Financial Services Professional
2 months ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as an intermediary between our company and clients. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilize their financial resources.
Key Responsibilities:- Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Assess clients' overall financial picture, understand their needs, and develop a solid financial plan.
- Guide clients towards a profitable and secure financial decision.
- Cultivate a client base and build win-win relationships.
- Network, generate leads, and identify opportunities to sell financial products and services to meet sales quotas.
- Stay up-to-date with new industry trends and research the market to provide informed financial consulting.
- Oversee the course of the financial plan and update it, if necessary, to ensure optimal financial outcomes.
- Comply with all industry rules and regulations.
- Liaise with financial providers, solicitors, valuers, and other professionals.
- Proven working experience as a Financial Adviser, Financial Planner, or relevant experience.
- Track record of successful financial guidance.
- Ability to analyze market financial data and provide data-based advice.
- Strong communication, negotiation, and presentation skills.
- Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
- Excellent PC knowledge and ability to operate database systems.
- Current certificate of qualifications (FCA, CII, DipFA, CISI, or other).
- Degree in Finance or related field (preferable).
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Financial Services Professional
2 months ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - OpportunityArtemis Recruitment Consultants Ltd is seeking a Financial Adviser to act as an intermediary between our company and clients. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available...
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Financial Services Professional
2 months ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - OpportunityArtemis Recruitment Consultants Ltd is seeking a Financial Adviser to act as an intermediary between our company and clients. You will provide clients with financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available...
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Financial Services Professional
2 weeks ago
Preston, Lancashire, United Kingdom RSM Full timeAccounting and Business Advisory RoleRSM is a leading network of audit, tax, and consulting firms that delivers premium services to middle-market businesses. As a financial services professional, you will be part of a fast-growing firm with big ambitions to become the premium adviser to the middle market globally.This role offers a unique opportunity to work...
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Financial Services Professional
2 weeks ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAgility Resourcing is seeking a highly skilled Financial Services Professional to join our team. As an Accounts and Audit Senior, you will be responsible for providing accountancy, audit, and tax services to our clients. Your duties will include:Preparing accounts for larger clientsManaging accounts preparationPreparing tax returnsPreparing VAT...
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Financial Services Professional
2 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Trainee Financial Advisor to join their team in Preston. The successful candidate will be responsible for advising clients on financial matters and working towards becoming a qualified financial advisor.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs and...
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Financial Services Professional
2 weeks ago
Preston, Lancashire, United Kingdom Tampa Gardens Senior Living Full timeAs a leading firm of chartered accountants and business advisers, we work in partnership with clients ranging from entrepreneurs and individuals to multi-national corporations. Our national network of offices enables us to offer a comprehensive range of financial and business strategy services to clients across the UK, helping them achieve profitable growth...
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Financial Services Professional
3 days ago
Preston, Lancashire, United Kingdom RSM UK Full timeJob Title: Credit ControllerRSM UK is seeking a skilled Credit Controller to join our team in Preston. As a key member of our National Finance Office, you will play a vital role in supporting partners and portfolio holders in the prompt collection of debts, processing accounting data efficiently, and ensuring clients receive a quality service.Key...
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Senior Financial Professional
2 months ago
Preston, Lancashire, United Kingdom Agility Resoucing Full time**About Agility Resourcing**We are a leading provider of accounting and tax services to small and medium-sized businesses, as well as owner-managed businesses and other organizations.**Job Summary**We are seeking a highly skilled and experienced Senior Financial Professional to join our team. As a Senior Financial Professional, you will be responsible for...
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Senior Financial Professional
2 months ago
Preston, Lancashire, United Kingdom Agility Resoucing Full time**About Agility Resourcing**We are a leading provider of accounting and tax services to small and medium-sized businesses, as well as owner-managed businesses and other organizations.**Job Summary**We are seeking a highly skilled and experienced Senior Financial Professional to join our team. As a Senior Financial Professional, you will be responsible for...
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Senior Financial Professional
2 months ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeWe are seeking a highly skilled and ambitious Senior Accountant to join our team at Agility Resourcing. As a key member of our accounting practice, you will play a vital role in delivering exceptional financial services to our clients.Key ResponsibilitiesFinancial Statement Preparation: Prepare accurate and timely financial statements for a variety of...
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Senior Financial Professional
2 months ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeWe are seeking a highly skilled and ambitious Senior Accountant to join our team at Agility Resourcing. As a key member of our accounting practice, you will play a vital role in delivering exceptional financial services to our clients.Key ResponsibilitiesFinancial Statement Preparation: Prepare accurate and timely financial statements for a variety of...
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Financial Services Specialist
2 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Services Specialist to provide expert guidance to clients on financial products and services. The ideal candidate will have a proven track record of successful financial guidance and be able to analyse market data to provide data-based advice.Key Responsibilities:Provide strategic advice on financial...
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Financial Services Specialist
3 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaOur client, a reputable financial services firm, is seeking a skilled Financial Adviser to act as a trusted intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their financial resources. The...
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Financial Services Specialist
3 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaOur client, a reputable financial services firm, is seeking a skilled Financial Adviser to act as a trusted intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their financial resources. The...
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Financial Services Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaOur client, a reputable financial services provider, is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their money. The ideal candidate will...
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Financial Services Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaOur client, a reputable financial services provider, is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their money. The ideal candidate will...
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Financial Services Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaOur client, a reputable financial services provider, is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their money. The ideal candidate will...
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Financial Services Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaOur client, a reputable financial services provider, is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their money. The ideal candidate will...
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Senior Financial Accountant
2 weeks ago
Preston, Lancashire, United Kingdom Chemist Warehouse Full timeAbout UsChemist Warehouse is a dynamic and growing business that offers a wide range of opportunities for professionals with diverse backgrounds and skills.We are currently seeking a highly motivated and experienced Senior Financial Accountant to join our Finance team. Reporting to the General Manager - Financial Reporting & Planning, the successful...
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Financial Services Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaOur client, a reputable financial services firm, is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be...