Financial Advisor
4 weeks ago
Financial Planner
About the RoleChurchill Executive is seeking a skilled Financial Planner to join our team of professionals. As a Financial Planner, you will be responsible for providing clients with expert advice on financial planning and investment strategies.
Key Responsibilities- Conduct in-depth reviews of clients' financial circumstances and create tailored financial plans.
- Analyse information and present recommendations to clients.
- Assess clients' attitude to risk and capacity for loss.
- Design financial strategies to meet clients' objectives.
- Liaise with financial services providers to stay up-to-date on market solutions.
- Review cashflow forecasts and recommendation reports.
- Develop new client opportunities through referrals and professional connections.
- Meet regulatory requirements and maintain professional qualifications.
- Level 4 Diploma
- 5 years' experience in a client service environment
- 5 years' experience delivering client advice
- Good communication and computer literacy skills
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Financial Advisor
4 weeks ago
Cardiff, United Kingdom Quilter Financial Advisers Full timeJob Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including...
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UK Financial Advisor
5 days ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeAs a key member of our team, you will be responsible for delivering personalized financial planning services to clients in the UK, part of Quilter Financial Planning. Our team operates across the UK, Scotland, and Northern Ireland.The Job:You will work closely with clients to understand their financial goals and objectives.Develop comprehensive financial...
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Trainee Independent Financial Advisor
6 months ago
Cardiff, United Kingdom Talent Tent Full timeThe Money Partnership is a welcoming team of Independent Financial Advisers and Mortgage Advisors with a success story to tell. Their business is growing with a base of loyal customers and have recently received direct authorisation from the FCA. To continue this growth, they are ready to invest in their next generation of Independent Financial...
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Financial Services Advisor
5 days ago
Cardiff, Cardiff, United Kingdom Metro Bank Plc Full timeAt Metro Bank Plc, we are committed to delivering exceptional customer experiences and building strong relationships with our customers.We are currently hiring a Financial Services Advisor to join our team and provide personalized products and services to our customers.The ideal candidate will have excellent communication skills, be able to work in a...
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Senior Financial Advisor
4 weeks ago
Cardiff, Cardiff, United Kingdom Teneo Full timeThe RoleTeneo's Financial Advisory team in Cardiff is seeking a skilled professional to join their ranks. As a Senior Consultant, Financial Advisor, or Expert in Financial Restructuring, you will work alongside experienced practitioners advising management teams, lenders, and shareholders of corporates facing financial stress. Your expertise will be...
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Lead Financial Advisor
7 days ago
Cardiff, Cardiff, United Kingdom Essential Employment Full timeJob OverviewWe are seeking a Lead Financial Advisor to provide professional financial advice and support to the Local Authority in Carmarthen.Salary DetailsThe successful candidate can expect a competitive salary of £20.85 per hour on a PAYE basis or £25.45 per hour on an umbrella basis.Key ResponsibilitiesTo provide timely and relevant financial data to...
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Senior Financial Advisor
1 week ago
Cardiff, Cardiff, United Kingdom Pertemps Network Group Full timeJob Summary:Pertemps Network Group is seeking a highly skilled Senior Financial Advisor to join our team. In this role, you will provide professional financial advice and support services to local authorities, ensuring timely and relevant financial data for management decisions.Key Responsibilities:Support the Group Accountant in creating detailed budgets,...
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Personalized Wealth Manager
5 days ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeOur team at Quilter Financial Planning is seeking a highly skilled financial advisor to join our UK operations. As a key member of our team, you will be responsible for delivering exceptional financial planning services to clients across the UK, Scotland, and Northern Ireland.The Opportunity:You will work directly with clients to understand their financial...
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Senior Financial Advisor
2 weeks ago
Cardiff, Cardiff, United Kingdom Venn Group Full timeVenn Group is seeking a highly skilled Senior Financial Advisor to join their team in South Wales.The ideal candidate will have experience within Local Government and hold Full Membership to AAT or equivalent.Key responsibilities will include coordinating budget preparation, contributing to budget monitoring, and providing financial advice to responsible...
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Trainee Mortgage Advisor
2 months ago
Cardiff, United Kingdom CV-Library Full timeA leading and reputable finance company currently requires a Trainee Mortgage Advisor / Business Development Executive. It will train and develop you into a fully authorised Mortgage Broker, starting as an internal Business Development Executive, and moving into the position of Mortgage Broker. It will pay and for your CeMAP qualifications. A real career...
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Legal Advisor
6 months ago
Cardiff, United Kingdom AmTrust International Full timeAre you LPC qualified? Maybe you are a recent Law Graduate looking for an opportunity to develop your legal career? If so, we are looking for** Legal Advisors (LPC Qualified) **to join our Legal Helpline team based in Cardiff. **Job Type**:Full Time, Permanent **Location**: Cardiff, South Glamorgan (we support hybrid working!) **Salary**:Competitive +...
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Trainee Mortgage Advisor
4 weeks ago
Cardiff, United Kingdom Rico Property Finance Ltd (TA D&R Recruitment) Full timeA leading and reputable finance company currently requires a Trainee Mortgage Advisor / Business Development Executive.It will train and develop you into a fully authorised Mortgage Broker, starting as an internal Business Development Executive, and moving into the position of Mortgage Broker. It will pay and for your CeMAP qualifications. A real career...
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Senior Financial Services Advisor
4 weeks ago
Cardiff, Cardiff, United Kingdom Grant Thornton Full timeAbout the RoleWe are looking for a talented Corporate Finance Support Manager to join our team at Grant Thornton. As a key member of our Corporate Finance team, you will have a major impact on our clients and our firm.About the JobYou will work on the full client project lifecycle, from pitch to completion, and be a key member of our team.You will be part of...
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Parts Advisor
1 month ago
Cardiff, United Kingdom CV-Library Full timeParts Advisor £28,000 - £30,000 + Bonus + Progression + Company Benefits Cardiff Are you a Parts Advisor or similar from any Automotive background looking to work for the largest independent dealership in the UK with strong values, good people, specialist training, who prioritise their staff's development and progression as well as...
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Senior Financial Services Professional
4 weeks ago
Cardiff, Cardiff, United Kingdom Regal Brooke Limited Full time**Unlock a Rewarding Career in Financial Services**Regal Brooke Limited is seeking a motivated and ambitious individual to join our team as a Trainee Financial Advisor. This dynamic role offers a comprehensive training program, hands-on experience, and the opportunity to build a successful career in the financial advisory field.Key Responsibilities:•...
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Financial Services Coordinator
3 weeks ago
Cardiff, Cardiff, United Kingdom Oval Recruit Full timeFinancial Services CoordinatorAt Oval Recruit, we are seeking a skilled Financial Services Coordinator to support our financial advisory & wealth management team.This key role will encompass a range of client servicing, technical administration and support duties in a friendly stable office environment.Coordinate the preparation of meeting packs,...
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Collections Advisor
6 months ago
Cardiff, United Kingdom V12 Retail Finance Full timeAt V12 Retail Finance, we are growing fast and are seeking customer focused individuals to join our team. Whether you are looking for an opportunity that will accelerate your career in financial services or simply want to excel at what you do, we will help you fulfil your potential. **What's on Offer** We are looking for individuals who wish to grow their...
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Service Advisor
5 months ago
Cardiff, United Kingdom Wessex Garages Full time**Service Advisor Vacancy** We are currently recruiting for a new Service Advisor to help us keep our Penarth Road - Cardiff branch running smoothly. **About the role** Our Service Advisors are responsible for delivering and sustaining a fantastic experience for all our service and vehicle repair customers. We’re looking for an articulate, warm...
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Wealth Management Regulatory Advisor
1 week ago
Cardiff, Cardiff, United Kingdom Prestige Recruitment Group Full timeA Prestige Recruitment Group client in Flintshire, North Wales is looking for an experienced AML / Compliance Analyst to join their team.About the Role:The successful candidate will be responsible for monitoring file reviews, assisting the Compliance Manager with Business Diary and Compliance actions, training and competence for Financial Advisors, gathering...
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Service Advisor
5 months ago
Cardiff, United Kingdom Wessex Garages Full timeReference Number - 0123445567567 - Location Penarth Road, Cardiff- Salary Up to £27,000**Service Advisor Vacancy**: We are currently recruiting for a new Service Advisor to help us keep our Penarth Road - Cardiff branch running smoothly. **About the role** Our Service Advisors are responsible for delivering and sustaining a fantastic experience for all...