Financial Professional

3 weeks ago


Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

Job Overview

\Helpers for a Home Based Financial Advisor role are plentiful, including a consistent flow of leads and referrals. This opportunity allows you to establish a strong client base by utilizing a proven lead source with a high conversion rate. The business aims to provide daily leads during the initial months while you build your portfolio.\

Estimated Salary: £45,000 - £60,000 per year

\

Key Responsibilities:

\
  • \
  • Briefly discuss the company overview, highlighting their strong reputation in the industry.\
  • Detailed salary information will be provided upon request.\
  • Main duties include acquiring clients through a healthy lead generation system.\
  • Develop a diverse portfolio by working closely with existing clients.\
  • Familiarize yourself with the required skills and qualifications for this position.\
  • Benefit from daily leads during the initial months to help you grow your client base.\
  • The option to reduce lead intake is available as your portfolio expands.\
  • You can make an application after reading the following skill and qualification requirements.\
  • Required skills and qualifications will be discussed in detail.\
  • Foster a professional work environment that encourages growth and development.\\


  • Woking, Surrey, United Kingdom Premier Jobs UK Full time

    OverviewPremier Jobs UK is seeking a skilled Financial Services professional to work as a home based Financial Advisor, serving clients in the South East region. This role offers an excellent opportunity for self-employed individuals or those seeking a fulfilling career.


  • Woking, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    About the RoleWe seek an experienced Accounts and Audit Accountant to join our team at Fletcher George Financial Recruitment. This exciting opportunity involves assisting a diverse client base and contributing to the preparation of financial reports.Key ResponsibilitiesClient Audits: Plan, execute, and complete audits for a mix of SME companies, HNWIs,...


  • Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team as a home-based professional. As a self-employed role, you will have the opportunity to work with clients across the South East region and build a strong client bank.The ideal candidate should hold a full Level 4 Diploma in Financial Planning or equivalent and possess CAS status...


  • Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    Company Overview: Premier Jobs UK Limited is a leading provider of home-based financial services. Our mission is to connect skilled professionals with exciting opportunities.As a Financial Advisor, you will be part of our team, providing expert advice to clients and helping them achieve their financial goals. With a strong lead source and daily leads during...


  • Woking, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    An exciting opportunity for a Newly Qualified Accountant to join our client, a highly regarded firm in Woking, Surrey. This role offers a clear trajectory to Client Manager, allowing you to grow your career in a supportive environment.The successful candidate will be responsible for managing a portfolio of Charity and Not-for-Profit clients, providing...


  • Woking, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    About the RoleWe are seeking a highly skilled Audit / Accounts Accountant to join our team. As a key member of our finance team, you will be responsible for managing a portfolio of Charity and Not-for-Profit clients, providing a wide range of accounting outsourced services and advice.Key responsibilities include:Managing workflow and accounts delivery for...


  • Woking, Surrey, United Kingdom Howett Thorpe Full time

    About Howett Thorpe">Howett Thorpe is a modern and progressive firm seeking an experienced Audit Manager or Audit Senior for their next career step. This forward-thinking organization prioritizes its employees, offering market-leading benefits, career development opportunities, flexibility, and an excellent salary package.">Audit Manager...


  • Woking, Surrey, United Kingdom Cameron Kennedy Full time

    Cameron Kennedy is a leading Wealth Manager committed to delivering exceptional financial planning services that empower clients to achieve their goals. Our collaborative culture fosters integrity, accountability, and innovation.We are seeking an experienced Senior Paraplanner to support our Wealth Planners by conducting thorough research across various...


  • Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    Job Description: This is an exciting opportunity for a Home Based Financial Services Professional to join our team. As a key member of our team, you will provide financial planning services to clients, utilizing your expertise to consolidate pension transfers and build a holistic approach to financial planning. Your average client pot will be around...


  • Woking, Surrey, United Kingdom Investigo Limited Full time

    Job OverviewWe are seeking a skilled Financial Analyst to join our team at Investigo Limited. The successful candidate will provide financial support and analysis for various divisions, including conducting consolidation analysis and managing prepayments & accruals.Key ResponsibilitiesProvide financial support and analysis for different divisions.Conduct...


  • Woking, Surrey, United Kingdom Clark James Head Office Full time

    Clark James Recruitment is partnering with a reputable Financial Services business to find a highly skilled CeMAP qualified professional to work as a Mortgage Broker on a self-employed basis.About the RoleThis is an exciting opportunity for a forward-thinking individual to join a dynamic team in a modern, bright office location. As a Mortgage Broker, you...


  • Woking, Surrey, United Kingdom Investigo Full time

    Financial Analyst Job DescriptionWe are seeking an experienced Financial Analyst to join our team at Investigo. As a key member of our finance function, you will be responsible for providing accurate and timely financial information to support business decisions.Main Responsibilities:Prepare and present financial reports and analysis.Manage financial data,...


  • Woking, Surrey, United Kingdom CV-Library Full time

    We are looking for a seasoned Financial Accountant to join our client based in Reigate, Surrey. The successful candidate will be responsible for managing the company's finances, including budgeting, forecasting, and financial analysis.Key Responsibilities:Manage the preparation of financial statements and balance sheetsMonitor cash flows and perform...


  • Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    Remote Financial Advisor PositionWe are seeking a highly skilled and experienced Financial Advisor to join our team on a full-time basis. As a remote worker, you will be responsible for managing your own workload and providing expert financial advice to clients across the UK.The ideal candidate will possess excellent communication and interpersonal skills,...

  • Financial Director

    2 weeks ago


    Woking, Surrey, United Kingdom beBee Professionals Full time £45,000 - £65,000

    About beBee ProfessionalsWe are a dynamic organization seeking an experienced Finance Manager to lead our finance team in Woking, United Kingdom.The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Responsibilities:Prepare detailed financial reports, forecasts,...


  • Woking, Surrey, United Kingdom Page Personnel Sales Full time

    Are you a commercially astute and detail-oriented individual looking for a challenging role in a fast-paced environment? Page Personnel Sales is currently seeking a Financial Analyst to join our team in Woking, Surrey.The successful candidate will be responsible for analyzing and reconciling existing contracts, developing proposed renewal options, and...


  • Woking, Surrey, United Kingdom beBee Professionals Full time £45,000 - £65,000

    BeBee Professionals seeks an experienced Finance Manager to lead our finance team in Woking, United Kingdom.Job Summary:We are looking for a detail-oriented and skilled finance professional to oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Responsibilities:Develop and implement...

  • Financial Controller

    3 months ago


    Woking, Surrey, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Woking, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement...

  • Financial Director

    4 days ago


    Woking, Surrey, United Kingdom Michael Page Full time

    Finance Manager Opportunity in SurreyA leading division of a global market leader seeks a seasoned Finance Manager to lead their Accounting & Finance department. This hybrid role is centered around managing a small team to deliver financial accounting and reporting, with a focus on daily operations, budgeting, and forecasting.Responsibilities:Oversee daily...

  • Financial Assistant

    3 weeks ago


    Woking, Surrey, United Kingdom Michael Page (UK) Full time

    At Michael Page (UK), we are seeking a highly skilled Financial Assistant to join our team. The successful candidate will be responsible for processing and managing payments, accurately recording incoming payments and maintaining up-to-date financial records.About the RoleProcess and manage payments, ensuring timely and accurate processing.Maintain and...