Chartered Financial Professional
1 week ago
An 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 met.
- Manage and service an existing portfolio of clients, maintaining ongoing client satisfaction and retention.
- Deliver tailored financial planning solutions, utilizing expertise in estate and IHT planning.
Required Qualifications: Senior Chartered Financial Adviser status or working towards it, and extensive experience in holistic financial advice, including estate and IHT planning.
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Chartered Planning Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Ferguson Dean Full timeAbout 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...
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Birmingham, Birmingham, United Kingdom Ferguson Dean Full timeJob 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...
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Chartered Financial Services Manager
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Full timeJob 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,...
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Chartered Financial Services Manager
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Full timeOpportunity OverviewWe are a leading financial planning firm, dedicated to delivering high-quality financial solutions and making a meaningful difference to our clients' financial futures. As a Senior Chartered Financial Adviser at Quilter, you will have the opportunity to work closely with high net worth individuals, providing expert guidance on their...
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Senior Chartered Financial Planning Expert
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Full timeAbout 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...
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Financial Markets Professional
1 week 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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Financial Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeAustin Fraser is seeking a highly skilled and experienced financial professional to join our team in Birmingham. We are looking for an individual with at least 2-5 years of experience in a small firm, preferably AAT Qualified or equivalent.As a Chartered firm, we value expertise and professionalism, and this role is ideal for someone who can demonstrate...
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Highly Experienced Chartered Financial Planner
1 month ago
Birmingham, Birmingham, United Kingdom Quilter Full timeAbout 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...
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Financial Services Professional
2 days ago
Birmingham, Birmingham, United Kingdom Lloyds Bank plc Full timeAs 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...
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Financial Planning Professional
1 week 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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Financial Services Professional
2 days ago
Birmingham, Birmingham, United Kingdom Lloyds Bank plc Full timeBuild 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...
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Financial Services Professional
1 week ago
Birmingham, Birmingham, United Kingdom Lloyds Bank plc Full timeAt Lloyds Bank plc, we offer a unique opportunity for individuals to develop their skills and knowledge in the field of finance. As a Financial Services Professional, you will join our team and work closely with experienced professionals to deliver high-quality services to our customers.The salary for this position is approximately £30,000 per year,...
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Chartered Wealth Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Full timeCompany 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...
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Chartered Property Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Gleeds Corporate Services Ltd Full timeGleeds 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...
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Apprentice Financial Markets Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Lloyds Bank plc Full timeWe're looking for an ambitious and driven individual to join our team as a Financial Markets Professional Apprentice. As a key member of our organisation, you'll have the opportunity to develop your skills and expertise in financial markets and transaction solutions.In this exciting role, you'll work closely with our experienced professionals to deliver...
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Chartered Accountant Trainee
2 weeks ago
Birmingham, Birmingham, United Kingdom RSM UK Full timeAre you looking for a challenging and rewarding career in audit and accountancy? Do you have a strong desire to learn and develop your skills in a dynamic and supportive environment?About the RoleThis is an exciting opportunity to join our Chartered Accountant Trainee programme at RSM UK. As a trainee, you will have the chance to gain hands-on experience in...
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Chartered Property Professional
2 days ago
Birmingham, Birmingham, United Kingdom Flagship Consulting Full timeAbout the RoleWe are seeking a highly skilled Chartered Building Surveyor to join our team in Birmingham. As a Senior member of staff, you will be responsible for providing expert advice to clients on property matters and will play a key role in the development of new business opportunities.The ideal candidate will have a strong track record of delivering...
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Financial Services Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeJob 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...
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Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeA reputable recruitment agency is seeking a Technical Support Executive to join their team of Chartered Financial Planners.This is an excellent opportunity for an experienced Paraplanner to take their career to the next level and work with a dynamic team.The successful candidate will be responsible for ensuring thorough understanding of the Financial...
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Chartered Building Professional
1 week ago
Birmingham, Birmingham, United Kingdom Carrington West Full timeWe are seeking an experienced Chartered Building Professional to join our Property & Building Control division in Birmingham. This is an excellent opportunity to work on high-profile projects and contribute to the company's growth and success.Role OverviewThe successful candidate will have strong technical expertise, excellent communication skills, and...