Professional Financial Planner
3 weeks ago
We are recruiting for a Professional Financial Planner to join our team in Birmingham As a Financial Advisor, you will have the opportunity to work from home with quality leads and existing clients, while being part of a highly respected IFA firm.
Your main responsibilities will include providing expert financial advice to clients, building and maintaining strong relationships, and contributing to the development of our client proposition.
- Provide tailored financial solutions to meet clients' needs.
- Maintain accurate records of client interactions and transactions.
- Stay up-to-date with industry developments and best practices.
Our benefits package includes:
- A competitive salary range of £55,000 - £75,000 per annum.
- Ongoing training and professional development opportunities.
- A dynamic and supportive work environment.
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Financial Planning Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob Title: Financial Planning ProfessionalWe are seeking a motivated and ambitious individual to fill the role of financial planning professional. This position offers:A unique blend of personal satisfaction and professional growth.An excellent opportunity to develop expertise in financial advice and guidance.The successful candidate will receive...
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Become a Self-Employed Financial Planner
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis is an exciting opportunity to join our team as a self-employed financial planner, where you will have the chance to grow your business and build lasting relationships with clients.
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Financial Planner
3 weeks ago
Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full timeAbout Jenson Fisher Consulting LtdOur client is a leading Wealth Management firm with offices based in London and are always on the lookout for high level individuals to join their team as a Financial Planner.We are seeking a talented and experienced Financial Planner who can provide independent financial planning advice and support to new and existing...
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Financial Adviser Opportunity
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...
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Financial Planner
4 weeks ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timeJob SummaryWe are seeking an experienced Financial Planner to join our award-winning Wealth Planning firm. This is a fully remote position, covering the UK wide area.The successful candidate will be responsible for providing high-quality financial planning services to clients. They will have a strong understanding of financial markets and be able to provide...
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Financial Planner Compliance Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Clayton Davies Full timeJob OverviewWe are seeking a skilled Financial Planner Compliance Specialist to join our team at Clayton Davies.About the RoleThis is a unique opportunity for an experienced professional to take on a leadership role in managing T&C processes, training, and competence for financial planners.Key Responsibilities:Manage T&C processes for supervisors and...
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Birmingham Financial Planner
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timePremier Jobs UK is seeking a seasoned Financial Planner to join our team in Birmingham. As a respected IFA firm, we offer a unique opportunity to work with existing clients and build a thriving business.The ideal candidate will possess a Level 4 Diploma in Financial Advice and CAS status for financial planning. Strong communication skills and the ability to...
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Financial Planner Professional
6 days ago
Birmingham, Birmingham, United Kingdom Ovation Finance Ltd Full timeOvation Finance Ltd is a forward-thinking firm that prioritizes its clients' life goals, not just their wealth. We are committed to creating a nurturing environment for our employees, providing internal and external training, and exam support.Our unique approach focuses on employee development, ensuring they have the skills and knowledge needed to excel in...
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Regulated Financial Planner
4 weeks ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeInvestment Advice OpportunityWe are seeking a highly skilled Regulated Financial Planner to join our respected financial services firm in the Midlands. As an Investment Advice Specialist, you will provide tailored investment advice to clients, ensuring compliance with all regulatory standards and company procedures.About the Role:The successful candidate...
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Financial Planner Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full timeJob OverviewWe are seeking a skilled Financial Planner Assistant to join our team at ARTEMIS RECRUITMENT CONSULTANTS LIMITED, based in Birmingham. This is an excellent opportunity to work with a talented team of Financial Advisers advising clients on financial strategies, plans, and products.
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Senior Financial Planner
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timePremier Jobs UK seeks a qualified and experienced Senior Financial Planner for an employed role in Birmingham. The ideal candidate will be based from home, with quality leads and existing clients provided.This is a unique opportunity to join a highly respected IFA firm who continually improves their client proposition and features in industry press for their...
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Senior Financial Planner
3 weeks ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timePinstripe Personnel is a renowned Wealth Planning firm seeking an experienced Senior Financial Planner to join their team.The role has arisen due to the firm's expansion and offers a fully remote opportunity for the right candidate.We are looking for a driven, ambitious, and experienced Financial Planner who is looking for the next step in their career. This...
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Financial Planner Analyst
3 weeks ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeAustin Fraser seeks an experienced Financial Planner Analyst to join our team. As a key member of our team, you will be responsible for providing high-quality investment solutions to clients. This role requires a strong understanding of financial markets, investment products, and regulatory requirements.Responsibilities:Interpret data from advisers following...
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Financial Markets Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Jigsaw Financial Full timeOverview of the OpportunityWe are seeking an experienced Financial Markets Professional to join our team at Jigsaw Financial. This is a unique opportunity to leverage your expertise in investment sales and business development to drive growth and success.
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IT Financial Planner
2 weeks ago
Birmingham, Birmingham, United Kingdom HS2 (High Speed Two) Full timeAbout the Job:We are seeking a skilled IT Financial Planner to join our team at HS2 Ltd. As a Business Finance Manager, you will be responsible for executing our company's financial planning, budgeting, and forecasting activities to drive business performance and benefit realization.Your primary responsibilities will include developing financial plans and...
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Financial Planner Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom Nigel James Associates Ltd Full time**Join Our Team**Nigel James Associates Ltd is a leading national wealth management firm partnering with a prestigious organization to recruit for an experienced Senior Financial Planner. This is an exciting opportunity to join a dynamic team and develop your skills and expertise in delivering high-quality financial advice to clients with complex needs.**Key...
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Paraplanning Professional in Birmingham
6 days ago
Birmingham, Birmingham, United Kingdom Financial Planning Firm Full timeWe are seeking an experienced paraplanner to join our team at this independent financial advice practice in Birmingham. As a key member of our team, you will be working closely with experienced financial planners to deliver exceptional client experiences.About the RoleYou will be responsible for preparing recommendations and suitability reports for clients,...
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Senior Financial Planner
3 weeks ago
Birmingham, Birmingham, United Kingdom Lorien Full timeJob OverviewLorien is seeking a highly skilled Senior Financial Planner to execute IT's financial planning, budgeting, and forecasting activities to drive business performance and value optimisation. The successful candidate will manage IT's finances to ensure optimal business performance.The role involves developing financial plans and forecasts in...
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Quilter Full-Time Financial Adviser Role
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob 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...
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Senior Financial Planner
2 weeks ago
Birmingham, Birmingham, United Kingdom GES - Global Experience Specialists Full timeGES - Global Experience SpecialistsWe are seeking an experienced Senior Financial Planner to join our finance team in Birmingham. This is a challenging role that requires the ability to analyze information and support financial management decisions.About the Role:The successful candidate will have AAT qualification, CIMA/ACCA part qualification or...