Financial Services Professional
4 weeks ago
We are seeking an experienced Financial Advisor to join our team in Birmingham. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.
Key Responsibilities:- Deliver financial planning advice to clients through a mixture of in-person meetings, virtual consultations, and phone calls.
- Build and maintain relationships with existing clients, identifying opportunities to increase revenue and grow the client base.
- Develop and implement financial plans tailored to individual client needs, including investment strategies, retirement planning, and wealth management.
- Stay up-to-date with industry developments, regulatory changes, and market trends to ensure clients receive the best possible advice.
- Collaborate with internal teams, including administrators, paraplanners, and compliance managers, to ensure seamless delivery of services.
- Level 4 Diploma in Financial Planning or equivalent qualification.
- CAS status for financial planning advice.
- Proven track record of converting business opportunities into revenue-generating relationships.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
- Competitive salary of £50,000 - £75,000, depending on experience and qualifications.
- Holiday pay, phone, laptop, and bonus structure to enable excellent OTE.
- Home-based role with travel to meet clients in person and use of regional offices if preferred.
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Financial Planner
4 weeks ago
Birmingham, Birmingham, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking an experienced Financial Planner to join our team at Exchange Street Claims & Financial Services. As a Financial Planner, you will be responsible for servicing a book of existing clients, focusing on retaining and growing their business.Key ResponsibilitiesProvide exceptional client service and build strong relationships with...
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Financial Planner
4 weeks ago
Birmingham, Birmingham, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking an experienced Financial Planner to join our team at Exchange Street Claims & Financial Services. As a Financial Planner, you will be responsible for servicing a book of existing clients, focusing on retaining and growing their business.Key ResponsibilitiesProvide exceptional client service and build strong relationships with...
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Financial Services Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time### Opportunity Overview Are you a seasoned Financial Advisor seeking a new challenge in Birmingham? We have an exciting opportunity for you to join a highly respected IFA firm as an employed Financial Services Professional. ### Key Highlights * Work from home with quality leads and existing clients provided * Join a business that continually improves...
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Financial Services Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time### Opportunity Overview Are you a seasoned Financial Advisor seeking a new challenge in Birmingham? We have an exciting opportunity for you to join a highly respected IFA firm as an employed Financial Services Professional. ### Key Highlights * Work from home with quality leads and existing clients provided * Join a business that continually improves...
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Financial Services Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Bank of America Full timeMerrill Financial Solutions Advisor - Birmingham & Associates MarketMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With a focus on goals-based wealth management, our team helps clients pursue their life goals through investment advice and...
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Financial Services Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Bank of America Full timeMerrill Financial Solutions Advisor - Birmingham & Associates MarketMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With a focus on goals-based wealth management, our team helps clients pursue their life goals through investment advice and...
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Financial Services Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Bank of America Full timeMerrill Financial Solutions Advisor - Birmingham & Associates MarketMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. With a focus on goals-based wealth management, our team helps clients pursue their life goals through investment advice and...
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Financial Services Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Bighornlaw Full timeAs a Financial Services Professional at The Piedmont Group, you will have the opportunity to work with a team of experienced local advisors in Birmingham, AL, who are dedicated to helping their clients achieve their financial goals. Your role will involve developing and delivering risk management strategies for each customer based on their risk profile,...
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Financial Services Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeThe Investment Advisor scheme at Okailgroup aims to provide candidates with a comprehensive range of experience and training in the financial services sector.As a key member of our team, you will provide support and assistance to our branch/desk, adapting to changing responsibilities and using them to provide professional support to our clients.Key Areas of...
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Tax Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom KPMG-UnitedKingdom Full timeJob OpportunityKPMG-UnitedKingdom is seeking a talented professional to join our Financial Services Tax team. As a Senior Manager, you will play a key role in supporting the management of client relationships and projects, and will be responsible for developing and maintaining a high level of technical knowledge across operational taxes and related areas.The...
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Financial Services Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Birmingham. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a mixture of...
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Financial Services Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team in Birmingham. As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Deliver financial planning advice to clients through a mixture of...
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Financial Services Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited.This is a unique opportunity to work from home with quality leads and existing clients provided.The business typically provides a client bank for you to take on, allowing you to focus on delivering exceptional financial services.Key...
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Financial Services Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team at Premier Jobs UK Limited.This is a unique opportunity to work from home with quality leads and existing clients provided.The business typically provides a client bank for you to take on, allowing you to focus on delivering exceptional financial services.Key...
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Financial Services Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Blessinginvestment Full timeThe Investment Advisor role at Blessinginvestment is designed to provide a comprehensive range of experience and training for candidates.As an Investment Advisor, you will provide support and assistance to the branch/desk, with duties and responsibilities changing over time. You are expected to adapt to these changing responsibilities and use them to provide...
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Financial Services Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Kamro Ltd Full timeAbout the RoleWe are seeking a highly skilled and experienced Accountant to join our team at Kamro Ltd. As a key member of our accounting department, you will be responsible for managing a diverse portfolio of clients, providing expert advice on financial matters, and ensuring all accounting functions are completed to the highest standard.Key...
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Financial Services Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Kamro Ltd Full timeAbout the RoleWe are seeking a highly skilled Accountant to join our team at Kamro Ltd. As a key member of our accounting department, you will be responsible for managing a diverse portfolio of clients, providing expert advice on financial matters, and ensuring all accounting functions are completed to the highest standard.About the ClientKamro Ltd is a...
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Financial Services Professional
2 days ago
Birmingham, Birmingham, United Kingdom Adecco Full timeJob Title: AccountantLocation: City Centre, BristolRemuneration: £18-£20 per hourContract Details: Temporary, 2-month initial periodResponsibilities:A leading financial services organisation is seeking an experienced Accountant to cover an ad-hoc project resolving historical bank reconciliation differences.As an Accountant, you will create and integrate a...
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Financial Services Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeUnique Opportunity for Experienced Financial AdvisorsWe are seeking an experienced Financial Advisor to join our highly respected IFA firm in Birmingham. As a home-based employee, you will have the opportunity to work with quality leads and existing clients, providing you with a stable and rewarding career path.Our firm is continually improving its client...
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Financial Services Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeUnique Opportunity for Experienced Financial AdvisorsWe are seeking an experienced Financial Advisor to join our highly respected IFA firm in Birmingham. As a home-based employee, you will have the opportunity to work with quality leads and existing clients, providing you with a stable and rewarding career path.Our firm is continually improving its client...