Senior Financial Adviser jobs in Woking

Tired of bringing in massive commissions for big companies while seeing minimal reward? We're the UK's fastest-growing medical protection specialists, and we want one exceptional adviser to join our tight-knit team as we scale rapidly. The Opportunity: - The Niche: High-earning doctors (3x conversion rates, 40% higher case values) - The Leads: Warm, qualified prospects provided + bonus splits...

Job Description Senior Financial Planning Administrator Location: Chobham, office-based We’re working with a Financial Planning firm based in Surrey, who are looking to appoint a Senior Financial Planning Administrator to oversee their growing administration team of 4 people. This is a fantastic opportunity for someone with experience in financial planning administration who is ready to take...

Senior Recruitment Consultant - Wealth Management & Investment Banking (Buy-Side Focus) - London Permanent People is working with a boutique recruitment firm in London that’s looking for an ambitious Senior/Principal Recruitment Consultant to drive growth and deliver exceptional results in this specialist space. Why This Role? - High-Impact Market: Partner with prestigious investment houses,...

Straive is a global leader in enterprise-grade data analytics and AI solutions, committed to empowering businesses across various industries with cutting-edge technology and expert insights. Backed by EQT, a top private equity firm, we are uniquely positioned to drive innovation through significant investments and an entrepreneurial spirit. Our core focus is on delivering advanced Data Analytics...

Position: Senior Network & Security Specialist Salary: 80k GBP base Industry: Global Insurer Hybrid: 1 day per week in the office Location: Guildford, Surrey If you're a seasoned IT Infrastructure Engineer with extensive Network Security experience, this role is for you. Our client are one of the largest financial services companies in the world, so having previous enterprise-wide...

🌟 Life Insurance Adviser (Consultative – High-Net-Worth Clients) This is a rare opportunity to join one of the UK’s most respected names in Financial Services - a firm with nearly three decades of success providing thoughtful, high-quality advice to high-net-worth clients. You’ll be part of a business that believes in professionalism over pressure, depth over volume, and lasting relationships...

You will be a key part of a busy insurance and mortgage broker’s office, supporting clients with professional advice, building strong client relationships and ensuring that our clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: Insurance

You will be joining a growing company that is eager to find an individual that has previous experience within a wealth management firm. Furthermore, this role will be fully office based however with some potential for hybrid working, and you must be a car driver to commute to their location.

You will be supporting the advisers with daily tasks to ensure a smooth client servicing process.

You will be joining a well-established, well-respected group based close to Woking, Surrey as a Financial Accountant for an initial 6-month contract as part of a growing finance team. Your new roleTo provide accounting, management, internal control and audit support to the Financial Controller.

You will play a pivotal role in supporting the Advisers, ensuring a seamless client service experience and the efficient running of our administration function. This is an ideal role for someone with 2–3 years’ experience, who is looking to step up into a management and leadership role, overseeing a small team while continuing to develop professionally.

You will need Level 4, CAS or equivalent experience and the ability to generate at least £60 k gross or the clear plan to reach it.

Chief Financial Officer - United Kingdom (Hybrid / Remote flexibility) Salary: £120,000 + Equity Reports to: Chief Executive Officer Industry – Technology for a Healthier Planet My client, is a farm intelligence company who arm farmers with unstoppable intelligence to shape a healthier planet, are looking for a Chief Financial Officer (CFO) to join their Leadership team. The are redefining...

An opportunity to join a highly innovative PE backed SAAS business, operating as a forerunner in their lucrative market sector. A recent carve out, the company is well-established in it's niche and about to embark on the next phase of its growth journey. The recently appointed Head of FP&A now wishes to strengthen the team with the addition of a quality FP&A professional (part or fully...

Are you a connector with deep industry knowledge and a passion for building strategic alliances within FSI? Join Intellias – a trusted technology partner enabling leading financial institutions and insurers to accelerate their digital transformation. Intellias is known as an employer of choice, scoring at the very top of relevant league tables in terms of employee’s satisfaction in our region....

You will work closely with a Chartered Financial Adviser, supporting a wide range of HNW and technically complex financial planning cases. This role requires a proven background in Paraplanning within an IFA or Wealth Manageme...

Job Description Looking for a proficient Corporate Tax Senior who can efficiently manage corporate tax matters and provide expert assistance to clients. The perfect candidate should be skilled at analysing complex tax issues and delivering high-quality tax advisory services. Client Details Our client is a well-established, top 25 accountancy firm with a foot print across the...

Job Description Our client is looking for a highly organised and proactive Senior Administrator to join their busy wealth management team. This is an exciting opportunity to provide high-level administrative and operational support, ensuring the smooth running of day-to-day processes while maintaining the highest standards of client service and compliance. A fully office-based role Salary £30...

Job Description Paraplanner – Woking Hybrid working Salary: Up to £55,000 This opportunity is ideal for experienced Paraplanners who have achieved (or are very close to achieving) the Level 6 Advanced Diploma in Financial Planning, and who enjoy being deeply involved in complex, high-quality financial planning work. If you’re looking for a role where your technical expertise is genuinely...

You will be working with high-profile and high-net-worth clients, helping the business offer bespoke financial advice. Progression is available should you have ambitions to be a future team leader/manager, or ambitions to move into Paraplanning or Advising once embedded into the role.

You will be responsible for providing expert advice, building strong client relationships, and ensuring that your clients have the coverage they need to protect themselves and loved ones. Key Responsibilities: - Client Consultations: Conduct thorough consultations with clients to understand their financial goals, risk tolerance, and insurance needs.