Develop proposals and provide subject matter expertise to inform credit risk models and team discussions.
Perform in-depth analysis on portfolio trends and market data to identify opportunities to refine our credit strategy, lending footprint and referral approach.
An exceptional financial advice firm in Cardiff is recruiting a Financial Adviser to join their firm and be part of its ambitious growth plans.
This is a role where employed aswell as self employed candidates will be considered.
This appointment is seen as a significant stepping stone for the business, offering the right candidate real progression opportunities directly geared to performance.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £100K/yr
Are you an experienced Holistic Financial Advisor keen to join a thriving business who can provide you with a flow of leads and referral opportunities?
If you are a talented and passionate adviser who puts the client's needs at the heart of everything you do and are passionate about exceeding expectations and delivering great customer outcomes, then this may be the role you have been looking for!
This is a rare and exciting opportunity to join an established Financial Planning firm, in a role that offers career development and could possibly evolve to become the role of a Practice Principal in the future.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.