Financial Services Professional
4 days ago
We are seeking highly motivated professionals to advance their careers in financial services. The Fast Track Management Program is a three-year training program that includes marketing support, prospecting and technical assistance, and a comprehensive product suite.
Key Responsibilities:
- Develop customized, long-term strategies for clients to help them reach their financial goals.
- Present clients with solutions using a comprehensive array of financial products and services including life insurance, fixed and variable annuities, and mutual funds.
- Transition into management as an Associate Partner upon meeting program requirements.
- Recruit and develop your own team of financial professionals as an Associate Partner.
- Further your business acumen and expertise through our intensive six-month Associate Partner Training Program.
Compensation:
- Commission-based income as a financial professional.
- $120,000 - $150,000 per year (estimated salary range) as an Associate Partner, plus additional compensation related to the agents you recruit and develop.
Requirements:
- Cultural markets knowledge is preferred but not required.
- Some sales experience is necessary.
- Spanish, Portuguese, or other language fluency is beneficial.
- Required knowledge and experience working in the insurance or financial services field.
- A rewarding and challenging career as a goal-oriented, highly motivated financial professional.
-
Financial Services Professional
1 month ago
Stratford-upon-Avon, Warwickshire, United Kingdom NFU Mutual Full time £30,000About the RoleWe are seeking a talented individual to join our Financial Services team as a Graduate Scheme member. This is an exciting opportunity to develop your skills and knowledge in financial services, working with a leading provider.Key ResponsibilitiesSupport our customers with their financial queries and needsContribute to the development of...
-
Graduate Policy Financial Services Professional
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom NFU Mutual Full time £30,000Join a Comprehensive Financial Services ProviderNFU Mutual offers a Graduate Financial Services Scheme that empowers graduates to navigate the complexities of financial services with confidence.As a Graduate Financial Services Professional, you will be part of a supportive culture that prioritizes employee growth and development.The scheme provides a diverse...
-
Financial Services Expert
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom David Whittle Full timeRole OverviewA challenging opportunity for a skilled Senior Accountant has arisen at David Whittle. The ideal candidate will have a proven track record of delivering high-quality financial services and guiding junior accountants.Key ResponsibilitiesSupervise and assess the work of junior accountants to ensure compliance with accounting standards.Prepare and...
-
Financial Services Professional
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Bespoke Recruitment Solutions Ltd Full timeWe are looking for a talented Client Manager to join our team at Bespoke Recruitment Solutions Ltd. As a Client Manager, you will be responsible for managing a portfolio of clients and delivering high-quality services.The ideal candidate will have a strong background in accounting and experience in client management. The estimated salary range for this...
-
Mortgage Services Manager
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Countrywide Mortgage Services Full timeJob OverviewWe are seeking an experienced Senior Mortgage Advisor to take on a leadership role within our mortgage services team. As a Mortgage Services Development Manager, you will be responsible for supporting and developing less experienced colleagues, while also achieving revenue and product sales targets.Key ResponsibilitiesProvide supervisory support...
-
Financial Services Manager
1 week ago
Stratford-upon-Avon, Warwickshire, United Kingdom Bighornlaw Full timeSeeking a Leader with Competitive TraitsA challenging role is available at New York Life, a Fortune 100 company. As an Insurance Agent, you will be equipped and trained to drive positive impact in families. With a multifaceted approach, including industry-leading learning platforms, personalized coaching, and the ability to obtain industry professional...
-
Senior Financial Professional
4 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom BESPOKE RECRUITMENT SOLUTIONS LTD Full timeJob Title: ACCA Senior AccountantBespoke Recruitment Solutions Ltd is seeking an experienced ACCA Senior Accountant to join our team.About the Role:As an ACCA Senior Accountant, you will be responsible for overseeing junior accountants, ensuring accuracy and compliance while helping them grow in their careers. You will work closely with senior accountants...
-
Financial Services Development Expert
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Connells Group Full timeConnells Group is seeking a highly skilled Financial Services Development Expert to join our mortgage sales team.About the RoleWe are looking for an experienced professional to develop and implement strategies to drive revenue growth and product sales in our mortgage business.Key Responsibilities:Develop and implement sales strategies to achieve revenue...
-
Financial Services Leadership Position
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Countrywide Mortgage Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Mortgage Advisor to join our team as a Mortgage Services Development Manager. In this role, you will be responsible for providing supervisory support to the Mortgage Services Sales Manager, as well as supporting and developing less experienced colleagues.Key ResponsibilitiesSupervise and...
-
Financial Analyst
4 days ago
Stratford-upon-Avon, Warwickshire, United Kingdom Myerson Limited Full timeAbout Myerson LimitedWe are a Top 200 UK Law Firm as recognised by The Lawyer. Our firm, Myerson Limited, is proud to be ranked Top Tier by The Legal 500, commended by The Times Best Law Firms 2019 and 2023.Our team values a rock-solid reputation and recruits staff who are motivated by our core values and have an affinity to our collegiate and independent...
-
Dining Services Professional
3 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom GRACE N CARE LLC Full timeJob OverviewCome and join our team at GRACE N CARE LLC as a Dining Services Professional! In this role, you will play a vital part in ensuring that our residents receive exceptional care and support in their dining experience.About the RoleWe are seeking a highly motivated and caring individual to join our Food Service team. As a Café Assistant - Customer...
-
Senior Financial Analyst
1 month ago
Stratford-upon-Avon, Warwickshire, United Kingdom Mnp Llp Full timeRole OverviewWe are seeking an accomplished Senior Financial Analyst to join our team at MNP LLP. As a key member of our assurance and accounting department, you will be responsible for providing strategic business insights and solutions to our clients.Key ResponsibilitiesOur ideal candidate will have a strong background in accounting and financial analysis,...
-
Director of Financial Strategy
3 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Cancer Research UK Full timeCancer Research UK: Unlocking Breakthroughs in Cancer Care£68,000 - £72,000 per annum (+ Benefits)About the Role:We are seeking an exceptional Director of Financial Strategy to lead our Scientific Research & Innovation (R&I) directorate's financial planning and execution.Develop and implement robust financial plans for R&I, ensuring alignment with...
-
Financial Advisory Professional
3 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom TC Group Full timeAbout the Job">We are recruiting for a Tax Consultant to work in our Stratford upon Avon office. The ideal candidate will have 3-5 years' experience in Tax, knowledge of CCH, and experience managing a portfolio of over 150 clients.Responsibilities">Tax Return PreparationClient Portfolio ManagementTax Payment AdviceAdvisory WorkSupporting...
-
Service Professional
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Listers Full timeAbout ListersListers is a well-established dealership in Stratford-upon-Avon, dedicated to providing exceptional customer service.
-
Corporate Financial Manager
4 days ago
Stratford-upon-Avon, Warwickshire, United Kingdom Myerson Limited Full timeAbout Myerson LimitedWe are an award-winning, employee-owned law firm in Altrincham. As part of our Finance Team, you will contribute to driving growth and profitability.We are strong advocates of a successful work/life balance and proud to foster a workplace free from discrimination.Job OverviewThis role involves day-to-day management reporting aspects of...
-
Assistant Accounting Professional
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Page Personnel Sales Full timeWe are looking for an experienced Assistant Accounting Professional to join our team in Stratford upon Avon. As a key member of our accounting team, you will play a crucial role in ensuring the smooth operation of our financial systems.About the Role:Assist with daily accounting tasks, including managing income and expenditure, operating sales and purchase...
-
Senior Financial Accountant
6 days ago
Stratford-upon-Avon, Warwickshire, United Kingdom Hays Accounts and Finance Full timeJob SummaryWe are seeking a highly skilled Commercial Finance Professional to join our client's finance team. As a key member of the senior leadership team, you will work closely with the Finance Director and CFO to drive business growth and improve financial performance. Your responsibilities will include preparing management account variance analysis,...
-
Chief Financial Strategist
3 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Cancer Research UK Full timeJoin Our Team as Chief Financial Strategist and Help Beat Cancer£68,000 - £72,000 per annum (+ Benefits)About the Role:We are seeking an exceptional Chief Financial Strategist to lead our Scientific Research & Innovation (R&I) directorate's financial planning and execution.DEVELOP AND IMPLEMENT ROBUST FINANCIAL PLANS FOR R&I, ENSURING ALIGNMENT WITH...
-
Mortgage Sales Manager Professional
2 weeks ago
Stratford-upon-Avon, Warwickshire, United Kingdom Connells Group Full timeWe are Connells Group, a leading provider of financial services, and we are seeking a highly skilled Mortgage Sales Manager Professional to join our team.About the RoleWe are looking for an experienced professional to lead our mortgage sales team and develop and implement strategies to drive revenue growth and product sales.Key Responsibilities:Develop and...