Financial Services Advisor

Financial Planning OpportunityAt Quilter Financial Planning, we are seeking an experienced Financial Advisor to join our team. As a leading financial services business, we operate a robust network of advisors across the UK, offering a fantastic opportunity for motivated individuals to develop and grow. The Role:Develop and implement effective financial plans...

Dive into the world of Financial Services at RSM UK and make a meaningful impact on our middle-market clients. As a Financial Services Advisor, you'll bring your expertise in tax laws to life, creating innovative solutions that drive business success.With an estimated annual salary of £42,000 - £52,000, this role offers a highly competitive package that...

About the RoleWe are seeking an experienced Financial Services Expert to join our team at CV-Library in Newcastle. The ideal candidate will have a strong background in customer services, preferably in financial services or a similar regulated industry, and be able to deliver exceptional customer experiences.Responsibilities:To ensure consistently positive...

About the JobAs a Financial Services Customer Advisor, you will be responsible for ensuring that customers receive an exceptional level of service, providing information and guidance on our products and services, and resolving customer queries in a professional and efficient manner.You will work as part of a highly trained team, providing support and...

At IDEX Consulting, we are working with a respected advisory firm in Newcastle to recruit an experienced Financial Advisor.About the RoleThe ideal candidate will be a Level 4 qualified Financial Advisor with experience in paraplanning, trainee advisory roles, or mortgage advice background.Ongoing client relationship management and lead generation...

IDEX Consulting is partnering with a reputable advisory firm in Newcastle to fill a Financial Advisor position.About the JobAs a Financial Advisor, you will be responsible for building relationships with clients and generating new business opportunities.Client acquisition and retention strategiesTeam collaboration and stakeholder engagementThe successful...

IDEX Consulting Ltd is seeking a highly skilled Financial Solutions Advisor to join their team in Newcastle.As a Financial Solutions Advisor, you will be responsible for providing accurate and compliant suitability reports, working closely with the adviser to gather client information, and ensuring all advice documentation meets FCA guidelines.The company...

We are seeking a highly skilled individual to join our team at Core-Asset Consulting Ltd as a Financial Services Trainer. This is a permanent position that offers an excellent opportunity for professional growth and development.About the Role:We are looking for someone with a strong understanding of financial services and a passion for training and...

Job Description:We are seeking a highly motivated and experienced Mortgage and Protection Advisor to join our team in Newcastle Upon Tyne.Your primary responsibility will be to build relationships with the Estate Agency teams, providing training and support to help them understand and meet their customers' needs.You will also be responsible for attracting...

Job OverviewWe are seeking a self-motivated and dynamic individual to join our team as a Commissioned Financial Advisor in Johannesburg. The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and...

Company Overview:Mtrec Ltd Commercial is a renowned company in the field of commercial services, with a strong presence in Newcastle. Their state-of-the-art customer service operation is expanding rapidly, creating opportunities for skilled professionals to join their team.Job Description:The role of Financial Services Customer Advisor involves providing...

Job DescriptionWe are seeking a highly skilled and experienced Senior Tax Advisory to lead our Corporate Tax team. As a key member of our leadership team, you will be responsible for driving business growth and providing strategic tax advice to clients.Key Responsibilities:Develop and implement tax planning strategies to minimize client liabilitiesBuild and...

Job SummaryWe are seeking a skilled Paraplanner to join our team in Newcastle. As a Paraplanner, you will be responsible for providing high-quality support to our Financial Advisors in delivering excellent financial planning solutions to clients.Your Key TasksPrepare and present financial plans to clientsConduct cashflow modelling to support financial...

Establish a rewarding career as a highly motivated Financial Services Semi Senior with Fletcher George Financial Recruitment. This exciting opportunity is perfect for ambitious individuals seeking to develop their technical expertise and progress their professional qualifications.Fletcher George Financial Recruitment offers an ideal environment for growth,...

Company Overview: Fletcher George Financial Recruitment is a leading provider of financial recruitment services. Our team has extensive experience in placing candidates in top-tier accounting firms, and we pride ourselves on our personal approach to recruitment. In this role, you will have the opportunity to work with a talented team of professionals who are...

We are seeking an experienced Senior Auditor to join our team at Johnston Carmichael. As a trusted advisor to our clients, you will provide expert guidance on regulatory requirements and industry best practices.With a strong understanding of CASS regulations and FCA guidelines, you will ensure that our clients' operations are compliant and risk-free.You will...

Job OverviewWe are seeking an experienced Financial Services Training Manager to join our team at Core-Asset Consulting Ltd. As a key member of our staff, you will be responsible for providing support to advisors on all aspects of training, competency, and compliance.

Arup Shared Service Centre in Newcastle offers an exciting opportunity to contribute to our continued growth and success.Expression of Interest - Finance Shared Services CentreWe're looking for skilled professionals to join our dynamic team, providing financial management and direction for Arup Group and associated companies.The team comprises approximately...

Job Overview:Randstad Technologies is seeking a Service Delivery Advisor to join our team on a 6-month contract with the possibility of extension.In this role, you will provide exceptional customer service and support to our clients, handle sensitive data/information, and follow all GDPR rules and regulations.Main Responsibilities:Deliver outstanding...

This is an excellent opportunity for a skilled Paraplanner to contribute to the delivery of exceptional financial planning services in Newcastle.The successful candidate will provide high-quality support to our team of experienced Financial Advisors, who offer comprehensive financial planning solutions to clients.As a Paraplanner, you will play a vital role...