Financial Welfare Advisor

We are currently looking for a Financial Services Advisor to join our team at Pearson May. In this role, you will provide expert guidance and support to our clients on all aspects of financial planning and management.Key responsibilities will include preparing and reviewing financial reports, advising on tax strategies, and assisting with auditing and...

Job OverviewWe are seeking an experienced Client Service Advisor to join our services team at CV-Library, a leading financial planning and investment management firm. With over £3 billion in client assets under management, we are committed to providing high-quality services to private clients, trusts, and smaller institutions.

Join Our Mortgage TeamWe are looking for a talented Trainee Financial Advisor to join our mortgage team in Bath.This role offers a unique opportunity to develop your skills and knowledge in the financial services industry, working with a leading fee-free mortgage broker.As a Trainee Financial Advisor, you will be responsible for providing advice and guidance...

Job DescriptionThis is a fantastic opportunity to kick-start your career in Financial Services as a Financial Services Advisor. You will join a busy and dynamic team that is responsible for delivering industry-leading customer service as part of our inbound contact centre team.The Contact Centre team plays a key role in ensuring advisers and customers have...

Job DescriptionWe are seeking a highly skilled Financial Services Advisor to join our inbound call centre team in Bath, Stirling, or Edinburgh. This is a full-time role with 35 hours of work per week and shifts between 8am and 6pm, Monday to Sunday.The successful candidate will be responsible for maintaining customer accounts, processing transactions, and...

About the RoleWe are seeking a highly motivated and organised individual to join our team as a Financial Risk Advisor Trainee. This is an excellent opportunity for someone looking to start their career in financial services and develop their skills and knowledge in risk analysis.In this role, you will work closely with our experienced team to identify and...

Job OverviewA leading financial services firm, mbf, is seeking a skilled Paraplanner to collaborate with their Chartered Financial Planners and Financial Planners. This role involves providing technical support, enabling advisors to focus on client-facing activities.About the OpportunityThis position requires a minimum Diploma in Regulated Financial Planning...

Role OverviewWe are seeking an experienced IFA Administrator to join our dynamic team at IDEX Consulting. As a Financial Services Coordinator, you will play a vital role in managing calendars, scheduling client meetings, and providing proactive assistance to our Financial Advisors.Key ResponsibilitiesManage multiple calendars and schedules to ensure seamless...

About the RoleIDEX Consulting is seeking an experienced and skilled Senior Financial Operations Coordinator to join our team in Cheltenham or Bath. This exciting opportunity offers a chance to work with a highly respected financial advisory group, providing administrative support to Financial Advisors and ensuring seamless client experiences.As a key member...

We are seeking an experienced Administrative Expert to join our financial advisory group based in Cheltenham and Bath. Our company has a strong reputation for delivering exceptional financial planning services, with a focus on employee growth and satisfaction.This role is ideal for someone who thrives in a dynamic environment and is committed to providing...

About the RoleWe are seeking a talented individual to join our team as a Trainee Protection Advisor in our Bath office. As a Trainee Protection Advisor, you will be responsible for delivering advice to customers on their financial protection needs.As a customer-facing role, you will have the opportunity to develop your listening skills and build strong...

Key ResponsibilitiesThe Wealth Management Advisor will be responsible for preparing recommendations for clients, reviewing their finances on an annual basis, assessing their exposure to risk, and updating their financial strategy to reflect their changing circumstances.You will also be responsible for conducting research on clients' financial planning...

About the RoleThis is an exciting opportunity to join one of the South's leading financial planning and investment management firms. As a Client Service Advisor, you will work closely with customers, advisers, and paraplanners to deliver outstanding service and support.The successful candidate will have a strong ability to prioritize customer needs,...

Job TitleA leading, privately owned financial services organisation in the UK is seeking an experienced Financial Planning Assistant to support their Chartered Financial Planners and Financial Planners. This role focuses on providing technical assistance, allowing advisors to concentrate on client-facing activities.About the RoleThis position requires a...

Job OverviewA reputable financial planning firm, mbf, is seeking an experienced Paraplanner to provide technical support to Chartered Financial Planners and Financial Planners.The role involves delivering comprehensive technical assistance, allowing advisors to focus on client-facing activities. This is a fantastic opportunity to become part of a leading...

About the RoleWe have an exciting opportunity for a part-time Housing Advisor to join our team on a 6-month contract in Bath. The successful candidate will work Monday - Friday, 9:00am - 3:00pm, and will be working across our 3 sites in Bath.As a Housing Advisor, you will be responsible for providing an intensive housing management service to our customers....

About the RoleWe are seeking a talented individual to join our team as a Trainee Community Advisor at London & Country Mortgages Ltd.As a Trainee Community Advisor, you will have the opportunity to develop and grow your career in financial services, working closely with our experienced team to deliver exceptional customer service and sales skills.Key...

An exciting opportunity has arisen at Heat Recruitment Ltd for an Apprentice Financial Advisor. As a key member of the team, you will be responsible for supporting the delivery of exceptional client service and contributing to the success of our financial services practice.About the Role:This is an excellent chance to develop your skills and knowledge in a...

About the RoleWe are seeking a talented Trainee Community Advisor to join our team at London & Country Mortgages Ltd.As a Trainee Community Advisor, you will have the opportunity to develop and grow your career in financial services. You will work closely with our experienced team to deliver exceptional customer service and sales skills.Key...

Job DescriptionWe are seeking an experienced Financial Operations Specialist to join our team in a full-time, hybrid role. As a Client Advisor, you will play a pivotal role in supporting the day-to-day financial operations of our practice.Key Responsibilities:Managing a portfolio of clients and specialist assignments, collating all information to meet client...