Financial Services Specialist

Become a Business Growth Specialist - Financial Services at Jigsaw Financial and contribute to the success of our investment management business by promoting our proposition to intermediaries and financial advisers.About the RoleWe are seeking a skilled and driven individual to establish strong relationships with key stakeholders, lead business development...

Quilter Financial Planning is a leading provider of financial services with a strong focus on customer satisfaction. As a Protection Adviser, you will play a crucial role in helping clients achieve their long-term goals.Working on a self-employed basis, you will be responsible for providing high-quality protection advice to valued clients. Your duties will...

Quilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...

About the RoleQuilter Financial Planning is proud to offer an exciting opportunity for a Financial Protection Specialist to work on a self-employed basis. As a Protection and Wealth Adviser, you will provide holistic financial services to valued clients.The ideal candidate will have a strong background in protection advice, effective fact-finding, and...

Job DescriptionThis exciting opportunity at Quilter Financial Planning is for a Protection Specialist who can deliver exceptional protection advice and support to valued clients.The key aspects of this role include:Delivering high-quality protection advice that meets clients' needs and exceeds their expectations.Maintaining a deep understanding of clients'...

Job Title: Financial Planning SpecialistWe are seeking a skilled and experienced Financial Planning Specialist to join our advisory team in the UK. As a Financial Planning Specialist, you will play a crucial role in providing high-standard financial services to clients and internal teams.The ideal candidate will have a strong background in finance, excellent...

**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...

About the RoleWe are currently seeking a Financial Services Specialist to join our team. As a Financial Services Specialist, you will play a key role in providing high-quality financial advisory services to our clients, ensuring they achieve their financial goals and stay on track with their financial plans.The successful candidate will have a strong...

About Us: St. James's Place plc is a leading Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to High Net Worth clients.Fund Details: We have funds under management in excess of £184.4bn.Job Overview: As a Senior Administrator, you will provide technical and administrative support while...

At Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.This role involves utilizing...

Job SummaryJigsaw Financial invites applications from experienced Investment Managers for a challenging role that involves promoting funds and the investment management proposition to intermediaries/advisers, establishing strong relationships with advisers, and leading and managing business development activities. The ideal candidate will have proven...

About the RoleWe are seeking an experienced Financial Services Specialist to join our delivery team. As a key member of our team, you will be responsible for assessing and coaching Apprentices undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3, and Mortgage Advisor Level 3.Key ResponsibilitiesDeliver high-quality...

Are you a skilled and experienced financial professional seeking a new challenge in Birmingham?This is a unique opportunity to join a highly respected IFA firm as a financial services specialist.The business typically provides existing clients, allowing you to focus on delivering excellent service and growing your client bank.We offer a competitive salary of...

Are you a skilled Financial Services Specialist in Birmingham looking for an opportunity to work from home with quality leads and existing clients provided?This is a unique chance to join a respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides you with an...

Salary: £55,000 per annum + Bonus and BenefitsThis is an exciting opportunity for a dynamic and experienced Financial Adviser to join our team at CleverHR in Birmingham. As a Financial Services Specialist, you will be responsible for providing expert advice to corporate and private individuals, delivering integrated holistic advice that meets their...

Chris Hayes Associates, a leading Corporate Finance Advisory firm, is seeking a highly skilled Financial Services Specialist to join their team in Birmingham.The successful candidate will have a strong academic background and be a qualified accountant with excellent communication skills. They will play a key role in various lead advisory transactions,...

About the Role: Be-IT Ltd is seeking a highly skilled Financial Services Specialist to join their team. As an Academy Accountant, you will provide exceptional financial support to our educational clients, ensuring accurate and timely financial reporting.Responsibilities:Assist with annual accounts preparation, including statutory accounts for signature by...

Nationwide Specialist Services is a leading provider of retail window cleaning services. We are seeking a motivated and experienced window cleaner to join our team in your local area.About the Role:This is a fantastic opportunity for someone who wants to start a new career in retail window cleaning.The ideal candidate will have a strong work ethic, excellent...

Financial Services Treasury Management SpecialistA leading financial services organization is seeking a highly motivated Financial Services Treasury Management Specialist to work on a high-profile project focusing on the implementation of a new Treasury Management System across a large-scale modernization program.The ideal candidate will have experience as a...

This Investment Manager position at Jigsaw Financial requires an individual with excellent communication skills and a positive mentality to build strong internal relationships and drive business growth.Key Skills:Proven business development experience.Strong investment and/or pensions/retirement experience.Excellent phone manner and communication skills.The...