Wealth Management Specialist
6 days ago
Job Title: Financial Adviser
Industry: Financial Planning and Wealth Management
Location: Solihull Area
Salary: Up to £60,000 (higher salary negotiable)
Job Type: Full-time
About the Role:
We are working with a well-established and prestigious financial planning company, seeking a Financial Adviser to join their team in the Solihull area.
About the Company:
Our client is a leading provider of financial planning and wealth management services, with a strong reputation for delivering high-quality advice to their clients. They pride themselves on their expertise in the medical field and their ability to provide long-term support and advice to their clients.
Key Responsibilities:
- Provide financial planning and wealth management advice to clients
- Develop and maintain strong relationships with clients
- Assist in the development of new business opportunities
- Work closely with the existing Senior Advisers to service existing clients and develop new ones
What We Offer:
- 23 days holiday entitlement + bank holidays
- Salaries up to £60,000 (higher salaries negotiable dependent on experience)
- Fantastic work culture
- Clients to inherit from existing advisers
- Bonus scheme – 2.5 x validation – 25% accumulated thereafter hitting the threshold
- Generous company pension
- On site parking
- Career professional development
Requirements:
- Level 4 Diploma in Financial Planning
- Previous Financial Advice experience in an IFA/Wealth Management firm
- Rapport building skills
- Business development skills
About Recruit UK:
We are a specialist recruitment agency in the financial services sector, with a strong network of connections across the industry. We are committed to providing a holistic approach to recruitment, taking the time to understand our candidates' needs and preferences.
-
Wealth Management Administrator
6 days ago
Solihull, Solihull, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our team, you will be responsible for providing administrative support to our Wealth Management team.Key ResponsibilitiesProvide exceptional administrative support to our Wealth...
-
Wealth Management Administrator
6 days ago
Solihull, Solihull, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Wealth Management Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our team, you will be responsible for providing administrative support to our Wealth Management team.Key ResponsibilitiesProvide exceptional administrative support to our Wealth...
-
Junior Financial Planning Specialist
4 days ago
Solihull, Solihull, United Kingdom mbf. Full timeJob Summary:We are seeking a talented Junior Financial Planning Specialist to join our client's growing team at MBF Recruitment. As a Junior Financial Planning Specialist, you will play a crucial role in supporting the development of comprehensive financial planning suitability reports for a variety of client needs.Key Responsibilities:Drafting Financial...
-
Junior Financial Planning Specialist
4 days ago
Solihull, Solihull, United Kingdom mbf. Full timeJob Summary:We are seeking a talented Junior Financial Planning Specialist to join our client's growing team at MBF Recruitment. As a Junior Financial Planning Specialist, you will play a crucial role in supporting the development of comprehensive financial planning suitability reports for a variety of client needs.Key Responsibilities:Drafting Financial...
-
Risk Manager
7 days ago
Solihull, Solihull, United Kingdom Legal & General Resources Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Conduct Risk Specialist to join our team at Legal & General Resources Limited. As a Conduct Risk Specialist, you will play a critical role in ensuring that our financial advice conduct risk framework is robust and effective.Key ResponsibilitiesWork closely with 1st line risk teams and financial...
-
Risk Manager
6 days ago
Solihull, Solihull, United Kingdom Legal & General Resources Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Conduct Risk Specialist to join our team at Legal & General Resources Limited. As a Conduct Risk Specialist, you will play a critical role in ensuring that our financial advice conduct risk framework is robust and effective.Key ResponsibilitiesWork closely with 1st line risk teams and financial...
-
Senior Financial Advice Conduct Risk Manager
6 days ago
Solihull, Solihull, United Kingdom Legal & General Resources Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Conduct Risk Specialist to join our team at Legal & General Resources Limited. As a Conduct Risk Specialist, you will play a critical role in ensuring that our financial advice business operates within our conduct risk framework.Key ResponsibilitiesWork closely with 1st line risk teams and financial...
-
Senior Financial Advice Conduct Risk Manager
7 days ago
Solihull, Solihull, United Kingdom Legal & General Resources Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Conduct Risk Specialist to join our team at Legal & General Resources Limited. As a Conduct Risk Specialist, you will play a critical role in ensuring that our financial advice business operates within our conduct risk framework.Key ResponsibilitiesWork closely with 1st line risk teams and financial...
-
Financial Planning Specialist
7 days ago
Solihull, Solihull, United Kingdom mbf. Full timeJob Summary:Ambitious and detail-oriented Paraplanner sought by MBF Recruitment to join a dynamic wealth management business in Solihull. This is an excellent opportunity to work in a fast-paced environment, collaborating closely with advisors to provide tailored financial solutions to clients.Key Responsibilities:Drafting Comprehensive Reports: Create...
-
Financial Planning Specialist
6 days ago
Solihull, Solihull, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Adviser to join our team at Recruit UK | Certified B Corp™. As a Financial Adviser, you will play a crucial role in providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...
-
Financial Planning Specialist
7 days ago
Solihull, Solihull, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Adviser to join our team at Recruit UK | Certified B Corp™. As a Financial Adviser, you will play a crucial role in providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients,...
-
Financial Planning Specialist
4 days ago
Solihull, Solihull, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Adviser to join our team at Recruit UK | Certified B Corp™. As a Financial Adviser, you will play a key role in providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Planning Specialist
4 days ago
Solihull, Solihull, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Adviser to join our team at Recruit UK | Certified B Corp™. As a Financial Adviser, you will play a key role in providing expert financial planning and wealth management services to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking...
-
Financial Services Professional
1 week ago
Solihull, Solihull, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdviserIndustry: Financial Planning and Wealth ManagementLocation: Solihull AreaSalary: Up to £60,000 (higher salary negotiable)Job Type: Full-timeAbout the Role:We are working with a well-established and prestigious financial planning company, seeking a Financial Adviser to join their team in the Solihull area.About the Company:Our...
-
Financial Services Professional
6 days ago
Solihull, Solihull, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdviserIndustry: Financial Planning and Wealth ManagementLocation: Solihull AreaSalary: Up to £60,000 (higher salary negotiable)Job Type: Full-timeAbout the Role:We are working with a well-established and prestigious financial planning company, seeking a Financial Adviser to join their team in the Solihull area.About the Company:Our...
-
ERP Technical Delivery Specialist
3 days ago
Solihull, Solihull, United Kingdom Serco Full timeJob Summary:We are seeking an experienced ERP Technical Delivery Specialist to join our team at Serco. As an ERP Technical Delivery Specialist, you will play a key role in advising and supporting the technical elements of ERP projects and ensuring the smooth operation of our ERP systems.Key Responsibilities:Contribute to the development and implementation of...
-
ERP Technical Delivery Specialist
3 days ago
Solihull, Solihull, United Kingdom Serco Full timeJob Summary:We are seeking an experienced ERP Technical Delivery Specialist to join our team at Serco. As an ERP Technical Delivery Specialist, you will play a key role in advising and supporting the technical elements of ERP projects and ensuring the smooth operation of our ERP systems.Key Responsibilities:Contribute to the development and implementation of...
-
Portfolio Management Executive
1 week ago
Solihull, Solihull, United Kingdom Hays Specialist Recruitment Limited Full timeAbout Our CompanyHays Specialist Recruitment Limited is a leading provider of recruitment services, specializing in the placement of accounting and finance professionals.Job SummaryWe are seeking an experienced Audit and Accounts Manager to join our team. As a key member of our accounting team, you will be responsible for managing a portfolio of audit and...
-
Financial Management Specialist
4 weeks ago
Solihull, Solihull, United Kingdom Sir Josiah Mason Trust Full timePosition OverviewJob Title: Financial Management SpecialistLocation: OltonCompensation: £34,000 per annumEmployment Type: Full-time, PermanentWorking Schedule: 35 hours per week, Office-basedAbout Sir Josiah Mason Trust:Sir Josiah Mason Trust is a collective of charitable organizations dedicated to assisting individuals in need within the West Midlands. Our...
-
Conduct Risk Specialist
7 days ago
Solihull, Solihull, United Kingdom LegalAndGeneral Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Advice Conduct Risk Manager to join our team on a 6-month fixed term contract. As a key member of our risk management team, you will play a critical role in ensuring that our financial advice business operates within our conduct risk framework.Key ResponsibilitiesCollaborate closely with 1st line...