Junior Wealth Management Advisor
4 days ago
This is an exciting opportunity to join our advisory firm as an Administrative Support Role in Financial Services. The ideal candidate will have a strong background in financial services, excellent communication skills, and a passion for delivering exceptional client service.
Responsibilities- Support senior financial advisors with client-related tasks, including documentation and administration.
- Prepare and maintain accurate client records, ensuring compliance with industry regulations.
- Contribute to the production of high-quality review packs and valuations for annual reviews.
- Develop and maintain relationships with clients, providing exceptional support and guidance.
The salary for this role is £35,000 - £40,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including a pension scheme, life assurance, and access to ongoing training and development opportunities.
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Wealth Management Compliance Officer
2 weeks ago
Doncaster, Doncaster, United Kingdom Willow Resourcing Full timeJob OverviewWealth management firms are expected to adhere to stringent regulations, including those set by the FCA and PRA. To ensure compliance, we are seeking a Wealth Management Compliance Specialist to provide group-wide advice and support. This role will involve collaborating closely with our 1st line team to guarantee that all regulatory requirements...
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Compliance Specialist Wealth Management Firm
2 weeks ago
Doncaster, Doncaster, United Kingdom Willow Resourcing Full timeCompliance RoleWe are an ambitious wealth management firm seeking a Wealth Management Compliance Specialist to join our team. In this role, you will be responsible for providing group-wide compliance advice and support, ensuring that our firm meets all necessary regulatory requirements. You will work closely with our 1st line team to guarantee that FCA and...
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Professional Wealth Manager
1 day ago
Doncaster, Doncaster, United Kingdom Austin Fraser Full timeWe are seeking a highly skilled Professional Wealth Manager to join our team at an Independent Financial Advisory firm based in Doncaster. As a key member of the team, you will play a vital role in providing expert financial advice to individuals and businesses across various areas including pensions, investments, tax planning, and insurance products.About...
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Financial Services Regulatory Advisor
2 weeks ago
Doncaster, Doncaster, United Kingdom Willow Resourcing Full timeCompliance PositionWe are a small yet rapidly expanding wealth management firm seeking a highly skilled Wealth Management Compliance Specialist. This is a fantastic opportunity to join our team and make a significant impact on our company's growth. As a Compliance Specialist, you will be responsible for providing expert advice and guidance on all aspects of...
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Financial Leadership Manager
2 weeks ago
Doncaster, Doncaster, United Kingdom Hawsons and Hawsons Wealth Management Limited Full timeAudit Manager opportunity exists for a dynamic team in Doncaster office. This leadership role involves managing audit engagements, ensuring regulatory compliance, and delivering high-quality service to clients. The ideal candidate will possess strong leadership abilities and a passion for audit excellence.Key responsibilities include managing audit...
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Account Management Advisor
2 months ago
Doncaster, Doncaster, United Kingdom beBee Professionals Full time £20,000 - £30,000We are seeking an Account Management Advisor to join our team in Doncaster, UK. As a key member of our customer service team, you will provide exceptional support to our customers, ensuring their needs are met and exceeded.Key Responsibilities:Handle customer inquiries via phone, email, and chat.Provide product and service information.Resolve customer...
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Financial Services Associate
4 days ago
Doncaster, Doncaster, United Kingdom Lime Search & Select Ltd Full timeJob SummaryWe are seeking a highly motivated and organized individual to join our team as an Administrative Support Role in Financial Services. As a key member of our advisory firm, you will provide exceptional support to senior financial advisors and play a vital role in ensuring the smooth operation of our client services.Key ResponsibilitiesAssist senior...
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People and Culture Advisor
3 days ago
Doncaster, Doncaster, United Kingdom Keepmoat Limited Full timeKeepmoat Homes is a leading UK housebuilder transforming communities and improving lives. We design and build quality homes and work with local suppliers and tradespeople to meet community needs.Job descriptionWe have an excellent opportunity for a HR Advisor to join our team in this field-based role. The successful candidate will be responsible for...
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Junior Finance Professional
1 week ago
Doncaster, Doncaster, United Kingdom Agility Resoucing Full timeAgility Resourcing is committed to developing talented individuals into future finance leaders.We are currently recruiting a Junior Finance Professional to join our team.In this role, you will have the opportunity to work closely with experienced finance professionals and develop your skills in financial management, analysis, and planning.Your key...
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Customer Experience Advisor
3 months ago
Doncaster, Doncaster, United Kingdom beBee Professionals Full time £20,000 - £30,000Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Doncaster, United Kingdom.Key Responsibilities:Handle customer inquiries and resolve issues in a timely and professional manner.Provide accurate and up-to-date information about our products and...
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Chartered Accountant
2 weeks ago
Doncaster, Doncaster, United Kingdom Hawsons and Hawsons Wealth Management Limited Full timeSenior Audit Manager sought for dynamic team in Doncaster office. This key leadership role involves managing audit engagements, ensuring regulatory compliance, and delivering high-quality service to clients. Strong leadership abilities and a passion for audit excellence are necessary.Key responsibilities include managing audit engagements, coordinating and...
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Commercial Property Advisor
4 days ago
Doncaster, Doncaster, United Kingdom CV-Library Full timeAbout the JobThis is an exciting opportunity to work as a Commercial Property Advisor in a dynamic team, delivering high-quality results in a fast-paced environment. As part of our small team, you will handle landlord and tenant litigation cases, taking responsibility for a case load involving various property-related tasks.Your key responsibilities will...
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Audit Engagement Lead
2 weeks ago
Doncaster, Doncaster, United Kingdom Hawsons and Hawsons Wealth Management Limited Full timeAudit Engagement Lead required for dynamic team in Doncaster office. This senior role involves leading audit engagements, ensuring regulatory compliance, and delivering high-quality service to clients. Strong leadership abilities and a passion for audit excellence are essential.Responsibilities include managing audit engagements, coordinating and supervising...
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Customer Service Advisor
2 months ago
Doncaster, Doncaster, United Kingdom beBee Professionals Full time £20,000 - £25,000We are seeking a Customer Service Advisor to deliver exceptional customer service and support the store's day-to-day operations in Doncaster, United Kingdom.Key Responsibilities:Greet and assist customers with product selection.Provide product knowledge and advice to customers.Operate the cash register and handle transactions.Maintain the store's visual...
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Technical Advisor for Customer Solutions
1 week ago
Doncaster, Doncaster, United Kingdom CV-Library Full timeAbout the JobWe are looking for a highly motivated and experienced Digital Customer Advisor to join our team at JS Recruitment UK Ltd in Doncaster. This is a fantastic opportunity to develop your skills and expertise in digital technology and customer service.Job Description:The successful candidate will be responsible for providing first-line support to...
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Retail Advisor
3 weeks ago
Doncaster, UK, DN1 2HJ, Doncaster, United Kingdom EE Full timeWorking Hours: 20Location: Doncaster Salary: £12.34 p/h plus 20% on target commission Everyone’s welcome at an EE store. This is somewhere you can bring yourself to work because the things that make you different, are the things that help you to make better connections with our customers and help them find the right products and services. If you’re a...
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Employee Experience Manager
2 weeks ago
Doncaster, Doncaster, United Kingdom GXO Logistics, Inc Full timeKey ResponsibilitiesSupport the delivery of a quality HR service by assisting the HR Advisors with advisory, data entry, reporting, and general administrative tasks.Proactively monitor and provide management information relating to HR matters e.g., employee headcount, turnover, and absence statistics.Take the lead in planning and delivering Employee...
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Occupational Health Advisor
1 day ago
Doncaster, Doncaster, United Kingdom Edwards & Pearce Full timeOur client, Edwards & Pearce, is a well-established company in the fresh produce industry, seeking a talented Occupational Health Advisor to join their team. This role offers an exciting opportunity for a motivated individual to make a real difference in ensuring a safe and healthy working environment.The ideal candidate will have extensive experience in...
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Accommodation Services Manager
2 weeks ago
Doncaster, Doncaster, United Kingdom Institute of the Motor Industry. limited Full timeService Advisor Role OverviewInstitute of the Motor Industry limited is seeking a highly skilled Service Advisor to join our dynamic Aftersales team at a main dealership in Doncaster.We offer a competitive salary of £31,000 and an excellent benefits package including 22 days holiday (plus bank holidays), birthday off, pension, generous commission schemes,...
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Aviation Customer Support Specialist
4 weeks ago
Doncaster, Doncaster, United Kingdom Close Brothers Group Full timeAbout UsClose Brothers Group is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. Our purpose is to help the people and businesses of Britain thrive over the long term.