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  Financial Services Specialist

  2 weeks ago

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  West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

  Company OverviewQuilter Financial Planning is a leading provider of financial services with a strong focus on client relationships.We are seeking a Protection Adviser to join our team, providing high-quality protection advice and building trust with valued clients.This role offers a unique chance to develop skills in:Delivering exceptional protection...

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  Financial Services Professional

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  Award-Winning Protection Adviser Opportunity

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  West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

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  Insurance Solutions Provider

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  West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

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  Protection Specialist

  4 months ago

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  West Midlands, United Kingdom Quilter Financial Planning Full time

  Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

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  Protection Specialist

  4 months ago

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  West Midlands, United Kingdom Quilter Financial Planning Full time

  Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

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  Protection Specialist

  2 months ago

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  West Midlands, United Kingdom Quilter Financial Planning Full time

  Job Description Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family...

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  Financial Planning and Advisory Specialist

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  West Midlands Combined Authority, United Kingdom IDEX Consulting Full time

  About Us">IDEX Consulting is a dynamic and client-focused financial services company that offers a unique opportunity for experienced Financial Advisers to grow their careers.">Compensation and Benefits">This role comes with a generous salary package of £57,500 - £72,000 per annum, including a car allowance and a comprehensive benefits program.">Job Role...

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  Protection Adviser

  2 weeks ago

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  West Midlands Combined Authority, United Kingdom Quilter Financial Planning Full time

  Job TitleA Protection Adviser is sought to join a leading financial services provider, focusing on holistic relationships with clients.The successful candidate will work on a self-employed basis, delivering high-quality protection advice and building trust with valued clients.This opportunity offers a unique chance to develop skills in:Delivering exceptional...

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  Investment Planning Specialist

  1 week ago

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  West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time

  Job DescriptionWe're looking for an Investment Planning Specialist to join our team at Exchange Street Claims ltd. As a key member of our financial planning team, you'll be responsible for analyzing portfolios and products.In this role, you'll produce high-quality reports and work collaboratively with your colleagues to achieve our goals.

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  Financial Planning Expert

  1 month ago

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  West Midlands Combined Authority, United Kingdom mbf Full time

  Job SummaryWe are seeking an experienced Senior Paraplanner to lead the work of our Technical team in West Midlands. As a key member of our financial planning firm, you will oversee the Technical team and provide expertise in complex financial planning matters.The successful candidate will have 5+ years' experience in a Paraplanner role, preferably in a...

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  Protection Specialist

  4 months ago

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  West Midlands, UK, UK, United Kingdom Quilter Financial Planning Full time

  Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...

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  Financial Services Professional

  2 weeks ago

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  West Bromwich, Sandwell, United Kingdom Quilter Financial Planning Full time

  Position Summary    Quilter Financial Planning is looking for a Financial Services Professional to join their team as a self-employed Protection Adviser. In this role, you will provide high-quality protection advice to our valued clients, working closely with our dedicated back-office support staff, Mortgage, Protection, and Wealth Advisers.About the...

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  Financial Planning Assistant

  3 weeks ago

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  West Midlands Combined Authority, United Kingdom Getting In Limited Full time

  About the RoleWe are seeking an enthusiastic and detail-oriented individual to join our team as a Financial Planning Apprentice. In this role, you will assist with various tasks including phone manning, updating electronic records, generating documents, and performing general duties.

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  Interim Head of Financial Planning

  5 days ago

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  West Midlands Combined Authority, United Kingdom Gleeson Recruitment Group Full time

  FP&A Expert for Top-Tier BusinessWe are pleased to offer an exciting opportunity for an experienced FP&A expert to join our client, a leading business in the West Midlands region. As an Interim Head of Financial Planning, you will play a vital role in driving financial excellence and supporting strategic decision-making within the organization.The successful...

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  Financial Planning Assistant

  5 days ago

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  West Midlands Combined Authority, United Kingdom Getting In Limited Full time

  About the RoleWe are seeking a highly organized and detail-focused individual to join our team as a Financial Planning Apprentice.Key ResponsibilitiesAssist with phone manning, ensuring timely responses to customer inquiries.Maintain accurate and up-to-date electronic records using back office systems.Generate documents from these systems to support...

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  Financial Planning Analyst Position

  1 month ago

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  West Midlands Combined Authority, United Kingdom Halfords Full time

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  Financial Officer Specialist

  3 days ago

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  West Midlands Combined Authority, United Kingdom 4Recruitment Services Full time

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  Senior Financial Planning Analyst

  2 weeks ago

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  West Midlands Combined Authority, United Kingdom Exchange Street Claims ltd Full time

  About the RoleWe are seeking an experienced financial services professional to join our team as a Senior Financial Planning Analyst. This exciting opportunity will see you work closely with our financial planners, admin, and compliance teams to deliver high-quality services to our clients.Key ResponsibilitiesAnalyse portfolios to provide insightful reports...

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  Financial Planning Specialist

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  West Bromwich, Sandwell, United Kingdom Addington Ball Recruitment Ltd Full time

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