Financial Advisor Jobs   Found 14 Jobs, Page 1 of 1 Pages Sort by:

Protection Advisor

An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base. As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances. This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits. You will be responsible ....Read more...

Independent Financial Adviser

An opportunity has arisen for an Independent Financial Adviser to join is a respected and long-established financial services firm based in Cambridgeshire, offering bespoke wealth management and planning services to a wide range of clients. As a Financial Adviser, you will be delivering tailored financial advice and developing lasting client relationships. This full-time role offers starting salary of £45,000 and benefits. You will be responsible for: ? Managing and growing a portf ....Read more...

Protection Advisor

An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base. As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances. This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits. You will be responsible ....Read more...

Independent Financial Adviser

An opportunity has arisen for an Independent Financial Adviser to join is a respected and long-established financial services firm based in Cambridgeshire, offering bespoke wealth management and planning services to a wide range of clients. As a Financial Adviser, you will be delivering tailored financial advice and developing lasting client relationships. This full-time role offers starting salary of £45,000 and benefits. You will be responsible for: * Managing and growing a po ....Read more...

Financial Adviser Apprenticeship

What you’ll do: Support senior advisors in providing holistic financial planning for clients Assist with research, analysis, and preparation of client reports Learn to build and maintain long-term client relationships Attend client meetings (with support) and assist with follow-up actions Develop your knowledge of pensions, investments, tax planning, protection, and mortgages Ensure all work meets FCA regulatory requirements and Consumer Duty standards Training:Paraplanner and Fin ....Read more...

Insurance Broker Apprenticeship (NFU Mutual Scarborough)

Generic Tasks Under general supervision and within limits of authority and product licences, support Agent / Senior Agent in respect of Agency Sales. Contribute towards the strategic growth of the Agency and demonstrate high levels of Customer Service support, maximising potential customer retention and delivering customer satisfaction. Review and advise upon customer General Insurance requirements Handle incoming sales enquiries via telephone and email - provide quotations and close sales H ....Read more...

Business Admin Apprentice

As a Business Admin Apprentice, you will work closely with the team to support daily operations. Your main duties will include: Handling inbound enquiries via phone, email, and web chat. Checking initial eligibility for various debt solutions Inputting and managing client information on internal systems. Following up with potential leads and gathering required documentation Supporting the admin and advisor teams with general office tasks. Delivering excellent customer service and maintai ....Read more...

Apprentice Accountant

Assisting in the processing of client’s financial records for tax purposes. The role will include: · Day to day dealings with our client base · Bookkeeping · Preparation of small business accounts · Assisting in the preparation of larger business accounts · Working towards XERO Advisor certification · Exposure to VAT ReturnsTraining:Off the job training will be provided by Oldham College one day a week.  Working towards a Level 2 Accou ....Read more...

ES Team Support Apprentice

Inputting information onto Beckett systems Generate quotes from various providers online platforms and request offline quotations Undertake scanning and ensure information is saved in the right place Prepare meeting packs for consultants, with supervision, including governance meetings Produce accurate records and documents including emails, letters and files Complete post meeting housekeeping – including actions and updating systems where directed Liaise with the team regarding re ....Read more...

Apprentice Customer Service Parts Advisor

We are looking for a driven individual to join our Customer Service team to assist in delivering an outstanding customer experience as first point of contact. As a customer service parts advisor, you will deliver exceptional customer service, maximise sales opportunities and gain excellent product knowledge. Duties: Promote good customer relations. Identify accurately customer requirements. Locate, issue and document the sale of parts to customers and workshops, inspecting for quality prio ....Read more...

Probate Fee Earner

We are working with a friendly local firm who are looking to bring in an additional Probate Fee Earner to their Private Client team. The Role You will take a leading role in the administration of estates, including high value and complex matters, and serve as a trusted advisor to clients navigating the probate process. Managing your own caseload, you will be liaising with executors, beneficiaries, HMRC, and other professional parties. Key Responsibilities Manage a full and var ....Read more...

Banking Senior Associate

As an Associate or Senior Associate, you will play a key role in the Banking Team working closely with partners and clients on a wide range of transactions, including secured and unsecured lending, acquisitions, project finance, and real estate finance. The Client Our client is a globally recognised full-service law firm, well known for its exceptional client service and commitment to delivering high-quality legal work across a wide range of industries. With an outstanding reputation both nati ....Read more...

Technical Sales Advisor – Domestic

Technical Sales Advisor Location: Totnes Mego Employment is delighted to represent a respected local company known for its outstanding customer service, meticulous attention to detail, and bespoke design solutions. We are currently seeking a confident, ambitious, and proactive Technical Sales Advisor to guide clients smoothly and efficiently through the sales pipeline—from initial enquiry to the successful completion of solar PV and battery storage installations. This role involves bot ....Read more...

Apprentice Customer Service Advisor

Main duties the apprentice will learn: Deliver a high-quality service to all visitors at the Student Living Hub Respond promptly and effectively to customer enquiries across all channels (in-person, email, telephone, and social media) concerning a full range of accommodation issues Advise students on appropriate housing options, including University, Partner, and private sector accommodation Provide updates to the wider team on Key Performance Indicators (KPIs) and trends related to custom ....Read more...

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