Financial Services Advisor
5 days ago
We are seeking a skilled Financial Services Advisor to join our Customer Operations team. As a key member of the team, you will be responsible for delivering exceptional customer experiences and ensuring operational efficiency.
Key responsibilities include managing day-to-day activities such as account opening, ongoing servicing, telephony, and high-value transactional activity. You will also ensure accurate processing of transactions and customer instructions while maintaining risk controls.
This role offers an exciting opportunity to work in a dynamic banking environment with a focus on ED&I and community growth. You will be part of a team that prioritizes customer satisfaction, operational effectiveness, and regulatory compliance.
Salaries range from £25,000 to £35,000 per annum, depending on experience and qualifications. Benefits include a comprehensive benefits package, holiday entitlement, and flexible working arrangements.
Required skills and qualifications include:
- 2+ years of experience in Financial Services.
- Knowledge of banking products and regulations.
- Desirable: Banking qualifications and experience in a similar role.
We look forward to receiving your application.
-
Financial Services Consultant
3 weeks 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...
-
Financial Services Advisor
5 days ago
Birmingham, Birmingham, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeJob DescriptionWe are seeking a Financial Services Advisor to join our team at Pro-Tax Recruitment Limited. As a Financial Services Advisor, you will work closely with clients across various industries, providing expert advice on corporate tax matters.You will be responsible for developing and maintaining client relationships, identifying business...
-
Financial Services Advisor
1 week ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob Description: Financial Services AdvisorOkailgroup is looking for a highly motivated and organized Financial Services Advisor to join our team. The successful candidate will have excellent communication skills, both written and verbal, and the ability to work effectively as part of a team.Key Responsibilities:Possessing a proactive and sometimes...
-
Financial Services Advisor
5 days ago
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeOpportunity for a Financial Services AdvisorWe are seeking an ambitious and results-driven Financial Services Advisor to join our team in Birmingham. This is a fantastic chance to build on your existing experience in credit control and take your career to the next level.Your Key Responsibilities:Provide exceptional customer service and resolve queries...
-
Life Insurance Sales Leader
2 months ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeLife Insurance Sales OpportunityAdvisor GroupSales Vice PresidentJob Summary: We are seeking a Sales Vice President to join our team at Advisor Group. The ideal candidate will have a strong background in life insurance sales and a proven track record of success in building and maintaining relationships with clients.Key Responsibilities:Implement sales...
-
Experienced Financial Advisor
2 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeFundraising Financial Expert - Premier Jobs UK LimitedWe are seeking a highly skilled Financial Advisor to join our team in Birmingham. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work independently and as part of a team.The role involves managing a comprehensive portfolio of...
-
Senior Financial Services Advisor
5 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeRole OverviewWe are seeking an experienced Senior Financial Services Advisor to join our team at IDEX Consulting Ltd.As a key member of our advisory team, you will be responsible for preparing pre-approval documentation and working closely with colleagues to provide exceptional client service.This is an exciting opportunity to progress your career in...
-
Senior Financial Advisor
3 days ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a seasoned Senior Financial Advisor - Birmingham to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will have a proven track record of providing expert financial advice to clients in the Birmingham area.The estimated salary for this role is £42,000 - £62,000 per annum, depending on experience.Key...
-
Protection Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJoin 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.•...
-
Financial Advisor
5 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeKey Opportunity for a Financial Advisor in Birmingham:We are seeking an experienced and ambitious Financial Advisor to join our team, working from home with a comprehensive portfolio of quality leads and existing clients. This role offers a perfect balance between personal and professional life.This is an exceptional chance to become part of a highly...
-
Financial Services Manager
5 days ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time £50,000 - £60,000Take your career to the next level as a Wealth Management Advisor with Ernest Gordon Recruitment Limited. We are seeking an experienced Financial Advisor to join our team and take on a portfolio of over one hundred clients.As a Wealth Management Advisor, you will be responsible for providing comprehensive financial advice and guidance to high-net-worth...
-
Midlands Financial Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Description: As a Paraplanner at Premier Jobs UK Limited, you will play a vital role in supporting our Senior Financial Advisors in delivering exceptional financial planning services to our clients. Your key responsibilities will include providing comprehensive paraplanning support, ensuring compliance with industry regulations, and collaborating closely...
-
Senior Financial Advisor
1 month ago
Birmingham, Birmingham, United Kingdom BDO Full timeDelivering Expert Financial AdvisoryBDO's Transaction Services team provides a wide range of financial advisory services to businesses, including financial due diligence, transaction advisory, and financial reporting. We are seeking a Senior Financial Advisor to join our team.About the RoleProject manage larger client engagements, determining project scope...
-
Financial Services Professional
5 hours ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timeExperienced Financial Advisor WantedPremier Jobs UK is looking for an experienced Financial Advisor to join our team in Birmingham.This is a unique opportunity to work with a highly respected IFA firm that continually improves its client proposition and features in industry press for their success.As a Financial Advisor, you will provide advice to clients...
-
Executive Administrator
4 weeks ago
Birmingham, Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout Us: St. James's Place plc is a leading Wealth Management company, distributing a range of Investment and Retirement products and financial solutions to High Net Worth clients.Fund Details: We have funds under management in excess of £184.4bn.Job Overview: As a Senior Administrator, you will provide technical and administrative support while...
-
Mortgage and Financial Advisor
5 days ago
Birmingham, Birmingham, United Kingdom Spicerhaart Group Ltd. Full timeCompany OverviewWe are Spicerhaart Group Ltd., a leading estate agency and financial services company. Our mission is to provide exceptional mortgage and protection advice to our clients.We are currently seeking an experienced Mortgage and Protection Advisor to join our team. As a key member of our team, you will be responsible for providing expert mortgage...
-
Financial Services Professional
3 days ago
Birmingham, Birmingham, United Kingdom Bank of America Full timeAbout the Role:\Merrill Financial Solutions Advisors are highly skilled professionals who help clients achieve their financial goals through tailored advice and guidance. As a Merrill Financial Solutions Advisor, you will be part of a team that specializes in wealth management, including planning for retirement, education, and legacy goals.\Your role will...
-
Financial Services Coordinator
5 days ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeWe are seeking an experienced administrator to join our team as a Financial Services Coordinator. This role will involve providing high-quality administrative support to a team of financial advisors and paraplanners.The successful candidate will be responsible for delivering seamless administrative support, managing client communications, and ensuring all...
-
Financial Services Specialist
5 hours ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timeCompany OverviewPremier Jobs UK presents a unique opportunity for an experienced Financial Advisor to join a highly respected IFA firm based in Birmingham. This home-based role offers quality leads, existing clients, and the chance to grow your portfolio through proactive activities.The business provides comprehensive back office support, allowing you to...
-
Financial Services Specialist
5 days ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time £50,000 - £60,000Wealth Management OpportunityThis is an exceptional chance for a skilled Financial Advisor to join a rapidly expanding wealth management business. The company is committed to delivering exceptional customer service and building long-term relationships with its clients. As a Financial Advisor, you will play a key role in achieving this goal by providing...