Adviser jobs in WorcesterCreate job alerts

We are currently recruiting for a HR adviser for our prestigious client based in West Bromwich . \n The ideal candidate must have some previous experience working in a similar role . \n The role would require you to work primary at West Bromwich but you may be required to work out of Cardiff and Lincoln on occasion -(A pool car will be available for this ) \n Must be able to drive \n Summary of duties are below along with level of experience \n Summary of Tasks: \n\n • Advising Line Managers on areas of the Employment Life cycle, these will extensively include Absence Mgt, Grievance, Disciplinary etc\n, • Supporting with Recruitment, Interviews and Onboarding\n, • System processing employment changes\n, • Coordinate and attend trade union meetings\n\n Level of Experience: \n\n • Experienced at interim type work and able to hit ground running quickly\n, • Experienced Employee Relations Advisor\n, • Trade Union experience is ideal, however not essential\n, • Flexible to work additional hours if needed\n, • Able to work independently and part of a team\n, • Converse with varying level of the organisation\n\n Please apply online or call to discuss

We are looking for a warm, thoughtful and organised Dementia Adviser to join our supportive Worcestershire team, working 21 hours per week across the West Region (Covering Wyre Forest area) on a permanent basis. At Alzheimer's Society, we believe no one should face dementia alone. Every conversation, every visit and every moment of reassurance can make a real difference to someone living with dementia and the people who care about them. We're launching a new county-wide dementia support service across Worcestershire in partnership with Herefordshire and Worcestershire Health and Care NHS Trust, and we're looking for Dementia Advisers to join us at the start of this exciting journey. This is a community based role covering Covering Wyre Forest area. You will spend much of your time out in local communities, working in GP Practices meeting people face to face, carrying out home visits, attending community groups and building relationships with local organisations. While some administrative work can be completed from home, this role is centred on being present in the community and supporting people where they are. As a Dementia Adviser, you'll support people from the point of diagnosis and throughout their dementia journey. You'll take time to understand what matters to each person, provide information and guidance, and help them access the support they need to live as well as possible. Working closely with GP practices, community groups, healthcare professionals and local partners, you'll help ensure people affected by dementia receive the right support at the right time. This is a unique opportunity to help shape a service from the very beginning. You'll build trusted relationships in your local community, contribute ideas, and play an important role in developing support that makes a lasting difference to people's lives. You'll be joining a newly commissioned service covering all Worcestershire Primary Care Network (PCN) areas and working alongside NHS colleagues to develop strong, effective ways of supporting people affected by dementia. From day one, you'll have the opportunity to influence how the service grows and help shape the future of dementia support across Worcestershire. Your compassion, knowledge and commitment will help ensure that no one has to navigate dementia alone., Build supportive, trusting relationships with people living with dementia and those who care for them, recognising and respecting their individual circumstances, needs and wishes. • Help people maintain their independence, improve their wellbeing and feel more confident and supported in their day‑to‑day lives., • Provide tailored information, advice and emotional support that reflects each person's background, culture, values and preferences., • Support people in ways that work best for them, including over the phone, in person and alongside other services and professionals. This may include home visits where appropriate., • Take part in the referral and telephone support rota, responding to new referrals promptly and sensitively to ensure people receive support as early as possible., • Manage your own workload, maintaining accurate, confidential and respectful records., • Help people access local services, community activities and support networks that meet their needs and reduce social isolation., • Work closely with colleagues, sharing ideas and contributing to the ongoing development and improvement of the service., • Facilitate peer support groups, creating welcoming and inclusive spaces where people affected by dementia can share experiences, build connections and access information and support., • Host drop-in sessions, attend community events and provide information about dementia and the support available locally. Interviews have been provisionally scheduled to take place on the 20th, 22nd and 23rd of October via teams. Alzheimers Society View profile Registered Charity More than 1000 We're looking for compassionate, motivated people who share our commitment to supporting those affected by dementia and helping them live well. You will have: • An understanding of dementia, or a willingness to learn about the experiences of people living with dementia and the people who support them., • Experience providing information, guidance, advice or emotional support. This could come from health, social care, community, voluntary, customer service or other people-focused roles., • Strong listening and communication skills, with the ability to build trust and positive relationships with people from a wide range of backgrounds., • The ability to organise and manage your workload, balance priorities and use support when needed., • Confidence using IT systems to keep accurate and confidential records., • A compassionate, respectful and non-judgemental approach, recognising and valuing people's different experiences, backgrounds and circumstances., • The ability to travel independently across your local area., • Confidence communicating with a wide range of people, including healthcare professionals, community partners and members of the public. You'll be able to adapt your approach to meet different needs and may occasionally speak at local events, providing information about dementia and helping people access further support. If you're passionate about supporting people and making a difference, we'd love to hear from you, even if you've never worked as a Dementia Adviser before. We recognise the value of transferable skills, life experience and a willingness to learn. If you can demonstrate the potential to thrive in this role, we encourage you to apply. #J-18808-Ljbffr

NJR Recruitment Ltd is working with a Worcester independent financial planning firm to recruit an IFA Administrator/ Trainee Paraplanner. The role covers the full client journey from meeting preparation and administration through to research, report writing and new business implementation. You will work closely with Financial Advisers, supporting adviser workflows, client records and paraplanning tasks. Strong Intelliflo/ Intelligent Office experience is essential. #J-18808-Ljbffr

Location: Worcester Contract: Permanent, Full-Time Salary up to £38,000 NJR Recruitment is working with a very well established and growing independent financial planning firm (award winning) in Worcester to recruit an experienced IFA Administrator/ Trainee Paraplanner. This is a genuinely varied opportunity for someone who enjoys both the technical and practical sides of financial planning. You will work closely with Financial Advisers, supporting the full client journey from meeting preparation and administration through to research, report writing and new business implementation. Strong hands-on experience of Intelliflo / Intelligent Office is essential. This role would suit either an experienced Financial Services Administrator looking to develop further into Paraplanning, or an experienced Paraplanner who enjoys being involved with clients, advisers and the progression of cases. You will take ownership of a varied workload, moving comfortably between adviser support, client administration, technical research and paraplanning responsibilities. • Managing and progressing adviser workflows, cases, tasks and client actions through Intelliflo, • Maintaining accurate and comprehensive client records, fact finds and documentation, • Preparing for new client, annual and interim review meetings, • Gathering and analysing client information, • Liaising directly with clients via telephone, email, Microsoft Teams and written correspondence, • Conducting financial planning research and analysis to support adviser recommendations, • Assessing client objectives, attitude to risk, capacity for loss, investment timescales and personal circumstances, • Undertaking research across pensions, investments, protection and tax-efficient planning, • Preparing clear, accurate and compliant suitability reports and annual review documentation, • Supporting cashflow modelling and other financial planning tools, • Carrying out investment and portfolio analysis, including performance, charges and rebalancing, • Comparing products, providers and financial solutions, • Preparing cost and charge comparisons and supporting calculations, • Submitting and tracking new business with providers and platforms, • Processing pensions, ISAs, GIAs, bonds and other investment business, • Processing fund switches, portfolio transfers, withdrawals and other client instructions, • Liaising with providers and platforms and following cases through to completion You will ideally have: • Strong working experience of Intelliflo / Intelligent Office - essential, • Previous experience within an IFA or financial planning environment, • Experience supporting Financial Advisers and progressing client cases through to implementation, • Experience undertaking financial planning research and analysis, • Experience preparing suitability reports and/or client review documentation, • Good technical knowledge across pensions, investments, taxation, protection and financial planning, • Strong analytical and problem-solving skills, • Excellent written and verbal communication skills, • The ability to explain complex information clearly and professionally, • Excellent attention to detail Experience with the following would also be advantageous: • Microsoft 365, including Outlook, Word, Excel, PowerPoint and Teams, • FE Analytics, • Dynamic Planner or similar research tools, • Cashflow modelling systems, • Risk profiling and portfolio analysis tools, • Provider platforms and online new business systems, • Investment performance analysis, • Portfolio rebalancing This is an opportunity to join an established independent financial planning firm where you will have genuine exposure to the wider advice process rather than being restricted to one area. You will work closely with experienced Financial Advisers and colleagues, develop your technical expertise and gain broader experience across financial planning, administration and client service. Professional development and career progression are actively encouraged, making this an excellent opportunity for someone looking to build a long-term career within financial planning. If you have strong Intelliflo experience and enjoy combining adviser support, technical research, client service and paraplanning, we'd love to hear from you. Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you. #J-18808-Ljbffr

I'm working with a well-established, award-winning independent financial planning firm in Worcester that has built an excellent reputation over many years for providing high-quality, genuinely personal financial advice. The business has a strong focus on long-term client relationships and is continuing to grow, while retaining a friendly, close-knit and supportive team environment. This is a great opportunity to join a business where people are encouraged to develop, supported in their careers and given the opportunity to take on more responsibility as they progress. You'll work alongside experienced Financial Advisers and a knowledgeable support team, gaining broad exposure across the financial planning process rather than being restricted to one area. You'll work closely with Financial Advisers and the wider support team, with responsibilities including: • Managing Adviser workflows, cases and client actions through Intelliflo, • Preparing for client reviews and maintaining accurate client records, • Supporting new business and liaising with providers, • Preparing review and client documentation, • Supporting research across pensions, investments and protection, • Assisting with cashflow modelling and financial planning, • Processing pensions, investments, transfers, withdrawals and fund switches, • Liaising with clients, Advisers and providers, • Progressing outstanding actions and ensuring cases are completed efficiently, • Providing general support to Advisers across the client journey You'll ideally have: • Strong hands-on Intelliflo/Intelligent Office experience - essential, • Previous experience within an IFA or financial planning environment, • Experience supporting Financial Advisers, • Good knowledge of pensions and investments, • Strong attention to detail and organisation, • Excellent communication skills, • A proactive approach and willingness to take ownership This could suit an experienced IFA Administrator looking for a broader role and the opportunity to develop their technical skills and progress towards paraplanning. • Hybrid working, • Supportive and collaborative team, • Established and growing independent financial planning business, • Excellent career progression opportunities, • Support towards professional qualifications and continued development, • Work closely with experienced Financial Advisers, • Varied role with genuine responsibility, • Friendly, down-to-earth working environment If you have strong Intelliflo experience and are looking for an IFA Administrator role offering development, progression and a genuinely supportive team environment, I'd be keen to hear from you. Ellie Sedgwick Senior Consultant | IDEX Consulting Mobile: E-mail: Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr

I’m working with a well-established, award-winning independent financial planning firm in Worcester that is looking to add to its growing team. This is a great opportunity for an experienced IFA Administrator / Paraplanner who wants a varied role, supportive team and genuine long-term progression. The business has built a strong reputation for providing high-quality, personal financial advice and has a really friendly, close-knit culture. You’ll work alongside experienced Advisers and a knowledgeable support team, with exposure across the full financial planning process. • Supporting Financial Advisers across the client journey, • Managing workflows and cases through Intelliflo / Intelligent Office, • Client review and new business administration, • Provider and platform liaison, • Pension and investment administration, • Financial planning research, • Suitability reports and review documentation, • Cashflow modelling and portfolio analysis, • Client contact and progressing outstanding actions, • Previous IFA / financial planning experience, • Strong administration and organisational skills, • Good knowledge of pensions and investments, • Someone proactive, personable and keen to develop This could suit an IFA Administrator looking to move further into paraplanning, or an existing Paraplanner looking for a broader adviser support role. • Hybrid working, • Supportive and collaborative team, • Genuine career progression, • Varied role with plenty of responsibility, • Established and growing independent business, • Salary: Competitive, depending on experience If you’re looking to join a firm that genuinely cares about its people, invests in their development and gives you the opportunity to build a long-term career, I’d love to hear from you. #J-18808-Ljbffr

Recruit UK are working on an excellent opportunity for a Financial Adviser in The Midlands to join an Independent Financial Planning firm. Within the Midlands the business has physical offices in both Leicestershire and Worcestershire. They are in a position where they have a retiring IFA who is leaving an active and sizeable client bank. The client bank has a fairly wide geographical spread with clients throughout the Midlands area. There’s a strong and sustainable mix of business including Pensions and investments. They are looking to speak with experienced advisers who appreciate the importance of excellent client care. A key part of the role will be getting out in front of the existing clients and securing their loyalty to the business and its offerings. This is a business which ensures its clients are provided with the advice they deserve, recognising that each client is different and therefore tailor their services to the client and offer a broad range of solutions, allowing them to best advise their clients without bias. There is full back office support in place including Compliance, Paraplanning and Administration. An employed Financial Planner role with an active client bank. • Communicating complex processes in an easy to understand manner, • Look to grow business written, both through existing clients and referrals, • Provide sound advice with clients best interest at the heart of decision making, • Attractive Salary of £50,000 or above for Chartered advisers., • Young vibrant friendly team to join, • Ongoing study and exam support, • Level 4 Diploma in financial advice, • Passion for providing a quality service, • Good Organisational skills, • Attention to detail and analytical skills, • Start every journey with a conversation to find out about you in depth., • Provide honest feedback on where you fit in the jobs market., • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you., • Take a holistic mindfulness approach - career happiness is rarely just about the money., • Cover the whole of the UK with a local touch through our regional teams. #J-18808-Ljbffr

Alzheimer's Society Worcestershire is seeking a Dementia Adviser to join our compassionate team, covering Wyre Forest and surrounding areas.

Assist in growing the Sanlam Adviser Business.

One of Quilter's Partner Firms are seeking a qualified financial adviser in the Worcester area to provide fully holistic financial advice to their clients. CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE AND HAVE UK RESIDENCY. Understanding complex information - Analysing financial data.

Quilter Financial Planning in Worcester welcomes a qualified financial adviser to provide comprehensive financial guidance to clients. Candidates must hold the UK Level 4 Diploma in Financial Advice and be resident in the UK.

A financial planning firm in the Midlands is seeking a Financial Adviser to manage an existing client bank. The role involves building client loyalty and providing tailored financial advice, supported by a young, vibrant team. A Level 4 Diploma in financial advice is required, alongside strong organisational and analytical skills. The salary is attractive, starting from £50,000 for Chartered advisers, with ongoing support for professional development. #J-18808-Ljbffr

We're looking for advisers who:. Have previous Protection Adviser experience (12 months minimum desirable). With the impending launch of our brand-new bespoke adviser platform, an abundance of quality leads and a commitment to developing our talent from within, there's never been a more exciting tim

Mortgage Adviser Cambridgeshire. Are you a Mortgage Adviser who knows you could write significantly more business if you had more clients to speak to?.

Experienced Financial Adviser needed to provide holistic financial planning advice to existing and new clients, focusing on pensions, investments, protection, and estate planning.

Self-employed Mortgage Adviser needed for Capricorn Financial Group in Cambridgeshire.

Seeking a Protection Adviser to work from an office in Hamble, Hampshire.

Seeking a policy adviser to advocate for innovative developments and engage with industry partners to improve the livelihoods of UK beet growers.

Some advisers are happiest with straightforward residential cases.

Seeking an Associate Financial Adviser to provide regulated financial advice to clients, manage existing portfolios, and handle qualified leads.

Policy Adviser (Horticulture & Potatoes).

Experienced Financial Adviser needed to provide holistic financial planning advice to existing and new clients, focusing on pensions, investments, protection, and estate planning.

Not every mortgage adviser wants the same thing from their network.

Financial Adviser sought to provide holistic financial planning advice, manage client relationships, and generate new business.

Seeking ambitious sales professionals to become Protection Advisors, generating leads and selling insurance products like life insurance and critical illness cover.Uncapped commission with high earning potential and full training provided.

Policy adviser needed to advocate for innovative policies and collaborate with industry partners to support UK beet growers.

Parts Assistant Material Handling/Forklift Trucks Surrey Branch Based (Nr Guildford).K Basic Salary Plus Bonus Scheme, AXA health, Contributory Pension Scheme, 25 days Holiday Plus Much More.My client is looking for a Parts Assistant to be based at one of their branches near Guildford.Salary is comm

Job Title: Farm Safety & Transport Adviser.

Seeking a Principal CDM Adviser experienced in regulatory roles under CDM 2015.

Seeking a Careers Adviser to provide impartial information, advice, and guidance to students, supporting their career planning, further education, and job opportunities.

Remote Insurance Advisor role offering commission-only earnings with uncapped weekly commission and industry-leading rates.

Seeking a Senior Technical Adviser/Lead AP for a lifting equipment organization to provide expert technical guidance, interpret standards, and support industry stakeholders.

National planning policy expert to shape and lead policy development for farm businesses, monitor changes, influence government, and provide guidance across England and Wales.

Seeking a Level 4 qualified Trainee Financial Adviser to join a team of over 30.

Seeking a client-facing Personal Tax Adviser to manage client portfolios, prepare tax returns, and advise on complex tax matters.

Seeking an Industry Placement Adviser to connect students with industry placements and develop employability skills.

Seeking a Financial Adviser for an award-winning Chartered Independent Financial Planning firm, offering holistic advice to personal and corporate clients.

Financial Adviser needed to provide holistic financial planning advice to existing clients and develop new relationships, with a salary range of £75,000-£100,000.

Are you an experienced Private Client Tax Adviser looking for genuine flexibility without compromising on the quality of your work or clients?.

Advises manufacturing businesses on adopting digital technologies and improving operations.Assesses current positions, develops digital capabilities, and implements practical improvements for measurable results.

Seeking a Business Centre Adviser to provide operational support, manage business systems, and ensure data accuracy and compliance within an Authority's Business Centre Team.

Provide financial planning advice, manage client relationships, and generate new business.

Seeking a Business Centre Adviser to provide customer service, process payments, and support operational teams using business systems.

Seeking a Senior Business Adviser to deliver Business Gateway services, grow and service business clients, and mentor other advisors.

Radiation Protection Adviser role focusing on safety and compliance, with flexible working options and a competitive salary package.

Seeking a home-based Financial Adviser to help families achieve financial goals, manage customer databases, and book appointments via MS Teams.