Financial Planning Consultant
1 week ago
Self-Employed Financial Adviser, Bangor
This is a well-established and successful chartered practice with large SOLLA/LTC opportunities that delivers comprehensive and holistic advice to clients across the region.
With a focus on developing and maintaining long-term, trusted relationships with clients, demonstrating honesty, integrity, and excellence, to ensure that both private and business clients gain financial peace of mind.
You will be a professional ambitious adviser with a track record of building successful and long-term relationships with clients, covering the full spectrum of advice, including holistic financial planning, wealth creation, optimisation, and protection, tax mitigation strategies for private clients, and tax-efficient cash extraction strategies for corporate clients.
An excellent opportunity with the potential to buy into the business.
Duties and Responsibilities
- Provide comprehensive financial planning to prospective and existing clients, meeting their financial goals and objectives.
- Undertake regular professional development to ensure each client receives up-to-date and appropriate advice.
- Act in a compliant manner and deliver an outstanding level of customer service while ensuring adherence to FCA rules and regulations.
- Professionally service the needs of existing clients while creating new opportunities via networking and referrals.
- Undertake frequent client meetings with existing and prospective clients while providing a consistent service to all levels of clients.
- Meet planned business targets in line with business standards, ensuring timely recording of client data, business transactions, and information.
About You
- Experienced Level 4 Diploma qualified, with a client bank.
- CAS held within the last two years.
- Minimum of two years face-to-face holistic financial advice experience.
- Ability to build long-term relationships with clients.
- Excellent knowledge of all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning).
- Prepared to undergo further study/training as required.
- Hardworking, enthusiastic, confident, and articulate.
- Committed to delivering an excellent service.
Estimated annual salary: £60,000 - £80,000 depending on experience.
-
Financial Planning Expert
16 hours ago
Bangor, Gwynedd, United Kingdom VANRATH Full time**Job Title:** Financial Planning Expert We are seeking a highly skilled Financial Planning Expert to join our team on a 6-month interim basis. This is an excellent opportunity for someone with experience in capital accounting and budget preparation to work with one of Northern Ireland's largest public sector organizations. The ideal candidate will have at...
-
Chartered Financial Adviser Opportunity
1 week ago
Bangor, Gwynedd, United Kingdom CleverHR Full timeCleverHRSenior Financial Adviser OpportunityThis is a fantastic chance to join a well-established and respected chartered practice with significant opportunities for growth and development.The successful candidate will be responsible for delivering comprehensive and holistic financial advice to clients across the region, building long-term relationships, and...
-
Bangor, Gwynedd, United Kingdom Triple West Medical Full timeConsultant Paediatrician with Special Interest in NeonatologyAre you looking for a fresh start?You could become part of a team who is committed to promoting equality and diversity in their unique new sub-regional neonatal intensive care unit (SuRNICC).The successful applicant will be expected to take a full share in the 1:7 designated non-resident sole...
-
Senior Information Security Consultant
1 week ago
Bangor, Gwynedd, United Kingdom Gaming Laboratories International Full timeRole Overview:We are seeking a seasoned Senior Information Security Consultant to join our team in EMEIA. The ideal candidate will have extensive experience in information security, with a strong background in audit and compliance.About the Role:This role involves working closely with clients to assess their information security policies, standards, and...
-
Financial Liaison Officer
4 weeks ago
Bangor, Gwynedd, United Kingdom McKinty Associates Full timeWe are seeking an experienced Accounts Assistant to join our client\'s existing team on a Part-Time basis. The ideal candidate will have recent relevant experience in a finance team, with a minimum of 2-3 years. They should also have a high level of expertise in the use of Microsoft Excel and computerized accounts packages.The successful candidate will have...
-
Established Practice Advisor
1 week ago
Bangor, Gwynedd, United Kingdom CleverHR Full timeCleverHRPractice Advisor OpportunityWe are seeking a highly experienced and skilled financial adviser to join our team as a Practice Advisor.The successful candidate will play a key role in driving business growth, developing new relationships, and delivering high-quality advice to clients.The ideal candidate will have a strong background in financial...
-
Financial Operations Assistant
3 weeks ago
Bangor, Gwynedd, United Kingdom McKinty Associates Full timeWe are pleased to be working with a warehousing and distribution client in need of an experienced Accounts Assistant to join their existing team on a Part-Time basis. The ideal candidate will have recent relevant experience in a finance team, along with practical knowledge of computerised accounts packages and a high level of expertise in Microsoft Excel.Key...
-
Financial Operations Coordinator
1 week ago
Bangor, Gwynedd, United Kingdom McKinty Associates Full timeJob Title: Accounts AssistantJob Type: Part-TimeLocation: Bangor, BT19Salary: c. £25K - £28K FTEAbout the Role:We are seeking an experienced Accounts Assistant to join our client’s existing team on a Part-Time basis. The ideal candidate will have recent relevant experience in a finance team, with a high level of expertise in computerised accounts...
-
Senior .NET Developer
4 weeks ago
Bangor, Gwynedd, United Kingdom Noir Full timeUnlock Your Potential with Noir's Leading Microsoft ConsultancyAward-winning Microsoft consultancy seeking an exceptional .NET Developer to join their team. As a key member, you'll work on high-profile projects for investment banks, financial services companies, and renowned music/media labels.With over 20 years of experience in delivering .NET-based...
-
Clinical Lead in Gynaecological Oncology
3 weeks ago
Bangor, Gwynedd, United Kingdom NHS Full timeWe are seeking an accomplished Consultant in Gynaecological Oncology to join our team of Obstetricians and Gynaecologists. This is a permanent replacement post following the retirement of a third sub-specialist consultant.Main Duties of the JobThe proposed timetable for the new Consultant is a replacement for one of our existing consultants who is...
-
Bangor, Gwynedd, United Kingdom Black Fox Solutions Full timeAbout the Role:We are seeking a highly skilled Senior Quantity Surveyor to join our team in Bangor, Northern Ireland.Job Overview:This is an exciting opportunity to work with a leading building consultancy firm that offers a competitive remuneration package.Key Responsibilities:Lead and oversee projects, ensuring timely completion and effective cost...
-
Bangor, Gwynedd, United Kingdom Betsi Cadwaladr University Health Board Full timeJob Overview We are seeking a highly skilled Medical Director to lead our team of respiratory consultants in North Wales. This substantive consultant position will be based in Ysbyty Gwynedd, Bangor. The successful candidate will join a team of three existing substantive consultants and contribute to the general medical on-call rota. A rotation between...
-
Care Professional
1 week ago
Bangor, Gwynedd, United Kingdom Praxis Care Full timeDiscover a rewarding career with Praxis Care, where you can make a meaningful difference in the lives of individuals with mental health needs, autism, learning disabilities, and dementia. As a Support Worker, your role will be to provide high-quality support services, fostering independence and empowerment.Our comprehensive training program ensures that all...
-
Senior Gaming Compliance Specialist _UK
1 week ago
Bangor, Gwynedd, United Kingdom Gaming Laboratories International Full timeGaming Laboratories International is a global leader in the testing and certification of gaming devices and systems. Our team acts as a technical conduit between regulators and laboratory testing, ensuring compliance with gaming regulatory standards.The Technical Compliance Engineer provides technical consulting services to regulators, manufacturers, and...
-
Care Advocate
2 days ago
Bangor, Gwynedd, United Kingdom Inspire Full timeWe are Inspire, a dynamic organization dedicated to empowering individuals living with mental health challenges, intellectual disabilities, autism, and addiction. Our mission is to ensure they live with dignity and realize their full potential.We value inclusivity, passion, determination, kindness, honesty, and innovation in our team members. If you share...
-
Senior .NET Software Engineer
1 week ago
Bangor, Gwynedd, United Kingdom Noir Full timeAbout Our ClientNoir is an award-winning Microsoft consultancy specializing in delivering innovative business solutions to esteemed clients. They are currently embarking on a prestigious project, seeking talented individuals to join their team.Job SummaryWe are seeking experienced .NET Developer with a strong skill set to work on the full project life cycle....
-
Personal Care Support Specialist
1 week ago
Bangor, Gwynedd, United Kingdom Quality Care Services Limited Full timeCompany OverviewAt Quality Care Services Limited, we're committed to delivering exceptional care and support services that enhance the lives of our clients. As a Personal Care Support Specialist, you'll play a vital role in helping us achieve this goal.Salary: £12 per hour plus 25p mileage, ensuring you earn a competitive rate for your expertise and...
-
Nurse - A&E
4 weeks ago
Bangor, Gwynedd, United Kingdom Medacs Healthcare Full timeAbout the RoleWe are seeking a dedicated and skilled Band 5 Nurse to join our team of healthcare professionals at Gwynedd Hospital in Bangor, WalesThis is a fantastic opportunity for a Registered Nurse with recent NHS experience to work in a fast-paced A&E environmentKey ResponsibilitiesProvide constant monitoring and care for patients in seriously ill or...
-
speech and language therapist role
1 day ago
Bangor, Gwynedd, United Kingdom Medacs Healthcare Full timeWe are seeking an experienced Speech and Language Therapist to join our team at Betsi Cadwalar University Health Board. This role will involve providing specialist Speech and Language Therapy in various settings, including adult acute, community, and stroke services based at Bangor Hospital.Key Responsibilities:Providing Speech and Language Therapy to...
-
Leading Environmental Scientist Director
2 weeks ago
Bangor, Gwynedd, United Kingdom UKCEH Full timeAt the UK Centre for Ecology & Hydrology, we're looking for a talented and experienced leader to join our team as an Associate Science Director.About the RoleWe're seeking a highly skilled professional with a strong background in environmental science to lead our Environmental Pressures and Response Science Area. As an Associate Science Director, you'll...