Financial adviser Work, Jobs in Cudworth, Nl (with Salaries)

Financial Services Administrator
Navigation Wealth Management —Wakefield
- £24,500 - £27,000 a year
- Full-time
- CRM software
- Salesforce
- Organisational skills
- Annual leave
- Life insurance
Quick apply
2d
Trainee / Junior Financial Adviser
Partnership Recruitment —Sheffield
- £35,000 - £40,000 a year
- Hybrid work
- Communication skills
- School
4d
Trainee Mortgage Adviser
The New Homes Group —Worksop
- £25,500 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
17h
Paraplanner
Harper Financial Associates —Wakefield
- £30,000 - £50,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Employee discount
Quick apply
Financial Resilience Adviser
Citizens Advice —Dewsbury
- £26,001 a year
- Hybrid work
- Communication skills
8d
Compliance Assistant
RSM UK —Leeds
- Full-time
- Hybrid work
- IT
Financial Resilience Adviser
Kirklees Citizens Advice and Law Centre —Dewsbury
- £26,001 a year
- Full-time
- In-person
- Communication skills
- Sick pay
Quick apply
9d
Assistant Director - Strategic Investment Adviser.
City of Bradford Metropolitan District Council —Bradford
- £86,458 - £99,433 a year
- Call to connect
- Hybrid work
- Management
- Presentation skills
- Leadership
- Annual leave
7d
Immigration Compliance Adviser
Bupa —Leeds
- From £28,400 a year
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Time management
- Work from home
- Gym membership
Quick apply
7d
Disability Adviser
University of Sheffield —Sheffield
- £38,784 - £51,753 a year
- Full-time
- Hybrid work
- Microsoft Office
- University
- Organisational skills
- Annual leave
- Employee discount
Technician Hair & Beauty
Doncaster College —Doncaster
- £24,826 - £25,511 a year
- Full-time
- English
- University
- Organisational skills
- Annual leave
- Employee discount
11d
Legal Counsel
Sheffield Forgemasters Engineering Ltd —Sheffield
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
3d
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £50,000 - £90,000 a year
- Full-time
- Hybrid work
- Communication skills
- Tax experience
- Free parking
- Employee discount
Employment Adviser
Reed In Partnership —Chesterfield
- £28,000 - £30,000 a year
- Full-time
- Sales
- Travel
- Mentoring
- Annual leave
- Flexible schedule
10d
Residential Conveyancing Paralegal
Wake Smith Solicitors —Sheffield
- Communication skills
Graduate Trainee Independent Financial Adviser
Clarity Wealth Limited —Leeds
- From £25,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Life insurance
Insurance/Protection Adviser – Office Based Only = Basic Negotiable plus Commission
Clarke Hendrik Group Ltd —Rotherham
- From £30,000 a year
- Full-time
- CRM software
- Microsoft Office
- In-person
Quick apply
11d
Accounts Payable Administrator
The Progeny Group Limited —Leeds
- Hybrid work
- Microsoft Excel
- Organisational skills
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply
2d
Financial Reporting Manager
Optum —Leeds
- Full-time
- Hybrid work
- Accounting
- Tax experience
Administrative Assistant (Receptionist)
University of Sheffield —Sheffield
- £23,742 - £24,685 a year
- Part-time
- Hybrid work
- Customer service
- Microsoft Office
- Administrative experience
- Annual leave
- Employee discount
3d

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financial adviser jobs near cudworth, nl

Financial Services Administrator

Navigation Wealth Management
Wakefield

Quick apply

Job details

Full-time
£24,500 - £27,000 a year
2 days ago

Benefits

Financial planning services
Annual leave
Company pension
Company events
Pay rise
Life insurance
Referral programme
Sick pay

Qualifications

CRM software
Financial planning
Salesforce
Organisational skills
IT
Financial services
AI
Communication skills

Full job description

Fact Find, Protection & AI Report Writing Specialist

Navigation Wealth Management is a leading and rapidly growing Managing Partner Practice of St. James's Place Wealth Management with offices based in Beverley and Wakefield. We are committed to providing exceptional service and tailored financial advice to our clients. We are looking for a highly motivated and experienced individual to join our dedicated support team.

Job Title

Client Reporting Team

Reports to

Practice Manager

Main location

Hybrid working (Wakefield office based during probationary & learning period)

Role Purpose

To own the end-to-end preparation of client advice cases, with a primary focus on:

Ensuring high-quality, complete fact finds
Producing clear, compliant suitability letters
Leveraging AI for report writing

This role sits at the centre of the advice process—bridging client data, analysis, and high-quality output using AI report writing software.

Core Responsibilities

1. Fact Find Review, Completion & Data Integrity (Primary Focus)

Take ownership of fact find accuracy, completeness and structure
Input, cleanse and validate client data within the fact find and CRM system
Engage with advisers to fill gaps and challenge incomplete or unclear information
Ensure all data collected supports robust, compliant advice

2. AI-Enabled Report Writing & Process Efficiency

Use AI tools to draft, structure and enhance suitability reports and client communications for:
Retirement Advice
Investment Advice
Protection Advice
Ongoing/Review Advice
Convert structured fact find data into first-draft reports using AI workflows
Refine and quality check AI-generated outputs to ensure:
Accuracy
Compliance
Tone aligned to Navigation brand
Continuously improve how AI is used to:
Reduce turnaround times
Improve consistency
Increase team capacity

4. Adviser Interaction

Act as a key point of contact for:
Gathering missing information
Clarifying client circumstances
Supporting advisers in case preparation
Maintain high standards of communication and service

5. Compliance, Accuracy & Documentation

Ensure all documentation is:
Complete
Accurate
Audit-ready
Maintain strong understanding of compliance processes and requirements
Escalate any risks or inconsistencies immediately

Key Skills & Experience

Essential

Experience in financial services
Strong attention to detail and ability to work with complex data
Excellent written communication skills
Ability to translate technical content into client-friendly language
Strong organisation and workflow management

Highly Desirable

Experience writing suitability letters / reports
Understanding of financial services products and planning
Experience using CRM systems
Experience or interest in using AI tools in professional workflows

Core Competencies

Data Ownership – takes responsibility for fact find quality and completeness
Clarity of Communication – produces clear, concise and effective written outputs
Technical Understanding – understands recommendations and client needs
Efficiency Mindset – constantly looks to improve speed without sacrificing quality
Attention to Detail – high level of accuracy across all outputs
Adaptability – embraces AI and evolving processes

What we Offer:

Competitive Salary. Plus, a comprehensive benefits package.
Salary Progression: Clear opportunities for salary increases as you develop your skills, with potential to exceed the base salary range.
Discretionary Bonus: Potential to earn up to 15% of your salary, split between a Production Bonus (up to 10%) and a Performance Bonus (up to 5%).
Holidays: 25 days annual leave plus all UK bank holidays.
Pensions: Workplace Pension Scheme provided.
Life Assurance: Death in Service Benefit of 4 x annual salary.
Extra Perk: Appraisal Reward Day.
Working Pattern: 35 hours per week.
Monday – Thursday: 9:00 am – 5:00 pm
Friday: 8:30 am – 4:30 pm

Job Type: Full-time

Pay: £24,500.00-£27,000.00 per year

Benefits:

Company events
Company pension
Financial planning services
Life insurance
Referral programme
Sick pay

Application question(s):

Do you have experience of using the IT platform "Salesforce" as a CRM?
This role is for experienced financial services administrators working within a financial advice Practice. How many years have you worked in administration in a Financial Advice company (IFA/tied Network/Life Office)?'

Experience:

Financial services: 2 years (required)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in cudworth, nl

Financial Services Administrator

Trainee / Junior Financial Adviser

Trainee Mortgage Adviser

Paraplanner

Financial Resilience Adviser

Compliance Assistant

Financial Resilience Adviser

Assistant Director - Strategic Investment Adviser.

Immigration Compliance Adviser

Disability Adviser

Technician Hair & Beauty

Legal Counsel

Independent Financial Advisor

Employment Adviser

Residential Conveyancing Paralegal

Graduate Trainee Independent Financial Adviser

Insurance/Protection Adviser – Office Based Only = Basic Negotiable plus Commission

Accounts Payable Administrator

Financial Reporting Manager

Administrative Assistant (Receptionist)

I want to receive the latest job alerts for financial adviser in cudworth, nl

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