Holistic Financial Solutions Specialist

23 hours ago


London, Greater London, United Kingdom Premier Jobs UK Limited Full time

Premier Jobs UK Limited is a leading firm in the industry, seeking an experienced Financial Advisor to join their team. As a pension specialist, you will be responsible for delivering high-quality financial planning and DB pension advice to clients.

The successful candidate will hold a G60/AF3 qualification and possess excellent communication skills to effectively interact with clients. They will also be self-motivated and able to work independently, leveraging company-provided leads and their own networking efforts to drive business growth.

Your key responsibilities will include:

  • Developing and implementing personalized financial plans for clients
  • Maintaining strong relationships with clients through regular communication and follow-up
  • Staying current with industry developments and best practices to ensure exceptional results

This is an excellent opportunity to secure a competitive salary of around £70,000 - £90,000 per year, plus additional benefits such as:

  • A flexible and supportive work environment
  • Opportunities for ongoing professional development and growth
  • A chance to work with a respected firm in the industry


  • London, Greater London, United Kingdom Premier Jobs UK Full time

    Pension Specialist Financial AdvisorJob Description:As a Pension Specialist Financial Advisor with Premier Jobs UK, you will play a critical role in delivering expert advice on holistic financial planning and DB pension cases. With a focus on client-centric service, you will be responsible for building strong relationships with clients and providing tailored...


  • London, Greater London, United Kingdom P10 Financial Group Full time

    We are seeking a Financial Solutions Specialist to join our team at P10 Financial Group in London. This role offers a competitive salary of £90,000 - £120,000 per annum.The successful candidate will be responsible for structuring large deals, making loan decisions through various means including credit history review, credit scoring, and affordability...


  • London, Greater London, United Kingdom Premier Jobs UK Full time

    Job DescriptionProvide comprehensive pension planning and advice to clients, including DB pension cases and holistic financial planning.Work closely with fellow IFAs to ensure seamless transitions and ongoing servicing.Maintain a steady flow of leads and generate new business opportunities.Collaborate with the company's Paraplanners and Administrators to...


  • London, Greater London, United Kingdom Eden Resourcing Full time

    About this OpportunityWe are seeking a highly skilled Wealth Management Paraplanner to join our team. This is an excellent chance to further your career and skills within a highly respected firm.Key Responsibilities:Deliver holistic services, working closely with the Principle to mould client offerings.Provide expert analysis and insight across various...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Administrative Finance DirectorWe are seeking an experienced Administrative Finance Director to oversee our finance function in central London.This role is responsible for managing our financial analysis and reporting, ensuring compliance with HMRC, and maintaining accurate asset and liability reconciliations.Key Responsibilities:Financial Analysis and...


  • London, Greater London, United Kingdom Disability Solutions Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Solutions Specialist to join our team. In this role, you will be responsible for acquiring new clients through prospecting, networking, and cold calling to ensure sales quotas are achieved.You will develop a sound sales pipeline of potential sales opportunities in assigned territory...


  • London, Greater London, United Kingdom Pistache Hospitality Full time

    Job Title: Holistic Treatment SpecialistWe are looking for a skilled Holistic Treatment Specialist to join our team at Pistache Hospitality's luxurious spa, DAMU.The ideal candidate will have a deep understanding of holistic and wellness concepts, with experience in developing and implementing innovative spa treatments and therapies.The estimated salary for...


  • London, Greater London, United Kingdom Market Financial Solutions Full time

    About Us:Market Financial Solutions is a leading independent bridging finance provider based in the United Kingdom. With a strong presence in the market, we specialise in offering fast and flexible bridging loans and buy-to-let mortgages to our valued intermediaries and clients.Job Description:The Senior Loan Manager will be responsible for overseeing the...


  • London, Greater London, United Kingdom PXP Financial Full time

    Job OverviewWe are seeking an experienced Payment Solutions Specialist to join our team at PXP Financial. This role will involve providing the sales team with tools, resources, and training to effectively communicate the value of our products.


  • London, Greater London, United Kingdom Premier Jobs UK Limited Full time

    About the RoleThis directly authorised firm requires a G60 / AF3 qualified pension specialist Financial Advisor who can provide holistic financial planning and/or DB pension advice to clients.Provide expert financial planning and pension advice to clients.Develop and maintain strong relationships with existing and new clients.Work closely with the company's...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Financial Staffing Solutions. As a key member of our finance department, you will be responsible for managing the financial and administrative operations of our organization.Key Responsibilities:Manage double entry bookkeeping, invoicing, and bank reconciliations...

  • Financial Manager

    3 days ago


    London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Financial Staffing Solutions is seeking an experienced Financial Manager to oversee the finance function of a specialist construction and development company based in North London.The successful candidate will have a demonstrable finance background within the construction industry, along with excellent SAGE and Excel skills. Key responsibilities include:Full...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Company Overview:Financial Staffing Solutions is a highly regarded professional services firm based in London.We are seeking a qualified Senior Accountant to run and manage our Finance and Administration function, reporting to the Management board.


  • London, Greater London, United Kingdom P10 Financial Group Full time

    We are looking for a Debt Solutions Specialist to join our team in London. The successful candidate will have extensive experience in advising clients on debt solutions, managing complex financial transactions, and making strategic business decisions.The ideal candidate will have at least 5 years of experience working in various financial institutions, with...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Job Title:Financial Administrator Apprentice SpecialistCompany Overview:Financial Staffing Solutions is a leading provider of financial services, seeking a highly skilled Financial Administrator Apprentice to join our team.Salary:We are offering a competitive salary of £28,000 - £32,000 per annum, depending on experience.Job Description:Provide exceptional...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    This fast growing specialist retail and wholesale business seeks a hands on Finance Manager to drive financial excellence in their busy, fast moving team.Responsibilities:Accounting Operations: Assist with the daily operations of the accounting department, ensuring smooth financial management.Financial Policies: Establish and enforce proper accounting...


  • London, Greater London, United Kingdom Orbis Full time

    About the RoleWe are seeking a skilled Financial Solutions Specialist to join our team at Orbis. In this role, you will be responsible for driving process improvements and delivering optimal treasury solutions.As a Financial Solutions Specialist, you will lead treasury initiatives, analyse and implement Treasury Management Systems (TMS), and collaborate with...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Financial Staffing Solutions is pleased to announce the availability of a Senior Financial Administrator position at a specialist construction and development company based in North London.The successful applicant will have a proven track record of managing finances, as well as expertise in SAGE and Excel.Key tasks include:Management Accounts preparation and...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    About the OpportunityAre you a talented Financial Accountant looking for a new challenge? We are seeking a highly skilled individual to join our team at Financial Staffing Solutions.The successful candidate will be responsible for preparing quarterly and monthly management accounts, year-end financial statements, and liaising with auditors. They will also be...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    At Financial Staffing Solutions, we are seeking a highly skilled Management Accountant to join our busy Finance team. As a key member of the team, you will report directly to the Financial Controller and be responsible for preparing management reports and accounts. Your duties will include:Monthly reporting tasksPosting journals related to sales (weekly and...