Current jobs related to Financial Services Advisor - Ipswich, Suffolk - OCS Group


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    About YouTo be successful as a Independent Financial Services Advisor, you will need to have proven experience as a financial planner, with a strong understanding of investment and pension business.You should be able to analyse financial information and comply with regulations, with proficiency in MS Office and CRM systems. Strong attention to detail, math...


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    Job Title: Financial AdvisorAbout the RoleThe opportunity to work with Quilter Financial Planning offers an exceptional platform for experienced Financial Advisors to grow and succeed.This is a chance to join a leading financial services business that provides a robust support system, enabling advisors to focus on delivering exceptional client experiences...


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    Are you a skilled Financial Advisor seeking a new challenge? Look no further!Quilter Financial Planning is a leading financial services business offering an exciting opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.As a member of our team, you will be part of a strong network of advisors based across the UK, working...


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. The role offers a unique opportunity for a professional to work on both an employed and self-employed basis.The estimated salary for this position is £40,000 - £60,000 per annum, depending on experience. As a leading financial services business, we operate a...


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    The role of a Financial Advisor at Quilter Financial Planning involves working with clients to ensure they make informed and profitable financial decisions that meet their goals.The ideal candidate will have proven experience in financial planning, be able to analyze financial information, and stay up-to-date with regulations and industry practices....


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    What We OfferWe provide a comprehensive benefits package, including attractive remuneration terms, market-focused training, and infrastructure to deliver a first-class service to clients. Our team operates across the UK, offering national coverage and many opportunities for Advisers to maximise their earning potential.A competitive salary of £60,000 -...


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to work on both employed and self-employed basis at Quilter Financial Planning. This is an excellent opportunity for individuals looking to develop and grow their career in financial services.The role will involve providing clients with expert financial advice and support, generating new business,...

  • Financial Planner

    1 week ago


    Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    Job OverviewThis is an exceptional opportunity for a skilled Financial Advisor to join Quilter Financial Planning, a leading financial services business. The role offers a fantastic chance to develop and grow in a supportive environment.The ideal candidate will have proven experience as a financial planner, with excellent analytical skills, attention to...


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will play a critical role in helping clients achieve their financial objectives.The ideal candidate will have a proven track record in financial planning, excellent analytical skills, and the ability to communicate complex financial...


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    About the OpportunityWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is a fantastic opportunity for individuals looking to develop and grow their career in financial services.The role will involve working on both employed and self-employed basis, providing clients with expert financial advice and support....


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    About the RoleAs a Financial Planning Specialist at Quilter Financial Planning, you will have the opportunity to work with experienced financial advisors who are looking to develop and grow in their careers.This is an excellent opportunity for individuals who want to leverage their skills and experience to achieve success in a supported role.


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    Key ResponsibilitiesProvide personalized financial advice to clients, helping them make informed decisions about their finances.Develop and implement tailored financial plans to meet clients' objectives.Foster strong relationships with existing clients, maintaining trust and loyalty.Analyze financial information, staying up-to-date with regulations and...


  • Ipswich, Suffolk, United Kingdom Quilter Financial Planning Full time

    About the RoleThis is an exciting opportunity for a seasoned Financial Advisor to join our team at Quilter Financial Planning. Your main goal will be to ensure clients make wise and profitable decisions to meet their financial goals. You will prepare sound financial plans, advise clients on current financial issues, and generate new business by building...


  • Ipswich, Suffolk, United Kingdom Time Appointments Full time

    CV-Library is a well-established and reputable employer seeking a dedicated and organised Paraplanner to join our Ipswich-based team. As a Paraplanner, you will support our Financial Advisors in delivering comprehensive financial solutions to clients.This role involves preparing accurate and compliant reports and recommendations, conducting research and...


  • Ipswich, Suffolk, United Kingdom Opus Perm Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Administrator to join our team at Opus People Solutions. Based in Ipswich, this role requires providing administrative support to an independent financial advisor firm.Duties and Responsibilities:Ensure compliance with the Financial Services and Markets Act 2000 and FCA Principles &...


  • Ipswich, Suffolk, United Kingdom GCB Recruitment Full time

    Trainee Financial Advisor Position with Career Advancement OpportunitiesWe are looking for a talented and driven individual to fill our Trainee Financial Advisor position. As part of our team, you will embark on a structured learning journey, acquiring expertise in financial products, investment strategies, and client relationship management.Your...


  • Ipswich, Suffolk, United Kingdom Opus People Solutions Ltd Full time

    As a seasoned Senior Financial Advisor, you will play a crucial role in delivering exceptional client service and building long-lasting relationships with our clients in Ipswich. You will work closely with our team to provide expert financial advice and create customized plans that address clients' specific needs and goals.Key Responsibilities: Deliver...


  • Ipswich, Suffolk, United Kingdom Opus Perm Full time

    Opus People Solutions is seeking a highly skilled Financial Services Team Coordinator to join their team in Ipswich. As a Senior Financial Services Administrator, you will be responsible for providing expert administrative support to our financial advisor firm.Key Responsibilities:Ensure compliance with regulatory requirements, including the Financial...


  • Ipswich, Suffolk, United Kingdom Opus Perm Full time

    Opus People Solutions, a leading provider of administrative support solutions, is seeking a Senior Financial Services Administrator to join their team in Ipswich. This role offers an exciting opportunity to work with a dynamic financial advisor firm, providing expert administrative support to ensure seamless operations.Key Responsibilities:Ensure compliance...

  • Senior Administrator

    2 weeks ago


    Ipswich, Suffolk, United Kingdom Opus People Solutions Full time

    Senior Administrator - Financial ServicesJob SummaryOpus People Solutions seeks an exceptional Senior Financial Services Administrator to join our dynamic team, providing administrative support to our independent financial advisor firm in Ipswich. This role offers an exciting opportunity to develop your skills and contribute to our success.

Financial Services Advisor

1 month ago


Ipswich, Suffolk, United Kingdom OCS Group Full time

Job Overview

We are seeking a highly skilled Financial Services Advisor to join our team in Ipswich. As a key member of our finance department, you will play a crucial role in supporting our business by providing strategic financial insights and analysis.

Your main responsibilities will include producing timely and accurate monthly Management Reports and Accounts, ensuring compliance with accounting standards. You will also act as a trusted advisor to key stakeholders, helping them understand the financial position of the sector and making informed decisions.

The ideal candidate will have experience in preparing, reviewing, and interpreting Management Accounts, as well as budgeting and forecasting. Commercial acumen, excellent analytical and problem-solving skills, and advanced Excel skills are essential for this role.

Salary: £45,000 - £60,000 per annum

Benefits:

  • Wide range of retail discounts
  • Discounted gym membership
  • Cycle to Work scheme
  • Access to CHROMA, our internal diversity and inclusion community
  • Access to Mental Health First Aiders
  • Opportunity platform for learning and development