Financial Services Consultant
3 days ago
We are seeking a Financial Services Consultant to join our dynamic team. As a key member of our technical team, you will be responsible for delivering high-quality paraplanning services, supporting our financial planners to achieve excellent client results.
About the Role:This is a fantastic opportunity to work with a successful financial planning practice, providing expert support and guidance to our financial planners. You will be responsible for a range of tasks, including receiving instructions during debriefings, interpreting data, and analysing information to provide tailored solutions.
Key Responsibilities:- Receiving instructions and feedback from financial planners.
- Interpreting and analysing data to inform client recommendations.
- Preparation of suitability letters, illustrations, and key features documents.
- Maintenance of compliance procedures and standards.
- General administration and coordination tasks.
- Competitive salary up to £55,000.00 per annum.
- Flexible working arrangements, including hybrid and flexi-time options.
- Ongoing professional development and training opportunities.
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Financial Services Professional
3 weeks ago
West Bromwich, Sandwell, United Kingdom Quilter Financial Planning Full timePosition Summary Quilter Financial Planning is looking for a Financial Services Professional to join their team as a self-employed Protection Adviser. In this role, you will provide high-quality protection advice to our valued clients, working closely with our dedicated back-office support staff, Mortgage, Protection, and Wealth Advisers.About the...
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Experienced Financial Services Consultant
3 weeks ago
West Midlands Combined Authority, United Kingdom Regional Recruitment Services Full timeJob OverviewWe are seeking an Experienced Financial Adviser to join our advisory team in the UK. This is a full-time, permanent position ideal for seasoned financial advisers ready to contribute to a high-standard advisory service.About the CompanyRegional Recruitment Services is a leading provider of recruitment solutions to businesses across the UK. Our...
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Financial Services Consultant
3 weeks ago
West Blatchington, Brighton and Hove, United Kingdom Brave Human Capital Group Full timeBrave Human Capital Group is looking for a Financial Services Consultant to join our dynamic team. As a key member of our sales team, you will be responsible for developing and maintaining client relationships, identifying new business opportunities, and contributing to the overall growth of the company.The salary for this role is expected to be in the range...
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Financial Consultant
1 day ago
High Wycombe, Buckinghamshire, United Kingdom Avidity Full timeOverviewAt McCurrach UK Ltd, we are on a mission to empower individuals with cutting-edge technology.As a Financial Consultant, you will play a key role in driving sales and boosting product awareness in our dynamic retail settings.Our team of experts provides top-notch product training, equipping you with the knowledge needed to excel in this role.Drive...
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Financial Services Specialist
3 weeks ago
High Wycombe, Buckinghamshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob OverviewWe are seeking a skilled Paraplanner to join our team at Templegate Recruitment Limited in Stokenchurch. As a key member of our Financial Services team, you will be responsible for providing support to our clients in the financial services sector.The ideal candidate will have experience working as a paraplanner and possess excellent analytical...
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Financial Services Specialist
3 weeks ago
West Bromwich, United Kingdom Regional Recruitment Services Full timeWe are seeking an experienced financial adviser to join our advisory team in the UK. This full-time, permanent position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulatory compliance.Job OverviewThis role offers a unique...
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Recruitment Consultant
2 days ago
North West, United Kingdom Adele Carr Financial Recruitment Full time**reference**: BBBH16223_1644250668 Recruitment Consultant - Practice Division **Vacancy Type**: Permanent **Location**: North West England **Salary**: £25000.00 - £50000 per annum + OTE £50,00 + Bonus Recruitment Consultant - Public Practice Division North West - Hybrid and Virtual working offered! £50,000 OTE About the job This is an exciting...
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Financial Services Specialist
3 weeks ago
West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full timeCompany OverviewQuilter Financial Planning is a leading provider of financial services with a strong focus on client relationships.We are seeking a Protection Adviser to join our team, providing high-quality protection advice and building trust with valued clients.This role offers a unique chance to develop skills in:Delivering exceptional protection...
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Senior Financial Services Specialist
7 days ago
West Bromwich, United Kingdom Regional Recruitment Services Full timeWe are seeking a talented Senior Financial Services Specialist to join our advisory team in the UK. As an experienced financial adviser, you will be responsible for providing high-standard advisory services to clients and internal teams.The ideal candidate will have a strong background in financial planning and a proven track record of delivering excellent...
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Financial Planning Consultant
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom Avenue Recruitment Group LTD Full time £55,000A well-established and highly successful financial planning practice, Avenue Recruitment Group LTD, are seeking a skilled Financial Planning Consultant to join their technical team.About the RoleThis is an exciting opportunity for a seasoned professional with at least 5 years of experience in offering technical support to busy financial planners. The...
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Self Employed Financial Consultant
1 week ago
West Bromwich, West Midlands, United Kingdom Regional Recruitment Services Full time €55,000Financial Adviser If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. Are you an experienced financial adviser seeking a role with greater opportunities? We're looking for talented and experienced advisers to join our advisory team in the UK. This full-time, permanent...
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Self Employed Financial Consultant
1 week ago
West Bromwich, West Midlands, United Kingdom Regional Recruitment Services Full time €55,000Financial Adviser If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. Are you an experienced financial adviser seeking a role with greater opportunities? We're looking for talented and experienced advisers to join our advisory team in the UK. This full-time, permanent...
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Financial Planner Chorley
6 days ago
North West, United Kingdom Perspective Financial Group Full time**Office**:Perspective (North West) Ltd **Hours**:Monday - Friday 9.00am - 5.00pm (35 hours) **Salary**:Competitive dependant on experience and qualifications, plus Bonus **Benefits**:25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare **Specific...
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Financial Services Professional
3 weeks ago
West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full timeProtect Your Clients' FuturesWe are Four Oaks Financial Services, a proud member of the Quilter Financial Planning network, offering award-winning financial services to our valued clients.This exciting opportunity allows a Protection Adviser to work on a Self-Employed Basis, delivering high-quality protection advice and facts-finding to meet clients' unique...
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Client Servicing Administrator
7 months ago
West Bridgford, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Client Servicing Administrator** **Location**:West Bridgford, NG2 **Salary**: Up to £28,000 (depending on experience) with excellent benefits and profit-sharing bonus **Working as part of the team at an Appointed Representative of St. James’s Place Plc.** An excellent opportunity has arisen for a professional Client Servicing Administrator to work...
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Senior Financial Professional
2 weeks ago
West Blatchington, Brighton and Hove, United Kingdom Integris Financial Recruitment Full timeJob Description:We are recruiting for a highly motivated Senior Financial Professional to join our client's finance team. The successful candidate will have a strong background in finance and accounting, with excellent analytical and problem-solving skills.About the Company:Our client is a leading technology company listed on AIM. They are committed to...
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Financial Services Consultant
3 days ago
West Midlands Combined Authority, United Kingdom Brookson Full timeCompany OverviewBrookson is a leading provider of services in the UK flexible work sector. With over 25 years of experience, we utilize advanced technology and expert support to deliver excellent accounting, tax, financial, legal, and payroll services.We are part of a global company specializing in workforce management solutions and global employment...
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Renewable Energy Supply Consultant
6 days ago
West Malling, United Kingdom Commercial Services Group Full time**UP TO £40,000** **About Commercial Services Group** Commercial Services Group (CSG) is one of the largest providers of public sector and education procurement services globally, with revenues of c£500M, 1800 staff and six trading divisions: Global Education Supplies, Procurement, Energy & Carbon, Community Services, Professional Services and People...
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SAP Financial Consultant
6 days ago
West Sussex, United Kingdom Deerfoot IT Resources Ltd Full timeSenior SAP Finance Consultant - up to 70k DOE + Benefits Global Consultancy client Sussex - Hybrid Remote As a trusted, approved and preferred recruitment partner to this prestigious organisation, we have been asked to assist in the recruitment of an SAP Finance Consultant, where you will be a part of a dynamic team supporting a large customer base where...
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Chief Financial Strategist
2 weeks ago
High Wycombe, Buckinghamshire, United Kingdom FJWilson Talent Services Full timeJob OverviewFJWilson Talent Services is seeking a highly skilled and experienced Chief Financial Strategist to join their team. This is an exciting opportunity to play a pivotal role in delivering high-quality, customer-focused financial services that drive informed decision-making and operational success.The successful candidate will lead on management...