Wealth Management Specialist –Client Advisor

4 days ago


Bridgwater, Somerset, United Kingdom New York Life Full time

About the Position: As a Financial Professional at New York Life, you will have the opportunity to work with clients to understand their financial needs and develop personalized plans to help them achieve their goals. You will build and maintain relationships with clients, provide education and guidance on financial planning, and promote customized solutions to meet clients' needs.

Responsibilities: We are seeking highly motivated individuals who can work independently and as part of a team to achieve success. You must have excellent communication and interpersonal skills, as well as the ability to understand complex financial concepts and explain them in a clear and concise manner.

Salary Range: $80,000 - $150,000 per year

Benefits: As a Financial Professional at New York Life, you will receive a competitive salary and benefits package, including a comprehensive training program, ongoing support and mentorship, and opportunities for advancement.

About Us: New York Life Insurance Company is a Fortune 100 company and one of the largest mutual life insurance companies in the United States. We offer a wide range of insurance and investment products and services that help our customers protect their families and achieve their financial goals.



  • Bridgwater, Somerset, United Kingdom Bank of America Full time

    Job Summary:This role is responsible for providing exceptional client service support to Financial Advisors (FAs) in the Wealth Management division. The successful candidate will be responsible for customizing solutions based on the specific needs of each FA's business, while ensuring operational excellence and client advocacy.Key Responsibilities:Provide...


  • Bridgwater, Somerset, United Kingdom JGA Recruitment Group Full time

    HR Advisor RoleA well-established business is seeking an HR Advisor to join their team. The successful candidate will have experience working within a unionised environment and will be responsible for delivering a professional HR service.Key Responsibilities:Delivering first-line guidance and support to line managersPopulating the HR SystemWorking with L&D...


  • Bridgwater, Somerset, United Kingdom Clinisupplies Full time

    **Job Summary**\We are seeking a highly organised and efficient individual to join our team as a Prescription Services Advisor.\The successful candidate will be responsible for processing prescriptions, liaising with GP surgeries, and dealing with customer queries.\This is an excellent opportunity to work in a fast-paced customer service environment and...


  • Bridgwater, Somerset, United Kingdom OH Medical Recruitment Ltd. Full time

    Job Summary:We are seeking an experienced Occupational Health Nurse to join our team on a part-time basis, working 3 days a week on site in Bridgwater. As an Occupational Health Advisor, you will be responsible for delivering case management services, assessing new clients, conducting health surveillance and escalations, fitness for work assessments, and...


  • Bridgwater, Somerset, United Kingdom Framatome Full time

    Job OverviewFramatome is seeking a highly skilled and experienced professional to fill the role of Senior Technical Advisor. As a key member of our team, you will be responsible for providing technical guidance and support to our projects, ensuring that all work is carried out to the highest standards.Key Responsibilities:Provide technical advice and...


  • Bridgwater, Somerset, United Kingdom Mace Full time

    At Mace, our purpose is to redefine the boundaries of ambition. Our goal is to deliver exceptional results and create sustainable value for our clients. We believe in harnessing our expertise to unlock the potential in every project.We are seeking a skilled Commercial Consultancy Advisor to join our team. As a key member of our consult business, you will...

  • Financial Advisor

    2 days ago


    Bridgwater, Somerset, United Kingdom CV-Library Full time

    Job OverviewCV Screen Ltd is seeking an experienced Senior Accountant to join our team in Bridgwater. As a key member of our team, you will play a crucial role in providing exceptional service to our clients.Key Responsibilities:Preparation of financial statements from company records.Calculation of corporation tax and support for tax planning.Creation of...


  • Bridgwater, Somerset, United Kingdom Occupational Health Staffing Limited Full time

    Job Title: Senior Occupational Health Nurse AdvisorLocation: Bridgwater, SomersetJob Type: PermanentSalary: Competitive + BenefitsOCCUPATIONAL HEALTH STAFFING LIMITED is seeking a highly skilled Senior Occupational Health Nurse Advisor to join our team in Bridgwater, Somerset. As a Senior Occupational Health Nurse Advisor, you will be responsible for...


  • Bridgwater, Somerset, United Kingdom Stobart Full time

    Job Title: HR AdvisorWe are seeking an experienced HR Advisor to join our team at Stobart. The successful candidate will be responsible for delivering a seamless and efficient operational service to all areas of the business, through the provision of effective first line advice and guidance to the people managers.This is a full-time, permanent position...


  • Bridgwater, Somerset, United Kingdom JGA Recruitment Group Full time

    HR Advisor Role SummaryWe are seeking an experienced HR Advisor to join our team at JGA Recruitment Group. The successful candidate will have previously worked within an HR Advisory capacity within a unionised environment and possess excellent communication and MS Office skills.Key Responsibilities:Deliver a professional HR service across the business,...


  • Bridgwater, Somerset, United Kingdom Mobility Health Physical Therapy Full time

    Expert Health and Safety Support for Climate JobsAre you seeking a reliable and professional health and safety advisor to support your climate job search? Look no further!Our team at Mobility Health Physical Therapy is committed to providing exceptional health and safety services to our clients, and we're now seeking a skilled health and safety specialist to...


  • Bridgwater, Somerset, United Kingdom Astute People Full time

    Astute's Nuclear team is partnering with an international player in the nuclear energy market, recognised for its innovative solutions and technology, to recruit a Project Manager at the Hinkley Point C project.The Project Manager position comes with a salary up to £60,000, 8% employer pension contributions, professional membership body support, and a...


  • Bridgwater, Somerset, United Kingdom First Military Recruitment Ltd Full time

    About the RoleWe are recruiting for a Health and Safety Expert Advisor to join our collaborative, multidisciplinary team at First Military Recruitment Ltd.Overview:The successful candidate will be responsible for assessing and managing minor injury and illness, delivering health and wellbeing initiatives, and working with external organisations and other...


  • Bridgwater, Somerset, United Kingdom Culina Group Full time

    Job SummaryWe are seeking a skilled Human Resources Advisor to join our team at Culina Group. As an HR Advisor, you will play a key role in delivering a seamless and efficient operational service to all areas of the business.Key ResponsibilitiesProvide first-line advice and guidance to line managers on HR-related matters.Support the unionized workforce and...


  • Bridgwater, Somerset, United Kingdom Jacobs Full time

    About the RoleWe are seeking a Project Management Support Specialist to join our team at Jacobs, where you will play a key role in delivering projects to the highest standards.As a Project Management Support Specialist, you will work closely with senior managers to implement project management and organisational skills, gained through practical experience...


  • Bridgwater, Somerset, United Kingdom OH Medical Recruitment Ltd. Full time

    Job OverviewThis is a unique opportunity to join our team at Heathrow Airport as an Occupational Health Specialist, working 30 hours per week. As part of the onsite team of leading Occupational Health Provider, OH Medical Recruitment Ltd., you will be responsible for delivering first-class Occupational Health Service.The Role:Provide reports to Management...


  • Bridgwater, Somerset, United Kingdom Turner & Townsend Full time

    We are seeking a highly skilled Performance Management Specialist to join our busy and expanding Energy & Natural Resources team.The estimated salary for this role is £100,000 - £150,000 per annum depending on experience.As a key member of our team, you will be responsible for training and coaching clients and less experienced team members on performance...


  • Bridgwater, Somerset, United Kingdom Occupational Health Staffing Limited Full time

    About the Job\We are looking for an experienced MSK Physiotherapist to join our team at Occupational Health Staffing Limited in Bridgwater, Somerset. This is a permanent, part-time opportunity (4 days per week) with a competitive salary of up to £45,000 per year (pro rata), plus benefits.\\This role involves providing expert physiotherapy services to...


  • Bridgwater, Somerset, United Kingdom CV Screen Full time

    Job Summary:We are seeking a highly skilled Corporate Accountant and Tax Advisor to join our team at CV Screen. The successful candidate will be responsible for preparing financial statements from company records, calculating corporation tax, and supporting tax planning. They will also create management accounts with valuable insights and work closely with...


  • Bridgwater, Somerset, United Kingdom Mace Full time

    About MaceMace is a leading global engineering and consulting firm that redefines the boundaries of ambition. Our purpose is to create places that are responsible, bringing transformative impact to our people, communities, and societies across the globe.Job Title: Commercial Contract Management SpecialistWe are seeking an experienced Commercial Contract...