Jobs in Oldham, United Kingdom
New Client Adviser — Onboarding & Holistic Financial Planning
Schroders Personal Wealth
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Discover more opportunities than anywhere else. Find more jobs nowKitchen Assistant — Fast-Paced Kitchen Support & Growth
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Remote Website & Content Volunteer (Wix & SEO)
SEDSConnective
Kitchen Assistant: Fast-Paced Kitchen Support & Growth
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Website and Content Developing Volunteer - Volunteer
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Kitchen Assistant: Fast-Paced Pub Kitchen, Grow Your Skills
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Remote UK SaaS Senior Account Exec — Uncapped Commission
Cognisys Group
Kitchen Assistant | Fast-Paced Pub Kitchen + Apprenticeships
greene king
New Client Adviser — Onboarding & Holistic Financial Planning
Job summary
A leading financial services firm in the UK is seeking a New Client Adviser to join their national Financial Planning team. This role involves engaging with new clients, understanding their financial goals, and providing tailored financial advice. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience in delivering quality service. A commitment to client satisfaction and strong communication skills are essential for success. This position supports flexible working arrangements and offers great benefits.
Benefits
Qualifications
- Experience in providing financial advice to clients.
- Strong knowledge across all areas of financial planning.
- Proven experience in conducting client meetings.
Responsibilities
- Engage with new clients virtually to understand their financial goals.
- Build strong relationships and manage the client journey.
- Deliver excellent client service during onboarding.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.