Financial Advisor

12 hours ago


Birmingham, Birmingham, United Kingdom Anthony Collins Solicitors Full time

We are seeking a skilled Financial Advisor to support our clients in the Court of Protection. The ideal candidate will handle client payments, balance accounts, and provide clear financial reports.

This role offers a competitive salary of £28,000 per annum, depending on experience. You will be responsible for managing client finances, coordinating contractors, and ensuring clients can live fully independent lives.

To succeed in this position, you will need strong project management skills, proficiency in Excel, and a clean driving licence with access to a car for business use.

About the Role

This is an excellent opportunity to work with individuals who require help managing their financial affairs. Our team provides specialist support, enabling clients to live with dignity and independence.



  • Birmingham, Birmingham, United Kingdom Advisor Group Full time

    Life Insurance Sales OpportunityAdvisor GroupSales Vice PresidentJob Summary: We are seeking a Sales Vice President to join our team at Advisor Group. The ideal candidate will have a strong background in life insurance sales and a proven track record of success in building and maintaining relationships with clients.Key Responsibilities:Implement sales...


  • Birmingham, Birmingham, United Kingdom Advisor Group Full time

    About UsAdvisor Group is a leading financial services organization dedicated to helping individuals achieve their financial goals.Job SummaryWe are seeking an experienced Insurance Sales Consultant to join our team. As a key member of our sales team, you will be responsible for prospecting advisors within the insurance industry to bring insurance planning to...


  • Birmingham, Birmingham, United Kingdom Advisor Group Full time

    Company Overview:We are a leading member of Advisor Group, a prominent player in the insurance industry.About the Role:This is an exciting opportunity for a highly motivated and experienced Sr. Advisor Consultant to join our team within Highland Capital Brokerage.Job Summary:We are seeking a skilled professional with extensive knowledge of life, LTC, DI, and...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...

  • Protection Advisor

    3 weeks ago


    Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Join Our Team as a Protection Advisor and work on a Self-Employed Basis for Quilter Financial Planning, an award-winning network with a loyal client base.Your Key Responsibilities:• Provide high-quality and professional Protection advice to valued clients.• Effectively fact-find to establish clients' current finances, needs, and future aspirations.•...

  • Financial Advisor

    10 hours ago


    Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Key Opportunity for a Financial Advisor in Birmingham:We are seeking an experienced and ambitious Financial Advisor to join our team, working from home with a comprehensive portfolio of quality leads and existing clients. This role offers a perfect balance between personal and professional life.This is an exceptional chance to become part of a highly...


  • Birmingham, Birmingham, United Kingdom Okailgroup Full time

    Job Description: Financial Services AdvisorOkailgroup is looking for a highly motivated and organized Financial Services Advisor to join our team. The successful candidate will have excellent communication skills, both written and verbal, and the ability to work effectively as part of a team.Key Responsibilities:Possessing a proactive and sometimes...

  • Financial Advisor

    1 month ago


    Birmingham, Birmingham, United Kingdom Okailgroup Full time

    The investment advisor role at Okailgroup is a chance to develop a comprehensive range of experience and training in the financial services sector.In this position, you will provide support and assistance to the team while adapting to changing responsibilities and using them to enhance your professional growth.Key Areas of Responsibility:Develop a proactive...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Job Description: As a Paraplanner at Premier Jobs UK Limited, you will play a vital role in supporting our Senior Financial Advisors in delivering exceptional financial planning services to our clients. Your key responsibilities will include providing comprehensive paraplanning support, ensuring compliance with industry regulations, and collaborating closely...


  • Birmingham, Birmingham, United Kingdom Michael Page (UK) Full time

    Opportunity for a Financial Services AdvisorWe are seeking an ambitious and results-driven Financial Services Advisor to join our team in Birmingham. This is a fantastic chance to build on your existing experience in credit control and take your career to the next level.Your Key Responsibilities:Provide exceptional customer service and resolve queries...


  • Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Job DescriptionAs a Trainee Financial Advisor with Evelyn Partners Fund Solutions Limited, you will be part of a well-respected profession at a firm with an unparalleled reputation. Your role will involve learning how to build relationships, assess clients' financial positions, and create flexible plans to evolve with them.You will also support qualified...


  • Birmingham, Birmingham, United Kingdom Robert Walters UK Full time

    Birmingham-based Robert Walters UK is currently looking for a highly skilled Financial Business Advisor to join their team. The ideal candidate will possess experience in commercial finance, with strong analytical skills and ability to collaborate with senior leaders.Job OverviewThe successful candidate will be responsible for providing financial insights...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    About the RoleWe are looking for a skilled Financial Advisor to join our team in Birmingham. The successful candidate will have a strong understanding of financial planning principles and be able to deliver high-quality advice to clients.Key Tasks:Service existing clients and identify new business opportunities.Design and implement tailored financial plans...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Company OverviewPremier Jobs UK Limited is a leading provider of financial services, with a strong focus on delivering high-quality advice to HNW individuals and SMEs.We pride ourselves on our commitment to staff retention and talent development, creating a positive work environment that fosters growth and success.Salary & BenefitsThe successful candidate...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...

  • Financial Advisor

    4 weeks ago


    Birmingham, Birmingham, United Kingdom Hays Senior Finance Full time

    Company OverviewHays Senior Finance is pleased to present an exciting opportunity for a talented financial professional to join their team in Birmingham. As a trusted advisor, you will work closely with SME businesses to support their business decision-making and drive commercial growth.SalaryWe are offering a competitive salary of £40,000-£60,000 per...


  • Birmingham, Birmingham, United Kingdom Interaction Recruitment Group Full time

    Job Description: We are seeking a Senior Financial Advisor to join our team in Birmingham. As a key member of the finance department, you will be responsible for providing expert financial advice and guidance to our clients in the waste management sector.The ideal candidate will have a strong understanding of financial regulations and accounting principles,...


  • Birmingham, Birmingham, United Kingdom RCC Connect Ltd Full time

    RCC Connect Ltd invites applications for the position of Small Works and Remedials Financial Advisor.This exciting opportunity requires proven experience in a similar role, preferably within the fire and security industry.About the Job:Providing expert financial guidance and support.What We Offer:A competitive salary of £28,000 basic, with the potential for...


  • Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time

    Role OverviewWe are seeking an experienced Senior Financial Services Advisor to join our team at IDEX Consulting Ltd.As a key member of our advisory team, you will be responsible for preparing pre-approval documentation and working closely with colleagues to provide exceptional client service.This is an exciting opportunity to progress your career in...


  • Birmingham, Birmingham, United Kingdom BDO Full time

    Delivering Expert Financial AdvisoryBDO's Transaction Services team provides a wide range of financial advisory services to businesses, including financial due diligence, transaction advisory, and financial reporting. We are seeking a Senior Financial Advisor to join our team.About the RoleProject manage larger client engagements, determining project scope...