Jobs: other financial services

**Financial Planner** **Overview** **Essential Functions**: - Work with Clients to develop and present financial goals, objectives, and strategies. - Provide clients with financial advice on investment matters. - Provide clients with financial planning and other services related to their financial goals. - Develop and maintain client relationships. - Work...

**This job is being readvertised due to applicants claiming to have experience when they did not**. The role involves the full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating...

Customer Service Manager PA45272317 page is loaded Customer Service Manager PA45272317 Apply locations Stirling, UK time type Full time posted on Posted 7 Days Ago job requisition id R20337 SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Some 18,000 financial services...

**Location**: Cheltenham office based, hybrid post 3-month probation **Full time**: 35 hours however 28 hours per week may be considered **Salary**: Highly competitive plus the potential of 10% annual bonus and employee benefits. Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...

A chance to join a small forward thinking IFA with customer service and employee satisfaction at its heart. Main Duties: - to communicate with both clients and life companies in a professional manner and comply with the Company’s procedures. - Updating back office systems with changes to client portfolios. - Preparing paperwork pre and post client...

Independent major player in execution services for financial transactions, in Paris and London, Aether Financial Services consists of a 35-person-plus multicultural team, who are experts in three business lines. In London, Aether Financial Services has achieved in 2022 and 2023 a 45% growth each year with strong ambition for the future.   Agency services...

Independent major player in execution services for financial transactions, in Paris and London, Aether Financial Services consists of a 35-person-plus multicultural team, who are experts in three business lines. In London, Aether Financial Services has achieved in 2022 and 2023 a 45% growth each year with strong ambition for the future.   Agency services...

**Overview** We are a well-established family run business with a history spanning nearly 50 years. Strong family values resonate throughout the business underpinning how we treat our clients and staff, making the office truly feel like an extension of the family. As a Chartered Financial Planning business, we aim to provide clients with an exceptional...

**4 out of 5 of our Advisors are veterans or military spouses** **Who we are**: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. **What our Advisors...

**Financial Administrator** **Location: Clayton-Le-Woods, Chorley** **Salary: £22,000 to £25,000 pa** An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing Partner Practice. You will be part of a fast-paced team, helping to collate information for the business. You will be employed by the Practice with full...

Dolby Financial Planning is part of M&G Wealth Advice, a well-respected financial services company. Our focus is on helping clients achieve their aims, goals, and objectives, we do this by providing financial planning advice delivered in a way that makes them feel heard and taken care of. You will be joining us in an exciting chapter of growth in our...

Pontefract based financial planning firm are looking for an experienced Financial Services Administrator to join the existing support team and provide exceptional support to the Advisers. You will benefit from a generous starting salary, working with a business who actively promote staff development. If successful you will be expected to; Maintain client...

**Leading to paraplanner role** We have an opportunity for an experienced IFA Administrator who is interested in working towards their diploma in financial planning working towards becoming a Paraplanner. This boutique IFA practice based in Leicester offers a comfortable working environmentin their new offices where you will work closely with one Financial...

**Financial Accountant - Permanent - Bracknell (hybrid working)** Working for the UK subsidiary of this global brand, you will be a qualified Accountant, or finalist, with **strong core financial accounting skills**. Main responsibilities will surround the delivery of the **Statutory Accounts**, ensuring IFRS compliance, and driving the **year-end...

Our client is a growing Financial Services business seeking to hire a Senior Financial Analyst. The role will work closely with the leadership supporting them with decision making. The role will take ownership of a variety of business areas and own the forecastingprocess. **Responsibilities**: - Ownership and ongoing development of monthly and...

Chartered Independent Financial Advisor – Manage an existing client baseManage a book of 150+ clients with AUM between £750k-£1mHybrid Working – Based in Croydon£75k basic salary + revenue related salary increases + bonusMy client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...

Chartered Independent Financial Advisor – Manage an existing client baseManage a book of 150+ clients with AUM between £750k-£1mHybrid Working – Based in Croydon£75k basic salary + revenue related salary increases + bonusMy client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...

Chartered Independent Financial Advisor – Manage an existing client baseManage a book of 150+ clients with AUM between £750k-£1mHybrid Working – Based in Croydon£75k basic salary + revenue related salary increases + bonusMy client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...

Chartered Independent Financial Advisor – Manage an existing client base Manage a book of 150+ clients with AUM between £750k-£1m Hybrid Working – Based in Croydon £75k basic salary + revenue related salary increases + bonus My client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...

Chartered Independent Financial Advisor – Manage an existing client baseManage a book of 150+ clients with AUM between £750k-£1mHybrid Working – Based in Croydon£75k basic salary + revenue related salary increases + bonusMy client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions,...