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Financial Services (Sales) candidates |
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130 Financial Services (Sales) candidates |
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INDEPENDENT FINANCIAL ADVISER with extensive financial services experience gained within an advisory and pensions environment. Currently advises companies from directors to employees and individuals on all aspects of life and pensions.
more info...on this Independent Financial Adviser candidate in County Durham
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INDEPENDENT FINANCIAL ADVISOR who holds the Diploma in Financial Planning and ten years experience in the provision of financial advice.
more info...on this Independent Financial Advisor candidate in Isle of Man
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SELF-EMPLOYED IFA/PENSION & TRANSFER SPECIALIST with 16 years experience within the financial services industry. Extremely knowledgeable within the Pension arena, covering, SSAS’s, SIPP’s, EPP’s, GPP’s, approved by the FSA as Pension Transfer specialist, also advises on a wide range of Investments, IHT & Tax mitigation products. Able to Administer all specialist pensions and provides compliant reports.
more info...on this Self employed IFA candidate in Leicestershire
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DIPLOMA QUALIFIED FINANCIAL ADVISER, formerly Independent, who possesses over 30 years experience working within building societies, banking and financial services companies.
more info...on this Diploma Qualified Financial Adviser candidate in Whitley Bay
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Associate Partner/ INDEPENDENT FINANCIAL ADVISER who has gained over 20 years experience within financial services advisory roles.
more info...on this Associate Partner/Independent Financial Adviser candidate in Northumberland
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INDEPENDENT FINANCIAL ADVISER responsible for providing full financial planning advice and also undertaking will writing, power of attorneys, property trusts, inheritance tax planning and pension transfers.
more info...on this Independent Financial Adviser candidate in Worcestershire, Herefordshire, Warwickshire
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FINANCIAL CONSULTANT possessing over 15 years experience within various financial services positions in both local and national brokers. Extensive knowledge of all financial services products including tax and Investment planning.
more info...on this Financial Consultant candidate in Nottinghamshire
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INDEPENDENT FINANCIAL ADVISER who has gained extensive financial services experience within independent, broker servicing and new business administration roles. Provided advice to both new and existing clients across the full range of financial planning including pensions (corporate and personal), protection, savings, investments and tax planning.
more info...on this Independent Financial Adviser candidate in Essex
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FINANCIAL ADVISER who has worked in Financial Services since 1987. Experienced in interviewing clients, compiling reports and suitability letters and providing full advice and recommendations to customers on Investments, Savings, Pensions, Mortgages and Protection.
more info...on this Financial Adviser candidate in Cheshire and Greater Manchester
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PENSION MANAGER SIPP/SSAS who has gained 25 years industry experience. Has sustained business growth in excess of 140% per annum. A consistent high achiever and winner of many awards.
more info...on this Pension Manager SIPP/SSAS candidate in Durham
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FINANCIAL PLANNING CONSULTANT possessing 34 years industry experience gained within direct sales, mortgage and management roles. Currently responsible for providing financial advice to new and existing clients on all aspects of financial planning. Business handled is purely personal and is evenly split between life, pensions and investments, is currently ranked Top of the Branch.
more info...on this Financial Planning Consultant candidate in Harrogate
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INDEPENDENT FINANCIAL ADVISER having working for over 24 years offering financial advise, created new set up in January 2010 to provide whole of market advice to clients as an IFA.
more info...on this Independent Financial Adviser candidate in North Wales and North West
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SENIOR IFA SALES MANAGER with almost 30 years experience working within the financial services industry most recently for a firm of Independent Financial Advisors.
more info...on this Senior IFA Sales Manager candidate in North Shields
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FINANCIAL ADVISER with 12 years experience in home service, bank assurance and telephone based advice. With experience of selling Investments, Pensions, Protection and Mortgage products is able to build long lasting relationships with colleagues and customers alike.
more info...on this Financial Adviser candidate in Greater Manchester
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TECHNCIAL PENSIONS CONSULTANT who has gained extensive experience within the financial services industry. A pensions technical support role incorporating technical support, training and development of sales teams, presenting at technical and sales seminars both locally and nationally.
more info...on this Technical Pensions Consultant candidate in Cheshire and Greater Manchester
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KEY ACCOUNT MANAGER who has gained over 20 years experience within financial services. Focuses on attracting profitable business from a panel of IFA firms, developing close relationships with several quality firms writing large premium personal and business protection.
more info...on this Key Account Manager candidate in North/West Yorkshire
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SELF EMPLOYED MORTGAGE & PROTECTION ADVISER with more than 7 years experience in mortgage sales and financial advice in reputed firms, mortgage broker, bank and estate agency environment. Responsible for dealing with clients both face-to-face and over the telephone, reviewing circumstances/needs, providing best advice on mortgages and associated insurance products, from self-generated leads.
more info...on this Self-Employed Mortgage & Protection Adviser candidate in Greater Manchester
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DIPLOMA QUALIFIED INDEPENDENT FINANCIAL PLANNER who has gained 5 years experience within a small IFA practice. Early stages of career, highly proactive, bright and professional individual looking for further development. Wrote £90,000 in business in first year as an IFA throughout turbulent 2009/2010.
more info...on this Independent Financial Planner candidate in County Durham
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FINANCIAL SERVICES TEAM MANAGER who has built, managed and developed a variety of teams particularly within a defined benefits environment, in order to successfully deliver pension funding and administration solutions (value £10m - £1.5b) to corporate clients
more info...on this Financial Services Team Manager candidate in Reading
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INDEPENDENT FINANCIAL ADVISER who has gained 26 years financial services experience, predominantly within the independent sector
more info...on this Independent Financial Adviser candidate in York
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