Financial Adviser Trainee
2 days ago
Are you looking to further develop your advisory career? Recruit UK is working with a well-established national IFA company seeking a Trainee Financial Adviser to join their team in Birmingham. This role offers the chance to progress your career and work alongside experienced professionals in the financial services industry.
The successful candidate will have a Level 4 diploma in financial advice, ideally with some experience in advising clients. You will be responsible for dealing with new and existing client enquiries, receiving full training to deliver financial planning and wealth management advice. Our client offers a competitive starting salary of £40,000, excellent uncapped bonuses, and a range of benefits including pension, DIS, PMI, and flexi-working arrangements.
In this role, you will work closely with a dedicated team of paraplanners, compliance specialists, and administrators to ensure that advice given is of the highest quality. You will also have the opportunity to deal with high-net-worth clients, build your own client base, and work towards obtaining Chartered status through our comprehensive exam training program.
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Financial Adviser Trainee
2 days ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewA career-defining opportunity for a Trainee Financial Adviser to join a leading UK wealth management and private client financial advice firm is now available at Recruit UK | Certified B Corp™.This role offers the chance to progress your career as a trainee financial adviser, working with a dedicated team of Paraplanners, Compliance and...
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Financial Adviser Opportunity
7 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeFinancial Adviser OpportunityWe are seeking a highly motivated and ambitious individual to join our team as a financial adviser. This role offers:A unique opportunity to develop expertise in financial advice and guidance.Flexible working arrangements and a good work/life balance.Opportunities for career progression and professional growth.About the RoleThis...
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Trainee Financial Services Professional
2 days ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeBirmingham-based Trainee Role Offers Great ProspectsRecruit UK is pleased to be working with a leading UK Independent Financial Advice firm in Birmingham on a Trainee Financial Adviser position. This is an excellent opportunity for a motivated and ambitious individual to start their career in financial services and progress into a senior advisory role.The...
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Quilter Full-Time Financial Adviser Role
5 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis role involves working closely with clients to understand their financial goals and objectives. You will be responsible for generating new business opportunities, preparing sound financial plans, and advising clients on current financial issues. As a financial planner, you will have the opportunity to build strong relationships with...
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Trainee Financial Advisor Professional
2 days ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a motivated Trainee Financial Adviser to join our team in Birmingham. The successful candidate will work alongside experienced professionals to develop their skills and knowledge in financial advice.This is an excellent opportunity for individuals looking to further develop their advisory career, with a competitive starting...
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Financial Services Trainee
2 weeks ago
Birmingham, Birmingham, United Kingdom Government jobs, apprenticeship Full time**Job Title:** Financial Services Trainee**Company Overview:** Cooper Parry is a leading provider of audit services to businesses across the UK. We are currently seeking an enthusiastic and motivated individual to join our team as a Financial Services Trainee.**Salary:** The estimated salary for this role is £25,000 - £30,000 per annum, depending on...
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Level 4 Diploma Financial Adviser
3 days ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout This OpportunityThis Trainee Financial Adviser role presents a fantastic chance to develop your advisory career with a well-established national IFA company based in Birmingham.You will join a leading UK wealth management and private client financial advice firm, where you will receive full training to deliver financial planning and wealth management...
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Financial Analyst Trainee
3 weeks ago
Birmingham, Birmingham, United Kingdom Agility Resoucing Full timeJob Title: Financial Analyst TraineeWe are Agility Resoucing, a leading accounting firm in the UK. We are seeking an experienced Graduate Trainee Accountant to join our team as a Financial Analyst Trainee.In this role, you will be responsible for preparing monthly management accounts, performing cash flow analysis, producing ad-hoc reports, and assisting the...
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Protection and Wealth Adviser
3 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout Our TeamWe are seeking a highly skilled Protection and Wealth Adviser to join our award-winning team at Quilter Financial Planning. As a self-employed Protection and Wealth Adviser, you will work closely with dedicated back-office support staff to deliver exceptional customer outcomes.The successful candidate will have a strong background in protection...
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Financial Services Trainee
1 week ago
Birmingham, Birmingham, United Kingdom Cooper Parry Full timeAt Cooper Parry, we're committed to helping you develop a successful career in audit and accountancy. As a Financial Services Trainee, you'll work with our experienced teams to assist in statutory audits for various clients across the East or West Midlands offices.You'll be responsible for reviewing and documenting client information, assessing the accuracy...
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Financial Analyst Trainee
2 weeks ago
Birmingham, Birmingham, United Kingdom Agility Resoucing Full timeAgility Resourcing presents a dynamic opportunity for a Financial Analyst Trainee in the heart of Birmingham. This coveted role is perfect for ambitious individuals seeking to launch their finance career.">">This position offers an attractive salary package, estimated to be around £25,000 - £30,000 per annum, commensurate with experience and...
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Financial Services Trainee
1 month ago
Birmingham, Birmingham, United Kingdom Grant Thornton (UK) Full timeJob DescriptionAs a Financial Services Trainee, you will be responsible for examining financial records, carrying out audit tests, and attending stock-takes and completing audit files. You will also develop a strong internal and external network to learn from.You will work closely with colleagues to provide robust market-leading insights to help clients meet...
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Business Growth Specialist
2 days ago
Birmingham, Birmingham, United Kingdom Jigsaw Financial Full timeBecome a Business Growth Specialist - Financial Services at Jigsaw Financial and contribute to the success of our investment management business by promoting our proposition to intermediaries and financial advisers.About the RoleWe are seeking a skilled and driven individual to establish strong relationships with key stakeholders, lead business development...
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Trainee Financial Advisor
1 month 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 Analyst Trainee
5 days ago
Birmingham, Birmingham, United Kingdom Getting In Limited Full timeJob OverviewWe are seeking a highly motivated and detail-oriented Financial Analyst Trainee to join our team at Getting In Limited. As an Assistant Accountant Apprentice, you will play a vital role in supporting the finance department by performing financial forecasting activities, managing finance systems, and executing financial transactions with...
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Insurance Adviser
2 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled Protection Adviser to work on a self-employed basis, offering valuable protection advice to clients.The successful candidate will be responsible for:Fact-finding to understand clients' current finances, needs, and future goals.Providing clear explanations of complex information and ensuring all necessary...
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Financial Planning Career
4 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeCompany OverviewAt Quilter Financial Planning, we are committed to helping ambitious individuals achieve a rewarding career as a financial adviser. Our team is dedicated to providing expert guidance and support to our clients, ensuring they receive the best possible advice.We work with bright, ambitious individuals who share our passion for delivering...
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Financial Services Trainee
2 weeks ago
Birmingham, Birmingham, United Kingdom MAZARS LIMITED Full timeAre you looking for a challenging and rewarding career in financial services? Do you have a passion for audit and a desire to make a difference in the social sector? If so, we encourage you to apply for our Financial Services Trainee position at MAZARS LIMITED.We offer a salary of £27,000 - £35,000 per annum, dependent on experience.Job Overview:Work...
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Financial Services Advisor
2 days ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAt Quilter Financial Planning, we offer a unique approach to financial services that prioritizes building trust and providing peace of mind for our valued clients.We are part of a renowned organization with a loyal client base, offering an exciting opportunity for a skilled Protection Adviser to work on a Self-Employed Basis.This role involves utilizing...
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Birmingham, Birmingham, United Kingdom Jigsaw Financial Full timeJob SummaryJigsaw Financial invites applications from experienced Investment Managers for a challenging role that involves promoting funds and the investment management proposition to intermediaries/advisers, establishing strong relationships with advisers, and leading and managing business development activities. The ideal candidate will have proven...