Financial Planning and Client Relationships Specialist

We are seeking a highly skilled Financial Planning Specialist to help our clients navigate complex pension options and create tailored financial strategies for a secure and comfortable retirement.Key Responsibilities:Client Consultation: Meet with clients to understand their retirement goals and current financial status, including existing pension...

Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to help clients navigate complex pension options and create tailored financial strategies for a secure and comfortable retirement.Key Responsibilities:Client Consultation: Meet with clients to understand their retirement goals and current financial status, including existing pension...

About the Role:We are seeking a skilled Financial Planning Specialist to join our team at AFH Wealth Management. As a key member of our team, you will be responsible for conducting in-depth annual reviews of clients' financial circumstances, identifying future aims, objectives, and new business opportunities.Key Responsibilities:Conduct annual reviews of...

Pension Planning SpecialistWe are seeking an experienced and driven Pension Planning Specialist with a strong focus on retirement planning and pensions to support our clients in achieving their long-term financial goals. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial...

Job Title: Financial Planning ProfessionalThis employed Financial Adviser role in Premier Jobs UK is ideal for a Diploma qualified individual keen to develop as a Financial Adviser.You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst...

Financial Planning ExpertWe are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement.Key...

Job Title: Paraplanning SpecialistAbout the Role:We are seeking a highly skilled Paraplanning Specialist to join our team at AFH Wealth Management. As a Paraplanning Specialist, you will be responsible for delivering comprehensive financial research, preparing and delivering bespoke investment reports, and participating in firm research projects.Key...

Job Title: Financial Planning AssistantAbout the Role:We are seeking a highly motivated and organized Financial Planning Assistant to join our team at AFH Wealth Management. As a key member of our advisory team, you will be responsible for conducting in-depth annual reviews of clients' financial circumstances, identifying future aims, objectives, and new...

Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at AFH Wealth Management. As a key member of our financial planning department, you will be responsible for delivering comprehensive financial research and analysis to support our clients' investment needs.Key Responsibilities:Conduct thorough financial research and...

Financial Analyst Role at AFH Wealth ManagementAFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK. We are committed to providing exceptional services to our clients and are seeking a skilled Financial Analyst to join our team.The Financial Analyst will be responsible for providing day-to-day support to the...

About the Role:We are seeking a highly skilled and motivated Financial Planning Researcher to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for delivering comprehensive financial research, preparing and delivering bespoke investment reports, and participating in firm research projects.Key Responsibilities:Conduct...

Role OverviewAFH Wealth Management is seeking a skilled Financial Services Specialist to join our team. As a key member of our advisory team, you will be responsible for providing ongoing service reviews to our existing clients, ensuring that we deliver positive outcomes and fair value for our ongoing service clients.Key ResponsibilitiesConduct in-depth...

Senior Pension SpecialistWe are seeking a highly skilled Senior Pension Specialist to join our team at NFP, an Aon company (Europe). The ideal candidate will have a strong focus on retirement planning and pensions, with a proven track record of advising clients on pension products and achieving financial goals.Key Responsibilities:Client Consultation: Meet...

Job Title: Senior Disease Claims SpecialistJob Summary:We are seeking a highly skilled Senior Disease Claims Specialist to join our team at Exchange Street Claims & Financial Services. As a Senior Disease Claims Specialist, you will be responsible for handling a portfolio of disease claims, including asbestosis, HAVS, and NIHL, on a 'cradle-to-grave' basis....

We are recruiting on behalf of a fast-growing and dynamic company based in Bromsgrove. Our client is looking for an experienced Management Accountant to join their finance team, who will be responsible for providing key financial insights, managing budgeting and forecasting processes, and supporting the senior management team with decision-making through...

We are seeking a Senior Disease Claims Specialist to handle a portfolio of disease claims, working out of our office. The ideal candidate will be Cert / Dip CII qualified and have additional ACII / CILA qualifications.Key Responsibilities:Handle disease claims on a 'cradle-to-grave' basisWork with a portfolio of disease claims, including asbestosis, HAVS,...

As a key member of the AFH Wealth Management team, you will play a vital role in driving the company's success through exceptional client service and strategic financial planning. This is a full-time, permanent opportunity with a competitive salary and range of benefits.Your primary focus will be on providing ongoing service reviews to existing AFH clients,...

We are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement. Essential Duties and...

About the RoleWe Are Workforce Ltd is seeking a highly motivated and detail-oriented Financial Operations Specialist to join their dynamic finance team. This is an excellent opportunity for an individual who thrives in a fast-paced environment and is eager to contribute to the financial operations of the company.The successful candidate will play a key role...

At AFH Wealth Management, we're committed to delivering exceptional financial services to our clients. As a Mortgage and Protection Specialist, you'll play a vital role in helping us achieve this goal.As a key member of our team, you'll be responsible for assessing clients' mortgage and protection needs, researching suitable options, and presenting tailored...