Financial Advisor
2 days ago
NJR Recruitment is currently working with a leading Wealth Management Company, providing financial advice to clients across the UK.
This role involves contacting clients and conducting in-depth reviews of their financial circumstances, current provision, and future aims. You will also be responsible for analyzing information and preparing plans tailored to individual clients' needs.
The ideal candidate will have experience providing advice on pensions, investments, and other financial products. A level 4 Diploma in Financial Planning is essential, while progress towards Chartered Financial Planner status is advantageous.
The company offers a competitive salary range of £35,000 - £50,000 per annum, depending on experience, along with a generous bonus scheme, full administrative support, and a comprehensive benefits package including 25 days holiday and a company pension.
Key responsibilities include:
- Contacting clients and conducting in-depth reviews of their financial circumstances.
- Analysing information and preparing plans tailored to individual clients' needs.
- Assisting clients to make informed decisions about their financial matters.
We are looking for a confident and switched-on individual who can deliver a high level of client service and exceed expectations.
-
Financial Planning Advisor
6 days ago
Sheffield, Sheffield, United Kingdom AFH Wealth Management Full timeWe are seeking a highly motivated and experienced Financial Planning Advisor to join our team at AFH Wealth Management in Sheffield and surrounding areas.As a Financial Planning Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their finances.With a strong background in financial...
-
Financial Regulatory Advisor
2 days ago
Sheffield, Sheffield, United Kingdom British Business Bank Full timeAbout the Role:We are looking for an experienced Financial Regulatory Advisor to join our Legal Team. As a Financial Regulatory Advisor, you will be responsible for providing expert advice on financial regulation matters, including Subsidy Control, State aid, and financial regulation.You will also assist in the development of internal policies and procedures...
-
Senior Financial Advisor
4 days ago
Sheffield, Sheffield, United Kingdom Permanent Futures Full timeWe are seeking a highly skilled Senior Financial Advisor to join our team at Permanent Futures. As a Senior Financial Advisor, you will work closely with the Head of Finance to manage financial operations, develop systems and procedures, and provide expert advice and support to schools within our Trust.Your key responsibilities will include:Developing and...
-
Financial Services Advisor
4 weeks ago
Sheffield, Sheffield, United Kingdom Countrywide Mortgage Services Full timeOpportunity 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...
-
Financial Advisor Support Specialist
4 weeks ago
Sheffield, Sheffield, United Kingdom Oval Recruit Full timeOval 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...
-
Financial Services Support Advisor
2 weeks ago
Sheffield, Sheffield, United Kingdom kingswood-group Full timeRole DescriptionAs a Financial Services Support Advisor, you will play a crucial role in supporting our advisors and clients. Your primary responsibilities will include:Providing administrative support to advisors, ensuring efficient workflow and timely completion of tasks.Processing sales-related paperwork, maintaining accurate records, and adhering to...
-
Expert Financial Advisor Professional
6 days ago
Sheffield, Sheffield, United Kingdom Churchill Executive Full timeJob Title:Expert Financial Advisor ProfessionalCompany Overview:Churchill Executive is a leading provider of financial planning services, serving private clients, families, and businesses.The organization's commitment to delivering bespoke solutions and exceptional client service has earned it a reputation as a trusted advisor in the industry.We are...
-
Financial Planning Expert Advisor
2 days ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full timeWe are seeking a highly motivated and skilled Financial Planning Expert Advisor to join our dynamic team at Clayton Davies. As an independent financial adviser, you will play a vital role in helping our clients achieve their long-term financial goals.Key ResponsibilitiesClient Centric Approach: Practice a standardised process for advising clients and...
-
Senior Financial Services Advisor
4 days ago
Sheffield, Sheffield, United Kingdom IDEX Consulting Ltd Full time**Company Overview:**IDEX Consulting Ltd is a growing business with an established presence across the UK. With a strong reputation for delivering exceptional wealth management services, we are now looking for a Senior Financial Services Advisor to join our team in Yorkshire.As a key member of our team, you will be responsible for building strong...
-
Sheffield, Sheffield, United Kingdom Disclaimer: ANY-Web Ltd. Full timeAbout Our CompanyANY-Web Ltd. is a UK-based financial advisory firm dedicated to delivering exceptional service to its clients.Job RoleWe seek a highly organized individual to join our team as an administrative assistant, supporting our financial advisors and directors.Duties and ResponsibilitiesCompile expense reports for annual assessments.Communicate with...
-
Senior Financial Consultant
4 weeks ago
Sheffield, Sheffield, United Kingdom Vision-FS Recruitment Full timeThe 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...
-
Financial Solutions Specialist
4 days ago
Sheffield, Sheffield, United Kingdom Oval Recruit Full timeOval Recruit is an established Financial Advisory practice that provides bespoke solutions to clients.About the RoleWe are seeking a highly skilled Paraplanner to provide technical support to our small team of Advisors.The successful candidate will have previous paraplanning experience, strong technical knowledge of Investment & pension products, and...
-
Financial Solutions Advisor
4 weeks ago
Sheffield, Sheffield, United Kingdom Countrywide Mortgage Services Full timeAbout 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...
-
Administrative Support Specialist
1 week ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd offers comprehensive financial guidance to businesses and individuals nationwide through its team of experienced financial advisors.About the JobOur company seeks an Administrator to join our team, providing administrative support to our financial advisors and directors.Gather costs and charges data for annual...
-
Wealth Management Advisor
2 days ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeIn this exciting role as a Wealth Management Advisor, you will be responsible for providing in-depth and compliant financial advice to existing and new clients. This involves maintaining the highest standards of client care, professional conduct, and regulatory compliance. You will also play a key part in growing the number of clients served by recruiting...
-
Financial Advisor Sheffield
1 week ago
Sheffield, Sheffield, United Kingdom NJR Recruitment Full timeJob OverviewWe are seeking a highly experienced Financial Adviser to join our Client's thriving wealth management practice based in the Sheffield area. This is an excellent opportunity for a motivated individual to grow their career within financial services and become part of a successful team.About the RoleThis role involves providing in-depth and...
-
Independent Financial Consultant
3 days ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full timeAs a Senior Wealth Advisor at Clayton Davies, you can expect a competitive salary of £60,000 - £80,000 per annum. Our ideal candidate will possess a RQF level 4 Diploma in Regulated Financial Planning and a minimum of 2 years' experience in a Financial Advice role.About the RoleThis is an exciting opportunity to join our growing wealth management firm as...
-
Financial Services Coordinator
1 week ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeLime People Search & Select Ltd is a leading independent financial advisory firm offering comprehensive financial guidance to businesses and individuals nationwide.About the RoleWe seek an experienced Administrator to provide administrative support to our financial advisors and directors.Assist in gathering costs and charges data for annual...
-
Independent Financial Services Consultant
4 days ago
Sheffield, Sheffield, United Kingdom Clayton Davies Full timeRemotely based opportunity with a wealth management firm in Yorkshire.Role OverviewThis is an exciting opportunity for a skilled and experienced financial advisor to join our team. As an Independent Financial Adviser, you will be responsible for providing high-quality, independent whole market advice to clients across the UK.The ideal candidate will have a...
-
Financial Advisor Assistant
4 days ago
Sheffield, Sheffield, United Kingdom Lime Search & Select Ltd Full timeWe are seeking an experienced Administration Support Specialist to join a well-established Financial Advisory firm in Sheffield. The ideal candidate will have around 1+ years of experience working within a Financial Advisory firm as an Administrator or PA.Job DescriptionTo provide administration support for both the Financial Advisers and Directors of the...