Financial Services Expert

14 hours ago


St Albans, Hertfordshire, United Kingdom Prestige IFA Jobs Full time
About Prestige IFA Jobs

We are a prestigious financial advisory consultancy with offices in key locations around the world. Our team of experts provides a comprehensive range of financial services to high-net-worth individuals and families.

Job Description

The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing expert advice on medium to longer-term financial objectives. You will have access to exclusive international solutions and be responsible for evaluating and advising clients on their financial plans.

Key Skills and Qualifications
  • Hold a Master's Degree and a level 4 UK financial planning qualification (CISI/CII).
  • Demonstrate a solid understanding of financial markets and instruments, including stocks, bonds, and alternative investments.
  • Have a proven track record of sales success and a strong network of contacts within the financial industry.
Benefits
  • Competitive salary: £60,000 - £80,000 per annum.
  • Opportunity to work with high-net-worth individuals and develop a loyal client base.
  • Access to a bespoke CRM system and ongoing training to ensure professional growth and development.


  • St Albans, Hertfordshire, United Kingdom GCB Recruitment Full time

    Our client is a rapidly growing financial services firm that offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment that prioritises employee satisfaction and growth.Responsibilities of the Financial Services Expert:Arranging client appointmentsManaging and maintaining client relationshipsGrowing a...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Securing Your Financial FutureAt Click and Connect Online Limited, we are dedicated to providing our clients with expert financial guidance. As a Financial Planning Expert, you will play a crucial role in helping them achieve their medium to longer-term financial objectives. With a focus on Lump Sum Investing, Retirement Planning, Education Fee Funding, Life...


  • St Albans, Hertfordshire, United Kingdom Ambition Full time

    Ambition is seeking an Insolvency Services Expert to join their team in St Albans. As an Insolvency Services Expert, you will play a critical role in helping companies navigate financial difficulties and achieve sustainable growth.The firm offers a competitive salary, plus a bonus of 10-20% based on company performance. Since 2013, the team has consistently...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Company Overview:Click and Connect Online Limited is a leading financial services firm seeking a highly skilled Financial Advisor to join their dynamic team in the United Kingdom.About the Role:This exciting opportunity is designed for an experienced professional who can provide expert financial advice, manage client portfolios, and contribute to the overall...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About Our CompanyWe are a pioneering financial advisory consultancy, dedicated to safeguarding our clients' financial futures through expert advice and guidance.Evaluate and advise on medium- to long-term financial objectives in areas such as lump sum investing, retirement planning, education fee funding, life insurance, and general estate & inheritance tax...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    As a Senior Financial Advisor with Independent Resourcing Consultancy Ltd, you will be responsible for delivering high-quality financial advice to clients in the UK. With an estimated annual salary of £60,000, this role offers a competitive compensation package and opportunities for career growth.Key Responsibilities:Conduct comprehensive financial...


  • St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full time

    About UsHoxton Wealth UK, a leading financial services firm managing over £2 billion in assets under management (AUM), is poised for further growth. Our expansion plans aim to reach £5 billion by 2027, with operations spanning multiple jurisdictions.Job OverviewAs an Expert Financial Strategist, you will collaborate with our UK acquisition teams to support...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Financial Advisor OpportunityWe are seeking a skilled and experienced Financial Advisor to join our team in the UK.About the RoleThe successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.Salary and...


  • St Albans, Hertfordshire, United Kingdom GCB Recruitment Full time

    We are seeking a highly skilled Senior Financial Services Specialist to join our client's dynamic team. As a key member of the financial services department, you will be responsible for providing expert guidance to clients on managing their finances through strategic cashflow planning.About the RoleIn this role, you will work closely with clients to...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    OverviewClick and Connect Online Limited is a dynamic financial services organization seeking an experienced Senior Financial Services Professional to join their UK-based team.Salary and BenefitsThe successful candidate can expect a competitive basic salary of £50,000, with the potential for OTE exceeding £100,000.About the RoleThis is an exciting...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Company OverviewOur client, a forward-thinking financial advisory consultancy, prides itself on delivering bespoke wealth management solutions. Established by UK-qualified financial experts, they differentiate themselves through their innovative approach in the offshore market.


  • St Albans, Hertfordshire, United Kingdom Robert Walters UK Full time

    Job Description:We are seeking a highly skilled and experienced Financial Management Expert to join our dynamic small finance team in St Albans. This role offers an exciting opportunity for a qualified or part-qualified management accountant with experience in preparing full management accounts, budgeting, P&L, forecasting, cost and project...


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    We are seeking a highly skilled Financial Advisor to provide expert financial advice to clients and contribute to the overall success of our financial services division.Responsibilities:Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.Provide tailored financial advice and recommend suitable...


  • St Albans, Hertfordshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleArtemis Recruitment Consultants Ltd is seeking a skilled Paraplanner to join our team. The successful candidate will work closely with Financial Advisers and the Administration team to provide exceptional support and guidance to clients.Key Responsibilities:Assist Financial Advisers in building strong client relationships through expert...


  • St Albans, Hertfordshire, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

    About the RoleAn exciting opportunity has arisen for a seasoned Financial Services Audit professional to lead our audit team. We are seeking an individual with extensive experience in managing audits, ensuring high-quality results and delivering excellent client service.Key Responsibilities:Lead a portfolio of around 50 audits for various clients in the...

  • Financial Expert

    2 days ago


    St Albans, Hertfordshire, United Kingdom Abacus Consulting Full time

    Job Title: Accounting ProfessionalWe are seeking an experienced and skilled Accounting Professional to join our team at Abacus Consulting in St Albans. This is a challenging role for a highly motivated individual who has recently qualified (or soon to qualify) as an ACA, ACCA or CIMA accountant with significant experience working within an FCA regulated...


  • St Albans, Hertfordshire, United Kingdom Miller & Carter Full time

    Miller & Carter - St AlbansWe are currently seeking a skilled Part Time Service Expert to join our team at Miller & Carter - St Albans. As a key member of our staff, you will be responsible for delivering exceptional customer service and contributing to the success of our restaurant.About the RoleYou will be working in a fast-paced environment, providing...

  • Field Service Expert

    3 weeks ago


    St Albans, Hertfordshire, United Kingdom Bennett and Game Recruitment LTD Full time

    Field Service Expert Job DescriptionWe are seeking an experienced Field Service Expert to join our team. As a Pump Specialist, you will be responsible for installing, maintaining, and repairing pumps in various locations across the UK. This role offers a competitive salary of £40,000 - £45,000 per annum, plus door-to-door travel pay and bonuses.The ideal...


  • St Albans, Hertfordshire, United Kingdom Michael Page (UK) Full time

    Company OverviewMichael Page (UK) is a leading recruitment agency providing expert recruitment services to various industries.


  • St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time

    Job OverviewClick and Connect Online Limited is seeking a diligent and organized Financial Services Administrator to provide comprehensive administrative support to our financial advisors and ensure the smooth operation of our services.