Financial advisor jobs in Gerrards CrossCreate job alerts

Self-Employed Protection Advisor (Domestic & Business) Exceptional Commission Structure No previous experience necessary full training will be given. This is your opportunity to join a market-leading company offering outstanding commission rates, full training, and the freedom of being your own boss. Our client, a well-established and trusted name in financial protection, is rapidly expanding acros... ZIPC1_UKTJ

K3TA is looking to welcome a new Corporate & Transaction Tax Manager to the growing Tax Team. Why might you want to work at K3TA? • Perhaps youre looking for full flexibility in choosing where you work, be it in one of the offices of the K3 Capital Group, at home, or a mixture of both., • Perhaps you like the idea of being part of a team that focuses primarily on corporate advisory work having already gained experience in corporate compliance., • Perhaps you like the idea of stepping away from an accountancy practice and working in a purely tax focussed business., • You want to be part of a wider, PE-backed Global business. So who are K3TA? K3TA is the tax advisory business of the K3 Capital Group of professional services businesses. We are focused on transaction, restructuring, and advisory work and are a leading provider of tax advice to the mid-market transactions sector. As part of our mission to grow our team of skilled tax advisers, we are looking to welcome a Tax Manager in our Corporate Tax Team. Within the K3 Capital Group, we work alongside our colleagues in M&A, tax investigation, and forensic accounting teams. K3 Capital Group operates across 30+ UK offices and 6 overseas locations and continues to grow through acquisition of complementary businesses. What would you be doing? As a Corporate Tax Manager you will be acting as 'preparer' on complex advisory jobs as well as Manager on corporate compliance, plus some advisory work. You will work closely with Directors and Managing Directors in the Corporate Team to deliver high quality tax advice in line with client expectations and timelines. You will see projects through from initial advice to execution. You could be working on a mix of any of the following: • Managing project budgets and invoicing,, • Acting as the main point of for Clients (leading conversations and updates),, • Managing junior team members (coaching, mentoring),, • Managing jobs from initial review, prior to sign out by an Managing Director,, • Drafting tax reports and transaction step plans,, • Preparing clearance applications and financial models,, • Managing tax compliance relationships, K3TA - How do we work? We have a remote-first culture, and our team are located across the UK, literally from Lands End to Glasgow! working mostly from home with occasional travel when required to meet client needs. We meet several times a year at whole-team offsite events to keep in touch with one another and develop strategy together. We believe in trusting our people to understand how they work best and to manage their own time, travel, and workloads. JBRP1_UKTJ

Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals. Please note that Scotiabank offers Financial Planning opportunities within our Scotia Finan

A respected accountancy practice in the Thames Valley is seeking an experienced Independent Financial Adviser to join their Financial Planning division. Candidates will benefit from full administrative support and the chance to build long-term relationships with clients while delivering high-quality

Focus | Holistic financial planning, managing client relationships, generating referrals, delivering tailored advice.Skills | Strong client‑facing ability, holistic planning expertise, relationship building with partners & introducers.Requirements | Experienced adviser with existing client bank or

We have an exciting opportunity to work with our higher education client based in Uxbridge. Job title: Student Hub Advisor Pay: £18.57 Location: Fully site based - Uxbridge Hours: Monday to Friday 9am to 5pm Duration: ASAP - End of June (potential of being extended) Job spec: This role provides student facing support and administration for all University taught and research degree programmes, ensuring a professional, welcoming and supportive environment for the University's community. This role is responsible for delivering excellent customer service and support to students through their entire journey, from registration to awarding. The purpose of the Student Hub Adviser is to ensure that the department provides a professional, welcoming, reliable, accessible and effective service to all its users. The Student Hub Adviser is expected to be able to hot desk and multitask, spending time supporting all enquiries alongside knowledge of associated enquiry administration and non-contact duties. Accountabilities and responsibilities: Be the first point of contact for all students and doctoral researchers via in-person visits and electronic Support, administer and/or provide guidance to students on University processes including: Student record adjustments such as abeyance, course change and withdrawal Extenuating circumstances, deadline extensions Submission of complaints Early Resolutions / appeals Attendance logging and queries Manage first stage or complaints where possible. Process student personal tutor allocations Take a key role in Registration activities including handling a very high volume of telephone, email and face-to-face queries in a time critical manner; support registering students during the university Welcome Week. Guide students with administrative support across their student journey Provide guidance to students on the University's programmes, the module selection process, seminar group allocation and relevant Senate Regulations and associated policies. For complaints, appeals, misconduct, and fitness to practice cases: explain, guide and support students engaging with these processes liaise with OSCCA regarding complex cases Triage and signpost immigration queries, referring to more specialist services as Process and hand out Student Visas in line with Home Office rules, requirements and their audit requirements. Provide funding and financial advice to all students, referring to more specialist services as Triage and signpost student issues and concerns quickly and effectively, referring the queries to the relevant individual or team for resolution Deal with enquiries from colleagues and academic departments from across the campus, and external stakeholders.If you would like to hear more about this role, please apply. We will contact any shortlisted candidates. Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer. By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Self-Employed Mortgage Advisor / Life & Protection Financial AdviserThis is an excellent opportunity for a qualified financial services professional seeking a self-employed role with access to high-volume estate agency leads, transparent commission structures, and long-term growth potential within 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 the West MidlandsRole and ResponsibilitiesProvide regulated financial advice across investm

Financial AdviserManchester or Edinburgh £45,000-£60,000 DOE + performance incentivesFull-time - PermanentHybrid (3 days in office)A forward-thinking, tech-enabled financial planning firm is seeking an ambitious Financial Adviser to join its growing advisory team. This is an opportunity to be part

Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you

Self-Employed Mortgage Broker / Financial Services AdvisorAn award-winning UK mortgage brokerage is looking to add an experienced, ambitious self-employed Mortgage Broker / Financial Services Advisorto their growing team. This role is ideal for a Mortgage Broker / Financial Services Advisor who want

IFA Administrator (Progression to Financial Advisor) £30,000 - £35,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you an IFA Administrator looking to join a collaborative wealth management firm which w

If you’re a senior advisor with an interest in Banking, Insurance and/or Wealth & Asset Management and want to further develop or build on your industry knowledge, you can be certain that as a Tax Senior within our team you’ll be joining a group which offers you unrivalled opportunities to work

A leading financial advisory firm in the UK is seeking a motivated Financial Advisor to provide strategic financial advice and build a successful business. With a strong focus on support and training, this position is perfect for those looking to kick start their career in financial advising.

One of our Strategic Partner firms at Quilter Financial Planning is currently looking for financial advisers based in the East Sussex area to join their team. Diploma in Financial Services and Level 4 Diploma in UK Financial Advice. Advise clients on current financial issues and make recommendations

A leading financial services firm in Essex is looking for an experienced Financial Advisor to accelerate their advisory career.

A Liberty Financial Advisor is more than a financial guide—they’re a lifelong partner dedicated to helping clients achieve their dreams and secure their financial future. What Does a Financial Advisor Do?. Here’s what sets a Liberty Financial Advisor apart:.

A leading family law consultancy in Greater London is seeking a Divorce Specialist to aid customers through their divorce and financial remedy order processes. The ideal candidate should possess experience in family law, particularly in financial remedies, and have excellent customer service skills.

A recruiting agency in the UK is seeking a Trainee Financial Advisor to join a supportive team, providing a structured pathway to becoming a Chartered Financial Planner. Ideal for Junior Financial Advisers or Paraplanners looking for a long-term career, this position offers valuable client-facing ex

Must also have at least 12 months' experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service. Due to expansion demands we are looking for a qualified Financial Advisor to join to join and growing busi

A prestigious financial planning firm in Central London is seeking a Trainee Financial Adviser to join its growing team.

Responsibilities include building solid client relationships, assisting in decision-making by providing investment advisory services, and tailoring personalized strategies using a range of financial products and services. As a Wealth Manager, you’ll have the opportunity to support individual clien

Proven experience in financial advisory or wealth management working with UHNW/HNW individuals. Job Title: Chartered Financial Advisor (Level 6 or Working Towards). Access to cutting-edge financial planning tools and resources.

A financial advisory startup in Greater London is seeking a Financial Planner to join a forward-thinking team. Ideal candidates will have around 5 years of experience, a Chartered qualification (or nearing it), and a passion for innovative financial solutions. This role focuses on creating tailored

As part of our continued growth in this area, we have an opportunity for an experienced Financial Planner or Chartered Financial Planner to join the Financial Planning team. As a Financial Planner in our fast-growing team, your primary responsibility will be to onboard and serve clients with their f

A leading wealth management firm in Central London is seeking a Trainee Financial Advisor with a mortgage background to join their expanding team.

Are you a Financial Advisor who thrives on building meaningful relationships with clients - but feels bogged down by constant sales targets and cold business development? If so, this could be the ideal next step in your career. We're working with a respected financial planning firm based in the. The

Level 4 Financial Advice Qualification (e. Quilter Financial Planning provided pay range. This range is provided by Quilter Financial Planning.

The ideal candidates will have proven financial advisory skills and relevant qualifications such as CISI Level 4, providing clients with strategic financial advice while complying with industry regulations. A financial services provider based in the United Kingdom seeks experienced financial adviser

A leading financial institution in the United Kingdom is seeking a motivated professional to engage clients in understanding their financial goals and provide tailored solutions.

A leading financial advisory firm is seeking a Review-Focused Financial Advisor to join their team in a home-based capacity. This role emphasizes nurturing existing client relationships and delivering ongoing financial advice rather than focusing on new business generation. Candidates should have ex

Financial Adviser – West London / Thames Valley (Hybrid & Flexible).

The team's advisors are trained to navigate complex financial situations, offering tailored advice that empowers clients to regain control of their finances. Their work is vital in fostering financial resilience within the community, ensuring that individuals have the tools they need to achieve long

NXTGEN are representing a well-established, high-growth financial services organisation seeking an experienced Financial Adviser to make an immediate impact. Level 4 Diploma in Regulated Financial Planning (minimum). Proven experience delivering financial advice across multiple areas.

At least 2 years of experience in financial advisory or financial product sales. Recognizing the global shift toward higher advisory standards, our client also supports advisors in gaining their Level 4 Investment Advice Diploma (CISI) while actively working. This opportunity is ideal for self-start

Significant experience in advisory financial crime projects. Support ongoing financial crime compliance activities, including advisory, control monitoring, and enhancement of risk management practices related to areas such as sanctions and anti-bribery and corruption. Advise on and improve existing

Exceptional Financial Adviser Opportunity - Boutique Wealth Firm.

Financial Advisor responsibilities and duties will include:. This position offers a rewarding environment for a dedicated Financial Advisor looking to focus on quality service, with clear earning potential and professional support to enhance your career growth. A great opportunity has arisen in the

Knowledge of financial products, protection policies, and experience in financial consulting or advisory. Knowledge of financial regulations and compliance standards in the United Kingdom is an advantage. Your goal is to help individuals identify ways to eliminate financial risks and recommend the m

A reputable accountancy firm in South Leicestershire is seeking an experienced Financial Advisor to provide tailored financial advice and build a strong client portfolio. Candidates should possess a minimum of four years' experience and a Level 4 Diploma in Financial Planning.

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 Cheshire. Experience delivering independent financial advice in a regulated environment. Confidence using financial planning

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

A prominent law firm in the East Midlands is seeking an experienced Financial Advisor to join their Wealth Management Team in their Derby office. This role involves building referrals, delivering high-quality financial planning advice, and requires a minimum of two years’ experience in an IFA role

A respected financial planning firm seeks an experienced Financial Advisor to join their team. Ideal candidates will have the Level 4 Diploma in Regulated Financial Planning, a focus on providing exceptional advice, and strong client relationship skills.

Are you an experienced Financial Advisor based in the Brighton and Hove area who would be interested in inheriting a long-standing client book from a retiring advisor? This opportunity involves inheriting an established book of clients covering the West Sussex area, with potential to develop additio

High quality advisory and client service skills. An enquiring mind and the willingness to engage in all aspects of building a high quality advisory business. Financial Adviser / Wealth Manager, Oxfordshire / London.

A leading financial advisory firm is seeking a B2B Financial Advisor for a remote engagement. Responsibilities include providing accurate financial insights, recording responses, and ensuring timely submission of materials. Candidates should have relevant experience in finance or financial services

We regulate financial services firms in the UK, to keep financial markets fair, thriving and effective. Job Title: Senior Insurance Policy & Strategy Advisor.