Senior Financial 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...

As a Senior Financial Analyst at Meraki Talent Ltd, you will be responsible for analyzing complex financial data to inform our financial advisors' recommendations.Key Responsibilities:Financial Analysis: Conduct in-depth analysis of financial data to identify trends and patterns that inform our financial advisors' recommendations.Research and Development:...

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...

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...

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...

Are you a highly skilled Audit Senior looking to take the next step in your career? We are seeking an experienced professional to join our team in Newcastle as a Financial Audit Senior Leader.Job DescriptionWe are looking for a seasoned Audit Senior with strong leadership skills to lead and manage audit engagements from planning to completion. The successful...

About the RoleThis Senior Wealth Planning Advisor position offers an exciting opportunity to make a meaningful impact on people's lives by helping them achieve their financial goals. As a key member of our team, you will be responsible for providing expert financial advice and guidance to our valued customers.Key ResponsibilitiesConduct thorough 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,...

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...

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...

Job SummaryWe are seeking a highly experienced Senior CDM Advisor to join our team at Mattinson Partnership. As a Senior CDM Advisor, you will be responsible for delivering a variety of projects as a Principal Designer and/or CDM Advisor for various blue-chip clients across commercial, residential, retail, life sciences and education sectors.Key...

Senior Financial Strategy Position£55,000 - £62,500 per annum is the estimated salary for this senior position.We are seeking an experienced Corporate Senior Finance Manager to join our Corporate Finance team as a key advisor on growth, strategy, and mergers and acquisitions (M&A). As a senior member of our team, you will have the opportunity to develop...

Transaction Services ProfessionalWe are seeking a highly motivated and ambitious transaction services professional to join our growing Corporate Finance team at the Heels & Brogues Group. As a Senior Manager or Director, you will deliver financial and tax due diligence services to clients across various industries, including SMEs, PE houses, debt funds, and...

About UsNewcastle Building Society is a leading provider of financial services, dedicated to supporting the growth and success of our customers.We are currently seeking an experienced Senior Financial Leader to join our Internal Reporting & Accounting team. This role will play a key part in ensuring the delivery of high-quality financial information to...

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 Title: Financial Services AdvisorWe are seeking a skilled Customer Service Representative to join MTrec Ltd Commercial in Newcastle. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring a consistently positive experience for clients. You will educate customers on products and services offered by our...

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...

Job OverviewFletcher George Financial Recruitment is seeking an experienced Financial Assistant to join their team in Newcastle-upon-Tyne.As an Assistant Accountant, you will work closely with senior management to provide accounting and bookkeeping services to clients across various industries.The ideal candidate will have strong organizational skills,...

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...

Company OverviewHays Senior Finance is a well-established organisation that provides high-quality financial services. We are committed to delivering exceptional results and building strong relationships with our clients.Your New RoleWe are seeking an experienced Chartered Accountant to join our team as Financial Director. As part of this role, you will be...