Financial Services Professional

4 weeks ago


Bromsgrove, Worcestershire, United Kingdom CleverHR Full time

We are seeking a skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, and support local communities.

Key Responsibilities
  • You will be provided with an established customer database to service and grow, while receiving ongoing support, guidance, training, and personal development to succeed in the role.
  • You will enjoy the autonomy of being home-based and responsible for managing your daily activities and diary, becoming part of a successful team of Financial Advisers.
  • You will have the opportunity to work with a well-established and respected Financial Services firm that offers savings, investment, and protection products to families and individuals across the UK.
  • Please note, you will need a full UK driving licence for this position and a clean financial background.
On Offer
  • Uncapped bonus scheme.
  • Other employee benefits including company pension.


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Role OverviewAFH Wealth Management is seeking a skilled Financial Services Professional to join our team. As a key member of our team, you will be responsible for providing ongoing service reviews to existing clients, ensuring that we deliver positive outcomes and fair value for our ongoing service clients.Key ResponsibilitiesConduct in-depth annual reviews...


  • Bromsgrove, Worcestershire, United Kingdom CleverHR Full time

    £24,000 - £45,000 OTE, uncapped earnings potential plus benefits and carAbout Our Financial Services FirmWe are a well-established and respected Financial Services firm that offers savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your customers reach their financial goals and...

  • Financial Analyst

    4 weeks ago


    Bromsgrove, Worcestershire, United Kingdom AFH financial group Full time

    Financial Analyst Role at AFH Wealth ManagementAFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK. We are committed to providing exceptional services to our clients and are seeking a skilled Financial Analyst to join our team.The Financial Analyst will be responsible for providing day-to-day support to the...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    As a key member of the AFH Wealth Management team, you will play a vital role in driving the company's success through exceptional client service and strategic financial planning. This is a full-time, permanent opportunity with a competitive salary and range of benefits.Your primary focus will be on providing ongoing service reviews to existing AFH clients,...


  • Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time

    Job Title: Financial Planning ProfessionalThis employed Financial Adviser role in Premier Jobs UK is ideal for a Diploma qualified individual keen to develop as a Financial Adviser.You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Role OverviewAFH Wealth Management is seeking a skilled Financial Services Specialist to join our team. As a key member of our advisory team, you will be responsible for providing ongoing service reviews to our existing clients, ensuring that we deliver positive outcomes and fair value for our ongoing service clients.Key ResponsibilitiesConduct in-depth...


  • Bromsgrove, Worcestershire, United Kingdom Resolve Capital Group Full time

    About Resolve Capital Group:Resolve Capital Group is a dynamic and rapidly expanding organisation with diversified businesses spanning Estate Agency, Financial Services, and Conveyancing. Our commitment to delivering exceptional service and expertise in each sector is unwavering, and we maintain the highest standards of professionalism and regulatory...


  • Bromsgrove, Worcestershire, United Kingdom Opus People Solutions Full time

    Financial Services PartnerOpus People Solutions is seeking a Financial Services Partner to assist the Senior Finance Business Partner with financial planning and analysis for Redditch Borough Council and Bromsgrove District Council.The ideal candidate will provide support with cashflow management, banking, and money market transactions, as well as assist...


  • Bromsgrove, Worcestershire, United Kingdom Exchange Street Claims & Financial Services Full time

    Job Title: Senior Disease Claims SpecialistJob Summary:We are seeking a highly skilled Senior Disease Claims Specialist to join our team at Exchange Street Claims & Financial Services. As a Senior Disease Claims Specialist, you will be responsible for handling a portfolio of disease claims, including asbestosis, HAVS, and NIHL, on a 'cradle-to-grave' basis....


  • Bromsgrove, Worcestershire, United Kingdom Exchange Street Claims & Financial Services Full time

    We are seeking a Senior Disease Claims Specialist to handle a portfolio of disease claims, working out of our office. The ideal candidate will be Cert / Dip CII qualified and have additional ACII / CILA qualifications.Key Responsibilities:Handle disease claims on a 'cradle-to-grave' basisWork with a portfolio of disease claims, including asbestosis, HAVS,...


  • Bromsgrove, Worcestershire, United Kingdom Opus People Solutions Full time

    Job DescriptionOpus People Solutions is partnering with Bromsgrove District Council to recruit an interim Financial Services Manager.About the RoleThis temporary position, lasting 6 months, will assist the Senior Finance Business Partner in preparing annual revenue estimates and monitoring income and expenditure for Redditch Borough Council and Bromsgrove...


  • Bromsgrove, Worcestershire, United Kingdom Four Squared Recruitment Ltd Full time

    We are partnering with a reputable family-run wealth management firm based in the UK to find a skilled IFA Administrator to join their dynamic team. This is a fantastic opportunity for someone with IFA administration experience to grow in a regulated environment with structured support towards becoming a chartered planner.About the RoleThe IFA Administrator...


  • Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full time

    Job Title: Financial Operations AssistantJob Summary: Clover HR Services Limited is seeking a detail-oriented and proactive Accounts Assistant to support the finance function in managing the financial operations of the group. The successful candidate will ensure accuracy and compliance with accounting standards.Key Responsibilities:1. Assist in the...

  • Financial Director

    4 weeks ago


    Bromsgrove, Worcestershire, United Kingdom Resolve Capital Group Full time

    About Resolve Capital Group:Resolve Capital Group is a dynamic and growing organisation with regulated businesses spanning Estate Agency, Financial Services, and Conveyancing. We are committed to delivering exceptional service and expertise in each of these sectors, maintaining the highest standards of professionalism and regulatory compliance. As part of...


  • Bromsgrove, Worcestershire, United Kingdom Pertemps Network Group Full time

    Job Title: Accounts AssistantJob Type: Permanent, Full-timeSalary: £23,000 - £27,000 per annumAs a key member of the finance team at Pertemps Network Group, the successful candidate will be responsible for managing accounts, processing invoices, and ensuring the smooth operation of financial processes. The ideal candidate will have previous experience in...


  • Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full time

    At Clover HR Services Limited, we are seeking a highly skilled Assistant Accountant to support our finance team in managing the financial operations of the group. The successful candidate will be responsible for ensuring accuracy and compliance with accounting standards.Key Responsibilities: Assist in the preparation of management accounts and reports....


  • Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full time

    We are seeking a detail-oriented and proactive Accounts Assistant to support our finance team at Clover HR Services Limited. The successful candidate will be responsible for managing the financial operations of the group, ensuring accuracy and compliance with accounting standards.Key Responsibilities:Assist in the preparation of management accounts and...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    About the Role:We are seeking a skilled Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our team, you will be responsible for conducting in-depth annual reviews of clients' financial circumstances, identifying future aims, objectives, and new business opportunities.Key Responsibilities:Conduct annual reviews of...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at AFH Wealth Management. As a key member of our financial planning department, you will be responsible for delivering comprehensive financial research and analysis to support our clients' investment needs.Key Responsibilities:Conduct thorough financial research and...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Job Title: Financial Planning AssistantAbout the Role:We are seeking a highly motivated and organized Financial Planning Assistant to join our team at AFH Wealth Management. As a key member of our advisory team, you will be responsible for conducting in-depth annual reviews of clients' financial circumstances, identifying future aims, objectives, and new...