Financial Advisor
10 hours ago
Job Description The ideal candidate will deliver personalised investment solutions to help clients work toward their long-term financial goals.
They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Duties: Contacting clients and setting up meetings, client reviews, planning client current provision and future aims.
Researching the marketplace and providing clients with information on new and existing products and services.
Designing financial strategies, Liaising with head office and financial services providers, Assisting with all aspects of Client Administration, Tax Calculations, Cashflow Planning and Keeping up to date with financial products and legislation.
You are looking for Well organised individual, good management skill, Can use own initiative, Can prioritise own workload, strong communication skills, and IT skills.
Level 4 qualification CFA / CFP.
Great opportunity for someone with 6months / 1 years experience.
This is office-based role due to having high profile clients based onsite, Mon to Fri, Full time, Permanent, £50k to £55k, annual bonus, life assurance, healthcare, progression and development, further education support, flex / work life balance Contact me for more details.
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Financial Advisor
10 hours ago
East End, United Kingdom Quilter Financial Planning Full timeJob Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...
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Financial Advisor
10 hours ago
East End, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Advisor
2 weeks ago
Aston End, United Kingdom Brook Street Full timeThe ideal candidate will deliver personalised investment solutions to help clients work toward their long-term financial goals.They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.Duties: Contacting clients and setting up meetings, client reviews, planning client current provision and...
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Financial Advisor
4 weeks ago
West End, United Kingdom CV-Library Full timeIn this home based Financial Advisor job, you will be provided with a steady flow of leads from clients seeking financial planning across a range of advice needs This directly authorised firm is looking for a Financial Advisor to join their team on a self-employed basis with tiered splits for company provided leads and your own self-generated business....
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Financial Advisor
2 weeks ago
West End, United Kingdom Premier Jobs UK Full timeIn this home based Financial Advisor job, you will be provided with a steady flow of leads from clients seeking financial planning across a range of advice needs This directly authorised firm is looking for a Financial Advisor to join their team on a self-employed basis with tiered splits for company provided leads and your own self-generated business....
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Pension Specialist Financial Advisor
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West End, United Kingdom Premier Jobs UK Full timeOur client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...
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Pension Specialist Financial Advisor
3 weeks ago
West End, United Kingdom CV-Library Full timeOur client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...
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Financial Accounting Assistant
5 days ago
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Customer Service Advisor
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Aston Clinton, United Kingdom Kingspan Water & Energy Full timeJJob Title: Customer Experience Advisor (GB & Export)Work Schedule: Monday to Friday - 9 am to 5 pmAbout Kingspan Klargester:As a leading manufacturer in sustainable products, Kingspan Klargester stands at the forefront of the global market. With a diverse client base including homeowners, builders, and installers, we are committed to delivering ethical,...
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Customer Service Advisor
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Aston Clinton, United Kingdom Kingspan Water & Energy Full timeJJob Title: Customer Experience Advisor (GB & Export)Work Schedule: Monday to Friday - 9 am to 5 pmAbout Kingspan Klargester:As a leading manufacturer in sustainable products, Kingspan Klargester stands at the forefront of the global market. With a diverse client base including homeowners, builders, and installers, we are committed to delivering ethical,...
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Customer Service Advisor
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Aston Clinton, United Kingdom Kingspan Water & Energy Full timeJob Description JJob Title: Customer Experience Advisor (GB & Export) Work Schedule: Monday to Friday - 9 am to 5 pm About Kingspan Klargester: As a leading manufacturer in sustainable products, Kingspan Klargester stands at the forefront of the global market. With a diverse client base including homeowners, builders, and installers, we are committed to...
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Customer Service Advisor
1 month ago
Aston Clinton, United Kingdom Kingspan Water and Energy Full timeJob Title: Customer Experience Advisor (GB & Export)Work Schedule: Monday to Friday - 9 am to 5 pmAbout Kingspan Klargester:As a leading manufacturer in sustainable products, Kingspan Klargester stands at the forefront of the global market. With a diverse client base including homeowners, builders, and installers, we are committed to delivering ethical,...
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Financial Operations Manager
3 weeks ago
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Customer Service Advisor
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Aston Clinton, UK, Aylesbury, United Kingdom Kingspan Water & Energy Full timeJJob Title: Customer Experience Advisor (GB & Export)Work Schedule: Monday to Friday - 9 am to 5 pmAbout Kingspan Klargester:As a leading manufacturer in sustainable products, Kingspan Klargester stands at the forefront of the global market. With a diverse client base including homeowners, builders, and installers, we are committed to delivering ethical,...
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Operations Director
3 weeks ago
West End, United Kingdom deverellsmith Full timeJob Description Our client is a for-profit registered provider of affordable housing in London, dedicated to delivering high-quality, shared ownership homes. About the Role As Operations Director, you will be responsible for leading the operational functions of the business, ensuring compliance with regulatory frameworks, and driving operational...
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Operations Director
3 weeks ago
West End, United Kingdom deverellsmith Full timeOur client is a for-profit registered provider of affordable housing in London, dedicated to delivering high-quality, shared ownership homes.About the Role As Operations Director, you will be responsible for leading the operational functions of the business, ensuring compliance with regulatory frameworks, and driving operational efficiency. You will be...
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Operations Director
2 weeks ago
West End, United Kingdom deverellsmith Full timeOur client is a for-profit registered provider of affordable housing in London, dedicated to delivering high-quality, shared ownership homes.About the Role As Operations Director, you will be responsible for leading the operational functions of the business, ensuring compliance with regulatory frameworks, and driving operational efficiency. You will be...
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