You should also be proactive and look to self-generate business where possible. The most effective Financial Advisors write a business plan to help structure their business development.
You must hold your DipFA qualification or equivalent - Ideally, you should be a current Financial Advisor.
Chief Financial OfficerRecruiting across the West Country; including areas of Bath, Swindon, Salisbury & dorchester!What’s the opportunity?If you’re a top quality Chief Financial Officer / Finance Director who’s frustrated and fed up with the confines of a normal corporate life and you’re looking for something different, or you’re an independent CFO who’s already made the break from corporate...
Job Description Are you ready to make a real impact in people's lives? Seeking a talented Mortgage Advisor. As a Mortgage Advisor, you will play a pivotal role in guiding first-time buyers through the exciting journey of homeownership. This is a permanent position where you'll have the opportunity to provide tailored mortgage advice and ensure a smooth and stress-free mortgage application...
You will build rapport with clients and provide a consultative service to ensure each person receives the right product. The company offers training, development, and qualifications to help you protect families daily.
You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)
Job description We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should be within a commutable distance of Bath. With a well-established presence...
Customer Accounts Advisor £13,756.50 per annum + benefits | Bath | Hybrid 3 days per week Permanent | 18.5 hours per week Your Goals. Our Guidance. Together, we find clear solutions. Providing an effective first point of contact for customers who wish to discuss their rent account, arrears owed to us helping customers to sustain a successful tenancy. Providing administrative and practical...
Your newpany A well-established organisation providing supportmitted to delivering excellent customer service. Work pattern On site, Monday to Friday, 35hrs a week. Your new role Act as the first point of contact for queries via telephone, email, letter, or in person.Handle enquiries from clients and stakeholders.Ensure timely responses and resolve issues or escalate to management when...
Attention Travellers, Your Search for the Perfect Job Ends Here! Soon, you'll land a role where youre encouraged to share your passion for travel and open up the world for our customers. The atmosphere is warm, welcoming, and rewards the bold and brave. Leave your ego at the door and bring along your drive, determination, and resilience. You might hit some bumps along the way, but you'll have the...
Are you an accomplished operations and strategy leader with a passion for coaching executives and driving organizational excellence? Our client, a dynamic and rapidly growing organization- is seeking a COO & Strategy Coach to work closely with CEOs, founders, and senior executives. In this unique role, you’ll help leaders sharpen their strategic vision, enhance operational performance, and...
Job Description Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: - Suitability Reports:Prepare detailed, accurate, and compliant suitability...
Interim M&A Advisor – Facilities Management Contract: 3–6 months Location: UK (flexible / remote) Start: Immediate We are seeking an experienced M&A Advisor to support a live transaction in the Facilities Management sector. This is a hands-on interim role, suited to a senior advisor with strong deal execution experience and the ability to operate at pace. Key Responsibilities - Act as lead...
About Revolut People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 65+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are...
You will leverage your extensive experience in the specialty tyre industry to build and maintain strong relationships with customers, develop sales forecasts, and collaborate closely with our team in China HQ to meet customer demands and drive product innovation. Key Responsibilities:
Want to take your sales career to the next level? Look no further than memoryBlue, the fastest-growing sales development company in B2B tech. Who are we? Since 2002, memoryBlue has been a top sales development consulting firm that specializes in helping B2B high-tech companies like - Cloudera, Couchbase, Splunk, Symantec, McAfee, Box - grow revenue by providing top-tier SDR talent, proven...
At Reltio®, we believe data should fuel business success. Reltio’s AI-powered data unification and management capabilities—encompassing entity resolution, multi-domain master data management (MDM), and data products—transform siloed data from disparate sources into unified, trusted, and interoperable data. The Reltio Data Cloud™ delivers interoperable data where and when it's needed, empowering...
Are you a sales for IT-engineering staffing and software-development with an entrepreneurial mindset? Apply your skills and expertise at Intellias – a top IT employer and leading service provider. Join in and grow within the worldwide IT community. Intellias is a global–based, European-founded software development company and engineering locations in Portugal, Colombia, India, Spain, Croatia,...
About Revolut People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 65+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are...
You should also be proactive and look to self-generate business where possible. The most effective Mortgage Advisors write a business plan to help structure their business development.
You must hold your CeMAP qualification - Ideally, you should be a current Mortgage Advisor.
About Revolut People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 65+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are...