Chartered Financial Services Manager

Job Role SummaryA competitive salary ranging from £80,000 to £100,000 is offered for this exciting opportunity to work as a Senior Chartered Financial Adviser in the West Midlands.You will be responsible for managing and servicing an existing portfolio of clients, ensuring ongoing client satisfaction and retention, and delivering high-quality,...

About the RoleWe are seeking an experienced Chartered Building Surveyor to join our team in the Midlands. As a key member of our team, you will be responsible for managing building surveying commissions, including surveys, dilapidation advice, party wall advice, and construction projects for new builds, renovations, and maintenance works. You will work...

About the RoleWe are seeking a Senior Chartered Financial Adviser to join our team at Quilter, working closely with high net worth individuals and contributing to our ongoing success.The ideal candidate will have senior chartered financial adviser status (or working towards it) and extensive experience in holistic financial advice, including estate and IHT...

About the RoleAn exceptional opportunity awaits a high-calibre Senior Chartered Financial Adviser to manage an existing client bank of high net worth individuals with approximately £80M in funds under management.As a trusted financial partner, you will deliver holistic financial advice, including inheritance tax (IHT) planning, while providing a...

About the RoleWe are seeking a highly skilled and experienced Senior Chartered Financial Adviser to join our team at Quilter. The ideal candidate will have extensive experience in holistic financial advice, including estate and IHT planning.The role involves providing full holistic financial advice to high net worth clients, managing and servicing an...

Job DescriptionAn excellent opportunity has arisen to work within one of our established Quilter firms in the West Midlands.The role offers a fantastic package with a competitive salary ranging from £90,000 to £110,000 for the right Adviser.Key Responsibilities:Provide holistic financial advice to high net worth clients, ensuring their financial goals are...

Company BackgroundWe are a well-established and respected Chartered Financial Planning firm, committed to delivering high-quality financial advice to our clients.Role SummaryThis is a fantastic opportunity for a talented Senior Chartered Financial Adviser to join our team and work closely with clients in the West Midlands.Main DutiesOffer expert holistic...

About the JobFerguson Dean is seeking a skilled Chartered Planning Professional to join our team and provide expert financial planning advice to clients. This is an excellent opportunity for a talented professional to work with a prestigious portfolio of £25m AUM and contribute to the growth and success of our business.The ideal candidate will have a...

As a highly skilled Financial Services Expert, you will have the opportunity to work with an esteemed IFA firm in Birmingham. This unique role allows you to leverage your expertise in financial planning and advice to deliver exceptional results for clients.The ideal candidate will possess a Level 4 Diploma in Financial Advice and CAS status for financial...

About the RoleAs a Financial Services Professional apprentice at Lloyds Banking Group, you will play a key role in shaping the future of finance. This exciting opportunity will see you learn skills, gain a qualification and earn a salary while working in an extremely dynamic area of our business.You'll be part of our pioneering front office apprenticeship...

Job DescriptionFerguson Dean is seeking a highly motivated and experienced financial planning professional to join our team as a Senior Portfolio Advisor. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to build strong relationships with clients and introducers.The successful candidate...

As a leading banking group, Lloyds Bank plc is committed to delivering high-quality apprenticeship experiences. We're seeking an exceptional individual to join our Financial Services Professional apprentice program in Birmingham.The successful candidate will be part of a pioneering front office apprenticeship program, operating in a dynamic and exciting area...

Gleeds Corporate Services Ltd is looking for a highly motivated Chartered Property Professional to join their team in the Midlands. As a key member of the team, you will be responsible for managing building surveying commissions, including surveys, dilapidation advice, party wall advice, and construction projects.The ideal candidate will have sound building...

Build a Successful Career in Financial ServicesThis is an exciting opportunity to join Lloyds Bank plc as a Financial Services Professional Apprentice, where you will gain valuable skills and knowledge in financial markets and transaction solutions. With a salary of £25,000 per year, you will be well-equipped to succeed in banking.The apprenticeship...

Job Description:The ideal candidate will have a strong background in financial services, with experience in paraplanning and administration. You will be expected to provide high-quality support to our Chartered Financial Planner, including tasks such as research, data analysis, and document preparation.Key Responsibilities:Provide administrative support to...

Are you looking for a challenging and rewarding role in audit and accountancy? As a Chartered Accountant Trainee at Cooper Parry, you'll have the opportunity to work with our experienced teams to deliver high-quality services to clients across the East or West Midlands offices.Your key responsibilities will include reviewing and documenting client...

Ferguson Dean is a national Chartered Financial Planning firm seeking an experienced Wealth Manager to join their team. This role offers a competitive salary of £40,000 - £60,000 per annum, depending on experience.The successful candidate will have a minimum Diploma Level 4 qualification and be working towards Chartered status. They will also have...

**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...

About the Role:We are seeking a Senior Chartered Building Surveyor to join our Birmingham office, providing a range of building surveying duties across various projects in different sectors. This role involves managing client relationships, service delivery, design, specification, project management, and contract administration.Key Responsibilities:Working...

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...