Investment Advice Specialist

Job Title: Financial Planning Advice SpecialistAbout the Role:We are seeking a highly skilled Financial Planning Advice Specialist to support the development and maintenance of Quilter Cheviot's Financial Planning Advice Standards.The successful candidate will work closely with our teams to ensure that advice standards align to strategy, service offering,...

About the FirmOur client, Independent Resourcing Consultancy Ltd, is a renowned international wealth management firm committed to delivering exceptional personal financial advice to expatriate clients worldwide.Job SummaryThis Pension Case Checker role primarily entails file review responsibilities within the UK division of a rapidly expanding international...

Job DescriptionAs a Pensions and Investment Specialist, you will play a critical role in supporting our advisors and directors in providing expert financial planning advice. Your responsibilities will include:1. Providing technical support to advisors and directors by informing and advising on financial planning factors and suitable plans and products.2....

Investment and Wealth ExpertOkailgroup is seeking an Investment and Wealth Expert to provide expert advice and guidance on investment and wealth management strategies. The successful candidate will have a strong understanding of the financial services sector and the ability to communicate complex information clearly and effectively.Key...

The King's Trust is looking for a skilled Cash and Investment Specialist to join their team in Birmingham. As a key member of the finance team, you will be responsible for ensuring the effective management of the Trust's cash and investments.The ideal candidate will have a strong understanding of cash flow analysis, liquidity reporting, and forecasting, with...

About the RoleWe are looking for an experienced Mortgage and Financial Advice Specialist to deliver high-quality training and assessment services to Apprentices. The ideal candidate will have a solid occupational experience within Financial Services across Mortgages and/or Banking.Key RequirementsSolid occupational experience within Financial Services across...

About CleverHR:We are an award-winning HR company committed to providing cutting-edge solutions for businesses. As a Savings and Investment Specialist, you will play a crucial role in helping our corporate clients achieve their financial goals. Our team is passionate about delivering exceptional results and building long-term relationships with our...

Career Opportunities in Private Client Investment AdviceBirmingham (Hybrid)£50,000 to £60,000 per annum + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsWe are seeking a highly skilled and experienced Financial Advisor to join our team and provide private client investment advice to high net worth individuals.About the Role:To provide...

About the RoleThis is a unique opportunity to join a fast-growing Discretionary Investment Manager as a senior leader in their regulatory affairs team.As the Investment Management Leader, you will be responsible for providing day-to-day Compliance advice to the Board and overseeing the management of the Compliance Monitoring plan.The ideal candidate will...

Job Title: Responsible Investment ManagerThe IGA Talent Solutions team is partnering with a large Defined Benefit pension scheme in the UK to recruit a responsible investment manager on a contract basis.This temporary role, covering an existing team member's maternity leave for 12-18 months, offers an opportunity to work closely with the investment director...

Job Description:We are looking for a Real Estate Investment Specialist to manage our shopping centre. The role involves strategic asset management, financial oversight, lease management, property development, stakeholder engagement, and compliance with legal and regulatory standards.Key responsibilities include:Coordinating with internal teams and external...

At Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management, we are seeking a Financial Services Risk Oversight Specialist to join our team. This role is part of Quilter Cheviot Financial Planning, which provides highly personalised and comprehensive financial advice for individuals...

We are seeking a seasoned Compliance specialist to lead our efforts in ensuring regulatory compliance across all aspects of our business.The ideal candidate will have extensive experience working within the investment management industry, with a strong understanding of relevant laws and regulations.As Head of Compliance, you will be responsible for...

About the Role: We are seeking a talented Paraplanner to join our team at AFH Wealth Management. As a Paraplanner, you will play a key role in delivering high-quality financial research and analysis to support our advisers and clients. This is an exciting opportunity for a motivated and organized individual who is passionate about finance and committed to...

About the RoleWe are seeking an experienced Investment Manager to join our dynamic team at SF Recruitment in Birmingham.Job DescriptionThe successful candidate will be responsible for monitoring investment portfolios daily, producing monthly investment reports, and attending treasury meetings. Additional responsibilities include analysing portfolio returns,...

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Financial Advisor with Bank of America, you will specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment...

Job BriefWe are seeking a highly experienced Head of Compliance and AML to join our team at Willow Resourcing Limited.Key Objectives:To develop and implement effective Compliance strategies to mitigate risks.To provide expert advice to the Board on Compliance-related matters.Responsibilities:Lead the Compliance team in developing and implementing Compliance...

Investment Support Role:This exciting opportunity is available at Blessinginvestment for a highly motivated and experienced Investment Advisor.The role involves providing support and assistance to the branch/desk, with a focus on adapting to changing responsibilities and using them as opportunities for learning and professional growth.Estimated Salary:...

Financial Services Career Opportunity:The Okailgroup Investment Advisor scheme offers an exciting opportunity for candidates to develop their skills and knowledge in the financial services sector. As an Investment Advisor, you will play a vital role in supporting the team and adapting to changing responsibilities, while also gaining valuable experience and...

We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management. Our sister company, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and...