Financial Advisor

5 days ago


Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full time
Experienced Paraplanner Role

We are seeking a highly skilled Paraplanner to join our team, working in a dynamic environment that offers continuous learning opportunities. This role requires strong analytical skills, excellent communication skills, and a passion for delivering high-quality results.

Main Responsibilities:
  • Provide high-level support and expert analysis to the Principal of an Ultra High Net Worth Financial Wealth Advisor firm.
  • Assist in developing bespoke financial strategies for ultra-high-net-worth clients.
Key Skills:
  • Conduct thorough research and analysis of fund and investment performance.
  • Stay up-to-date with market trends, regulatory changes, and industry developments.
  • Prepare annual review reports for existing clients.
Benefits:
  • A competitive salary ranging from $120,000 to $150,000 per annum.
  • The opportunity to work in a dynamic, high-calibre environment with access to continuous learning opportunities.


  • Gloucester, Gloucestershire, United Kingdom Omega Resource Group Full time

    Role OverviewThe Omega Resource Group is seeking a highly skilled Senior Financial Advisor to join our team in Gloucester. As a key member of our finance department, you will be responsible for conducting thorough loan appraisals and analysing business plans to ensure viability and potential for growth.This is an exciting opportunity to work with small and...


  • Gloucester, Gloucestershire, United Kingdom Anderson Recruitment Full time

    Candidate AttributesTo succeed in this role, you will need to have:A full CeMap qualification or equivalent CF1 & CF6A minimum of 12 months experience as a Mortgage AdvisorPlanning and organisational skillsExcellent customer service and communication skillsDrive to achieve resultsIn return, you can expect a competitive salary, a car allowance, and a generous...


  • Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full time

    Company OverviewWe are a dynamic financial wealth advisor firm seeking an experienced Paraplanner to support our Principal. The successful candidate will work closely with the Principal, providing high-level support and expert analysis.


  • Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full time

    Bespoke Financial Strategies for Ultra-High-Net-Worth ClientsThis is an exceptional opportunity to work closely with the Principal of an Ultra High Net Worth Financial Wealth Advisor firm, supporting their efforts in developing tailored financial strategies for high-net-worth clients.About the Role:Collaborate with the Principal to provide high-level support...


  • Gloucester, Gloucestershire, United Kingdom CV-Library Full time

    About the RoleThis is an exciting opportunity to join our successful team in Gloucestershire as a Mortgage Advisor. As a Financial Services Specialist, you will be responsible for conducting face-to-face and telephone appointments with clients, providing advice and recommendations, and arranging mortgages and protection policies to meet key performance...


  • Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full time

    We are seeking a highly skilled Paraplanner to work closely with our Principal at Integrated Talent Partnership, an Ultra High Net Worth Financial Wealth Advisor firm.Key Responsibilities:Expert Analysis: Provide high-level support and expert analysis to the Principal on a daily basis.Client Engagement: Assist in developing best practices for client...


  • Gloucester, Gloucestershire, United Kingdom Anderson Recruitment Full time

    Company Overview">Anderson Recruitment, a market-leading estate agency, is seeking experienced mortgage advisors to join their successful team in Gloucestershire.">About the Role">This full-time, permanent opportunity involves providing exceptional service to clients in the Gloucestershire area. As an Experienced Mortgage Advisor, you will be based within...


  • Gloucester, Gloucestershire, United Kingdom Anderson Recruitment Careers Full time

    We are looking for an experienced Mortgage Advisor to join our successful team at Anderson Recruitment Careers in Gloucestershire. The ideal candidate will have a CeMap qualification or equivalent and a minimum of 12 months experience in the field.Job OverviewThe role involves working with clients to provide personalized mortgage recommendations and...


  • Gloucester, Gloucestershire, United Kingdom Ingeus Full time £26,460

    Job OverviewWe are seeking a dedicated individual to support individuals on probation or leaving custody as a Debt Advice Advisor.This part-time role, spanning 22.5 hours per week, offers flexibility in scheduling.About the RoleProvide comprehensive debt advice services, encompassing financial assessments and action plans for service users.Collaborate with...


  • Gloucester, Gloucestershire, United Kingdom Anderson Recruitment Full time

    About the RoleAs a Financial Services Advisor, you will play a key part in helping individuals achieve their dream of homeownership.You will be working closely with our award-winning estate agency team to provide expert mortgage advice and guidance to clients.In this role, you will have the opportunity to develop your skills and knowledge in the mortgage...


  • Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full time

    Paraplanning and Wealth Management ExpertWe seek an experienced Paraplanner to join our team, providing expert support to the Principal of an Ultra High Net Worth Financial Wealth Advisor firm. This role involves developing bespoke financial strategies for ultra-high-net-worth clients and collaborating with the Principal on key initiatives.Main...


  • Gloucester, Gloucestershire, United Kingdom Element Recruitment Limited Full time

    About Element Recruitment Limited: We are a leading recruitment agency providing expert staffing solutions to clients across various industries. As we continue to grow and expand our services, we are seeking a skilled Finance Business Partner to join our team.The successful candidate will be responsible for Financial Planning and Analysis, communicating...


  • Gloucester, Gloucestershire, United Kingdom CV-Library Full time

    About Us:CV-Library is a leading job board platform dedicated to connecting job seekers with top employers across various industries. Our company values professionalism, innovation, and customer satisfaction.Job Description:This Mortgage Advisor role offers a unique opportunity to join our team and contribute to the growth and success of CV-Library. As a...


  • Gloucester, Gloucestershire, United Kingdom Ingeus Full time £26,460

    About the PositionIngeus is a leading provider of employment and training services, working closely with governments, employers, and local partners to address complex social challenges.The successful candidate will be responsible for delivering debt advice services to individuals on probation or leaving custody.Key ResponsibilitiesConduct financial...


  • Gloucester, Gloucestershire, United Kingdom Gi Group Full time

    Growth-oriented businesses like Gi Group require professionals who can drive their success from behind the scenes.This is where our Group Payroll Advisor comes in – a crucial role that ensures seamless payroll operations, accurate financial calculations, and exceptional customer service.This job entails:Managing multiple payrolls for different...

  • Home Loan Advisor

    11 hours ago


    Gloucester, Gloucestershire, United Kingdom Anderson Recruitment Full time £50,000 - £60,000

    Are you an experienced Mortgage Financial Specialist looking for a new challenge? We are seeking a skilled professional to join our team in the Gloucestershire area.As a key member of our team, you will be responsible for providing clients with bespoke mortgage solutions and ensuring seamless customer experiences.Responsibilities:-Assessing client needs and...


  • Gloucester, Gloucestershire, United Kingdom Integrated Talent Partnership Full time

    We are seeking a skilled Paraplanner to join our team at Integrated Talent Partnership, an Ultra High Net Worth Financial Wealth Advisor firm. In this role, you will work closely with our Principal to provide expert analysis and support on a daily basis.Job Requirements:Experience: A minimum of [X] years of experience as a Paraplanner or in a related...


  • Gloucester, Gloucestershire, United Kingdom CV-Library Full time

    About the OpportunityWe are seeking a Mortgage Lending Consultant to join our team in Gloucestershire. As a Mortgage Advisor, you will work with clients to understand their financial needs and provide tailored solutions. This is a full-time, permanent role with a competitive salary package.Responsibilities:Meet with clients to discuss their mortgage...


  • Gloucester, Gloucestershire, United Kingdom Co-Operative Energy Ltd Full time

    Role OverviewThis position is ideal for an experienced Early Years Practitioner looking to take their career to the next level. As an integral part of our nursery team, you will work collaboratively with Quality Training Advisors to deliver outstanding care and education for children.Key Responsibilities:Support the education and development of key children...


  • Gloucester, Gloucestershire, United Kingdom Co-Operative Energy Ltd Full time

    We are seeking a qualified Early Years Practitioner to join our team at Co-Operative Energy Ltd. As an integral part of our nursery, you will work collaboratively with Quality Training Advisors to deliver outstanding care and education for children.Job Overview:The successful candidate will have the opportunity to make a real difference in the lives of young...