Financial Services Expert

Our client, an independent Financial Advisory firm, Cathedral Appointments Ltd, is seeking a Trainee Financial Advisor to join their team on a full-time permanent basis in Exeter. We seek a proactive individual with strong financial acumen and a passion for delivering exceptional client service.This role offers hybrid flexible working with regular access to...

Cathedral Appointments Ltd is an independent Financial Advisory firm based in Exeter Outskirts. We are seeking a highly experienced Financial Advisor to join our team on a full-time permanent basis.The ideal candidate will have a minimum of 5 years' experience as a Financial Advisor with CII Level 4/LIBF qualifications or higher. You will have extensive...

A Trainee Financial Advisor is sought by Cathedral Appointments Ltd, an independent Financial Advisory firm, to join their team in Exeter. This role involves serving as the first point of contact for clients, managing client communications, and coordinating financial planning services.Responsibilities include assisting in preparing for client meetings,...

Salary up to £65,000 + OTE | Hybrid / Flexible Working | Exeter OutskirtsAre you a seasoned Financial Advisor looking for a new challenge? Cathedral Appointments Ltd is seeking a highly experienced professional to join our team on a full-time permanent basis.About the Role:Provide personalized financial advice to high net worth individualsConduct...

We are seeking a skilled Agricultural Sales Specialist to join our team at Perkins Ltd. Based in Ottery St Mary, this role will involve cultivating strong relationships with dairy, beef, and sheep farmers across West, Mid, and North Devon.Key Responsibilities:Cultivate strong relationships with dairy, beef, and sheep farmers in your territory.Promote and...

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident...

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident...

Our client is a rapidly growing financial services firm that offers a fantastic company culture, complete with modern offices, annual events, and a collaborative environment that prioritises employee satisfaction and growth.Responsibilities of the Financial Services Expert:Arranging client appointmentsManaging and maintaining client relationshipsGrowing a...

Salisbury Financial ServicesWe are seeking a professional and mature individual to join our team as a Financial Services Trainee Administrator.The successful candidate will be based in our Gerrards Cross office, working full-time in a permanent role.This is an excellent opportunity for someone looking to begin their career in Financial Services and gain...

Company Overview:Click and Connect Online Limited is a leading financial services firm seeking a highly skilled Financial Advisor to join their dynamic team in the United Kingdom.About the Role:This exciting opportunity is designed for an experienced professional who can provide expert financial advice, manage client portfolios, and contribute to the overall...

About the RoleWe are seeking an experienced Senior Customer Service Representative to join our team in Lytham. As a member of our Customer Service Operation, you will be responsible for handling calls, written queries, and claims related to policies, ensuring fair treatment of policyholders and financial advisers.Your key responsibilities will...

About UsHoxton Wealth UK, a leading financial services firm managing over £2 billion in assets under management (AUM), is poised for further growth. Our expansion plans aim to reach £5 billion by 2027, with operations spanning multiple jurisdictions.Job OverviewAs an Expert Financial Strategist, you will collaborate with our UK acquisition teams to support...

We are seeking a highly skilled Senior Financial Services Specialist to join our client's dynamic team. As a key member of the financial services department, you will be responsible for providing expert guidance to clients on managing their finances through strategic cashflow planning.About the RoleIn this role, you will work closely with clients to...

No Agency Applications Please Gemmells, a family-run pensions and financial advisory business based in the beautiful city of St Albans, is expanding its’ office administration team and looking for an experienced Proofreader to support the client advisory team. The role, which reports into the Office/HR Manager, will be responsible for ensuring that all...

OverviewClick and Connect Online Limited is a dynamic financial services organization seeking an experienced Senior Financial Services Professional to join their UK-based team.Salary and BenefitsThe successful candidate can expect a competitive basic salary of £50,000, with the potential for OTE exceeding £100,000.About the RoleThis is an exciting...

Company OverviewOur client, a forward-thinking financial advisory consultancy, prides itself on delivering bespoke wealth management solutions. Established by UK-qualified financial experts, they differentiate themselves through their innovative approach in the offshore market.

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident...

Who are we? - “We make the complex simple”. At Medical & General IFA and Mortgages for Doctors, we help people grow and protect their wealth. As our name suggests, we specialise in providing independent advice to members of the medical profession and we also help non-medics who reach out to us. Our aim is to always help our clients feel clear, confident...

We are seeking a highly skilled Financial Advisor to provide expert financial advice to clients and contribute to the overall success of our financial services division.Responsibilities:Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.Provide tailored financial advice and recommend suitable...

Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team at Mercia Group. The successful candidate will be responsible for providing expert technical support and guidance in the field of audit and accounting.About the RoleThis is a permanent opportunity that offers a competitive salary of &65,000 - &75,000 per annum, plus...

About the RoleArtemis Recruitment Consultants Ltd is seeking a skilled Paraplanner to join our team. The successful candidate will work closely with Financial Advisers and the Administration team to provide exceptional support and guidance to clients.Key Responsibilities:Assist Financial Advisers in building strong client relationships through expert...

Job Description A rare opportunity to work for an Aircraft Asset Management/Lessor business has come up for an experienced Financial Modeller to join their team.You will mainly be working with Debt Models, but will also get involved in all kinds of modelling, analysis, forecasting, creditworthiness and identifying potential acquisitions of...

We have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you succeed in your role. You will enjoy the autonomy of being home based and...

An exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from retirement & pension planning to mortgage & protection and we are continuing to grow our business year on year. We’re looking for an enthusiastic, proactive and personable individual who wants...

About the RoleAn exciting opportunity has arisen for a seasoned Financial Services Audit professional to lead our audit team. We are seeking an individual with extensive experience in managing audits, ensuring high-quality results and delivering excellent client service.Key Responsibilities:Lead a portfolio of around 50 audits for various clients in the...