Financial Planning Specialist

3 weeks ago


Carmarthen, United Kingdom Premier Jobs UK Full time

Financial Advisor Job Description

This is a unique opportunity to join a highly respected IFA firm as a Financial Advisor. The business typically provides existing clients for you to service, either from internal changes or retiring advisers. Your goal is to understand your clients' current and future goals and design strategies to match their objectives.

Alongside servicing clients, you will look to convert business opportunities provided through company marketing initiatives. You should also build the portfolio through proactive activities, including asking for referrals, networking, and utilizing social media.

As a Financial Advisor, you will deliver advice to clients through a mixture of in-person meetings, virtual meetings via Microsoft Teams, or in one of the company's regional offices.

Financial Advisor Requirements

  • You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • Our client is happy to consider individuals relatively early in their advising career, through to highly experienced.
  • You should have a proven, demonstrable track record in being able to convert business opportunities.
  • Individuals close to Chartered status would be preferred.

Benefits

  • Salary of £50,000 - £75,000 subject to experience and qualifications.
  • Plus, IFAs will receive holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
  • Home-based role with travel to meet clients in person and use of their regional offices if preferred.
  • Self-employed option available, if you would prefer.

Location

Carmarthen

Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts is accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.



  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Opportunity to Excel in Financial ServicesThis is a chance to work with a respected IFA firm that continually enhances their client proposition and gains recognition in the industry press.You will be provided with quality leads and an existing client bank, allowing you to focus on delivering exceptional service and building strong relationships.Key...


  • Carmarthen, Carmarthenshire, United Kingdom Yolk Recruitment Ltd Full time

    Our dynamic organisation is seeking a highly skilled Senior Financial Planning Accountant to play a pivotal role in shaping financial insights and supporting strategic decision-making across departments.About the RolePrepare and review accurate monthly management accounts and performance reports for senior leadership, leveraging advanced Excel skills.Act as...

  • Financial Advisor

    3 weeks ago


    Carmarthen, United Kingdom CV-Library Full time

    Are you an experienced Financial Advisor near Carmarthen, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to...


  • Carmarthen, United Kingdom Hays Accountancy and Finance Full time

    Job Summary: We are seeking a highly skilled Senior Financial Analyst to join our team at Hays Accountancy and Finance. As a Senior Financial Analyst, you will be responsible for managing the financial planning and analysis function, providing financial insights and recommendations to senior management, and ensuring the accuracy and timeliness of financial...


  • Carmarthen, United Kingdom Hays Accountancy and Finance Full time

    **Key Responsibilities:**Purchase ledger and sales ledger managementMonthly bank reconciliation and daily retail reconciliationsProcessing of sales orders, cash allocations, and stock controlRole Overview: We are seeking an experienced bookkeeper to join our team. As a key member of our office team, you will be responsible for managing financial...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Job SummaryA highly respected Independent Financial Advisor firm is seeking an experienced Financial Advisor to join their team.The ideal candidate will have a Level 4 Diploma in financial planning and be able to provide high-quality advice to clients.Key responsibilities include servicing existing clients, converting business opportunities and building a...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking an accomplished, highly motivated CCAB or equivalent qualified accountant to join our ambitious team as a Finance Business Partner. This role supports the Senior Finance Business Partner and Deputy Director of Finance in providing high quality and robust strategic financial management business support and customer focused...

  • Window Cleaner

    5 months ago


    Carmarthen, United Kingdom Nationwide Specialist Services Full time

    **Retail Window Cleaner at NSS Group (Cleaning)** **Day work 5am - 1pm, 40 hours (Monday to Friday)** **£11.50 per hour £12.75 Overtime** **(No experience necessary, full training will be provided)** **Responsibilities of the role**: - To travel to various building locations within your region to deliver low-level window cleaning services using a...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    **Exciting Opportunity for a Financial Advisor**This role offers a unique chance to join a respected IFA firm as a Home-Based Financial Advisor. You will be responsible for servicing existing clients, converting business opportunities, and building your portfolio through proactive activities.Key Requirements:Level 4 Diploma qualified Financial Advisor with...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Carmarthen, working from home with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business...


  • Carmarthen, United Kingdom Hywel Dda University Health Board Full time

    An exciting opportunity has arisen within our Specialist Eating Disorder Service for an experienced and enthusiastic clinician to join our dynamic multi-disciplinary team to help deliver a high quality effective service to individuals with Eating Disorders. You will be joining a very experienced, multi-disciplinary team of nurses, psychotherapists,...

  • Accounts Specialist

    4 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom Perfect Placement Full time

    Accounts Assistant OpportunityWe are seeking a skilled Accounts Assistant to join our team at Perfect Placement. As a key member of our finance department, you will be responsible for managing the input of purchase ledger invoices, preparing daily banking, and reconciling control accounts.Key Responsibilities:Input of purchase ledger invoicesPreparation of...


  • Carmarthen, United Kingdom Care Cymru Full time

    About the Role:We have an exciting opportunity to welcome a Community Care Specialist to our team.As a Community Care Specialist, you will be working closely with people who have recently been discharged from hospital or deemed to require an urgent package of care. You will assess their needs and create a person-centred care plan for them, while also risk...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    Job SummaryAn exciting opportunity has arisen for a full-time experienced Nutrition Specialist Nurse to join the team at Hywel Dda University Health Board.Main ResponsibilitiesThe post holder will be responsible for a caseload of patients with enteral and parenteral feeding tubes, coordinating their inpatient and community care, working with the...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    Job SummaryAn exciting opportunity has arisen for a full-time experienced Nutrition Specialist Nurse to join the team at Hywel Dda University Health Board.Main ResponsibilitiesThe post holder will be responsible for a caseload of patients with enteral and parenteral feeding tubes, coordinating their inpatient and community care, working with the...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the roleThe ideal candidate will be responsible for supporting the Recruitment Campaign Specialist on a range of recruitment campaigns across Hywel Dda University Health Board.Main dutiesAssist the Recruitment Campaign Specialist with planning, implementation, and delivery of specific recruitment projects.Provide administrative support for recruitment...


  • Carmarthen, Carmarthenshire, United Kingdom Direct Medics Full time

    We are seeking a Specialist Learning Disabilities Professional to join our team at Direct Medics. The ideal candidate will have experience in working with individuals with learning disabilities and will be able to provide high-quality care and support.Key Responsibilities:Provide specialist care and support to individuals with learning disabilitiesWork...

  • Nurse Specialist

    4 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom NHS Full time

    About the RoleWe are seeking a highly motivated and patient-focused Long Term Care Specialist Nurse to join our team. As a key member of our NHS Long Term Care Service, you will be responsible for providing high-quality care to patients in care homes across the Hywel Dda University Health Board area.Key ResponsibilitiesAssess and care for patients with...

  • Nurse Specialist

    4 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom NHS Full time

    About the RoleWe are seeking a highly motivated and patient-focused Long Term Care Specialist Nurse to join our team. As a key member of our NHS Long Term Care Service, you will be responsible for providing high-quality care to patients in care homes across the Hywel Dda University Health Board area.Key ResponsibilitiesAssess and care for patients with...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking an accomplished and highly motivated Associate Finance Business Partner to join our team at Hywel Dda University Health Board. As a key member of our finance team, you will provide high-quality and robust strategic financial management business support and customer-focused financial support for our directorates.Key...