Strategic Financial Services Liaison

10 hours ago


Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time
About the Opportunity

An exciting chance to excel as a Relationship Manager at Heat Recruitment Ltd, where you will be part of a reputable IFA firm near Fareham.

The company specializes in savings, investments, and retirement planning solutions.

Key Benefits
  • A competitive salary of £32,000 per annum
  • Generous holiday allowance with 28 days off plus bank holidays
  • Onsite parking for convenience
  • Life assurance and income protection for peace of mind
  • Pension scheme for long-term financial security
  • Flexible benefits platform for personalized perks
  • Hybrid working arrangement - spend two days in the office
  • Exam support after the probationary period to boost career growth
Essential Requirements
  • Previous experience in a similar role within an IFA Practice is necessary
  • Solid knowledge of investment products such as ISAs, Pensions, and Bonds is required
  • Confident communication skills are essential for effective verbal and written interactions
Desirable Qualifications
  • Financial Services qualifications can be advantageous


  • Whiteley, Hampshire, United Kingdom 00139 LEIDOS INNOVATIONS UK LTD. Full time

    Job Summary: We are seeking a highly experienced Strategic Growth Manager to lead the development and execution of our account strategy, driving growth and expansion within our key customer base. This role will be responsible for defining and implementing the division's growth strategy, working closely with the business development function to shape the...


  • Whiteley, Hampshire, United Kingdom 00139 LEIDOS INNOVATIONS UK LTD. Full time

    About this roleThis key appointment is crucial for the success of 00139 LEIDOS INNOVATIONS UK LTD. as it is a key growth area for Leidos UK and relies on maintaining existing and developing links with the established customer base and wider Leidos company.As the Strategic Business Development Director, you will be responsible for defining the strategy and...


  • Whiteley, Hampshire, United Kingdom OneDome Full time

    Role OverviewWe are seeking an experienced and knowledgeable Financial Planner to join our team at OneDome. As a key member of our wealth planning practice, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community.Key ResponsibilitiesContact clients to discuss their financial circumstances...


  • Whiteley, Hampshire, United Kingdom FBR Construction Recruitment Full time

    About the Role:We are seeking a skilled Customer Care Coordinator to join our team at FBR Construction Recruitment. As a Customer Care Coordinator, you will be responsible for providing exceptional customer service and support to our clients in the new build housing sector.Key Responsibilities:Respond to customer support messages and complaints in a timely...


  • Whiteley, Hampshire, United Kingdom Venture Recruitment Partners Full time

    About the Role:We are seeking a highly skilled and experienced Assistant Finance Manager to join our team at Venture Recruitment Partners. As a key member of our finance team, you will be responsible for supporting the Senior Manager in delivering a first-class professional service to clients.Key Responsibilities:• Support the Senior Manager in the...


  • Whiteley, Hampshire, United Kingdom 00139 LEIDOS INNOVATIONS UK LTD. Full time

    About the Role:This is an exciting opportunity to join Leidos as a Portfolio Director, leading the growth and development of a key account. As a key member of the leadership team, you will be responsible for defining the strategy and building market presence, working closely with US colleagues to provide an innovative and disruptive offering.Key...


  • Whiteley, Hampshire, United Kingdom Zetron, Inc Full time

    Job SummaryDomo Tactical Communications is seeking a highly skilled Director of Programme Management to join our global team. As a key member of our organisation, you will be responsible for overseeing the Programme Management function and aligned strategic initiatives across the global DTC business.Key ResponsibilitiesInitiate and set goals for...


  • Whiteley, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are seeking an experienced Training and Development Manager to lead the design, implementation, and management of our Adviser Academy Programme, as well as oversee all training and development needs across the advisory team. This is a critical role in ensuring that our aspiring advisers are equipped with the skills, knowledge, and qualifications necessary...


  • Whiteley, Hampshire, United Kingdom CMA Recruitment Group Full time

    Job Title: Lead Finance Manager - Global Financial ServicesCMA Recruitment Group is delighted to partner with a leading wealth management company to recruit a highly skilled Financial Accounting Manager.This global organisation boasts an excellent reputation for excellence, fostering innovative growth and opportunities for top talent within a dynamic team...


  • Whiteley, Hampshire, United Kingdom OneDome Full time

    About UsAt Contractor Wealth, we understand the importance of tailored financial advice for professionals in the contracting and freelance community. Our team provides expert guidance on various areas, including life insurance, investment advice, pensions, and estate planning.The Role:We are looking for an experienced Financial Consultant to join our team....


  • Whiteley, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly skilled and experienced Adviser Development Manager to join our team at Blakemore Recruitment. The successful candidate will be responsible for coaching, managing, and supporting a team of financial planners to maximise their skills and business performance.Key Responsibilities:Lead a team of financial planners to develop and deliver...

  • Financial Consultant

    1 month ago


    Whiteley, Hampshire, United Kingdom OneDome Full time

    As a Financial Consultant at OneDome, you will be part of a dynamic team dedicated to providing tailored financial advice to professionals in the contracting and freelance community. Your expertise will be focused on helping clients achieve their financial goals through a range of services including life insurance, investment advice, pensions, and estate...


  • Whiteley, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are Blakemore Recruitment, a leading recruitment agency dedicated to finding exceptional professionals for our clients in the financial sector. We are currently seeking a highly skilled Adviser Development Manager to join our client's team in Whiteley, Hampshire.As an Adviser Development Manager, you will play a vital role in coaching and managing a team...


  • Whiteley, Hampshire, United Kingdom Saltus Partners LLP Full time

    Finance Associate Role at Saltus Partners LLPWe are seeking a highly organized and proactive Finance Associate to join our growing team in Whiteley. This role will play a key part in supporting the finance team with day-to-day accounting tasks, including data entry, invoice processing, reconciliation, and administrative duties.Key Responsibilities:Assist in...


  • Whiteley, Hampshire, United Kingdom Employer name Menzies · 16 other jobs Full time

    Job DescriptionMenzies LLP offers an exciting career journey in accountancy through our ACA Graduate Apprenticeship programme. We invest in developing the knowledge, skills, and experience needed for a diverse and rewarding career. A fast-tracked career development plan recognizes potential and rewards ambition.What Does Our Audit & Assurance Team Do?We...


  • Whiteley, Hampshire, United Kingdom Sarto Thomas Ltd Full time

    About UsSarto Thomas Ltd is a leading recruitment business dedicated to connecting skilled professionals with temporary and contract roles in Civil Engineering design, Town Planning, Transport Planning, and Building Control. Our mission is to provide top-notch service, tailored solutions, and meaningful opportunities for growth.The RoleWe're seeking a...


  • Whiteley, Hampshire, United Kingdom Leidos Full time

    About the Role:We are seeking an experienced Strategic Sourcing Specialist to join our team at Leidos, where you will play a key role in driving business growth and ensuring compliance with public sector procurement regulations.Your Key Responsibilities:Support the Senior Tender Compliance Manager in ensuring all electronic tendering activity is completed...


  • Whiteley, Hampshire, United Kingdom OneDome Full time

    Role OverviewWe are seeking a skilled Financial Planner to join our team at OneDome. As a Financial Planner, you will be responsible for providing tailored financial advice to professionals in the contracting and freelance community.Key ResponsibilitiesContact clients to schedule in-depth reviews of their financial circumstances, current provisions, and...


  • Whiteley, Hampshire, United Kingdom Venture Recruitment Partners Full time

    Assistant Finance Manager, FarehamSalary: £55k - £65kWe are delighted to be supporting a high-growth professional services based business in Whiteley with the recruitment of a qualified Assistant Manager / Team Leader to join their rapidly expanding UK team as Assistant Finance Manager.Key Responsibilities:Manage the timely and accurate production of...


  • Whiteley, Hampshire, United Kingdom H2O Recruitment Services Full time

    We are seeking a Commercial Trading Manager to play a pivotal role in driving growth and success. The successful candidate will oversee a team of trading specialists, providing essential support to the Head of Commercial. Key responsibilities include conducting comprehensive trading evaluations for EU wholesale partners and enhancing profitable trading...