Financial Services Support Specialist
2 weeks ago
We are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm, Templegate Recruitment Limited.
Key Responsibilities- Providing administrative support to a senior financial professional
- Experience in a paraplanning role
- Strong analytical and problem-solving skills
- A competitive salary of £40,000 - £45,000 per annum, depending on experience and qualifications
- Hybrid working arrangements
- Parking facilities
- Lunch provided
- Pension plan
- Examination support
- Sick pay
- 25 days' annual leave, plus bank holidays
Edgbaston, Birmingham (office-based)
-
Financial Services Consultant
1 week 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 Operations Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Calco Services Full timeJob Title: Financial Operations SpecialistWe are seeking a highly organised and detail-focused Financial Operations Specialist to join our team at Calco Services.About the Role:The successful candidate will have experience in working on large-scale finance projects, with a strong understanding of financial processes and procedures.They will be responsible...
-
Executive Administrator
3 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...
-
Financial Services Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Quilter Financial Planning. As a Protection Specialist, you will play a crucial role in providing expert advice to clients, ensuring their financial well-being and peace of mind.About the Role:Provide high-quality protection advice to clients, fact-finding effectively...
-
Financial Services Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking a highly skilled Financial Services Specialist to join our Business Assurance Team at IDEX Consulting. This is an exciting opportunity for a career-driven individual who wants to make a meaningful impact in the financial services industry.What's In It for You:Career Growth: Develop your expertise in a supportive environment with...
-
Senior Financial Services Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeUnlock your full potential as a Senior Financial Services Specialist with Premier Jobs UK Limited in Birmingham. This exceptional opportunity allows you to work from home, leveraging quality leads and existing clients provided by the company.This is a unique chance to join a highly respected Independent Financial Advisory firm that consistently pushes...
-
Financial Services Tax Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom KPMG-UnitedKingdom Full timeJob Title: Financial Services Tax SpecialistWe are seeking a highly skilled Financial Services Tax Specialist to join our dynamic team at KPMG-UnitedKingdom. This is an exciting opportunity for a talented individual to work with leading financial institutions and contribute to the growth of our business.About the Role:Develop and maintain technical expertise...
-
Financial Services Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom CleverHR Full timeSalary: £55,000 per annum + Bonus and BenefitsThis is an exciting opportunity for a dynamic and experienced Financial Adviser to join our team at CleverHR in Birmingham. As a Financial Services Specialist, you will be responsible for providing expert advice to corporate and private individuals, delivering integrated holistic advice that meets their...
-
Financial Services Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Career Legal Full timeJob OverviewCareer Legal is seeking an experienced Financial Services Specialist to join their team. As a key member of the finance department, you will be responsible for providing support on various finance transformation projects and assisting with management accounts, reporting, budgeting, and reforecasting functions.About the RoleThis 12-month fixed...
-
Financial Support Specialist
6 days ago
Birmingham, Birmingham, United Kingdom Selco Builders Warehouse Full timeJob OverviewWe are seeking a skilled Financial Support Specialist to join our team at Selco Builders Warehouse. As a key member of our finance department, you will be responsible for ensuring the smooth operation of our banking systems.
-
Retail Window Cleaner
5 days ago
Birmingham, Birmingham, United Kingdom Nationwide Specialist Services Full timeNationwide Specialist Services is a leading provider of retail window cleaning services. We are seeking a motivated and experienced window cleaner to join our team in your local area.About the Role:This is a fantastic opportunity for someone who wants to start a new career in retail window cleaning.The ideal candidate will have a strong work ethic, excellent...
-
Financial Services Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Curtis Recruitment Full timeAbout the RoleCurtis Recruitment is seeking an experienced Financial Services Specialist to join its team in Birmingham. The successful candidate will be responsible for managing a portfolio of clients within the Corporate Services department, with a focus on the firm's Not For Profit specialism.Key ResponsibilitiesPlan, organise and manage client...
-
Financial Administrator
4 weeks ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Administrator / Client Services SpecialistJob Description:Our client, a leading IFA firm, is seeking an experienced Financial Administrator / Client Services Specialist to join their high-performing team in Birmingham. The ideal candidate will possess excellent administration skills, a strong technical knowledge of financial products,...
-
Senior Financial Support Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time**About the Role**We are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm. In this role, you will be responsible for executing the technical aspects of client meeting preparation, including conducting regular reviews, analysing opportunities, and crafting suitability reports.**Key...
-
Financial Support Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Bennett And Game Recruitment Full timeJob OverviewBennett And Game Recruitment is working with a Manufacturing Company based in Worchester to find a Financial Support Specialist. The role is full-time, permanent, and offers a salary of £25,000 - £30,000.Key Responsibilities:Process and validate invoices for accuracy and completeness.Categorize and post invoices to the company ledger...
-
Financial Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Brunelcare Full timeOverviewBrunelcare, a renowned charity providing exceptional care and support services in the South West, invites applications for a Financial Planning Specialist role.
-
Financial Services Risk Oversight Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter plc Full timeAt Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management, we are seeking a Financial Services Risk Oversight Specialist to join our team. This role is part of Quilter Cheviot Financial Planning, which provides highly personalised and comprehensive financial advice for individuals...
-
Support Services Specialist
1 week ago
Birmingham, Birmingham, United Kingdom ENGINEERINGUK Full timeWe are seeking a Support Services Specialist to join our team at ENGINEERINGUK, providing expert legal and financial support to individuals and businesses.As a key member of our team, you will be responsible for taking client instructions, providing advice, and assisting with evidence and litigation. Your role will involve staying up-to-date with relevant...
-
Financial Administrator Support Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full timeAbout the RoleWe are seeking a highly skilled Financial Administrator Support Specialist to join our team on a 12-month maternity cover basis.The successful candidate will be responsible for supporting the Finance Manager with various tasks including processing invoices, reconciliations, and cash allocation. This is an excellent opportunity for someone...
-
Financial Planning Support Specialist
5 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Full timeJob SummaryThis Financial Planning Support Specialist role in Birmingham is available within a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs. The business has a high staff retention and prides itself on developing their internal talent.The successful candidate will be providing technical, research and...