Financial Services Consultant

1 day ago


Swindon, Swindon, United Kingdom Spicerhaart Group Ltd. Full time
Company Overview
Mortgage and Protection Adviser at Spicerhaart Group Ltd. plays a vital role in providing expert financial services to clients, ensuring they receive tailored advice on mortgage and protection options.

Salary
We offer an attractive compensation package including an estimated £42,667 annual salary (dependent on experience) and a fully uncapped commission scheme.

Job Description
This dynamic role involves generating and maintaining client relationships, maximising in-branch opportunities, and working closely with the Estate Agency team, Admin team, Training and Development team, Compliance team, and Divisional Sales Director to ensure efficient processes for clients. Responsibilities include spinning multiple plates, mastering multitasking, and managing numerous responsibilities and tasks.

Required Skills and Qualifications
To succeed as a Mortgage and Protection Adviser, you must have essential experience in Mortgage and Protection Advising and hold a CeMAP qualification or equivalent. Additionally, you should be legally entitled to live and work in the UK, and possess relevant documentation such as a passport, birth certificate, or full UK driving licence.

Benefits
We offer a comprehensive benefits package including company car or £250 monthly car allowance, company laptop, bespoke digital marketing package, dedicated training and coaching, clear career path, and employee 24/7 Assistance Programme.

Working Hours
This is a full-time office-based role with Monday-Friday 08:30-18:00 hours and alternate Saturdays 09:00-17:00.

  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    About Us">Monahans Financial Services Limited is a leading provider of financial services, seeking a highly skilled Account Payable Clerk Hybrid to join our team. This role offers the opportunity to work as part of our internal finance team, reporting directly to the Management Accountant.">Key Responsibilities">">We are looking for an individual with...


  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    Job DescriptionWe are seeking a highly skilled Account Payable Clerk Hybrid to join our team at Monahans Financial Services Limited in Swindon. This is an exciting opportunity for an experienced professional to work closely with the internal finance team, reporting to the Management Accountant.The key focus of this role is to produce timely and accurate...


  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    Job Description:The Corporate Financial Insights Manager position at Monahans Financial Services Limited involves providing strategic support to our senior leadership team through detailed financial analysis and reporting.Key Tasks:Develop and implement advanced financial models to support business strategyAnalyse and interpret complex financial data to...


  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    Job Overview:We are seeking a highly skilled Senior Financial Planning Specialist to join our team at Monahans Financial Services Limited. This role is ideal for an individual with expertise in financial planning, analysis, and reporting.Key Responsibilities:Perform weekly data analysis and create comprehensive reports to inform business decisionsDevelop and...


  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    About the Role:Monahans Financial Services Limited is looking for a talented Financial Data Analyst and Strategist to join our finance team. As a key member of our team, you will play a vital role in supporting the financial activities of our practice.Main Responsibilities:Conduct weekly data analysis and generate insightful reports to facilitate informed...


  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    Job DetailsWe are seeking a highly motivated Corporate Financial Data Analyst to join our team at Monahans Financial Services Limited in Swindon.About the Role:Job Type: Full-timeSalary: £50,000 - £60,000 per annumBenefits: Competitive benefits package, including health insurance, pension scheme, and annual leaveLocation: SwindonReports to: Financial...

  • Senior Tax Consultant

    4 weeks ago


    Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    About MonahansAt Monahans Financial Services Limited, we are a leading provider of accounting and business advisory services in the South West. Our rich heritage spanning over 120 years has enabled us to establish a network of offices across Wiltshire and Somerset. We pride ourselves on fostering a supportive environment where professional growth and...


  • Swindon, Swindon, United Kingdom Ingeus Full time

    Job Summary:Ingeus seeks a Financial Consultant to join their team. As a Debt Management Specialist, you will be responsible for providing comprehensive debt advice and support to clients across Wiltshire.Key Responsibilities:Conduct thorough assessments of clients' financial situations to create personalized debt management plans.Liaise with creditors and...


  • Swindon, Swindon, United Kingdom Quilter Financial Planning Full time

    Join our dynamic financial planning practice as a Financial Adviser and expand your career with our comprehensive training and support. You will be working closely with a team of experienced professionals to provide first-class financial advice to a diverse range of clients.Key Responsibilities:Deliver tailored financial advice to clients on investments,...


  • Swindon, Swindon, United Kingdom Openwork Full time

    Financial Services CoordinatorWe are seeking an experienced Financial Services Coordinator to join our team. As a Financial Services Coordinator, you will be responsible for daily cash flow forecasting and bank transfer, daily bank transaction uploads to Dynamics, and manual payments using online banking platform.You should have a solid understanding of...


  • Swindon, Swindon, United Kingdom Robert Half International Full time

    Robert Half International is seeking a highly skilled Senior Financial Consultant to join their team in Swindon. The ideal candidate will have experience in delivering corporate restructuring projects and possess strong technical knowledge of UK Accounting standards.Key Responsibilities:Delivering complex financial projects in large organisationsProviding...


  • Swindon, Swindon, United Kingdom Tata Consultancy Services Full time

    Job Description:We are seeking a highly skilled Financial Data Specialist to join our team at Tata Consultancy Services. As a key member of our finance department, you will be responsible for ensuring the accuracy and integrity of financial data.About the Role:You will analyse and design reconciliation processes to ensure seamless migration from current...


  • Swindon, Swindon, United Kingdom Tata Consultancy Services Full time

    About the Job:We are looking for a talented Reconciliation Solutions Consultant to join our team at Tata Consultancy Services. As a key member of our finance department, you will be responsible for ensuring the accuracy and integrity of financial data.Your Key Responsibilities:Design and implement reconciliation processes to ensure seamless migration from...


  • Swindon, Swindon, United Kingdom CV-Library Full time

    A leading mortgage organisation in the UK is seeking a highly organised and computer literate Financial Services Coordinator due to expansion.About the Role:The successful candidate will provide effective support to our team of expert mortgage consultants, ensuring timely progression of customer cases. Key responsibilities include working closely with...


  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    Purpose of the RoleThe Private Client Tax Consultancy Director will play a key role in our Private Client team, leading the delivery of tailored tax consultancy services to our most affluent clients. This involves managing a diverse portfolio of high net worth individuals, overseeing all aspects of their personal tax requirements. The successful candidate...

  • Analytics Consultant

    4 weeks ago


    Swindon, Swindon, United Kingdom Nationwide Building Society Full time

    Nationwide Building Society is a leader in the financial services industry, with a reputation for delivering high-quality products and services to our members. As part of our Fraud Analytics function, we are seeking an experienced Senior Consultant to join our team.This role offers the opportunity to work with a talented team of professionals, contributing...


  • Swindon, Swindon, United Kingdom Rialtas Business Solutions Limited Full time

    At Rialtas Business Solutions Limited, we are currently seeking a highly skilled Finance Software Consultant to join our team on a permanent basis. This is an exciting opportunity to work alongside a dedicated and inclusive team, providing financial software solutions to our clients.This role involves installing financial software, setting up chart of...


  • Swindon, Swindon, United Kingdom Openwork Full time

    Job Title: Accounts Payable ClerkWe are seeking a detail-oriented and experienced Accounts Payable Clerk to join our team, helping us achieve operational objectives and deliver high-quality services.Your key responsibilities will include processing and managing expense claims, as well as improving and streamlining processes to enhance accuracy and...


  • Swindon, Swindon, United Kingdom Monahans Financial Services Limited Full time

    Job SummaryWe are currently looking for a talented Senior Accounting Analyst to join our team at Monahans Financial Services Limited in Swindon.About the Role:Job Type: Full-timeSalary: £60,000 - £70,000 per annumBenefits: Competitive benefits package, including health insurance, pension scheme, and annual leaveLocation: SwindonReports to: Financial...


  • Swindon, Swindon, United Kingdom WHSmith Full time

    We are seeking an experienced Operational Cost Support Analyst to join our International Finance team at WHSmith. As a key member of the team, you will play a crucial role in creating an environment for creativity and trailblazing.Our team is dedicated to going the extra mile for customers and enabling growth. We believe in collaboration and innovation, and...