Financial advisor jobs in Sunderland - Page 2Crear alertas

You'll operate as a trusted advisor to senior stakeholders, influencing decision-making, embedding robust insurance frameworks, and ensuring that risk, governance and value for money are balanced across operational services.

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

A leading recruitment firm is seeking an experienced Insurance Specialist (Interim) to lead insurance strategy in a complex organization.This high-impact role involves working closely with insurers, brokers, and internal teams to ensure effective insurance coverage that supports business performance

A leading insurance and financial services company in the United Kingdom seeks a Financial Advisor to provide expert advice in life insurance, pensions, investments, and wealth management. The ideal candidate will be fully qualified and experienced in delivering regulated financial advice face-to-fa

They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. The Managing Director requires 3 x Junior Financial Adviser in their City of London office who will work amongst a team of 15+ other advisers of varying abilities and levels

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

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 could be the opportunity for you!. Get

An established Financial Planning practice is looking for a Financial Advisor with an impressive track record to join their team to provide first‑class financial advice to a client base focused around the Kent patch. Are you an experienced Financial Advisor (restricted or whole of the market both

As a Repairs Manager, you'll be responsible for the financial performance and customer satisfaction in housing repair services.

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

A reputable accountancy firm in the UK is seeking a Private Tax Senior to manage tax services for Financial Services clients.

This role is provided by Ferguson Dean.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Wirral based owner managed business.Independent and private client focused.Portfolio reviews with existing clients.Working with the business owner to transiti

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

A financial advisory training program is seeking motivated individuals for its comprehensive training programme to become qualified financial advisers. Apply now to start a fulfilling career as a financial adviser.

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

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. Fully qualified Financial Adviser (Level 4 Diploma minimum). Experience delivering independent financial advice in a r

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial liv

A leading financial advisory firm in Chester-le-Street seeks a Mortgage Advisor to join a supportive team within The Openwork Partnership. Ideal candidates will hold a CeMAP or CII certification and have experience in related financial products.

Sellick Partnership Ltd are currently recruiting for a Neighbourhood Officer to join one of our Surrey based clients on a full time permanent basis.Location: East Horsley, Surrey.Salary: £35,249 + £3,715 car allowance.Daily Duties Of The Neighbourhood Officer.Ensuring residents understand and comp

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. Senior Financia

This employed, Chartered Financial Advisor job in Maidstone is available within a local, independently owned financial planning firm, who are looking to organically grow their team. In your role as a Chartered Financial Advisor, you will be provided with clients with support to assist you in growing

Financial Adviser / Wealth Manager, Oxfordshire / London. This is 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, fin

Candidates should possess a minimum of 10 years in financial services and strong consultative sales abilities, alongside the capacity to convey complex ideas simply. A leading financial solutions provider is seeking an Equity Market Specialist in London.

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 financial services provider in East Sussex is seeking experienced financial advisers to manage and grow client portfolios. The successful candidates will have a minimum of 12 months experience, along with a Level 4 Diploma in UK Financial Advice. You will prepare financial plans, advise clients on

A leading financial consultancy firm in Greater London is seeking a Senior Associate to help clients evaluate performance and strategy.

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

This range is provided by Quilter Financial Planning. Direct message the job poster from Quilter Financial Planning. A respected Quilter partner firm in Southwest London is looking for a newly qualified Financial Adviser to join their growing team.

They are looking for an experienced Financial Planner with a proven track record of working with clients in the medical sector. They are looking for a driven individual with a proven track record of managing HNW clients and handling complex financial cases. Proven experience in delivering regulated

A global financial institution in the United Kingdom is seeking a Financial Solutions Advisor Stage I. Training and support are provided to ensure your success and career growth in the financial services industry. This role involves obtaining necessary securities licenses and providing clients with

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.

You’ll be responsible for delivering holistic financial planning advice to a portfolio of around 70 existing clients, with further client growth expected over time. Holds the Level 4 Diploma in Financial Planning (working towards Chartered preferred).

Display extensive knowledge of financial planning topics, providing written and verbal advice to clients, prospects, and colleagues. Deliver face-to-face elements of workplace structured financial education projects. Collaborate with the wider WTW business to promote and expand workplace financial g

An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role. This is a superb Financial Advisor opportunity based in the London area with back office support, top level salary, superb bonus and overall earning potential plus flexible working. A highly

A local financial planning firm in Maidstone is looking for a qualified Chartered Financial Advisor. This role emphasizes strong client relationships and holistic financial planning without strict sales targets.

A financial advisory firm in London seeks a motivated Financial Adviser to join their Private Wealth Advisory team. The successful candidate will provide holistic financial advice to high-net-worth clients, manage and grow existing relationships, and develop financial plans. A Level 4 Diploma in Reg

A financial advisory firm in the UK is seeking a Protection Advisor to provide tailored financial advice on protection products.

Financial Advisor – London HNW / UHNW Wealth Manager – Existing Client Portfolio. A leading London Wealth Manager who provides expert bespoke advice to HNW clients located both in the UK and overseas are looking to expand their team with the recruitment of a Wealth Manager / Financial Advisor to

Minimum 3 years' experience in financial advisory or wealth planning. Employed Financial Adviser (Clients Provided). Private Wealth Advisory team in a fully employed capacity.

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

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

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

A recruitment agency is seeking a Neighbourhood Officer for a client in Surrey.The role involves ensuring compliance with tenancy conditions, managing cases related to housing issues, and leading community engagement activities.The ideal candidate will have public sector experience, particularly in

A leading global advisory firm is seeking a Senior Financial Advisor to join its Financial Planning Group.

A leading Independent Financial Advisory firm based in Essex is seeking an experienced Financial Adviser to deliver high-quality advice to clients. Successful candidates will need to be fully qualified and have experience in providing financial advice. This position offers hybrid working, a strong e

A financial advisory firm is seeking a Protection Advisor to provide expert advice on various protection products. This position offers opportunities for significant financial rewards and career development in the financial services sector.

Pia Financial Services is part of The Openwork Partnership, one of the UK’s largest and longest established financial advice networks. Offering advice on almost every aspect of a client’s financial needs: from Protection and Insurance, to Mortgages and full Financial Planning. The benefits for a

A global insurance firm in Greater London seeks a Financial Crime Officer to support oversight of financial crime matters across the group. The role includes providing advisory support, undertaking sanctions screening, and delivering compliance training. Ideal candidates will possess proven financia