Financial/personal Wealth Advisor
2 weeks ago
With significant professional and career development opportunity our client is seeking to support ongoing organic growthand development across its employee base.
Employed by the retail distribution division of one of the world's biggest asset managers, the Financial Advisor will support clients in the local area, combining financial planning expertise with local knowledge to build long term relationships.
Our client is recruiting at various levels from Associate Advisor to Financial Planning Director, successful applicants will demonstrate
- Previous experience within a Financial Services Advice environment, providing product and regulated advice across a variety of solutions
- Excellent communication skills both written and verbal
- A focus on strong customer outcomes and success
- Level 4 Diploma in Financial Planning or equivalent
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Personal Assistant
2 weeks ago
Birmingham, Birmingham, United Kingdom Succession Wealth Full timePersonal AssistantBasic salary of up to £30,000 PA (dependant on experience)Hybrid working, typically 2 days per week from our central Birmingham office and 3 days per week from home (flexibility required)12-month fixed term contract (Maternity cover) - however as a fast-growing business there is potential for a permanent role.We are Succession Wealth, from...
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Financial Services Administrator
2 weeks ago
Birmingham, Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeFinancial Services AdministratorLocation: Birmingham and Surrounding AreasSalary: up to £32,000 depending on experienceHours - Full or Part -TimeAre you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a highly respected...
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Financial Administrator Apprentice
2 weeks ago
Birmingham, Birmingham, United Kingdom NPS Wealth Management Limited Full timeWe are looking for a Financial Administrator Apprentice who is enthusiastic, proactive, and excited by a challenge.We want a Financial Administrator Apprentice who is:A confident communicator, able to interact with clients over the phone and in writing Organised and understands the importance of planning and prioritising their workload A team player that is...
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Wealth Management
2 weeks ago
Birmingham, Birmingham, United Kingdom Goldman Sachs Full timeAsset & Wealth Management: Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive Investment Management services and advice across a full-range of asset classes...
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Financial Adviser
2 weeks ago
Birmingham, Birmingham, United Kingdom Idex Full timeExcellent 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...
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Financial Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Independent Resourcing Consultancy Full timeMy client is currently seeking a skilled and motivated Financial Advisor to join their 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 overall success of the financial services division.Responsibilities:Conduct...
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Wealth Consultant
2 weeks ago
Birmingham, Birmingham, United Kingdom Isio Group Full timeWealth Consultant We're growing and want you to be a part of our journey. Our Wealth Team We provide clear and comprehensive advice to our clients to allow them to make informed decisions around their finances. This creates financial confidence in our clients in meeting their future goals and aspirations. As a Financial Planner within The Wealth Consultant...
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Wealth Management Executive
2 weeks ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial ServicesBirmingham06/04/2023Type of Position: Wealth Management Executive - BerkswellPay: £35k - £40kWealth Management Executive - Berkswell:We are working with a client based in Berkswell looking for an Wealth Management Executive to join their team on a 12 month fixed term contract, with the potential of the position to become...
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Senior Financial Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Click and Connect Online Limited Full time £50,000My client is currently seeking a skilled and motivated Financial Advisor to join their 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 overall success of the financial services division. Responsibilities: Conduct...
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Wealth Management
2 weeks ago
Birmingham, Birmingham, United Kingdom Goldman Sachs Full timeAsset & Wealth Management: At Goldman Sachs, our Engineers don't just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency...
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Head of Investment and Wealth Solutions, Uk
2 weeks ago
Birmingham, Birmingham, United Kingdom HSBC Full timeJob descriptionRole PurposeThe Investments and Wealth Solutions UK Head aims to provide world-class digitally empowered investment and insurance propositions across all WPB client segments and brands, serving client needs both locally, and where appropriate providing, a unique internationally connected offering.Role holder will be responsible for the end to...
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Team Assistant in Wealth Management
2 weeks ago
Birmingham, Birmingham, United Kingdom Katie Bard (Angela Mortimer Plc) Full timeMy client are a boutique Wealth Management business looking to recruit a Team Assistant to support their highly successful Wealth Management Team.This role will entail working with the Paraplanners and Advisers to support all parts of the financial planning and advice process, requesting and collating information, dealing with pre- and post-sales...
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Wealth Management
2 weeks ago
Birmingham, Birmingham, United Kingdom Goldman Sachs Group, Inc. Full timeAsset & Wealth Management: At Goldman Sachs, our Engineers don't just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency...
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Financial Services Administrator
2 weeks ago
Birmingham, Birmingham, United Kingdom Antony George Recruitment Full timeJob 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...
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Retail Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom British Telecom Full timeRetail AdvisorJob Req ID: 33690Posting Date: 23 May 2024Function: EE RetailUnit: ConsumerLocation:Birmingham: Bull Ring (R174), Birmingham, United KingdomSalary: £12.34 p/h plus 20% on target commissionRetail AdvisorWorking Hours – 37.5Location – Birmingham Bullring£12.34 p/h plus 20% on target commissionEveryone's welcome at an EE store. This is...
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Financial Planner
2 weeks ago
Birmingham, Birmingham, United Kingdom Clever-HR Full timeWe 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...
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Retail Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom EE Retail Full timeRetail AdvisorWorking Hours – 37.5Location – Birmingham Bullring£12.34 p/h plus 20% on target commission Everyone's welcome at an EE store. This is somewhere you can bring yourself to work because the things that make you different, are the things that help you to make better connections with our customers and help them find the right products and...
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Retail Advisor
5 days ago
Birmingham, Birmingham, United Kingdom EE Retail Full timeRetail Advisor Working Hours - 30 Location - Sutton Coldfield £12.34 p/h plus 20% on target commission Everyone's welcome at an EE store. This is somewhere you can bring yourself to work because the things that make you different, are the things that help you to make better connections with our customers and help them find the right products...
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18+ Leaving Care Personal Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom 4Recruitment Services Full time £1818+ Leaving Care Personal Advisor - Birmingham Are you a passionate, dedicatedPersonal Advisor looking for your next role? 4Recruitment Services are recruiting aPersonal Advisor to join a Leaving Care Team based in BirminghamUmbrella Rate:£18 per hour Duration: 2 months initially Hours: Monday to Friday, 8.45am - 5.15pm, 36.5 hrs/week Personal Advisor...
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18+ Leaving Care Personal Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom 4Healthcare Full time £1818+ Leaving Care Personal Advisor - Birmingham Are you a passionate, dedicatedPersonal Advisor looking for your next role? 4Recruitment Services are recruiting aPersonal Advisor to join a Leaving Care Team based in Birmingham. Umbrella Rate:£18 per hour Duration: 2 months initially Hours: Monday to Friday, 8.45am – 5.15pm, 36.5 hrs/week Personal...