Apprentice Financial Advisor

1 month ago


York, York City, United Kingdom Exchange Street Claims ltd Full time
Job Description
You will be working as an Apprentice Financial Planning Administrator, assisting in the development of financial plans for clients. This role involves collaborating with experienced professionals to create tailored financial solutions that meet the needs of our clients.

Your responsibilities will include gathering information about clients' financial situations, creating detailed financial plans, and presenting these plans to clients. You will also be involved in the implementation of financial plans, ensuring that clients' goals are met efficiently and effectively.

We offer a comprehensive training program that will help you develop the necessary skills and knowledge to excel in this role.

  • York, York City, United Kingdom Yorkshire Life Financial Services Ltd Full time

    Job OverviewWe are seeking a dedicated and knowledgeable Mortgage Advisor to join our team in Yorkshire Life Financial Services Ltd. In this role, you will assist clients in navigating the mortgage process, providing expert advice on various mortgage products and helping them secure the best financing options for their needs.Your strong understanding of...


  • York, York City, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for a skilled Financial Services Advisor - York to join our team at Artemis Recruitment Consultants Ltd. This exciting opportunity allows you to work in a dynamic environment and make a real impact on clients' lives.About the RoleIn this position, you will work closely with clients to understand their financial needs and provide personalized...


  • York, York City, United Kingdom Getting In Limited Full time

    Join our team as an Apprentice Accountant and take the first step towards a rewarding career in accounting and bookkeeping! As an Apprentice Accountant, you will be working closely with our team to assist in the preparation of financial records and statements for our clients.About the RoleThis is a fantastic opportunity to gain valuable experience in...


  • York, York City, United Kingdom Getting In Limited Full time

    Job Title: Financial Accounting AssistantEstimated Salary: £20,000 - £25,000 per annumWe are seeking a talented and ambitious Financial Accounting Assistant to join our team at Getting In Limited. As an Apprentice Accountant, you will play a key role in preparing year-end accounts, bookkeeping, VAT returns, and tax computations.You will work closely with...


  • York, York City, United Kingdom Michael Page (UK) Full time

    Job DescriptionAnalyzing financial data to inform business decisions.Developing financial models to support strategic objectives.Collaborating with departments to align financial goals and strategies.The ideal candidate will have an accounting qualification (ACA, ACCA, CIMA) and excellent grounding in financial reporting/management accounting. A competitive...


  • York, York City, United Kingdom Yorkshire Life Financial Services Ltd Full time

    Residential Mortgage Adviser RoleThis exciting opportunity has arisen for a seasoned Residential Mortgage Adviser to join our team at Yorkshire Life Financial Services Ltd. As a trusted advisor, you will work closely with clients to navigate the mortgage process, offering expert guidance and support every step of the way.You will need to possess a strong...


  • York, York City, United Kingdom Exchange Street Claims ltd Full time

    Company OverviewThe Exchange Street Claims ltd is a business that buys clients from its retiring advisers. This allows you to develop your own client base and move into a self-employed role with a firm that offers some of the best splits available.This business model provides a unique opportunity for you to grow as a financial advisor while receiving...


  • York, York City, United Kingdom CareerStone Full time

    About the Role:CareerStone is seeking a Mortgage Adviser to join their team in York, working in a hybrid setting that combines on-site and remote work.This is a unique opportunity for a Mortgage Adviser to work with a premier mortgage business, managing a guaranteed book of business and earning significant commissions.We are looking for an individual who can...

  • Legal Advisor

    4 weeks ago


    York, York City, United Kingdom Edwards & Pearce Limited Full time

    We are seeking a talented and experienced legal professional to join our team as a Legal Advisor - Family Division at Edwards & Pearce Limited.About the RoleThis is an exciting opportunity for a skilled family lawyer to take on a key role within our firm, advising on family law matters and representing clients in court. The successful candidate will have a...

  • Financial Advisor

    2 days ago


    York, York City, United Kingdom CareerStone Full time

    Mortgage Career OpportunitiesCareerStone is seeking a skilled Mortgage Adviser to manage their client base across York. This is a unique opportunity to inherit a strong and continuously expanding book of business and earn consistently high levels of commission.The ideal candidate will be a proven Mortgage Adviser with some experience in the HNW market,...


  • York, York City, United Kingdom kingswood-group Full time

    Wealth Planning Support RoleKingswood Group, a global leader in wealth management, is seeking a Client Liaison Administrator to support our Advisors. This role involves processing sales-related paperwork, monitoring diaries, and maintaining awareness of company policies.Responsibilities:Provide administrative support to AdvisorsProcess sales-related...

  • York College Tutor

    4 days ago


    York, York City, United Kingdom York College Full time

    An exciting opportunity has arisen for a part-time Electrical Installation Tutor at York College. As a qualified electrician with a passion for teaching, you will be responsible for delivering electrical installation training to students and apprentices.About the JobYou will be required to develop and implement effective lesson plans and educational...


  • York, York City, United Kingdom York College Full time

    Join Our Team as a Full-time Electrical Tutor">We are seeking a qualified and enthusiastic individual to join our team as a full-time tutor specializing in Electrical Installation at York College. In this role, you will have the opportunity to teach our students and apprentices in our state-of-the-art Electrical facility.Salary Information">The salary for...

  • Tutor of Plumbing

    6 days ago


    York, York City, United Kingdom York College Careers Full time

    Job DescriptionThis part-time variable hours tutoring position offers a unique opportunity to make a real difference in the lives of apprentices. As a tutor, you will be responsible for delivering engaging and interactive lessons, promoting student participation and encouraging academic achievement.Apart from the financial reward, this role provides a chance...


  • York, York City, United Kingdom IPS Group Full time

    Company OverviewDickson O'Brien Associates is a truly independent firm of Chartered accountants, offering an exciting opportunity for a Senior Manager or Partner looking to take on an equity role.Estimated Salary: £80,000 - £150,000 per annumJob Description: As an Equity Partner, you will be responsible for managing a full SME portfolio, taking on an...


  • York, York City, United Kingdom Active Travel England Full time

    Job Description">The Chief Operating Officer (COO) is a critical leadership role responsible for leading Active Travel England and its people, performance, and budget. This role will be accountable for financial oversight, operational excellence, and corporate governance.Key responsibilities include serving as the principal advisor to the CEO on financial...


  • York, York City, United Kingdom York College Full time

    About the Role">This is an exciting opportunity to join our team at York College as a full-time tutor specializing in Electrical Installation. We are looking for a qualified individual with drive and enthusiasm to teach our students and apprentices in our new Electrical facility.Job Overview">We are a large, regional college serving over one million people...


  • York, York City, United Kingdom York College Full time

    About the Position: We are seeking a highly skilled and experienced plumber to join our faculty as a Level 3 Apprenticeship Tutor at York College.Job Summary: In this role, you will be responsible for delivering high-quality teaching and learning experiences to apprentices on the Level 3 Apprenticeship Standard. This will involve preparing and delivering...


  • York, York City, United Kingdom Bhp Llp. Full time

    Join our team as a Financial Compliance Specialist and contribute to delivering top-notch audit services to a diverse range of clients. In this role, you'll apply your analytical skills to conduct thorough reviews of financial statements, identify areas for improvement, and develop effective audit plans.About the CompanyBHP LLP is a leading firm that...


  • York, York City, United Kingdom York College Full time

    Become a Full-time Electrical Installation Tutor at York College">We are looking for a qualified and passionate individual to join our team as a full-time tutor specializing in Electrical Installation. In this role, you will have the opportunity to work with our students and apprentices in our new Electrical facility and contribute to the success of our...