Financial Services Support Advisor

Opportunity Summary:Countrywide Mortgage Services is currently seeking a skilled and ambitious Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing expert financial advice to our customers, building relationships with estate agency teams, and generating new business opportunities.Key...

Oval Recruit is seeking a skilled Financial Paraplanner to provide technical support to a team of Advisors in the Wakefield area.">The ideal candidate will have previous experience in paraplanning and hold a strong understanding of Investment & pension products, preferably with a diploma qualification.">The successful candidate will be responsible for...

Role Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.Key Responsibilities:Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.Client Relationships:...

About Our Team: Our team is passionate about providing outstanding service to our customers, and we're looking for someone who shares our values. As a Mortgage and Protection Advisor, you'll have the opportunity to build lasting relationships with our Estate Agency teams, attract new business, and achieve professional goals in a target-driven environment.Key...

Job Role OverviewThis position plays a vital role in supporting our Independent Financial Advisors (IFAs) and Senior Paraplanners by preparing high-quality suitability reports. The ideal candidate will be responsible for managing and updating the CRM, ensuring seamless communication and efficient service to clients.Key Responsibilities• Suitability Report...

Job DescriptionWe are looking for a highly organized Financial Services Coordinator to join our team at Spicerhaart. As a Financial Services Coordinator, you will be responsible for maintaining relationships through regular contact with mortgage advisers, lenders, and clients.Your key responsibilities will include ensuring clients have a smooth and pleasant...

Unlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...

Exciting Opportunity for Career Growth and DevelopmentWe are partnering with Blusource Professional Services Ltd, a large business in the financial sector, to find a dynamic individual to join their global head office as an Assistant Management Accountant. This role presents a fantastic opportunity for an ambitious individual seeking a supportive work...

The Role:As a highly successful Wealth Management Specialist, you will join our award-winning national Financial Planning and Wealth Management Business, offering wealth management services to mass affluent and HNW individuals. With a long-standing track record in Financial Services, our highly profitable group carries no debt and is looking to grow its team...

Student Support AdvisorWe are seeking a Student Support Advisor to provide information and signposting to students, support the effective running of the Student Advice Centre, and manage diaries and deliver administrative functions.The ideal candidate will have good communication skills, a friendly manner, and flexibility in dealing with a busy workload.The...

Sewell Wallis Ltd are exclusively partnering with an investment finance, managed workspace and community support business to appoint a Commercial Accountant into their high-performing team. This position offers the opportunity to make a significant impact in a small team of 14 Investment Staff.This could involve supporting the wider team with activities such...

We are seeking a Sales and Service Advisor to join our team at beBee Professionals in Sheffield, United Kingdom. As a key member of our retail team, you will be responsible for delivering exceptional customer service and supporting the store's day-to-day operations.Key Responsibilities:Provide product knowledge and advice to customers.Operate the cash...

**About the Role:**We are currently recruiting for a Pension Services Advisor to join our Sheffield team on an initial fixed term contract basis. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences and providing timely support to our clients.The ideal candidate will have excellent...

Job Summary:Essential Employment is seeking a highly skilled Occupational Health Advisor to join our team on a temporary, part-time basis in Sheffield. This exciting opportunity involves delivering a range of Occupational Health services, including fitness for work medicals and vaccinations, as well as conducting telephone consultations and managing complex...

About the RoleWe are seeking an experienced customer service professional to join our team as a Senior Advisor. As a key member of our Contact Centre, you will play a vital role in delivering exceptional customer service to our residents.Key ResponsibilitiesProvide timely and effective customer service to our residents via phone, email, and other...

Job Description:We are seeking a skilled and experienced Customer Service Technical Advisor to join our Broadband Technical Team in Sheffield. As a key member of our team, you will be responsible for providing technical support to customers with broadband-related queries. You will work closely with colleagues to resolve customer queries and provide...

Embark on a fulfilling career with HSBC and unlock your full potential. Whether you aspire to reach the top or explore new avenues, our organisation offers opportunities, support, and rewards that will propel you forward.We serve millions of individuals, families, business owners, investors, and entrepreneurs worldwide through our Wealth and Personal Banking...

Job DescriptionWe are seeking a highly organized and detail-focused individual to join our team as an Administrator for Independent Financial Advisers. This role involves providing administrative support to financial advisors, handling client communication, and maintaining accurate records.The successful candidate will have experience in an administrative...

Company OverviewWeDo Recruitment Investments Ltd is a dynamic finance company seeking an experienced and detail-oriented Senior Accountant to join our team. The ideal candidate will possess a strong background in financial management and accounting practices, with proficiency in various accounting software.This role is crucial for maintaining accurate...

We are seeking a highly skilled Financial Services Leader to join our team at IPS Finance. In this role, you will be responsible for managing a portfolio of clients, developing and implementing financial strategies, and providing exceptional customer service.Key responsibilities include:Managing client relationships and identifying new business...