Financial Services Advisor

Job DetailsPage Personnel is seeking a skilled Contact Centre Advisor to join a leading business within Financial Services on a temporary basis. The successful candidate will be based in a city centre office in Leeds and will work on a 6-8 week contract.Escalate queries, complaints, risks, and issues promptly.Experience within the Financial Services industry...

Job DetailsWe are seeking a skilled Contact Centre Advisor to join our team at CV-Library in Leeds, West Yorkshire. The successful candidate will be responsible for responding to inbound contact from shareholders and their representatives, undertaking identification and verification checks, and escalating queries and complaints promptly.Key...

Financial Advisory Role at TeneoWe are seeking a highly skilled Financial Advisory professional to join our team at Teneo. As a Senior Financial Advisor, you will work closely with our global team to provide advisory services to corporates, creditors, and other financial stakeholders.Key Responsibilities:Advise clients on financial restructuring and cash...

Job Title: Financial Services ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a highly motivated and organized individual to join our team as a Financial Services Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in...

Job Title: Financial Services ParaplannerLocation: North LeedsJob Type: Full-timeSalary: £23,000 - £30,000 per annumJob Description:We are seeking a highly motivated and organized individual to join our team as a Financial Services Paraplanner. As a key member of our Wealth Management team, you will be responsible for supporting our Wealth Managers in...

Job DescriptionWe are seeking a Senior Financial Advisor Lead to join our team at IDEX Consulting Ltd in Leeds or Harrogate, working with affluent clients and developing key relationships.As a centre of intelligence on financial areas, you will manage relationships and provide tailored advice.You will take responsibility for key relationships, constructing...

Job DescriptionThis role is a key part of our administrative team, providing crucial support to our financial advisors and ensuring that our clients receive the best possible service.Key ResponsibilitiesAssist our financial advisors in processing new and existing business, including client reviews, compliance documents, and fund switches.Provide...

Job SummaryWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As an IFA Support Specialist, you will provide administrative support to our financial advisors, ensuring the smooth operation of our business.Key ResponsibilitiesProvide administrative support to financial advisors, including processing new...

Artemis Recruitment Consultants Ltd is seeking a Trainee Financial Advisor to join their team in Leeds. The successful candidate will be responsible for advising clients on their financial needs and objectives.Key responsibilities include:Prospecting and contacting potential clients to discuss their financial needsCompiling reports and making recommendations...

About the RoleWe are seeking an experienced Customer Solutions Expert to join our team at Lowell Financial Ltd.Key ResponsibilitiesSupport customers through various stages of the debt recovery process.Provide empathetic and professional service to meet customer needs.Meet targets and contribute to the team's success.What You'll GetA starting salary from...

We are seeking a highly experienced and qualified Financial Services Specialist to join our team at IGS Ltd. in Leeds. As an Independent Financial Adviser, you will be responsible for providing expert advice to clients on a range of investment-based products, including pensions, investments, unit trusts, and SIPPs. You will work closely with clients to...

Centre Advisor Position in LeedsAre you passionate about delivering exceptional customer service? We are seeking a highly motivated and organized Centre Advisor to join our team at Page-Hired in Leeds. As a Centre Advisor, you will be the first point of contact for clients, providing support and guidance over the telephone. You will work in a regulated...

About the OpportunityWe are seeking a highly skilled Strategic Financial Advisor to join our team at QA in Leeds. In this role, you will work closely with senior stakeholders to provide financial support and guidance.Job SummaryPrepare and manage budgets and quarterly reforecastingManage and achieve financial targets and objectivesDeliver contractual client...

Job Title: Business Services Category ManagerJob Summary:We are seeking a highly skilled Business Services Category Manager to join our team at the Financial Conduct Authority. As a key advisor to senior stakeholders, you will be responsible for developing and maintaining category strategies to enable the Business Services procurement team to engage...

About the RoleWe are seeking a skilled Mortgage Advisor to join our team at HSBC Global Services Limited. As a Mortgage Advisor, you will play a key role in providing exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesEngage with customers over the telephone to understand their mortgage needs and provide...

About Our ClientPage Personnel Sales have a new exciting opportunity for a Contact Centre Advisor to join a reputable business within the automotive sector in Leeds.As a Contact Centre Advisor, you will be dealing with a range of customer enquiries mainly over the telephone, ensuring each call is dealt with promptly and efficiently, and providing the highest...

About the Role:The Pharmacy Advisor role is an exciting opportunity to join our team at Boots Opticians. As a Pharmacy Advisor, you will be working closely with customers to provide exceptional customer care and support. Your main focus will be on delivering dispensary operations efficiently and ensuring dispensing losses are minimized.Key...

Job OverviewWe are seeking an experienced and skilled Financial Services Assistant to join our team at Intellect Group. As a key member of our financial services team, you will play a vital role in supporting our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality suitability reports.Key Responsibilities:Suitability Report...

AKA The Recruitment Specialists are excited to continue working with a fantastic dealership group to bring you this Service Advisor position. Working at their Leeds branch, although past automotive experience is advantageous, previous customer service advisors out of the trade will also be considered.Key Responsibilities:Dealing with customers both face to...

About the RoleWe are seeking an experienced Financial Consultant to join our team at abrdn. As a Financial Consultant, you will be responsible for delivering high-quality financial planning and paraplanning services to a large portfolio of clients.Key Responsibilities:Manage a large portfolio of clients, delivering high-quality financial planning and...