Financial Services Specialist

Job Title: Accounts Senior SpecialistAre you a detail-oriented and organized accounting professional looking for a challenging role in financial operations?We are seeking an experienced Accounts Senior Specialist to join our team at AFH Wealth Management, a leading independent financial advisory and wealth management firm.As a key member of our Finance team,...

Job Title: Financial Planning SpecialistAbout the Role:We are seeking a Diploma qualified individual to join our team as a Financial Planning Specialist in Bromsgrove. This role involves providing ongoing annual servicing to existing clients for their financial planning needs, enabling you to maintain and build client relationships while identifying new...

Premier Jobs UK Limited is seeking an experienced Mortgage Adviser to join their team as a Mortgage & Protection Adviser. The successful candidate will have a strong background in financial planning, CAS status, and excellent communication skills. This is an exciting opportunity to work in a dynamic environment, assisting clients with their mortgage and...

Job SummaryWe are seeking a skilled Financial Advisory Specialist to join our Customer Care Team in Bromsgrove. As a key member of our team, you will play a critical role in delivering exceptional customer service and ensuring regulatory compliance.The successful candidate must have experience within the financial industry and be studying towards or have...

Job SummaryWe are seeking a detail-oriented and proactive Senior Accounts Assistant to join our finance team at Clover HR Services Limited. As a key member of the finance department, you will support the management of financial operations, ensuring accuracy and compliance with accounting standards.

About the RoleWe are seeking a skilled Financial Management Specialist to join our team at Sandvik. As a key member of our Sales organization, you will play a critical role in driving financial performance and strategic decision-making.Key responsibilities include producing period-end reports and analysis, providing long-term planning, budgeting, and...

Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at IDEX Consulting. As a key member of our compliance department, you will play a vital role in ensuring the quality of our advice services.About the RoleThe main purpose of this position is to provide expert file review services, delivering high-quality feedback to...

Job OverviewAs a Financial Regulatory Specialist at IDEX Consulting Ltd, you will be responsible for handling client complaints and ensuring the highest level of customer satisfaction.

Job DescriptionAt IDEX Consulting Ltd, we are seeking a highly skilled Complaints Specialist to join our team in the Customer Care Team.This is an exciting opportunity for a motivated and experienced individual to work with a leading Financial Advisory and Wealth Management business.The successful applicant will be responsible for carrying out investigations...

About the Career PathAre you looking for a rewarding career in financial services? Do you have a passion for helping others achieve their financial goals? As a Mortgage & Protection Adviser at AFH Wealth Management, you will have the opportunity to develop your skills and expertise in a dynamic and supportive environment.Responsibilities:Research and present...

We are looking for a skilled Financial Adviser to join our team in Bromsgrove.As a Financial Adviser, you will provide ongoing annual servicing to existing clients for their financial planning needs. This involves working closely with clients to understand their financial goals and objectives, and providing tailored advice and guidance to help them achieve...

As a Diploma qualified individual, you have the opportunity to develop your skills as a Financial Adviser in Bromsgrove with Premier Jobs UK Limited.The role involves providing ongoing annual servicing to existing clients for their financial planning needs. This enables you to maintain and build strong client relationships, whilst also spotting new business...

This is an ideal opportunity for a Diploma qualified individual keen to develop as a financial advisor in Bromsgrove.As a key member of the Premier Jobs UK Limited team, you will be providing ongoing annual servicing to existing clients for their financial planning needs.This enables you to maintain and build client relationships, whilst also giving you the...

Job OverviewThis role is ideal for a Diploma qualified individual keen to develop their skills as a Financial Adviser. As a Financial Adviser, you will be providing ongoing annual servicing to existing clients for their financial planning needs.This enables you to maintain and build client relationships, whilst also giving opportunity to spot new business...

Job OverviewA prestigious opportunity is available for a Diploma qualified individual to develop their skills as a Financial Adviser in Bromsgrove. As a key member of our team at Premier Jobs UK Limited, you will play a crucial role in providing ongoing annual servicing to existing clients, enhancing and building client relationships, and identifying new...

About the RoleWe are seeking a talented Complaints Specialist to join our team at IDEX Consulting Ltd.The ideal candidate will have experience working in the financial services sector, with a strong understanding of customer complaints procedures and regulations.The key responsibilities of this role include:Investigating client complaints and resolving them...

A highly regarded firm is seeking a skilled Financial Services Expert to provide bespoke mortgage and protection advice to clients.This full-time role offers an excellent salary, competitive compensation, and ongoing professional development opportunities.Key Responsibilities:Engage with clients to understand their financial circumstances and goals, offering...

Job DescriptionThis employed, Financial Adviser job in the UK is ideal for a Diploma qualified individual keen to develop as a financial planning professional.You will be providing ongoing annual servicing to existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to...

About the RoleWe are seeking a skilled Financial Adviser to join our team in Bromsgrove. As a Financial Adviser, you will provide ongoing annual servicing to existing clients, reviewing their financial circumstances and identifying future objectives.The ideal candidate will hold full Level 4 Diploma in Financial Planning or equivalent and have a positive...

ParaplannerWe are seeking a highly motivated and detail-oriented Paraplanner to join our team at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.This is a full-time, permanent opportunity with hybrid working and a competitive salary of £40,000 - £60,000 per annum, depending on experience.The ideal...