Chartered Financial Services Manager

Opportunity OverviewWe are a leading financial planning firm, dedicated to delivering high-quality financial solutions and making a meaningful difference to our clients' financial futures. As a Senior Chartered Financial Adviser at Quilter, you will have the opportunity to work closely with high net worth individuals, providing expert guidance on their...

About the RoleWe are seeking an experienced Chartered Building Surveyor to join our team in the Midlands. As a key member of our team, you will be responsible for managing building surveying commissions, including surveys, dilapidation advice, party wall advice, and construction projects for new builds, renovations, and maintenance works. You will work...

About the RoleWe are seeking a Senior Chartered Financial Adviser to join our team at Quilter, working closely with high net worth individuals and contributing to our ongoing success.The ideal candidate will have senior chartered financial adviser status (or working towards it) and extensive experience in holistic financial advice, including estate and IHT...

About the RoleWe are seeking a highly skilled and experienced Senior Chartered Financial Adviser to join our team at Quilter. The ideal candidate will have extensive experience in holistic financial advice, including estate and IHT planning.The role involves providing full holistic financial advice to high net worth clients, managing and servicing an...

Job DescriptionAn excellent opportunity has arisen to work within one of our established Quilter firms in the West Midlands.The role offers a fantastic package with a competitive salary ranging from £90,000 to £110,000 for the right Adviser.Key Responsibilities:Provide holistic financial advice to high net worth clients, ensuring their financial goals are...

Company BackgroundWe are a well-established and respected Chartered Financial Planning firm, committed to delivering high-quality financial advice to our clients.Role SummaryThis is a fantastic opportunity for a talented Senior Chartered Financial Adviser to join our team and work closely with clients in the West Midlands.Main DutiesOffer expert holistic...

As a highly skilled Financial Services Expert, you will have the opportunity to work with an esteemed IFA firm in Birmingham. This unique role allows you to leverage your expertise in financial planning and advice to deliver exceptional results for clients.The ideal candidate will possess a Level 4 Diploma in Financial Advice and CAS status for financial...

About the JobFerguson Dean is seeking a skilled Chartered Planning Professional to join our team and provide expert financial planning advice to clients. This is an excellent opportunity for a talented professional to work with a prestigious portfolio of £25m AUM and contribute to the growth and success of our business.The ideal candidate will have a...

About the RoleAs a Financial Services Professional apprentice at Lloyds Banking Group, you will play a key role in shaping the future of finance. This exciting opportunity will see you learn skills, gain a qualification and earn a salary while working in an extremely dynamic area of our business.You'll be part of our pioneering front office apprenticeship...

Job DescriptionFerguson Dean is seeking a highly motivated and experienced financial planning professional to join our team as a Senior Portfolio Advisor. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to build strong relationships with clients and introducers.The successful candidate...

As a leading banking group, Lloyds Bank plc is committed to delivering high-quality apprenticeship experiences. We're seeking an exceptional individual to join our Financial Services Professional apprentice program in Birmingham.The successful candidate will be part of a pioneering front office apprenticeship program, operating in a dynamic and exciting area...

Build a Successful Career in Financial ServicesThis is an exciting opportunity to join Lloyds Bank plc as a Financial Services Professional Apprentice, where you will gain valuable skills and knowledge in financial markets and transaction solutions. With a salary of £25,000 per year, you will be well-equipped to succeed in banking.The apprenticeship...

Job Description:The ideal candidate will have a strong background in financial services, with experience in paraplanning and administration. You will be expected to provide high-quality support to our Chartered Financial Planner, including tasks such as research, data analysis, and document preparation.Key Responsibilities:Provide administrative support to...

Gleeds Corporate Services Ltd is looking for a highly motivated Chartered Property Professional to join their team in the Midlands. As a key member of the team, you will be responsible for managing building surveying commissions, including surveys, dilapidation advice, party wall advice, and construction projects.The ideal candidate will have sound building...

Ferguson Dean is a national Chartered Financial Planning firm seeking an experienced Wealth Manager to join their team. This role offers a competitive salary of £40,000 - £60,000 per annum, depending on experience.The successful candidate will have a minimum Diploma Level 4 qualification and be working towards Chartered status. They will also have...

Become 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...

Are you looking for a challenging and rewarding role in audit and accountancy? As a Chartered Accountant Trainee at Cooper Parry, you'll have the opportunity to work with our experienced teams to deliver high-quality services to clients across the East or West Midlands offices.Your key responsibilities will include reviewing and documenting client...

About the Role:We are seeking a Senior Chartered Building Surveyor to join our Birmingham office, providing a range of building surveying duties across various projects in different sectors. This role involves managing client relationships, service delivery, design, specification, project management, and contract administration.Key Responsibilities:Working...

About the JobWe have a vacancy for a Chartered accountant to work in our Birmingham office.The ideal candidate will possess a strong background in financial management, ideally with 2-5 years of experience in a small firm.Responsibilities include:Financial transaction managementPreparation and review of financial reportsFinancial planning and strategy...

At Lloyds Bank plc, we offer a unique opportunity for individuals to develop their skills and knowledge in the field of finance. As a Financial Services Professional, you will join our team and work closely with experienced professionals to deliver high-quality services to our customers.The salary for this position is approximately £30,000 per year,...