Independent Advisor Jobs in Caerphilly

Gregory Davies Wealth Management - Caerphilly, Wales

Prepare reports such as pension valuations, annual review presentations Strong organisational skills with the ability to prioritise tasks effectively Assist in scheduling appointments and managing calendars... £12.85 - £15.00 Per hour (Employer provided)

from: glassdoor.com - 9 days ago

ONEtoONE Corporate Finance - Cardiff, Cardiff, United Kingdom (+1 location)

We welcome members worldwide to join our International Network of M&A Advisors. We are not hiring employees or third-party service providers. You can work wherever you want while supported by a whole back...

from: noriskrecruitment.co.uk - 9 days ago

Vetro Recruitment - Cardiff, South Glamorgan, Wales

You will be supporting women and children by providing them with an individually tailored support package. There is a need to work flexibly Monday to Friday between the hours of 09:00 and 19:00 and also... £ 29500.00 - £ 295000.00 Per Yr

from: apply4u.co.uk (+1 source) - 28 days ago

Brook Street - Cardiff, United Kingdom

Maintain up-to-date knowledge of FCA regulations and financial legislation, ensuring all advice is compliant and in the client’s best interest. Statement of Professional Standing (SPS), renewed annually...

from: uk.lifeworq.com (+1 source) - 17 days ago

Vision-FS Recruitment - Cardiff, Cardiff, United Kingdom (+1 location)

They have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to get the best deal for your clients. Self-sufficient and have a credible business...

from: noriskrecruitment.co.uk - 4 days ago

James & Partners - Cardiff, Cardiff, United Kingdom (+1 location)

✅ Qualified Leads Provided – A robust client acquisition strategy including a lead generation system and book acquisitions to help grow your AUM. ✅ Career Progression & Exit Strategy – Opportunities to...

from: noriskrecruitment.co.uk - 9 days ago