Client Focused Adviser
2 days ago
At AFH Wealth Management, we are committed to helping our clients achieve their financial goals. As a Wealth Management Specialist, you will play a vital role in delivering expert financial planning services and building lasting relationships with our clients.
Responsibilities- Develop and implement comprehensive financial plans for clients.
- Provide ongoing support and guidance to clients throughout their financial journey.
- Stay informed about market trends and legislative changes to ensure clients receive the best possible advice.
- Work collaboratively with colleagues to drive business growth and expansion.
To succeed in this role, you will need:
- A Diploma in Regulated Financial Planning or equivalent qualification.
- Candidate Financial Planner (CF30) status.
- Proven experience in providing exceptional client service and developing new business opportunities.
We offer a competitive salary, estimated at £60,000 - £80,000 per annum, based on industry standards and location. You will also have access to:
- Comprehensive training and development opportunities.
- A flexible working environment that suits your needs.
- A supportive team that is passionate about delivering exceptional client service.
-
Union-Focused Employment Lawyer
2 weeks ago
Sheffield, Sheffield, United Kingdom Verus Recruitment Full timeVerus Recruitment is proud to offer a challenging and rewarding opportunity for a Union-Focused Employment Lawyer to join our client's esteemed team in Leeds. As a key member of the Employment Rights team, you will specialize in Claimant-focused cases, advising clients on a wide range of employment matters, including tribunal claims, industrial relations...
-
Mortgage Adviser Trainee Programme
3 weeks ago
Sheffield, Sheffield, United Kingdom CV-Library Full timeUnlock Your Potential as a Mortgage AdviserA dynamic career opportunity awaits for an ambitious individual to join our award-winning mortgage broker based in Sheffield.This comprehensive Mortgage Adviser Trainee Programme is designed to equip you with the necessary experience and qualifications to become a fully qualified Mortgage Adviser.Your journey will...
-
Junior Adviser
2 weeks ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeJoin Our TeamNJR Recruitment is proud to offer a dynamic and supportive work environment where you can grow and develop your skills as a Junior Adviser.As a key member of our team, you will be responsible for providing exceptional client service and helping our clients achieve their financial goals.Key responsibilities include:Managing a portfolio of clients...
-
Client Focused Sales Assistant
2 weeks ago
Sheffield, Sheffield, United Kingdom Travis Talent Ltd Full timeInternal Sales Support PositionA fantastic opportunity has emerged for a motivated and results-driven individual to join our team as an Internal Sales Support specialist. In this role, you will play a vital part in driving sales success by providing exceptional support to our sales team.Key Responsibilities:Provide administrative support to the sales team,...
-
Solution Focused Hypnotherapist Professional
2 weeks ago
Sheffield, Sheffield, United Kingdom NHS Full timeJob Description:This is an exciting opportunity to join STEPS Rehabilitation as a Solution Focused Hypnotherapist.As a key member of our inter-disciplinary team, you will work collaboratively with nurses, rehabilitation assistants, physiotherapists, acupuncturist, speech and language therapists, psychologists and occupational therapists to deliver...
-
NHS Solution Focused Hypnosis Expert
2 weeks ago
Sheffield, Sheffield, United Kingdom NHS Full timeJob Overview:We are looking for a highly motivated Solution Focused Hypnotherapist to join our team at STEPS Rehabilitation in Sheffield. As a key member of our team, you will be responsible for delivering high-quality care and rehabilitation to clients with serious injuries and debilitating neurological illnesses.Your duties will include assisting clients...
-
Car Sales Representative
3 weeks ago
Sheffield, Sheffield, United Kingdom We Buy Any Car Ltd. Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Area Sales Executive.As a key member of our sales team, you will be responsible for buying cars, ensuring the efficient running of your branch, and delivering exceptional customer service to our clients.We offer a competitive salary of £25,380 per year (OTE...
-
Protection Adviser Opportunity
2 weeks ago
Sheffield, Sheffield, United Kingdom CLD Recruitment Full timeJob DescriptionWe are seeking an experienced Mortgage & Protection Adviser to join our team in Leeds. As a key member of our team, you will be responsible for delivering high-quality customer service by identifying customer needs for mortgage and protection products and providing advice to meet those needs.About UsCLD Recruitment (Leeds) Ltd is a leading...
-
Customer-Focused Security Professional
1 month ago
Sheffield, Sheffield, United Kingdom Gough & Kelly Limited Full timeAbout the Role: As a Customer-Focused Security Professional at Gough & Kelly Limited, you will play a vital role in delivering exceptional service to our clients. You will be responsible for installing, commissioning, servicing, and repairing CCTV and access control systems, ensuring high-quality results and meeting client deadlines.Key Responsibilities:To...
-
Private Client Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom Clear IT Recruitment Full timeAbout the Role: We are currently seeking a Private Client Specialist to join our team in Sheffield, South Yorkshire. As a Private Client Specialist, you will be responsible for advising clients on various aspects of private client law, including Wills, probate, trusts, and elderly client matters. You will also be required to manage a full caseload of...
-
Private Client Solicitor Specialist
2 weeks ago
Sheffield, Sheffield, United Kingdom G2 Legal Limited Full timeAbout the Role:A Private Client Solicitor role with a reputable firm of specialist Solicitors. The position offers a hybrid work scheme, allowing for remote work and a great work-life balance. Ideal candidates have 5-6 years of experience as a Private Client Solicitor. Key responsibilities include administering estates, advising trustees, and aiding the...
-
Senior Private Client Solicitor
6 days ago
Sheffield, Sheffield, United Kingdom Andy File Associates Ltd Full time**Job Title:** Senior Private Client SolicitorAbout the Role:We are seeking a highly motivated and experienced Senior Private Client Solicitor to join our Private Client department. As a key member of the team, you will work closely with the Head of Department and Operations Manager on a wide range of tasks, including advising and supporting clients on...
-
Private Client Lawyer
2 weeks ago
Sheffield, Sheffield, United Kingdom CRA Consulting Full timeKey ResponsibilitiesThe successful candidate will be responsible for advising clients on wills, trusts, and wealth management, managing complex estates, and assisting with succession planning. They will also have the opportunity to develop business skills and contribute to the growth of the firm.We are a national law firm with an excellent reputation locally...
-
Private Client Solicitor Expert
2 weeks ago
Sheffield, Sheffield, United Kingdom CRA Consulting Full timeRole OverviewCRA Consulting is seeking a skilled Private Client Solicitor Expert to join our wills and probate team in Sheffield, providing expert legal and tax advice for clients planning their futures.We handle complex estates with international elements, offering services including: Drafting, advising on, and executing willsSetting up and administering...
-
Self-Employed or Employed Financial Adviser
1 week ago
Sheffield, Sheffield, United Kingdom AFH Wealth Management Full timeCompany OverviewAt AFH Wealth Management, we pride ourselves on being a forward-thinking financial planning-led wealth management firm. Our team is dedicated to delivering exceptional service and expert advice to our clients, helping them achieve their financial goals.Salary & BenefitsThe estimated salary for this role is £45,000 - £65,000 per annum,...
-
Private Client Director Lead
6 days ago
Sheffield, Sheffield, United Kingdom Clark Wood Full timeAbout the RoleWe are looking for a highly experienced Private Client Director to lead our private client tax planning team in Sheffield. In this role, you will be responsible for driving the operational aspects of the team, including team development and overall strategy.Lead the private client tax planning team to achieve business goals.Conduct...
-
Hybrid Private Client Lawyer
2 weeks ago
Sheffield, Sheffield, United Kingdom G2 Legal Limited Full timeG2 Legal Limited is a leading law firm that provides expert legal services to clients across the UK. They are currently seeking a Hybrid Private Client Lawyer to join their team in Sheffield.The estimated salary for this role is around £90,000 - £110,000 per annum, depending on experience. The successful candidate will have 5-6 years' experience as a...
-
Private Client Solicitor Specialist
1 month ago
Sheffield, Sheffield, United Kingdom CRA Legal Full timeCRA Legal is looking for a Private Client Solicitor Specialist to join their team in Sheffield. The ideal candidate will have experience working on complex estates and high net worth individuals.About the Role:The Private Client Solicitor Specialist will be responsible for advising clients on wills, trusts, wealth management, and succession planning, as well...
-
Hybrid Private Client Lawyer
2 weeks ago
Sheffield, Sheffield, United Kingdom G2 Legal Limited Full timeAbout the Role We are looking for a skilled Private Client Solicitor to join our Sheffield Office. This Fantastic Opportunity involves working with a reputable firm specializing in private client law, where you will have the chance to develop your expertise in estate administration and trust management. Key responsibilities include dealing with all aspects...
-
Client Success Advocate
2 weeks ago
Sheffield, Sheffield, United Kingdom Zachary Daniels Full timeJob DescriptionWe are seeking a Client Success Advocate to join our team at Zachary Daniels. As a key member of our Sheffield office, you will be responsible for working closely with our customers to achieve their business goals and drive them to success.Responsibilities:Building and maintaining strong relationships with customers to drive growth and...