Financial Services Associate
1 week ago
As a Customer Service Associate, you will be responsible for providing a proactive and reactive service to our customers, ensuring that they meet all of their financial arrangements in-line with their own financial goals.
You will be required to accurately and compliantly complete processes and procedures, while providing the customer with a seamless and positive experience.
In addition, you will take the correct actions to deliver good customer outcomes for any customer needs, regularly reviewing and taking mitigating actions when gaps are identified to ensure good customer outcomes.
- You will educate customers in the different ways they can do their banking, supporting them in choosing the right service options for their personal needs.
- You will hone your organisational skills as you manage your diary and balance proactive conversations with planned customer meetings.
- You will conduct financial reviews with customers and provide them with accurate information, allowing them to make informed decisions on financial products and services.
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Financial Service Associate
4 days ago
Birmingham, Birmingham, United Kingdom Teleperformance Full timeAbout UsWe're a leading customer service provider, committed to delivering exceptional experiences for our clients' customers.Job DetailsAs a Customer Service Associate, you'll provide proactive and reactive support to ensure customers meet their financial goals.Responsibilities:Deliver excellent service at first contact.Complete tasks accurately and...
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Financial Services Consultant
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
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Financial Planning Associate
1 week ago
Birmingham, Birmingham, United Kingdom Bruin Full timeJob Title: Financial Planning AssociateThe role of a Financial Planning Associate at Bruin Financial involves providing exceptional support to Wealth Planners in Birmingham. With a Diploma in Financial Planning, you will be responsible for conducting high-quality research on various financial products and services, including pensions, life insurance, tax...
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Financial Services Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a leading provider of financial services with a strong focus on customer satisfaction. As a Protection Adviser, you will play a crucial role in helping clients achieve their long-term goals.Working on a self-employed basis, you will be responsible for providing high-quality protection advice to valued clients. Your duties will...
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Financial Services Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...
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Financial Services Advisor
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.This role involves utilizing...
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Business Growth Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Jigsaw Financial Full timeBecome a Business Growth Specialist - Financial Services at Jigsaw Financial and contribute to the success of our investment management business by promoting our proposition to intermediaries and financial advisers.About the RoleWe are seeking a skilled and driven individual to establish strong relationships with key stakeholders, lead business development...
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Birmingham, Birmingham, United Kingdom Goldman Sachs Bank AG Full timeAt Goldman Sachs Bank AG, we're seeking a detail-oriented Financial Services Risk Management Senior Analyst/Associate to join our team. As a key member of our Internal Audit department, you'll play a vital role in ensuring the effectiveness of our internal control structure.We're looking for individuals with 2-5 years of experience as technology auditors...
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Financial Services Expert
1 week ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAbout the Role:We are seeking an experienced financial professional to join our advisory team in the UK. As a seasoned expert, you will contribute to delivering high-standard advisory services to clients and internal teams.This is a full-time, permanent position that offers opportunities for growth and development, with a competitive salary range of £50,000...
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Financial Services Careers
7 days ago
Birmingham, Birmingham, United Kingdom Lloyds Banking Group Full timeAbout the RoleAs a Financial Services Professional apprentice at Lloyds Banking Group, you will play a key role in shaping the future of finance. This exciting opportunity will see you learn skills, gain a qualification and earn a salary while working in an extremely dynamic area of our business.You'll be part of our pioneering front office apprenticeship...
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Financial Services Professional
2 days ago
Birmingham, Birmingham, United Kingdom Lloyds Bank plc Full timeAs a leading banking group, Lloyds Bank plc is committed to delivering high-quality apprenticeship experiences. We're seeking an exceptional individual to join our Financial Services Professional apprentice program in Birmingham.The successful candidate will be part of a pioneering front office apprenticeship program, operating in a dynamic and exciting area...
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Financial Services Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob Description: Financial Services AdvisorOkailgroup is looking for a highly motivated and organized Financial Services Advisor to join our team. The successful candidate will have excellent communication skills, both written and verbal, and the ability to work effectively as part of a team.Key Responsibilities:Possessing a proactive and sometimes...
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Financial Services Business Growth Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Jigsaw Financial Full timeJob SummaryJigsaw Financial invites applications from experienced Investment Managers for a challenging role that involves promoting funds and the investment management proposition to intermediaries/advisers, establishing strong relationships with advisers, and leading and managing business development activities. The ideal candidate will have proven...
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Financial Services Professional
2 days ago
Birmingham, Birmingham, United Kingdom Lloyds Bank plc Full timeBuild a Successful Career in Financial ServicesThis is an exciting opportunity to join Lloyds Bank plc as a Financial Services Professional Apprentice, where you will gain valuable skills and knowledge in financial markets and transaction solutions. With a salary of £25,000 per year, you will be well-equipped to succeed in banking.The apprenticeship...
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Financial Services Specialist
5 days ago
Birmingham, Birmingham, United Kingdom Chris Hayes Associates Full timeChris Hayes Associates, a leading Corporate Finance Advisory firm, is seeking a highly skilled Financial Services Specialist to join their team in Birmingham.The successful candidate will have a strong academic background and be a qualified accountant with excellent communication skills. They will play a key role in various lead advisory transactions,...
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Accounting Services Associate
1 week ago
Birmingham, Birmingham, United Kingdom EA First Full timeJob DescriptionWe are seeking an Accounting Services Associate to join our finance team in the Midlands region.As a key member of the team, you will be responsible for providing high-quality accounting services to internal stakeholders, including financial planning, budgeting, and forecasting.Your primary objective will be to deliver accurate and timely...
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Senior Financial Services Professional
1 week ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAre you ready for a new challenge? We're looking for a talented Financial Adviser to join our advisory team in the UK. This is a fantastic opportunity to take your career to the next level and work with a leading regional recruitment services provider.As a senior financial services professional, you will play a key role in delivering exceptional client...
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Director of Financial Services
5 days ago
Birmingham, Birmingham, United Kingdom Grant Thornton UK Full timeAs a FAAS Financial Reporting Associate Director at Grant Thornton UK LLP, you will be responsible for delivering high-quality financial reporting services to our clients. This is an exciting opportunity to combine technical accounting expertise with leadership skills.About the OpportunityWe are seeking an experienced professional to lead on technical...
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Senior Financial Services Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeOverview:The Okailgroup Investment Advisor scheme is designed to equip candidates with a comprehensive range of experience and training in the financial services sector. This program aims to provide support and assistance to the team, while also enabling participants to adapt to changing responsibilities and utilize them for professional growth.Salary:...
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Financial Services Expert
7 days ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob Summary:We are seeking an experienced Financial Services Expert to join our team at Okailgroup. As a Financial Services Expert, you will provide support and assistance to our branch/desk, adapting to changing responsibilities and using them as opportunities for learning and professional growth.The ideal candidate will possess a proactive and independent...