Diploma Qualified Financial Adviser
3 weeks ago
We are recruiting a Junior Financial Advisor to join our team in Bromsgrove. The successful candidate will provide ongoing annual servicing to existing clients, reviewing their financial circumstances and identifying future objectives.
The ideal candidate will hold full Level 4 Diploma in Financial Planning or equivalent and have a positive approach towards technology. You will be confident talking to clients via video conferencing and proactive in spotting new business opportunities.
Responsibilities and Benefits- Annual reviews of clients' financial circumstances
- Maintaining and building client relationships
- Spotting new business opportunities
We offer a competitive salary of £30,000 - £35,000 subject to experience and qualifications, plus a discretionary annual bonus following completion of a year's service. Additionally, you will receive flexible working with good holiday allowance and option to buy and sell holidays, contributory pension scheme, and death-in-service benefit.
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Diploma Qualified Financial Adviser
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full timeWe are seeking a highly motivated Diploma Qualified Financial Adviser to join our team at Premier Jobs UK. As a key member of our team, you will be responsible for conducting in-depth annual reviews of clients' financial circumstances and identifying future objectives.The ideal candidate will have a strong background in financial planning and a Diploma in...
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Diploma Qualified Financial Adviser
4 days ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited is looking for a talented Financial Adviser to join our team in Bromsgrove. This employed opportunity is ideal for a Diploma qualified individual keen to develop their skills and knowledge in financial planning.About the RoleAs a Financial Adviser, you will provide ongoing annual servicing to clients, enabling you to maintain and...
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Diploma Qualified Adviser
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited is seeking an experienced Financial Adviser to join their team in Bromsgrove.As a Financial Adviser, you will be responsible for providing ongoing annual servicing to existing clients for their financial planning needs. You will work closely with clients to understand their financial goals and objectives, and provide tailored advice...
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Diploma Qualified Financial Expert
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the Job:This employed Financial Adviser role in Bromsgrove offers a unique opportunity for a Diploma qualified individual to develop their skills and expertise as a Financial Adviser. As a Financial Adviser, you will be providing ongoing annual servicing to existing clients for their financial planning needs, enabling you to maintain and build client...
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Diploma Qualified Financial Planner
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeWe are seeking a skilled and motivated Financial Adviser to join our team in Bromsgrove. As a Diplomajobs professional, you will play a key role in delivering high-quality financial planning services to our clients.Your responsibilities will include:Providing ongoing annual servicing to existing clientsDeveloping and maintaining strong client...
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Diploma Qualified Financial Consultant
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited is seeking a highly motivated and diploma-qualified individual to join our team as a financial advisor.As a financial advisor, you will play a vital role in providing ongoing annual servicing to existing clients, helping them to achieve their financial goals.Key responsibilities will include:Maintaining and building client...
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Diploma Financial Planner
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeWe are seeking an experienced Financial Adviser who can provide expert advice and guidance on various financial matters to our clients. If you have a Diploma qualification and are keen to develop your skills and knowledge, this could be the perfect opportunity for you.In this role, you will be responsible for providing ongoing annual servicing to existing...
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Diploma Qualified Advisor
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time**Job Overview:**We are seeking an experienced Diploma qualified advisor to join our financial services team in Bromsgrove. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, ensuring compliance with all relevant regulations and requirements.Key Responsibilities:Conduct in-depth annual reviews...
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Diploma Qualified Financial Adviser
1 week ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionWe are currently looking for a skilled financial advisor to join our team at Premier Jobs UK Limited. As a seasoned professional in the industry, you will be responsible for providing tailored financial solutions to our clients.Your Key Accountabilities
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Diploma Financial Planning Professional
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking a highly motivated and diploma-qualified individual to join our team as a Financial Adviser in Bromsgrove. In this exciting opportunity, you will be responsible for delivering excellent customer service, developing strong relationships with existing clients, and identifying new business prospects. Your primary goal will be to...
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Financial Planning Professional
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full timeAbout the Role:We are seeking a highly motivated and diploma-qualified individual to join our team as a Financial Adviser.As a key member of our Premier Jobs UK team, you will be responsible for providing ongoing annual servicing to clients, maintaining and building client relationships, and identifying new business opportunities.You will conduct in-depth...
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Financial Services Consultant
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis role is ideal for a Diploma qualified individual keen to develop their skills as a Financial Adviser. As a Financial Adviser, you will be providing ongoing annual servicing to existing clients for their financial planning needs.This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business...
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Financial Planning Advisor
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeJob OverviewThis employed position in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser. You will be providing ongoing annual servicing to existing clients for their financial planning needs, maintaining and building client relationships while spotting new business opportunities.The role involves conducting...
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Premier Financial Services Advisor
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeAbout Us:Premier Jobs UK Limited is a leading provider of recruitment services in the UK. We are committed to helping our clients find the best talent for their businesses.Job Description:This employed Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser. You will be providing ongoing annual...
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Financial Services Professional
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeAs a Diploma qualified individual, you have the opportunity to develop your skills as a Financial Adviser in Bromsgrove with Premier Jobs UK Limited.The role involves providing ongoing annual servicing to existing clients for their financial planning needs. This enables you to maintain and build strong client relationships, whilst also spotting new business...
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Financial Planning Specialist
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeThis employed position in Bromsgrove is ideal for a qualified individual keen to develop their skills as a Financial Adviser.As a key member of Premier Jobs UK Limited, you will provide ongoing annual servicing to existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity...
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Senior Financial Specialist
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis employed, Financial Adviser job in the UK is ideal for a Diploma qualified individual keen to develop as a financial planning professional.You will be providing ongoing annual servicing to existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to...
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Financial Services Advisor
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeJob OverviewA prestigious opportunity is available for a Diploma qualified individual to develop their skills as a Financial Adviser in Bromsgrove. As a key member of our team at Premier Jobs UK Limited, you will play a crucial role in providing ongoing annual servicing to existing clients, enhancing and building client relationships, and identifying new...
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Financial Planning Specialist
4 days ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeEstimated salary: £40,000 - £60,000 per annum.About the JobPremier Jobs UK Limited is seeking a highly skilled Diploma qualified individual to develop as a Financial Adviser in Bromsgrove. As a key member of our team, you will be responsible for providing ongoing annual servicing to clients for their financial planning needs.You will maintain and build...
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Servicing Financial Expert
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full timeWe are looking for a skilled Financial Adviser to join our team in Bromsgrove.As a Financial Adviser, you will provide ongoing annual servicing to existing clients for their financial planning needs. This involves working closely with clients to understand their financial goals and objectives, and providing tailored advice and guidance to help them achieve...