Financial Services Expert
17 hours ago
Austin Fraser is seeking a highly competent Independent Financial Adviser to provide expert investment advice within regulatory guidelines and the firm's procedures.
This role requires a deep understanding of financial products, market dynamics, and regulatory frameworks. The ideal candidate will have a proven track record in financial planning and a strong commitment to client service.
- Maintain up-to-date knowledge of financial products, market conditions, and legislative changes.
- Undertake continuous professional development (CPD) to enhance knowledge and skills, fulfilling the requirements set by regulatory bodies.
- Provide detailed and clear information to clients about investment products, ensuring understanding of risks, costs, and tax implications.
- An approved qualification, such as a Diploma in Regulated Financial Planning.
- A minimum of three years' experience dealing with clients and five years in the financial industry.
- A strong understanding of the Financial Services and Markets Act 2000, the Financial Services Act 2012, and other relevant regulatory frameworks.
- Proficiency in Microsoft Office, especially Word and Excel.
- Opportunities for professional growth and obtaining further qualifications, such as Chartered Financial Planner status.
- A competitive salary and benefits package of up to £60k per annum.
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Experienced Financial Services Expert Sought
3 days ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAbout the RoleWe are looking for an experienced financial services expert to contribute to our advisory team in the UK. This is a full-time, permanent opportunity for growth and development.The successful candidate will possess:A proven track record as a financial adviserOutstanding service skills and regulatory knowledgeAn ability to collaborate effectively...
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Sales and Rental Location Operations Expert
6 days ago
Birmingham, Birmingham, United Kingdom Volkswagen Financial Services Full timeAbout 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...
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Financial Services Expert
21 hours ago
Birmingham, Birmingham, United Kingdom KM Education Recruitment Ltd Full timeJob Title: Financial Services ExpertKM Recruitment is a specialist UK-wide recruiter for the Skills and Employability sectors. We are seeking an experienced professional to join our growing delivery team as a Financial Services Expert.Key Responsibilities:Assess and coach apprentices undertaking Apprenticeships in Financial Services Level 2, Senior Financial...
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Financial Services Delivery Expert
16 hours ago
Birmingham, Birmingham, United Kingdom KM Education Recruitment Ltd Full timeJob Description: Financial Services Delivery Expert We are seeking a highly experienced and skilled delivery expert to join our team as a Financial Services Delivery Expert. This is an excellent opportunity for someone who is passionate about delivering high-quality training and support to learners in the Financial Services sector.About the Role:In this...
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Financial Services Regulatory Expert
4 weeks ago
Birmingham, Birmingham, United Kingdom BDO UK Full timeExpert Financial Services ConsultantWe're seeking an experienced Financial Services Regulatory Expert to contribute to maintaining deep client relationships while developing specialist technical and regulatory knowledge.Key Responsibilities:Bring experience in internal audit, consulting, or a regulatory role in financial services to our team.Demonstrate...
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Financial Services Expert
2 weeks ago
Birmingham, Birmingham, United Kingdom Evelyn Partners Fund Solutions Limited Full timeExpertise Required: We seek an expert in financial services to join our Audit team in Birmingham. The ideal candidate will have ACA/ACCA qualifications or equivalent and proven experience in UK audit and accounts within a professional services firm. Local market experience is preferred.Key Responsibilities: Train and develop junior staff.Review audit team...
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Financial Services Operations Expert
4 weeks ago
Birmingham, Birmingham, United Kingdom Page Personnel Sales Full timeJob Title: Financial Services Operations ExpertEstimated Salary: £28,000 - £38,000 per annum.About Our Client:Our client is a leading provider of business services, operating in the Birmingham area. They offer a range of solutions to clients, including financial analysis, budgeting, and auditing.Key Responsibilities:Analyse financial data and prepare...
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Financial Services Business Expert
5 days ago
Birmingham, Birmingham, United Kingdom Inspired Thinking Group Full timeKey ResponsibilitiesThe successful candidate will be a highly motivated Financial Services Business Expert with strong analytical skills. Key responsibilities include operating in a finance business partnering capacity, supporting client account teams, and preparing monthly job trackers to gross margin level.
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Financial Services Expert
3 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Full timeAt IDEX Consulting, we are seeking a highly skilled Financial Services Expert to join our top-tier banking and finance practice in either Birmingham or Nottingham.The ideal candidate will have spent the early part of their career in a banking and finance discipline, with strong general banking experience and a desire to take the next step in their career.We...
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Financial Services Transition Expert
6 days ago
Birmingham, Birmingham, United Kingdom Deutsche Bank AG Full timeJob DescriptionWe are seeking a highly skilled Financial Services Transition Expert to join our team at Deutsche Bank AG. This is an exciting opportunity to work in a dynamic environment and contribute to the success of our Core Banking Services.The ideal candidate will have a strong background in IT and experience working in large corporate environments,...
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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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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 Planning Career
17 hours 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 Expert
5 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeAre you an experienced financial professional seeking a challenging and rewarding role as a home-based Financial Advisor in Birmingham?This position presents a unique opportunity to join a reputable IFA firm that consistently delivers exceptional client service.The business offers a comprehensive package including quality leads, existing clients, and a...
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Financial Planning Expert
6 days ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeSenior Financial ConsultantA competitive salary of up to £60k is on offer for this highly rewarding role as a Senior Financial Consultant.We are seeking an experienced and qualified financial expert to provide expert investment advice within regulatory guidelines. This position requires a deep understanding of financial products, market dynamics, and...
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Financial Modelling Expert
3 days ago
Birmingham, Birmingham, United Kingdom Hays Taxation Full time**About the Role**Hays Senior Finance is seeking a skilled Financial Modelling Expert to join their Transfer Pricing Team. This team specialises in helping organisations understand the pricing implications of goods and services between related parties.The successful candidate will have previous experience in transfer pricing or international tax, and be...
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Financial Services Expert
6 days ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob DescriptionThis is an exciting opportunity to inherit a client bank and take over the ongoing financial planning servicing for clients in three key locations.You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain relationships while seeking new...
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Financial Adviser Opportunity
3 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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Corporate Tax Specialist
18 hours ago
Birmingham, Birmingham, United Kingdom Pro-Tax Full timePro-Tax Recruitment is currently seeking a skilled Corporate Tax Specialist to join their team of experts in Financial Services. This exciting opportunity will allow you to work with some of the biggest and most profitable global financial services institutions in the market.The ideal candidate will have strong skills in corporate tax and a desire to work...
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Financial Compliance Expert
3 days ago
Birmingham, Birmingham, United Kingdom Goldman Sachs Full timeAbout the PositionWe are seeking a skilled Financial Compliance Expert to join our Internal Audit team at Goldman Sachs. As a key member of our organization, you will play a critical role in ensuring the firm's compliance with laws and regulations. With over 7 years of experience in Computer Science, Information Security, Engineering, or equivalent...