Current jobs related to Financial Services Specialist - Preston, Lancashire - Artemis Recruitment Consultants Ltd
-
Financial Services Specialist
3 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Services Specialist to provide expert guidance to clients on financial products and services. The ideal candidate will have a proven track record of successful financial guidance and be able to analyse market data to provide data-based advice.Key Responsibilities:Provide strategic advice on financial...
-
Financial Services Specialist
3 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Services Specialist to act as an intermediary between their company and customers. The ideal candidate will provide clients with financial guidance and make recommendations on how to best utilise their money. Key responsibilities include researching the marketplace on available products and services,...
-
Financial Services Specialist
3 weeks ago
Preston, Lancashire, United Kingdom Dosh Full timeJob Title: Financial Services SpecialistContract: PermanentHours: Part time - 25 hoursInformation: This role involves working from home with occasional travel within Lancashire. We operate flexible working hours and a flexible time system. A full UK driving licence is essential.Dosh is a not-for-profit company that supports people with a learning disability...
-
Preston, Lancashire, United Kingdom Hays Specialist Recruitment Limited Full timeFinance Business Partner Role OverviewAt Hays Specialist Recruitment Limited, we're committed to fostering a diverse and inclusive culture, welcoming individuals from all backgrounds to contribute to our ongoing growth and development. As a Finance Business Partner, you will work closely with senior stakeholders, providing influential financial insights to...
-
Financial Services Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaOur client, a reputable financial services firm, is seeking a skilled Financial Adviser to act as a trusted intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their financial resources. The...
-
Financial Services Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaOur client, a reputable financial services firm, is seeking a skilled Financial Adviser to act as a trusted intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their financial resources. The...
-
Financial Services Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - PrestonOur client, a reputable financial services provider, is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their money.Key...
-
Financial Services Specialist
1 month ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - PrestonOur client, a reputable financial services provider, is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their money.Key...
-
Financial Services Specialist
4 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as an intermediary between our client company and customers. The ideal candidate will provide clients with expert financial guidance and make recommendations on how to best utilise their money.Key ResponsibilitiesProvide strategic advice...
-
Financial Services Specialist
4 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as an intermediary between our client company and customers. The ideal candidate will provide clients with expert financial guidance and make recommendations on how to best utilise their money.Key ResponsibilitiesProvide strategic advice...
-
Financial Services Specialist
4 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser (Qualified) - CumbriaArtemis Recruitment Consultants Ltd is seeking a skilled Financial Adviser to act as a liaison between their company and customers. The ideal candidate will provide clients with expert financial guidance and make recommendations on how to best utilise their money.Key ResponsibilitiesProvide strategic advice across a...
-
Financial Planning Specialist
3 weeks ago
Preston, Lancashire, United Kingdom JohnstonGreer Ltd Full timeJohnstonGreer Ltd is seeking a skilled Financial Planning Specialist to join their Private Client team. As a Financial Planning Specialist, you will provide independent advice to HNW individuals, including business owners, professionals, and their families.The ideal candidate will have experience in providing holistic financial planning, operating across...
-
Financial Service Specialist
2 weeks ago
Preston, Lancashire, United Kingdom Dosh Full timeDosh is a not-for-profit company that supports adults with a learning disability to have more control and independence over their finances. As a Financial Advocate, you will play a vital role in enabling individuals to manage their money effectively, making informed decisions about their financial lives. The role requires a strong understanding of financial...
-
Financial Reporting Specialist
3 weeks ago
Preston, Lancashire, United Kingdom Agility Resoucing Full timeAgility Resourcing is seeking a highly skilled Financial Reporting Specialist to join their team on a fixed-term contract. The successful candidate will be responsible for managing the BAU whilst key members of the staff project manage the implementation of a new system.The Financial Reporting Specialist will work closely with a team of specialists across...
-
Financial and Contractual Specialist
4 weeks ago
Preston, Lancashire, United Kingdom beBee Professionals Full time £35,000 - £45,000beBee Professionals is looking for a Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in financial management, with excellent negotiation and communication skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity requirements.Monitor construction...
-
Financial Service Specialist
1 week ago
Preston, Lancashire, United Kingdom Dosh Full timeAbout the RoleWe are seeking a skilled Financial Advocate to join our team at Dosh. As a Financial Advocate, you will play a vital role in supporting individuals with a learning disability to manage their finances and make informed decisions about their money.Key ResponsibilitiesAct as an appointee and financial advocate for individuals with a learning...
-
Financial Planning Specialist
3 weeks ago
Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Specialist to provide financial planning services to clients in accordance with the company's propositions. The ideal candidate will have a Chartered or working towards qualification and be able to meet with clients and prospective clients to provide financial planning advice.The job...
-
Financial Planning Specialist
4 weeks ago
Preston, Lancashire, United Kingdom beBee Professionals Full time £45,000 - £65,000At beBee Professionals, we are seeking a highly skilled Financial Planning Specialist to lead our finance team in Preston, United Kingdom. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial plans, forecasts,...
-
Financial Services Specialist
6 days ago
Preston, Lancashire, United Kingdom Elevate Recruitment. Full timeMortgage Underwriter RoleAt Elevate Recruitment, we are seeking a skilled Mortgage Underwriting Professional to join our team. As a key member of our financial services division, you will be responsible for providing efficient and professional mortgage underwriting services to our clients and their customers.Key Responsibilities:• Process mortgage Decision...
-
Preston, Lancashire, United Kingdom RSM Full timeJob Title: Financial Accounting and Advisory Specialist ManagerWe are seeking a highly skilled Financial Accounting and Advisory Specialist Manager to join our team at RSM. As a key member of our growing financial accounting advisory specialists national team, you will be responsible for working on a broad range of technical accounting, financial reporting,...
Financial Services Specialist
2 months ago
Our client, a reputable financial services provider, is seeking a skilled Financial Adviser to act as an intermediary between their company and customers. As a Financial Adviser, you will provide clients with expert financial guidance and make recommendations on how to best utilise their money. The ideal candidate will be able to research the marketplace on available products and services, identify customers' needs, design financial strategies and close a sale.
Key Responsibilities- Provide strategic advice across a variety of financial products and services, including debt management, cash management, insurance coverage, and investments.
- Assess clients' overall financial picture, understand their needs, and develop a solid financial plan.
- Guide clients towards a profitable and secure financial decision.
- Cultivate a client base and build win-win relationships.
- Network, generate leads, and identify opportunities to sell financial products and services.
- Stay up-to-date with new industry trends and research the market to inform financial consulting.
- Oversee the course of the financial plan and update it, if necessary, to ensure profits.
- Comply with all industry rules and regulations.
- Liaise with providers, solicitors, valuers, and other professionals.
- Proven working experience as a Financial Adviser, Financial Planner, or relevant experience.
- Track record of successful financial guidance.
- Ability to analyse market financial data and provide data-based advice.
- Strong communication, negotiation, and presentation skills.
- Accuracy, attention to detail, and the ability to explain complex information clearly and simply.
- Excellent PC knowledge and ability to operate database systems.
- Current certificate of qualifications (FCA, CII, DipFA, CISI, or other).
- Degree in Finance or related field (preferable).
Please submit your CV to the hiring manager.
