Financial Planning Expert
3 days ago
Artemis Recruitment Consultants Ltd is seeking a Financial Planning Expert to join their team in Birmingham. This role comes with an estimated salary of £57,500 - £62,500.
About the RoleThe job purpose comprises meeting with clients and prospective clients to provide financial planning services in accordance with company propositions, generating compliant initial and ongoing income.
Key Responsibilities- Maintain and develop client relationships, maximizing their potential and accurately inputting information into the CRM system in a timely manner.
- Ensure all revenue targets are met and work is completed in a compliant manner, meeting the company's quality standards.
- Adhere fully to the company's Private Client Proposition, which includes research, analysis, interpretation, file preparation, and report writing.
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Wealth Management Expert
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Financial Services Consultant
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Financial Planning and Analysis Expert
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Workforce Planning Expert
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Financial Planning Expert
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Birmingham, Birmingham, United Kingdom Gleeson Recruitment Group Full timeJob OverviewGleeson Recruitment Group is currently partnering with a prominent organisation in Birmingham City Centre to find a qualified Management Accountant on a temp to perm basis. The successful candidate will support the Head of Finance in a variety of duties, including project work and financial reporting.Key ResponsibilitiesMonthly and Quarterly...
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Advisory Solutions Specialist
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High-Net-Worth Financial Planning Expert
1 month ago
Birmingham, Birmingham, United Kingdom mbf Full time**Job Title:** High-Net-Worth Financial Planning Expert**Location:** Flexible working arrangements available**Salary:** Competitive package plus company benefits**About our client:**A well-established and respected financial planning firm is seeking an experienced Senior Paraplanner to lead the work of the Technical team. With a strong focus on delivering...
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Financial Planning Expert
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Strategic Financial Planning Expert
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Junior Financial Planning Assistant
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Birmingham, Birmingham, United Kingdom NJR Recruitment Full timeJob DetailsWe are partnered with a well-established Chartered Financial planning firm seeking a Trainee Paraplanner to support their Financial Planner.Assist the Financial Planner in providing expert guidance to clients.Prepare for client meetings by gathering relevant information and data.Contribute to the development of financial plans and...
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Financial Planning Consultant
1 week ago
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Financial Governance Expert
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Financial Planning Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeLocated in Birmingham, a leading SME seeks an accomplished Management Accountant to work closely with the Finance Director.About the Role:Monthly management accounts production for reviewBalancing financial statements and journal postingCash flow forecasting and VAT returnsAs a skilled professional, you will have experience in similar roles and strong Excel...
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Quilter Cheviot Financial Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter plc Full timeJob Title: Quilter Cheviot Financial ExpertAbout the Role:We are seeking an experienced Quilter Cheviot Financial Expert to support the development and maintenance of our Financial Planning Advice Standards.This role involves working closely with our teams to ensure that advice standards align to strategy, service offering, target market, and external...
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Financial Planning and Analysis Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom undisclosed Full timeERTMS Project AccountantFreightliner Group Limited is seeking an experienced Project Accountant to join the European Rail Traffic Management (ERTMS) Project Team. The successful candidate will be responsible for ensuring the effective financial management during the delivery of the project.The Project Accountant will interface with multiple project...
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Workforce Planning Strategist
3 weeks ago
Birmingham, Birmingham, United Kingdom Society of Workforce Planning Professionals Full timeAt the Society of Workforce Planning Professionals, we are seeking a highly skilled Talent Development Manager to join our team. In this role, you will be responsible for understanding the strategies of our business and identifying talent needs for the future. With 5+ years of experience in strategic initiatives related to HR, workforce planning, resource...
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Project Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom Freightliner Group Ltd Full timeJob Title: Project Manager - Financial Planning and AnalysisFreightliner Group Ltd is a dynamic and growing company that offers a wide range of rail freight solutions to cater for the requirements of diverse market sectors. As a Project Manager - Financial Planning and Analysis, you will play a key role in ensuring the effective financial management of our...
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Financial Planning Manager
2 days ago
Birmingham, Birmingham, United Kingdom Turner & Townsend Group Full time**About Us**We are Turner & Townsend Group, a global professional services company with over 110 offices worldwide. Our mission is to deliver better outcomes for our clients and help our people realize their potential.Salary: £80,000 - £120,000 per annumJob Description:An exciting opportunity has arisen for a Senior Cost Manager to join our busy Birmingham...
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Expert Financial Services Consultant
4 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Title: Expert Financial Services ConsultantAbout the OpportunityA rare chance has emerged for a seasoned Financial Advisor to join a highly respected Independent Financial Advisory firm, based in Birmingham. This unique opportunity allows you to leverage quality leads and existing clients while working from home.About UsThe business prides itself on...