Financial Advisor
3 weeks ago
The investment advisor role at Okailgroup is a chance to develop a comprehensive range of experience and training in the financial services sector.
In this position, you will provide support and assistance to the team while adapting to changing responsibilities and using them to enhance your professional growth.
Key Areas of Responsibility:
- Develop a proactive and independent approach to studying and building commercial awareness.
- Work effectively as a team member and learn the systems and processes associated with our company.
- Study and successfully complete the CISI Masters in Wealth Management within the designated timeframe.
Required Skills:
- Show evidence of leadership skills, such as sporting achievements or responsibilities.
- Communicate effectively through strong written and verbal skills.
- Show an understanding or interest in the financial services sector.
- Demonstrate a high level of attention to detail and accuracy.
-
Life Insurance Sales Leader
1 month ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeLife Insurance Sales OpportunityAdvisor GroupSales Vice PresidentJob Summary: We are seeking a Sales Vice President to join our team at Advisor Group. The ideal candidate will have a strong background in life insurance sales and a proven track record of success in building and maintaining relationships with clients.Key Responsibilities:Implement sales...
-
Insurance Sales Consultant
2 weeks ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeAbout UsAdvisor Group is a leading financial services organization dedicated to helping individuals achieve their financial goals.Job SummaryWe are seeking an experienced Insurance Sales Consultant to join our team. As a key member of our sales team, you will be responsible for prospecting advisors within the insurance industry to bring insurance planning to...
-
Strategic Insurance Solutions Consultant
2 weeks ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeCompany Overview:We are a leading member of Advisor Group, a prominent player in the insurance industry.About the Role:This is an exciting opportunity for a highly motivated and experienced Sr. Advisor Consultant to join our team within Highland Capital Brokerage.Job Summary:We are seeking a skilled professional with extensive knowledge of life, LTC, DI, and...
-
Financial Services Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Quilter Financial Planning. As a Protection Specialist, you will play a crucial role in providing expert advice to clients, ensuring their financial well-being and peace of mind.About the Role:Provide high-quality protection advice to clients, fact-finding effectively...
-
Protection Advisor
7 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJoin Our Team as a Protection Advisor and work on a Self-Employed Basis for Quilter Financial Planning, an award-winning network with a loyal client base.Your Key Responsibilities:• Provide high-quality and professional Protection advice to valued clients.• Effectively fact-find to establish clients' current finances, needs, and future aspirations.•...
-
Midlands Financial Advisor
5 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Description: As a Paraplanner at Premier Jobs UK Limited, you will play a vital role in supporting our Senior Financial Advisors in delivering exceptional financial planning services to our clients. Your key responsibilities will include providing comprehensive paraplanning support, ensuring compliance with industry regulations, and collaborating closely...
-
Trainee Financial Advisor
7 days ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob DescriptionAs a Trainee Financial Advisor with Evelyn Partners Fund Solutions Limited, you will be part of a well-respected profession at a firm with an unparalleled reputation. Your role will involve learning how to build relationships, assess clients' financial positions, and create flexible plans to evolve with them.You will also support qualified...
-
UK Financial Planner Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeOur clients, a highly successful financial services provider, are looking to expand their team with qualified financial advisors across the UK.They offer a whole-of-market approach to financial services, including wealth management, mortgage advice, commercial finance, employee benefits, and protection.Salary package on offer:£95,000 - £250,000 OTE (based...
-
Senior Financial Advisor
1 month ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeAbout the RoleHays Senior Finance is seeking a Senior Accountant to support SME businesses in Birmingham. As a trusted advisor, you will work closely with clients to provide financial guidance and support their business decision-making. Your responsibilities will include preparing financial statements, identifying commercial opportunities, trends, and risks,...
-
Financial Advisor Support Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a leading provider of financial services, with a strong focus on delivering high-quality advice to HNW individuals and SMEs.We pride ourselves on our commitment to staff retention and talent development, creating a positive work environment that fosters growth and success.Salary & BenefitsThe successful candidate...
-
Financial Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeCompany OverviewHays Senior Finance is pleased to present an exciting opportunity for a talented financial professional to join their team in Birmingham. As a trusted advisor, you will work closely with SME businesses to support their business decision-making and drive commercial growth.SalaryWe are offering a competitive salary of £40,000-£60,000 per...
-
Senior Financial Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom BDO Full timeDelivering Expert Financial AdvisoryBDO's Transaction Services team provides a wide range of financial advisory services to businesses, including financial due diligence, transaction advisory, and financial reporting. We are seeking a Senior Financial Advisor to join our team.About the RoleProject manage larger client engagements, determining project scope...
-
Financial Debt Resolution Advisor
7 days ago
Birmingham, Birmingham, United Kingdom Bell Cornwall Full timeTake your career to the next level as a Financial Debt Resolution Advisor at Bell Cornwall!About the PositionPlay a critical role in resolving debt-related issues for our clients.Develop and maintain strong relationships with clients through excellent communication skills.Contribute to the growth and success of our organization.Salary Range:£30,000 -...
-
Financial Planning Professional
6 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Title: Administration PensionsAbout Us: Premier Jobs UK Limited is a rapidly growing financial planning firm in the Midlands. We are looking for a skilled Paraplanner to join our team and provide paraplanning support to our Senior Financial Advisors.Job Overview: As a Paraplanner, you will be responsible for providing comprehensive paraplanning support...
-
Strategic Financial Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Advisor - Infrastructure Projects to join our client, a leading organisation in the property industry. This is an exciting opportunity for a talented finance professional to work on high-profile infrastructure projects and contribute to the company's continued growth and success.Key...
-
Strategic Financial Business Advisor
7 days ago
Birmingham, Birmingham, United Kingdom Inspired Thinking Group (ITG) Full timeAs a Financial Business Partner, you will be integral to driving strategic and operational decision-making for our client account teams. You will provide expert financial insights to support informed decision-making, ensuring the optimal performance of our business.About the RoleWe are seeking an experienced Strategic Financial Business Advisor to join our...
-
Financial Planning Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full timePensions Management RoleWe are seeking an experienced Paraplanning professional to join our team at Bruin Financial. As a key member of our Financial Planning department, you will be responsible for providing high-quality research and support to our advisors in the area of pensions management.Key ResponsibilitiesCarrying out in-depth research on a wide range...
-
Senior Financial Analyst
1 month ago
Birmingham, Birmingham, United Kingdom Lord Accounting & Finance Full timeJoin Lord Accounting & Finance as a Senior Financial Analyst and take on a pivotal role in bridging finance and operations during a major transition programme for a leading organisation.The CompanyOur client is a PE backed market leading specialist providing business critical services that support the infrastructure of some of the UK's largest companies...
-
Senior Wealth Management Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Greatmans Consulting Ltd Full timeJob OpportunityA leading Employee-Owned Chartered Financial Planning firm seeks a talented Senior Wealth Management Advisor to join their dynamic team. Located in Birmingham, this role offers a competitive salary of £110,000 and benefits package including equity, 7% matched pension, PHI, PMI, 25 days' holiday plus bank holidays, and the option to purchase...
-
Financial Services Operations Manager
7 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeAbout the Job">We are seeking a skilled Paraplanner to join our team in Castle Bromwich. As a key member of our financial planning department, you will support Financial Advisors in developing client recommendations and maintaining long-term relationships. "> Main Responsibilities:Provide technical support to Financial Advisors;Analyse data and create...