Current jobs related to Financial Services Professional - Bromsgrove, Worcestershire - CleverHR
-
Financial Services Professional
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full timeRole OverviewAFH Wealth Management is seeking a skilled Financial Services Professional to join our team. As a key member of our team, you will be responsible for providing ongoing service reviews to existing clients, ensuring that we deliver positive outcomes and fair value for our ongoing service clients.Key ResponsibilitiesConduct in-depth annual reviews...
-
Financial Services Professional
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom CleverHR Full timeUnlock Your Earning PotentialAre you a sales-driven individual with a passion for building relationships and helping others achieve their financial goals? Do you have a strong track record in account management and a desire to work in a dynamic and respected Financial Services firm?About the RoleThis is an exciting opportunity to join a well-established and...
-
Financial Services Professional
1 week ago
Bromsgrove, Worcestershire, United Kingdom CleverHR Full time£24,000 - £45,000 OTE, uncapped earnings potential plus benefits and carAbout Our Financial Services FirmWe are a well-established and respected Financial Services firm that offers savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your customers reach their financial goals and...
-
Financial Services Professional
2 months ago
Bromsgrove, Worcestershire, United Kingdom CleverHR Full timeFinancial Adviser OpportunityWe are pleased to represent a well-established and respected Financial Services firm that offers a range of products to families and individuals across the UK.As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, and support...
-
Financial Services Professional
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom CleverHR Full timeWe are seeking a skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will help your customers reach their financial goals and savings aspirations, protect their families through a range of insurances, and support local communities.Key ResponsibilitiesYou will be provided with an established customer database to service and...
-
Financial Analyst
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH financial group Full timeFinancial Analyst Role at AFH Wealth ManagementAFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK. We are committed to providing exceptional services to our clients and are seeking a skilled Financial Analyst to join our team.The Financial Analyst will be responsible for providing day-to-day support to the...
-
Financial Services Professional
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full timeAs a key member of the AFH Wealth Management team, you will play a vital role in driving the company's success through exceptional client service and strategic financial planning. This is a full-time, permanent opportunity with a competitive salary and range of benefits.Your primary focus will be on providing ongoing service reviews to existing AFH clients,...
-
Financial Planning Professional
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full timeJob Title: Financial Planning ProfessionalThis employed Financial Adviser role in Premier Jobs UK is ideal for a Diploma qualified individual keen to develop as a Financial Adviser.You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst...
-
Financial Services Specialist
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full timeRole OverviewAFH Wealth Management is seeking a skilled Financial Services Specialist to join our team. As a key member of our advisory team, you will be responsible for providing ongoing service reviews to our existing clients, ensuring that we deliver positive outcomes and fair value for our ongoing service clients.Key ResponsibilitiesConduct in-depth...
-
Financial Director, Regulatory Services
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Resolve Capital Group Full timeAbout Resolve Capital Group:Resolve Capital Group is a dynamic and rapidly expanding organisation with diversified businesses spanning Estate Agency, Financial Services, and Conveyancing. Our commitment to delivering exceptional service and expertise in each sector is unwavering, and we maintain the highest standards of professionalism and regulatory...
-
Financial Services Partner
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Opus People Solutions Full timeFinancial Services PartnerOpus People Solutions is seeking a Financial Services Partner to assist the Senior Finance Business Partner with financial planning and analysis for Redditch Borough Council and Bromsgrove District Council.The ideal candidate will provide support with cashflow management, banking, and money market transactions, as well as assist...
-
Senior Disease Claims Specialist
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Exchange Street Claims & Financial Services Full timeJob Title: Senior Disease Claims SpecialistJob Summary:We are seeking a highly skilled Senior Disease Claims Specialist to join our team at Exchange Street Claims & Financial Services. As a Senior Disease Claims Specialist, you will be responsible for handling a portfolio of disease claims, including asbestosis, HAVS, and NIHL, on a 'cradle-to-grave' basis....
-
Financial Adviser
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full timeJob Title: Financial Adviser - Ongoing Service SpecialistAFH Wealth Management is a leading independent financial advisory and wealth management firm seeking a skilled Financial Adviser - Ongoing Service Specialist to join our team.This is a full-time, permanent opportunity with a competitive salary and range of benefits. As a Financial Adviser - Ongoing...
-
Senior Disease Claims Specialist
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Exchange Street Claims & Financial Services Full timeJob Title: Senior Disease Claims Technician (Cert/Dip CII)We are seeking a highly skilled Senior Disease Claims Technician (Cert/Dip CII) to join our team at Exchange Street Claims & Financial Services. The successful candidate will be responsible for handling a portfolio of disease claims, including asbestosis, HAVS, and NIHL, on a 'cradle-to-grave'...
-
Senior Disease Claims Specialist
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Exchange Street Claims & Financial Services Full timeWe are seeking a Senior Disease Claims Specialist to handle a portfolio of disease claims, working out of our office. The ideal candidate will be Cert / Dip CII qualified and have additional ACII / CILA qualifications.Key Responsibilities:Handle disease claims on a 'cradle-to-grave' basisWork with a portfolio of disease claims, including asbestosis, HAVS,...
-
Financial Assistant
1 month ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeJob Title: Assistant AccountantWe are seeking a highly organized and detail-oriented Assistant Accountant to join our finance team at Clover HR Services Limited.Key Responsibilities:Assist in the preparation of management accounts and financial reports.Process purchase orders, invoices, payments, and receipts accurately and efficiently.Reconcile bank...
-
Financial Assistant
1 month ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeJob Title: Assistant AccountantWe are seeking a highly organized and detail-oriented Assistant Accountant to join our finance team at Clover HR Services Limited.Key Responsibilities:Assist in the preparation of management accounts and financial reports.Process purchase orders, invoices, payments, and receipts accurately and efficiently.Reconcile bank...
-
Senior Disease Claims Specialist
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Exchange Street Claims & Financial Services Full timeJob Title: Senior Disease Claims Technician CertWe are seeking a highly skilled Senior Disease Claims Technician (Cert / Dip CII) to join our team at Exchange Street Claims & Financial Services. The successful candidate will be responsible for handling a portfolio of disease claims, including asbestosis, HAVS, and NIHL, on a 'cradle-to-grave' basis.Key...
-
Senior Disease Claims Specialist
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Exchange Street Claims & Financial Services Full timeJob Title: Senior Disease Claims Technician CertWe are seeking a highly skilled Senior Disease Claims Technician (Cert / Dip CII) to join our team at Exchange Street Claims & Financial Services. The successful candidate will be responsible for handling a portfolio of disease claims, including asbestosis, HAVS, and NIHL, on a 'cradle-to-grave' basis.Key...
-
Financial Services Administrator
1 week ago
Bromsgrove, Worcestershire, United Kingdom Four Squared Recruitment Ltd Full timeWe are partnering with a reputable family-run wealth management firm based in the UK to find a skilled IFA Administrator to join their dynamic team. This is a fantastic opportunity for someone with IFA administration experience to grow in a regulated environment with structured support towards becoming a chartered planner.About the RoleThe IFA Administrator...
Financial Services Professional
2 months ago
Financial Services Career Opportunity
**About the Role**
We are seeking a skilled and motivated individual to join our team as a Financial Adviser. As a Financial Adviser, you will play a key role in helping our customers achieve their financial goals and aspirations. You will be responsible for providing expert financial advice and guidance to individuals and families, helping them to make informed decisions about their financial futures.
**Key Responsibilities**
* Provide expert financial advice and guidance to customers, helping them to achieve their financial goals and aspirations
* Develop and maintain strong relationships with customers, understanding their financial needs and providing tailored solutions
* Work closely with colleagues to ensure seamless delivery of financial services to customers
* Stay up-to-date with industry developments and regulatory requirements, ensuring that our customers receive the best possible advice
**What We Offer**
* Uncapped bonus scheme, providing opportunities for financial growth and development
* Comprehensive training and development program, ensuring that you have the skills and knowledge needed to succeed in the role
* Collaborative and supportive team environment, with opportunities for career progression and advancement
**Requirements**
* Strong communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues
* Proven track record of success in a sales or customer-facing role, with a strong understanding of financial products and services
* Full UK driving licence, with a clean financial background
**About Us**
We are a well-established and respected Financial Services firm, with a long history of providing expert financial advice and guidance to individuals and families. We are committed to delivering exceptional customer service and building long-term relationships with our customers. If you are a motivated and ambitious individual looking for a challenging and rewarding career in financial services, we would love to hear from you.
