Financial Services Expert
2 weeks ago
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 expertise in managing and maximising portfolios, in line with TCF and FCA requirements.
Key Responsibilities:
- Providing financial planning advice to high net worth clients
- Management of a portfolio of approximately £25 million AUM
- Collaboration with professional introducers to discuss client requirements
- Utilization of Voyant for effective wealth management
- Maintaining up-to-date and compliant client files in conjunction with the technical team
- Adherence to continuing professional development (CPD) requirements
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Financial Services Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAbout the Role:We are seeking an experienced financial professional to join our advisory team in the UK. As a seasoned expert, you will contribute to delivering high-standard advisory services to clients and internal teams.This is a full-time, permanent position that offers opportunities for growth and development, with a competitive salary range of £50,000...
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Experienced Financial Services Expert Sought
2 weeks ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAbout the RoleWe are looking for an experienced financial services expert to contribute to our advisory team in the UK. This is a full-time, permanent opportunity for growth and development.The successful candidate will possess:A proven track record as a financial adviserOutstanding service skills and regulatory knowledgeAn ability to collaborate effectively...
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Sales and Rental Location Operations Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom Volkswagen Financial Services Full timeAbout the PositionVolkswagen Financial Services is seeking an experienced Sales and Rental Location Operations Expert to join our team.In this role, you will be responsible for managing and supporting Rental Locations to develop and execute their rental proposition in the market place while achieving corporate sales and ensuring business plans are met and...
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Financial Services Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom KM Education Recruitment Ltd Full timeJob Title: Financial Services ExpertKM Recruitment is a specialist UK-wide recruiter for the Skills and Employability sectors. We are seeking an experienced professional to join our growing delivery team as a Financial Services Expert.Key Responsibilities:Assess and coach apprentices undertaking Apprenticeships in Financial Services Level 2, Senior Financial...
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Financial Consultant Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeRegional Recruitment Services is seeking a seasoned Financial Adviser to join our advisory team in the UK. This full-time, permanent position offers an excellent opportunity for experienced professionals to contribute to a high-standard advisory service.The ideal candidate will have a strong background in financial services and a proven track record of...
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Financial Services Expert
1 week ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob Summary:We are seeking an experienced Financial Services Expert to join our team at Okailgroup. As a Financial Services Expert, you will provide support and assistance to our branch/desk, adapting to changing responsibilities and using them as opportunities for learning and professional growth.The ideal candidate will possess a proactive and independent...
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Financial Services Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeJob Description:Austin Fraser is seeking a highly competent Independent Financial Adviser to provide expert investment advice within regulatory guidelines and the firm's procedures.This role requires a deep understanding of financial products, market dynamics, and regulatory frameworks. The ideal candidate will have a proven track record in financial...
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Financial Services Delivery Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom KM Education Recruitment Ltd Full timeJob Description: Financial Services Delivery Expert We are seeking a highly experienced and skilled delivery expert to join our team as a Financial Services Delivery Expert. This is an excellent opportunity for someone who is passionate about delivering high-quality training and support to learners in the Financial Services sector.About the Role:In this...
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Financial Services Expert
1 week ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timeAs a Financial Services Expert at Premier Jobs UK, you will have the opportunity to excel in a highly respected IFA firm.We are seeking an experienced Financial Advisor who can deliver advice to clients through a combination of in-person and virtually via Microsoft Teams or regional offices.A Level 4 Diploma qualification in Financial Advice and CAS status...
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Financial Services Expert
4 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timeAs 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...
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Accounting and Financial Services Expert
4 days ago
Birmingham, Birmingham, United Kingdom EA First Full timeWe are seeking an experienced professional to fill the role of Accounting and Financial Services Expert at EA First.As a key member of our finance team, you will be responsible for managing financial information and providing expert analysis and advice to senior management.Key responsibilities include providing commentary on performance at review meetings...
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Financial Services Expert
4 weeks ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full timeExpertise Required: We seek an expert in financial services to join our Audit team in Birmingham. The ideal candidate will have ACA/ACCA qualifications or equivalent and proven experience in UK audit and accounts within a professional services firm. Local market experience is preferred.Key Responsibilities: Train and develop junior staff.Review audit team...
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Financial Services Operations Expert
1 month ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeJob Title: Financial Services Operations ExpertEstimated Salary: £28,000 - £38,000 per annum.About Our Client:Our client is a leading provider of business services, operating in the Birmingham area. They offer a range of solutions to clients, including financial analysis, budgeting, and auditing.Key Responsibilities:Analyse financial data and prepare...
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Financial Services Business Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom Inspired Thinking Group Full timeKey ResponsibilitiesThe successful candidate will be a highly motivated Financial Services Business Expert with strong analytical skills. Key responsibilities include operating in a finance business partnering capacity, supporting client account teams, and preparing monthly job trackers to gross margin level.
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Financial Services Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking a highly skilled Financial Services Expert to join our top-tier banking and finance practice in either Birmingham or Nottingham.The ideal candidate will have spent the early part of their career in a banking and finance discipline, with strong general banking experience and a desire to take the next step in their career.We...
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Senior Financial Services Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAre you ready for a new challenge? We're looking for a talented Financial Adviser to join our advisory team in the UK. This is a fantastic opportunity to take your career to the next level and work with a leading regional recruitment services provider.As a senior financial services professional, you will play a key role in delivering exceptional client...
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Financial Services Consultant
1 month ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**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...
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Financial Services Transition Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom Deutsche Bank AG Full timeJob DescriptionWe are seeking a highly skilled Financial Services Transition Expert to join our team at Deutsche Bank AG. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our Core Banking Services.The ideal candidate will have a strong background in IT and experience working in large corporate environments,...
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Financial Planning Career
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeCompany OverviewAt Quilter Financial Planning, we are committed to helping ambitious individuals achieve a rewarding career as a financial adviser. Our team is dedicated to providing expert guidance and support to our clients, ensuring they receive the best possible advice.We work with bright, ambitious individuals who share our passion for delivering...
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Financial Protection Consultant
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are proud members of the Quilter Financial Planning network, a leading provider of financial services. As a Protection Adviser, you will play a vital role in helping us deliver exceptional customer outcomes.Your main duties will include:Main Duties:Providing expert protection advice to clients, ensuring they receive the best possible...