Financial advisor jobs in OadbyCreate job alerts

Thinking About a Career Change? Why Not Choose HR?\n\nIf you've reached a crossroads in your professional life and are looking for a fresh start in a people-focused, rewarding industry then Human Resources might be exactly what you’re looking for.\n\nOur HR Career Change Programme\n\nWe specialise in helping individuals transition into HR—starting with recognised qualifications and ending with real job opportunities.\n\nWhether you're working full-time, part-time, or in between roles, our online learning and personalised recruitment support can help you make a successful move into the HR profession often in just a few months.\n\nPlease note that this is a training course and fees apply.\n\nWhy Human Resources?\n\nThe HR profession is growing steadily across all sectors. As businesses put more focus on employee wellbeing, development, and company culture, skilled HR professionals are more important than ever.\n\nHere are typical UK salaries at various stages of the HR journey:\n\n * HR Administrator - £27,000+\n\n * HR Assistant - £30,000+\n\n * HR Officer - £35,000+\n\n * HR Advisor - £38,500+\n\n * HR Manager - £55,000+\n\nAnd with hybrid and remote roles increasingly common in HR, the flexibility is there too.\n\nHow It Works - Your 3 Step Journey Into HR\n\nStep 1 - CIPD Level 3 Certificate in People Practice\n\nThe CIPD Level 3 Certificate in People Practice is the industry-standard entry point into Human Resources. It's assignment-based (no exams), and is delivered fully online with expert tutor support.\n\n * Accredited by the Chartered Institute of Personnel & Development (CIPD)\n\n * Covers recruitment, employee relations, HR systems, and more\n\n * Complete in approx. 10-12 weeks at your own pace\n\nThis course not only boosts your employability—it also gives you the confidence and credibility to take the leap into a new industry.\n\nStep 2 - Tailored Recruitment Support\n\nOnce you're qualified, our Recruitment Support Team will help you translate your background and new qualification into real job opportunities.\n\nWe’ve been helping career changers break into new roles since 2007—and our 4.8 Trustpilot rating shows how serious we are about your success.\n\nYou’ll get:\n\n * A professionally written, HR-focused CV\n\n * Job-matching advice tailored to your experience and location\n\n * Application support, interview prep, and mock interviews\n\n * Ongoing 1-to-1 guidance to help you land your first HR role\n\nStep 3 - Start Your New HR Career\n\nMost of our candidates secure their first HR job within 3-6 months of qualifying—and often sooner if they’re based near a major town or city.\n\nAnd to give you confidence, we offer a Money Back Guarantee:\n\nIf we can’t help you secure a role within 12 months of passing your qualification, we’ll refund your training fees.\n\nFlexible, Affordable, Achievable\n\nTo make things easier, we offer flexible payment options to spread the cost of your training over 12 months—so you can get qualified without financial pressure.\n\nReady to Make the Change?\n\nEnquire now and one of our experienced Career Consultants will contact you within 4 working hours to answer your questions and help you take the first step towards a new, rewarding career in Human Resources

Thinking About a Career Change? Why Not Choose HR?\n\nIf you've reached a crossroads in your professional life and are looking for a fresh start in a people-focused, rewarding industry then Human Resources might be exactly what you’re looking for.\n\nMany of our candidates come from diverse professional backgrounds retail, customer service, administration, healthcare, education, hospitality, and more. What they all have in common is the desire to do meaningful work, support others, and build a stable, long-term career.\n\nOur HR Career Change Programme\n\nWe specialise in helping individuals transition into HR—starting with recognised qualifications and ending with real job opportunities.\n\nWhether you're working full-time, part-time, or in between roles, our online learning and personalised recruitment support can help you make a successful move into the HR profession often in just a few months.\n\nPlease note that this is a training course and fees apply.\n\nWhy Human Resources?\n\nThe HR profession is growing steadily across all sectors. As businesses put more focus on employee wellbeing, development, and company culture, skilled HR professionals are more important than ever.\n\nEven entry-level roles in HR offer strong salaries, clear progression routes, and opportunities to specialise over time (in areas like learning & development, recruitment, employee relations, and more).\n\nHere are typical UK salaries at various stages of the HR journey:\n\n * HR Administrator – £27,000+\n\n * HR Assistant – £30,000+\n\n * HR Officer – £35,000+\n\n * HR Advisor – £38,500+\n\n * HR Manager – £55,000+\n\nAnd with hybrid and remote roles increasingly common in HR, the flexibility is there too.\n\nHow It Works – Your 3 Step Journey Into HR\n\nStep 1 – CIPD Level 3 Certificate in People Practice\n\nThe CIPD Level 3 Certificate in People Practice is the industry-standard entry point into Human Resources. It's assignment-based (no exams), and is delivered fully online with expert tutor support.\n\n * Accredited by the Chartered Institute of Personnel & Development (CIPD)\n\n * Covers recruitment, employee relations, HR systems, and more\n\n * Complete in approx. 10-14 weeks at your own pace\n\nThis course not only boosts your employability—it also gives you the confidence and credibility to take the leap into a new industry.\n\nStep 2 – Tailored Recruitment Support\n\nOnce you're qualified, our Recruitment Support Team will help you translate your background and new qualification into real job opportunities.\n\nWe’ve been helping career changers break into new roles since 2007—and our 4.8 Trustpilot rating shows how serious we are about your success.\n\nYou’ll get:\n\n * A professionally written, HR-focused CV\n\n * Job-matching advice tailored to your experience and location\n\n * Application support, interview prep, and mock interviews\n\n * Ongoing 1-to-1 guidance to help you land your first HR role\n\nStep 3 – Start Your New HR Career\n\nMost of our candidates secure their first HR job within 3–6 months of qualifying—and often sooner if they’re based near a major town or city.\n\nAnd to give you confidence, we offer a Money Back Guarantee:\nIf we can’t help you secure a role within 12 months of passing your qualification, we’ll refund your training fees.\n\nFlexible, Affordable, Achievable\n\nTo make things easier, we offer flexible payment options to spread the cost of your training over 12 months—so you can get qualified without financial pressure.\n\nReady to Make the Change?\n\nEnquire now and one of our experienced Career Consultants will contact you within 4 working hours to answer your questions and help you take the first step towards a new, rewarding career in Human Resources

Salary: £16.49 per hour. Bonus: After successfully completing your probationary period, you can earn a performance-related bonus of up to 20%. Advisors who consistently meet targets also have the opportunity for enhanced pay. Shifts: Sunday 7am–3pm, Monday to Wednesday 11am–7pm, and Thursday 11am–6.45pm (36 hours per week). Training: A four-week induction, Monday to Friday 8am–4pm, based onsite at Radar Road, Leicester. Location: Hybrid working, with at least one day a week at our Radar Road Contact Centre, Leicester (LE3 1UF). What you’ll take on: As an International Language Advisor, you will provide exceptional service to our customers through calls, emails, and chats. Whether you are resolving account queries or tracking parcels, your focus is to put the customer first. You will use your communication skills to build trust and connect with customers, listening carefully to their needs. With no sales targets, you have the freedom to focus entirely on providing the best possible support. Your success is measured by the satisfaction of the people you help. What you’ll bring: We are looking for team-oriented people with a positive approach and a genuine passion for helping others. • Language Skills: Fluent in both written and spoken English and Hebrew., • Experience: Previous experience in a contact centre or customer-facing role., • Skills: Strong literacy and numeracy skills, with the ability to navigate computer systems effectively., • Mindset: An empathetic and resilient attitude, with a focus on resolving concerns so our customers can continue to enjoy their shopping experience. Our benefits: • 25% off most NEXT, MADE*, Lipsy*, Gap* and Victoria's Secret* products (*when purchased through NEXT), • Quarterly bonuses, • Free parking on Next authorised sites, • Access to fantastic discounts at our Staff Shops & early VIP access to sale stock, • 10% off most partner brands & up to 15% off Branded Beauty, • Restaurants with great food at amazing prices, • Hot deals and exclusive offers from over 3,500 retailers through our online benefits platform, • Access a digital GP and other free health and wellbeing services, • Sharesave scheme, • Financial Wellbeing - Save, track and enhance your financial wellbeing, • Direct to Work - Discount online and instore, collect your items the next day for free from your place of work or local store, • Support Networks - Access to Network Groups to empower and celebrate each other, • Wellhub - Discounted flexible monthly gym memberships, with apps, PT sessions and more What’s NEXT: Press the apply button now to start your application. Once you have applied for the job, we will initially consider your skills and experience based on your application. In accordance with Home Office guidance successful candidates will be required to evidence their right to work in the UK before commencement of employment. This role is not one we would typically consider for sponsorship under the Skilled Worker route due to, for example, the relevant Home Office requirements on skills level, not being met. Candidates are therefore encouraged to consider their own right to work options without Next sponsorship. All successful applicants will be subject to criminal & credit checks in line with our Reference Policy. In order to apply for this position you must not have had an unsuccessful application for a similar role within the last 6 months.

The Role As an Experienced Financial Advisor, your responsibilities will include: Providing regulated financial advice tailored to individual client needs Managing and developing an existing client portfolio Conducting fact-finds, reviews, and suitability assessments Advising on products such a

The ideal candidate will provide tailored financial advice, manage a client portfolio, and ensure compliance with FCA regulations.

Sign in to set job alerts for “Financial Advisor” roles. Financial Advisor - Relocate to Saudi Arabia, Permanent Expat Family Relocation Package. Gather, analyse, and document all information needed to provide financial advice according to Fairstone standards.

Protection Advisor Location: Nationwide (Remote / Field Based) Earnings: Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? Uncapped weekly commission earn what youre worth Industry-leading rates: 120% (4-year indemnity) rising to 175% or 220% (non-indemnity) Full training and ongoing development no previous protection experience needed Work independently with the support of a market-leading brand Paperless sales process, fast onboarding, and renewals paid The Role Were recruiting Protection Advisors for a trusted financial protection provider expanding across Great Britain and Northern Ireland. This is a fantastic opportunity for ambitious, self-motivated sales professionals to take control of their earnings and build a career with genuine long-term rewards. Youll generate and manage your own leads, advise clients, and sell a broad portfolio of products including Life Insurance, Critical Illness, Income Protection, Accident & Sickness Cover, and Business Protection solutions . What Were Looking For Sales experience (any industry) protection or financial services desirable but not essential Confident, resilient, and entrepreneurial mindset Excellent communication and relationship-building skills Drive to achieve and surpass sales targets Ability to work independently and manage your own pipeline The Opportunity With average first-year consultants earning £47k and top performers reaching £100k+ , this role is ideal if you want the freedom of self-employment, the backing of a proven business, and a commission structure that rewards high performance. Apply Now to start your journey as a Protection Advisor and take control of your career and your income. TPBN1_UKTJ

Pension Administrator Leicester (Our Ref AL1371) hybrid working available after qualifying period Salary up to £35,000 pa dep on experience We have an excellent opportunity to join an award winning business and be a crucial member of the Pensions Team. Previous experience managing a portfolio of SIPP clients is essential for this role, and a trainee may be considered who has relevant industry experience.. My client is an established and prestigious, Chartered Pensions & Investment Company, who have been in existence for almost 40 years.They focus on providing a first-class service to their clients and on retaining and developing their staff, evidenced by their Best Advisor to Work for award, 3 years running. The role To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of SIPPs. Maintaining records that meet the requirements of the firm and the regulator. Also providing technical and administrative support to the Financial Planner. Knowledge, skills and abilities Knowledge of the SIPP and associated products. Good technical knowledge of SIPPs and their use in financial planning Knowledge of other financial services legislation relevant to role Ability to communicate effectively with clients, actuaries, accountants, Pension Trustees, HMRC and other professional connections via various methods phone, letter, e-mail, memo, etc Knowledge of in-house money laundering procedures relevant to role and individual responsibilities in this area Knowledge of Data Protection legislation relevant to role Knowledge of IT systems and programmes relevant to role Ability to work within level of authority and to refer work when appropriate Ability to create and maintain accurate computer-based records Remuneration and benefits Salary £25,000 to £35,000 per annum (dependent on qualifications, knowledge, and experience) Discretionary bonus 4 x salary life assurance Pension; 5% employer contribution - Increasing incrementally in recognition of service. 24 days holiday - Increasing incrementally in recognition of continuous service Health Cash Plan Scheme Free parking Hybrid Working Scheme Following completion of initial training and induction If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days.By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.Full Privacy Notice can be found on our website. TPBN1_UKTJ

Senior Sales Advisor When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. At Bellway we recognise that people are the key to our success and our goal is to provide a rewarding and fulfilling career in line with our values of quality, service and trust. Bellway is working towards becoming a more inclusive employer that values and respects individual differences in the workplace. There is an exciting opportunity to join Bellway, one of the UKs largest house builders. Our East Midlands Division are looking to recruit a Senior Sales Advisor to join the Divisions sales team. The Role The role of a Senior Sales Advisor is responsible for carrying out all of the sales aspects involved in the day-to-day running of the development, whilst being the first line of support for Sales Advisors and assisting Sales Managers. The role involves achieving or exceeding sales targets as well as effectively progressing reservations through contract exchange and legal completion. This is all whilst ensuring the highest level of service is provided to all customers. Overall principle accountabilities of the role include Be the first line of support for Sales Advisors, whilst giving assistance to Sales Managers. Assist sales management team and provide cover in the event of any Sales Managers holidays/sickness Support the sales management team in training, coaching, mentoring and development of Sales Advisors in all aspects of their role, including working closely with new Sales Advisors to assist/complete their induction process Effectively utilise Bellways CRM system, including maintaining accurate records and provide enhanced knowledge and experience of CRM/Sales Monitor to benefit other users of the system Responsible for achieving sales targets, as defined by senior management and the general presentation of the site and ensuring it is maintained to a high standard Liaise with customers, solicitors and financial advisors on a regular basis to ensure timely contract exchange and legal completions and ensure that all relevant knowledge is acquired to be able to give full and accurate information Proactively work with Sales Managers and colleagues to propose ideas to achieve increased sales Guide customers around show homes, stock plots and site to fully demonstrate the product and its features and benefits and ensure all site visitors have been made aware of Bellways Health and Safety Policy and they are always accompanied by a Bellway representative Liaise with Site Manager to ensure all customer meetings are arranged in a timely manner Assist customers post completion with any repairs or customer issues The above list of accountabilities is not exclusive or exhaustive. The post holder will be required to undertake any such duties as may be reasonably expected. Experience, Qualifications and Skills Experience Experience of working within the housebuildingindustry would be beneficial Experience of delivering an excellent customer experience Experience of working with confidential and sensitive information Experience of property sales and marketing process Ability to develop a thorough knowledge of the homebuying/conveyancing process Experience of dealing with people in a customer focused environment including home visits Experience of establishing effective working relationships with other property professionals and outside agencies Qualifications and Training Current full UK driving licence Access to a vehicle for business use as required Skills and Aptitude Ability to use own initiative to plan, prioritise and organise work in order to meet sales/completion targets Proficient IT skills along with a good working knowledge of Microsoft Office (Word, Excel and outlook) and the ability to adapt to new systems Ability to communicate effectively with customers and have good interpersonal skills Committed to diversity and inclusion The Role and Working Conditions Predominantly a site-based role but with travel to divisional offices as required Flexible approach with regard to working hours and location, including weekends and occasional evenings as required In return we can offer you: Competitive salary Competitive annual bonus Contributory pension scheme 25 days holiday, plus bank holidays Access to discounts and benefits portal ShareSave Scheme Cycle to Work Scheme Life assurance Holiday Purchase Scheme Earn and Learn Opportunities We reserve the right to close this vacancy if a large volume of applications are received. TPBN1_UKTJ

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and no action suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What Were Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website. TPBN1_UKTJ

Sales Advisor When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. At Bellway we recognise that people are the key to our success, and we are committed to building an inclusive culture that values and respects difference combined with creating a safe and inclusive working environment for all colleagues. This means we are positive about making adjustments as well as providing flexible working and we would be happy to talk to you about how this could work for you. There is an exciting opportunity to join Bellway, one of the UKs largest house builders. Our East Midlands Division is looking to recruit a Sales Advisor to join the Divisions Sales team. The development we are recruiting for is located in East Midlands. The Role The role of Sales Advisor, reports to the Sales Manager and carries out all aspects of the day to day running of the site sales complex, ensuring that outstanding customer service is delivered throughout the customer journey. This includes achieving qualified sales reservations and meeting or exceeding sales targets, as well as efficiently progressing reservations through to exchange of contracts and legal completion. Principal accountabilities of the role include: Ensure that the general presentation of the site and that of the sales complex is maintained to a high standard. Ensure that all relevant information required to be able to give full and accurate information to purchasers is available and maintained at all times. Guide potential purchasers around show homes, stock plots and site to fully demonstrate the product. Ensure visitors and potential purchasers to site are aware of Bellways Health and Safety Policy and they are always accompanied by a Bellway representative. Maintain accurate records using Bellways in-house CRM system. Liaise with purchases, solicitors and financial advisers on a regular basis. Arrange for a customer to attend a home demonstration with the Site Manager and carry out the Companys handover policy. Assist purchasers following legal completion with any defects or customer care issues Attend and minute a weekly Sales/Site Meeting with your Site Manager. Proactively work with Sales Managers and colleagues to suggest ideas to achieve increased sales. Experience, Qualifications and Skills Experience Experience of working within a face to face sales environment. Experience of working as a Sales Advisor for a residential house builder is desirable. Qualifications and Training GCSE Maths and English Grade 4/C or above (or equivalent) Skills and Aptitude Effective negotiation and sales skills Good administration skills Strong communication and listening skills Ability to work on own as well as part of a team IT literate and the ability to adapt to new systems Committed to diversity and inclusion The Role and Working Conditions Willing to be flexible in respect to day to day duties and hours worked. Lone working, dependant on site. Ability to travel to all sales sites, including divisional offices. Able to work weekends and bank holidays. In return we can offer you: Competitive basic salary + monthly commission Contributory pension scheme 25 days holiday, plus bank holidays Access to discounts and benefits portal ShareSave Scheme Cycle to Work Scheme Life assurance Holiday Purchase Scheme Earn and Learn Opportunities We reserve the right to close this vacancy if a large volume of applications are received. TPBN1_UKTJ

Financial Advisor Remote-UKwide OTE£100,000+ AnawardwinningWealthPlanningfirmbasedislookingtoappointexperiencedFinancial Advisor.Therolehasarisenduetothefirm'sexpansionandisafullyremoteposition. Thisroleisanoutstandingopportunityforadriven,ambitiousandexperiencedFinancial Advisor whoislookingforthenextstepintheircareer.ThereisfullParaplanningsupport,newbusinessintroductions/leads,aBusinessDevelopmentTeamtoworkwith,trainingacademiesandspecialistworkshopsalongwithmarketleadingsoftwareandbusinessadministrationsystemsandtailoredexit/retirementstrategies. YouwillbeminimumofDiplomaandhaveexperienceasaFinancialAdviser/Planner.PleasesendyourCVtoDouglasMcDougallformoreinformationonthisopportunity. TPBN1_UKTJ

Assistant Financial Planner Leicestershire (our ref AL1393) Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn. Based in Leicestershire they service high net worth clients across the UK and this year they were delighted to receive for the third time a Best Financial Advisor to Work for award by Professional Advisor. ROLE OVERVIEW: This is a structured two-year development role designed for individuals aspiring to become Financial Planners.As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams.You will gradually take on more responsibility developing the knowledge, skills, abilities and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and on the job training and development programme over a period of up to 24 months. CAREER PROGRESSION: After successful completion of the two-year training programme, you may progress to a Financial Planner role, managing your own client portfolio and providing regulated advice independently. Long-term opportunities may include equity participation and partnership, subject to business needs and individual performance. KEY TASKS Attend client meetings alongside the Senior Financial Planner/Business Owner. Support the management of a large well established client portfolio of longstanding relationships. Build rapport with clients and support the delivery of a high quality, personalised service. As required create detailed notes for client meetings highlighting the clients objectives and confirming action points moving forward. Act as a point of contact for client queries, ensuring timely and professional responses. Ensure timely preparation of meeting documentation and the completion of meeting action points as supported by other departments Technical Tasks Accurately document and analyse client data including income, expenditure, assets, liabilities and objectives. Assist in preparing financial plans providing solutions across pensions, investments, protection and tax planning. Business promotion Support the Senior Financial Planner/Business Owner in developing new business opportunities and referral relationships. Develop appropriate business relationships with Solicitors and Accountants within a targeted geographical region. Establish a network of professional connections and potential clients. ESSENTIAL QUALIFICATIONS 5 GCSEs or equivalent including English Language Grade C or above Part qualified level 4, diploma in Financial Planning Desirable - Qualified level 4, diploma in Financial Planning and an Economics or Finance related degree. Demonstrable interest in achieving Chartered Financial Planner status. EXPERIENCE Essential At least 3 years experience within financial services role, servicing high net-worth clients or large brands. Building rapport with clients and support the delivery of a high-quality, personalised service. Delivering technical information on a 1-2-1 basis with a variety of clients. Maintaining high standards of customer support. Maintain accurate client records and ensure all documentation is up to date and compliant. Working to KPIs and quality standards. Desirable Participating in client meetings. Effective meeting preparation to navigate client meetings effectively. Consultative sales approach. Developing new business connections and obtaining new clients. Working in a field-based role. Accurately preparing meeting notes and utilising dictation/transcription within SLAs. Experience of working within SIPP and SSAS marketplace KNOWLEDGE AND SKILLS REQUIRED: Effective diary management to develop business and maintain high standards of customer service. Ability to effectively manage a portfolio of clients. Excellent interpersonal skills to conduct client meetings and build long term relationships. Excellent verbal and written communication skills. Ability to engage with a variety of people in a confident and professional manner. Self-motivated to set and achieve personal goals on a regular basis. Active in/ownership of personal development through qualifications, industry training and continual ongoing reading. Awareness of factors affecting Financial Planning. Ability to maintain professionalism whilst engaging with a variety of clients. Ability to problem solving and provide tailored client solutions. If this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days.By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.Full Privacy Notice can be found on our website. TPBN1_UKTJ

Enterprise Architect 20 day contract with possible extensions Leicester - Hybrid x2 days onsite x3 remote £771 - £995 per day - Outside IR35 Purpose: The purpose of this engagement is to provide the University with business and technology architecture and assurance capability to ensure that prior analytical work is translated into a sustainable, governed, and strategically aligned operating model for the Dubai Campus. The engagement is intended to protect prior investment, reduce financial and regulatory risk, and ensure that Dubai Campus operations evolve as an integrated component of the University's global enterprise. Role specification Interpret and apply enterprise architecture strategies and principles, ensuring all proposed solutions and deliverables remain compliant, consistent, and strategically aligned. Manage and mitigate risks related to technical architecture, ensuring compliance with regulations such as GDPR and UAE Requirements. Ability to produce the architectural artefacts required for the programme, with strong familiarity in common enterprise architecture documentation such as operating models, roadmaps, capability maps, and solution architecture outputs. Evidence of navigating an organisation from an As Is state to a To Be state Advise on technology trends (e.g., AI, cloud, IoT) to shape the university's strategic direction. Proven experience advising senior stakeholder in complex, multi-stakeholder environments as well as collaboration across product owners, and external partners to ensure technology initiatives align with organisational priorities. Ability to act as an advisor to facilitate the alignment of business and IT strategies. Evidence of ability to Improve architectural compliance by providing architectural traceability against strategies, target architecture, principles and other guiding drivers. If your experience aligns with the requirements, please submit your application! TPBN1_UKTJ

Independent Financial Advisor roles dont come with this level of flexibility, support, and quality of client work very often. This one puts you right at the centre of long-term financial planning for high-net-worth clients, without the usual distractions getting in the way.

Our client is seeking employed Financial Advisors in Manchester or Chorley to take over an existing, quality client bank from a retiring Adviser, ideally with a start date in April 2026In this role, you will be focus on servicing their lower tier clients ensuring they receive great client service in

The Brief:Henlee Resourcing is partnering with a leading financial services company to recruit an experienced Recruiter to join their specialist Financial Advisor Recruitment Team. B: You will need proven experience recruiting Financial / Mortgage Advisors (or similar), ideally within a financial ad

This Court of Protection Specialist Financial Advisor job is a rare chance for an experienced specialist to step out of the shadows and build their own Court of Protection division within a respected, values driven wealth management firm.

Quick Questions:Are you an experienced financial advisor who is QCF Level 4 qualified?Are you able to demonstrate a strong track record of delivering client-focused, compliant, and values-driven advice?Are you looking for an IFA role local to Newcastle upon Tyne?Benefits:Competitive salaryUnlimited

You will be joining a professional, well established advice firm that provides high quality financial planning and offers a clear route to advisory responsibilities as your competence and confidence grow. If you are an experienced paraplanner seeking a job that offers genuine development into a Fina

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.

This High Net Worth and Ultra High Net Worth Financial Advisor job is an exciting opportunity for an established Private Banking Financial Adviser to step beyond the limitations of private banking or restricted advice environments and build their own HNW division within a respected, values driven we

A leading financial media company in Greater London seeks a commercially astute sales graduate to drive adoption of next-generation data products.

This High End Divorce Specialist Financial Advisor job is an exceptional opportunity for an experienced divorce specialist adviser to take ownership of a specialist divorce planning service and build their own division within a respected, values driven wealth management firm.

Financial Solutions Advisor | $200/hr Remote. Several years of hands‑on experience as a Personal Banker, Relationship Banker, Universal/Branch Banker, or Financial Solutions Advisor at a major bank or credit union. Preferred) Experience in a Financial Solutions Advisor or hybrid banking/investment

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 financial institution in the United Kingdom seeks individuals motivated by client engagement and financial solutions.

A leading financial services firm in the UK is seeking an Independent Financial Adviser/Wealth Management Advisor to deliver high-quality, client-focused financial advice while working remotely. With transparent leads and extensive support from in-house admins and external coaches, this role offers

As a Financial Crime Advisor, you’ll be a key contact for financial crime risk advisory matters. Proven experience in providing 2LoD financial crime advisory to the business, ensuring effective risk management. If you’re passionate about financial crime with 2LoD advisory experience, we’d love

A financial advisory firm is seeking an experienced Financial Advisor in Greater London. Responsibilities include managing client relationships and providing tailored financial advice. Candidates must possess a Level 4 Financial Planning qualification and have strong communication skills.

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

An established advisory business is hiring multiple Financial Advisors across London and surrounding counties. The role involves providing holistic financial advice, managing client relationships, and advising on pensions and investments.

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

A well-established financial consultancy in Chester & North Wales is seeking an experienced Financial Advisor to provide holistic financial advice in a dynamic environment.

BMC Recruitment Group are currently recruiting for a Financial Adviser to join our client, an award‑winning group of financial services and technology companies based in Newburn, Newcastle upon Tyne. Create comprehensive financial plans, analyse client financial positions, and deliver clear, suita

A financial advisory company in London is looking for an experienced Financial Adviser to join their team. The role offers hybrid working and requires delivering comprehensive financial planning advice to clients. Candidates should have a Bachelor's degree, Level 4 Diploma in Financial Planning, and

Whether you are an experienced or inexperienced financial advisor you will have the freedom to build your own business and kick start your career as a financial advisor. The benefits for a Financial Advisor:. Cooper & Parks Financial Services Limited is an appointed representative of The Openwork Pa

The ideal candidate will have a strong interest in financial advice and will work toward a Diploma in Financial Advice while supporting advisers in client meetings and financial reviews. A recruitment agency is seeking a Graduate Financial Advisor in Newcastle.

You will leverage your networking skills and experience in financial advice, with a focus on building lasting client relationships. A leading financial institution in the United Kingdom is seeking a dedicated professional to enhance client engagement and drive business development.

Collaborate with the wider WTW business to promote and expand workplace financial guidance services. Good working knowledge of Excel, Word, and PowerPoint, with experience in financial planning tools such as Morningstar Adviser Workstation, FE Analytics, Intelliflo, and Voyant being advantageous. WT

A leading UK financial services recruitment firm is seeking a Financial Crime Manager in London. The role involves overseeing financial crime risk across a diverse business and supporting compliance development. The ideal candidate has experience in financial services, is a strong communicator, and

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

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

Review-Focused Financial Advisor. This role is ideal for an experienced advisor who enjoys nurturing existing client relationships, conducting thorough annual reviews, and delivering high-quality, ongoing financial advice - rather than focusing on new business generation. The firm works with employe

The role involves championing valued customers by identifying their financial needs, providing sound financial advice, and implementing suitable financial plans. A leading insurance company in Greater London is seeking self-motivated Financial Advisers to join their team.

Are you ready to embark on a prestigious career journey in the heart of Londons financial district? We are seeking ambitious individuals to join our esteemed team as Trainee Financial Advisors, based in the iconic Gherkin Building. About the job TRAINEE FINANCIAL ADVISOR GHERKIN, LONDON. Participate

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