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Financial Adviser
4 days ago
Jigsaw Recruitment Preston, United Kingdom**Financial Adviser: Home based position covering Preston£45,000 to £85,000 with excellent benefits that include a company car** · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additiona ...
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Trainee Financial Adviser
1 day ago
Recruit UK Manchester, United Kingdom**Job Title**:Trainee Financial Adviser · **Industry**:Financial Services · **Location**:Manchester · **Salary**:£40,000 · **Job ref**:8908 · **Job Description: Trainee Financial Adviser** · Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Man ...
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Trainee/Financial Adviser
1 week ago
Artemis Recruitment Consultants Ltd Preston, Lancashire, United KingdomType of Position: Trainee Financial Adviser - Preston · Trainee Financial Adviser - Preston · Our client is looking to welcome a Trainee Financial Adviser into their team in Preston, to advise clients as appropriate to their circumstances and objectives. · Making sure portfoli ...
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Trainee Careers Adviser
1 week ago
Career North Ltd Preston, United Kingdom**About us** · Career North Ltd is a small business in Merseyside who for over 10 years has been providing young people with the highest quality Careers advice and guidance to support them to make the right decisions for their future. · Our work environment includes: · - Term tim ...
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Financial Sales Adviser
4 days ago
Jigsaw Recruitment Preston, United Kingdom**Financial Sales Adviser - Covering Preston: £25,000 to £45,000: Company Car, Laptop, Mobile and excellent benefits package** · Jigsaw Recruitment are recruiting self motivated and target individuals to join our clients growing sales team, this position would be covering Preston ...
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Financial Adviser
4 hours ago
Recruit UK Chorley, United Kingdom**Job Title: Financial Adviser** · **Industry: Financial Services** · **Location: Chorley** · **Salary: £45,000 - £65,000** · **Job Ref: 7292** · **Job Description: Financial Adviser** · Recruit UK are working on an excellent opportunity for a Financial Adviser in Chorley to join ...
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Financial Adviser
1 week ago
Recruit UK Chorley, United Kingdom**Job Title: Financial Adviser** · **Industry: Financial Services** · **Location: Chorley** · **Salary: £45,000 - £65,000** · **Job Ref: 7292** · **Job Description: Financial Adviser** · Recruit UK are working on an excellent opportunity for a Financial Adviser in Chorley to join ...
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Senior Independent Financial Adviser
1 week ago
Exchange Street Claims & Financial Services Preston, United Kingdom**Just because you're happy doesn't mean you can't be happier.** · Most people who read job adverts are not desperate for a new job. People like you for example. You're happy enough. Well thought of. Well looked after. · And what's the harm in that? · **This is a business where 8 ...
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Financial Adviser
4 days ago
Jigsaw Recruitment Blackburn, United Kingdom**Financial Adviser: Home based position covering Blackburn£45,000 to £85,000 with excellent benefits that include a company car** · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to recruit additio ...
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Financial Adviser
2 days ago
Templegate Blackburn, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Employed Financial Advisor · **Location**: Blackburn · **Salary**: £35,000 ~ £42,000 (depending on experience and qualifications) · **Benefits**: · 28 days' holiday per annum + bank holiday ...
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Financial Adviser
1 week ago
Independent Resourcing Consultancy Blackburn, United Kingdom**Financial Adviser**: · - Job Reference: · - Date Posted: 23 November 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Blackburn, Lancashire · - Remote Working: Some remote working possible · - Salary: On Application · - Bonus/Benefits: Salary: Depending on ...
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Financial Adviser
4 hours ago
GCB Recruitment Manchester, United KingdomOur clients, a well-respected Financial Planning firm in Manchester are currently looking for an experienced Financial Adviser to join their ever-growing team due to the levels of business they have come through from their clients. · **Working hours for the successful Financial A ...
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Financial Adviser
1 day ago
Recruit UK Manchester, United Kingdom**Job Title**:Independent Financial Adviser · **Industry**:Financial Services · **Location**:Manchester · **Salary**:Up to £60,000 · **Job ref**:7718 · **Job Description: Financial Adviser** · Recruit UK are working on an excellent opportunity for an Independent Financial Adviser ...
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Financial Adviser
6 days ago
Goldstone Laine Limited Southport, United KingdomPosition available for a Financial Adviser to join an excellent Financial Services company, to service and grow an existing client book. Based from their office in the Southport area. · This is an opportunity for an adviser who is professional, articulate and holds Level 4 Diplom ...
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Financial Adviser
1 day ago
Jigsaw Recruitment Liverpool, United KingdomJob Reference: · - Date Posted: 19 April 2023 · - Recruiter: Jigsaw Recruitment · - Location: Liverpool · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Liverpool and the surrounding ...
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Financial Adviser
4 hours ago
Jigsaw Recruitment Liverpool, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Liverpool · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Liverpool and the surrounding a ...
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Financial Adviser
1 week ago
Foresters Financial Liverpool, United KingdomWe have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you s ...
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Financial Adviser
4 hours ago
Ortus PSR Manchester, United Kingdom**You will be out on the road with the head office in Birmingham (this is not an office-based role)** · **Remunerations: Basic salary: £50,000 - £80,000 + Bonus is activated at 2.5 · - validation** · You will be responsible for providing advice to staff working for the NHS. The r ...
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Financial Adviser
1 week ago
Integrity Resource Solutions Warrington, United Kingdom**Financial Adviser** · **Contract**: Permanent · **Hours**:Full Time · **Salary**:£24,000 · **Average earnings**: In the first year £37,000 rising to £43,000 in year two* · My client is a financial services provider offering savings, investment, and protection products which hel ...
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Financial Adviser
1 day ago
Puleston Wealth Management Warrington, United KingdomJob Overview: · We are seeking a skilled Financial Advisor on a Self-Employed basis to join our team. · As a Financial Advisor, you will be responsible for providing financial planning and advisory services to clients. This is an excellent opportunity for someone with a strong ba ...
Trainee/Financial Adviser - Preston, Lancashire, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Type of Position:
Trainee Financial Adviser - Cumbria
Trainee Financial Adviser - Cumbria
Our client is looking to welcome a Trainee Financial Adviser into their team in Cumbria, to advise clients as appropriate to their circumstances and objectives.
Making sure portfolios are managed in accordance with the client's mandate, objectives and the firm's investment propositionMaintaining all standards of performance as required by the firm
T&C, complaints, financial crime, anti-money laundering, anti-bribery, data security, data protection, conflicts of interest, inducements, record keeping, best execution etc.
Complying with the Financial Services and Markets Act 2000, the FCA's Conduct rules / FCA Statements of Principle &Keeping up to date with relevant regulatory, product, legislative and technical requirements
Making sure all client records are retained in line with the firm's Data security / data protection / record keeping policy
Previous experience within financial services
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