Financial Services Professional

3 days ago


Droitwich, Worcestershire, United Kingdom Hewett Recruitment Careers Full time

About the Role

We are seeking an experienced Financial Services Professional to join our team at Hewett Recruitment Careers. As an Independent Financial Advisor, you will play a key role in providing exceptional financial planning services to our clients.

Key Responsibilities

  • Provide pension and retirement planning advice that meets the Consumer Duty requirements.
  • Offer whole of market investment strategies to deliver good customer outcomes.
  • Provide insurance options to complement and protect clients' financial planning strategies.
  • Conduct face-to-face client meetings for new business and portfolio reviews.
  • Stay up-to-date with market trends and sectors to make informed recommendations.

What We Offer

As a Financial Services Professional with our team, you will have the opportunity to work with a firmly established Financial Services business with exciting plans for growth and expansion. You will report to the Business Directors and work out of our offices in Droitwich, with flexible working options available.

Requirements

To be successful in this role, you will need to have experience as an Independent Financial Advisor and a strong understanding of financial planning services. You will also need to be based within the local Worcestershire area.



  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleWe are seeking an experienced Financial Services Professional to join our team at Hewett Recruitment as an Independent Financial Consultant. This is a fantastic opportunity for a seasoned professional to work with a well-established Financial Services business, which has exciting plans for growth and expansion.As an Independent Financial...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleThe Business Directors are seeking an experienced Financial Services professional to join their team in Droitwich. As an Independent Financial Advisor, you will play a key role in driving growth and expansion for the company.As a hybrid worker, you will have the flexibility to work from home or in the office, with a minimum of two days per week...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleThe Business Directors are seeking an experienced Financial Services professional to join their team in Droitwich. As an Independent Financial Advisor, you will play a key role in driving growth and expansion for the company.As a hybrid worker, you will have the flexibility to work from home or in the office, with a minimum of two days per week...


  • Droitwich, Worcestershire, United Kingdom Rekroot Full time

    Accounts & Audit Senior RoleWe are seeking a highly skilled Accounts & Audit Senior to join our team at Rekroot. As a key member of our financial services team, you will play a crucial role in ensuring the accuracy and timeliness of our clients' financial statements.Key Responsibilities:Apply technical knowledge and practical experience to deliver...


  • Droitwich, Worcestershire, United Kingdom Rekroot Full time

    Accounts & Audit Senior RoleWe are seeking a highly skilled Accounts & Audit Senior to join our team at Rekroot. As a key member of our financial services team, you will play a crucial role in ensuring the accuracy and timeliness of our clients' financial statements.Key Responsibilities:Apply technical knowledge and practical experience to deliver...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleThe BusinessHewett Recruitment is seeking an experienced Financial Advisor to join their team.The RoleAs an Independent Financial Advisor, you will be responsible for providing expert financial guidance to clients.Key Responsibilities• Provide financial planning and advice to clients• Develop and maintain strong relationships with...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleThe BusinessHewett Recruitment is seeking an experienced Financial Advisor to join their team.The RoleAs an Independent Financial Advisor, you will be responsible for providing expert financial guidance to clients.Key Responsibilities• Provide financial planning and advice to clients• Develop and maintain strong relationships with...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleWe are seeking an experienced Independent Financial Advisor to join our team at Hewett Recruitment.Key ResponsibilitiesWork closely with our Business Directors to drive growth and expansion in the Financial Services sector.Develop and implement strategies to increase revenue and market share.Collaborate with our team to identify new business...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleWe are seeking an experienced Independent Financial Advisor to join our team at Hewett Recruitment.Key ResponsibilitiesWork closely with our Business Directors to drive growth and expansion in the Financial Services sector.Develop and implement strategies to increase revenue and market share.Collaborate with our team to identify new business...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleThe BusinessA leading Financial Services company, Hewett Recruitment, is seeking an experienced Independent Financial Advisor to join their team.The company has a strong presence in the market and is committed to delivering exceptional services to their clients.You will be working closely with the Business Directors to drive growth and...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleThe BusinessA leading Financial Services company, Hewett Recruitment, is seeking an experienced Independent Financial Advisor to join their team.The CompanyHewett Recruitment is a well-established business with a strong reputation in the industry.The OpportunityThis is a fantastic chance for a skilled IFA to take on a new challenge and...


  • Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full time

    About the RoleThe BusinessA leading Financial Services company, Hewett Recruitment, is seeking an experienced Independent Financial Advisor to join their team.The CompanyHewett Recruitment is a well-established business with a strong reputation in the industry.The OpportunityThis is a fantastic chance for a skilled IFA to take on a new challenge and...


  • Droitwich, Worcestershire, United Kingdom Rekroot Full time

    Job SummaryWe are seeking a highly skilled and experienced Accounts and Financial Reporting Professional to join our team at Rekroot. As an Accounts/Audit Senior, you will play a key role in ensuring the accuracy and completeness of financial reports, as well as providing expert advice to clients on financial matters.Key ResponsibilitiesApply technical...


  • Droitwich, Worcestershire, United Kingdom Rekroot Full time

    Job SummaryWe are seeking a highly skilled and experienced Accounts and Financial Reporting Professional to join our team at Rekroot. As an Accounts/Audit Senior, you will play a key role in ensuring the accuracy and completeness of financial reports, as well as providing expert advice to clients on financial matters.Key ResponsibilitiesApply technical...


  • Droitwich, Worcestershire, United Kingdom Rekroot Full time

    Job SummaryWe are seeking a highly skilled and experienced Accounts and Financial Reporting Professional to join our team at Rekroot. As an Accounts/Audit Senior, you will play a key role in ensuring the accuracy and timeliness of financial reports and audits.Key ResponsibilitiesApply technical knowledge and practical experience to ensure high-quality...


  • Droitwich, Worcestershire, United Kingdom Rekroot Full time

    Job SummaryWe are seeking a highly skilled and experienced Accounts and Financial Reporting Professional to join our team at Rekroot. As an Accounts/Audit Senior, you will play a key role in ensuring the accuracy and timeliness of financial reports and audits.Key ResponsibilitiesApply technical knowledge and practical experience to ensure high-quality...


  • Droitwich, Worcestershire, United Kingdom Brevere Group Full time

    Financial Services Administrator RoleWe are seeking a highly organized and proactive Financial Services Administrator to join our team at Brevere Group. As a key member of our Financial Planning team, you will provide exceptional support to our Financial Advisors and Paraplanning team, ensuring seamless delivery of our services to clients.Key...


  • Droitwich, Worcestershire, United Kingdom Brevere Group Full time

    Financial Services Administrator RoleWe are seeking a highly organized and proactive Financial Services Administrator to join our team at Brevere Group. As a key member of our Financial Planning team, you will provide exceptional support to our Financial Advisors and Paraplanning team, ensuring seamless delivery of our services to clients.Key...


  • Droitwich, Worcestershire, United Kingdom Brevere Group Full time

    Financial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our wealth management practice, you will provide holistic support to our Financial Advisers and Paraplanning team.The ideal candidate will have in-depth knowledge and understanding of the...


  • Droitwich, Worcestershire, United Kingdom Brevere Group Full time

    Financial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Brevere Group. As a key member of our wealth management practice, you will provide holistic support to our Financial Advisers and Paraplanning team.The ideal candidate will have in-depth knowledge and understanding of the...