Financial advisor jobs in MorecambeCreate job alerts

Are you a financial adviser with a strong client base, now looking for greater ownership within a highly autonomous firm?. Self Employed Financial Adviser.

A financial advisory startup in Greater London is seeking a Financial Planner to join a forward-thinking team. This role focuses on creating tailored financial advice and managing complex planning projects. Ideal candidates will have around 5 years of experience, a Chartered qualification (or nearin

They provide financial advisers with the means to deliver private wealth services, covering: advice, portfolio management, tax planning, property finance and protection. They provide both retirement and savings plans to build for a secure financial future. Applicants should have at least three (3) y

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

Join us as a remote International Financial Advisor to empower clients with strategic insights that secure their financial futures. Proven experience in financial planning, wealth management, or related roles within the financial services industry. Conduct detailed financial analysis to assess clien

A financial services firm in London is seeking a Financial Crime Manager to provide expert advice and oversight on financial crime risks, KYC escalations, and fraud investigations. The ideal candidate will have strong experience in financial crime advisory within a regulated environment.

In this role, you will provide crucial support to residents facing crises by offering financial assistance and advice.

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

Proven experience in financial advisory or wealth management working with UHNW/HNW individuals. Job Title: Chartered Financial Advisor (Level 6 or Working Towards). Provide holistic financial planning and investment advice to individual and corporate clients.

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. Understanding of financial products such as lump sum investments, offshore inv

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.

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

Are you passionate about sustainable investing and looking to start your career in finance? We're excited to offer an opportunity for a Graduate ESG Investment Advisor to join our dynamic team!. Join Our Team as an ESG Investment Advisor!.

Your primary responsibility will be to onboard and serve clients with their financial advice needs, helping them achieve their lifetime financial goals. Are you looking for a Financial Planning role where you spend less time "hunting" for leads and more time actually advising?. UK and looking for cl

A reputable wealth management firm in the UK seeks experienced FCA authorised Financial Advisers to manage client relationships and provide holistic financial planning.

Michael Page is seeking a finance professional to support the strengthening of financial controls in a large UK operation. The role involves designing financial control frameworks, producing dashboards, and liaising with audit teams. Applicants should possess strong experience in financial governanc

Quilter Financial Planning in Greater London is offering an exceptional opportunity for experienced Financial Advisors to enhance their careers. Ideal candidates will have a Diploma in Financial Advice, proven financial planning skills, and a customer-focused approach. The role includes providing fi

Preferred) Experience in a Financial Solutions Advisor or hybrid banking/investments role. Financial Solutions Advisor | $200/hr Remote. Personal Banker / Financial Solutions Advisor.

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independe

A multinational professional services firm is searching for a senior advisor for their transfer pricing team in London. The position offers opportunities for professional growth in a dynamic environment focused on advisory projects, while providing a supportive and flexible work culture.

Candidates must have a Diploma in Regulated Financial Planning and strong knowledge of compliance in the financial services sector. A financial consultancy service in the UK seeks proactive Compliance Consultants.

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

A leading wealth management company is seeking a qualified Financial Advisor in London.

We are supporting them to recruit an entrepreneurial and motivated Financial Advisor whether you are looking to enter the industry or are already an experienced adviser seeking a new challenge. You will play a key role in delivering high-quality financial advice while growing and developing strong,

Deliver holistic financial planning to HNW / mass affluent clients. FCA authorised Financial Advisers.

RQF level 4 Diploma in Regulated Financial Planning (or equivalent). Minimum of 2 years experience as a Financial Adviser.

A leading financial advisory firm seeks an Experienced Financial Adviser to provide comprehensive financial advice and build long-term relationships with clients. The ideal candidate will have 3-5 years of 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 Essex. Provide high-quality independent financial planning advice to clients, aligned with regulatory and conduct requirement

Senior Advisor - Financial Services - Mobility Tax - London/Bristol/Newcastle. Are you passionate about working on a truly global scale? Do you want to help businesses and individuals navigate complex international tax and mobility challenges? Join our Financial Services Global Mobility team as a Se

Professional background gained in investment management, financial advisory, law, tax or private banking environments. People dedicated to delivering the best financial outcomes for clients. Providing wealth planning input personally (both to new clients and to existing clients who opt for continuin

Ideal candidates should have a minimum of 24 months' experience in the financial industry and must possess the Regulatory Examination/RE5 qualification. A leading insurance company in Greater London is seeking a self-motivated Commissioned Financial Adviser to join their dynamic team. The role invol

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. Significant experience in advisory financial crime projects. Advise on and improve existing

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

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

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 nonprofit organization based in London is seeking a Financial Wellbeing Advisor to support ex-offenders on probation. The role involves managing a caseload, addressing financial needs, and collaborating with local agencies for support.

A leading investment management firm is seeking an experienced Financial Crime Advisory Consultant for an initial 6-month hybrid contract in London. Candidates should have strong Financial Crime advisory experience, solid AML and KYC knowledge, and an understanding of asset management operations. Th

Providing Financial Crime advisory support to investment teams and related functions. Strong Financial Crime advisory experience within asset or investment management. If you are an experienced Financial Crime professional with a background in asset management and are looking for a role where you ca

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

At least 2 years of experience in financial advisory or financial product sales. Our client, a forward-thinking international wealth management firm, is seeking experienced financial advisors to join their expanding global team. This opportunity is ideal for self-starting professionals with a solid

This role focuses on advising on AML and financial crime, as well as engaging in aspects like data protection and audits.

Sun Life Financial is seeking an Advisor Trainee for their Advisor Development Program in Bedford. Candidates will gain hands-on experience, receive personalized coaching, and access digital tools while exploring a rewarding future in financial advice. This position is a temporary 6-month contract d

Knowledge of financial products, protection policies, and experience in financial consulting or advisory. Your goal is to help individuals identify ways to eliminate financial risks and recommend the most appropriate products and services, ensuring clients are aware of the products that best meet th

Home Group Financial is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. REMOTE FINANCIAL ADVISOR – INTERNATIONAL EXPATRIATE CLIENTS. Home Group Financial provides Financial Advice Services covering Wealth Management, including Pen

A leading AI company in the United Kingdom is seeking a Financial Advisor to help train AI in financial principles. Candidates should hold a Master’s or PhD in a finance-related field, possess expert financial reasoning, and have relevant professional experience.

The Adviser should be reasonably experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning. Financial Adviser Skills Required. An exceptional opportunity is now available with a multi-office award winning wealth manager, for a

Financial Adviser – The role itself. Level 4 Diploma in Regulated Financial Planning. Proven experience in a financial planning role.