Trabajos financial advisor en OadbyCrear alertas

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 Weal... ZIPC1_UKTJ

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

bout us Dune London is the leading affordable luxury footwear and accessories brand in the UK, with broad distribution across both the UK and internationally. It has 50 stores in the UK and over 100 in 25 countries around the world. The company is entering a period of sustained growth both through additional stores, expansion of sales on its online channels and through third party partners both in the UK and globally. Celebrating its 30th anniversary the group has over the years built an enviable position as the specialist in quality fashion footwear and accessories which has given it a unique position at the high end of the high street. About the role Are you passionate about delivering outstanding customer service? Do you thrive in a dynamic and supportive team environment? We are looking for a Customer Experience Advisor to join our vibrant Customer Experience Team at Dune London’s Distribution Centre in Leicester. As an integral part of our business, you will ensure our customers receive excellent service across various communication channels, including phone, email, live chat, and post. Our structured office hours promote a healthy work-life balance, and we provide ongoing training and support, including real-time coaching sessions, to help you succeed. RESPONSIBILITIES: Customer • Handle all customer contacts quickly, efficiently to a high standard within agreed KPI’s, • Acknowledge and respond to general queries via telephone, email, live chat and post with a friendly and “can do” approach, • Assist customers with any issues relating to the Dune experience. This could include, Dune website, Dune retail stores or Dune concessions, • Follow GDPR guidelines (Data Protection) to every customer contact, • Contribute directly and take ownership of all tasks within the Customer Experience Department, • Play your part in maintaining our fun, committed and customer focused working environment, • Develop and maintain a high level of knowledge about our products, our business, retail law and the customer experience industry, • Assist in identifying system or process issues and be confident in offering potential solutions / improvements to rectify these issues, • Demonstrate a proactive approach to continuous improvement EXPERIENCE / SKILLS REQUIRED: • PC literate – particularly in MS office suite, • Excellent communication skills - both written and verbal, • Excellent organisational and administrative skills, • A sound understanding of the Data Protection Act and PCI DSS and their application to the customer service environment, • Confident in multi-tasking ensuring attention to detail is applied, • Ability to communicate effectively with people at all leve, • Enthusiastic, proactive and self-starting, • Ability to work on own initiative as well as part of a team, • Customer focused, • Ability to remain calm and professional under pressure, • A flexible approach to working hours during business peak times About the perks • Friendly and open culture with flat structures allowing plenty of opportunity for development., • Company growth and opportunity, • Open-minded company, welcoming thoughts and ideas to be shared, • Working with charitable organisations to help raise funds and give something back. Our current charity partner is Mental Health UK., • 60% employee discount on Dune products – what’s not to love!, • 25 days holiday (plus the bank holidays), • Cycle2work, • Company pension scheme, • Life assurance for all team members, • We look after our people, • Team socials and drinks – we like to have fun!, • Access to our employee assistance programme, retailTRUST, who provide loads of resources to support with wellbeing and personal development offer free counselling legal advice and financial guidance., • Our own Wellbeing Allies – there to talk when you need them. What happens next? We will take a good look at your application and if we don’t feel we are right for you, we’ll make sure we let you know but sadly we are not able to give tailored feedback. If we are excited to find out more about you, we will give you a call and arrange to talk. A few things that might help: • Research the brand, the role, your interviewer on LinkedIn; browse our website; and visit a store if you can, • Make sure you have plenty of examples to show off all your amazing skills and experience relevant to this role

Put your sales and customer service skills to good use!. Join a friendly, fast growing sales advisor network and use your customer service skills; be rewarded with fantastic incentives which can include national travel, international travel and financial rewards. Sales Advisor With Customer Service

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

Senior Finance Business Partner. Senior Finance Business Partner. As Senior Finance Business Partner, you will act as a trusted advisor to the leadership team - challenging assumptions, shaping business strategy, and enabling high-quality decisions through insightful financial analysis.

HGV Class C+E Driver Join Our Logistics Team in Lutterworth (ADC) Were excited to offer a fantastic opportunity for a C+E HGV Driver to join our growing logistics team based in Lutterworth. As part of our national delivery network, youll play a key role in ensuring timely and efficient deliveries and collections across the UK. What Youll Be Doing: • Conducting daily pre- and post-journey vehicle checks to ensure safety and legal compliance., • Loading and unloading vehicles where required, ensuring all goods are secure and accounted for., • Departing on time with all necessary documentation, equipment, and fuel cards in place., • Delivering and collecting goods safely, efficiently, and courteously at customer sites., • Using MHE (Material Handling Equipment) when trained and required., • Maintaining a professional and customer-focused attitude at all times., • Recording delivery and collection details using handheld electronic devices (HHT)., • Returning vehicles clean, refueled, and in good working condition., • Adhering to all road traffic laws, drivers hours regulations, and company policies., • A valid C+E Category Licence., • Driver CPC (DCPC) qualification and Digital Tachograph experience., • Proven experience driving HGV vehicles., • A strong customer service mindset with a polite, professional approach., • Contributory Pension, • Enhanced Family Leave, • Company Sick Pay, • Annual Leave, • Additional Holidays for long service, • Holiday Purchase Scheme, • Employee Assistance Programme, • Opt-in Medical Scheme, • Birthday off/voucher, • Financial reward for long service, • Charity Volunteering Days, • Ogilvie Car Lease Discounts, • Staff Sales, • Costco sign up discounts, • Pension Financial Advisor, • Eyecare Benefits, • Childcare vouchers JBRP1_UKTJ

Insurance Advisor/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 Youll generate and manage your own leads, advise clients, and sell a broad portfolio of products includingLife 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 Apply Nowto start your journey as a Protection Advisor and take control of your career and your income. JBRP1_UKTJ

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 Youll generate and manage your own leads, advise clients, and sell a broad portfolio of products includingLife 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 Apply Nowto start your journey as a Protection Advisor and take control of your career and your income. JBRP1_UKTJ

This is an exciting opportunity to make a real difference by supporting schools to improve their financial health and sustainability through strategic planning and effective performance frameworks. As part of this key role, you will work closely with school leadership teams, governors, and business

Trainee HR Administrator Thinking About a Career Change? Why Not Choose HR? If 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. Many of their 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. Their HR Career Change Programme They specialise in helping individuals transition into HR-starting with recognised qualifications and ending with real job opportunities. Whether you're working full-time, part-time, or in between roles, their online learning and personalised recruitment support can help you make a successful move into the HR profession often in just a few months. Please note that this is a training course and fees apply. Why Human Resources? The 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. Even 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). Here are typical UK salaries at various stages of the HR journey: • HR Administrator - £30,000+ * HR Assistant - £35,000+ * HR Officer - £35,000+ * HR Advisor - £38,500+ * HR Manager - £55,000+ And with hybrid and remote roles increasingly common in HR, the flexibility is there too. How It Works - Your 3 Step Journey Into HR Step 1 - CIPD Level 3 Certificate in People Practice The 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. • Accredited by the Chartered Institute of Personnel & Development (CIPD) * Covers recruitment, employee relations, HR systems, and more * Complete in approx. 10-12 weeks at your own pace This course not only boosts your employability - it also gives you the confidence and credibility to take the leap into a new industry. Step 2 - Tailored Recruitment Support Once you're qualified, their Recruitment Support Team will help you translate your background and new qualification into real job opportunities. They've been helping career changers break into new roles since 2007-and their 4.8 Trustpilot rating shows how serious they are about your success. You'll get: • A professionally written, HR-focused CV * Job-matching advice tailored to your experience and location * Application support, interview prep, and mock interviews * Ongoing 1-to-1 guidance to help you land your first HR role Step 3 - Start Your New HR Career Most of their 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. And to give you confidence, they offer a Money Back Guarantee : If they can't help you secure a role within 12 months of passing your qualification, they'll refund your training fees. Flexible, Affordable, Achievable To make things easier, they offer flexible payment options to spread the cost of your training over 12 months-so you can get qualified without financial pressure. Ready to Make the Change? Enquire now and one of their 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.

Investment Administrator Leicester (our ref AL1403) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for clients they have achieved significant growth and now look after in excess of £1bn of client assets. They strive to recruit, develop, and retain individuals who share their vision and values and who want to make a valuable contribution to the continued success of our business. This year they were delighted to receive for the fourth time a “Best Financial Advisor to Work for” award by Professional Advisor, following their review of their company policies and anonymous employee feedback. The role – Investment Administrator To be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities). Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner. Main tasks will include: * Establishment of Investment Accounts * Day to Day Portfolio Management * Calculations * Liaison, Communications & Record Keeping * Maintaining in-house relationships - Liaise with and support Financial Planners, Paraplanners, Investment Managers and the Pension Departments. Knowledge, skills and abilities * Educated to A level standard (or equivalent) as a minimum * A minimum of 2 years’ experience in investment client servicing or IFA administration * Knowledge of the services that the firm provides to clients and of investments and associated products * IT / keyboard skills * Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods – phone, letter, e-mail, etc. * Ability to create and maintain accurate computer-based records. * Knowledge of Data Protection legislation & the ability to work within level of authority and to refer work when appropriate. Remuneration and benefits * Salary - £25,000 to £33,000 per annum (Dependant on qualifications, knowledge, and experience). * Discretionary bonus – Based on business performance. * Life assurance - 2 x salary. * Pension - 5% employer contribution, increasing incrementally in recognition of continuous service. Salary sacrifice scheme available. * Holiday - 24 days’ increasing incrementally in recognition of continuous service, in addition to all bank and public holidays. * Health cash plan scheme – Includes support towards everyday health care costs, access to a discount’s portal and Employee Assistance Programme. * Hours - Normal working hours are Monday to Thursday 9am to 5pm and Friday 8.30am to 4.30pm. * Hybrid working scheme - Available following completion of initial training and induction for up to 40% working from home. * Professional qualifications – Financial support available for study materials and examinations along with study & exam leave. * Communication and Recognition – Regular staff updates and company events. * Free parking 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

If you’ve also worked in the following roles, we’d also like to hear from you: Mortgage Advisor, Protection Consultant, Financial Services Advisor, Mortgage Consultant, Mortgage Broker, Life & Protection Adviser, Financial Adviser. An exciting opportunity for a CeMAP qualified Mortgage Advisor /

We are an advisory team that considers the full range of financial crime and related risks applicable to the operation of our global business, including money laundering, sanctions, corruption, modern slavery, tax transparency and ESG reporting. This is an exciting and challenging senior role within

If you are an experienced Financial Advisor looking for a job that gives you a warm flow of leads, genuine progression opportunities and the backing of a well-established financial services group, this could be the ideal next step in your career.

Self-Employed Mortgage Broker / Financial Services Advisor. Mortgage Broker / Financial Services Advisor. This role is ideal for a Mortgage Broker / Financial Services Advisor who wants consistent, high-quality leads, strong earnings, the backing of proven systems and without onerous network interfe

An exciting opportunity for a CeMAP qualified Mortgage Advisor / Life & Protection Financial Adviser to provide expert mortgage advice, protection solutions and financial services support through strong estate agency leads in a hybrid role. Mortgage Advisor / Life & Protection Financial Adviser. If

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

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

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

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

Essential requirements are Level 4 Diploma in Regulated Financial Planning as well as experience within a financial planning role. Independent Financial Adviser - Servicing role with no new business requirement. Tempest Jones are thrilled to be representing a long-established and highly successful f

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!. Financial Advisor to work on both an. 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 wh

This is a fantastic opportunity for a qualified Adviser who enjoys delivering truly holistic financial planning and wants to be part of a collaborative, forward-thinking business. The firm was listed among the Citywire New Model Adviser Top 100 UK firms acknowledging its client-focused ethos and pro

What You’ll Bring as Financial Advisor. Holistic and lifestyle‑based financial planning. Preparing and presenting financial recommendations.

Mortgage Advisor / Life & Protection Financial AdvisorAn exciting opportunity for a self-employed Mortgage Advisor / Life & Protection Financial Advisor to provide expert mortgage advice, protection solutions, and client-focused financial services while building strong client relationships and growi

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

Occupational Health Advisor (RGN) – Home Based. Occupational Health Nurse Advisor (RGN). Minimum of 3–5 years’ post-registration experience as a Registered Nurse, with at least 3 years’ recent practice in an Occupational Health Advisor, Occupational Health Nurse, or Occupational Health Case

The firm works with employers across the UK, providing trusted financial advice to workplace clients, with a particular focus on pensions, retirement planning, and holistic financial well-being. Review-Focused Financial Advisor. This role is ideal for an experienced advisor who enjoys nurturing exis

I am currently recruiting for a Trainee Financial Advisor to join a friendly and supportive team in a role that offers a structured pathway to becoming a Chartered Financial Planner. This is an excellent opportunity for a Junior Financial Adviser or Paraplanner looking to build a long-term career. I

EARNINGS & OPPORTUNITY | Mortgage Broker / Financial Services Advisor. As a Mortgage Broker / Financial Services Advisor you will have the following attributes:. Self-Employed Mortgage Broker / Financial Services Advisor.

Trainee Financial Advisor - Mauritius Based. Sign in to set job alerts for “Financial Advisor” roles. Trainee Financial Advisor - Mauritius Based.

A leading financial services company in the UK is seeking an Advisor Trainee for its Advisor Development Program. This role offers a unique six-month opportunity to gain hands-on experience in financial advising, build client relationships, and receive coaching from experienced professionals. Succes

NXTGEN are pleased to be working in partnership with a progressive and forward-thinking financial services organisation that is committed to developing the next generation of Financial Advisers. You will work closely with clients to build strong, long-term relationships, delivering tailored financia

The potential to transition into an Advisor role or join an existing advisory team upon successful completion of the programWork out of a local Sun Life District office Gain knowledge of Sun Life products, tools, processes and practical skills working directly with Sun Life Clients Obtain dual lic