Financial Advisor
1 day ago
Our clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the Liverpool area. They have an excellent reputation and have a huge amount of business coming through to them. The successful Financial Advisor will be offered: Unlimited earning potential, their highest earners are banking £300,000 a year 65% - 80% split Full support is provided on all systems and no monthly additional fees. Working hours: As a Financial Advisor, you’ll be required to work on a self-employed basis, working hours are flexible. Working from home is available in this role. Financial Advisor requirements: Fully qualified advisor (Diploma in Regulated Financial Planning) Must have their own client bank with funds under management Excellent communicator with an exceptional grasp of the English Language; both written and spoken. You will be computer literate with exceptional attention to detail. You will be highly self-motivated with the ability to offer excellent financial advice As a Financial Advisor, your role will involve: As a Self-Employed Independent Financial Advisor, you will contact clients and book meetings for in-depth reviews of the client’s financial circumstances, current provisions, and future aims. Analyse information and liaise with internal support to prepare recommendations best suited to individual clients' requirements and review financial reports. Researching an approved panel of product providers and providing clients with information on new and existing products and services. Commercial awareness: keeping up to date with financial products and legislation as well as ensuring your technical knowledge is maintained. Develop and maintain client relationships Continuous development of a client bank and maximising opportunities ensuring profitable relationships are built.
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Financial Advisor
5 days ago
Liverpool, United Kingdom GCB AGENCY RECRUITMENT Full timeOverviewOur clients are a well-established independent firm. They are seeking a Self-Employed Independent Financial Advisor to join their company based in the Manchester area. They have an excellent reputation and have a huge amount of business coming through to them.The successful Financial Advisor will be offeredUnlimited earning potential, their highest...
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Financial Advisor
2 weeks ago
Liverpool, United Kingdom Page Personnel Finance Full timeWe are working in partnership with a reputable business to recruit a full time, permanent Financial Advisor, to be based out of Liverpool. **Client Details** This organisation is an established but growing accountancy and business advisory practice. They offer a varied portfolio of services, and are investing in their wealth management offering, which is...
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Financial Advisor
4 weeks ago
Liverpool, United Kingdom IDEX Consulting Ltd Full timeFinancial Advisor Remote Salary £50,000 - £80,000 Depending on Experience A leading financial wellbeing and retirement specialist - helping those in the workplace to improve their financial future. The role: Conducting in-depth financial reviews for clients, understanding their goals and objectives. Providing expert advice on investment, retirement...
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Financial Advisor
3 days ago
Liverpool, United Kingdom Finlink Ltd Full timeThis role is for you if you are an experienced Financial Advisor looking for the next step in your career. You will benefit from joining an experienced team where you will receive support, hybrid working, great benefits, and will have the ability to study with financial support to further develop your career to gain your Chartered status. **The...
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Financial Advisor
7 days ago
Liverpool, United Kingdom Integrity Resource Solutions Full time**Financial Advisor (Non Diploma)** **Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote** **Locations: Liverpool, St Helens, Warrington** **The Company** A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves managing a customer database, advising clients on a...
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Personal Banker
7 days ago
Liverpool, United Kingdom micro1 Full timeJob DescriptionJob Title: Personal Banker / Financial Solutions AdvisorJob Type: Part-time, ContractLocation: RemoteJob Summary:Join our customer’s team as a Personal Banker / Financial Solutions Advisor and use your front-line service experience to help design the next generation of everyday personal finance planning. You’ll work asynchronously with a...
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Graduate Financial Services Advisor
5 days ago
Liverpool, United Kingdom Search Full timeGraduate Financial Services Advisor Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunitiesThis is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry....
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Graduate Financial Services Advisor
3 days ago
Liverpool, United Kingdom Search Consultancy Full timeGraduate Financial Services Advisor Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunities This is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry....
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Financial Adviser
2 weeks ago
Liverpool, United Kingdom Puleston Wealth Management Full timeJob Overview: We are seeking a skilled Financial Advisor on a Self-Employed basis to join our team. As a Financial Advisor, you will be responsible for providing financial planning and advisory services to clients. This is an excellent opportunity for someone with a strong background in financial services to help individuals and families achieve their...
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Customer Service Advisor
5 days ago
Liverpool, United Kingdom Blue Arrow Ltd Full timeCustomer Service Advisor - Financial Crime Hours: 9am-5pm Monday - Friday (37.5 hours per week) Location: Remote (Working from home) **Salary**: £110 per day, PAYE Our client is passionate about truly listening to our customers to make banking more simple, personal, and fair. And change like that doesn't happen unless we all speak up with new ideas and...