Financial Advisor

6 days ago


Bradford, Bradford, United Kingdom Meraki Talent Ltd Full time
About the Role

We are seeking skilled File Review/ Claims Handler consultants to join Meraki Talent Ltd. The ideal candidate will have experience in suitability of advice file review and a Diploma Level 4 Qualification, preferably with a Diploma in Financial Advice and Diploma in Financial Planning.

Key Responsibilities:

  • Review files for suitability of advice
  • Analyze financial data to ensure compliance
  • Provide expert recommendations for improvement

Benefits:

  • A competitive day rate (£30,000 - £40,000 per annum)
  • A hybrid working arrangement, with 2-3 days per week spent in our office in Bradford
  • The opportunity to work with a prestigious consultancy client

Requirements:

  • Diploma Level 4 Qualification (Diploma in Financial Advice and Diploma in Financial Planning)
  • Experience of SIPPS or broader general investment products, stocks and shares


  • Bradford, Bradford, United Kingdom Lime Search & Select Ltd Full time

    We are seeking a highly skilled Administrative Support for Mortgage Advisors to join our team at Lime People Search & Select Ltd. As an experienced administrative professional, you will provide vital support to our mortgage advisors, ensuring seamless day-to-day operations.Your key responsibilities will include preparing reports, maintaining accurate...


  • Bradford, Bradford, United Kingdom Lime Search & Select Ltd Full time

    We are an Independent Financial Advisory firm, dedicated to providing sound financial planning services to businesses and individuals. Our team is seeking a skilled Financial Planning Assistant to support our mortgage advisors in delivering exceptional client experiences.The successful candidate will have 1-3 years of experience working within the Financial...


  • Bradford, Bradford, United Kingdom Lime Search & Select Ltd Full time

    **Career Opportunity:**This is an exciting opportunity for someone looking to develop their career in the Financial Services sector. As a Mortgage and Protection Administrator, you will have the chance to gain valuable experience working with mortgage advisers and developing your skills in administration and customer service.About the Role:The successful...


  • Bradford, Bradford, United Kingdom Yorkshire Water Full time

    We are seeking an Income Collection Advisor to join our team at Yorkshire Water. As an Income Collection Advisor, you will be responsible for advising customers on available income collection options and developing strategies to optimize income collection.The ideal candidate will have excellent communication skills, a strong understanding of financial...


  • Bradford, Bradford, United Kingdom Sewell Wallis Ltd Full time

    About Sewell Wallis Ltd\We are a growing SME based in Bradford, looking for an experienced Finance Manager to join our team. With a strong focus on long-term business decisions, this role will play a key part in driving our success.\Job Summary\We are seeking a highly skilled and motivated Finance Manager to lead our financial planning and control functions....


  • Bradford, Bradford, United Kingdom Sewell Wallis Ltd Full time

    About Us\Sewell Wallis Ltd is a dynamic and growing SME based in Bradford, with a strong focus on long-term business decisions.\The Role\We are seeking an experienced Finance Manager to join our Senior Leadership Team (SLT) and lead our financial planning and control functions.\Your Key Responsibilities:\Develop and implement financial strategies to support...


  • Bradford, Bradford, United Kingdom Lime Search & Select Ltd Full time

    Lime People Search & Select Ltd, a leading provider of financial services, is currently seeking a skilled Mortgage and Protection Support Specialist to join their team. As an Administrative Support Specialist, you will provide critical assistance to mortgage advisors in preparing reports, scheduling client appointments, and updating files.In addition to...


  • Bradford, Bradford, United Kingdom Azets Full time

    About UsAzets is a respected firm of accountants and business advisors serving the UK, Ireland, and Nordic regions. Our organization boasts a vast network of professionals and numerous opportunities to join our team.We hold a strong reputation as a top ten accountancy firm in the UK and the largest SME practice.Job SummaryThis role offers the opportunity to...


  • Bradford, Bradford, United Kingdom Yorkshire Building Society Full time

    We are currently seeking a Transformational Risk Management Lead to join our Operational Risk team at Yorkshire Building Society. This is a fantastic opportunity for a skilled professional with experience in risk management and governance to contribute to our organisation's success.About the PositionYour primary responsibility will be to work with our...


  • Bradford, Bradford, United Kingdom JCT600 Full time

    About JCT600JCT600 is a leading dealership with a long history of delivering exceptional customer experiences. As a trusted family business, we are committed to providing a supportive and inclusive work environment that fosters growth and development for our colleagues.Job SummaryWe are seeking a highly motivated and customer-focused Senior Service Advisor...

  • Financial Advisor

    3 weeks ago


    Tong, Bradford, United Kingdom CV-Library Full time

    Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection. Due to the size of the business they...

  • Sales Advisor

    2 days ago


    Bradford, United Kingdom Financial advice line Full time

    We are a rapidly growing insolvency business who is looking for a smart, intelligent, well spoken, highly driven and most of all motivated individual. We prefer to take people on who have telephony experience in the IVA or financial services. You will be part of a dynamic team where you will be given the opportunity to prosper, progress and earn a lot of...


  • Bradford, United Kingdom Kemp Recruitment Ltd Full time

    Position: Parts Advisor Location: Cleckheaton, West Yorkshire **Salary**: £24,000- £25,000 OTE: £27,000 Commercial Vehicle Dealership Shift: Monday - Friday week 1 08:00-17:00, Week 2 8:00-6 1/2 Saturday 08:00-12:00 Due to our continued growth, our client is looking for an experienced and enthusiastic Parts Advisor to join their team. Ideally you would...

  • Trainee Debt Advisor

    13 hours ago


    Bradford, United Kingdom Christians Against Poverty Full time

    Job Profile: Debt Operations **Trainee Debt Advisor** **Whether you have worked in debt advice before or are looking for a new** **opportunity we can help you develop your skills and knowledge to join our debt** **help team. If you are confident with numbers, can deliver excellent customer** **service and are compassionate, but emotionally resilient then...

  • HR Advisor

    7 months ago


    Bradford, United Kingdom Nano Fibre UK Full time

    We have an exciting opportunity for an ambitious and experienced HR Advisor to join our team at Nano Fibre UK. Due to sustained growth we are looking for a new member for our HR team here to assist the Head of HR in the delivery of the day to day HR and key HR team initiatives and projects. This role will be varied and will offer an opportunity to support...


  • Bradford, United Kingdom TRCGroup Full time

    **Customer Service Advisor - LS27 - IMMEDIATE START AVAILABLE** **Temp to perm - £11.28 P/H - 9am - 5pm Monday to Friday - High Street Discounts - Onsite parking + Much More.** **Our Client** Our client is a market leader in the sale of pre owed goods and they are looking to recruit for their ever-expanding Customer Service team based in Morley. **The...

  • Onboarding Advisor

    7 months ago


    Bradford, United Kingdom Anchor Trust Full time

    Are you a highly organised and detail-oriented individual with a passion for recruitment and providing exceptional administrative support? If so, we have an exciting opportunity for you to join our team as an Onboarding Advisor! About you We hire a lot of amazing new talent every month at Anchor, so we’re looking for an Onboarding Advisor who’s used...


  • Bradford, United Kingdom Tate Recruitment Limited Full time

    **Customer Service Advisor** **Bradford** **Start date - 22**nd** April** How would you like to work within a specialist department combatting Fraud and Scams that affect vulnerable customers every single day? What about a rewarding role within a well-known Financial Services company that cares about their customers and supports them in their moments of...

  • Resourcing Advisor

    7 months ago


    Bradford, United Kingdom Anchor Trust Full time

    **Resourcing Advisor - 3 Month Fixed Term Contract** **Hybrid Working - Home/Bradford** **£22,000-£25,000 per annum, pro rata, based on experience** As a Resourcing Advisor at Anchor, your primary responsibility is to provide support in the delivery of a first class, professional recruitment service to Anchor stakeholders. You will provide advice and...

  • Resourcing Advisor

    7 months ago


    Bradford, United Kingdom Anchor Trust Full time

    **Resourcing Advisor** **Hybrid Working - Home/Bradford** **£22,000-£25,000 per annum, based on experience** As a Resourcing Advisor at Anchor, your primary responsibility is to support a first-class, professional recruitment service to our stakeholders. You will contribute to the development and execution of short, medium, and long-term strategies for...


  • Bradford, United Kingdom Anchor Full time

    **Job Title: Customer Account Advisor** **Location: Bradford (Hybrid working available following successful probationary period)** **Salary: £26,100 per annum depending on experience** **About Us** Anchor is the largest provider of specialist housing and care for people in later life in England, employing more than 9,000 people throughout England. We...


  • Bradford, United Kingdom Anchor Trust Full time

    **About the Role**: Are you an experienced Recruitment Compliance and Onboarding lead, specialising in recruitment Onboarding, Pre-Employment Screening, Right to Work, Security & Vetting, and/or Immigration? Anchor are seeking an experienced Senior Onboarding Advisor to support a small team in providing an outstanding end-to-end onboarding process across...


  • Bradford, United Kingdom Anchor Trust Full time

    **The role**:Customer Services Advisor - On Call **Location**:Bradford **Salary**:£20,435.01 increasing to £21,435.01 after successful probation. 5 week rota which includes a variety of day and night shifts, weekends and all bank holidays **About the role**: We are the largest not-for-profit provider on housing and care for older people in England and...


  • Bradford, United Kingdom Anchor Full time

    **The role**:Customer Services Advisor - On Call **Location**:Bradford **Salary**: £21,865 per annum, rising to £22,935 after successful probation. **Hours**: Saturday and Sunday - 15:00 to 23:00pm **About the role**: We are the largest not-for-profit provider on housing and care for older people in England and manage 60,000 homes for people in later...


  • Bradford, United Kingdom Anchor Full time

    **The role**:Customer Services Advisor - On Call **Location**:Bradford **Salary**:£24,000 per annum, pro rata, increasing to £25,000 per annum, pro rata after successful probation. **Hours**:15 hours per week, Saturday and Sunday, 13.30-21.30 **About the role**: We are the largest not-for-profit provider on housing and care for older people in England...


  • Bradford, United Kingdom Anchor Full time

    **The role**:Customer Services Advisor - On Call **Location**:Bradford **Salary**:£24,000 increasing to £25,000 after successful probation. **About the role**: We are the largest not-for-profit provider on housing and care for older people in England and manage 60,000 homes for people in later life across almost 1,700 sites. In addition, we have several...


  • Bradford, United Kingdom La Redoute Full time

    **West Yorkshire An excellent opportunity for experienced Customer Experience Advisors to join La Redoute UK, a leading online retailer based in Bradford. **No evening or Sunday working!** Founded in 1837 in France, La Redoute came to the UK in 1995. Our roots were in traditional mail order fashion, but we are now at the forefront of digital retailing. If...


  • Bradford, United Kingdom Anchor Trust Full time

    **Job Title: Customer Service Advisor - Complaints** **Location: Bradford** **Salary: £21,865 per annum, pro rata** **Contract Type: 5 Month Fixed Term Contract** **Hours: 37.5** **About Us** Anchor is the largest provider of specialist housing and care for people in later life in England, employing more than 9,000 people throughout England. We...


  • Bradford, United Kingdom Anchor Full time

    Job Title: Customer Service Advisor Location: Bradford **Salary**: £24,000 rising to £25,000 after successful completion of a 6 months’ probation Contract Type: Hours: 37.5 **About Us** Anchor is the largest provider of specialist housing and care for people in later life in England, employing more than 9,000 people throughout England. We provide...


  • Bradford, United Kingdom Anchor Full time

    **Customer Services Advisor - Lettings** **Location**: Bradford **Salary**: £20,435.01 rising to £21,440.08 after successful completion of a 6 months’ probation **Contract Type**: up to 12 Months Fixed Term **Hours**:37.5 per week, between 8am and 6pm **About the role**: Anchor’s Customer Centre provides sector leading customer service, offering...