Investment Advisor
5 days ago
TechBiz Global is a leading IT recruitment company. We provide IT recruitment, outstaffing, outsourcing, software development, and different consulting services with a primary focus on making our partners achieve their business goals successfully.
At TechBiz Global, we celebrate diversity and are promoting an inclusive environment. Our clients and partners are located around the world.
**Responsibilities**:
- Develop and maintain relationships with clients, understanding their financial goals, risk tolerance, and investment preferences.
- Conduct thorough financial assessments and analyses to identify clients' investment needs and objectives.
- Provide personalized investment recommendations and guidance, taking into account clients' financial circumstances and objectives.
- Educate clients on investment strategies, market trends, and portfolio management techniques to help them make informed decisions.
- Assist clients in developing long-term financial plans, including retirement planning, estate planning, and tax optimization strategies.
- Monitor and review client portfolios regularly, making adjustments as needed to ensure alignment with their investment objectives and risk tolerance.
- Stay informed about regulatory changes and industry developments that may impact clients' investment strategies.
- Collaborate with other team members to leverage expertise and resources in delivering comprehensive financial solutions to clients.
- Maintain accurate records of client interactions and portfolio activity, ensuring compliance with regulatory requirements and firm policies.
- Minimum of 1 year of experience in financial advising or related field, preferably in an advisory or wealth management firm.
- Strong understanding of investment principles, financial markets, and portfolio management techniques.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Proven ability to analyze complex financial information and develop tailored investment solutions.
- Detail-oriented with strong organizational skills and the ability to manage multiple clients and priorities simultaneously.
- Ability to work independently and collaboratively in a team environment.
- Proficiency in financial planning software, Microsoft Excel, and other relevant tools.
-
Investment Director
2 weeks ago
Remote, United Kingdom 0eaf7cc0-1c5c-4829-b0c9-04fd4c355303 Full time £80,000 - £120,000 per yearJoin LGPS Central at a pivotal moment-where investment meets long term impact.We are looking for an Investment Director for Global Property and Natural Capital to play a leading role in shaping and managing our growing portfolios in these strategically important asset classes.This senior role sits within our Private Markets group and will drive investment...
-
Customer Service Advisor
1 week ago
Remote, United Kingdom CitySprint Full time**Customer Service Advisor | Bristol | Permanent** **Salary: £21,541** **Days: 5 days out of 7 including bank holidays, Mon-Sun** **Hours: 40 hours per week, 9 hour shifts (with one hour lunch break), between 7am - 7pm** **Benefits**: - Competitive holiday allowance - Day off for your Birthday - Death in Service - Enhanced Maternity and Paternity -...
-
Customer Service Advisor
2 weeks ago
Remote, United Kingdom Premium Credit Limited Full time**Customer Service Advisor** - Remote working - Competitive salary of up to £23,300 - A workplace pension scheme - 3 weeks training, coaching and mentoring, continual support and opportunities for internal progression - 25 days’ annual leave with options to purchase and sell holiday (excluding Bank Holidays) - Support and investment in your personal...
-
Financial Advisor
11 hours ago
remote, gb Recruitment Solutions (Folkestone) Ltd Full timeFinancial Advisor Ref: RP6014 Salary: £60,000 to 120,000 Contract Type: PermanentLocation: Remote Skill Set IFA, Financial Advisor, Financial Planner, Independent Financial Advisor, Financial Consultant. A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires...
-
Hs&e Advisor
10 hours ago
Remote, United Kingdom Liberty Full timeLiberty has an exciting opportunity for a Health, Safety & Environmental Advisor to join our team, based in our Head Office, Knowsley. The HS&E Advisor role offers agile working, permitting you to work from your home address or at a location that suits your needs and those of the business. You will however need to be within a reasonable commutable distance...
-
Customer Service Advisor
2 days ago
Remote, United Kingdom Sedgwick Full timeTaking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It’s an opportunity to do something meaningful, each and every day. It’s having support for...
-
Employee Relations Advisor
2 days ago
Remote, United Kingdom The Royal British Legion Full timeSalary £33,250 - £35,150 per annum Package Permanent. Full Time 35 hours per week. 28 days annual leave plus bank holidays, Employee Assistance Helpline, Life Assurance. Voluntary Benefits: Group Pension Plan, Cycle to Work Scheme, Charity Worker Discounts. Contractual hours Blank Basis Full time Job category/type People and Organisational...
-
Financial Mis Selling Claims Advisor
2 weeks ago
Remote, United Kingdom Tower Hill Group Ltd Full timeFinancial Claims Advisor £26,000 - £30,000 + commission (Negotiable depending upon experience). Monday - Friday 9:00am to 5:30pm The Company An exciting opportunity to join a growing company in the Financial Claims Management industry. The company is based in London, however this is currently a work from home position. The company is looking to expand...
-
Customer Service Advisor
5 days ago
Remote, United Kingdom HSS Hire Group Full timeWe're currently looking for a Customer Service Advisor in our Training team here at HSS, where you'll be first point of contact for the team; managing the initial enquires that come through from our wider Sales Team and our Regional Sales Manager. You'll be providing information on the third-party training courses we offer, contacting suppliers for required...
-
Customer Sales Advisor
7 days ago
Remote, United Kingdom Domestic & General Group Full time £24,500 - £32,500 per yearRemote Sales Role – Make 2026 Your Breakthrough YearStart 12 January and grow with a company that invests in you.Salary: £24,500 per year plus average additional earnings of £8,000 per annumContract: Permanent, full time with a fixed weekly shift patternLocation: Cardiff (Remote – Working from home)Domestic and General is the largest insurance company...