Financial Services Support Role

3 days ago


Birmingham, Birmingham, United Kingdom Getting In Limited Full time
Job Overview

Elevation Wealth Management Limited is a fast-growing, privately owned practice providing corporate and private individuals with clear, independent financial advice. Our Apprenticeship Programme provides practical work experience to help you take the next step on the ladder towards a career in financial services.

About the Role

We are seeking a driven applicant for our Technical Administration role in finance. As a member of our small team, you will be responsible for playing a vital role supporting our team of Financial Advisers with technical administration activities.

A typical day might involve chasing third party providers for information on clients, reviewing and analysing data to produce a summary report on your findings so our Financial Advisers are well-prepared for their forthcoming client meetings.

Training and Development

You will work towards your:

  • Financial Services Administration Level 3 Apprenticeship.
  • Level 2 Functional Skills in English and maths (if required).

Our training scheme includes rotations around different parts of the business to expose you to all elements of the Technical Administration role, while also supporting you in working with our apprenticeship provider to ensure you successfully pass study modules.

What We Offer

In addition to competitive pay, we offer a supportive employer environment, flexible working arrangements, and a birthday off work. You will also have access to ongoing training and development opportunities to support your career progression.

About Us

Elevation Wealth Management Limited is a leading provider of financial services, dedicated to delivering exceptional results for our clients. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted partner in the industry.

Salary Information

The estimated salary range for this role is £22,000-£25,000 per annum, depending on experience and qualifications.



  • 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...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Quilter 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...


  • Birmingham, Birmingham, United Kingdom Getting In Limited Full time

    Job SummaryThis is an excellent opportunity for a driven and ambitious individual to join our company as a Financial Services Operations Coordinator. You will be responsible for providing administrative support to our financial advisers, including tasks such as data analysis, report preparation, and communication with clients.


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    At 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...


  • Birmingham, Birmingham, United Kingdom Jigsaw Financial Full time

    Become 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...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Quilter 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...


  • Birmingham, Birmingham, United Kingdom Getting In Limited Full time

    About Us:Wealth Management Limited is a dynamic and innovative company that provides financial services to corporate and private individuals.We value our employees' skills and expertise, offering a competitive salary and benefits package.Job Details: We are seeking a driven individual to join our team as an Administrative Professional in the Finance Sector....


  • Birmingham, Birmingham, United Kingdom Volkswagen Financial Services Full time

    As a Regional Sales Operations Manager at Volkswagen Financial Services, you will play a key role in driving sales growth and improving operational efficiency across our Western Region.Your primary responsibility will be to manage and support Rental Locations in developing and executing their rental proposition in the market place, while achieving corporate...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Job DescriptionThis role involves working closely with clients to understand their financial goals and objectives. You will be responsible for generating new business opportunities, preparing sound financial plans, and advising clients on current financial issues. As a financial planner, you will have the opportunity to build strong relationships with...


  • Birmingham, Birmingham, United Kingdom Fitzroy Support Full time

    About Fitzroy SupportFitzroy Support is a leading provider of support services to individuals with learning disabilities and autism. We are passionate about delivering high-quality care that meets the unique needs and aspirations of each individual.We are seeking a highly skilled Manager of Support Services to lead and develop a team of support workers to...


  • Birmingham, Birmingham, United Kingdom This is an IT support group Full time

    Job Title: Treasury AssistantBirmingham Women's and Children's NHS Foundation Trust, an IT support group, is seeking a highly motivated individual to join their finance department on a permanent basis.The successful candidate will form part of a small team, supporting the Senior Treasury Officer in ensuring all Treasury and Financial Accounting functions are...


  • Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full time

    Are 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...


  • Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full time

    About 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...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    Job OverviewWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. As a financial adviser, you will have the opportunity to build a successful business and help clients achieve their financial goals.The ideal candidate will have a strong work ethic, excellent communication skills, and the ability to learn and...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are proud members of the Quilter Financial Planning network, a leading provider of financial services. As a Protection Adviser, you will play a vital role in helping us deliver exceptional customer outcomes.Your main duties will include:Main Duties:Providing expert protection advice to clients, ensuring they receive the best possible...


  • Birmingham, Birmingham, United Kingdom Jigsaw Financial Full time

    Job 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...


  • Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Administrative Support for Financial ServicesWe are seeking a highly organized Administrative Support for Financial Services to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing exceptional administrative support in a fast-paced financial services environment.This role is ideal for an experienced...


  • Birmingham, Birmingham, United Kingdom Summerhill Services Limited Full time

    About the JobSumerhill Services Limited is committed to providing top-notch support services to our clients. As a Dominic Assistant, you will be part of our dynamic team that works tirelessly to maintain our facilities and ensure a positive experience for everyone.The ideal candidate will possess excellent communication skills, a strong work ethic, and a...

  • Support Specialist

    2 weeks ago


    Birmingham, Birmingham, United Kingdom Front Row Recruitment Full time

    Are you looking for a challenging role in a dynamic company? Front Row Recruitment is seeking a skilled Support Specialist - Financial Services to join their team in Birmingham.The successful candidate will have at least 2 years of experience in a support role within the financial services sector, preferably from an IFA or a provider. Strong knowledge of...


  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    Job Description: We are seeking an enthusiastic and motivated individual to join our team as a Trainee Financial Services Administrator in our Wolverhampton office.This is an excellent opportunity to develop your skills and knowledge in Financial Services and advance your career in a reputable company with a strong National Wealth Management brand.About the...