Financial Services Expert

3 days ago


St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

Independent Resourcing Consultancy Ltd is seeking an experienced Financial Services Expert to join their team in the United Kingdom. As a key member of the financial services division, you will be responsible for providing expert financial advice to clients, managing and growing their portfolios.

Key Responsibilities:
  1. Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
  2. Provide tailored financial advice and recommend suitable investment strategies, products, and services.
  3. Stay informed about financial markets, products, and industry trends to offer informed advice.
  4. Maximize client acquisition through warm leads, cold leads, and Self-Generated Market Fund (SMF) leads.
  5. Effectively communicate complex financial concepts to clients in a clear and understandable manner.
Requirements:
  1. Proven experience as a Financial Advisor in the UK financial market.
  2. Relevant financial qualifications.
  3. Strong understanding of financial products, investment strategies, and market trends.
Benefits:

The successful candidate can expect a salary of £60,000 - £80,000 per annum, depending on experience. Bank of clients will be provided, allowing for opportunities to grow your career and increase earnings.



  • St Albans, Hertfordshire, United Kingdom Prestige IFA Jobs Full time

    About Prestige IFA JobsWe are a prestigious financial advisory consultancy with offices in key locations around the world. Our team of experts provides a comprehensive range of financial services to high-net-worth individuals and families.Job DescriptionThe successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Securing Your Financial FutureAt Click and Connect Online Limited, we are dedicated to providing our clients with expert financial guidance. As a Financial Planning Expert, you will play a crucial role in helping them achieve their medium to longer-term financial objectives. With a focus on Lump Sum Investing, Retirement Planning, Education Fee Funding, Life...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Company OverviewOur client is an independent financial advisory consultancy dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach in the offshore marketplace.Job SummaryWe are seeking a skilled Advisor Financial Services to evaluate and advise on medium to longer-term...


  • St Albans, Hertfordshire, United Kingdom Ambition Full time

    Ambition is seeking an Insolvency Services Expert to join their team in St Albans. As an Insolvency Services Expert, you will play a critical role in helping companies navigate financial difficulties and achieve sustainable growth.The firm offers a competitive salary, plus a bonus of 10-20% based on company performance. Since 2013, the team has consistently...

  • Debt Modelling Expert

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Trace – Expert Accountancy Recruitment Full time

    We are looking for a seasoned Debt Modelling Expert to join our client's team in the Aircraft Asset Management/Lessor business.The ideal candidate will have extensive experience working with debt models, as well as expertise in various aspects of modelling, analysis, forecasting, creditworthiness, and aircraft acquisitions.A strong background in debt...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    We are excited to announce that Independent Resourcing Consultancy Ltd is hiring a talented Expert Financial Solutions Advisor to join our team in the United Kingdom. As a key member of our financial services division, you will be responsible for providing expert financial guidance to clients, managing and growing their portfolios, and contributing to the...


  • St Albans, Hertfordshire, United Kingdom Prestige IFA Jobs Full time

    We are Prestige IFA Jobs, a leading provider of wealth management services to expatriates worldwide. We are seeking a Financial Planning Expert to join our team in London.In this role, you will be responsible for delivering high-quality financial planning services to our clients, including evaluating and advising on their medium to longer-term financial...


  • St Albans, Hertfordshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Job Title: Financial Planning ExpertWe are seeking an experienced Financial Planning Expert to join our team in St Albans, United Kingdom.Job Description:As a key member of the finance team, you will be responsible for overseeing financial planning, reporting, and analysis. Your primary goal will be to ensure the company's financial health and compliance...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About Our CompanyWe are a pioneering financial advisory consultancy, dedicated to safeguarding our clients' financial futures through expert advice and guidance.Evaluate and advise on medium- to long-term financial objectives in areas such as lump sum investing, retirement planning, education fee funding, life insurance, and general estate & inheritance tax...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    As a Senior Financial Advisor with Independent Resourcing Consultancy Ltd, you will be responsible for delivering high-quality financial advice to clients in the UK. With an estimated annual salary of £60,000, this role offers a competitive compensation package and opportunities for career growth.Key Responsibilities:Conduct comprehensive financial...


  • St Albans, Hertfordshire, United Kingdom Prestige IFA Jobs Full time

    Prestige IFA Jobs offers a competitive salary of £60,000 - £80,000 per annum for this exciting opportunity to join their team as a Financial Services Professional. This role is ideal for experienced UK CISI / CII level 4 qualified investment advisory candidates looking to advance their career in financial services.Job DescriptionAs a key member of the...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Financial Advisor OpportunityWe are seeking a skilled and experienced Financial Advisor to join our team in the UK.About the RoleThe successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.Salary and...


  • St Albans, Hertfordshire, United Kingdom Robert Walters UK Full time

    Job Description:We are seeking a highly skilled and experienced Financial Management Expert to join our dynamic small finance team in St Albans. This role offers an exciting opportunity for a qualified or part-qualified management accountant with experience in preparing full management accounts, budgeting, P&L, forecasting, cost and project...


  • St Albans, Hertfordshire, United Kingdom Elusive Professional Solutions Ltd Full time

    Elusive Professional Solutions LtdWe are actively seeking a skilled semi-senior to join our team, focusing on public practice with expertise in financial services. This role offers the perfect blend of challenge and opportunities for growth, making it ideal for ambitious professionals.Our ideal candidate will have at least three years of experience managing...


  • St Albans, Hertfordshire, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

    Burton Bolton & Rose Recruitment Services Ltd is seeking a highly skilled Financial Management Specialist to join their team. As a key member of the organization, you will be responsible for managing a portfolio of clients and overseeing all their financial matters.Key Responsibilities:Managing client relationships and providing expert advice on tax...


  • St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleArtemis Recruitment Consultants Ltd is seeking a skilled Paraplanner to join our team. The successful candidate will work closely with Financial Advisers and the Administration team to provide exceptional support and guidance to clients.Key Responsibilities:Assist Financial Advisers in building strong client relationships through expert...


  • St Albans, Hertfordshire, United Kingdom Independent Mortgage Advice Bureau (IMAB) Ltd Full time

    We are recruiting a Mortgage Adviser to join our successful team at the Independent Mortgage Advice Bureau (IMAB) Ltd. As a Mortgage Adviser, you will play a key role in providing expert advice to clients on mortgage options tailored to their needs.Our company has a proven track record of delivering excellent results for our clients, and we invest heavily in...


  • St Albans, Hertfordshire, United Kingdom Understanding Recruitment Full time

    About the RoleThis is an exceptional opportunity for a talented Financial Software Engineer to join our client's team and contribute to their success. With a strong background in software engineering and excellent communication skills, you will be responsible for designing and implementing scalable systems, applying your knowledge of Multithreading and...

  • Debt Model Specialist

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Trace - Expert Accountancy Recruitment Full time

    Job Title: Debt Model SpecialistA unique opportunity has arisen for an experienced debt model specialist to join our team at Trace - Expert Accountancy Recruitment.Key Responsibilities:Debt Modelling: Developing and maintaining advanced debt models to support financial analysis and decision-making.Analysis: Conducting in-depth analysis of financial data,...


  • St Albans, Hertfordshire, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

    Job Summary: We are looking for a seasoned Financial Management Executive to lead our corporate tax team. The ideal candidate will have expertise in taxation, excellent communication skills, and a strong ability to work collaboratively.About the Company: Burton Bolton & Rose Recruitment Services Ltd is a leading recruitment agency specializing in finance and...