Financial Services Professional

As a Senior Mortgage Advisor at Prosperous Financial, you will play a critical role in delivering our Keys offering to clients. Your expertise will be sought after by clients and colleagues alike, and you will have the opportunity to build a successful career in the mortgage industry.The ideal candidate will have a strong understanding of the regulatory...

We are seeking a Transfer Agency Operations AML Specialist to join our team at UBS Financial Services.About the JobThis role involves supporting our operations in ensuring compliance with anti-money laundering (AML) regulations. The successful candidate will carry out AML oversight related reviews of AML files, monitor and test service provided, review KPIs,...

Company OverviewWe are Strata Financial, a proactive and partnership-driven accounting firm that takes pride in providing exceptional services to our clients. Our approach is centered around being a business partner, not just a compliance necessity.This gives you the opportunity to work with our clients in a meaningful way, developing long-term relationships...

DNG Financial Services Ltd is a leading provider of mortgage solutions. We are seeking an ambitious and self-motivated Mortgage Advisor to join our team.Job DescriptionThe ideal candidate will have 2+ years of experience in a busy Financial Services Brokerage or Retail Banking environment. Key responsibilities include:Achieving mortgage business targets set...

Prosperous Financial Planning is seeking a highly skilled and ambitious Senior Financial Advisor to join our Choice Team.The ideal candidate will have expert knowledge of investments, pensions, protection, and savings products.This role involves managing the client journey for both new and existing clients, assessing their financial circumstances, and...

We're seeking a highly motivated Customer Service Advisor to join our Life Sales team at Cornmarket Group Financial Services Ltd. As a key contributor to our team, you will be responsible for making appointments with existing clients on behalf of our Financial Consultants.The successful candidate will have a proven track record in meeting and exceeding...

Company OverviewCornmarket Group Financial Services Ltd is a leading provider of financial services to public sector employees and their families. With over 50 years of experience, we have established ourselves as a trusted partner in the financial wellbeing of our clients.We take pride in our commitment to delivering exceptional customer service, providing...

Director - SME & Business Owners SegmentWe are Unio, a leading wealth management business in Ireland, backed by Great-West Lifeco through its Irish subsidiary Irish Life Group.Our Wealth Management DivisionThe division is responsible for client engagement and delivery of our unique outcome-based proposition to existing and prospective clients. This is...

At Strata Financial, we strive to deliver a proactive partnership approach to our clients. By connecting with them as part of a cohesive unit, we provide expert financial guidance and support that drives impactful organisational change.This Trainee Accountant position offers an exciting opportunity to work closely with senior managers and develop essential...

Financial Services SpecialistWe are seeking a highly skilled Financial Services Specialist to join Prosperous Financial at the forefront of our team.This role is pivotal in delivering exceptional service and support to clients, handling their enquiries, processing transactions, and assisting financial advisors in delivering effective financial planning...

At Prosperous Financial Planning, we are seeking an ambitious and proactive Senior Certified Financial Planner to join our team. As a key member of our planning department, you will guide clients through their financial journey, supporting them in achieving their goals.We take a holistic lifestyle approach to financial planning, focusing on the client's...

Fire Financial Services Limited is a fast-growing fintech business with offices in Dublin and London. We provide businesses with access to a range of payment services, including accounts, bank transfers, debit cards, FX, and open banking payments.We are seeking a Financial Services Growth Manager to join our Dublin team. In this role, you will be responsible...

About UsAt Prosperous Financial, we take a client-centric approach to financial planning, focusing on guiding clients towards achieving their financial objectives. We are looking for a talented CFP to join our team and contribute to this vision.Job DutiesManage client journeys from initial consultation to ongoing supportDeliver exceptional service to...

Job Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering.The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...

Job Title: Financial Services Sales Manager Reporting to: Head Of Financial Planning Department: Planning Prosperous Financial has an exciting opportunity for an ambitious, highly motivated Financial Services Sales Manager, to lead our Choice service offering. The Sales Manager plays a crucial role in the organisation and will lead a team of 5 Financial...

As a Client Services Executive at Prosperous Financial, you will be responsible for handling client enquiries, processing transactions, and supporting our financial advisors in delivering effective financial planning solutions.Job Description:Manage client relationships, providing timely and accurate responses to client enquiries and requests.Work closely...

About the PositionWe're seeking a talented Lead Generation Copywriter to join our team at Neilson Financial Services. In this role, you'll focus on writing high-performing paid social ad copy that drives lead generation across multiple markets.Key Responsibilities:Write engaging copy that captures attention in a noisy social feed and motivates audiences to...

Job DescriptionWe are seeking a highly motivated Customer Service Advisor to join our Life Sales team. As a Customer Service Advisor, you will be responsible for making appointments with existing clients, on behalf of our team of Financial Consultants, on a primarily outbound call basis.You will effectively manage the diaries of our Consultants to ensure...

At Strata Financial, we're dedicated to delivering a strategic partnership approach to our clients. Our team connects with them as part of a cohesive unit, providing expert financial guidance and support.This role offers hands-on experience working alongside a manager who will train and mentor you in parallel to your studies. You'll gain exposure to various...

We are seeking a highly motivated and experienced Financial Advisor to join our team at Prosperous Financial. As a member of our Choice Team, you will play a critical role in delivering exceptional service to our clients, providing them with expert advice and guidance on their financial matters.About the Role:Managing the client journey for both new and...