Financial Investment Advisor Jobs in Leicester
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Search results - Financial Investment Advisor Jobs in Leicester
Narwal Wealth Management-Leicester
Job Description
Narwal Wealth Management:
Job Title: Adviser
Location: Leicester
Minimum Requirements: Level 4 Diploma in Regulated Financial Planning or equivalent diploma.
Earnings: Employed opportunity with a bank of clients provided...
Leicester
with existing clients, ensuring high levels of customer satisfaction and retention.
Assist in the recruitment and training of new financial advisers.
Analyse market trends, competitor activities, and client needs to inform product development and marketing...
cv-library.co.uk -
Burgh Recruitment-Leicester
with colleagues, third parties and can work with total discretion.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net...
Leicester
Discuss and establish client objectives with the Adviser.
Confirm client’s risk profile.
Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client’s needs.
Prepare information/comparisons...
cv-library.co.uk -
Service Care Solutions Ltd-Leicester
spending plans.
Cash Flow & Forecasting
Develop cash flow and longer-term balance sheet forecasts to ensure liquidity and financial stability.
Investment & Borrowing
Appraise and recommend investment and borrowing options, optimizing costs...
careers4a.com -
Leicester
with customers' issues and queries.
• Solid administration experience, across all the Microsoft packages.
• Experience in supporting financial advisers or working within professional services, processing pension and investment work including preparing...
cv-library.co.uk -
Card Factory-Leicester
This strategy sees significant investment into our colleagues across the business creating multiple opportunities to join a fast-paced environment and be part of our exciting journey.
In return, we offer a wide range of benefits to support your physical...
dwp.gov.uk -
Leicester
enjoys working within a support team. In this Administrator position, you will be supporting their team of Financial Advisors who provide investment and pension advice to clients. As their Administrator, your duties will include:
• Liaising...
cv-library.co.uk -
Page Personnel-Leicester
About Our Client
As a leading lending business specialising in providing essential financial services to customers when they need it most.
This company operates and is committed to ensuring fair and transparent practices across all interactions...
pagepersonnel.co.uk -
Lombard Odier-England
and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
“Rethink...
jmmst.com -
Leicester
Compliance Manager for a medium sized, friendly Independent Financial Services company based Leicestershire. The role will involve Training and Competence support for a number of Independent Financial Advisers (IFAs) and preparing KPI results to discuss...
cv-library.co.uk -
Premier Jobs UK-England
Full and comprehensive back office support
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all...
Cardinal Recruitment-England
be a huge benefit but not a requirement. This company is able to offer competitive life assurance policies along with a full range of savings and investment plans.
In return the Financial Adviser will be provided with award winning training, fully expensed...
HighPoint-England
financial advisors and building relationships with clients and providing an excellent customer experience.
Financial Services Administrator Benefits and Package:
• 09:00 – 17:00 (Monday to Friday)
• Free On Site Parking
• 20 Days Annual Leave
• 5 days a week...
Quilter Financial Planning-England
Job Description
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...
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