Financial Services Specialist

2 days ago


Birmingham, Birmingham, United Kingdom KM Education Recruitment Ltd Full time
About the Role

We are seeking an experienced Financial Services Specialist to join our delivery team. As a key member of our team, you will be responsible for assessing and coaching Apprentices undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3, and Mortgage Advisor Level 3.

Key Responsibilities
  1. Deliver high-quality training and support learners through their Functional Skills Maths and English to Level 2.
  2. Record professional discussions on specific units/topics based on knowledge, independent research, and reflective accounts.
  3. Organise and maintain documentation on learners' progress.
  4. Work to learner review and completion timescales.
Requirements
  • A solid occupational experience within Financial Services across Mortgages and/or Banking.
  • A recognised Assessor Award (A1, CAVA or TAQA) or willingness to work towards one.
  • Excellent IT skills and confident use of IT and online systems.
  • A full, clean driving licence and vehicle use (flexible with travel, as required).


  • 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...


  • Birmingham, Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About 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...


  • Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full time

    Unlock 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...


  • Birmingham, Birmingham, United Kingdom IDEX Consulting Full time

    About 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...


  • Birmingham, Birmingham, United Kingdom KPMG-UnitedKingdom Full time

    Job 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...


  • Birmingham, Birmingham, United Kingdom CleverHR Full time

    Salary: £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...

  • Retail Window Cleaner

    2 weeks ago


    Birmingham, Birmingham, United Kingdom Nationwide Specialist Services Full time

    Nationwide 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...


  • Birmingham, Birmingham, United Kingdom Curtis Recruitment Full time

    About 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...

  • Support Specialist

    2 days ago


    Birmingham, Birmingham, United Kingdom Front Row Recruitment Full time

    Are you looking for a challenging role in a dynamic company? Front Row Recruitment is seeking a skilled Support Specialist - Financial Services to join their team in Birmingham.The successful candidate will have at least 2 years of experience in a support role within the financial services sector, preferably from an IFA or a provider. Strong knowledge of...


  • Birmingham, Birmingham, United Kingdom Career Legal Full time

    Job 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...


  • Birmingham, Birmingham, United Kingdom Quilter plc Full time

    At 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...


  • Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job 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,...


  • Birmingham, Birmingham, United Kingdom Pro-Tax Full time

    Join Our Team of ExpertsWe are seeking a highly skilled Tax Professional to join our Pro-Tax team as a Financial Services Taxation Specialist.About the OpportunityThis role offers an exceptional opportunity to specialise in Financial Services and work with leading global financial institutions, providing advisory services to clients across various...


  • Birmingham, Birmingham, United Kingdom Recruitment Services UK Full time

    Financial Ledger CoordinatorA highly organized and detail-oriented individual is required to coordinate the financial activities of DP Building Systems Limited. The successful candidate will be responsible for collating supplier invoices, requesting supplier statements, and reconciling these to our ledger. They will also prepare bi-weekly payment lists and...


  • Birmingham, Birmingham, United Kingdom BDO UK Full time

    About the RoleWe are looking for an experienced Internal Audit Specialist - Financial Services to join our team at BDO UK. As a key member of our internal audit team, you will be responsible for delivering high-quality audits and providing expert advice to our clients in the Financial Services sector.Key Responsibilities:Delivering internal audit reviews and...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Career OpportunityBirmingham, UK (Hybrid)£50,000 to £60,000 per annum + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsThis is an exciting opportunity for a Financial Adviser to take on a portfolio of over one hundred clients and drive growth through organic expansion and strategic partnerships.The successful...


  • Birmingham, Birmingham, United Kingdom KM Education Recruitment Ltd Full time

    Job OverviewKM Education Recruitment Ltd is a specialist recruiter for the Skills and Employability sectors. We are seeking a qualified Financial Services Assessor Trainer to join our delivery team.Key ResponsibilitiesAssess and coach Apprentices undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3, and Mortgage...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time £50,000 - £60,000

    Wealth 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...


  • Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time

    About Us: Ernest Gordon Recruitment Limited is a dynamic recruitment agency committed to bringing about change to ensure future growth of our people and business.Job Title: Financial Planning SpecialistJob Summary: We are seeking an experienced Financial Planning Specialist to join our team, who can provide full financial advisory services to high-net-worth...


  • Birmingham, Birmingham, United Kingdom Nationwide Specialist Services Full time

    Are you looking for a new challenge in retail window cleaning? Nationwide Specialist Services is a leading provider of retail window cleaning services and we are seeking a motivated and experienced window cleaner to join our team in your local area.About the Job:This is a fantastic opportunity for someone who wants to start a new career in retail window...