Financial Services Specialist

Cathedral Appointments is proud to offer a range of job opportunities in financial services. As a Financial Services Specialist, you will have the chance to work with clients in the South West, providing expert advice on wealth management and helping them achieve their financial goals.Job Description:Provide expert advice on wealth management to clients in...

Job OverviewWe are seeking an experienced Financial Advisor to join our team as a home-based employee, providing quality leads and existing clients.This opportunity allows you to work with a highly respected IFA firm that is continually improving its client proposition and receiving industry recognition for its success.Our business typically provides its...

Job Description:We are seeking a highly skilled Financial Planning Specialist to join our team at Calvert Exmoor, a registered charity providing stimulating breaks and activities for children, adults, families, and groups with disabilities. As a Financial Planning Specialist, you will be responsible for reducing complexity and delivering accurate financial...

Are you a motivated and experienced Financial Advisor looking for a new challenge? We are seeking a qualified professional to join our team as a Home Based Financial Advisor in Barnstaple. This is an excellent opportunity to work with quality leads and existing clients, while also having the freedom to build your portfolio through proactive activities.Key...

As a seasoned Financial Advisor, you will be responsible for delivering expert advice to clients in the Barnstaple area. With a salary range of £50,000 - £75,000 depending on experience and qualifications, this role offers a unique opportunity to join a reputable IFA firm.This is a home-based position with travel required to meet clients in person and...

We are looking for a talented Financial Advisor to join our team in the United Kingdom.This role presents an excellent opportunity to work with a reputable IFA firm that consistently delivers high-quality services.As a Financial Advisor, your key responsibilities will include delivering advice to clients and identifying new business opportunities.About the...

We are seeking an experienced Financial Operations Specialist to join our client's team in North Devon. As a key member of the finance function, you will play a crucial role in producing month and quarter-end reports, ensuring accurate and timely financial information.About the Role:Leading the production of financial reports and analysisCollaborating with...

Job OverviewIn this role, you will assist on audits for corporate clients, developing skills in this area. You will also prepare year-end accounts and financial statements for a range of clients and support tax compliance and wider services. A successful candidate will have a strong foundation in accounting principles and practices, with a keen eye for...

About This Unique OpportunityWe are seeking a highly skilled and experienced Financial Advisor to join our team on a home-based basis.This is an excellent opportunity for individuals who are looking for a change in their career or those who wish to work from home. Our company offers complete support with specialist Administrators, Paraplanners, Compliance...

Financial Planning OpportunityA Premier Jobs UK Limited firm is seeking a Financial Planner Specialist to hold a Level 4 Diploma qualification in Financial Advice and CAS status for financial planning, working closely with administrators, paraplanners, and compliance managers to support your work.The ideal candidate will be able to commit to two days per...

Home-Based Financial Advisor RolePremier Jobs UK Limited seeks an experienced Financial Advisor to work from home with a guaranteed number of quality leads and existing clients. This opportunity allows the successful candidate to work with a well-respected IFA firm that consistently improves its client proposition and achieves industry recognition.As a...

Job DescriptionThis is an exciting opportunity for a skilled and experienced Financial Advisor to join our team as an employed member of staff.We are looking for someone with extensive knowledge and skills in financial services, who can work from home and provide exceptional service to our clients.The successful candidate will have a proven track record of...

Career Opportunity for Independent Financial AdvisorCathedral Appointments | South West Recruitment is seeking a highly skilled Independent Financial Advisor to join our team.The successful candidate will be responsible for assisting clients in understanding and managing their financial goals by providing personalised advice and creating strategic financial...

Unique Home-Based Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team on a home-based basis, providing high-quality advice and services to existing clients. As a Financial Advisor with Premier Jobs UK Limited, you will have the opportunity to work from home while enjoying the benefits of being part of a highly...

Cathedral Appointments | South West Recruitment is seeking a highly skilled Financial Services Professional to join their team in Barnstaple. This exciting opportunity offers the chance to work with a leading wealth management firm and grow your career as an Independent Financial Advisor.The ideal candidate will have a minimum of £60k per year fee income...

Key RoleAs a Financial Services Director at Cathedral Appointments | South West Recruitment, you will be responsible for achieving fee income targets while providing personalized advice and creating strategic financial plans.You will develop new business through networking with clients, introducers, and professionals, delivering timely and compliant advice...

Job Opportunity: Financial Services AssistantWe are seeking a highly skilled Financial Services Assistant to join our team at Trial Balance Consulting. The successful candidate will be responsible for providing administrative support in the preparation of financial statements, management accounts, and other related tasks.This role requires strong...

Job OverviewDirect Cleaning Services SW Limited is seeking an experienced Environmental Services Specialist to join their team. This role will involve working as a cleaning operative at Brynsworthy Environmental Centre, with hours of work between 4:30 PM and 7:00 PM, Monday to Friday.The ideal candidate should be able to commute to the location and be...

Financial Advisory RoleWe are seeking a seasoned Financial Advisor to join our esteemed firm, working from home near Barnstaple. With high-quality leads and existing clients, you will have the opportunity to excel in delivering exceptional service.This is an ideal chance to collaborate with a highly respected IFA firm that consistently enhances its client...

Premier Jobs UK Limited is a well-established IFA firm that offers a range of career opportunities for experienced **Financial Advisors**. We are currently seeking a Senior Advisor to join our team and work closely with our clients to deliver high-quality financial advice.In this role, you will be responsible for understanding your clients' current and...