Financial Services Assistant

Company OverviewQuilter Financial Planning is a leading provider of financial services with a strong focus on client relationships.We are seeking a Protection Adviser to join our team, providing high-quality protection advice and building trust with valued clients.This role offers a unique chance to develop skills in:Delivering exceptional protection...

Protect Your Clients' FuturesWe are Four Oaks Financial Services, a proud member of the Quilter Financial Planning network, offering award-winning financial services to our valued clients.This exciting opportunity allows a Protection Adviser to work on a Self-Employed Basis, delivering high-quality protection advice and facts-finding to meet clients' unique...

Job OverviewWe are seeking an Experienced Financial Adviser to join our advisory team in the UK. This is a full-time, permanent position ideal for seasoned financial advisers ready to contribute to a high-standard advisory service.About the CompanyRegional Recruitment Services is a leading provider of recruitment solutions to businesses across the UK. Our...

Job Title:Financial Services AssistantThis is a full-time position with SF Recruitment, working in the finance department of a company based in Solihull town centre. The successful candidate will work on a hybrid basis, spending 2/3 days from home.About the Role:Key Responsibilities: Managing client accounts, checking completion statements, posting bills,...

Job DescriptionWe are seeking an Experienced Financial Adviser to join our advisory team in the UK. This is a full-time, permanent position ideal for seasoned financial advisers ready to contribute to a high-standard advisory service.About the RoleThis role involves supporting both clients and internal teams through excellent service and regulatory...

**A Challenging Opportunity Awaits**We are seeking a highly skilled Financial Assistant to join our team at Gleeson Recruitment Group. This 12-month Fixed-Term Contract role is an excellent opportunity for a motivated individual to gain valuable experience in finance and accounting.The successful candidate will support the finance manager with a range of...

Are you looking for a challenging and rewarding career in financial services? As a Financial Planning Apprentice, you will play a crucial role in supporting our team and developing your skills in financial planning and wealth management.Key Responsibilities:Assist with phone calls and provide exceptional customer service.Update electronic records and...

Job Title: Financial AssistantOur client, an established business in Malvern, is seeking a detail-oriented Financial Assistant to support the smooth functioning of their finance team.Key Responsibilities:Create and send student invoices via Xero to parents and agents.Raise weekly BACS runs for invoices due and post them to the ledger, ensuring accurate...

The Recruitment Duo is seeking an experienced Financial Assistant to support our Sales Ledger team on a temporary contract. This role offers an excellent opportunity for someone looking to gain valuable experience and skills in finance, particularly in sales ledger and credit control.We are working with an outstanding employer who is seeking a skilled...

Join Our Team:As a Business Development Associate at Bank of America, you will have the opportunity to work with a leading provider of comprehensive wealth management and investment products and services. You will be responsible for providing exceptional client service, ensuring timely and accurate delivery of client materials, and identifying opportunities...

Job Overview: Financial Services DirectorEstimated Salary: £80,000 - £100,000 per annumWe are seeking a highly experienced and strategic leader to join our team as a Financial Services Director. In this role, you will be responsible for overseeing the financial operations of Sandwell and West Birmingham NHS Trust.Main Responsibilities:Develop and implement...

Job Title: Experienced Financial AdviserDescription:We are seeking an experienced financial adviser to join our advisory team in the UK. This is a full-time, permanent position ideal for seasoned financial advisers ready to contribute to a high-standard advisory service.About the Role:This role involves providing expert advice to clients on financial...

About Flora and Co AssociatesWe are a reputable business based in Solihull, committed to delivering high-quality services and promoting a healthy work-life balance. Our team is passionate about supporting each other and achieving excellence in our field.About the RoleThis is an exciting opportunity for an experienced Financial Assistant Specialist to join...

Job OverviewThis role offers an excellent opportunity for a motivated and detail-oriented individual to join our team as a Financial Assistant. As a key member of our accounting department, you will be responsible for producing profit and loss accounts, managing accruals and repayments, and assisting with transactional processing...

About the OpportunityWe are excited to offer a challenging and rewarding role as a Financial Services Paraplanner at Exchange Street Claims ltd. As a key member of our financial services team, you will be responsible for analysing portfolios, producing reports, and collaborating with colleagues to deliver high-quality services to our clients.Job...

Fund Management AssistantAre you interested in a career in fund management? Do you have excellent communication skills and a keen eye for detail? We are looking for an Fund Management Assistant to join our team and support our pension administration team.In this role, you will be responsible for processing client pension payrolls, communicating with clients,...

About the RoleWe are seeking an enthusiastic and detail-oriented individual to join our team as a Financial Planning Apprentice. In this role, you will assist with various tasks including phone manning, updating electronic records, generating documents, and performing general duties.

We are looking for a Financial Services Technology Leader to join our team at Big Red Recruitment Midlands Limited. As a senior leader, you will be responsible for driving innovation and product development in the financial services sector.About the CompanyOur client is a well-established and forward-thinking software business on an ambitious journey to...

Mercedes-Benz of Stourbridge is seeking a highly skilled Financial Operations Assistant to join our team on a permanent basis.This role involves working closely with the Accounts and Admin team to manage day-to-day operations, including banking and credit control tasks.Main duties include processing daily bank statements, reconciling payments, and conducting...

Job DescriptionReview clients' changing needs and financial circumstances, keeping them informed about new financial products or changes to legislation affecting their pensions, savings, investments, and financial plans.Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims and objectives, analyzing information,...