Financial Advisor Specialist
5 days ago
We are seeking an experienced Financial Advisor to act as a key intermediary between our client and their customers in Preston. The ideal candidate will provide clients with expert financial guidance and make recommendations on how to effectively utilize their funds.
Key Responsibilities- Strategic Advice Provision: Provide clients with strategic advice across various financial products and services, including debt management, cash management, insurance coverage, and investments.
- Client Needs Assessment: Assess the client's overall financial picture, understand their needs, and develop a solid financial plan.
- Financial Guidance: Guide clients towards profitable and secure financial decisions.
- Cultivating Relationships: Cultivate a strong client base and build win-win relationships.
- Market Research: Keep abreast of new industry trends and conduct market research to inform financial consulting.
- Plan Oversight: Oversee the course of the financial plan and update it as necessary to ensure profitability.
The successful candidate will possess excellent communication, negotiation, and presentation skills, as well as accuracy, attention to detail, and the ability to explain complex information clearly and simply. A current certificate of qualifications (FCA, CII, DipFA, CISI, or other) and degree in Finance or related field are preferred.
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Financial Advisor
5 days ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title:Financial AdvisorAbout the Role:Artemis Recruitment Consultants Ltd is seeking a Trainee Financial Adviser to join their team in Preston. This role offers an exciting opportunity for individuals looking to start their career in financial services.Responsibilities:Contact and advise clients on their financial circumstances and objectives.Maintain...
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Strategic Financial Advisor
1 month ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAgility Resoucing is seeking a Strategic Financial Advisor to drive business growth and improve financial reporting. With a strong track record of CIMA, ACA, or ACCA qualifications and commercial experience, you will work closely with the commercial team to provide analysis and insights that inform business decisions.The ideal candidate will have excellent...
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Financial Services Advisor
5 days ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is looking for a Private Client Advisor to join their team. The job purpose involves providing financial planning for clients and prospective clients in accordance with the company propositions, generating compliant initial and ongoing income. Key responsibilities include maintaining client relations, maximising potential,...
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Senior Financial Services Advisor
4 days ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are seeking a motivated and detail-oriented Trainee Adviser to join our team in Cumbria. As a Trainee Adviser, you will work closely with our experienced financial advisors to provide exceptional client service and support.Key ResponsibilitiesProspect and contact potential clients to discuss their financial needs and objectives.Conduct...
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Corporate Insolvency Advisor
4 weeks ago
Preston, Lancashire, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeJob OverviewWe are recruiting for a Corporate Insolvency Advisor to join our team at Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists.Job Summary:The successful candidate will be responsible for advising on corporate insolvency and financial restructuring matters.Key Duties:Liaise with solicitors on legal advice for wrongful trading...
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Temporary Financial Recruitment Advisor
1 month ago
Preston, Lancashire, United Kingdom Simpson Judge Ltd Full timeJoin Our TeamWe're seeking a talented Temporary Financial Recruitment Advisor to join our team in Preston Docks. As a key member of our team, you'll be responsible for delivering exceptional recruitment services to clients within the temporary and interim finance division.You'll develop strong relationships with clients and candidates, working...
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Financial Planning Specialist
5 days ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeChartered Financial Planner - CumbriaWe are seeking a Private Client Advisor to join our team at Artemis Recruitment Consultants Ltd. As a key member, you will be responsible for providing financial planning services to clients and prospective clients in accordance with the company propositions.Maintain and develop client relationships to maximise their...
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Financial Planning Trainee Specialist
4 days ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionAs a Senior Financial Services Advisor, you will be responsible for advising clients on their financial plans and strategies. This includes conducting in-depth analysis of clients' financial situations, identifying areas for improvement, and making tailored recommendations.ResponsibilitiesMeet with clients to discuss their financial goals and...
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Financial Services Specialist
4 weeks ago
Preston, Lancashire, United Kingdom Age Partnership Full timeJoin Age Partnership, a leading financial services firm, and embark on an exciting career as a Field Equity Release Adviser. This role offers a unique opportunity to provide high-quality equity release advice to existing and prospective clients while promoting Age Partnership as the premier provider of quality advice.Salary: £30,000 per annum, plus a car...
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Financial and Contractual Specialist
2 months ago
Preston, Lancashire, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in financial management, with excellent negotiation and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor construction...
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Financial Advisor
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Description:We are seeking an experienced Trainee Financial Adviser to join our team at Artemis Recruitment Consultants Ltd in Preston.The successful candidate will have a good understanding of relevant legislation affecting the financial services industry, as well as experience working within the sector. A strong knowledge of compliance processes and...
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Financial Advisor
2 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Trainee Financial Adviser - CumbriaArtemis Recruitment Consultants Ltd is seeking a highly motivated and ambitious individual to join their team as a Trainee Financial Adviser in Cumbria.Role Overview:The successful candidate will be responsible for advising clients on their financial circumstances and objectives, while maintaining high standards...
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Financial Planning Specialist
2 months ago
Preston, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000At beBee Professionals, we are seeking a highly skilled Financial Planning Specialist to lead our finance team in Preston, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts,...
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Equity Release Advisor
4 weeks ago
Preston, Lancashire, United Kingdom Age Partnership Full timeAre you a motivated and experienced professional seeking a challenging role in regulated financial services? Do you have a passion for providing high-quality equity release advice? Join Age Partnership, a leading financial services firm, and take on the exciting challenge of becoming a Field Equity Release Adviser.Salary: £30,000 per annum, plus a car...
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Financial Transaction Specialist
3 weeks ago
Preston, Lancashire, United Kingdom JAM Recruitment Ltd Full timeFinancial Transaction SpecialistWe are seeking a highly skilled Financial Transaction Specialist to join our team in Preston. As an experienced professional, you will be responsible for the efficient processing of financial transactions, ensuring accuracy and timeliness.The ideal candidate will have a strong background in finance, with experience in...
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Financial Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time**Job Purpose:**We are seeking a Private Client Advisor to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for meeting with clients and prospective clients to provide financial planning services, in accordance with the company's propositions.To Be Successful In This Role:You will need to research, analyze...
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Customer Experience Specialist Advisor
1 week ago
Preston, Lancashire, United Kingdom Group 1 Automotive Full timeAre you passionate about delivering world-class customer experiences? Do you have what it takes to succeed in a dynamic sales and service environment?We are seeking a skilled Customer Experience Specialist Advisor to join our team at JLR Preston. As a representative of Group 1 Automotive, you will play a key role in shaping the customer journey and ensuring...
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Financial Management Specialist
1 month ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAbout the Role:We are seeking a highly skilled Financial Management Specialist to join our team at Agility Resourcing. The ideal candidate will have a strong background in credit control and be able to effectively manage accounts receivable.The successful candidate will be responsible for collecting debt from customers, reconciling customer accounts, and...
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Financial Restructuring Specialist
4 weeks ago
Preston, Lancashire, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeJob DescriptionLevitate Recruitment - Accountancy and Insolvency Recruitment Specialists is seeking a skilled Financial Restructuring Specialist to join their team.About the Role:Liaise with solicitors on legal advice for wrongful trading and antecedent transactions.Identify and report risk issues to management.Key Responsibilities:The successful candidate...
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Accounting and Financial Planning Specialist
1 month ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeWe are seeking an experienced Accounting and Financial Planning Specialist to join our team at Agility Resourcing. As a key member of the finance team, this individual will be responsible for managing stock takes, producing month-end and year-end accounts, and calculating costs for new products.About the PositionA proven track record of delivering...