Financial advisor jobs in Ellesmere PortCrear alertas

Our client is a local financial planning and mortgage advisory firm based in Cheshire. They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages You will receive a good number of mortgage leads, plus pension and investment leads. This will enable you to be busy providing all types of... ZIPC1_UKTJ

Our client is a local financial planning and mortgage advisory firm based in Cheshire.They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages.You will receive a good number of mortg

About this role We are seeking a high-performing Account Manager with a strong focus on new business generation (hunting) while also supporting and expanding existing client accounts (farming). This role is ideal for someone who thrives in a fast-paced, relationship-driven environment, with experience in building trusted partnerships and identifying commercial opportunities across enterprise clients. You’ll work closely with the wider sales, pre-sales, and delivery teams to manage the full sales cycle, contribute to business strategy, and ensure client success in the IAM and PAM space. Key Responsibilities As an Account Manager at CyberIAM, you will: • Actively prospect, identify, and pursue new enterprise client opportunities within the IAM and PAM market., • Own the full sales cycle from lead generation through to negotiation and close., • Build and nurture strong, long-term relationships with new and existing clients., • Identify upsell and cross-sell opportunities within your account base, delivering continuous value to clients., • Collaborate with internal teams including pre-sales, delivery, marketing, and leadership to align client needs with CyberIAM’s services., • Develop and maintain account plans to drive revenue growth, retention, and client satisfaction., • Stay informed on market and industry trends to shape sales strategies and articulate CyberIAM’s value proposition., • Ensure accurate and up-to-date CRM tracking and pipeline forecasting using HubSpot., • Represent CyberIAM at industry events, networking functions, and client meetings. What we’re looking for We want to hear from you if you have: • A proven track record in enterprise software sales, with a strong emphasis on new business acquisition., • Demonstrable experience managing and growing key accounts, ideally in the cybersecurity or tech sector., • Confidence in engaging senior-level stakeholders, including CISOs, CTOs, and Procurement leads., • Excellent relationship-building and client-facing communication skills., • Experience selling IAM/PAM solutions such as CyberArk, SailPoint, BeyondTrust, Saviynt, Okta, or Ping is highly advantageous., • Strategic thinking, problem-solving ability, and commercial awareness., • Strong organisational skills and attention to detail in maintaining accurate sales records., • A self-driven, proactive, and target-oriented approach., • Proficiency in CRM systems (HubSpot preferred), LinkedIn Sales Navigator, and prospecting tools like Lusha. What you bring to the table • Proven success in hunting and securing new high-value business., • Ability to farm and expand strategic enterprise accounts through upselling and relationship management., • Confidence in navigating complex sales cycles and stakeholder groups., • Experience in building trusted advisor relationships with enterprise clients., • Familiarity with IAM, PAM, and cybersecurity technologies is a plus., • Strategic, goal-oriented, and metrics-driven mindset., • Strong collaboration skills with cross-functional internal teams., • Excellent written, verbal, and presentation skills. What CyberIAM Offers • Career Growth: Structured training & certifications., • Time Off: 33 days holiday (incl. public holidays)., • Health & Wellbeing: AXA Healthcare & discounted gym membership., • Financial Perks: Up to 6% pension contribution (10% total)., • Work-Life Balance: Flexible working & a social fund., • Competitive Salary + Commission.

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages You will receive a good number of mortgage leads, plus pension and investment leads. Job Description Our client is a local

Get notified about new Financial Advisor jobs in Chester, England, United Kingdom. Provide full financial planning across pensions, investments and protection.

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages. Our client is a local financial planning and mortgage advisory firm based in Cheshire.

My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional Financial Planning Administrator to join their team on a permanent basis. This position is essentially a Financial Advisor Support Administrator. Carrying out in-depth analysis of many different types

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages. Mortgage Advisor and/or Financial Advisor Requirements. This established financial advisory and mortgage brokerage based in

I’m delighted to be partnering with a highly respected accountancy and financial advisory firm that is looking to appoint an experienced Financial Planner, based locally in either Somerset or Wiltshire. The firm is seeking a motivated professional with a proven track record of advising HNW cli

My client, a leading Financial Planning organisation based in Liverpool, is seeking a professional Financial Planning Administrator to join their team on a permanent basis.

An excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will provide holistic financial advice to an established client base across Yorkshire, covering:. Conducting in-depth reviews of clients financial circumstances, curre

Mortgage Advisor and/or Financial Advisor Requirements. This established financial advisory and mortgage brokerage based in the North West understands the importance of looking after their clients at all stages of their financial planning. They are looking to expand their team and ideally seeking a

This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to service an existing client bank in South WalesRole and ResponsibilitiesProvide regulated financial advice across investments,

Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden.

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgagesYou will receive a good number of mortgage leads, plus pension and investment leads. Our client is a local financial planning

The Personal Investment Management and Financial Advice Association (PIMFA) is the leading trade association for firms providing personal investment management and financial advice across the UK. Its members support individuals, families, charities, pension funds, trusts and companies, and play a vi

Are you a current or previous Financial Advisor looking to join a business with no micromanagement?In this role as a Financial Advisor, the business will support you by buying in leads for you to contact. This is a proven source of business used by their Financial Advisors. The most effective Financ

A leading Chartered Financial Planning firm is seeking an experienced professional to provide financial planning advice to clients across the UK. The role involves managing client portfolios, guiding clients through lifestyle financial planning, and coordinating with teams to maintain compliance. Ap

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages. Our client is a local financial planning and mortgage advisory firm based in Cheshire.

We’ve been on the frontline of the world’s response to HIV and AIDS for over 25 years, working with marginalised people who are denied HIV prevention and treatment simply because of who they are and where they live.Set up in 1993 to work with community groups in the countries most affected by th

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgagesIs your CV ready If so, and you are confident this is the role for you, make sure to apply asap. Our client is a local financi

You will be required to deliver comprehensive financial planning advice to both new and existing clients, ensuring their personal and financial objectives are fully understood and met through tailored solutions. This is an excellent opportunity for an experienced Financial Adviser to join a growing

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages You will receive a good number of mortgage leads, plus pension and investment leads. Our client is a loca

Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning needs. Quilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. APPLICANTS MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVI

An industry-leading Financial Planning business seeks to expand its network of qualified Financial Advisors across the UK. Get notified about new Financial Advisor jobs in. Trainee Financial Advisor - Mauritius Based.

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgages. Our client is a local financial planning and mortgage advisory firm based in Cheshire.

A prominent wealth management firm in Greater London is seeking a Senior Compliance Advisory Manager to support the Head of Compliance Advisory. With at least 5 years of experience in compliance advisory within financial services, strong knowledge of the FCA Handbook, and excellent communication ski

Get notified about new Financial Advisor jobs in. An excellent opportunity for a client-focused Independent Financial Advisor to join a growing, directly authorized firm in Bedfordshire. Level 4 Diploma in Financial Planning (or equivalent).

A community support organization in Greater London is hiring a Specialist Debt Advisor to provide critical face-to-face debt advice. The position involves working on-site and providing holistic support services to improve the financial stability and wellbeing of local residents.

Get notified about new Financial Advisor jobs in. Financial Services and Banking.

About the job Financial Advisor - London. They are looking for a qualified Financial Advisor with expertise in UK pensions and investments.

A leading insurance and financial services company in the United Kingdom seeks a Financial Advisor to provide expert advice in life insurance, pensions, investments, and wealth management. The ideal candidate will be fully qualified and experienced in delivering regulated financial advice face-to-fa

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of cli

I’m delighted to be partnering with a highly respected accountancy and financial advisory firm that is looking to appoint an experienced Financial Planner, based locally in either Somerset or Wiltshire. Senior Financial Planner – £90,000 DOE – Somerset or Wiltshire – Hybrid. The firm is see

The role involves providing advisory support and ensuring compliance with financial crime regulations. A leading insurance company in Birmingham seeks a Financial Crime Officer to aid in maintaining oversight of financial crime matters. This role offers a unique opportunity to improve financial crim

As a Repairs Manager, you'll be responsible for the financial performance and customer satisfaction in housing repair services.

This role is provided by Ferguson Dean.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Wirral based owner managed business.Independent and private client focused.Portfolio reviews with existing clients.Working with the business owner to transiti

Service Care Solutions are recruiting on behalf of a leading nationwide Independent Financial Advisory firm for an experienced Financial Adviser to join their growing team in Essex. Confidence using financial planning and cashflow modelling tools. This is an opportunity to join a firm focused on lon

Join Access Financial Services as a Protection Advisor and become an integral part of a team dedicated to offering exceptional financial solutions. As a Protection Advisor, you will collaborate with experienced professionals, access cutting-edge resources, and contribute to our mission of delivering

A leading financial solutions provider is seeking an Equity Market Specialist in London. Candidates should possess a minimum of 10 years in financial services and strong consultative sales abilities, alongside the capacity to convey complex ideas simply.

An established Financial Planning practice is looking for a Financial Advisor with an impressive track record to join their team to provide first‑class financial advice to a client base focused around the Kent patch. Are you an experienced Financial Advisor (restricted or whole of the market both

As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow. Financial Advisor to work on both an. This is a fantastic opportunity that will suit any experienced Financial Adviser, wh

The Old Mutual Story!***Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

A respected wealth management firm in the UK is seeking a Mid-Senior Financial Adviser to manage financial planning for an existing portfolio of clients. Ideal candidates will hold the Level 4 Diploma in Financial Planning and have strong technical knowledge, as well as the ability to build trusted

Sellick Partnership Ltd are currently recruiting for a Neighbourhood Officer to join one of our Surrey based clients on a full time permanent basis.Location: East Horsley, Surrey.Salary: £35,249 + £3,715 car allowance.Daily Duties Of The Neighbourhood Officer.Ensuring residents understand and comp

Salaried Financial Advisor (In-house) page is loaded## Salaried Financial Advisor (In-house)locations: East Londontime type: Full timeposted on: Posted Todayjob requisition id: JR-75277Let's Write Africa's Story Together!Old Mutual is a firm believer in the African opportunity and our di

You’ll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time. Holds the Level 4 Diploma in Financial Planning (working towards Chartered preferred).

Level 4 Financial Advice Qualification (e. This range is provided by Quilter Financial Planning. Direct message the job poster from Quilter Financial Planning.