Financial advisor jobs in Sunderland - Page 20Create job alerts

Threshold Financial Services Ltd are on the look out for a new Mortgage adviser to join there expanding New Build team. 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 s

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. Financial Advisor to work on

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

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

You will play a vital role in helping clients make informed financial decisions through professional expertise, technical analysis and ongoing support so that financial goals are achieved with confidence. Meet new and existing clients face-to-face and over the phone/video, conducting meetings and pr

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. As a business we operate a s

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

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

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.

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

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

As an organisation that works with Financial Advisory companies throughout England, we are always looking for the ideal candidate who will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and

Join Access Financial Services as a Protection Advisor and become an integral part of a team dedicated to offering exceptional financial advice. As a Protection Advisor you will collaborate with experienced professionals access cutting‑edge resources and contribute to our mission of delivering fin

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

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

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

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

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

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 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

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

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

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 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.

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 highly regarded Financial Planning / Accountancy practice in London are looking to add strong experience to their existing high performing team of advisors. An experienced, Chartered Financial Advisor (or close to) that can demonstrate long term success in the role. This is a superb Financial Advi

It’s an asset if you’ve completed CSI/ICB Investment and Taxation Fundamentals Course - Quebec (0774) and CSI/ICB Legal & Ethical Aspects of Financial Planning Course (0790). Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matt

A leading national firm in the financial sector seeks a home-based Financial Advisor, offering flexibility and excellent earning potential.

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

A financial services firm in Greater London seeks a Chartered Financial Advisor to join their successful team.

A leading financial advisory firm in the UK is seeking a motivated Financial Advisor to provide strategic financial advice and build a successful business. With a strong focus on support and training, this position is perfect for those looking to kick start their career in financial advising.

Minimum 3 years' experience in financial advisory or wealth planning. Private Wealth Advisory team in a fully employed capacity. With full back-office support-including paraplanning, administration, and marketing-you'll focus solely on delivering first-class financial advice and cultivating long-ter

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

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

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

An excellent opportunity has arisen for hierv experienced Financial Advisor to join a well-established and growing firm in Silsden. You will provide holistic financial advice to an established client base across Yorkshire, covering:.

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 growing financial services firm in Silsden is seeking an experienced Financial Advisor to join their team. In this role, you will manage an existing client bank, providing holistic financial advice across investments, pensions, and tax planning.

A financial institution in Greater London is seeking a financial crime advisor. In this role, you will support the development of the Financial Crime Compliance monitoring plan, conduct assurance for operations, and provide expert guidance on financial crime prevention policies.

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

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

A leading financial services firm in the Greater London area seeks a Senior Financial Advisor to deliver tailored financial guidance and advice, particularly in retirement planning. Join a team committed to client satisfaction and personal growth for both advisors and clients.

Specializing in personal and business financial protection as well as general insurance, Kalon Financial is dedicated to enriching lives and futures by prioritizing clients' financial wellbeing. An Insurance Advisor at Kalon Financial will provide expert financial protection advice to clients, inclu

Our guidance and advice services focus on retirement planning, requiring a extensive understanding of the UK pensions landscape, investment, and broader financial planning knowledge. This is a great opportunity for someone with solid experience in the UK financial advice market to grow their career.

A client-focused financial firm in Greater London is seeking a Financial Advisor to deliver holistic financial advice to clients. The ideal candidate has over 3 years of experience in financial advisory, holds or is working towards a Level 4 Diploma, and excels in interpersonal communication. You'll

A leading financial services firm is seeking an experienced Financial Advisor in the United Kingdom. Candidates should have a strong background in financial planning, excellent communication skills, and a diploma in Financial Advice. This role offers a support system for generating leads and complet