Personal Finance Advisor
7 days ago
We are seeking a skilled and experienced personal finance advisor to join our team at Quilter Financial Advisers, providing face-to-face service to individuals across the country.
Our ideal candidate will have a proven track record in financial planning, with excellent communication skills and attention to detail, analysing complex financial information and complying with regulations.
The Job Requirements:- Develop and implement tailored financial plans to meet clients' goals and objectives, analysing complex financial information and complying with regulations.
- Provide expert advice on current financial issues and make recommendations to clients, staying up-to-date with regulatory requirements, industry developments, and financial products.
- Maintain strong relationships to retain existing clients and drive business growth, working under pressure and adapting to changing client needs.
The ideal candidate will have a Diploma in Financial Services or equivalent qualification, with attractive remuneration terms, including financial and contract rates reflective of personal business growth and achievement.
About the Benefits:- Competitive salary (£60,000 - £80,000 per annum) + uncapped commission, reflecting personal business growth and achievement.
- Opportunity to work independently, with flexibility to manage own diary and business development, using the Quilter brand and accessing pre-qualified lead generation and marketing support.
- Paraplanning and admin support, market-focused training, and business and personal development opportunities, national coverage and access to a large network of advisers.
-
Finance Expert
1 week ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeJob Title: Mortgage and Insurance AdvisorCompany Overview: The Finance Advice Group Recruitment is a renowned organization that specializes in providing expert financial guidance to individuals and families. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.Salary: £40,000 - £60,000 per annum depending...
-
Professional Finance Advisor
7 days ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeJob Description:We are seeking a highly skilled Mortgage and Insurance Advisor to join our team in Derby. This is an excellent opportunity for someone who wants to take their career to the next level and provide expert advice on mortgages and insurance products to clients.Main Responsibilities:Provide expert advice on mortgages and insurance products to...
-
Career Opportunities in Finance
7 days ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeJob Title: Career Opportunities in FinanceWe are seeking an experienced Mortgage and Insurance Advisor to join our dynamic team at the Finance Advice Group Recruitment in Derby. As a key member of our team, you will play a vital role in helping us achieve our mission to provide expert advice and guidance to our clients.Salary: £50,000 - £70,000 per annum,...
-
Finance and Insurance Specialist
1 week ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeJob Title: Finance and Insurance SpecialistWe are seeking an experienced Mortgage and Insurance Advisor to join our dynamic team at the Finance Advice Group Recruitment in Derby. As a key member of our team, you will play a vital role in helping us achieve our mission to provide expert advice and guidance to our clients.Estimated Salary: £55,000 per...
-
Mortgage and Finance Specialist
2 weeks ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeMortgage and Insurance Advisor OpportunityWe are seeking an experienced Mortgage and Insurance Advisor to join our team at Finance Advice Group Recruitment in Derby. As a key member of our dynamic team, you will be responsible for advising clients on mortgage and insurance products.**About the Role:**• Provide expert advice on mortgage and insurance...
-
Insurance Career Development Advisor
7 days ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeUnlock Your Potential as a Mortgage and Insurance AdvisorWe are excited to offer an exciting opportunity for a Mortgage and Insurance Advisor to join our team at Finance Advice Group Recruitment in Derby. As a key member of our team, you will play a crucial role in delivering exceptional customer service to our clients.**About the Role:**• Advise clients...
-
Insurance and Loan Advisor
1 week ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeFinance Advice Group Recruitment is seeking an experienced Insurance and Loan Advisor to join our team in Derby. This exciting opportunity comes with a salary of £50,000 - £70,000 per annum.Job OverviewWe are looking for a professional with extensive experience in insurance and loan services who can provide expert advice to clients. As an Insurance and...
-
Finance and Insurance Professional
7 days ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeCompany OverviewThe Finance Advice Group Recruitment is a dynamic organization that specializes in finance and insurance services. Our team is dedicated to delivering exceptional results and providing opportunities for career advancement.Salary: The estimated annual salary for this position is between £40,000 - £60,000 depending on experience.Job...
-
Derby Mortgage and Insurance Advisor
2 weeks ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeJob SummaryWe are looking for a highly motivated and experienced Mortgage and Insurance Advisor to join our team in Derby. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and insurance products, while delivering exceptional customer service and meeting or exceeding sales targets.Key Responsibilities:*...
-
Mortgage and Finance Specialist
7 days ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeJob Title: Insurance Career OpportunitiesCompany Overview: The Finance Advice Group Recruitment is a specialist recruitment agency dedicated to placing candidates in finance-related roles. We are committed to delivering exceptional results for our clients and strive to provide a personalized service that meets their unique needs.Salary: £38,000 - £58,000...
-
Financial Services Expert
2 weeks ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeFinance Advice Group Recruitment is seeking a highly experienced Mortgage and Insurance Advisor to join our dynamic team in Derby. This exciting opportunity offers a salary of £40,000 - £60,000 per annum.Job DescriptionWe are looking for a professional with expertise in mortgage and insurance services who can provide exceptional advice to clients. As a...
-
Career Advancement Opportunity in Finance
2 weeks ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeJob Title: Mortgage and Insurance AdvisorLocation: DerbyJob Type: Full-timeAbout the Role:We are seeking an experienced Mortgage and Insurance Advisor to join our team in Derby. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and insurance products, while delivering exceptional customer service and...
-
Treasurer and Financial Advisor
2 weeks ago
Derby, Derby, United Kingdom Michael Page (UK) Full timeJob DescriptionJob Title: Treasurer and Financial AdvisorWe are Michael Page (UK) and we're looking for a talented Finance Officer to join our team in Derby. As a Treasurer and Financial Advisor, you will be responsible for preparing financial reports, managing daily transactions, and maintaining accurate records.You will work closely with our team to...
-
Financial Services Professional
7 days ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeBecome a Mortgage and Insurance Expert with Our TeamWe are seeking a highly skilled Mortgage and Insurance Advisor to join our team at Finance Advice Group Recruitment in Derby. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and insurance products.**About the Role:**• Provide in-depth advice on...
-
Experienced Mortgage Professional
7 days ago
Derby, Derby, United Kingdom Finance Advice Group Recruitment Full timeJob Title: Experienced Mortgage ProfessionalWe are seeking an experienced Mortgage and Insurance Advisor to join our dynamic team at the Finance Advice Group Recruitment in Derby. As a key member of our team, you will play a vital role in helping us achieve our mission to provide expert advice and guidance to our clients.Estimated Salary: £60,000 per...
-
Derby Finance Trainee
2 weeks ago
Derby, Derby, United Kingdom PKF Smith Cooper Limited Full timeDevelop Your Career in FinanceAs a member of our Audit Graduate Scheme, you will gain valuable technical skills, broad commercial understanding, and in-depth knowledge of different industry sectors. You will work closely with experienced professionals to deliver exceptional results and develop your skills in financial auditing and accountancy.Key...
-
Personal Tax Expert
2 weeks ago
Derby, Derby, United Kingdom Public Practice Recruitment Ltd Full timeOpportunity OverviewWe are pleased to announce an opening for a Tax Manager position in our Derby office. As a trusted advisor to our clients, you will provide expert guidance on personal tax matters and help drive business growth.Your responsibilities will include managing client relationships, preparing tax returns, and developing strategic tax plans. You...
-
Finance Manager
3 weeks ago
Derby, Derby, United Kingdom Blusource Professional Services Ltd Full timeBlusource Professional Services Ltd seeks a skilled Finance Manager to lead client relationships and staff management. Key responsibilities include reviewing and completing complex accounts, tax returns, and personal tax returns.Main duties involve developing a client portfolio, offering proactive support and building relationships. The ideal candidate will...
-
Executive Assistant to Finance Leader
3 days ago
Derby, Derby, United Kingdom Derby College Full timeAre you a highly organised and detail-focused individual looking for a challenging role? We have an exciting opportunity for an Executive Assistant to join our finance team at Derby College Group.About the RoleProvide administrative support to the Chief Financial Advisor, ensuring efficient day-to-day operations.Manage calendars, coordinate travel...
-
Mortgage Finance Professional
2 weeks ago
Derby, Derby, United Kingdom Mortgage Advice Bureau Full timeAbout This RoleWe are seeking an experienced Mortgage Advisor to join our team at Mortgage Advice Bureau in Derbyshire.This is a fantastic opportunity for a skilled professional to provide expert mortgage advice and guidance to clients, working closely with a quality estate agency lead source.The successful candidate will have a CeMAP qualification and 2...