171 Financial Consultant jobs in the United Kingdom

This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances.

You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.

In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action.

This is a Financial Consultant job with all of the financial advice being delivered via Microsoft Teams.

Home Based Financial Consultant Requirements

• Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets
• Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary
• Candidates with experience of selling via Microsoft Teams would be preferred
• The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check

The Company

Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors!

Home Based Financial Consultant Benefits

• Salary of 28,000 rising to 32,000 following passing Probation with Year 1 OTE of 45,000 and Year 2/3 OTE of 65,000+
• Benefits include uncapped monthly commission and contributory pension of up to 10% and DIS (pension is based on total earnings)
• Home based role with meetings undertaken via telephone or Teams
• You must be comfortable undertaking some evening appointments (TOIL provided)
• 35 hours per week, with autonomy to manage your diary / hours to maximise your performance
• Award winning point of sale system

Start Date

Early September 2025

Locations

Home based

Call us now on (phone number removed) or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances.

You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.

In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action.

This is a Financial Consultant job with all of the financial advice being delivered via Microsoft Teams.

Home Based Financial Consultant Requirements

• Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets
• Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary
• Candidates with experience of selling via Microsoft Teams would be preferred
• The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check

The Company

Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors!

Home Based Financial Consultant Benefits

• Salary of 28,000 rising to 32,000 following passing Probation with Year 1 OTE of 45,000 and Year 2/3 OTE of 65,000+
• Benefits include uncapped monthly commission and contributory pension of up to 10% and DIS (pension is based on total earnings)
• Home based role with meetings undertaken via telephone or Teams
• You must be comfortable undertaking some evening appointments (TOIL provided)
• 35 hours per week, with autonomy to manage your diary / hours to maximise your performance
• Award winning point of sale system

Start Date

Early September 2025

Locations

Home based

Call us now on (phone number removed) or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances.

You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.

In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action.

This is a Financial Consultant job with all of the financial advice being delivered via Microsoft Teams.

Home Based Financial Consultant Requirements

• Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets
• Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary
• Candidates with experience of selling via Microsoft Teams would be preferred
• The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check

The Company

Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors!

Home Based Financial Consultant Benefits

• Salary of 28,000 rising to 32,000 following passing Probation with Year 1 OTE of 45,000 and Year 2/3 OTE of 65,000+
• Benefits include uncapped monthly commission and contributory pension of up to 10% and DIS (pension is based on total earnings)
• Home based role with meetings undertaken via telephone or Teams
• You must be comfortable undertaking some evening appointments (TOIL provided)
• 35 hours per week, with autonomy to manage your diary / hours to maximise your performance
• Award winning point of sale system

Start Date

Early September 2025

Locations

Home based

Call us now on (phone number removed) or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances.

You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.

In addition to the existing portfolio customers, you will receive circa 80 leads per month for child trust funds that are reaching maturity and require action.

This is a Financial Consultant job with all of the financial advice being delivered via Microsoft Teams.

Home Based Financial Consultant Requirements

• Essential - you must have experience in sales and regularly achieved or exceeded your individual KPIs / targets
• Essential - you must be comfortable undertaking business development activities to generate referrals, call previous clients and manage your own diary
• Candidates with experience of selling via Microsoft Teams would be preferred
• The business is regulated by the FCA, therefore they will complete an in-depth credit and criminal record check

The Company

Long-established mutual society with heritage of over 140 years! They have over 3 million clients and rated 4.7 out of 5! They are keen to continue building their team of nearly 200 Sales Advisors!

Home Based Financial Consultant Benefits

• Salary of 28,000 rising to 32,000 following passing Probation with Year 1 OTE of 45,000 and Year 2/3 OTE of 65,000+
• Benefits include uncapped monthly commission and contributory pension of up to 10% and DIS (pension is based on total earnings)
• Home based role with meetings undertaken via telephone or Teams
• You must be comfortable undertaking some evening appointments (TOIL provided)
• 35 hours per week, with autonomy to manage your diary / hours to maximise your performance
• Award winning point of sale system

Start Date

Early September 2025

Locations

Home based

Call us now on (phone number removed) or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances.

You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suit.

WHJS1_UKTJ

This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances.

You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suit.

WHJS1_UKTJ

This employed, fully home based, Financial Consultant job is an exciting opportunity to build a career helping families save, invest and protect their finances.

You will be provided with a portfolio of existing policyholders, plus new customer enquiries. As a Financial Consultant, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suit.

WHJS1_UKTJ

About the job you’re considering

We are seeking an experienced Oracle Senior Financials Functional Consultant to join our expanding Oracle Cloud SaaS team to lead workstreams or functional areas to deliver Oracle Cloud projects for a range of clients.

Hybrid working: The places that you work from day to day will vary according to your role, your needs, and those of the business; it will be a blend of Company offices, client sites, and your home; noting that you will be unable to work at home 100% of the time.

If you are successfully offered this position, you will go through a series of pre-employment checks, including identity, nationality (single or dual) or immigration status, employment history going back 3 continuous years, and unspent criminal record check (known as Disclosure and Barring Service)
 

Your role

• A key emphasis for us is on implementing solutions that make a difference by ensuring the delivery of quantifiable benefits to the client and you will provide advice and guidance to our customers on the process improvements and efficiencies that can be realised through the implementation of Oracle Cloud Financials.
• To achieve this, you will need to work closely with the client SMEs and stakeholders to familiarise them with the Oracle Cloud Financials capabilities and support them in the decisions and development of the solution and process design for their finance function.
• You will be responsible for a broad range of implementation activities including configuration, demonstrations, design workshops, documentation, testing, report development, training, data migration, knowledge transfer, production go-live, hyper-care and transition to the support organisation.
• You will also occasionally be required to provide support to pre-sales activities including the financials processes solution design, performing requirements fit / gap analysis, providing system demonstrations and advising on resourcing requirements for planning and estimating purposes. 

You can bring your whole self to work. At Capgemini building an inclusive future is part of everyday life and will be part of your working reality. We have built a representative and welcoming environment, for everyone.
 

Your skills and experience

• The role requires a strong understanding of the Oracle Cloud Financials applications including GL, AP & AR. Additional skills and experience in Projects, Assets or EPBCS would be desirable. 
• You must have experience of two full end to end Oracle Cloud Financials implementation.
• The ability to understand Finance business processes, requirements and translate these into system solutions, resolving any business issues is essential.
• The following qualifications are desirable: Oracle Cloud Financials Implementation Specialisation and Professional accountancy qualifications

Your security clearance

Baseline Personnel Security Standard (BPSS)

To be successfully appointed to this role you will need to undergo Baseline Personnel Security Standard checks.
There are no nationality or residency restrictions, although if you have resided outside of the UK within the last 3 years, further checks may be required.

There are other criteria and check required for BPSS, and throughout the recruitment process, you will be asked questions about your security clearance eligibility such as, but not limited to, country of residence and nationality.

Also, please note that this role requires you to be SC eligible .
 

What does ‘Get The Future You Want ‘ mean for you?

You will reimagine what’s possible: creating value for the world’s leading organisations through technology to build a sustainable, more inclusive future. You will work with a range of clients all with a unique set of business, technological and societal ambitions, which will make a real impact across the UK.

We realise a Total Reward package should be more than just compensation.  At Capgemini we offer range of core and flexible benefits and have a Peer Recognition Portal called Applaud. 

You will be joining one of the World’s Most Ethical Companies®, as recognised by Ethisphere® for 12 consecutive years. We live our values by making ethical business choices every day. Working ethically is at the centre of our culture at Capgemini, meaning you will be helping to create a future we can all be proud of.
 

Why you should consider Capgemini

Growing clients’ businesses while building a more sustainable, more inclusive future is a tough ask.  When you join Capgemini, you’ll join a thriving company and become part of a collective of free-thinkers, entrepreneurs and industry experts.  We find new ways technology can help us reimagine what’s possible.  It’s why, together, we seek out opportunities that will transform the world’s leading businesses, and it’s how you’ll gain the experiences and connections you need to shape your future.  By learning from each other every day, sharing knowledge, and always pushing yourself to do better, you’ll build the skills you want. You’ll use your skills to help our clients leverage technology to innovate and grow their business. So, it might not always be easy, but making the world a better place rarely is.

About Capgemini

Capgemini is a global business and technology transformation partner, helping organisations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fuelled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2024 global revenues of €22.1 billion. 

Get The Future You Want |

R&D Tax Financial Consultant (London or Manchester based)

Base salary: £55,000 - £5,000 

Diversity

We’re an equal opportunity employer, dedicated to building a diverse workforce and fostering an inclusive environment, where everyone can thrive and be their authentic selves at work. We recognise that the climate crisis intersects with social and inclusion issues, and we’re particularly eager to receive applications from individuals who bring diverse perspectives, including people of colour, the LGBTQ+ community, people with disabilities, neurodivergent individuals, parents, carers, and those from lower socio-economic backgrounds. We also value different experiences and encourage applicants whose backgrounds may not exactly match the criteria in the job description to apply. 

About the role 

This pivotal R&D Tax Financial Consultant role will see you transform complex climate technology breakthroughs into compelling, HMRC compliant R&D tax credit financial claims that unlock vital government support for pioneering businesses. You’ll work directly with visionary founders and CEOs behind breakthrough technologies - from EV software and sustainable materials to smart building solutions and novel carbon capture innovations. As part of Europe’s largest cluster of climate tech companies, your work will directly contribute to scaling these essential technologies and accelerating the transition to a low carbon future.

Ideally CTA,ATT or CCAB qualified, you’ll be technically proficient with strong R&D tax knowledge and at least three years’ experience preparing the financial side of R&D claims. Acting in both a compliance and advisory capacity, you’ll be the first point of contact for clients and team members alike, so strong communication skills and a natural ability to build relationships are essential.

You’ll need to bring high attention to detail, a can-do approach to problem solving, and the self motivation to see projects through to completion on time and to a high standard. If you’re excited by the idea of playing a key role in securing innovation funding for the UK’s leading climate tech scale ups, working alongside a team that shares your passion for sustainability, we’d love to hear from you.

Key responsibilities:

• Prepare robust R&D tax claims, including detailed analysis of financial transactions to identify qualifying costs and apply accurate cost allocation and relief calculations in line with HMRC guidance; 
• Maintain a strong working knowledge of the different R&D tax schemes available and the eligibility criteria for each; 
• Liaising effectively with external bodies such as HMRC, responding promptly to any questions to ensure smooth claim processing;
• Manage a portfolio of clients, delivering excellent customer service and building trusted relationships to support long term growth;  
• Supporting the business development team and Head of R&D Tax in identifying opportunities to add value and innovation through R&D tax planning, representing the business at industry events and helping to grow the firm’s profile;
• Apply a commercial mindset to strategically drive the growth of the R&D tax offering and promote tax capabilities across the wider team;
• Proactively identify R&D tax planning opportunities during reviews and confidently raise these senior stakeholders and partners;
• Share R&D tax knowledge with colleagues, contributing to the training and helping to strengthen the firm’s overall technical ability;
• Keep up-to-date with changes in R&D tax legislation and best practice to maintain a high standard of technical advice;
• Prepare and file CT600 and CT600L amendments for submission to HMRC, ensuring accuracy and compliance.

Requirements

We expect you to have 

• Ideally CTA, ATT or CCAB qualified, or qualified by experience;  
• 3-5 years’ experience in R&D tax consultancy or R&D tax within an accountancy practice, with in-depth knowledge of UK R&D Tax Credits legislation;
• Strong technical proficiency with an excellent working knowledge of the R&D tax schemes, including the CIRD guidelines;
• Excellent written and verbal communication skills, with the ability to provide proactive advice to clients and discuss opportunities confidently with partners;
• A collaborative approach, a good listener, supportive team player and someone who encourages others;
• A high level of attention to detail, with strong analytical and creative problem solving skills;
• Self motivated and organised, with the ability to deliver work to deadlines;
• A genuine interest in sustainability and climate solutions, you’ll share our mission driven mindset and want your work to make a positive impact.

Desirable

• Experience working on HMRC R&D tax enquiries or compliance checks;
• Confidence using accountancy, tax and MS software, experience with Xero, QuickBooks, TaxCalc and Taxfiler is an advantage;
• Experience working with tech start ups or scale ups is an advantage.

Benefits

Excellent benefits package include; 

• Hours: Full-time, 40 hours per week. Flexible working (with minimum 3 days in either the London or Manchester office)
• Salary: £55,000-£65,000 per annum

Based: Ideally in London (will also consider Manchester-based applicants) 
• 25 days Holiday + Bank Hols
• Monthly Wellness Day (time to rest & recharge)
• Enhanced Pension Scheme

Recruitment process

• 30 min phone screening interview

• Two-stage, in-person interview, in-person exercise that aligns with the work that you will be delivering

About Sustainable Ventures

We’re Europe’s largest ecosystem of climate tech startups. Following our recent expansion of our Central London headquarters, we’re focused on our mission to develop 1000 new businesses by 2025, and expand our operations across UK regions.

Our impact on the planet’s climate and its natural resources is being felt more often and by more people than ever before. It is clear that significant changes must be made to achieve the targets set by the IPCC and reach Net Zero by 2050. This presents the world’s biggest challenge and it is something that SV has been addressing since 2011. 

We believe in the power of commercial innovation to address the twin challenges of climate change and resource scarcity.