Senior Financial Advisor

1 week ago


Bromsgrove, United Kingdom Addington Ball Recruitment Ltd Full time

We are seeking a highly skilled Senior Financial Advisor to join our team in Bromsgrove. As a Compliance Specialist, you will be responsible for preparing personal tax compliance for high net-worth individuals, liaising with clients, and explaining obligations.

Our firm is dedicated to providing a positive and nurturing working environment, with opportunities for career progression and professional development. You will receive full study support for ATT or CTA qualifications, flexible hybrid working, and a range of benefits.

The ideal candidate will have a technically strong personal compliance background and excellent communication skills, with the ability to work to tight deadlines.

Our estimate for this role is a salary of approximately £62,500 per annum, depending on experience.



  • Bromsgrove, Worcestershire, United Kingdom AFH financial group Full time

    Senior Ledger Accountant Job DescriptionWe are seeking a highly skilled and experienced Senior Ledger Accountant to join our team at AFH Wealth Management.In this key role, you will be responsible for managing and reviewing the company's financial ledgers, ensuring accurate and timely processing of financial transactions, and maintaining compliance with...


  • Bromsgrove, Worcestershire, United Kingdom AFH financial group Full time

    About the RoleWe are looking for a Senior Financial Analyst to join our team at AFH Wealth Management. This is a full-time, permanent position with hybrid working, offering a competitive salary and range of benefits. The successful candidate will have a Level 7 equivalent accounting qualification (CIMA, ACCA, ACA), minimum of part qualified or finalist, and...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Financial Planning RoleWe are seeking a highly skilled and organized Paraplanner to join our team at AFH Wealth Management, where you will play a key role in supporting our financial advisors and contributing to our ongoing success.This is a challenging yet rewarding opportunity for someone who is passionate about the financial services sector and has a keen...

  • Financial Advisor

    3 weeks ago


    Bromsgrove, United Kingdom Nfp, An Aon Company (Europe) Full time

    Job Description 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...


  • Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Limited Full time

    Company Overview: Premier Jobs UK Limited is a well-established IFA firm committed to delivering exceptional mortgage and protection services to our clients. Our team of experienced advisors is dedicated to building strong relationships and providing expert advice.Salary: £50,000 - £65,000 per annum, depending on experience.Job Description: We are seeking...


  • Bromsgrove, United Kingdom Premier Jobs UK Full time

    This employed, Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial AdviserYou 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 also giving opportunity to spot new business...


  • Bromsgrove, Worcestershire, United Kingdom Cathedral Appointments Ltd Full time

    We are looking for a driven Independent Financial Advisor to join our team at Cathedral Appointments Ltd. This is a unique opportunity for an experienced IFA to take on a challenging role that requires strong leadership skills, exceptional communication abilities, and a keen eye for business development.The successful candidate will be responsible for...

  • Financial Advisor

    2 months ago


    Bromsgrove, United Kingdom NFP, an Aon company Full time

    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...

  • Financial Advisor

    2 months ago


    Bromsgrove, United Kingdom NFP, an Aon company (Europe) Full time

    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...

  • Financial Advisor

    2 months ago


    Bromsgrove, United Kingdom NFP, an Aon company (Europe) Full time

    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...

  • Financial Advisor

    2 months ago


    Bromsgrove, United Kingdom NFP, an Aon company (Europe) Full time

    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...

  • Financial Advisor

    3 weeks ago


    Bromsgrove, United Kingdom NFP, an Aon company (Europe) Full time

    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...

  • Financial Advisor

    2 months ago


    Bromsgrove, United Kingdom NFP, an Aon company (Europe) Full time

    Job Description 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...


  • Bromsgrove, Worcestershire, United Kingdom AFH financial group Full time

    Senior Financial Operations Manager RoleWe are a dynamic and growing company seeking a highly skilled Senior Financial Operations Manager to join our team at AFH Wealth Management.In this key role, you will be responsible for overseeing the day-to-day financial operations of the company, ensuring accurate and timely processing of financial transactions, and...


  • Bromsgrove, Worcestershire, United Kingdom Cathedral Appointments Ltd Full time

    Job Summary:">Cathedral Appointments Ltd is seeking a seasoned Independent Financial Advisor to join their team. As an IFA, you will play a key role in helping clients achieve their financial goals through personalized advice and strategic planning.">The role offers a flexible working arrangement, with 2 days spent in the office and the remaining time...


  • Bromsgrove, United Kingdom Premier Jobs UK Full time

    This employed, Desk Based Financial Adviser job in Bromsgrove 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 also giving opportunity to spot new...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    Welcome to AFH Wealth Management, where we're dedicated to delivering exceptional financial advisory and wealth management services to our clients. We're seeking a talented and ambitious individual to join our team as a Financial Planning Advisor.As a key member of our team, you'll have the opportunity to contribute to our mission while developing your...

  • Financial Advisor

    3 weeks ago


    Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    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...

  • Financial Advisor

    2 months ago


    Bromsgrove, UK, Worcestershire, United Kingdom NFP, an Aon company Full time

    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...


  • Bromsgrove, Worcestershire, United Kingdom AFH financial group Full time

    Job Title: Accounts Senior SpecialistAre you a detail-oriented and organized accounting professional looking for a challenging role in financial operations?We are seeking an experienced Accounts Senior Specialist to join our team at AFH Wealth Management, a leading independent financial advisory and wealth management firm.As a key member of our Finance team,...