Financial Planning Expert

**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 an experienced Financial Advisor to join our team at Quilter Financial Planning. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...

Artemis Recruitment Consultants Ltd is seeking a Financial Planning Expert to join their team in Birmingham. This role comes with an estimated salary of £57,500 - £62,500.About the RoleThe job purpose comprises meeting with clients and prospective clients to provide financial planning services in accordance with company propositions, generating compliant...

Seeking a motivated and confident professional to take on a Junior Financial Adviser role in Central Birmingham. This exciting opportunity offers a salary of £60,000+ (with yearly pay reviews and discretionary bonuses). As a Financial Services Specialist, you will work with high-net-worth clients, providing expert financial planning advice.You will be...

Financial Planning and Analysis ExpertWe are seeking an experienced Financial Planning and Analysis Expert to join our team at Michael Page (UK) as a Senior Budget and Planning Manager. This six-month hybrid interim role offers an exciting opportunity to work on the annual budgeting process, financial business planning, spend review, and in-year budget...

Job DescriptionIn this role, you will have the opportunity to work on complex challenges and develop creative solutions. You will collaborate with other experts in your field and contribute to the development of innovative insights.About Our TeamOur team is passionate about workforce planning and is committed to delivering exceptional results. We are a...

Job OverviewGleeson Recruitment Group is currently partnering with a prominent organisation in Birmingham City Centre to find a qualified Management Accountant on a temp to perm basis. The successful candidate will support the Head of Finance in a variety of duties, including project work and financial reporting.Key ResponsibilitiesMonthly and Quarterly...

**Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...

Job OverviewWe are seeking a skilled Financial Planning Specialist to join our team in Birmingham, UK. As a key member of our Technical Team, you will support our Financial Advisers in providing expert financial strategies and plans for clients.

Financial Services ExpertWe are seeking a seasoned financial services expert to develop and implement risk management strategies for clients based on their unique needs and risk profiles.Responsibilities:Develop and implement tailored risk management strategies for clients.Maintain up-to-date knowledge of industry developments and policy changes to ensure...

**Job Title:** High-Net-Worth Financial Planning Expert**Location:** Flexible working arrangements available**Salary:** Competitive package plus company benefits**About our client:**A well-established and respected financial planning firm is seeking an experienced Senior Paraplanner to lead the work of the Technical team. With a strong focus on delivering...

About the RoleA talented Financial Planning Analyst is sought by Marc Daniels to join their team in West Drayton. This exciting opportunity is mostly remote, with occasional visits to the office.Key ResponsibilitiesCollaborate with the Ho FP&A and Reporting to gain insights into financial performance drivers.Deliver concise and impactful financial summaries...

Role Overview:We are seeking a skilled Financial Planning Assistant to join our team in Birmingham. This is an ideal opportunity for someone with 2-3 years of experience in financial services administration who is looking to step into a role that offers meaningful support, development opportunities, and a great work-life balance.About the Job:The successful...

Experienced in providing high-quality financial planning advice, IDEX Consulting seeks a skilled Associate Financial Planner to excel in client-centric goals-based lifestyle focus.This role involves working closely with an existing partner to refine and develop exceptional Financial Planning skills.The ideal candidate will have a deep appreciation for cash...

Commercial / Cost AccountantWe are seeking a skilled Commercial / Cost Accountant to join our team at CV-Library, a market-leading scaffolding contractor based in the Midlands. As an Estimator, you will have the opportunity to develop your expertise in financial planning and management.The ideal candidate will possess excellent relationship-building and...

Job DetailsWe are partnered with a well-established Chartered Financial planning firm seeking a Trainee Paraplanner to support their Financial Planner.Assist the Financial Planner in providing expert guidance to clients.Prepare for client meetings by gathering relevant information and data.Contribute to the development of financial plans and...

About CleverHR:As a forward-thinking HR company, we strive to provide innovative solutions for our clients. Our team is dedicated to delivering exceptional service and support.Come join us as a Financial Planning Consultant and be part of our mission to revolutionize the way companies manage their financial planning needs. With this role, you will have the...

Join 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.•...

About 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...

About the RoleSF Executive is proud to be partnering with a reputable charity in Birmingham to find a new Trustee Treasurer (pro bono) who can contribute their expertise.This is an exciting opportunity to play a key role in shaping the success of a vital organisation that makes a significant impact on the visually impaired and disabled community in the...