Financial Services Professional
1 month ago
A leading Financial Services business is seeking an experienced Independent Financial Advisor to join their team. As a key member of the team, you will provide exceptional financial planning services to new and existing customers, understanding their needs and demands, and offering tailored pension and investment advice.
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.
- At least 2 years' experience in an advisory role.
- Qualifications to advise on pensions and investments (CII DipPFS or equivalent).
- Strong customer relationship-building skills.
- Ability to research options, present recommendations, and deliver fact-find meetings.
- Flexible attitude to work.
- Access to a vehicle.
Benefits:
- 35 hours per week.
- £60,000 + on-target earnings.
- Based in Droitwich.
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Financial Services Professional
4 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeAbout the RoleThe Business Directors are seeking an experienced Financial Services professional to join their team in Droitwich. As an Independent Financial Advisor, you will be responsible for providing expert financial planning and advice to clients.The successful candidate will have a strong background in financial services, with excellent communication...
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Financial Services Professional
4 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeAbout the RoleThe Business Directors are seeking an experienced Financial Services professional to join their team in Droitwich. As an Independent Financial Advisor, you will be responsible for providing expert financial planning and advice to clients.The successful candidate will have a strong background in financial services, with excellent communication...
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Financial Services Professional
4 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeJob OpportunityThe RoleFinancial Services Professional.A fantastic opportunity for an experienced professional to join a firmly established Financial Services business, who have exciting plans in place for further growth and expansion.You will report to the Business Directors and work out of the offices in Droitwich at least 2 days a week. Although hybrid,...
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Financial Services Professional
4 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeJob OpportunityThe RoleFinancial Services Professional.A fantastic opportunity for an experienced professional to join a firmly established Financial Services business, who have exciting plans in place for further growth and expansion.You will report to the Business Directors and work out of the offices in Droitwich at least 2 days a week. Although hybrid,...
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Financial Services Professional
4 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeJob OpportunityThe RoleFinancial Services Professional.A fantastic opportunity for an experienced professional to join a firmly established Financial Services business, who have exciting plans in place for further growth and expansion.You will report to the Business Directors and work out of the offices in Droitwich at least 2 days a week. Although hybrid,...
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Financial Services Professional
4 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeJob OpportunityThe RoleFinancial Services Professional.A fantastic opportunity for an experienced professional to join a firmly established Financial Services business, who have exciting plans in place for further growth and expansion.You will report to the Business Directors and work out of the offices in Droitwich at least 2 days a week. Although hybrid,...
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Financial Services Professional
3 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeAbout 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.Key Responsibilities:Work closely with the Business Directors to develop and implement financial strategiesProvide expert...
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Financial Services Professional
3 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeAbout 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.Key Responsibilities:Work closely with the Business Directors to develop and implement financial strategiesProvide expert...
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Financial Services Professional
1 month ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeAbout 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...
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Financial Services Professional
1 month ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeAbout 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...
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Financial Services Professional
3 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeJob Title: Independent Financial AdvisorAre you a seasoned financial professional looking for a new challenge? We have an exciting opportunity for an experienced Independent Financial Advisor to join our team at Hewett Recruitment.About the RoleWe are seeking a highly skilled and motivated individual to provide exceptional financial planning services to our...
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Financial Services Professional
3 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeJob Title: Independent Financial AdvisorAre you a seasoned financial professional looking for a new challenge? We have an exciting opportunity for an experienced Independent Financial Advisor to join our team at Hewett Recruitment.About the RoleWe are seeking a highly skilled and motivated individual to provide exceptional financial planning services to our...
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Financial Services Professional
3 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeAbout 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 the office, with a minimum of two days per week in...
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Financial Services Professional
3 weeks ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeAbout 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 the office, with a minimum of two days per week in...
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Financial Services Professional
7 days ago
Droitwich, Worcestershire, United Kingdom Hewett Recruitment Full timeJob DescriptionThe RoleA Financial Services professional is required to join a well-established business, offering exciting opportunities for growth and expansion.You will report to the Business Directors and work out of the offices in Droitwich, with flexible working options available. You will need to be based within the local area.As a Pension and...
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Financial Services Coordinator
2 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly organized and detail-oriented individual to join our administration team at Simpson Financial Services Limited. As a Financial Services Coordinator, you will be responsible for providing administrative support to our mortgage and life companies, as well as dealing with incoming and outgoing telephone calls.Key...
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Financial Services Coordinator
2 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a skilled and ambitious administrator to join our administration team at Simpson Financial Services Limited.The role is based in our Leamington Spa office and involves:Making calls and requests to mortgage and life companiesAnswering and dealing with incoming telephone callsMaking outgoing telephone callsSupporting our Mortgage...
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Financial Services Coordinator
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Job Summary:This role involves providing administrative support to our finance team, including making calls and requests to various companies, answering and making telephone calls, and administering group scheme...
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Financial Services Coordinator
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeJob OpportunityWe are seeking a highly motivated and organized individual to join our administration team at Simpson Financial Services Limited.Job Summary:This role involves providing administrative support to our finance team, including making calls and requests to various companies, answering and making telephone calls, and administering group scheme...
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Financial Services Coordinator
4 weeks ago
Leamington Spa, Warwickshire, United Kingdom Simpson Financial Services Limited Full timeFinancial Administrator Job OpportunityThis is a fantastic opportunity for you to develop your career within a modern and forward-thinking financial services firm. We require a bright, ambitious and hard-working administrator to join our friendly and supportive administration team.The RoleThis role is based in our Leamington Spa office. Your duties will vary...