Total 760 financial analyst job vacancies in Malaysia

Job Description:

• Assist Finance Director.
• Planning, setup and implementation of SAP.
• Management reporting.
• Financial planning & analyses.
• Any other adhoc work as and when assigned.

Job Requirements:

• MS Word, Excel and PowerPoint.
• ERP systems preferably experience in SAP setup and implementation.
• Strong accounting knowledge and experience in FP&A.
• Analytical, independent and meticulous.
• Excellent interpersonal and communication skills.
• Able to prioritize, multi-task and complete work assignments on a timely basis.
• Proactive team player and able to work with minimum supervision.

About Caxton:

About Caxton Associates:

Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Monaco, Singapore and Dubai. Caxton Associates’ primary business is to manage client and proprietary capital through global macro hedge fund strategies. Assets are managed via a broad mandate to trade in a variety of global markets and instruments.

Responsibilities:

• You will work very closely with the Portfolio Manager on the day-to-day management of the Global Macro portfolio, primarily Rates and FX-focused.
• Help build analytical tools for trade screening and idea generation (mainly in Excel and Python)
• Generate and execute trade ideas across products (Interest Rates and FX – both linear and options)
• Keep abreast of macro developments and the market implications.

Requirements

• 1-5 years in Sales, Trading, Quants, or Structuring within Rates and FX, preferably in investment banking and/or buyside firm.
• Graduate from a Top-Tier university, preferably in Engineering, Mathematics, Computer Science, Quantitative Finance, Economics, or related fields.
• Solid experience in building analytical models using both Python and Excel.
• Strong communication and interpersonal skills and a self-starter.
• Strong collaborative skills with the ability to work effective in a team-oriented environment.
• A keen eye for detail, a curious mindset, and a willingness to challenge the status quo.
• Displays and operates at the highest degree of ethics and integrity.

Posted: 22/04/2024

Closing Date: 24/05/2024

Job Type: Permanent - Full Time

Location: Canberra

Job Category: Banking and Financial Services


Judo Bank: Where Tradition Meets Innovation
At Judo Bank, we're more than just a financial institution we're pioneers in redefining banking for the modern era. Rooted in timeless values such as integrity, trusted relationships, and a pioneering spirit, we're dedicated to revolutionizing business banking for Small to Medium Enterprises (SMEs) across Australia. Our journey began with a bold vision and a PowerPoint slide, driven by a desire to challenge the status quo in an industry dominated by the major players. In just a few short years, we've grown exponentially, establishing ourselves as one of the fastest-growing new banks globally, with offices spanning the nation.
At the heart of our ethos

... Click here to view more detail / apply for Analyst

• Position: Finance Analyst (Financial Analyst/Advisory)
• Location: Near Raffles MRT
• Working hours: 5 days, Mon to Fri (9.00am to 5.00pm)
• Salary (commensurate on experience): Up to $4700 +Bonus + 14 days annual leave
• Duration: Permanent
• Industry: Accounting Firm- MNC
• Career progression : Supported to obtain a globally-recognized accounting qualification, along with job-specific training and mentoring by experienced accounting professionals.

Main Responsibilities:

• Assist with the analysis of financial and operating data provided
• Provide advisory to the clients Analyse financial information

Requirements:

• Previous accounting or related field
• Degrees in financial or technical subjects are preferred
• Proficient in Microsoft Office, especially Excel, Words and Outlook
• Willing to travel at short notice.
• Proficient in the Vietnamese language is a plus

Email to joie@searchpersonnel.com.sg

Do visit Search Personnel Pte Ltd for more job listings.

***We DO NOT charge our candidates any referral fee nor bind them with any contract.***

Joie Chang

Deputy Consulting Director (APAC)

Reg no.: R2090601 | EA No: 13C6684

This opportunity is ideal for an agency side Account Manager looking to step up to Account Director.

The Opportunity Hub UK is proud to present an exclusive opening for a PR Account Director, a pivotal role designed for a professional ready to make a substantial impact in the corporate consultancy sector.Company Overview:This distinguished consultancy is in the midst of an exciting phase of growth and evolution. With a strong foundation in corporate consultancy PR, the company has built a reputation for excellence, managing a portfolio that spans private debt, trade finance, crypto, and blockchain industries. Recent shifts in team composition have only heightened the firm's commitment to enhancing its service quality and client satisfaction. Now more than ever, they seek a PR Account Director with a profound corporate consultancy background, ready to bring stability, expertise, and a fresh perspective to their dynamic team.

Job Overview:
As a PR Account Director, you will play a crucial role in steering the company through its next growth phase. Your responsibilities will extend across managing a diverse client portfolio, guiding junior team members, and producing and refining thought leadership content with minimal oversight. The ideal candidate will possess not only the expertise and experience in corporate consultancy PR but also the dedication to contribute to long-term team and client stability.

Here's what you'll be doing:

- Direct management of a varied client portfolio in sectors including private debt, trade finance, and emerging technologies like crypto and blockchain.
- Mentorship and oversight of junior team members to foster their professional growth and ensure high-quality client service.
- Creation of opinion pieces and editing tasks, demonstrating exceptional command of industry topics with minimal guidance.

- Proactive engagement in team dynamics and client relationships to uphold the firm's reputation for best-in-class service.

Here are the skills you'll need:

- Proven expertise in corporate consultancy PR, with a capacity to quickly adapt to the consultancy's client portfolio and internal dynamics.
- Demonstrable experience in managing complex client accounts across various sectors, including finance and technology.

- Strong leadership skills, capable of nurturing junior staff and instilling a sense of stability and confidence.Excellent written and verbal communication skills, with a knack for creating compelling content and refining others' work.

Work Permissions:
You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.

Key benefits of this job:

- The opportunity to be part of a forward-thinking consultancy at a critical point of growth.
- A dynamic and varied client portfolio that keeps work engaging and challenging.
- A supportive environment that values professional development and long-term career growth.
- Pursuing a career as a PR Account Director within this sector offers unparalleled opportunities to shape the narratives of emerging and established markets alike. This role not only demands a high level of professional expertise but also offers the satisfaction of contributing to the strategic direction of both the consultancy and its diverse clientele. As the industry continues to evolve, the PR Account Director stands at the forefront of innovation, guiding brands through the complexities of the modern media landscape.

In summary, this PR Account Director position represents a unique chance to bring your corporate consultancy PR background to a firm that values long-term commitment and expertise. It's an opportunity to make a significant impact, fostering stability and growth for both the team and the client portfolio.

Financial Crime Manager

Salary £45,000 to £60,000

Permanent

FT – 35 hours per week

Hybrid – Home and Hub; London & Ashford

Closing date 12th May 2024

Saga have a future vacancy in the group function for a Financial Crime Manager. We are looking to make an appointment from June 2024 onwards.

Here at Saga the role of the Financial Crime Manager is extremely varied. You will support the business to identify, manage and control all financial crime risks across internal operations, for our customers and also our providers and partners. We need a knowledgeable and credible Financial Crime Manager who can optimise and keep the financial crime risk management framework up to date, ensuring it is embedded across the business.

You will be key to providing the business with support, assurance, and technical advice, enabling the business to grow, whilst upholding the standards and requirements set out in both UK regulation and government legislation.

Reporting into our Group Head of Internal Audit & Risk, you will be the face and voice of our Financial Crime governance and strategy. Truly a great opportunity for candidates looking to take on the full responsibility within a heavily regulated business model across operations in insurance, financial services and travel.

*You will be required to visit the London and/or Ashford Saga Hubs a few times each month. Candidates applying will need to be in a commutable distance to ensure they are able to visit the London Hub as and when required by the business.

Package Description

Everyday our colleagues deliver exceptional experiences to our customers. We believe exceptional work deserves even more exceptional rewards, that's why we have put together an amazing benefits package for all colleagues.

• 25 days holiday + bank holidays
• Option to purchase additional leave up to 5 extra days
• Pension scheme matched up to 10%
• Life assurance policy on joining us
• Wellbeing programme
• Colleague discounts including family discounts on cruises and holidays!
• Range of reductions and offers from leading retailers, travel groups and entertainment companies
• Enhanced maternity and paternity leave
• Grandparents leave
• Company performance related annual bonus - Up to 5%
• Income protection
• Access to Saga Academy, our bespoke learning platform

Main Responsibilities

Our Financial Crime Manager will be responsible for the following areas:

• Acting as a centre of excellence in all aspects of financial crime and fraud management, overseeing the firm’s compliance with financial crime laws and regulations.
• Maintaining an effective horizon scanning framework.
• Design, implementation and maintenance of a financial crime risk management framework.
• Provide financial crime advice and support to various business areas.
• Oversight and implementation of financial crime policies and procedures.
• Design and deliver an annual 2nd Line financial crime assurance plan.
• Maintain an ongoing view of business change and be the primary contact for financial crime on new initiatives.
• Attendance and input into governance committees as required, ensuring timely and accurate reporting to key senior stakeholders.
• Development and delivery of associated elearning and training.
• Completion of financial crime related regulatory returns.
• Be the Nominated Officer for money laundering reporting, and ensuring suspicious activities are reported to the relevant authorities.
• Lead responsive and robust financial crime investigations, liaising with internal colleagues and external agencies (e.g. police, banks, third party companies etc.) accordingly.
• Design, maintenance and oversight of group-wide sanctions screening.
• Building and managing effective and collaborative relationships with key stakeholders, proactively informing them of significant risks or exposures and support them with the interpretation and implementation of relevant regulation and legislation.
• Always promoting a speak up culture across the business and investigating speak-up (Saga’s whistleblowing) complaints in line with regulatory requirements, always maintaining confidentiality.

The Ideal Candidate

Here at Saga, we have over 2500 employees and a database of millions of valued customers. We take Financial Crime seriously and we are committed to be more than just compliant with regards to the protection of financial crime. We are seeking a highly competent Financial Crime Manager who already has the following skills and experience;

• Excellent stakeholder management.
• Strong experience leading on Financial Crime within a regulated environment, with in-depth technical expertise.
• The ability to devise/innovative processes to both meet business needs and drive exceptional customer outcomes.
• Can manage a portfolio of work, and to balance the demands of maintaining a high-quality work and delivering to deadlines.
• Understands the concepts of financial crime risk controls and materiality.
• Excellent verbal and written communicator at all levels.
• Naturally methodical, analytical with an enquiring mind and tenacity, whilst maintaining objectivity.
• Adapts to new businesses, processes, or products. Can logically analyse and assess these.
• Is not intimidated by challenging or senior colleagues in the business.
• Has the courage of their conviction.
• Sound use a judgement. Raises and reports only material issues and can agree practical and efficient solutions with business.
• Has the highest level of integrity and is always seen to uphold the standards and policies set by the department/business.

Desirable:

• Educated to degree / master’s level with qualifications relevant for the role.
• Holds a financial crime professional qualification e.g. ICA, ACAMS, CISI, ACFE

About The Company

Over the past 70 years we have become the UK's specialist provider of products and services to people aged over 50 in the UK. The Saga brand has become one of the most recognised and trusted brands amongst UK consumers in this demographic, recognised for its high quality products and exceptional standards of service. These include cruises and holidays, insurance, personal finance and the Saga Magazine.

At Saga we are committed to treating all employees fairly and to offering equal opportunities in all aspects of employment and advancement. We value diversity not just because it is the right thing to do, but because diverse teams perform better.

Fair consideration is given to applications from all applicants, including those with disabilities and those over who are over 50 as we are champions of age inclusivity. We are an official Disability Confident Committed employer and ensure that our recruitment process is inclusive and accessible and we will make reasonable adjustments as required. For more information on our DEI policies please visit our Saga Careers page.

​Saga does not accept agency CVs unless specifically engaged on the role by the Talent Acquisition Team. Please do not forward CVs to our recruiters, employees or any other company location. Saga will not be responsible for any fees related to CVs received in this unsolicited manner.

#LI-KF1

Financial Reporting Manager/SeniorMaidenhead, UK
Permanent, Full-Time
Our client is a leading accountancy practice in Maidenhead dedicated to delivering exceptional financial services to our diverse client base.
They are seeking a highly skilled and experienced Financial Reporting Manager/Senior to join their financial reporting team. The successful candidate will oversee all aspects of financial reporting, ensuring accuracy, compliance, and timely delivery of financial statements for our clients.


Responsibilities:

• Lead and manage the financial reporting team, providing guidance and support to ensure high-quality work output.
• Prepare and review financial statements in accordance with UK GAAP and IFRS standards.
• Coordinate with clients to gather necessary financial information and ensure all reporting requirements are met.
• Stay up-to-date with changes in accounting regulations and ensure compliance with relevant standards.
• Identify areas for process improvement and implement best practices to enhance efficiency and accuracy in financial reporting.
• Provide technical accounting expertise and guidance to clients and team members as needed.

Qualifications:

• Bachelor's degree in Accounting, Finance, or related field.
• ACA/ACCA qualification preferred.
• Significant experience in financial reporting, preferably in a professional services or accountancy firm.
• Strong knowledge of UK GAAP and IFRS.
• Excellent communication and interpersonal skills, with the ability to effectively interact with clients and team members.
• Proven leadership abilities, with experience in managing and developing a team.

Benefits:

• Competitive salary package.
• Opportunities for professional development and career advancement.
• Supportive and collaborative work environment.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

Job Summary:

• Industry: Healthcare
• Location: Novena

Job Responsibilities:

• Support the department to oversee the strategy and operations of all units within the Financial Counselling department. This includes guiding and governing the ground process's planning, implementation, and sustenance in support of MOH’s policies and the hospital’s priorities.
• Develop and review all work instructions/ SOPs and ensure compliance.
• Oversee and guide the department's Executives, Supervisors and Patient Service Associates to align job meaning and inspire peak performances.

Job Requirements:

• Bachelor's Degree in Operations/Service Management or related discipline
• Minimum 4-5 years of supervisory experience.
• Working experience in healthcare services or IT project implementation will be an added advantage
• Experience in leading a team with good leadership and management skills
• Track record in change management
• Strong analytical and writing skills
• Able to think strategically and multi-task
• Excellent interpersonal and communication skills

By submitting any application or resume to us, you will be deemed to have agreed and consented to us disclosing your personal information to prospective employers for their consideration.

We regret that only shortlisted candidates will be notified.

Registration No: R23113834

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Join us as a Financial Crime Investigations Manager at NatWest Boxed

• Day-to-day, you’ll coach and support team members to manage financial crime risks while meeting agreed service levels across each of the financial crime pillars
• You’ll support the reporting of information to relevant stakeholders
• With significant exposure, you’ll act as the senior point of contact for the team

What you'll do

As a Financial Crime Investigations Manager, you’ll lead a team to make sure that your business area fully understands the financial crime related risks associated with our customers. You’ll train and support the team appropriately and efficiently manage the workload.

Your role will also involve:

• Initiating and driving forward medium sized, relatively complex improvements with minimum support
• Working with key stakeholders to make sure the financial crime systems and tools are effective and efficient in detecting potential financial crime
• Supporting with the reporting of information to relevant stakeholders
• Investing in self-development, attending training sessions to be able to support the business area in the fight against financial crime
• Communicating clearly and with empathy both internally and externally with customers and other organisations

The skills you'll need

To succeed in this role, you’ll need relevant experience in a financial-crime-related team, as well as experience of conducting investigations regarding customer behaviour and risk.

You’ll also need:

• Excellent communication skills
• Good attention to detail and excellent record keeping
• The ability to work creatively and on multiple queries simultaneously
• Strong people management skills

• Opportunity to be part of a rapidly growing industry
• Chance to make a huge impact in the global organization

About Our Client

Our client is a leading global manufacturer specializing in precision engineering. Their expertise lies in developing advanced technologies and techniques, which caters to mega-industries such as those within the Semiconductors, Automotive and Oil & Gas space. Our client offers comprehensive solutions to meet the precise needs of their clients, ensuring optimal results and cost-effectiveness across their global plants.

As a newly created position in-line with company expansion, they are now looking for a Group Financial Controller with a strong focus on financial reporting, consolidation, tax and treasury management and compliance. Reporting directly to the company CFO, this role will partner with regional finance managers and contribute to the overall process-improvement initiatives within the organization - following their successful investment from a well-known Private Equity.

Job Description

• Oversee group consolidation and the preparation of consolidated financial statements following International Financial Reporting Standards (IFRS).
• Ensure adherence to group accounting policies and IFRS across all accounting activities.
• Offer guidance to subsidiaries on accounting treatments and conduct regular group-wide training on accounting technical matters.
• Develop policies and guidelines, ensuring robust internal controls and corporate governance aligned with financial regulations, accounting standards, statutory requirements, and company policies.
• Play a pivotal role in implementing enterprise resource planning (ERP) systems to streamline finance processes, including process mapping review, master data governance, and user acceptance testing.
• Supervise monthly financials, review group statutory accounts, conduct comprehensive reviews of balance sheets and cash flows, identify variances to forecasts and budgets, and initiate necessary actions to achieve financial goals.
• Coordinate with various stakeholders such as tax agents, auditors, company secretary, bankers, and lawyers to ensure compliance with regulatory requirements and fulfill commitments.
• Manage Country-by-Country Reporting across 2-3 regions.
• Lead and support ad-hoc projects as assigned, including ERP implementation and Group transfer pricing studies.

The Successful Applicant

• Bachelor's degree in finance, business administration or ACCA.
• 8+ years of relevant experience within finance operations.
• 3+ years of solid regional controllership experience in the manufacturing sector.
• Experience within an professional Audit firm would be highly beneficial.
• Past experience in cost accounting and regional consolidation.
• Prior experience in any ERP implementation projects would be highly beneficial.
• Strong finance leadership skills, ability to collaborate with finance teams across Asia.
• Hands-on, highly motivated, resilient, resourceful, capable of introducing frameworks and driving process improvements.
• Travel requirement: 20% - 30%

What's on Offer

• Opportunity to be part of a rapidly growing industry
• Chance to make a huge impact in the global organization
• Regional exposure and opportunities

Contact

Rachel Hee (Lic No: R22111006/ EA no: 18S9099)

Quote job ref

JN-042024-6401179

Phone number

+65 6541 9960

Michael Page International Pte Ltd | Registration No. 199804751N

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Version 1 seeks an experienced Oracle Finance Consultant. The successful candidate will join our GCC based Oracle e-Business Suite Functional team, forming part of Version 1’s ERP Practice. Candidate should be customer focused and process driven with great documentation skills.  

Responsibilities:

• Provide day to day application support for a variety of clients.
• Requirements gathering and documentation for business changes.
• Work with technical consultants to deliver client requirements.
• Liaise directly with clients to ensure all requests for change are properly designed, assessed, prioritized, and managed through to completion.
• Assist with transitioning clients into support post R12 upgrade projects and from competitors.
• Identifying persistent problems and work with key stakeholders to address the root causes.
• Providing end user application and functionality training.
• Creating test plans and coordinating testing with the different stakeholders.
• Assist in defining and optimizing simple yet effective business processes and drive change within the organization through negotiation and consensus-building.
• Help ensure that MS ERP initiatives follow the proper planning, scheduling, and management processes.
• Assist with risk management and change management on projects.

Financial Advisor - Trainee

Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.

They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with my clients established client base.

In this role, you will have the opportunity to work with the existing in-house team, including administrators and para-planners, to service existing clients, help develop the business in the future and ultimately, develop from Trainee to Full Financial Adviser with huge career growth potential.

In order to fulfil the requirements of this role, my client is looking for the following:

Professional individuals ideally already Qualified to Diploma 4 looking to progress into a career in Financial Services.

Ideally some Financial Services experience would be preferred – Mortgage Adviser / Protection Adviser etc. You need to be self-motivated and numeric, have excellent communication and organisational skills with the ability to work independently.

The principal functions of a financial advisor are to provide customers with accurate information and bespoke deals that will enable them to make educated choices that suits their specific requirements.

As such, this role will require a mix of telephone and face to face advice (including virtual). You need to maintain transparent financial and contract details and liaise with service providers.

The main responsibilities of this role will vary depending upon your specific role, but will typically include the following:

• contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
• conducting in-depth reviews of clients' financial circumstances, current provision and future aims
• analysing information and preparing plans best suited to individual clients' requirements
• completing risk analyses
• researching the marketplace and providing clients with information on new and existing products and services
• designing financial strategies
• assisting clients to make informed decisions
• researching information from various sources, including providers of financial products
• reviewing and responding to clients changing needs and financial circumstances
• promoting and selling financial products to meet given or negotiated sales targets
• negotiating with product suppliers for the best possible rates
• liaising with head office and financial services providers
• communicating with other professionals, such as estate agents, solicitors and valuers
• keeping up to date with financial products and legislation
• producing financial reports
• contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

This really is an excellent opportunity for ambitious individuals who are keen to join a successful company and establish a long-term career in the Fianance sector.

Your hard work and commitment are reflected in your earnings and a generous bonus structure and benefits package is offered and tailored to your qualifications and experience.