Financial Adviser

Excellent career opportunity for a dynamic, client focused Financial Adviser with access to mass affluent and HNW clients.About our clientA wealth advisory firm require a Financial Adviser to develop and service existing HNW clients.My client is an ambitious UK Wealth Advice business who is looking for a like-minded adviser to support them on their journey...

Ref: 37842Due to recent growth and acquisitions, a Boutique firm of Financial Planners are seeking an experienced Independent Financial Adviser to join the team.Key Responsibilities will include:Conduct comprehensive financial analysis for clientsDevelop personalized financial plans that align with clients' objectivesProvide recommendations on investment...

AMG Search is currently looking for an IFA to join a leading national IFA organisation. As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. You will provide advice in pensions, investments, protection, taxation planning & trusts You will be given ownership of your clients to...

We are working with a financial and investment business in the west midlands who due to an acquisition are now looking to recruit an additional Financial Planner to inherit an existing client bank.This company can offer a highly competitive basic with bonus and a number of other benefitsFor more information on this financial planning role in Birmingham,...

We are working with a financial and investment business in the west midlands who due to an acquisition are now looking to recruit an additional Financial Planner to inherit an existing client bank.This company can offer a highly competitive basic with bonus and a number of other benefitsFor more information on this financial planning role in Birmingham,...

Role: Financial Adviser Location: Birmingham Package: Up to £65,000 Basic Salary + Bonus + Benefits + Clients Provided Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for...

We are delighted to be working with this Wealth Management firm bsed in the Midlands, that offers a personal and discreet financial planning service that aims to deliver integrated holistic advice for corporate and private individuals. The firm are able to deliver a 'boutique' access to financial solutions - whilst ensuring, through significant investment in...

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...

Collections Advisor £20,500 per annumHome basedMon - Fri 9-5:30 pmAs an experienced Collections Advisor, you will be engaging with our client's customers who may find themselves in financial difficulty and require information and guidance in order to meet their Car Finance commitments. You will need to take ownership to understand the customers financial...

A financial planning company is seeking an Adviser to join their team and work with an existing client portfolio. The company operates on a national level and has recently acquired a well-respected firm in the West Midlands. They are now in need of an Adviser to manage a portfolio of around £25m in Assets Under Management (AUM). All clients and technical...

Job Title:Protection Adviser (Home Based)**Location: Home Based but living in either East or West Midlands geographical area.Rewards: Basic salary of 25K + bonus and benefits, OTE 40K+Hours: Mon-Fri working 9.00 AM PMTimeline: Immediate Interviews and Q2 2023 Start Date. (2 Positions Available)Mortgage Bureau as part of The New Homes Group:Mortgage Bureau...

Reward Recruitment are currently supporting an expanding Financial Services firm, looking to open a Birmingham Office. They are interested in hiring someone who is: Able to transfer circa £10-£15 million AUM of client following in the first 12-18 months.CAS status.Excellent compliance record.Track record of delivering and converting clients. In return they...

Job Description MCS Group are delighted to be partnered with a local financial planning firm who are recruiting for an Financial Administrator to join their team in Edgbaston, Birmingham.Whats in it for you? Up to £28k salary Workplace Pension Scheme Income Protection scheme Group Death In Service scheme 23 days holiday Flexible working & 12 days WFHWhat...

My client is a successful mid-sized accountancy and independent financial planning firm expanding their team in Birmingham following the acquisition of an accountancy firm in the city. As part of their impressive success story they are seeking an established Financial Planner who can work collaboratively alongside accountancy, professional services...

My client is a successful mid-sized accountancy and independent financial planning firm expanding their team in Birmingham following the acquisition of an accountancy firm in the city.As part of their impressive success story they are seeking an established Financial Planner who can work collaboratively alongside accountancy, professional services...

We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals. With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth The Role The...

Job DescriptionPrime Wealth Planning is the financial planning arm of Prime Accountants Group, a mid-sized regional accountancy practice with offices in Solihull, Coventry and Birmingham.Previously the wealth team were based in Solihull but have recently moved to their newly renovated office in Birmingham, just off St Pauls Square. The move to Birmingham...

Salary £35,189 Per annum (inclusive of shift allowance) plus pension, 37 days annual leave and great benefitsLocation Birmingham (Hybrid)The Role Closing date for applications is 12pm on Friday 7th June 2024. Telephone interviews will commence 3rd June 2024. Formal interviews to take place at our Birmingham office from w/c 17th June 2024. Can you help...

We are currently looking for an experienced Financial Services Administrator to join our clients, an established Wealth Management based in Birmingham City Centre.For this Financial Services Administrator, my clients are looking for an enthusiastic, motivated individual to support their growing client base and to help deliver a program of improved client...

Location:Birmingham, B6 4AH (A mixture of office and home working)Salary: £24,142 per annum increasing to £24,625 per annum after a successful probation period.Hours:37 hours per weekWorking Days & Times: Monday to Friday, 8.30am - 5.00pm.Closing Date:Thursday 18th April 2024The Role - As an Independent Living Adviser (Appointeeships), your main duties...