£92k - £126k per annumEstimated
...experience.
Ability to establish credibility and rapport; be friendly and personable and looks for ways to benefit the customer’s financial relationship.
Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial...
Suggested
£50k - £65k per annum
Job Title: Financial Planner Location: West Midlands
Join a dynamic financial services firm at an exciting time of growth and expansion... ...qualification (minimum).
- Minimum of three years' experience advising clients.
- Drive, determination, and commitment demonstrated...
Suggested
Permanent employment
Full time
Holiday work
£30k - £35k per annum
one of the UK’s leading independent financial advisory firms who has developed a highly successful business model and are going through a... ...stage of growth.
They are looking for a Desk Based Financial Adviser to be based out of their Bromsgrove offices.
You will need...
Suggested
£35k - £40k per annum
Financial Services Specialist Recruiters
Job Title: Employed Financial Planner
Benefits:Competitive salary, Pension, Professional development... ...to minimise tax liabilities and maximise tax efficiency.
Advise clients on estate planning techniques to preserve wealth and minimize...
Suggested
Permanent employment
£44k - £60k per annumEstimated
Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.
We believe in face-to-face service...
Suggested
Permanent employment
Contract work
Self employment
Work at office
£100k per annum
Overview: We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the...
Suggested
£26k - £30k per annum
This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms.
Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales....
Suggested
Full time
Part time
Work at office
Flexible hours
£25k - £34k per annumEstimated
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning... ...IFA Administrator is to support the Paraplanners and Financial Advisers in delivering a first class and compliant service:
* Managing...
Suggested
Work at office
Work from home
Employment trial period
Hybrid work
Holiday work
Flexible hours
£25k - £30k per annum
...a new opportunity for a senior IFA administrator to join our client's team in an office near Longbridge. The company specialise in financial advice and services for businesses and individuals.
An established Financial Services Firm are looking for an experienced Senior...
Suggested
Work at office
Holiday work
£50k - £67k per annumEstimated
Independent Financial Adviser West Midlands and Black Country clients to inherit due to upcoming retirement Support team based in West Midlands Diploma qualified. Largely through acquisition, the business has Advisory presence across the UK and is on course to continue expansion...
Suggested
Work at office
Local area
Work from home
Home office
Holiday work
Flexible hours
£25.39k per annum
...who are facing difficulties with their mortgage payments. This is a telephone based role working with customers who are in or facing financial challenges . Agreeing affordable payment plans, regularly reviewing existing payment agreements as well as keeping up to date with...
Suggested
Work at office
Work from home
Hybrid work
Saturday
2 days week
Working Monday to Friday
£51k - £69k per annumEstimated
...are Britain’s economic engine – ambitious, entrepreneurially-spirited and high‑growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
We’ll broaden your horizons
The Business Services and Outsourcing team are essential...
Suggested
Permanent employment
Work at office
£30k - £41k per annumEstimated
An expanding financial services group has an opportunity for an IFA Administrator to join their team in Birmingham.
This role will support Financial Advisers with back office and client support for financial and wealth planning that includes investment, retirement and estate...
Suggested
£11.01k per annum
Erdington/Castle Bromwich
£(phone number removed) DOE
Bell Cornwall Recruitment's client is a successful Financial Services company with offices in Erdington/Castle Bromwich. They are looking to grow their client services team due to a company wide expansion!
Oversee...
Suggested
Permanent employment
Work at office
Flexible hours
Afternoon shift
£26k - £35k per annumEstimated
...Model, Fund Switches
Oversee management of Annual Reviews and Portfolio Reviews that are due i.e. ensuring delivery and action by adviser and Review Team
Liaising with clients, solicitors, accountants, life offices, lenders and platform providers by telephone, e-mail,...
Suggested
Permanent employment
Apprenticeship
Flexible hours
£100k per annum
...Are you a seasoned Financial Adviser looking for an exciting opportunity to make a significant impact? Look no further! We have a fantastic opportunity with a leading name in the financial industry which has expanded its presence and is actively seeking dynamic and experienced...
Permanent employment
Self employment
Flexible hours
£50k - £67k per annumEstimated
...Independent Financial Adviser West Midlands and Black Country clients to inherit due to upcoming retirement Support team based in West Midlands Diploma qualified. Chartered qualification beneficial but not essential An opportunity has arisen with a growing business that already...
Work at office
Local area
Work from home
Home office
Holiday work
Flexible hours
£70k per annum
...Job Title: Financial Adviser
Industry: Financial Services
Location: Sutton Coldfield
Salary: Up to £70,000 (negotiable dependent on experience)
Job Reference: 8528
Job Description:
Recruit UK working on an excellent opportunity for a Financial Adviser...
Work at office
Local area
Work from home
Home office
Holiday work
Flexible hours
£60k per annum
...Are you a driven and ambitious Financial Adviser looking to take your career to new heights? A highly-reputable is seeking individuals with transferable Funds Under Management (FUM) to join the expanding team. As a young and vibrant group of advisers, they understand the journey...
Permanent employment
Self employment
Work at office
Flexible hours
£55k per annum
...Independent Financial Adviser Birmingham, UK
Salary: Circa £55,000 (Negotiable for the Right Candidate) + Bonus
Benefits:
~23 days holiday + BH
~4xDIS
~ Exam support (by prior agreement)
~ Detailed training and development program
~ Friendly team environment...
Permanent employment
Work at office
Immediate start
Hybrid work
Holiday work
£35k per annum
...Job Title: Trainee Financial Adviser
Location: Shrewsbury, UK Benefits:
~ Competitive salary reflecting experience and skills.
~ Support for industry exams, with a pay rise for each exam passed.
~ Onsite parking
~ Generous pension scheme with increased contributions...
Permanent employment
Traineeship
Flexible hours
£80k per annum
...Job Title - Independent Financial Adviser
Location - Meriden, UK (flexi/remote for advisers within the West Midlands)
Salary - dependent on experience / qualifications + bonus
We are working with a well-established and reputable financial advisory firm in the West...
Permanent employment
Work at office
Remote job
Flexible hours
£35k - £47k per annumEstimated
...We are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your customers reach their financial goals and savings...
Local area
Work from home
CleverHR
Bromsgrove, Worcestershire
5 days ago
£23k - £32k per annumEstimated
...mandatory City & Guilds training
The role will in entail providing advise via:
Home advice visits (outreach)
In-depth face-to-face... ...advice, advocacy, and practical help
Demonstrate measurable financial savings to households through reduced fuel consumption, income...
Work at office
Local area
NCAUK
Birmingham
16 hours ago
£22k - £30k per annumEstimated
...the field of education and professional services.
CLT International is a global provider of education for professionals working in financial services.
The company is UK-based with a global student community and has trained over 21,000 professionals, working in private...
Work at office
Local area
Hybrid work
£30k - £35k per annum
...Description Edge Chartered Certified Accountants, Mortgages & Legal Advisers is a West Midlands-based firm that provides property accountancy... ...goal is to provide excellent services that keep our clients' financial well-being at the forefront.
Role Description
This is a...
Full time
£30k - £35k per annum
...Description Edge Chartered Certified Accountants, Mortgages & Legal Advisers is a West Midlands-based firm that provides property accountancy... ...goal is to provide excellent services that keep our clients' financial well-being at the forefront.
This is a full-time on-site...
Full time
Remote job
£50k per annum
...Payroll Advisor - £50,000 + Bonus & Amazing Benefits - Birmingham
Frazer Jones are delighted to be supporting a leading name within financial services on the recruitment of a Senior Payroll Advisor to join the business on a permanent basis.
Our client is offer hybrid...
Permanent employment
Work at office
Hybrid work
Flexible hours
1 day week
£35k - £48k per annumEstimated
...of Just Mortgages Direct Limited which is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
Just Mortgages Direct Limited Registered Office: Colwyn House, Sheepen Place, Colchester, Essex, C03 3LD. Registered...
Work at office
£25k - £29k per annum
...do we want you?
You are an experienced B2B Customer Service Adviser with an exceptional telephone manner who has experience of managing... ...for someone to develop a career within the growing market of financial crime, so if its sounds like it may be something of interest to...
Contract work
Fixed term contract
Work at office
Local area
Work from home
Hybrid work