Financial Services Consultant
1 day ago
Join a respected IFA firm as a financial advisor, working from home with quality leads and existing clients. This employed job opportunity is based near Newbury / Andover / Basingstoke.
Your goal is to understand clients' current and future goals, designing strategies that match their objectives. Alongside servicing provided clients, convert business opportunities through company marketing initiatives and build the portfolio through proactive activities such as referrals, networking, and social media engagement.
You will deliver advice to clients through in-person meetings, Microsoft Teams, or regional offices. Requirements include a Level 4 Diploma in Financial Advice with CAS status and a proven track record in converting business opportunities. Full back office support and training towards Chartered status are provided.
This role offers a salary of £42,000 - £72,000 subject to experience and qualifications, plus holiday pay, phone, laptop, and bonus structure. Work from home with travel to meet clients or use regional offices.
Key benefits include a competitive salary, full back office support, and opportunities for career advancement.
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Financial Services Consultant
1 month ago
Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants LtdWe are seeking an experienced Financial Adviser to join our team in Basingstoke.Key Responsibilities:Prospecting and contacting potential clients in accordance with the firm's business plan.Maintaining accurate client information before making recommendations.FOLLOWING relevant advice and sales procedures at all...
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Financial Services Expert
4 days ago
Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany Overview">Artemis Recruitment Consultants Ltd is a leading recruitment agency in the UK, specializing in placing top talent in financial services and advisory roles. We are currently looking for an experienced Financial Adviser to join our client's team in Basingstoke.
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Senior Financial Consultant
4 weeks ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our firm as a Senior Financial Consultant.Job SummaryThis is a fantastic opportunity for a skilled Financial Advisor to work from home, benefit from quality leads and existing clients, and be part of a successful business featured in industry press.Key ResponsibilitiesAs a Senior Financial...
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Financial Planning Consultant
2 days ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time £40,000 - £75,000We are seeking a seasoned Financial Planner to join our esteemed team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for servicing existing clients and converting business opportunities provided by company marketing initiatives.Key Responsibilities:Deliver expert financial advice to clients through a mix of in-person meetings,...
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Professional Financial Services Provider
2 days ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full time £40,000 - £75,000We are recruiting a seasoned Financial Services Consultant to join our team at Premier Jobs UK Limited. As a Home-Based Financial Advisor, you will provide expert financial guidance to clients across various locations, leveraging a mix of in-person and virtual consultations.Requirements:Level 4 Diploma qualified Financial Advisor with CAS status for...
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Financial Services Specialist
4 weeks ago
Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob SummaryArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Services Specialist to join their team in Basingstoke. This is an exciting opportunity for a motivated individual to work with clients, providing expert advice and guidance on financial matters.Key Responsibilities:Maintaining accurate records of client interactions and...
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Financial Services Professional
1 week ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeWe are looking for a skilled Financial Services Professional to join our team based in the UK. This is an excellent opportunity for an experienced Financial Advisor to work from home and enjoy a stable career with a highly respected IFA firm.The role offers a competitive salary of around £50,000 - £60,000 per annum, depending on experience, as well as...
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Service Design Consultant
6 days ago
Basingstoke, Hampshire, United Kingdom Xylem Full timeService Design ConsultantThe Service Design Consultant will play a pivotal role in designing service models and creating robust support structures to enhance customer offerings. This position requires a strategic thinker with a strong analytical background who will work closely with stakeholders to understand business needs, document requirements, and design...
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Financial Transactions Specialist
1 day ago
Basingstoke, Hampshire, United Kingdom Polar Recruitment Services Full timePolar Recruitment Services is seeking a highly skilled Financial Transactions Specialist to join their team. This role offers an attractive salary of approximately £45,000 - £60,000 per annum, commensurate with experience.The ideal candidate will possess strong financial and analytical skills, with a proven ability to interpret company accounts and provide...
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Financial Services Trainee
4 weeks ago
Basingstoke, Hampshire, United Kingdom Investigo Full timeOur client, a fast-growing industry leader, is looking for a skilled Financial Services Trainee to join their finance team on a permanent basis.In this role, you will be responsible for preparing and reviewing financial statements and supporting information requests for tax return completion. You will also support indirect tax, local tax, and ad hoc...
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Financial Services Coordinator
3 days ago
Basingstoke, Hampshire, United Kingdom Butler Rose Full timeButler Rose is seeking a highly skilled Financial Services Coordinator to join our team in Basingstoke.The successful candidate will be responsible for providing bookkeeping services to our clients, including completing full bookkeeping for all clients, ensuring accurate and timely completion of general bookkeeping tasks, and managing monthly and weekly...
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Financial Services Coordinator
4 weeks ago
Basingstoke, Hampshire, United Kingdom CMA Recruitment Group Full timeCMA Recruitment Group is pleased to present a fantastic opportunity for a Financial Services Coordinator to join their financial services company in Basingstoke. As a key member of the team, you will provide vital support to central finance teams, contractors, and colleagues to ensure seamless day-to-day operations.Responsibilities and...
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Financial Services Representative
4 hours ago
Basingstoke, Hampshire, United Kingdom Metro Bank Plc Full timeMetro Bank Plc is committed to creating a workplace where everyone feels valued, respected, and included. As a Financial Services Representative, you will play a key role in delivering exceptional service and building strong relationships with our customers.We believe in the importance of community banking, working closely with local businesses and...
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Financial Services Specialist
6 days ago
Basingstoke, Hampshire, United Kingdom Cedar Recruitment Careers Full time**About the Opportunity**Cedar Recruitment Careers is recruiting for a Financial Services Specialist to join their team in Basingstoke. As a Compliance Specialist, you will provide regulatory guidance and support to drive a culture rooted in Conduct Risk and Customer Outcomes.The ideal candidate will have expertise in compliance audit or a regulated sales...
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Financial Planning Consultant
4 weeks ago
Basingstoke, Hampshire, United Kingdom Premier Jobs UK Limited Full timeJob Overview:Premier Jobs UK Limited is seeking a skilled Financial Adviser to take over an existing client bank in Hampshire and Surrey, with opportunities for growth.The successful candidate will have Chartered status or be working towards it and will provide holistic financial planning advice to existing clients, generating recurring income.Key...
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Customer Service Manager
1 week ago
Basingstoke, Hampshire, United Kingdom FNZ (UK) Ltd Full timeAbout the RoleWe are seeking a talented Financial Services Professional to join our team as a Pension and Investment Specialist.The successful candidate will work closely with customers and advisers to administer requests related to Pension, ISA, and GI accounts. We offer a competitive salary of £50,000 - £70,000 per annum, based on experience.About FNZFNZ...
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Financial Services Specialist
1 month ago
Basingstoke, Hampshire, United Kingdom Hampshire County Council Full timeJob DetailsJob Title: Finance AdviserHours per week: 37Contract Type: PermanentClosing Date: Not specifiedHampshire County Council is seeking a skilled Finance Adviser to join our Education Financial Services team. The successful candidate will be responsible for providing financial support and advice to school staff, ensuring effective financial management...
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Professional Financial Services Expert
1 month ago
Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description:We are seeking a highly skilled Financial Adviser to join our team in Basingstoke. As a key member of our team, you will be responsible for providing expert advice on financial products and services to clients.Responsibilities:Prospecting and contacting potential clients to develop new business opportunities.Conducting needs analyses to...
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Graduate Financial Services Role
4 weeks ago
Basingstoke, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description: As a Trainee Financial Adviser, you will play a key role in supporting senior advisers and their teams in delivering high-quality financial services to clients. This is an exciting opportunity to develop skills and knowledge in financial services, while working in a dynamic and supportive environment.Key Responsibilities:Support senior...
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Financial Services Accountant Position
1 week ago
Basingstoke, Hampshire, United Kingdom Venture Recruitment Partners Full timeJob OverviewVenture Recruitment Partners seeks a skilled Accountant - Financial Services (Permanent) to join their team.The successful candidate will be responsible for providing financial control, accounting, and reporting services as part of a large finance team.