Financial Services Manager

2 days ago

Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time

**Job Summary:**

We are seeking a seasoned Financial Services Manager - Training and Compliance to join our team in Birmingham. As a key member of our team, you will be responsible for creating and delivering high-quality training content, ensuring compliance with regulatory requirements, and collaborating with other teams to achieve business objectives.

This is a hybrid role that offers the perfect blend of autonomy, training opportunities, and career growth. If you have experience working in the wealth management industry as a Training and Compliance Manager, excellent training skills, and strong compliance knowledge, we encourage you to apply.

The ideal candidate will have the ability to create engaging training content, deliver training sessions effectively, and ensure compliance with relevant regulations and standards. You will also be responsible for maintaining accurate records, updating training materials, and collaborating with other teams to achieve business objectives.

This is a fantastic opportunity for someone who wants to develop their career in a dynamic and supportive environment. If you are a motivated individual with excellent communication skills, a strong work ethic, and a desire to learn and grow, we encourage you to apply.

**What We Offer:

  • A competitive salary of £40,500 per annum, depending on experience;
  • An attractive benefits package, including bonus, private medical insurance, pension scheme, and generous holiday allowance;
  • The opportunity to work in a hybrid environment, combining office and remote work; and
  • Ongoing training and development opportunities to enhance your skills and knowledge.

Key Responsibilities:

  • Create and deliver high-quality training content for various audiences;
  • Maintain accurate records and update training materials as needed;
  • Collaborate with other teams to achieve business objectives and ensure compliance with regulatory requirements;
  • Develop and implement effective training strategies to improve employee performance and productivity;
  • Conduct regular training needs assessments to identify areas for improvement and develop targeted solutions;

Requirements:

  • Degree in a related field or equivalent experience;
  • Minimum 2 years of experience as a Training and Compliance Manager in the wealth management industry;
  • Strong understanding of compliance regulations and standards;
  • Excellent training skills, with the ability to create engaging content and deliver effective training sessions;
  • Strong communication and interpersonal skills, with the ability to work collaboratively with others;
  • Ability to maintain accurate records and update training materials as needed;
  • Flexibility to adapt to changing priorities and deadlines;

Benefits:

  • £42,000 per annum salary range;
  • Bonus scheme;
  • Private medical insurance;
  • Pension scheme;
  • Generous holiday allowance;
  • Ongoing training and development opportunities;

  • Executive Administrator

    4 weeks ago

    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...

  • 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...

  • Mobility Fleet Manager

    2 days ago

    Birmingham, Birmingham, United Kingdom Volkswagen Financial Services Full time

    About the JobWe are looking for a talented Mobility Fleet Manager to join our team at Volkswagen Financial Services.Your primary responsibility will be to manage and support Rental Locations to develop and execute their rental proposition in the market place while achieving corporate sales and ensuring business plans are met and locations are profitable.You...

  • Financial Services Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom BDO UK Full time

    Role SummaryWe are seeking a highly skilled Financial Services Manager 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:Developing and delivering internal audit reviews and...

  • Financial Services Manager

    2 weeks ago

    Birmingham, Birmingham, United Kingdom University of Alabama, Birmingham Full time

    Job Title: Financial Services ManagerAbout the Role:We are seeking a highly skilled and experienced Financial Services Manager to join our team at the University of Alabama, Birmingham. In this role, you will be responsible for providing individualized financial wellness counseling sessions to UAB faculty and staff, as well as contracted vendors.Key...

  • Financial Services Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom AD WARRIOR Full time

    Job Title: Financial Services ManagerSalary: £49,764 - £52,805 per annumLocation: BirminghamAbout the RoleWe are seeking a Financial Services Manager to join our team and provide a proactive and forward-thinking finance service across our Multi-Academy Trust. As a key member of the finance team, you will contribute to the overall success of the Finance...

  • Financial Services Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time

    Job OverviewEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. Our...

  • Regional Sales Operations Manager Position

    2 days ago

    Birmingham, Birmingham, United Kingdom Volkswagen Financial Services Full time

    **About the Job**">We are seeking a highly skilled Regional Sales Operations Manager to join our team at Volkswagen Financial Services.This exciting role will see you manage and support Rental Locations in developing and executing their rental proposition in the market place, while achieving corporate sales and meeting business plans.You will have a proven...

  • Western Region Sales Management Opportunity

    2 days ago

    Birmingham, Birmingham, United Kingdom Volkswagen Financial Services Full time

    Are you looking for a challenging and rewarding career opportunity? Do you have what it takes to drive sales growth and improve operational efficiency in a dynamic and fast-paced environment?We are currently seeking a Regional Sales Operations Manager to join our team at Volkswagen Financial Services. As a key member of our Western Region team, you will play...

  • Financial Services Manager

    2 days ago

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

    Take your career to the next level as a Wealth Management Advisor with Ernest Gordon Recruitment Limited. We are seeking an experienced Financial Advisor to join our team and take on a portfolio of over one hundred clients.As a Wealth Management Advisor, you will be responsible for providing comprehensive financial advice and guidance to high-net-worth...

  • Financial Services Manager

    2 days ago

    Birmingham, Birmingham, United Kingdom Robert Walters UK Full time

    Job Description:As a Client Accounting Manager at Robert Walters UK, you will lead the Client Accounting and Financial Reporting team in Birmingham. This dynamic role offers the opportunity to deliver market-leading services and contribute to strategic objectives while fostering a high-performing, client-focused team.In this position, you will design and...

  • Financial Services Manager

    2 days ago

    Birmingham, Birmingham, United Kingdom Marks Sattin (UK) Ltd Full time

    Job DescriptionBased in Birmingham, Marks Sattin are partnering with a leading Advisory boutique to recruit an AM / Manager for their growing Transaction Services team.The ideal candidate will have experience in financial due diligence services and be able to support project management of client engagements, monitoring progress against budget and timeframe,...

  • Financial Services Manager

    4 weeks ago

    Birmingham, Birmingham, United Kingdom CBRE Full time

    Job Title: Financial Services ManagerLocation: Regional - Home BasedSalary: £55,000 - £65,000 per annumJob Description:We are seeking a highly skilled Financial Services Manager to join our Shopping Centre Property Management team. The successful candidate will be responsible for leading the turnover delivery across 5 shopping centres.The role requires a...

  • Financial Services Manager

    2 days ago

    Birmingham, Birmingham, United Kingdom Counted Recruitment Full time

    About UsWe are Counted Recruitment, a local accountancy recruitment specialist, seeking a talented Financial Services Manager to join our team.Role OverviewThis role involves overseeing the production of monthly reporting and year-end accounts for a sub £100m division, ensuring accurate financial reporting through effective control frameworks and...

  • Financial Services Manager

    1 day ago

    Birmingham, Birmingham, United Kingdom WeAreTechWomen Full time

    We Are Tech Women is seeking a skilled Financial Services Manager to lead our Wealth Management division. This role requires exceptional leadership skills and experience in managing high-performing teams.About the RoleThe ideal candidate will have previous experience of managing a contact centre team, preferably in Financial Services/Retail Banking or other...

  • Financial Services Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About UsEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience.We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

  • Financial Services Manager

    3 weeks ago

    Birmingham, Birmingham, United Kingdom Michael Page (UK) Full time

    About Our Company">Michael Page (UK) is a leading professional services firm with a strong presence across the country. We boast a national team with over 10 offices, but our focus lies in delivering regional solutions that meet the unique needs of our clients.We take pride in our commitment to quality and excellence, seeking talented individuals who share...

  • Financial Services Manager

    2 days ago

    Birmingham, Birmingham, United Kingdom Curtis Recruitment Full time

    Curtis Recruitment is seeking a Audit Manager to lead our team in the Corporate Services department, specializing in Not For Profit clients. This is an exciting opportunity to join a well-established accountancy practice at its Birmingham office.We are looking for a highly skilled and experienced professional to manage a portfolio of clients effectively,...

  • Regional Sales and Operations Director

    2 days ago

    Birmingham, Birmingham, United Kingdom Volkswagen Financial Services Full time

    About the RoleWe are seeking a highly skilled Regional Sales and Operations Director to join our Mobility Fleet team at Volkswagen Financial Services.As a key member of our team, you will be responsible for managing and supporting Rental Locations to develop and execute their rental proposition in the market place while achieving corporate sales and ensuring...

  • Sales and Rental Location Operations Expert

    2 days ago

    Birmingham, Birmingham, United Kingdom Volkswagen Financial Services Full time

    About the PositionVolkswagen Financial Services is seeking an experienced Sales and Rental Location Operations Expert to join our team.In this role, you will be responsible for managing and supporting Rental Locations to develop and execute their rental proposition in the market place while achieving corporate sales and ensuring business plans are met and...