recruitment Consultants Ltd Full timePrivate Client AdvisorArtemis Recruitment Consultants Ltd is seeking a skilled Private Client Advisor to join their team in Nottingham. As a Private Client Advisor, you will be responsible for meeting with clients and prospective clients to provide financial planning services in accordance with the company's propositions.Key Responsibilities:Prepare...
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Insurance Advisor
2 weeks ago
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Financial Accountant
2 months ago
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Financial Accountant
2 months ago
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Financial Advisor Apprentice
4 weeks ago
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeFinancial Planning and Advisory RoleLime Search & Select Ltd is seeking a Chartered Financial Adviser to join our existing Financial Advisory team. As a key member of our team, you will be responsible for providing financial advice to our clients, working collaboratively with our paraplanners to achieve their goals.Key Responsibilities:Presenting financial...
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Financial Advisor Apprentice
4 weeks ago
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeFinancial Planning and Advisory RoleLime Search & Select Ltd is seeking a Chartered Financial Adviser to join our existing Financial Advisory team. As a key member of our team, you will be responsible for providing financial advice to our clients, working collaboratively with our paraplanners to achieve their goals.Key Responsibilities:Presenting financial...
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Financial Advisor Apprentice
4 weeks ago
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeFinancial Planning and Advisory RoleLime Search & Select Ltd is seeking a Chartered Financial Adviser to join our existing Financial Advisory team. As a key member of our team, you will be responsible for providing financial advice to our clients, working collaboratively with our paraplanners to achieve their goals.Key Responsibilities:Presenting financial...
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Financial Advisor Apprentice
4 weeks ago
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeFinancial Planning and Advisory RoleLime Search & Select Ltd is seeking a Chartered Financial Adviser to join our existing Financial Advisory team. As a key member of our team, you will be responsible for providing financial advice to our clients, working collaboratively with our paraplanners to achieve their goals.Key Responsibilities:Presenting financial...
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Financial Planning Advisor
3 weeks ago
Nottingham, Nottingham, United Kingdom Lime Search & Select Ltd Full timeWe are seeking a Chartered Financial Adviser to join our Financial Advisory team and provide expert advice to our clients. The successful candidate will have strong technical knowledge and experience in Technical Paraplanning, with a focus on Pension Transfer qualifications and experience in preparing defined benefit pension advice.The ideal candidate will...
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Senior HR Advisor
3 weeks ago
Nottingham, Nottingham, United Kingdom E MANUFACTURING CO INC Full timeSenior Human Resources Advisor - ManufacturingAt E Manufacturing Co Inc, we're seeking an experienced Senior Human Resources Advisor to join our team. As a key member of our HR department, you'll play a pivotal role in supporting the Head of HR for Manufacturing to deliver our central HR strategy and drive key group projects.Key Responsibilities:Strategic...
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Financial Accountant
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Nottingham, Nottingham, United Kingdom CY Executive Resourcing Full timeFinancial Accountant Opportunity in the NHSAn exciting permanent position has arisen for a fully qualified technical accountant with experience in the NHS to join an East Midlands NHS trust as Financial Accountant.This is an excellent opportunity to work with an acclaimed NHS trust and take on a key role in furthering your NHS finance career.Key...
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Tax Advisor Trainee
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