Financial Planner Opportunity

3 days ago


Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time
Job Summary

A highly respected Independent Financial Advisor firm is seeking an experienced Financial Advisor to join their team.

The ideal candidate will have a Level 4 Diploma in financial planning and be able to provide high-quality advice to clients.

Key responsibilities include servicing existing clients, converting business opportunities and building a portfolio through proactive activities.

The company offers a competitive salary of £50,000 - £75,000, holiday pay, phone, laptop and bonus structure.

As a Financial Advisor, you will have access to in-house training programmes, support towards becoming a Chartered Financial Planner and complete back office support.

For more information, please see the job details below.

Key Responsibilities
  • Servicing existing clients and converting business opportunities
  • Building a portfolio through proactive activities
  • Delivering advice to clients through a mixture of in-person, virtual and regional office meetings
Requirements
  • Level 4 Diploma in financial planning and CAS status for financial planning advice
  • Proven track record in converting business opportunities
  • Access to in-house training programmes and support towards becoming a Chartered Financial Planner
Benefits
  • Competitive salary of £50,000 - £75,000
  • Holiday pay, phone, laptop and bonus structure
  • Home-based role with travel to meet clients


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Unique Opportunity for Experienced Financial AdvisorsAre you a seasoned Financial Advisor seeking a new challenge in a home-based role? Premier Jobs UK Limited is offering a unique opportunity for experienced professionals to join their team as an Independent Financial Advisor.This is a chance to work with a highly respected IFA firm that is continually...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Unique Opportunity for Experienced Financial AdvisorsAre you a seasoned Financial Advisor seeking a new challenge in a home-based role? Premier Jobs UK Limited is offering a unique opportunity for experienced professionals to join their team as an Independent Financial Advisor.This is a chance to work with a highly respected IFA firm that is continually...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking an accomplished, highly motivated CCAB or equivalent qualified accountant to join our ambitious team as a Finance Business Partner. This role supports the Senior Finance Business Partner and Deputy Director of Finance in providing high quality and robust strategic financial management business support and customer focused...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Unique Opportunity for Home-Based Financial AdvisorThis is an employed opportunity for a Financial Advisor to join a highly respected IFA firm. The business provides quality leads and existing clients, allowing you to work from home and focus on delivering exceptional client service.The firm is continually improving its client proposition, with regular...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Seeking an experienced Financial Advisor to work from home with quality leads and existing clients provided.Key InformationThe business offers a home-based opportunity for a Financial Advisor to provide high-quality services to clients.RequirementsWe are looking for an experienced Financial Advisor who is able to work independently from home and provide...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides quality leads and an existing client base, allowing you to work from home with a high level of autonomy.As a Financial Advisor, you will be responsible for...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Financial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Carmarthen, working from home with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    **Exciting Opportunity for a Financial Advisor**This role offers a unique chance to join a respected IFA firm as a Home-Based Financial Advisor. You will be responsible for servicing existing clients, converting business opportunities, and building your portfolio through proactive activities.Key Requirements:Level 4 Diploma qualified Financial Advisor with...


  • Carmarthen, Carmarthenshire, United Kingdom Yolk Recruitment Ltd Full time

    Our dynamic organisation is seeking a highly skilled Senior Financial Planning Accountant to play a pivotal role in shaping financial insights and supporting strategic decision-making across departments.About the RolePrepare and review accurate monthly management accounts and performance reports for senior leadership, leveraging advanced Excel skills.Act as...


  • Carmarthen, Carmarthenshire, United Kingdom Premier Jobs UK Limited Full time

    Opportunity to Excel in Financial ServicesThis is a chance to work with a respected IFA firm that continually enhances their client proposition and gains recognition in the industry press.You will be provided with quality leads and an existing client bank, allowing you to focus on delivering exceptional service and building strong relationships.Key...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking a highly skilled and experienced Recruitment Campaigns Administrator to join our dynamic team at Hywel Dda University Health Board.As a Recruitment Campaigns Administrator, you will play a key role in supporting the Recruitment Campaign Specialist on a range of recruitment campaigns across the Health Board.Your primary...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    Job SummaryAn exciting opportunity has arisen for a full-time experienced Nutrition Specialist Nurse to join the team at Hywel Dda University Health Board.Main ResponsibilitiesThe post holder will be responsible for a caseload of patients with enteral and parenteral feeding tubes, coordinating their inpatient and community care, working with the...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    Job SummaryAn exciting opportunity has arisen for a full-time experienced Nutrition Specialist Nurse to join the team at Hywel Dda University Health Board.Main ResponsibilitiesThe post holder will be responsible for a caseload of patients with enteral and parenteral feeding tubes, coordinating their inpatient and community care, working with the...


  • Carmarthen, Carmarthenshire, United Kingdom Countrywide Mortgage Services Full time

    About UsCountrywide Mortgage Services is a leading provider of mortgage services, part of the Connells Group, one of the largest and most successful estate agency and property services providers in the UK.Our TeamWe are seeking an exceptional individual to join our team as a Mortgage and Protection Advisor, working in our Carmarthen office. As a key member...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking an accomplished and highly motivated Associate Finance Business Partner to join our team at Hywel Dda University Health Board. As a key member of our finance team, you will provide high-quality and robust strategic financial management business support and customer-focused financial support for our directorates.Key...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking an accomplished, highly motivated CCAB or equivalent qualified accountant to join our ambitious team as a Strategic Finance Business Partner. This role supports the Senior Finance Business Partner and Deputy Director of Finance in providing high-quality and robust strategic financial management business support and...

  • Costing Analyst

    1 week ago


    Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    Job SummaryHywel Dda University Health Board is seeking an experienced Finance Analyst to support the costing agenda within the Health Board. The successful candidate will be responsible for interpreting costs and analyzing patient activity of the services provided on a secondary and primary care basis.Main ResponsibilitiesThe post holder will have the...

  • Financial Analyst

    2 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking an experienced Financial Analyst to join our team at Hywel Dda University Health Board. As a key member of our finance team, you will play a vital role in supporting the costing agenda within the Health Board.Main ResponsibilitiesThe successful candidate will be responsible for interpreting costs and analysing patient activity...


  • Carmarthen, Carmarthenshire, United Kingdom Hywel Dda University Health Board Full time

    About the RoleWe are seeking an accomplished and highly motivated CCAB or equivalent qualified accountant to join our team as a Strategic Finance Business Partner. This role will provide robust financial leadership to support Planned Care services across the Health Board.Main ResponsibilitiesThe ideal candidate will have the ability to interpret and explain...

  • Deputy Shop Manager

    2 weeks ago


    Carmarthen, Carmarthenshire, United Kingdom Ty Hafan Full time

    About the RoleWe are seeking a highly motivated and enthusiastic Deputy Shop Manager to join our team in Carmarthen. As a key member of our retail team, you will be responsible for ensuring efficient stock management from point-of-donation to point-of-sale, supervising a team of dedicated volunteers, and leading by example in providing excellent customer...