Regulated Financial Advisor
20 hours ago
A lucrative opportunity exists for a seasoned financial guidance professional to join our team.
This position involves delivering expert investment advice while adhering to regulatory regulations. It necessitates a deep understanding of financial instruments, market fluctuations, and regulatory frameworks.
- Maintain precise and up-to-date documentation in accordance with regulatory and firm standards.
- Stay informed about the latest financial products, market conditions, and legislative developments.
- Embark on ongoing professional development to enhance expertise and satisfy regulatory obligations.
- Provide comprehensive information to clients concerning investment products, emphasizing associated risks, costs, and tax implications.
- Possess an approved certification such as Diploma in Regulated Financial Planning.
- Exhibit at least three years' experience handling clients and five years in the financial industry.
- Display a profound understanding of the Financial Services and Markets Act 2000, the Financial Services Act 2012, and other relevant regulatory frameworks.
- Demonstrate proficiency in Microsoft Office, especially Word and Excel.
- Opportunities for career advancement and attainment of higher qualifications like Chartered Financial Planner status.
- A competitive salary and benefits package.
- Develop a professional and positive attitude.
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Financial Services Consultant
2 weeks 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...
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Midlands Financial Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Description: As a Paraplanner at Premier Jobs UK Limited, you will play a vital role in supporting our Senior Financial Advisors in delivering exceptional financial planning services to our clients. Your key responsibilities will include providing comprehensive paraplanning support, ensuring compliance with industry regulations, and collaborating closely...
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Life Insurance Sales Leader
2 months ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeLife Insurance Sales OpportunityAdvisor GroupSales Vice PresidentJob Summary: We are seeking a Sales Vice President to join our team at Advisor Group. The ideal candidate will have a strong background in life insurance sales and a proven track record of success in building and maintaining relationships with clients.Key Responsibilities:Implement sales...
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Insurance Sales Consultant
4 weeks ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeAbout UsAdvisor Group is a leading financial services organization dedicated to helping individuals achieve their financial goals.Job SummaryWe are seeking an experienced Insurance Sales Consultant to join our team. As a key member of our sales team, you will be responsible for prospecting advisors within the insurance industry to bring insurance planning to...
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Strategic Insurance Solutions Consultant
4 weeks ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeCompany Overview:We are a leading member of Advisor Group, a prominent player in the insurance industry.About the Role:This is an exciting opportunity for a highly motivated and experienced Sr. Advisor Consultant to join our team within Highland Capital Brokerage.Job Summary:We are seeking a skilled professional with extensive knowledge of life, LTC, DI, and...
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Regulated Financial Planner
16 hours ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeInvestment Advice OpportunityWe are seeking a highly skilled Regulated Financial Planner to join our respected financial services firm in the Midlands. As an Investment Advice Specialist, you will provide tailored investment advice to clients, ensuring compliance with all regulatory standards and company procedures.About the Role:The successful candidate...
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Financial Services Regulator
3 weeks ago
Birmingham, Birmingham, United Kingdom Hiring People Full timeAre you an ambitious professional with a passion for financial regulation? Do you have experience in the financial services sector and a keen eye for detail? We're seeking a Financial Services Regulator to join our team in Birmingham.In this challenging yet rewarding role, you will be responsible for ensuring that our company remains compliant with all...
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Advisory Solutions Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...
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Financial Services Advisor
2 hours ago
Birmingham, Birmingham, United Kingdom Unity Trust Bank Full timeWe are seeking a skilled Financial Services Advisor to join our Customer Operations team. As a key member of the team, you will be responsible for delivering exceptional customer experiences and ensuring operational efficiency.Key responsibilities include managing day-to-day activities such as account opening, ongoing servicing, telephony, and high-value...
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Financial Planning Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Title: Administration PensionsAbout Us: Premier Jobs UK Limited is a rapidly growing financial planning firm in the Midlands. We are looking for a skilled Paraplanner to join our team and provide paraplanning support to our Senior Financial Advisors.Job Overview: As a Paraplanner, you will be responsible for providing comprehensive paraplanning support...
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Protection Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJoin Our Team as a Protection Advisor and work on a Self-Employed Basis for Quilter Financial Planning, an award-winning network with a loyal client base.Your Key Responsibilities:• Provide high-quality and professional Protection advice to valued clients.• Effectively fact-find to establish clients' current finances, needs, and future aspirations.•...
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Senior Financial Advisor
13 hours ago
Birmingham, Birmingham, United Kingdom Interaction Recruitment Group Full timeJob Description: We are seeking a Senior Financial Advisor to join our team in Birmingham. As a key member of the finance department, you will be responsible for providing expert financial advice and guidance to our clients in the waste management sector.The ideal candidate will have a strong understanding of financial regulations and accounting principles,...
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Financial Advisor
18 hours ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeKey Opportunity for a Financial Advisor in Birmingham:We are seeking an experienced and ambitious Financial Advisor to join our team, working from home with a comprehensive portfolio of quality leads and existing clients. This role offers a perfect balance between personal and professional life.This is an exceptional chance to become part of a highly...
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Financial Services Advisor
3 days ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob Description: Financial Services AdvisorOkailgroup is looking for a highly motivated and organized Financial Services Advisor to join our team. The successful candidate will have excellent communication skills, both written and verbal, and the ability to work effectively as part of a team.Key Responsibilities:Possessing a proactive and sometimes...
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Financial Services Advisor
3 hours ago
Birmingham, Birmingham, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeJob DescriptionWe are seeking a Financial Services Advisor to join our team at Pro-Tax Recruitment Limited. As a Financial Services Advisor, you will work closely with clients across various industries, providing expert advice on corporate tax matters.You will be responsible for developing and maintaining client relationships, identifying business...
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Financial Advisor
1 month ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeThe investment advisor role at Okailgroup is a chance to develop a comprehensive range of experience and training in the financial services sector.In this position, you will provide support and assistance to the team while adapting to changing responsibilities and using them to enhance your professional growth.Key Areas of Responsibility:Develop a proactive...
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Financial Services Advisor
16 hours ago
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeOpportunity for a Financial Services AdvisorWe are seeking an ambitious and results-driven Financial Services Advisor to join our team in Birmingham. This is a fantastic chance to build on your existing experience in credit control and take your career to the next level.Your Key Responsibilities:Provide exceptional customer service and resolve queries...
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Trainee Financial Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob DescriptionAs a Trainee Financial Advisor with Evelyn Partners Fund Solutions Limited, you will be part of a well-respected profession at a firm with an unparalleled reputation. Your role will involve learning how to build relationships, assess clients' financial positions, and create flexible plans to evolve with them.You will also support qualified...
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Financial Business Advisor
14 hours ago
Birmingham, Birmingham, United Kingdom Robert Walters UK Full timeBirmingham-based Robert Walters UK is currently looking for a highly skilled Financial Business Advisor to join their team. The ideal candidate will possess experience in commercial finance, with strong analytical skills and ability to collaborate with senior leaders.Job OverviewThe successful candidate will be responsible for providing financial insights...
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Mortgage and Financial Advisor
3 hours ago
Birmingham, Birmingham, United Kingdom Spicerhaart Group Ltd. Full timeCompany OverviewWe are Spicerhaart Group Ltd., a leading estate agency and financial services company. Our mission is to provide exceptional mortgage and protection advice to our clients.We are currently seeking an experienced Mortgage and Protection Advisor to join our team. As a key member of our team, you will be responsible for providing expert mortgage...