Financial Planning Specialist

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...

Job OverviewAFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We are seeking a Financial Planning and Analysis professional to join our Finance team. As a key member of our team, you will be responsible for providing day-to-day support to the management accounts team, ensuring up-to-date...

Job DescriptionWe are seeking a seasoned Financial Planning Specialist to help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies. The ideal candidate will have strong communication skills to explain pension concepts clearly and concisely.Key Responsibilities:Meet with clients to understand their...

Are you passionate about financial planning in the entertainment industry?Addington Ball Recruitment Ltd is seeking a Senior Accountant to join their team. This role will involve supporting a niche portfolio of clients across the film and sport industries.This is a fantastic opportunity for someone with experience in taxation and compliance. You will be...

We are seeking a highly skilled Financial Planning Director to join our team at The Spire Church of England Learning Trust.The successful candidate will be responsible for developing comprehensive financial plans, budgets, and forecasts that ensure the financial health of our Trust. With 37 hours per week, term-time only plus 30 days, this role offers a...

Job OverviewThis employed position in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser. You will be providing ongoing annual servicing to existing clients for their financial planning needs, maintaining and building client relationships while spotting new business opportunities.The role involves conducting...

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...

About the Role:We are seeking a highly motivated and diploma-qualified individual to join our team as a Financial Adviser.As a key member of our Premier Jobs UK team, you will be responsible for providing ongoing annual servicing to clients, maintaining and building client relationships, and identifying new business opportunities.You will conduct in-depth...

Financial Management Specialist Job DescriptionWe are seeking an experienced Financial Management Specialist to join our team at a forward-thinking accountancy practice in the Bromsgrove area. This is an excellent opportunity for a qualified accounting professional to take on a challenging role and utilize their skills to manage client finances.Salary:The...

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,...

Company OverviewMortgage & Protection Adviser Role in BromsgrovePremier Jobs UK Limited is a leading IFA firm providing comprehensive financial planning services to individuals and families.

Welcome to AFH Wealth Management, where we're dedicated to delivering exceptional financial advisory and wealth management services to our clients. We're seeking a talented and ambitious individual to join our team as a Financial Planning Advisor.As a key member of our team, you'll have the opportunity to contribute to our mission while developing your...

About This RoleNFP, an Aon company (Europe) is seeking an experienced Office Manager to join our financial planning team in Bromsgrove.This role will oversee administrative functions, coordinate team activities, and manage office logistics while serving as a key support resource for the team.Key Responsibilities:Manage and coordinate schedules, meetings, 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...

AFH Wealth Management is a leading independent financial advisory firm in the UK.About UsWe pride ourselves on our people-centric approach to business, and we're committed to providing excellent career opportunities for ambitious individuals like you.This role may appeal to a diploma-qualified adviser seeking to develop their client relationships skills...

Job OverviewSandvik, a global high-tech engineering group, seeks an experienced Financial Planning Manager to join their team in Bromsgrove.About the RoleThe ideal candidate will possess a strong accounting background and excellent analytical skills. As a Business Controller, you will be responsible for producing period-end reports and analysis, providing...

About the Role: As a Financial Planning Coordinator at IDEX Consulting Ltd, you will play a vital part in ensuring the highest level of customer satisfaction. Your primary responsibility will be to investigate and resolve client complaints in a timely and professional manner. You will also support the analysis of customer feedback processes and ensure that...

About the RoleWe are seeking a highly motivated and diploma-qualified individual to join our team as a Financial Adviser in Bromsgrove. In this exciting opportunity, you will be responsible for delivering excellent customer service, developing strong relationships with existing clients, and identifying new business prospects. Your primary goal will be to...

Financial Planning RoleWe are seeking a highly skilled and organized Paraplanner to join our team at AFH Wealth Management, where you will play a key role in supporting our financial advisors and contributing to our ongoing success.This is a challenging yet rewarding opportunity for someone who is passionate about the financial services sector and has a keen...

Job Description:We are currently seeking an experienced File Reviewer or Paraplanner looking for a change to join our team as a Compliance Monitoring Officer Hybrid at IDEX Consulting.As a key member of our team, you will be responsible for conducting advice quality audits both on a pre-submission and post-submission basis.You will provide a file review...