Financial advisor jobs in Sunderland - Page 17Create job alerts

Training Financial Advisor (Progression to CAS). Are you looking to start a career in financial advice and wealth management, with the ambition to become a fully qualified Financial Adviser through structured training and support?. In this role, you will support Financial Advisers with client review

Threshold Mortgage Advice have been offering professional financial and mortgage advice since 2004 and during this time have been one of the mortgage adviser firms recommended by some of the leading UK House builders and Housing Associations as well as winning numerous awards. Threshold Mortgage Adv

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 who are looking to develop and grow. If you are an experienced Financial Advisor seeking a more supported role then this

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

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. If you are an experienced Fi

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

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the Bournemouth or Dorset area to join their team. Prepare sound financial plans to ensure clients meet their targets. Advise clients on current financial issues and make re

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.

They are looking to expand their team and ideally seeking a Mortgage Advisor who wants to progress into wealth advice or a Financial Advisor who is happy doing some mortgagesYou will receive a good number of mortgage leads, plus pension and investment leads. Our client is a local financial planning

A local financial planning firm in the UK is seeking a Chartered Financial Advisor to join their team in Maidstone or Folkestone.

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 mortgage brokerage in London seeks experienced advisers and high-performing sales professionals to join their team.The role offers a commission-based structure with access to warm leads and full training.Ideal candidates are commission-focused, ambitious, and must have mortgage qualificati

A leading financial services firm in London is seeking a Junior Financial Advisor to provide financial advice and build lasting client relationships.

A financial advisory firm based in Kent is seeking an experienced Financial Advisor to join their established team, focusing on providing high-quality financial advice to a portfolio of HNW clients.

A wealth management practice in the UK is seeking both experienced and trainee financial advisors to join their team. Ideal candidates will have a Level 4 Diploma and at least 3-5 years of experience in financial services. You will work closely with clients to provide tailored financial advice while

A leading financial planning firm in Bristol is seeking an experienced Financial Advisor to inherit a book of clients and enjoy flexible working options. This is a full-time position focused on financial planning and project management.

A leading financial services firm in the United Kingdom is seeking a Financial Advisor to join its team in Newcastle upon Tyne. This role involves operating as a Personal Financial Adviser after completing an accredited training program.

A leading financial services firm in the UK is seeking a Mortgage Advisor for a fully remote position.

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.

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short

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

Partner at Financial Divisions - Peter@financialdivisions. Financial Adviser - REMOTE ROLE. A key client of mine who I have placed 5 staff with in the past are looking for a Financial Adviser who can manage a portion of their longstanding existing book of business.

Provide tailored advice and solutions in all areas of financial planning including day-to-day banking, investments, lending and estate planning. You can demonstrate 1 – 3 years experience** in providing financial advice to clients and establishing relationships while achieving performance targets.

One of our Strategic Partner firms at Quilter Financial Planning are currently looking for financial advisers who are based in the Bournemouth or Dorset area to join their team. Prepare sound financial plans to ensure clients meet their targets. Advise clients on current financial issues and make re

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.

Our client, a thriving independent Financial Services brokerage, is literally busting at the seams with mortgage leads and needs a strong and competent mortgage advisor to join their team! Due to very successful affiliate partnerships, they have grown significantly and their lead source needs an ext

A leading wealth management firm in London is seeking a Financial Advisor to manage an existing portfolio of HNW clients. The role requires providing expert financial advice and maintaining long-term client relationships. Candidates must hold at least a Level 4 Diploma in Financial Advice.

A reputable financial services firm seeks a CAS Certified Independent Financial Adviser in Derby. The role involves providing comprehensive financial advice across pensions and investments while implementing a growth strategy in a new region.

A leading financial services firm in London seeks temporary compliance support to assist with compliance and financial crime advice.

Mansion House Financial Planning is a highly regarded and ambitious wealth management practice that is expanding its advisory team. With increasing demand from affluent clients seeking high‑quality advice, this role offers an aspiring adviser the opportunity to work with a HNW client bank and buil

Financial Adviser / Wealth Manager, Oxfordshire / London. This is a fantastic opportunity for a high-achieving wealth manager or financial adviser to join a fast growing, owner managed wealth management and private office firm located in Oxfordshire and London. This will include investment advice, f

We’re on the lookout for an experienced Financial Planner to join their expanding team based in Yorkshire. A seasoned Financial Planner with a strong track record of managing HNW and UHNW clients. Proven success in handling complex financial planning cases.

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

Home Group Financial provides Financial Advice Services covering Wealth Management, including Pensions, Investments, Retirement Planning, Mortgages, and Protection. Home Group Financial is part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice netwo

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

Take ownership of financial performance and budget control.

We have a fantastic new job opportunity for a Self-Employed Mortgage Advisor / Life & Protection Financial Adviser to join a growing advisory business offering independence alongside a strong, national lead source. The Self-Employed Mortgage Advisor / Life & Protection Financial Adviser role is idea

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!. This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clien

Wealnest Marketplace, an international network of specialized advisors. We are looking for advisors and specialized firms who want to be part of an. Wealnest acts as a meeting point between users with real advisory needs and professionals who bring value to wealth-related decision-making.

Use modern financial planning tools — including AI-powered insights — to support decision-making. Prepare and present tailored financial plans and reports. Support clients in understanding complex financial products in simple, human language.

A financial services firm is seeking experienced financial advisers based in the Bournemouth or Dorset area. Candidates must have a Level 4 Diploma in UK Financial Advice and at least 12 months of advising experience.

A major financial institution in the United Kingdom is seeking a dedicated professional to engage clients and provide tailored financial advice. Candidates should have 1–3 years of experience in financial advising, hold necessary certifications, and demonstrate strong relationship-building skills.

As a Financial Advisor, you will work closely with clients to understand their financial goals, develop strategic plans, and provide ongoing advice across a range of financial products and services. Experience: Minimum 3-5 years' experience as a financial advisor within the UK financial services sec

A financial training organization in the UK seeks individuals ready for a career change into financial advising. They offer a structured training programme to achieve a Level 4 Diploma in Regulated Financial Planning and provide business support for successful candidates.

Financial Advisory Network Advisor. Track record of applying the Code of Practice in financial reporting in a local government environment. Ability to communicate financial concepts to a non‑finance audience including elected members and budget holders.

The business is looking for Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role. This is an award-winning national Financial Planning and Wealth Management Business looking to grow their Diploma Qualified

A leading accountancy and advisory firm in London is seeking an Assistant Manager for their Financial Services Advisory team. The role involves working on internal audit assignments and regulatory advisory engagements while developing strong client relationships. Candidates should have demonstrable

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. Founded in 2000, Cooper & Parks Financial Services are a reputable firm of highly qualified advisers specialising in Mortgages, Pr