Financial Policy Advisor

Financial Planning OpportunityAt Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. As a leading financial services business, we operate a robust network of advisors across the UK, offering a fantastic opportunity for motivated individuals to develop and grow. The Role:Develop and implement effective financial plans...

IDEX Consulting is partnering with a reputable advisory firm in Newcastle to fill a Financial Advisor position.About the JobAs a Financial Advisor, you will be responsible for building relationships with clients and generating new business opportunities.Client acquisition and retention strategiesTeam collaboration and stakeholder engagementThe successful...

Job SummaryWe are seeking a skilled Paraplanner to join our team in Newcastle. As a Paraplanner, you will be responsible for providing high-quality support to our Financial Advisors in delivering excellent financial planning solutions to clients.Your Key TasksPrepare and present financial plans to clientsConduct cashflow modelling to support financial...

Dive into the world of Financial Services at RSM UK and make a meaningful impact on our middle-market clients. As a Financial Services Advisor, you'll bring your expertise in tax laws to life, creating innovative solutions that drive business success.With an estimated annual salary of £42,000 - £52,000, this role offers a highly competitive package that...

About the JobAs a Financial Services Customer Advisor, you will be responsible for ensuring that customers receive an exceptional level of service, providing information and guidance on our products and services, and resolving customer queries in a professional and efficient manner.You will work as part of a highly trained team, providing support and...

About the RoleWe are seeking an experienced Financial Services Expert to join our team at CV-Library in Newcastle. The ideal candidate will have a strong background in customer services, preferably in financial services or a similar regulated industry, and be able to deliver exceptional customer experiences.Responsibilities:To ensure consistently positive...

At Blair West, we're seeking an exceptional Chief Financial Strategist to lead our financial strategy and operations. As a key member of the Executive Management Team, you will contribute to the collective decision-making of the Executive Team.The ideal candidate will have a qualification in accounting with evidence of ongoing professional development....

We are seeking a skilled Financial Planning Assistant to support our financial advisors by conducting research, preparing financial plans, and ensuring all documentation is accurate and compliant with regulations.Key Responsibilities:Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and...

At IDEX Consulting, we are working with a respected advisory firm in Newcastle to recruit an experienced Financial Advisor.About the RoleThe ideal candidate will be a Level 4 qualified Financial Advisor with experience in paraplanning, trainee advisory roles, or mortgage advice background.Ongoing client relationship management and lead generation...

Job DescriptionWe are seeking a highly skilled and experienced Senior Tax Advisory to lead our Corporate Tax team. As a key member of our leadership team, you will be responsible for driving business growth and providing strategic tax advice to clients.Key Responsibilities:Develop and implement tax planning strategies to minimize client liabilitiesBuild and...

Job Description:We are seeking a highly motivated and experienced Mortgage and Protection Advisor to join our team in Newcastle Upon Tyne.Your primary responsibility will be to build relationships with the Estate Agency teams, providing training and support to help them understand and meet their customers' needs.You will also be responsible for attracting...

Job OverviewThis is a hybrid-based Paraplanner position in Newcastle, ideal for individuals seeking to be part of a growing company and contribute to delivering exceptional financial planning solutions.As a key member of the team, you will provide paraplanning support to the Financial Advisors who offer comprehensive financial planning services to clients....

Company Overview:Mtrec Ltd Commercial is a renowned company in the field of commercial services, with a strong presence in Newcastle. Their state-of-the-art customer service operation is expanding rapidly, creating opportunities for skilled professionals to join their team.Job Description:The role of Financial Services Customer Advisor involves providing...

Role SummaryThis is an exciting opportunity for a seasoned professional to provide expert financial guidance to our clients. As a Commissioned Financial Advisor, you will be responsible for identifying customers' financial needs, providing tailored advice, and implementing suitable financial plans.Old Mutual Limited is committed to promoting diversity and...

Capital Excellence Advisor Job SummaryKPMG UK is seeking a skilled Capital Excellence Advisor to join our Programme Advisory and Capital Excellence team. As a Capital Excellence Advisor, you will be responsible for supporting and managing the delivery of client-facing work within specialist areas, ensuring new processes and tools are designed with a strong...

About the RoleWe are looking for a highly motivated and results-driven individual to join our team as a Commissioned Financial Advisor. In this role, you will be responsible for developing and maintaining relationships with existing and new customers, providing expert financial advice, and implementing strategic financial solutions.The successful candidate...

People Advisor - A Challenging OpportunityWe are seeking an experienced People Advisor to join our professional services firm in Newcastle on a permanent basis. This role offers hybrid and flexible working arrangements.About the RoleThis is an exciting opportunity for a skilled People Advisor to join our HR function and work closely with the wider people...

Job OverviewWe are seeking an experienced Financial Services Training Manager to join our team at Core-Asset Consulting Ltd. As a key member of our staff, you will be responsible for providing support to advisors on all aspects of training, competency, and compliance.

As a key member of the H M Revenue & Customs (HMRC) team, you will play a pivotal role in shaping the department's strategic approach to maximising the benefits of tax software.Job OverviewThe Senior Strategy & Policy Advisor position is an exciting opportunity to join the Software Strategy & Policy team within the Intermediaries Directorate. This team has...

Job OverviewIDEX Consulting, a leading national Wealth Management firm, seeks a highly skilled Financial Planning Specialist to join their dynamic team. This home-base contract role requires regular travel to the Chester or Newcastle offices.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce high-quality financial reports,...