Investment Advisory Services Specialist

17 hours ago


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

Premier Jobs UK Limited offers a challenging and rewarding role as an Investment Advisory Services Specialist. This employed position involves managing a portfolio of clients in the Wolverhampton, Bridgnorth, and Birmingham areas and providing expert investment advice to help them achieve their financial goals.

You will work closely with clients to understand their financial objectives and develop tailored investment strategies to meet their needs.

Responsibilities:

  • Provide expert investment advice to clients.
  • Develop and implement comprehensive investment plans tailored to individual client needs.
  • Build and maintain long-term relationships with clients through exceptional customer service and regular communication.
  • Identify and pursue new business opportunities to drive growth and expansion.

Salary and Benefits: £45,000 - £60,000 per annum (dependent on experience) plus excellent benefits package and ongoing professional development opportunities.



  • Wolverhampton, Wolverhampton, United Kingdom Azets Full time

    Job Title: Advisory Services ProfessionalWe are seeking a highly motivated and experienced Advisory Services Professional to join our team. As a key member of our Wealth Management team, you will play a vital role in delivering exceptional financial planning services to our clients.This is an exciting opportunity for someone who wants to work with a leading...


  • Wolverhampton, Wolverhampton, United Kingdom Austin Fraser Full time

    About the Role:We are looking for a highly organized and proactive Financial Services Support Specialist to provide administrative support to our financial advisory team. This is an excellent opportunity to gain experience and build your career in a fast-paced and dynamic environment.Respond to advisor queries and provide timely assistance (


  • Wolverhampton, Wolverhampton, United Kingdom Lime People Search & Select Ltd Full time

    Company OverviewLime People Search & Select Ltd is a leading Financial Advisory firm providing comprehensive services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals.Our team has been delivering high-quality support to the advisor team for over 20 years, establishing a strong...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time

    Opportunity Summary:We are seeking an experienced Advisory Financial Professional to join our team in Wolverhampton, Bridgnorth, and Birmingham. This role offers a unique opportunity to inherit a client bank and take over the ongoing financial planning servicing.As an Advisory Financial Professional, you will be responsible for delivering exceptional service...


  • Wolverhampton, Wolverhampton, United Kingdom LGPS Central Full time

    About LGPS CentralLGPS Central Limited is an FCA-regulated asset manager, responsible for managing the pooled assets of eight Midlands-based Local Government Pension Scheme funds. Our organisation is owned equally by all eight Partner Funds, and we are dedicated to the management of local government pension assets.We manage assets across public and private...


  • Wolverhampton, Wolverhampton, United Kingdom Azets Full time

    Job Description:We are looking for an Investment Consultant to join our Wealth Management team in the UK. This role involves working closely with clients to understand their financial goals and create personalized investment plans. The ideal candidate will have a strong understanding of UK financial regulations and tax laws, as well as excellent...


  • Wolverhampton, Wolverhampton, United Kingdom THH services Ltd Full time

    Join our Team: THH Services Ltd is a dynamic and growing company, committed to providing exceptional plumbing services to the people of Wolverhampton. We are seeking a skilled plumber to join our team and help us achieve our goals.Salary: Competitive package up to £34,000pa + Bonus's + Company van and electrical tools providedJob Description: As a Plumbing...


  • Wolverhampton, Wolverhampton, United Kingdom Austin Fraser Full time

    Company Overview:Austin Fraser is a leading Financial Advisory firm seeking a skilled Pensions Administration Coordinator to join our team.We offer a dynamic and supportive work environment where you can grow and develop your skills in financial services.


  • Wolverhampton, Wolverhampton, United Kingdom NHS Full time

    Job Title: Clinical Psychologist - Stroke ServicesAbout the Role:This is an exciting opportunity to join our team as a Clinical Psychologist in Stroke Services at West Park Hospital. As a highly specialist psychologist, you will play a crucial role in ensuring that psychological perspectives are taken into account across the service.Main Responsibilities:*...


  • Wolverhampton, Wolverhampton, United Kingdom Ernest Gordon Recruitment Full time

    We are seeking an Electrical Services Specialist to join our team at Ernest Gordon Recruitment.The successful candidate will be responsible for estimating electrical projects from a variety of sectors, including schools, hospitals, and MOD operations.The salary for this position is estimated to be between £55,000-£60,000 per annum, plus benefits such as...


  • Wolverhampton, Wolverhampton, United Kingdom Azets Full time

    Role Overview:We are seeking a skilled Wealth Management Specialist to join our team in the UK. As a key member of our Wealth Management team, you will be responsible for providing expert financial advice and planning services to our clients. The successful candidate will have a strong understanding of UK financial regulations and tax laws, as well as...


  • Wolverhampton, Wolverhampton, United Kingdom Sanctuary Personnel Ltd Full time

    At Sanctuary Personnel Ltd, we are currently seeking a highly skilled Social Services Specialist to join our team on a locum basis for a period of 3 months.The successful candidate will be required to work full-time and support discharges as part of the Discharge to Assess model. This will involve completing assessments in pathways 1, 2, and 3, carrying out...


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

    Job DescriptionThis employed Financial Adviser position provides a unique opportunity to take on a client bank and deliver exceptional financial planning services across Wolverhampton, Bridgnorth, and Birmingham. The ideal candidate will have a proven track record of delivering quality client service, identifying new business opportunities, and maintaining...


  • Wolverhampton, Wolverhampton, United Kingdom Cura Support Services Full time

    Join Our TeamCura Support Services is a leading provider of adult care services, committed to delivering high-quality support to vulnerable individuals in Wolverhampton.Job DetailsJob title: Adult Care and Support SpecialistLocation: WolverhamptonContract type: Full-time, part-time, or zero-hours contractAbout the RoleWe are seeking an experienced Care...


  • Wolverhampton, Wolverhampton, United Kingdom Comex 2000 UK Ltd Full time

    Job OverviewAt Comex 2000 UK Ltd, we are seeking a skilled Transportation Specialist to join our team. The ideal candidate will possess a full UK driver's license, HGV Licence, and NRSWA certification.This is a Competitive salary: £45,000 - £55,000 per annum opportunity that offers investment in employee development and training, career advancement...


  • Wolverhampton, Wolverhampton, United Kingdom Kenton Black Ltd Full time

    **Job Title:** Head of Facilities and Health**Location:** Midlands**Job Overview:We are looking for a highly skilled Occupational Health Specialist to join our team at Kenton Black Ltd. As a key member of our management team, you will be responsible for overseeing and ensuring the creation of a safe and healthy work environment for all employees at our Food...


  • Wolverhampton, Wolverhampton, United Kingdom RGIS Full time

    RGIS Retail Services is a leading provider of retail services in the UK. As a Retail Inventory Specialist, you will play a crucial role in ensuring that our clients' stores are well-stocked and visually appealing.We are offering a competitive salary of £11 per hour, with the potential to earn up to £520 per week. Our flexible working hours allow you to...


  • Wolverhampton, Wolverhampton, United Kingdom Rise Technical Recruitment Limited Full time

    Exciting Opportunity for HVAC ExpertsWe are seeking a highly skilled Building Services Specialist to join our team in Birmingham/Wolverhampton. As a leading provider of building services, we offer an exciting opportunity for someone to take the next step in their career.The successful candidate will be responsible for conducting insulation, airtightness, and...


  • Wolverhampton, Wolverhampton, United Kingdom Black Country Healthcare NHS Foundation Trust Full time

    Job OverviewWe are seeking a highly skilled Senior Mental Health Specialist to join our team at Black Country Healthcare NHS Foundation Trust. The successful candidate will have extensive experience working in Cancer Services and will be responsible for providing specialist psychological assessment and therapy to clients with complex conditions.This is an...


  • Wolverhampton, Wolverhampton, United Kingdom Trescal Full time

    About the RoleWe are seeking a highly skilled Calibration Services Specialist to join our team as an On-Site Test Rig Engineer at our customer embedded site in Wolverhampton.You will be responsible for calibrating measuring instrumentation used in Customer Production Test Rigs areas in accordance with Company Procedures, recognised specifications and other...