Current jobs related to Financial Planning Specialist - Solihull, Solihull - Recruit UK | Certified B Corp™
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Financial Planning Specialist
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Financial Planning and Analysis Specialist
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Financial Planning and Analysis Specialist
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Financial Planning Specialist
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Financial Planning Specialist
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Financial Planning Director
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Financial Planning Director
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Financial Planning Director
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Financial Planning Director
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Solihull, Solihull, United Kingdom The Curve Group Full timeDirector of Financial Planning and AnalysisJoin our team as a Director of Financial Planning and Analysis at The Curve Group, a leading provider of product and service solutions for businesses. As a key member of our finance team, you will play a critical role in shaping the financial future of our organization.About the RoleWe are seeking an experienced and...
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Financial Planning and Analysis Specialist
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Financial Reporting Specialist
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Solihull, Solihull, United Kingdom Solihull College & University Centre Full timeJob Opportunity: Financial Reporting SpecialistWe are seeking a highly skilled Financial Reporting Specialist to join our finance team at Solihull College & University Centre. As a key member of our team, you will be responsible for providing accurate and timely financial reporting to support investment decision making and contribute to the delivery of our...
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Financial Controller
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Financial Controller
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Financial and Contractual Specialist
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Financial Planning Specialist
2 months ago
We are seeking a highly skilled and experienced Financial Adviser to join our team at Recruit UK | Certified B Corp™. As a Financial Adviser, you will play a key role in providing expert financial planning and wealth management services to our clients.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
- Provide expert advice on investment strategies, risk management, and retirement planning.
- Build and maintain strong relationships with clients, understanding their financial situations and providing tailored solutions.
- Collaborate with our team to identify new business opportunities and develop strategies to grow our client base.
- Stay up-to-date with industry developments and best practices, ensuring our clients receive the highest level of service.
- A competitive salary of up to £60,000 (higher salaries negotiable dependent on experience).
- A generous bonus scheme, with opportunities to earn additional income through performance-based bonuses.
- A comprehensive benefits package, including 23 days holiday entitlement, on-site parking, and a generous company pension.
- Ongoing professional development and training to help you grow your skills and expertise.
- A dynamic and supportive team environment, with opportunities to collaborate and learn from colleagues.
- A Level 4 Diploma in Financial Planning or equivalent qualification.
- Previous experience in a financial planning or wealth management role, with a proven track record of success.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong business development skills, with the ability to identify new opportunities and develop strategies to grow our client base.
