Financial Planning and Analysis Role

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 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...

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 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...

**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...

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...

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...

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...

About the Role:We are seeking a highly motivated and diploma-qualified individual to join our team as a Financial Adviser.As a key member of our Premier Jobs UK team, you will be responsible for providing ongoing annual servicing to clients, maintaining and building client relationships, and identifying new business opportunities.You will conduct in-depth...

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...

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...

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...

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...

About the RoleWe are a UK-based asset manager and investment company in the social housing sector. Our goal is to deliver exceptional value to our ethical-minded investors. We are seeking an experienced Financial Analyst to play a key role in the investment analysis of potential and active investments across the portfolio.This role requires a hands-on...

Job Overview">AFH Wealth Management, a leading independent financial advisory and wealth management firm in the UK, is seeking an experienced Financial Researcher to join their team.The successful candidate will have a strong background in financial planning and research, with excellent analytical and communication skills.This role offers a competitive...

Job DescriptionWe are seeking an experienced Investment Analysis Specialist to join our team at Hireful, a UK-based asset manager and investment company in the social housing sector. As a key member of our growing real estate practice, you will play a crucial role in the investment analysis of potential and active investments across our portfolio.Your...

Job Description:We are seeking an experienced Financial Controller to oversee all financial operations within the Accounting & Finance department, developing and executing strategic financial plans and objectives.The ideal candidate will have excellent financial reporting and analysis skills, as well as strong knowledge of financial regulations and...

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...

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...

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...