Financial Professional

Cathedral Appointments Ltd is an independent Financial Advisory firm seeking a Trainee Financial Advisor to join their team. This full-time permanent position is based in Exeter and offers hybrid flexible working.Key responsibilities include:Client communication and coordinationFinancial planning and analysisRegulatory compliance and professional...

A Trainee Financial Advisor is sought by Cathedral Appointments Ltd, an independent Financial Advisory firm, to join their team in Exeter. This role involves serving as the first point of contact for clients, managing client communications, and coordinating financial planning services.Responsibilities include assisting in preparing for client meetings,...

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident...

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident...

Become a part of Aether Financial's dynamic team as a Bookkeeping Professional. We offer a £40,000 - £50,000 per annum salary package, which includes a competitive benefits scheme and study support towards the AAT / ACCA qualification.As a key member of our team, you will be responsible for various tasks, including communicating with clients, performing...

**Independent Financial Adviser - Location of clients Cornwall, St Austell, Truro, Bodmin** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients...

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident...

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident...

We have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you succeed in your role. You will enjoy the autonomy of being home based and...

Job OverviewOutsourced Professional Administration Limited (OPAL) is seeking a seasoned finance professional to lead its Finance (Co Accts and Recs) and Technical & Dealing Teams. The ideal candidate will have a strong background in financial accounting and financial planning and analysis, with at least 5 years of experience in the financial services...

Salisbury Financial ServicesWe are seeking a professional and mature individual to join our team as a Financial Services Trainee Administrator.The successful candidate will be based in our Gerrards Cross office, working full-time in a permanent role.This is an excellent opportunity for someone looking to begin their career in Financial Services and gain...

The Recruitment Co. is seeking a highly motivated Financial Services Professional to join our team in the Lytham area. As a Financial Services Professional, you will be responsible for providing financial support to clients, including preparing accounts, VAT returns, and corporation tax returns for filing at Companies House and HMRC.Responsibilities:Provide...

The Recruitment Co. are seeking a dedicated and skilled Financial Services Professional to join their team. The ideal candidate will be responsible for a portfolio of clients, reviewing work prepared by assistants and accountants, and preparing financial reports and compliance documents.Key Responsibilities:Reviewing and preparing financial reports and...

About the Role:Click and Connect Online Limited is looking for a skilled Financial Advisory Professional to work on a range of projects related to financial planning and advisory services. The successful candidate will be responsible for writing suitability reports, running Transfer Value Comparators, and completing cashflow modelling tasks.The role involves...

OverviewClick and Connect Online Limited is a dynamic financial services organization seeking an experienced Senior Financial Services Professional to join their UK-based team.Salary and BenefitsThe successful candidate can expect a competitive basic salary of £50,000, with the potential for OTE exceeding £100,000.About the RoleThis is an exciting...

We are seeking a highly skilled Financial Advisory Professional to join our team at Click and Connect Online Limited. As a specialist in defined benefit pension transfers, you will play a critical role in safeguarding our clients' financial futures.As a member of our team, you will be responsible for writing suitability reports, running and checking transfer...

Established in the heart of Lytham, our reputable financial planning firm is seeking a skilled Paraplanner to join their growing team.We offer a competitive salary of up to £40,000 per annum, along with opportunities for professional growth and development within a supportive and forward-thinking environment.About the Role:Fundamental Responsibilities:...

Commercial Finance ManagerWe are seeking an experienced Commercial Finance Manager to join our team at Corecruitment International. This role will play a pivotal part in shaping the business's financial future and ensuring operational and financial efficiency.Key Responsibilities:Financial Planning & Analysis (FP&A):Lead the annual budgeting and forecasting...

Join the Environment Agency, where your passion for engineering and the environment can make a real impact. Climate change is reshaping our world, and you can be at the forefront of solutions that protect communities, wildlife, and natural resources. This is your chance to launch a career that combines purpose, innovation, and real-world impact. The...

Join the Environment Agency, where your passion for engineering and the environment can make a real impact. Climate change is reshaping our world, and you can be at the forefront of solutions that protect communities, wildlife, and natural resources. This is your chance to launch a career that combines purpose, innovation, and real-world impact. The...

Overview:We are seeking a skilled and motivated Financial Advisor to join our team. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the overall success of our financial services division.Key Responsibilities:Conduct comprehensive financial assessments for...

IT Bods Ltd is a leading provider of innovative IT solutions, and our clients are a boutique Independent Financial Adviser (IFA) firm in the North West region.We are seeking an experienced Financial Adviser to join their team, someone who can provide exceptional advice to personal and corporate clients and help drive business growth.The successful candidate...