Financial Services Administrator
2 weeks ago
We 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 will work closely with Independent Financial Advisors, paraplanners, and other administrators to deliver a high level of client service. Key responsibilities include maintaining data accuracy in back-office systems for compliance and MI reporting.
Key Requirements- Minimum of 2 years' experience in an IFA administration role.
- CII Financial Services Exam pass desired.
- Attention to detail, organisational skills, and proficiency with various software systems.
- Bonus: Quarterly bonus of up to £500, based on individual and company performance.
- Progression: Full training and exam support for chartered planning, including 1-on-1 coaching.
- Additional Benefits: Private medical insurance, Bupa cash plan, and company pension (post-probation).
- Holiday: 20 days plus bank holidays, with an additional day per year after the first year.
- Full-time, Monday to Friday, 8am - 5pm.
- 100% office-based role with on-site parking.
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Financial Analyst
1 month 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...
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Financial Director, Regulatory Services
3 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...
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Financial Operations Assistant
1 month ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeJob Title: Financial Operations AssistantJob Summary: Clover HR Services Limited is seeking a detail-oriented and proactive Accounts Assistant to support the finance function in managing the financial operations of the group. The successful candidate will ensure accuracy and compliance with accounting standards.Key Responsibilities:1. Assist in the...
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Senior Financial Analyst
2 days ago
Bromsgrove, Worcestershire, United Kingdom AFH financial group Full timeAbout AFH Wealth ManagementAFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK. We pride ourselves on our commitment to excellence, integrity, and customer satisfaction.Job SummaryWe are seeking an experienced Senior Financial Analyst to join our Finance team as a Management Accountant. This role will be...
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Financial Operations Assistant
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeWe are seeking a detail-oriented and proactive Accounts Assistant to support our finance team at Clover HR Services Limited. The successful candidate will be responsible for managing the financial operations of the group, ensuring accuracy and compliance with accounting standards.Key Responsibilities:Assist in the preparation of management accounts and...
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Financial Operations Assistant
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Clover HR Services Limited Full timeAt Clover HR Services Limited, we are seeking a highly skilled Assistant Accountant to support our finance team in managing the financial operations of the group. The successful candidate will be responsible for ensuring accuracy and compliance with accounting standards.Key Responsibilities: Assist in the preparation of management accounts and reports....
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Financial Services Manager
6 days ago
Bromsgrove, Worcestershire, United Kingdom Opus People Solutions Full timeJob DescriptionOpus People Solutions is partnering with Bromsgrove District Council to recruit an interim Financial Services Manager.About the RoleThis temporary position, lasting 6 months, will assist the Senior Finance Business Partner in preparing annual revenue estimates and monitoring income and expenditure for Redditch Borough Council and Bromsgrove...
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Financial Services Professional
2 weeks 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...
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Financial Director
1 month ago
Bromsgrove, Worcestershire, United Kingdom Resolve Capital Group Full timeAbout Resolve Capital Group:Resolve Capital Group is a dynamic and growing organisation with regulated businesses spanning Estate Agency, Financial Services, and Conveyancing. We are committed to delivering exceptional service and expertise in each of these sectors, maintaining the highest standards of professionalism and regulatory compliance. As part of...
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Financial Services Coordinator
2 weeks ago
Bromsgrove, Worcestershire, United Kingdom Pertemps Network Group Full timeJob Title: Accounts AssistantJob Type: Permanent, Full-timeSalary: £23,000 - £27,000 per annumAs a key member of the finance team at Pertemps Network Group, the successful candidate will be responsible for managing accounts, processing invoices, and ensuring the smooth operation of financial processes. The ideal candidate will have previous experience in...
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Financial Services Professional
1 month 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...
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Financial Services Partner
1 month 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...
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Financial Services Specialist
2 days ago
Bromsgrove, Worcestershire, United Kingdom CleverHR Full timeJob SummaryCleverHR is pleased to represent a well-established 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 savings aspirations.This opportunity would suit an enthusiastic and confident individual...
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Financial Services Professional
4 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,...
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Financial Administrator
3 weeks ago
Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full timePertemps Bond seeks an experienced Accounts Assistant to join their Finance Team in a supportive and fast-paced environment. This is an exciting opportunity to grow your career in a dynamic and progressive company. Your main responsibilities will include processing invoices, reconciling accounts, and ensuring the smooth operation of financial processes.The...
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Financial Services Professional
4 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...
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Senior Disease Claims Specialist
4 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,...
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Financial Administrator
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Pertemps Bond Full timeAccounts Assistant RoleAt Pertemps Bond, we are seeking an experienced Accounts Assistant to join our finance team in a supportive and fast-paced environment. This is an exciting opportunity to grow your career and be responsible for a variety of tasks including processing invoices, reconciling accounts, and ensuring the smooth operation of financial...
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Financial Support Assistant
4 weeks ago
Bromsgrove, Worcestershire, United Kingdom Owen Daniels Consultancy Full timeJob Title: Financial Support AssistantJob Summary: We are seeking a highly organized and detail-oriented Financial Support Assistant to join our team at Owen Daniels Consultancy. As a Financial Support Assistant, you will provide key support to our finance team, ensuring the smooth operation of our financial processes.Key Responsibilities:Support the finance...
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Senior Financial Director
2 days ago
Bromsgrove, Worcestershire, United Kingdom Resolve Capital Group Limited Full timeFinancial Leadership RoleResolve Capital Group Limited is seeking an experienced Senior Financial Director to join our team. This role offers a competitive salary of £80,000 - £100,000 per annum, depending on experience.About the RoleWe are looking for a highly skilled and accomplished financial professional to lead our finance function. As a Senior...