Financial Services Specialist
2 days ago
- Hybrid Working: Enjoy the flexibility to work 1-2 days in our office while maintaining a great work-life balance.
- HNW Client Base: Leverage our existing relationships to get started and expand your client base.
- Growth Opportunities: Develop your skills through networking and proactive engagement, with ongoing support from our experienced team.
- Supportive Culture: Join a social, collaborative, and busy office environment that fosters growth and success.
- Training & Development: Receive ongoing training and development to help you progress and achieve your goals.
As a Financial Advisor with Ellis James Partners, you can expect a starting salary of £60k+, with yearly pay reviews and discretionary bonuses. Our thriving practice offers a fantastic opportunity for someone ready to progress in their advisory career while working with a leading firm that values its people.
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Financial Services Specialist
5 minutes ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is a leading provider of financial services with a strong focus on customer satisfaction. As a Protection Adviser, you will play a crucial role in helping clients achieve their long-term goals.Working on a self-employed basis, you will be responsible for providing high-quality protection advice to valued clients. Your duties will...
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Financial Services Specialist
22 hours ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Financial Planning is an award-winning network of financial services professionals with a loyal client base. We are seeking a skilled Protection Adviser to join our team on a self-employed basis.This role offers an exceptional opportunity for someone who can provide high-quality protection advice, fact-find effectively to establish clients' current...
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Financial Protection Specialist
3 hours ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeAbout the RoleQuilter Financial Planning is proud to offer an exciting opportunity for a Financial Protection Specialist to work on a self-employed basis. As a Protection and Wealth Adviser, you will provide holistic financial services to valued clients.The ideal candidate will have a strong background in protection advice, effective fact-finding, and...
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Financial Specialist
5 hours ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob DescriptionThis exciting opportunity at Quilter Financial Planning is for a Protection Specialist who can deliver exceptional protection advice and support to valued clients.The key aspects of this role include:Delivering high-quality protection advice that meets clients' needs and exceeds their expectations.Maintaining a deep understanding of clients'...
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Financial Planning Specialist
6 hours ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeJob Title: Financial Planning SpecialistWe are seeking a skilled and experienced Financial Planning Specialist to join our advisory team in the UK. As a Financial Planning Specialist, you will play a crucial role in providing high-standard financial services to clients and internal teams.The ideal candidate will have a strong background in finance, excellent...
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Financial Services Consultant
3 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...
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Financial Services Specialist
2 days ago
Birmingham, Birmingham, United Kingdom RSM Full timeAbout the RoleWe are currently seeking a Financial Services Specialist to join our team. As a Financial Services Specialist, you will play a key role in providing high-quality financial advisory services to our clients, ensuring they achieve their financial goals and stay on track with their financial plans.The successful candidate will have a strong...
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Executive Administrator
4 weeks ago
Birmingham, Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAbout 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...
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Financial Services Advisor
36 minutes 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...
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Financial Services Specialist
7 days ago
Birmingham, Birmingham, United Kingdom KM Education Recruitment Ltd Full timeAbout the RoleWe are seeking an experienced Financial Services Specialist to join our delivery team. As a key member of our team, you will be responsible for assessing and coaching Apprentices undertaking Apprenticeships in Financial Services Level 2, Senior Financial Services Level 3, and Mortgage Advisor Level 3.Key ResponsibilitiesDeliver high-quality...
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Financial Services Specialist
1 month ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeAbout the RoleWe are seeking a highly skilled Financial Services Specialist to join our Business Assurance Team at IDEX Consulting. This is an exciting opportunity for a career-driven individual who wants to make a meaningful impact in the financial services industry.What's In It for You:Career Growth: Develop your expertise in a supportive environment with...
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Financial Services Specialist
6 hours ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeAre you a skilled Financial Services Specialist in Birmingham looking for an opportunity to work from home with quality leads and existing clients provided?This is a unique chance to join a respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.The business typically provides you with an...
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Financial Services Tax Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom KPMG-UnitedKingdom Full timeJob Title: Financial Services Tax SpecialistWe are seeking a highly skilled Financial Services Tax Specialist to join our dynamic team at KPMG-UnitedKingdom. This is an exciting opportunity for a talented individual to work with leading financial institutions and contribute to the growth of our business.About the Role:Develop and maintain technical expertise...
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Financial Services Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom CleverHR Full timeSalary: £55,000 per annum + Bonus and BenefitsThis is an exciting opportunity for a dynamic and experienced Financial Adviser to join our team at CleverHR in Birmingham. As a Financial Services Specialist, you will be responsible for providing expert advice to corporate and private individuals, delivering integrated holistic advice that meets their...
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Financial Services Specialist
4 days ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeAbout the Role: Be-IT Ltd is seeking a highly skilled Financial Services Specialist to join their team. As an Academy Accountant, you will provide exceptional financial support to our educational clients, ensuring accurate and timely financial reporting.Responsibilities:Assist with annual accounts preparation, including statutory accounts for signature by...
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Retail Window Cleaner
2 weeks ago
Birmingham, Birmingham, United Kingdom Nationwide Specialist Services Full timeNationwide Specialist Services is a leading provider of retail window cleaning services. We are seeking a motivated and experienced window cleaner to join our team in your local area.About the Role:This is a fantastic opportunity for someone who wants to start a new career in retail window cleaning.The ideal candidate will have a strong work ethic, excellent...
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Financial Services Specialist
1 month ago
Birmingham, Birmingham, United Kingdom Curtis Recruitment Full timeAbout the RoleCurtis Recruitment is seeking an experienced Financial Services Specialist to join its team in Birmingham. The successful candidate will be responsible for managing a portfolio of clients within the Corporate Services department, with a focus on the firm's Not For Profit specialism.Key ResponsibilitiesPlan, organise and manage client...
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Birmingham, Birmingham, United Kingdom Oliver James Associates Ltd. Full timeFinancial Services Treasury Management SpecialistA leading financial services organization is seeking a highly motivated Financial Services Treasury Management Specialist to work on a high-profile project focusing on the implementation of a new Treasury Management System across a large-scale modernization program.The ideal candidate will have experience as a...
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Financial Intermediaries Specialist
4 days ago
Birmingham, Birmingham, United Kingdom Jigsaw Financial Full timeThis Investment Manager position at Jigsaw Financial requires an individual with excellent communication skills and a positive mentality to build strong internal relationships and drive business growth.Key Skills:Proven business development experience.Strong investment and/or pensions/retirement experience.Excellent phone manner and communication skills.The...