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Financial Services Professional
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Leicester, Leicester, United Kingdom Blusource Professional Services Full timeJob Role OverviewWe are seeking a skilled Financial Services Professional to join our team at Blusource Professional Services. As a Practice Accountant, you will be responsible for managing a client portfolio, delivering accounts, tax, and statutory services, and providing bespoke support and advice to ambitious business owners.Key ResponsibilitiesSupport...
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Financial Services Professional
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Leicester, Leicester, United Kingdom Blusource Professional Services Ltd Full timeJob DescriptionWe are seeking a highly skilled Financial Services Professional to join our team at Blusource Professional Services Ltd.The ideal candidate will have experience in accountancy and auditing, with a strong understanding of financial regulations and compliance.This is an excellent opportunity for a Semi-Senior to Senior Accountant or Audit...
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Financial Services Professional
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Financial Services Professional
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Leicester, Leicester, United Kingdom Capio Recruitment Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Capio Recruitment. As an Administrator for Independent Financial Advisers, you will be the first point of contact for clients and product providers, providing invaluable support to the Paraplanning and Advice team.Key ResponsibilitiesPrioritise...
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Financial Leadership Role
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Financial Services Professional
1 month ago
We are seeking a highly skilled and experienced Financial Services Professional to join our team as an Independent Financial Adviser. As a key member of our Paraplanning and Advice team, you will be the first point of contact for clients and product providers, providing invaluable support and ensuring regulatory requirements are met.
Key Responsibilities- Provide exceptional client service and support to clients and product providers
- Ensure regulatory compliance and risk mitigation throughout the financial planning process
- Work collaboratively with the Paraplanning and Advice team to deliver high-quality financial solutions
- Develop and maintain strong relationships with clients and product providers
- Proficient data and IT skills, with a high level of accuracy and efficiency
- Experience working in a Financial Planning Firm
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
- Competitive salary and benefits package
- Opportunity to work with a leading Financial Planning Firm
- Professional development and growth opportunities
- Flexible working arrangements