Financial Services Consultant
4 weeks ago
As a Residential Mortgage Specialist at Spicerhaart Group Ltd., you will be responsible for providing expert advice to clients on mortgage and protection options. This is a fantastic opportunity to grow your career in a dynamic and supportive environment.
Your key responsibilities will include generating and maintaining client relationships, following up on leads, and collaborating with other departments to deliver exceptional client experiences.
Requirements and Benefits- Essential experience in Mortgage and Protection Advising.
- Excellent communication and interpersonal skills.
- Ability to multitask and manage multiple responsibilities.
- Proactive approach to seeking new opportunities and maintaining existing relationships.
- Competitive salary range: £40,000 to £60,000 per year.
- Fully uncapped commission scheme.
- £22,000 - £28,000 Basic salary (dependent on experience).
- Guaranteed monthly payments during pipeline building, up to 6 months.
- Choice of company car or £250 monthly car allowance.
- Company-provided laptop.
- Ongoing training and coaching for professional development.
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Advisory Financial Consultant
3 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeJob Title: Advisory Financial ConsultantQuilter Financial Advisers is seeking an experienced Advisory Financial Consultant to join our team. As an Advisory Financial Consultant, you will work closely with clients to understand their financial needs and provide expert advice and guidance to help them achieve their goals.The ideal candidate will have a strong...
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Financial Services Expert
3 weeks ago
Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full timeJob Title: Financial Services ExpertWe are seeking a highly skilled Financial Services Expert to join our team at Quilter Financial Advisers. As a Financial Services Expert, you will play a crucial role in helping individuals make wise and profitable decisions to meet their financial goals.The ideal candidate will have proven experience as a financial...
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Financial Services Consultant
4 weeks ago
Cardiff, Cardiff, United Kingdom Focus Resourcing Group Full timeFocus Resourcing Group is expanding its team of Financial Advisors, seeking an experienced professional to join our established client base near Cardiff.Job OverviewWe are committed to providing exceptional client service and building long-term relationships. As a Financial Advisor, you will be responsible for managing client relationships, providing...
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Associate Financial Consultant
4 weeks ago
Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the PositionWe are pleased to offer a unique opportunity for an Associate Financial Consultant to join our team in Cardiff. As a key member of our financial advice firm, you will be responsible for providing exceptional client service and supporting the growth of our business.This role offers a chance to develop your skills and expertise in the...
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UK Financial Advisor
2 months 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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Financial Services Professional
4 weeks ago
Cardiff, Cardiff, United Kingdom Bowen Eldridge Recruitment Full timeBowen Eldridge Recruitment is seeking an experienced Financial Services Professional to join their team as an Audit & Accounts Senior in a leading independent, Cardiff-based Accountancy practice. This is an excellent opportunity for a part-qualified Accountant (ACCA/ACA) to work in a flexible professional environment with good working location and...
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Group Financial Services Director
4 weeks ago
Cardiff, Cardiff, United Kingdom Reinvigoration Group Full timeAre you looking for a challenging and rewarding role that combines financial expertise with operational management? Reinvigoration Group, a pioneering operations transformation consultancy, has an exciting opportunity for a Group Financial Services Director to join our team in Cardiff.About the RoleThis part-time position will involve overseeing the...
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Financial Administrator Role
3 weeks ago
Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full timeWe are seeking a highly skilled Financial Administrator to join our team at Perspective Financial Group Ltd in Cardiff.About the RoleThis is an integral role that requires excellent administrative skills, attention to detail, and effective communication. You will be responsible for providing high-quality support to our clients and internal teams.The...
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Financial Administrator Position
3 weeks ago
Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full timeAre you a motivated and experienced administrative professional looking to develop your skills in a dynamic Wealth Management company? We have an exciting opportunity for a Financial Administrator to join our successful administration team in Cardiff.The ideal candidate will have excellent communication skills, both written and verbal, and be confident in...
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Financial Risk Management Expert
3 weeks ago
Cardiff, Cardiff, United Kingdom Advance Training & Recruitment Services Full timeJob Title: Financial Risk Management ExpertWe are seeking a highly skilled Risk Manager/Risk Specialist to join Advance TRS Management Consultancy, leading consultancy firm in the industry.About the Role:Taking charge of risk management across major infrastructure projects, including Rail & Transport, Water & Environment, Highways, Energy & Renewables,...
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Healthcare and Financial Services Consultant
4 weeks ago
Cardiff, Cardiff, United Kingdom ActiveQuote Full timeAbout Us:ActiveQuote operates an online price comparison website for health insurance, income protection, critical insurance, and life insurance products for individuals and families.Job Description:As an ActiveQuote Sales Consultant, you will form part of the Protection department and will be responsible for helping customers find the right Life Insurance,...
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Financial Services Coordinator
3 weeks ago
Cardiff, Cardiff, United Kingdom Educators Wales Full time**About the Role**An exciting opportunity has arisen within the Education Directorate of Cardiff Council for a skilled Financial Services Coordinator. Based within the Youth Service, this role will contribute to the provision of an efficient and high-quality range of services to young people in the city.The successful candidate will be part of a dynamic team...
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Cardiff Financial Planning Assistant
3 weeks ago
Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full timeIn this rewarding role, you will provide exceptional administrative support to our clients and colleagues, ensuring seamless communication and efficient processes. If you have a passion for delivering high-quality services and are committed to excellence, we want to hear from you!About the TeamWe are a dynamic and innovative Wealth Management company,...
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Service Financial Manager
3 weeks ago
Cardiff, Cardiff, United Kingdom Cyngor CaerdyddCardiff Council Full timeAbout the Job">An exciting opportunity has arisen within our Education directorate for the newly created position of Service Finance Lead. This post is based within the Youth Service and will contribute to the provision of an efficient, high-quality, continuously improving range of services to young people within the city through the management of financial...
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Financial Services Manager
3 weeks ago
Cardiff, Cardiff, United Kingdom Cyngor CaerdyddCardiff Council Full timeCyngor Caerdydd/Cardiff Council is a pioneering organisation that strives to set the standard in Youth Work practice and co-produce Youth Work programmes with young people.We aim to develop young people's capacity to engage in various services, establish governance structures, and make them active citizens shaping the service, provision, programmes, and...
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Financial Services Coordinator
4 weeks ago
Cardiff, Cardiff, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout Recruit UK | Certified B CorpWe specialize in connecting talented professionals within the financial services industry. With over 100,000 financial services connections, we leverage our extensive network to match professionals with roles suited to their skills and aspirations.This role is ideal for an experienced Financial Planning Administrator...
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Financial Services Leader
4 weeks ago
Cardiff, Cardiff, United Kingdom Bowen Eldridge Recruitment Full timeKey ResponsibilitiesAs a Financial Services Leader at Bowen Eldridge Recruitment, you will be responsible for leading a team of financial professionals and managing large-scale financial projects. You will work closely with clients to understand their financial needs and provide tailored solutions.You will have excellent leadership and project management...
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Financial Services Recruiter
3 weeks ago
Cardiff, Cardiff, United Kingdom 02 Reed Specialist Recruitment Ltd Full timeAbout the RoleWe are seeking a talented Financial Services Recruiter to join our team at 02 Reed Specialist Recruitment Ltd. As a key member of our recruitment team, you will be responsible for building and maintaining relationships with clients and candidates in the financial services industry.
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Financial Services Expert
3 weeks ago
Cardiff, Cardiff, United Kingdom Austin Fraser Full timeAustin Fraser seeks a seasoned Financial Services Expert to manage high net worth clients near Cardiff. Estimated salary: £39,000 - £100,000 (OTE).Job OverviewThis is an exciting opportunity for a Senior Financial Advisor to join our established client base in the UK. The successful candidate will have recent experience as a FA with a list of current...
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Financial Services Leader
2 weeks ago
Cardiff, Cardiff, United Kingdom Buckden Partners Full timeAbout Buckden PartnersBuckden Partners is a dynamic, mid-sized financial services firm. Our mission is to provide innovative financial solutions and drive growth through strategic leadership.Job Summary:The Chief Operating Officer - Finance will oversee all financial aspects of the company, providing strategic and operational leadership to ensure regulatory...