Financial Services Advisor

Role Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.Key Responsibilities:Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.Client Relationships:...

About Our Team: Our team is passionate about providing outstanding service to our customers, and we're looking for someone who shares our values. As a Mortgage and Protection Advisor, you'll have the opportunity to build lasting relationships with our Estate Agency teams, attract new business, and achieve professional goals in a target-driven environment.Key...

Job DescriptionWe are looking for a highly organized Financial Services Coordinator to join our team at Spicerhaart. As a Financial Services Coordinator, you will be responsible for maintaining relationships through regular contact with mortgage advisers, lenders, and clients.Your key responsibilities will include ensuring clients have a smooth and pleasant...

We are seeking a skilled Advisor to join our client's expanding team in South Yorkshire. The successful candidate will have experience in delivering face-to-face advice on various financial products, including Pensions and Investments, in an independent setting.The role involves generating new business opportunities and working with a well-established...

Oval Recruit is seeking a skilled Financial Paraplanner to provide technical support to a team of Advisors in the Wakefield area.">The ideal candidate will have previous experience in paraplanning and hold a strong understanding of Investment & pension products, preferably with a diploma qualification.">The successful candidate will be responsible for...

About the Role: NJR Recruitment is working with a well-established firm of Independent Financial Planners based in South Yorkshire.Job Summary: We are seeking an experienced Advisor who has delivered face-to-face advice on a variety of financial products, including Pensions and Investments, in an independent setting.Key Responsibilities:Delivering...

Unlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...

The Role:As a highly successful Wealth Management Specialist, you will join our award-winning national Financial Planning and Wealth Management Business, offering wealth management services to mass affluent and HNW individuals. With a long-standing track record in Financial Services, our highly profitable group carries no debt and is looking to grow its team...

Exciting Opportunity for Career Growth and DevelopmentWe are partnering with Blusource Professional Services Ltd, a large business in the financial sector, to find a dynamic individual to join their global head office as an Assistant Management Accountant. This role presents a fantastic opportunity for an ambitious individual seeking a supportive work...

About the Role:We are seeking a highly motivated and customer-focused Service Advisor to join our team at JCT600. As a Service Advisor, you will play a critical role in delivering exceptional customer experiences, ensuring that every aspect of our customers' visits is catered for in a positive and professional manner.Key Responsibilities:Provide outstanding...

Sewell Wallis Ltd are exclusively partnering with an investment finance, managed workspace and community support business to appoint a Commercial Accountant into their high-performing team. This position offers the opportunity to make a significant impact in a small team of 14 Investment Staff.This could involve supporting the wider team with activities such...

Job Summary:Essential Employment is seeking a highly skilled Occupational Health Advisor to join our team on a temporary, part-time basis in Sheffield. This exciting opportunity involves delivering a range of Occupational Health services, including fitness for work medicals and vaccinations, as well as conducting telephone consultations and managing complex...

About the Role: We are seeking an experienced R&D Tax Advisor to join our team at Markel International Services Ltd.Key Responsibilities:Meet with clients and intermediaries to gather information for R&D tax relief claimsPrepare detailed technical reports for submission to HMRCAssist in the preparation of draft corporation tax computationsProvide outstanding...

We are seeking a Sales and Service Advisor to join our team at beBee Professionals in Sheffield, United Kingdom. As a key member of our retail team, you will be responsible for delivering exceptional customer service and supporting the store's day-to-day operations.Key Responsibilities:Provide product knowledge and advice to customers.Operate the cash...

Job SummaryThe Department for Work and Pensions is a leading government department responsible for delivering benefit payments to citizens. As a Finance Business Partner, you will play a critical role in protecting public funds and adding value through finance assurance activities.This is an exciting opportunity for fully qualified accountants to join the...

Job Title: Claims Advisor - Customer Service RoleJob Summary: We are seeking a skilled Claims Advisor to join our customer service team. The successful candidate will handle inbound and outbound enquiries, provide administrative support with customers extended vehicle warranty claims, and assist customers in locating and booking into a suitable repairing...

About the RoleWe are seeking an experienced customer service professional to join our team as a Senior Advisor. As a key member of our Contact Centre, you will play a vital role in delivering exceptional customer service to our residents.Key ResponsibilitiesProvide timely and effective customer service to our residents via phone, email, and other...

About the RoleThe Sheffield City Council is looking for a skilled Financial Services Administrator to join their team. This is a permanent position that involves managing all financial aspects of the customer's account, including invoicing and recovering contributions.The successful candidate will have excellent customer service and communication skills,...

Embark on a fulfilling career with HSBC and unlock your full potential. Whether you aspire to reach the top or explore new avenues, our organisation offers opportunities, support, and rewards that will propel you forward.We serve millions of individuals, families, business owners, investors, and entrepreneurs worldwide through our Wealth and Personal Banking...

Role OverviewThis is an opportunity to work as a Contact Centre Customer Service Advisor in our Bereavement Support team at HSBC Global Services Limited.Key ResponsibilitiesHandle inbound and outbound calls, and any communication received through digital channels or the post.Make judgement calls around customer and business risk whilst providing an...