Current jobs related to Wealth Management Specialist - Solihull, Solihull - Recruit UK | Certified B Corp™

  • Tax Specialist

    2 weeks ago


    Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Tax Specialist to join our team at Hays Specialist Recruitment Limited. As a Tax Specialist, you will be responsible for managing a varied portfolio of clients, including High Net Worth Individuals (HNWIs) and trusts.Key ResponsibilitiesManage private client tax processes within the firmDevelop tax opportunities...

  • Tax Manager

    2 weeks ago


    Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Tax Manager, you will be responsible for managing a varied portfolio of HNWIs and trusts, providing expert tax advice and guidance to clients.Key ResponsibilitiesManage the private client tax processes within the firmDevelop tax opportunities...


  • Solihull, Solihull, United Kingdom Serco Full time

    ERP Technical Delivery SpecialistAt Serco, we are seeking an experienced ERP Technical Delivery Specialist to join our team. The successful candidate will be responsible for advising and supporting the technical elements of ERP projects, as well as providing technical support for significant tickets.Key Responsibilities:Support the definition and...


  • Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    Your new role at Hays Specialist Recruitment Limited is a senior portfolio management opportunity that reports directly to the Partners. You will be responsible for managing a range of audit and non-audit clients, as well as junior staff. To succeed in this position, you will need to have a naturally organized approach and be able to work with clients. In...


  • Solihull, Solihull, United Kingdom Resource Management Solutions Full time

    RMS is a dynamic and independently owned Employment Business, committed to providing people-focused Recruitment, HR and Payroll solutions to clients specialising within Automotive and Logistics on a national basis.We are seeking an experienced Human Resources Specialist who has a passion for people and operations. The role will collaborate closely with...


  • Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    Join Our Tax Investigations TeamYour new firm is a well-established tax consultancy with a strong presence in the UK market. They are seeking a highly skilled Tax Investigations Manager to join their Manchester City Centre office.The ideal candidate will be a CTA qualified professional with experience in tax investigations, including COP9, COP8, HMRC Nudge...


  • Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    Join Our Tax Investigations TeamYour new firm is a well-established tax consultancy with a strong presence in the UK market. They are seeking a highly skilled Tax Investigations Manager to join their Manchester City Centre office.The ideal candidate will be a CTA qualified professional with experience in tax investigations, including COP9, COP8, HMRC Nudge...

  • Tax Manager

    3 weeks ago


    Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Tax Manager, you will be responsible for managing a varied portfolio of clients, including HNWIs and trusts.Key ResponsibilitiesManage private client tax processes within the firmDevelop tax opportunities within the practicePrepare complex...

  • Tax Manager

    3 weeks ago


    Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Tax Manager, you will be responsible for managing a varied portfolio of clients, including HNWIs and trusts.Key ResponsibilitiesManage private client tax processes within the firmDevelop tax opportunities within the practicePrepare complex...

  • Tax Manager

    3 weeks ago


    Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Tax Manager, you will be responsible for managing a varied portfolio of clients, including HNWIs and trusts.Key ResponsibilitiesManage private client tax processes within the firmDevelop tax opportunities within the practicePrepare complex...

  • Tax Manager

    3 weeks ago


    Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Tax Manager, you will be responsible for managing a varied portfolio of clients, including HNWIs and trusts.Key ResponsibilitiesManage private client tax processes within the firmDevelop tax opportunities within the practicePrepare complex...


  • Solihull, Solihull, United Kingdom AP Group Ltd Full time

    Senior Manager, Private Client TaxAn esteemed tax advisory firm, catering to the needs of high-net-worth individuals and families, seeks an experienced private client tax professional to join their team.The ideal candidate will possess a strong background in tax advisory services, with a focus on UK and international tax planning, including trusts, corporate...


  • Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleYour new company is a dynamic and forward-thinking accountancy firm with a strong presence throughout the region. As a key member of the team, you will report directly to the Partners and be responsible for managing a diverse portfolio of audit and non-audit clients.A key aspect of this role is the management of junior staff, ensuring the...


  • Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleYour new company is a dynamic and forward-thinking accountancy firm with a strong presence throughout the region. As a key member of the team, you will report directly to the Partners and be responsible for managing a diverse portfolio of audit and non-audit clients.A key aspect of this role is the management of junior staff, ensuring the...

  • Tax Manager

    1 month ago


    Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Tax Manager, you will be responsible for managing a varied portfolio of clients, including High Net Worth Individuals (HNWIs) and trusts.Key ResponsibilitiesManage the private client tax processes within the firmDevelop tax opportunities...

  • Tax Manager

    4 weeks ago


    Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Tax Manager, you will be responsible for managing a varied portfolio of clients, including HNWIs and trusts.Key ResponsibilitiesManage private client tax processes within the firmDevelop tax opportunities within the practicePrepare complex...

  • Tax Manager

    4 weeks ago


    Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Hays Specialist Recruitment Limited. As a Tax Manager, you will be responsible for managing a varied portfolio of clients, including HNWIs and trusts.Key ResponsibilitiesManage private client tax processes within the firmDevelop tax opportunities within the practicePrepare complex...


  • Solihull, Solihull, United Kingdom Serco Full time

    ERP Technical Delivery SpecialistThis role is part of a small team of technical experts who ensure the smooth operation of our ERP systems. As an ERP Technical Delivery Specialist, you will be responsible for advising and supporting the technical elements of ERP projects, as well as providing stability to our environments.Key Responsibilities:Contribute to...


  • Solihull, Solihull, United Kingdom Serenity Specialist Care Full time

    Social Media ManagerSerenity Specialist Care Ltd is a leading provider of exceptional care services, dedicated to enhancing the quality of life for our clients. We aim to establish a strong online presence through engaging social media content.We are seeking a creative and driven Social Media Manager to develop and execute social media strategies, create...


  • Solihull, Solihull, United Kingdom Serco Full time

    Job Summary:We are seeking an experienced ERP Technical Delivery Specialist to join our team at Serco. As an ERP Technical Delivery Specialist, you will play a key role in advising and supporting the technical elements of ERP projects and ensuring the smooth operation of our ERP systems.Key Responsibilities:Contribute to the development and implementation of...

Wealth Management Specialist

2 months ago


Solihull, Solihull, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Adviser

Industry: Financial Planning and Wealth Management

Location: Solihull Area

Salary: Up to £60,000 (higher salary negotiable)

Job Type: Full-time


About the Role:

We are working with a well-established and prestigious financial planning company, seeking a Financial Adviser to join their team in the Solihull area.


About the Company:

Our client is a leading provider of financial planning and wealth management services, with a strong reputation for delivering high-quality advice to their clients. They pride themselves on their expertise in the medical field and their ability to provide long-term support and advice to their clients.


Key Responsibilities:

  • Provide financial planning and wealth management advice to clients
  • Develop and maintain strong relationships with clients
  • Assist in the development of new business opportunities
  • Work closely with the existing Senior Advisers to service existing clients and develop new ones


What We Offer:

  • 23 days holiday entitlement + bank holidays
  • Salaries up to £60,000 (higher salaries negotiable dependent on experience)
  • Fantastic work culture
  • Clients to inherit from existing advisers
  • Bonus scheme – 2.5 x validation – 25% accumulated thereafter hitting the threshold
  • Generous company pension
  • On site parking
  • Career professional development


Requirements:

  • Level 4 Diploma in Financial Planning
  • Previous Financial Advice experience in an IFA/Wealth Management firm
  • Rapport building skills
  • Business development skills


About Recruit UK:

We are a specialist recruitment agency in the financial services sector, with a strong network of connections across the industry. We are committed to providing a holistic approach to recruitment, taking the time to understand our candidates' needs and preferences.