Financial Planning Professional

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...

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...

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 DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at IDEX Consulting. As a key member of our compliance department, you will play a vital role in ensuring the quality of our advice services.About the RoleThe main purpose of this position is to provide expert file review services, delivering high-quality feedback to...

**Cathedral Appointments Ltd**Up to £75,000 per annum (DOE) | Hybrid | BarnstapleWe are seeking a highly motivated Independent Financial Advisor to join our team and assist clients in understanding and managing their financial goals. As an IFA, you will provide personalised advice and create strategic financial plans to help them achieve independence.The...

About Our Firm">AFH Wealth Management is a respected leader in the UK's independent financial advisory and wealth management industry, with a reputation for excellence and expertise.We have over 30 years of experience and more than 200 accredited advisers nationwide, making us one of the largest independent financial advisory firms in the UK.We pride...

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...

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...

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...

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...

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...

This employed position in Bromsgrove is ideal for a qualified individual keen to develop their skills as a Financial Adviser.As a key member of Premier Jobs UK Limited, you will provide ongoing annual servicing to existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity...

Estimated salary: £40,000 - £60,000 per annum.About the JobPremier Jobs UK Limited is seeking a highly skilled Diploma qualified individual to develop as a Financial Adviser in Bromsgrove. As a key member of our team, you will be responsible for providing ongoing annual servicing to clients for their financial planning needs.You will maintain and build...

At AFH Financial Group, we are passionate about delivering exceptional service and support to our clients and colleagues alike.We are seeking a skilled and experienced File Reviewer to join our Advice and Quality Assurance team, who can provide high-quality advice and guidance to our clients.As our File Reviewer, you will have the opportunity to develop your...

As a Diploma qualified individual, you have the opportunity to develop your skills as a Financial Adviser in Bromsgrove with Premier Jobs UK Limited.The role involves providing ongoing annual servicing to existing clients for their financial planning needs. This enables you to maintain and build strong client relationships, whilst also spotting new business...

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...

About the RoleWe are looking for a Senior Financial Analyst to join our team at AFH Wealth Management. This is a full-time, permanent position with hybrid working, offering a competitive salary and range of benefits. The successful candidate will have a Level 7 equivalent accounting qualification (CIMA, ACCA, ACA), minimum of part qualified or finalist, and...

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...

**Role Description:**We are looking for an experienced Annual Financial Review Professional to join our team in Bromsgrove. As a key member of our financial services department, you will be responsible for conducting in-depth annual reviews of clients' financial circumstances, reviewing their current arrangements and identifying future objectives.Key...

This is an ideal opportunity for a Diploma qualified individual keen to develop as a financial advisor in Bromsgrove.As a key member of the Premier Jobs UK Limited team, you will be providing ongoing annual servicing to existing clients for their financial planning needs.This enables you to maintain and build client relationships, whilst also giving you the...