Financial Services Specialist

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...

Job SummaryCleverHR is pleased to represent a well-established 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 savings aspirations.This opportunity would suit an enthusiastic and confident individual...

About AFH Wealth ManagementAFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction.Job SummaryWe are seeking an experienced Senior Financial Analyst to join our Finance team as a Management Accountant. This role will be...

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...

About the RoleWe Are Workforce Ltd is seeking a highly motivated and detail-oriented Financial Operations Specialist to join their dynamic finance team. This is an excellent opportunity for an individual who thrives in a fast-paced environment and is eager to contribute to the financial operations of the company.The successful candidate will play a key role...

We are seeking a highly skilled Financial Planning Specialist to help our clients navigate complex pension options and create tailored financial strategies for a secure and comfortable retirement.Key Responsibilities:Client Consultation: Meet with clients to understand their retirement goals and current financial status, including existing pension...

£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...

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 ResponsibilitiesYou will be provided with an established customer database to service and...

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...

Job SummaryWe are seeking a skilled Homeownership Specialist to join our team at IRIS -Networx Services.As a Homeownership Specialist, you will be responsible for shared ownership sales, re-sales and staircasing activities.You will work collaboratively with internal teams, estate agents, solicitors and financial advisers to drive and progress the sale of...

About the Role SF Group is currently seeking a skilled Financial Account Specialist to join their team at a well-established business based in Bromsgrove. As a key member of the finance department, you will be responsible for managing the sales ledger, processing payments, and maintaining accurate financial records.This permanent position requires an...

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,...

We are seeking a skilled and motivated Financial Reporting Specialist to join our client's dynamic finance team. The ideal candidate will thrive in a fast-paced setting, with the right support, training and development around.Job OverviewThe role is pivotal to the success of the business and continued growth in a rapidly evolving market. You will be...

We are seeking an experienced Disease Claims Specialist to join our team at Phoenix Liability Services.The ideal candidate will have a minimum of 5 years experience in handling disease claims, primarily dealing with NIHL, HAVS, Upper Limb Disorder and Respiratory claims.Key responsibilities will include:Handling disease claims from initial assessment to...

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...

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...

About Us:">Cathedral Appointments Ltd is a leading provider of wealth management services. We are committed to delivering exceptional client experiences and building long-term relationships.">Job Description:">We are seeking an Independent Financial Advisor to join our team. As an IFA, you will work closely with clients to understand their financial goals...

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...

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...

Mortgage & Protection Adviser Job OpportunityWe are seeking a highly experienced Mortgage & Protection Adviser to join our widely respected IFA firm in Bromsgrove. As a key member of our team, you will be responsible for assisting our new and existing clients with their mortgage and protection needs, providing expert guidance and support throughout the...