Personal Finance Consultant
4 weeks ago
This Personal Finance Consultant role involves:
- Providing expert financial planning advice to clients, aligning with the company's propositions to generate compliant income.
- Maintaining and developing strong relationships with clients, maximising their potential and ensuring accurate data entry.
- Ensuring all revenue targets are met and work is completed in a compliant manner, adhering to the company's quality standards.
- Delivering high-quality work that meets the company's Private Client Proposition, including research, analysis, file preparation, and report writing.
Salary: £55,000 - £70,000 per annum.
-
Personal Finance Consultant
3 weeks ago
London, Greater London, United Kingdom EQ-FIN Bryanston Full timeResponsibilitiesWork directly with clients to identify their financial goals and develop strategies to achieve them.Educate clients on personal finance topics, including budgeting, debt management, insurance, saving, and investing.Create personalized financial plans for clients, tracking progress and making adjustments as needed.Stay up-to-date on the latest...
-
Personal Finance Manager
3 weeks ago
London, Greater London, United Kingdom EQ-FIN Bryanston Full timeJob DescriptionWe are seeking a highly skilled Personal Finance Manager to join our team at EQ-FIN Bryanston. As a Personal Finance Manager, you will be responsible for managing client portfolios, making informed investment decisions, and providing expert advice on personal finance matters.Key ResponsibilitiesManage client portfolios and make informed...
-
Finance Director for Growth
3 weeks ago
London, Greater London, United Kingdom Hays Senior Finance Full timeFinance Leadership OpportunityWe are looking for a seasoned Lead Finance Consultant to join our client's team in London. This role presents a chance to work closely with the c-suite and founders, developing strategies that drive business growth and profitability.In this position, you will have the opportunity to collaborate with the executive team to...
-
Personal Finance Journalist
4 weeks ago
London, Greater London, United Kingdom Future Publishing Full timeJob DescriptionAs a Personal Finance Journalist at Future Publishing, you will be responsible for creating engaging content for our audience. This includes researching and writing articles on investing and personal finance, developing content strategies, and collaborating with colleagues to create high-quality content.**Responsibilities:**- Write and edit...
-
Finance Consultant Leader
4 weeks ago
London, Greater London, United Kingdom Route23 Recruitment Full timeJob DescriptionWe are seeking an experienced Finance Consultant Leader to join our team at Route23 Recruitment. The ideal candidate will have highly organized time management skills, a strong personality, experience engaging with clients, and CRM experience.About UsAt Route23 Recruitment, we offer a competitive basic salary of £62,500, uncapped commission,...
-
Finance Consultant
4 weeks ago
London, Greater London, United Kingdom TriSearch Full timeJob Description">A leading private equity-focused consulting firm, TriSearch, seeks a highly skilled Finance Consultant to join their team in London. The ideal candidate will have a minimum of 3 years of experience in a top-tier private equity firm, investment bank, and/or consulting firm.The successful candidate will contribute to the firm's success by...
-
Data Finance Consultant
4 weeks ago
London, Greater London, United Kingdom Clearsulting Full timeClearsulting is a global consulting company with a mission to drive positive change through digital finance.As a Data Finance Consultant, you will be responsible for developing an expert understanding of Workiva (or similar digital finance technologies Blackline, Kyriba) across various modules, including implementation.The ideal candidate will have 3+ years...
-
Personal Finance Advisor
4 weeks ago
London, Greater London, United Kingdom Debt Advice Foundation Full timeDebt Advice Foundation is a Disability Confident Employer dedicated to supporting individuals with disabilities. We are committed to creating an inclusive work environment that values diversity and promotes equal opportunities.About the PositionWe are seeking a talented Personal Finance Advisor to join our team. As a Personal Finance Advisor, you will be...
-
Personal Finance Writer
4 weeks ago
London, Greater London, United Kingdom Future Publishing Full timeAre you a talented writer with a passion for personal finance? Do you enjoy staying up-to-date with the latest market trends and developments? If so, we want to hear from you!As a Personal Finance Writer at Future Publishing, you will be responsible for creating engaging content that educates and inspires action among our audience. You will work closely with...
-
Personal Finance Advisor
3 weeks ago
London, Greater London, United Kingdom read recruit ltd Full timeWe are seeking an experienced Personal Finance Advisor to join our team at Read Recruit Ltd. As a Personal Finance Advisor, you will be responsible for providing expert advice on personal finance and tax matters to clients, helping them achieve their financial goals.Job Summary:Provide expert advice on personal finance and tax matters to clients.Help clients...
-
Personal Finance Specialist
4 weeks ago
London, Greater London, United Kingdom EQ-FIN Bryanston Full timeKey ResponsibilitiesAs a Personal Finance Specialist at EQ-FIN Bryanston, you will be responsible for working directly with clients to identify their financial goals and develop strategies to achieve them. You will also educate clients on various aspects of personal finance, create personalized financial plans, and recommend suitable financial solutions...
-
Senior Finance Professional
3 weeks ago
London, Greater London, United Kingdom Hays Accountancy and Finance Full timeSenior Finance RoleA leading consultancy is seeking a skilled finance professional to join their team as Senior Finance Manager. In this role, you will be responsible for supporting the Finance Director with various finance duties.Key Responsibilities:Month-end journal preparationVariance analysisAnnual statutory account preparationBudget model...
-
Cloud Finance Consultant
4 weeks ago
London, Greater London, United Kingdom Oliver James Associates Ltd. Full timeOlivier James Associates Ltd. is seeking a Cloud Finance Consultant to join our team and help clients achieve their financial goals.As a Cloud Finance Consultant, you will lead cloud-based finance transformations, leveraging your expertise in Workday Finance and Procurement to drive business growth and improve operational efficiency.Key responsibilities...
-
Personal Finance Advisor
3 weeks ago
London, Greater London, United Kingdom Elusive Professional Solutions Ltd Full timeWe are looking for a talented Personal Finance Advisor to join our team at Elusive Professional Solutions Ltd. As a key member of our team, you will provide expert advice and guidance to clients on their personal finance matters.About the RoleIn this role, you will work closely with clients to understand their financial goals and objectives, and develop...
-
Finance Transformation Consultant
4 weeks ago
London, Greater London, United Kingdom KPMG UK Full timeJob Title: Finance Transformation ConsultantKPMG UK is seeking an experienced Finance Transformation Consultant to join our team in London. As a leading professional services firm, we offer a unique opportunity to work with top clients and drive business growth. The successful candidate will have a proven track record of delivering cloud-based financial...
-
ERP Finance Consultant
1 month ago
London, Greater London, United Kingdom Allegiance Group Full timeAllegiance Group is a leading consultancy committed to delivering innovative business solutions. We are seeking an experienced ERP Finance Consultant to join our dynamic team. This exciting opportunity will enable you to transform finance processes through technology, working closely with clients across various industries.Job OverviewWe are looking for a...
-
Digital Finance Consultant
4 weeks ago
London, Greater London, United Kingdom Clearsulting Full timeWe are excited to announce the availability of a Digital Finance Consultant position at Clearsulting. As a key member of our team, you will be responsible for articulating digital finance technology and processes fluently, seamlessly transitioning between the two.The successful candidate will have a Bachelor's or Master's Degree in a relevant field of study...
-
Strategic Finance Consultant
4 weeks ago
London, Greater London, United Kingdom TriSearch Full timeJob OverviewWe are seeking a highly motivated Strategic Finance Consultant to join our team at TriSearch. This role will involve working closely with clients to deliver high-quality financial consulting services.The successful candidate will have a strong background in finance, with experience in private equity, investment banking, or a related field.
-
Risk Management Consultant
2 weeks ago
London, Greater London, United Kingdom MAF Finance Group Full timeJob Summary:We are seeking a highly skilled Risk Management Consultant to join our team at MAF Finance Group. As a key player in the asset finance industry, you will be responsible for analyzing and mitigating risk, ensuring the highest level of customer satisfaction and business growth.Key Responsibilities:Conducting thorough credit analysis and producing...
-
Personal Finance Educator
4 weeks ago
London, Greater London, United Kingdom FindTutors Full timeJob DescriptionWe are looking for a dedicated Personal Finance Educator to join our team at FindTutors. The successful candidate will have a solid background in personal finance and excellent communication skills.About the RoleYou will be responsible for creating practical lesson plans, conducting interactive sessions, and providing personalized advice to...