Professional Financial Consultant

1 week ago


Bristol, Bristol, United Kingdom Premier Jobs UK Full time

At Premier Jobs UK, we are seeking a highly skilled Professional Financial Consultant to join our team of experienced advisors. This exciting opportunity is based from home and offers a unique chance to work with quality leads and existing clients provided.

The successful candidate will be joining a highly respected IFA firm that consistently improves its client proposition and features in the industry press for its success. The business typically provides an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.

Key Responsibilities:

  • Deliver advice to clients through a mixture of in-person meetings at their homes or business premises, virtual sessions via Microsoft Teams, or in one of the company's regional offices.
  • Servicing the clients provided and converting business opportunities offered from their company marketing initiatives.
  • BUILDING THE PORTFOLIO THROUGH PROACTIVE ACTIVITIES INCLUDING ASKING FOR REFERRALS, NETWORKING AND UTILISING SOCIAL MEDIA.

Requirements:

  • A Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • Possibility to consider individuals relatively early in their advising career.

What We Offer:

  • An estimated salary of £50,000 - £70,000 per annum, depending on experience.
  • Opportunities for professional growth and development within a highly respected IFA firm.


  • Bristol, Bristol, United Kingdom RSM UK Full time

    Are you a talented Financial Services Consultant looking for a new challenge? RSM UK is seeking a skilled professional to join our Team Tax as a Financial Services Consultant.In this role, you'll work closely with clients to understand their financial needs and provide expert advice to help them achieve their goals. You'll need to have a strong understanding...


  • Bristol, Bristol, United Kingdom RSM Full time

    Job Title: Financial Services Manager ProfessionalRSM is a leading provider of audit, tax, and consulting services to middle-market businesses. We are currently seeking a Financial Services Manager Professional to join our team.In this role, you will be responsible for providing financial reporting advice to clients, preparing statutory financial statements,...


  • Bristol, Bristol, United Kingdom MAZARS LIMITED Full time

    An exciting opportunity exists for an experienced Audit Management Consultant to join the Industry and Services team at Mazars Limited in Bristol. As a Senior Financial Services Professional, you will play a key role in assisting and advising on the formulation of audit strategy and planning. With a salary range of £60,000 - £80,000 per annum, this...


  • Bristol, Bristol, United Kingdom Talent Finder Full time

    At Talent Finder, we are seeking a skilled and experienced Independent Financial Adviser to join our team. This is an exciting opportunity for someone who values integrity, builds lasting relationships, and brings a strong technical understanding of financial planning to the table.About UsTalent Finder is a dynamic and supportive company committed to...


  • Bristol, Bristol, United Kingdom BDO LLP Full time

    Accounting and Auditing ExpertiseWe're looking for an experienced Financial Services Consultant to join our team at BDO LLP. With a strong background in accounting and auditing, the successful candidate will provide expert advice and guidance to clients on financial reporting and compliance matters.The ideal candidate will have excellent working knowledge of...


  • Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Opportunity: Financial Planning ExpertRecruit UK | Certified B Corp™ is partnering with a successful Wealth Management company to find a Financial Planning Expert. The company is growing its UK Financial Planning team and seeking experienced professionals who can thrive in a client-facing role.Key Responsibilities:Engage with clients to understand...


  • Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time

    Job SummaryThis is an exciting opportunity for a highly motivated and experienced professional to join our team as a Financial Services Specialist. The ideal candidate will have a strong background in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services.


  • Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

    Unlock Your Potential as a Financial AdviserWe are excited to offer a unique opportunity for a Financial Adviser to join our prestigious, award-winning Independent Financial Advice firm. As one of the UK's largest Chartered Financial Planning companies, we pride ourselves on delivering top-tier financial advice to our established client bank.As a Financial...


  • Bristol, Bristol, United Kingdom CleverHR Full time

    Seeking Senior Financial Professionals in BristolThis opportunity is designed for senior-level financial professionals looking for a change. As a self-employed financial planner, you will enjoy autonomy and flexibility while benefiting from our support and resources.The arrangement features:A 70% share of fees minus a fixed monthly fee for office and PI...


  • Bristol, Bristol, United Kingdom Womble Bond Dickinson Full time

    We are seeking a skilled Financial Trust Professional to join our esteemed Private Wealth team in Bristol. Reporting to a Trust Accounts Manager, you will be responsible for providing general support to other members of the team.The Private Wealth team is a collaboration of lawyers, accountants, financial advisors and tax specialists who work together to...


  • Bristol, Bristol, United Kingdom Deloitte LLP Full time

    Deloitte is seeking a seasoned Financial Transformation Professional to join our Workday Finance Practice. This exciting opportunity offers a salary of £80,000 - £110,000 per annum, depending on experience.About the RoleIn this role, you will be responsible for leading the functional design, prototyping, and process design stages of Workday...


  • Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time

    About the Role:">This is an exciting opportunity for a skilled Financial Advisor to join our esteemed IFA firm in Bristol. As a trusted professional, you will work from home, leveraging quality leads and existing clients to drive business growth.We are proud of our reputation as a leading IFA firm, continually improving our client proposition and featuring...


  • Bristol, Bristol, United Kingdom L3Harris Technologies Full time

    Job OverviewL3Harris Technologies, a leading aerospace and defense technology innovator, is seeking a highly skilled Financial Controller to join our team in Bristol, UK. This exciting opportunity offers a chance to work with a talented group of professionals, driving financial excellence and supporting the company's mission-critical objectives.In this role,...


  • Bristol, Bristol, United Kingdom S Three Full time

    We are seeking a skilled Professional Recruitment Consultant to join our team in Bristol City.As a key member of our team, you will be responsible for consulting clients on their recruitment process and candidate attraction strategies. You will also attend and co-host events, headhunt top candidates in the market, and develop new business relationships.The...


  • Bristol, Bristol, United Kingdom Sanderson Recruitment Careers Full time

    Job Title: Senior Financial Management Professional - FTCSalary: £32,548At Sanderson Recruitment Careers, we are seeking a highly skilled Senior Financial Management Professional to join our client's team on a Fixed Term Contract. As an experienced finance professional, you will provide essential financial management support, accurate monthly reports, and...


  • Bristol, Bristol, United Kingdom CleverHR Full time

    Self-Employed Opportunity in BristolYou are a successful self-employed holistic financial planner seeking better arrangements. Our firm offers independence and direct authorization, helping you thrive and prosper in the current market.Benefits include:A 70% adviser split with a fixed monthly fee for office and PI costs.Flexible working hours with no targets...


  • Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time

    About the OpportunityWe are excited to offer a unique chance for a Financial Services Professional to join our dynamic team. As an Account Manager, you will have the autonomy to manage your own portfolio of clients, handling various aspects of their accounts.The successful candidate will possess excellent communication skills, a strong understanding of...


  • Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full time

    About the Opportunity:">As a Home-Based Financial Professional, you will have the freedom to work from the comfort of your own home while still enjoying the benefits of a traditional office environment. You will be responsible for managing a portfolio of clients, providing expert advice on financial products and services, and driving business growth through...


  • Bristol, Bristol, United Kingdom 00089 Leidos Europe LTD Full time

    Company Overview:00089 Leidos Europe LTD is a leading provider of defence services, working closely with the UK Ministry of Defence to enhance and improve the country's defence supply chain.About the Role:We are seeking an experienced Strategic Financial Consultant to join our team in Bristol. As a key member of our finance team, you will be responsible for...


  • Bristol, Bristol, United Kingdom Autograph Recruitment Full time

    A reputable business based in Bristol is seeking an AAT qualified Financial Professional to join their team. As a key member of the finance department, you will play a vital role in supporting the company's growth and navigating change.In this role, you will be responsible for providing high-quality financial management and leadership to ensure the company...