Expert Financial Advisor Professional
12 hours ago
Expert Financial Advisor Professional
Company Overview:Churchill Executive is a leading provider of financial planning services, serving private clients, families, and businesses.
The organization's commitment to delivering bespoke solutions and exceptional client service has earned it a reputation as a trusted advisor in the industry.
We are dedicated to maintaining the highest standards of integrity, professionalism, and service excellence.
Salary:$130,000 - $160,000 per annum, depending on experience.
Job Description:- Deliver Financial Planning Solutions: Provide comprehensive financial planning advice to new and existing clients, ensuring their needs are met and goals achieved.
- Maintain Regulatory Compliance: Ensure all advice given is compliant with FCA rules and regulations.
- Drive Business Growth: Identify opportunities within existing client groups and support them in asking for referrals at client meetings when appropriate.
- Level 4 Diploma in Financial Planning: Hold a Level 4 Diploma in Financial Planning or higher.
- Technical Knowledge: Demonstrate practical application of technical knowledge, including financial planning processes and software.
- Regulatory Awareness: Strong awareness of the regulatory regime and its application to an independent advisory firm.
- Communication Skills: Excellent interpersonal skills, both written and verbal.
- Competitive Salary: A competitive salary and benefits package.
- Flexible Working Arrangements: Flexible working arrangements, including hybrid options.
- Professional Growth Opportunities: Opportunities for professional growth and career development.
- Supportive Work Environment: A supportive and collaborative work environment.
-
Financial Planning Advisor
15 hours ago
Sheffield, Sheffield, United Kingdom AFH Wealth Management Full timeWe are seeking a highly motivated and experienced Financial Planning Advisor to join our team at AFH Wealth Management in Sheffield and surrounding areas.As a Financial Planning Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their finances.With a strong background in financial...
-
Financial Services Advisor
3 weeks ago
Sheffield, Sheffield, United Kingdom Countrywide Mortgage Services Full timeOpportunity Summary:Countrywide Mortgage Services is currently seeking a skilled and ambitious Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert financial advice to our customers, building relationships with estate agency teams, and generating new business opportunities.Key...
-
Financial Services Expert Wanted
3 days ago
Sheffield, Sheffield, United Kingdom IDEX Consulting Ltd Full timeAbout the JobIDEX Consulting Ltd is seeking a highly skilled Financial Advisor to expand its Advisory services in the UK.Responsibilities:Deliver exceptional client service through expert financial guidance and adviceWork closely with colleagues in Doncaster to achieve outstanding resultsWhat We Offer:A salary range of £60,000 - £80,000 per annum,...
-
Financial Planning Consultant
4 weeks ago
Sheffield, Sheffield, United Kingdom Quilter Financial Advisers Full timeRole Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.Key Responsibilities:Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.Client Relationships:...
-
HR Advisor
4 weeks ago
Sheffield, Sheffield, United Kingdom Cherry Professional Full timeBased in a stunning headquarters, we are seeking an experienced HR Advisor to join our talented team. As a key member of our HR department, you will work closely with our leadership team to provide expert advice and guidance on employee relations matters. This is a fantastic opportunity to work in a dynamic and growing business, with a strong focus on...
-
Financial Accountant Expert
6 days ago
Sheffield, Sheffield, United Kingdom Pratap Partnership Ltd Full time**About the Role:**We are seeking a highly skilled Financial Accountant Expert to join our team at Pratap Partnership. This exciting opportunity will see you working closely with our international manufacturing clients, providing expert financial guidance and support.As a Group Financial Reporting Specialist, you will be responsible for the production and...
-
Professional Tax Advisor
4 days ago
Sheffield, Sheffield, United Kingdom CV-Library Full timeCV-Library is seeking a Professional Tax Advisor to join our team of experts.About the RoleThis is a challenging and rewarding opportunity for a highly skilled professional to work with a leading firm in the field of taxation.Key ResponsibilitiesProvide tax advisory services to clients across a range of industries.Conduct tax planning and compliance...
-
Financial Solutions Advisor
3 weeks ago
Sheffield, Sheffield, United Kingdom Countrywide Mortgage Services Full timeAbout Our Team: Our team is passionate about providing outstanding service to our customers, and we're looking for someone who shares our values. As a Mortgage and Protection Advisor, you'll have the opportunity to build lasting relationships with our Estate Agency teams, attract new business, and achieve professional goals in a target-driven environment.Key...
-
Financial Restructuring Expert
2 weeks ago
Sheffield, Sheffield, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeJob Title: Financial Restructuring ExpertOverviewA unique opportunity has arisen for an experienced Financial Restructuring Expert to join our boutique insolvency practice.SalaryThe salary for this role is £23,000 per annum, with a range of benefits including career development opportunities and a competitive bonus structure.Job DescriptionWorking closely...
-
Financial Management Expert
1 week ago
Sheffield, Sheffield, United Kingdom CV-Library Full timeCompany OverviewWeDo Recruitment Investments Ltd is a dynamic finance company seeking an experienced and detail-oriented Senior Accountant to join our team. The ideal candidate will possess a strong background in financial management and accounting practices, with proficiency in various accounting software.This role is crucial for maintaining accurate...
-
Financial Advisor Support Specialist
4 weeks ago
Sheffield, Sheffield, United Kingdom Oval Recruit Full timeOval Recruit is seeking a skilled Financial Paraplanner to provide technical support to a team of Advisors in the Wakefield area.">The ideal candidate will have previous experience in paraplanning and hold a strong understanding of Investment & pension products, preferably with a diploma qualification.">The successful candidate will be responsible for...
-
Senior Financial Professional
4 weeks ago
Sheffield, Sheffield, United Kingdom KD Recruitment Limited Full timeWe are seeking a Senior Financial Professional to join KD Recruitment Limited in North Yorkshire. This is an exciting opportunity for fully qualified or partially qualified finance managers to collaborate with heads of departments on financial strategies.Job DescriptionDevelop and implement financial plans and strategiesAnalyse financial data to inform...
-
Parts Advisor
3 weeks ago
Sheffield, Sheffield, United Kingdom DAF Trucks UK Full timeWe are seeking an experienced Parts Advisor to join our team at DAF Trucks UK. As a key member of our sales team, you will be responsible for providing exceptional customer service and ensuring that all customers receive the best possible advice on their vehicle parts requirements.About the Role:You will have previous experience working as a Parts Advisor or...
-
Advisory Solutions Expert
4 days ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeAward-Winning Wealth Manager Seeks Skilled Advisor">NJR Recruitment is proud to introduce a leading wealth management practice from the heart of the UK, acclaimed for its focus on bespoke financial services to high net worth clients and corporate entities. This accomplished team seeks a seasoned Financial Advisor to strengthen their core...
-
Financial Expert
2 weeks ago
Sheffield, Sheffield, United Kingdom Anna Maher Consulting Ltd Full timeWe are seeking a highly skilled Financial Expert to join our team at Anna Maher Consulting Ltd. As a Payroll Specialist, you will be responsible for assisting our customers across multiple communication channels.About the RoleThis is an exciting opportunity to work with a leading global service provider based in Sheffield. You will be part of a dynamic team,...
-
Loan Administration Expert
4 weeks ago
Sheffield, Sheffield, United Kingdom Spicerhaart Full timeAbout the RoleThis is an exciting opportunity for a motivated individual to become a Loan Administration Expert within our Financial Services department. The successful candidate will be responsible for administering mortgage and protection applications from point of sign-up.You will work closely with mortgage advisors, lenders, and clients to ensure a...
-
Financial Services Support Advisor
6 days ago
Sheffield, Sheffield, United Kingdom kingswood-group Full timeRole DescriptionAs a Financial Services Support Advisor, you will play a crucial role in supporting our advisors and clients. Your primary responsibilities will include:Providing administrative support to advisors, ensuring efficient workflow and timely completion of tasks.Processing sales-related paperwork, maintaining accurate records, and adhering to...
-
Financial Crime Prevention Expert
16 hours ago
Sheffield, Sheffield, United Kingdom Taylor Root Full timeAbout the JobTaylor Root is seeking a Financial Crime Prevention Expert to join their team in Sheffield. As a Financial Crime Prevention Expert, you will be responsible for maintaining accurate client records and reviewing risk profiles to mitigate potential risks.Key Responsibilities:Maintain accurate and up-to-date client records to ensure compliance with...
-
Financial Planning Expert
4 weeks ago
Sheffield, Sheffield, United Kingdom CITRUS CONNECT LTD Full timeAt CITRUS CONNECT LTD, we are seeking a highly skilled Estate Planning Consultant to join our team in Sheffield. This is an exciting opportunity to work with a leading company in the field of Will Writing and Estate Planning services.The successful candidate will have the freedom to manage their own schedule, allowing for flexibility and autonomy. With over...
-
Assistant Finance Professional
4 days ago
Sheffield, Sheffield, United Kingdom Cherry Professional Full timeCherry Professional seeks a skilled Accounts Assistant to fill an urgent position in the finance sector.About the PositionEnsure the integrity and accuracy of financial records, facilitating informed decision-making.Collaborate with external agencies to process payroll information, promoting operational efficiency.Provide clear responses to employee...