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Narwal Wealth Management will support you to ensure that client cases are processed efficiently and effectively.

Retrofit Technical Advisor - Leicester CTJ70 £25,000 - £27,000 This is an opportunity for someone who has recently gained their Retrofit qualification to become part of a leading training and accreditation provider in the energy sector, recognized for its expertise in the rapidly growing Retrofit...

About the company: Our client is a residential property developer dedicated to creating exceptional new homes. With a keen eye for detail, they ensure that every property reflects superior quality. Their modern homes are built using the finest materials and equipped with the latest appliances, al...

Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team. In this role, you’ll work closely with clients, providing expert guidance on managing their finances through strategic cash flow planning and offering ongoing, reliable s...

Are you looking for a new challenge? Do you approach new challenges with a can-do attitude? Are you competitive and want to be your own boss? Then this could be the opportunity for you! Our self-employed Membership Advisors are the front line of our business, they are field based, selling a packa...

Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs. * Prepare information/comparisons for analysis and further discussion ...

Liaise with clients, estate agents, and financial advisors throughout the process * Manage a varied caseload, including sales, purchases, equity transfers, and leasehold matters * Maintain ...

Provide administrative support to financial advisors, ensuring seamless operations * Prepare and maintain client files, documents, and reports * Assist in the onboarding process for new clients

Set the example for, and work closely with, our adviser team when implementing marketing and sales ... Level 4 Diploma in Financial Planning or equivalent. A degree in Business, Finance, Marketing, or a ...

Regularly liaise with purchasers, solicitors, and financial advisors. * Meet sales targets in accordance with business requirements. About the benefits and rewards: The salary will be dependent on ...

Liaising with the Financial Advisers to discuss what tasks need undertaking for each client * Obtaining and proce... ZIPC1_UKTJ

Retrofit Technical Advisor - Leicester CTJ74 £25,000 - £27,000 This is an opportunity for someone ... Access to a company pension plan to help secure your financial future. Industry leading training ...

Spencers Estate Agency are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Leicester. OTE £35kWe are looking for an exceptional person who has the skills, attributes ...

Frank Innes Estate Agency are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Leicester. OTE £50kWe are looking for an exceptional person who has the skills ...

Occupational Health Nurse Advisor + Training Salary: £40,000 - £45,000 Location: Leicester This is a fantastic role for an Occupational Health Nurse who is looking to undergo further training ...

... advisors. * Acting as the ERP system champion to drive system understanding and effective usage across the business. * Producing key financial reports and conducting detailed analyses to provide ...

Identify and implement continuous process improvements to enhance financial efficiency and standardisation. * Commercial Strategy : Support business growth by advising on contract renewals and M&A ...

Be the main point of contact to clients building close relationships and be able to suitably advise * To co-ordinate the scheduling of the audit work with client activities and requirements * To ...

Working with key stakeholders to advise on opportunities to increase profitability - providing a full end to end commercial finance service to the whole business. Take a lead on all budgeting and ...

Managing the database of clients and diary management for the Partner and Advisors * You will be ... Financial Services experience is useful but not essential * Excellent customer service and the ...

Preparing year-end financial accounts, ensuring accuracy and compliance with relevant regulations ... Building and maintaining strong client relationships, acting as a trusted advisor and point of ...

Advise and negotiate financial settlements in divorce cases, ensuring fair distribution of assets and providing guidance on spousal maintenance, property division, and other financial matters

You will act as an impartial adviser, bringing relevant skills, knowledge and experience to provide ... Financial Oversight: Oversee the financial performance and sustainability of the organisation ...

Do you want financial freedom and flexibility? Are you always going the extra mile? If youre driven ... Become an FSB Membership Advisor and be part of something bigger!Note: This self employed ...