Senior Financial Planning Advisor

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 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 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 highly skilled Business Strategist and Financial Advisor to join our team in Bromsgrove. As a key member of our Sales organisation, you will play a pivotal role in driving financial performance and strategic decision-making.Key ResponsibilitiesProvide financial assistance to senior management to enhance financial...

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

We are looking for a driven Independent Financial Advisor to join our team at Cathedral Appointments Ltd. This is a unique opportunity for an experienced IFA to take on a challenging role that requires strong leadership skills, exceptional communication abilities, and a keen eye for business development.The successful candidate will be responsible for...

Senior Ledger Accountant Job DescriptionWe are seeking a highly skilled and experienced Senior Ledger Accountant to join our team at AFH Wealth Management.In this key role, you will be responsible for managing and reviewing the company's financial ledgers, ensuring accurate and timely processing of financial transactions, and maintaining compliance with...

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...

Job Summary:">Cathedral Appointments Ltd is seeking a seasoned Independent Financial Advisor to join their team. As an IFA, you will play a key role in helping clients achieve their financial goals through personalized advice and strategic planning.">The role offers a flexible working arrangement, with 2 days spent in the office and the remaining time...

Company Overview: Premier Jobs UK Limited is a well-established IFA firm committed to delivering exceptional mortgage and protection services to our clients. Our team of experienced advisors is dedicated to building strong relationships and providing expert advice.Salary: £50,000 - £65,000 per annum, depending on experience.Job Description: We are seeking...

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...

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...

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...

We are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement. Essential Duties and...

Senior Financial Operations Manager RoleWe are a dynamic and growing company seeking a highly skilled Senior Financial Operations Manager to join our team at AFH Wealth Management.In this key role, you will be responsible for overseeing the day-to-day financial operations of the company, ensuring accurate and timely processing of financial transactions, and...

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...

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...

Company OverviewWe Manage Jobs (WMJobs) is a reputable organization seeking a skilled Senior Financial Manager to join our team. The ideal candidate will have extensive experience in financial management, including budgeting, forecasting, and financial reporting.Salary: The estimated annual salary for this position is £60,000 - £80,000, depending on...

Premier Jobs UK Limited is seeking a highly motivated and diploma-qualified individual to join our team as a financial advisor.As a financial advisor, you will play a vital role in providing ongoing annual servicing to existing clients, helping them to achieve their financial goals.Key responsibilities will include:Maintaining and building client...