Financial Services Consultant

Company OverviewContinuum (Financial Services) LLP is a dynamic and growth-oriented financial advisory business. Our strong company culture prioritizes delivering exceptional results for clients, staff, and partners, leading to our top 50 ranking in the UK.About the RoleThis administrative support position will provide essential assistance to Independent...

About Delt Shared Services:Delt is a commercial company owned by the public sector and working in the public interest. Our team is dedicated to delivering exceptional financial services that empower our clients to achieve their goals.Job Purpose:This role supports Transforming Futures Multi Academy Trust, providing general financial support to resource...

Mortgage Services Sales Manager RoleA rare opportunity has emerged due to organic growth in our Mortgage Services division. We are seeking an experienced Sales Manager or Senior Mortgage Consultant to progress their career and lead our team to success.As the Sales Manager, you will oversee 14 branches across Plymouth and Mid Cornwall, nurturing and...

Mortgage Services Sales Director OpportunityA unique chance has arisen for a Sales Manager or Senior Mortgage Consultant to progress their career and lead a team of 9 Mortgage & Protection Consultants.As the new Sales Manager, you will oversee 14 branches across Plymouth and Mid Cornwall, nurturing and developing outstanding individuals already in the team...

We are proud of the company culture we have built at Continuum (Financial Services) LLP, which has created an exciting high-performance growth business that is now in the Top 50 Financial Advisory businesses in the UK.Our focus on collaborative teamwork and development means that you will accelerate your own learning, so please invest in your future with...

Role OverviewWe are seeking a highly organized and competent Financial Services Administrator to join our Client Delivery team in Plymouth. As part of a highly effective administration team, you will support our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesLiaise with policy providers...

Role: As a key member of the Blaze Credit Union team, you will be responsible for delivering exceptional member service and building strong relationships with our clients. This role involves recommending and selling financial products and services to advance the organization's growth objectives while exemplifying superior member service and expertise in the...

We are seeking a Financial Services Assistant to join our finance team in Plymouth.This role is crucial in supporting the company's expansion plans and ongoing success.About the Position:The Financial Services Assistant will be responsible for finance business partnering with key teams across the business.This includes overseeing sales ledger processes and...

Job OverviewWe are seeking a highly motivated and results-driven Field Sales Consultant to join our team at Bionic Services Ltd. In this role, you will be responsible for building and maintaining strong relationships with business owners, identifying new opportunities, and providing tailored solutions across multiple products.As a Field Sales Consultant, you...

At Successionwealth, we're seeking a skilled Financial Services Coordinator to join our Finance team. As a key member of our team, you'll play a vital role in ensuring the accuracy of Aged Debt records and adhering to our Revenue Recognition Policy. Your responsibilities will include corroborating aged debt within agreed timescales, supporting the team in...

Sanctuary Personnel Ltd is seeking an experienced Educational Services Consultant to join our team. The role involves delivering a range of psychological services, including consultations, statutory assessments, training, project work, complex casework, systemic and organisational work, ELSA training programme, supervision and coaching.We offer a competitive...

**Accounting Operations Manager Opportunity**TQR is seeking an experienced Accounting Operations Manager to lead our financial services team in Plymouth.Key Responsibilities:Prepare and review financial statements for clients.Manage tax compliance, including returns and computations.Oversee bookkeeping and accounting processes.Manage client relationships...

Financial Advisor Opportunity in ExeterWe are seeking an experienced Financial Advisor to join our team in Exeter. As a Financial Advisor, you will provide clients with impartial financial advice and have the opportunity to progress your career in a leading Law Firm.Provide clients with expert financial guidance and support.Have a Level 4 qualification in...

About TQR Consultancy Ltd:TQR Consultancy Ltd is a leading company seeking a dynamic Product Information Assistant to join our Finance team based at our busy Head Office in Plymouth.Key Responsibilities:Finance Business Partnering: Collaborate with key teams throughout the wider business to ensure efficient operation of our Finance team.Sales Ledger...

Role OverviewWe're seeking self-employed later-life lending advisers to join our team at Responsible Life. As a key member of our team, you'll be responsible for delivering exceptional customer service and providing expert advice on later-life lending solutions.Key ResponsibilitiesProvide expert advice on various mortgage products and recommend suitable...

About Us:Countrywide Mortgage Services, part of the Connells Group, is one of the largest and most successful estate agency and property services providers in the UK, founded in 1936 with a network of over 1,250 branches.We are committed to putting our employees first, recruiting, developing, and retaining the best talent. Our focus is on delivering...

We are seeking a highly skilled Financial Services Audit Manager to join our team at Francis Clark LLP. With a strong background in audit and financial services, you will play a key role in planning and completing statutory audits of corporate clients.As a Financial Services Audit Manager, you will be responsible for leading the audit team on-site and...

Financial Services Team Leader OpportunityWe are seeking a highly organized and competent Revenue Team Leader to join our Finance Team in Plymouth.In this fast-paced role, you will work as an integral part of our Finance team, ensuring Aged Debt records are accurate and following the Revenue Recognition Policy and corroborate aged debt within agreed...

About the RoleWe are seeking a highly skilled Student Financial Services Coordinator to join our team at the University System of New Hampshire. In this role, you will be responsible for reconciling all federal loan accounts on a monthly basis, assisting with annual audits of awards, and maintaining records of scholarships and financial aid granted.The...

About UsLSL Property Services Plc is the UK's number one residential surveying firm and the largest provider of property risk expertise and residential surveying services. We employ over 600 surveyors nationwide and complete more than one property inspection every 12 seconds.Our TeamWe're part of a leading property services group, which includes household...