Senior Financial Advisor

4 days ago


Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd seeks a skilled Senior Financial Advisor to lead the way in providing financial planning expertise to clients.

  • Develop and maintain strong client relationships, with a focus on maximising their financial potential and accurately recording all relevant information in the CRM system.
  • Ensure revenue targets are consistently met, and all work is completed in a compliant manner, adhering to the company's quality standards.
  • Work closely with the team to deliver exceptional financial planning services, analysing client needs and creating tailored solutions.

As a key member of the team, you will be responsible for researching and interpreting financial data, preparing reports, and communicating findings to clients.



  • Preston, Lancashire, United Kingdom Age Partnership Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Advisor to join our team at Age Partnership. As a key member of our team, you will be responsible for providing exceptional equity release advice to our clients, promoting Age Partnership as the premier provider of quality advice in the field of equity release.Key...


  • Preston, Lancashire, United Kingdom Age Partnership Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Advisor to join our team at Age Partnership. As a key member of our team, you will be responsible for providing exceptional equity release advice to our clients, promoting Age Partnership as the premier provider of quality advice in the field of equity release.Key...


  • Preston, Lancashire, United Kingdom Age Partnership Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Advisor to join our team at Age Partnership. As a key member of our team, you will be responsible for providing exceptional equity release advice to our clients, promoting Age Partnership as the premier provider of quality advice in the field of equity release.Key...


  • Preston, Lancashire, United Kingdom Age Partnership Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Advisor to join our team at Age Partnership. As a key member of our team, you will be responsible for providing exceptional equity release advice to our clients, promoting Age Partnership as the premier provider of quality advice in the field of equity release.Key...

  • Senior Legal Advisor

    2 weeks ago


    Preston, Lancashire, United Kingdom Michael Page (UK) Full time

    Job Title: Senior Legal AdvisorAbout the Role:We are seeking a highly skilled Senior Legal Advisor to join our in-house legal team. As a key member of the team, you will be responsible for providing expert legal advice and solutions across multiple jurisdictions, partnering with international global customers and industry collaborators.Key...


  • Preston, Lancashire, United Kingdom Axon Moore Full time

    Financial Director OpportunityAxion Moore is pleased to present a unique opportunity for a Financial Director to join a thriving private equity backed business. As a finance-specialist agency, we have a proven track record of connecting high-calibre talent with premium roles.Role Overview:The Financial Director will play a pivotal role in shaping the...


  • Preston, Lancashire, United Kingdom SUB SURFACE Full time

    Senior Environmental Advisor Job SpecificationWe are seeking a highly skilled Senior Environmental Advisor to join our Consultancy team based at our Head Office in Preston. As a key member of our team, you will work on a wide range of projects, providing geotechnical and geo-environmental technical expertise and advice to our area offices and clients.Main...


  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis Recruitment Consultants Ltd is seeking a Trainee Financial Advisor to join their team in Preston. The successful candidate will be responsible for advising clients on financial matters and working towards becoming a qualified financial advisor.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial needs and...

  • Financial Director

    4 weeks ago


    Preston, Lancashire, United Kingdom Axon Moore Full time

    Finance Director | £90,000 - £120,000 plus wider package | Private Equity Backed Business | Lancashire | Succession Planning for CFOCompany:Our prestigious client, a dynamic private equity backed business, is embarking on an exciting growth phase. Recent investment will enable accelerated organic growth and the opportunity to pursue a buy and build M&A...

  • Financial Director

    4 weeks ago


    Preston, Lancashire, United Kingdom Axon Moore Full time

    Finance Director | £90,000 - £120,000 plus wider package | Private Equity Backed Business | Lancashire | Succession Planning for CFOCompany:Our prestigious client, a dynamic private equity backed business, is embarking on an exciting growth phase. Recent investment will enable accelerated organic growth and the opportunity to pursue a buy and build M&A...


  • Preston, Lancashire, United Kingdom Age Partnership Full time

    Job Title: Field Equity Release AdviserAbout the Role:We are seeking a highly motivated and experienced Field Equity Release Adviser to join our team at Age Partnership. As a Field Equity Release Adviser, you will be responsible for providing high-quality equity release advice to existing and prospective clients, promoting Age Partnership as the premier...


  • Preston, Lancashire, United Kingdom Age Partnership Full time

    Job Title: Field Equity Release AdviserAbout the Role:We are seeking a highly motivated and experienced Field Equity Release Adviser to join our team at Age Partnership. As a Field Equity Release Adviser, you will be responsible for providing high-quality equity release advice to existing and prospective clients, promoting Age Partnership as the premier...

  • Senior Legal Advisor

    3 weeks ago


    Preston, Lancashire, United Kingdom BAE Systems Full time

    Job Title: Senior Legal AdvisorLocation: Various UK locations considered with travel to Frimley, Surrey once per week / occasional international travel. We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role.Job Summary:We are seeking a highly skilled and experienced Senior...


  • Preston, Lancashire, United Kingdom Age Partnership Full time

    Job Title: Field Equity Release AdviserAbout the RoleWe are seeking a highly motivated and experienced Field Equity Release Adviser to join our team at Age Partnership. As a Field Equity Release Adviser, you will be responsible for providing high-quality equity release advice to existing and prospective clients, promoting Age Partnership as the premier...


  • Preston, Lancashire, United Kingdom Age Partnership Full time

    Job Title: Field Equity Release AdviserAbout the RoleWe are seeking a highly motivated and experienced Field Equity Release Adviser to join our team at Age Partnership. As a Field Equity Release Adviser, you will be responsible for providing high-quality equity release advice to existing and prospective clients, promoting Age Partnership as the premier...


  • Preston, Lancashire, United Kingdom Agility Resoucing Full time

    We are seeking a highly skilled Senior Financial Analyst to join our team at Agility Resourcing. As a Senior Financial Analyst, you will be responsible for preparing and producing management accounts and reporting for multiple companies within our group.The ideal candidate will have a strong background in financial analysis and reporting, with experience in...


  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...


  • Preston, Lancashire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Chartered Financial Planner - CumbriaArtemis Recruitment Consultants Ltd is seeking a Private Client Advisor to provide financial planning services to clients in accordance with the company's propositions. The successful candidate will be responsible for meeting with clients and prospective clients to discuss their financial needs and provide tailored...


  • Preston, Lancashire, United Kingdom Kenton Black Full time

    Job Overview:Kenton Black Finance is supporting a rapidly growing business with a global reach in its search for a Senior Financial Manager. This fixed-term contract, initially for 12 months, offers a strong potential for permanence. The company has experienced significant growth, more than doubling in each of the last three years, with further expansion...


  • Preston, Lancashire, United Kingdom Lancashire County Council Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled and experienced Senior Accountant to join our Financial Management (Operational) team at Lancashire County Council.Key Responsibilities:Provide financial management and analysis to support the council's strategic objectives.Develop and implement financial plans and budgets to ensure effective...