Financial Policy Advisor
3 weeks ago
We are seeking a skilled Financial Adviser to join our team in Birmingham. This is an excellent opportunity for individuals who have experience in financial planning, analysis, and management.
Key Responsibilities:- Prospecting and contacting potential clients to advise them on their financial circumstances and objectives.
- Maintaining accurate client records, including contact information, financial data, and service agreements.
- Developing and implementing effective financial plans tailored to individual clients' needs.
- Providing expert advice on investment options, tax planning, and risk management strategies.
- Conducting thorough research on financial markets, products, and services to stay up-to-date with industry developments.
- Collaborating with colleagues to achieve team goals and objectives.
The ideal candidate will possess excellent communication and interpersonal skills, with the ability to work effectively with diverse groups of people. They will also have strong analytical and problem-solving skills, with a keen eye for detail and a commitment to maintaining high standards of professionalism.
Artemis Recruitment Consultants Ltd offers a competitive salary range of £40k-£60k, reflecting the importance we place on attracting and retaining top talent. If you are a motivated and results-driven professional looking for a new challenge, please consider this exciting opportunity.
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Policy Advisor
3 days ago
Birmingham, Birmingham, United Kingdom FALCON INSURANCE Full timeJob Title: Policy AdvisorEstimated Salary: £25,000 - £30,000 per annumJob DescriptionAt Falcon Insurance, we are seeking a highly skilled Policy Advisor to join our team. As a Policy Advisor, you will be responsible for delivering exceptional customer service and ensuring customer retention throughout policy duration.Amend customer policies via email or...
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Life Insurance Sales Leader
1 month ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeLife Insurance Sales OpportunityAdvisor GroupSales Vice PresidentJob Summary: We are seeking a Sales Vice President to join our team at Advisor Group. The ideal candidate will have a strong background in life insurance sales and a proven track record of success in building and maintaining relationships with clients.Key Responsibilities:Implement sales...
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Insurance Sales Consultant
3 weeks ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeAbout UsAdvisor Group is a leading financial services organization dedicated to helping individuals achieve their financial goals.Job SummaryWe are seeking an experienced Insurance Sales Consultant to join our team. As a key member of our sales team, you will be responsible for prospecting advisors within the insurance industry to bring insurance planning to...
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Strategic Insurance Solutions Consultant
3 weeks ago
Birmingham, Birmingham, United Kingdom Advisor Group Full timeCompany Overview:We are a leading member of Advisor Group, a prominent player in the insurance industry.About the Role:This is an exciting opportunity for a highly motivated and experienced Sr. Advisor Consultant to join our team within Highland Capital Brokerage.Job Summary:We are seeking a skilled professional with extensive knowledge of life, LTC, DI, and...
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Financial Services Consultant
7 days 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 Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJob SummaryWe are seeking a highly skilled Financial Services Advisor to join our team at Quilter Financial Planning. As a Protection Specialist, you will play a crucial role in providing expert advice to clients, ensuring their financial well-being and peace of mind.About the Role:Provide high-quality protection advice to clients, fact-finding effectively...
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Protection Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full timeJoin Our Team as a Protection Advisor and work on a Self-Employed Basis for Quilter Financial Planning, an award-winning network with a loyal client base.Your Key Responsibilities:• Provide high-quality and professional Protection advice to valued clients.• Effectively fact-find to establish clients' current finances, needs, and future aspirations.•...
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Financial Advisor
4 weeks ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeThe investment advisor role at Okailgroup is a chance to develop a comprehensive range of experience and training in the financial services sector.In this position, you will provide support and assistance to the team while adapting to changing responsibilities and using them to enhance your professional growth.Key Areas of Responsibility:Develop a proactive...
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Midlands Financial Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Description: As a Paraplanner at Premier Jobs UK Limited, you will play a vital role in supporting our Senior Financial Advisors in delivering exceptional financial planning services to our clients. Your key responsibilities will include providing comprehensive paraplanning support, ensuring compliance with industry regulations, and collaborating closely...
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Trainee Financial Advisor
2 weeks 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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Home-Based Financial Advisor Opportunity
1 week ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are looking for a skilled Financial Advisor to join our team in Birmingham. The successful candidate will have a strong understanding of financial planning principles and be able to deliver high-quality advice to clients.Key Tasks:Service existing clients and identify new business opportunities.Design and implement tailored financial plans...
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Financial Advisor Support Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a leading provider of financial services, with a strong focus on delivering high-quality advice to HNW individuals and SMEs.We pride ourselves on our commitment to staff retention and talent development, creating a positive work environment that fosters growth and success.Salary & BenefitsThe successful candidate...
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Advisory Solutions Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...
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Birmingham, Birmingham, United Kingdom HS2 (High Speed Two) Full timeAbout the RoleHS2 Ltd is seeking an accomplished Senior Financial Accountant to contribute significantly to the strategic development of its financial systems, policies, and procedures. As a key member of the Finance team, you will play a pivotal role in defining, implementing, and monitoring technical accounting policies, operational procedures, and...
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Financial Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Hays Senior Finance Full timeCompany OverviewHays Senior Finance is pleased to present an exciting opportunity for a talented financial professional to join their team in Birmingham. As a trusted advisor, you will work closely with SME businesses to support their business decision-making and drive commercial growth.SalaryWe are offering a competitive salary of £40,000-£60,000 per...
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Senior Financial Advisor
1 month ago
Birmingham, Birmingham, United Kingdom BDO Full timeDelivering Expert Financial AdvisoryBDO's Transaction Services team provides a wide range of financial advisory services to businesses, including financial due diligence, transaction advisory, and financial reporting. We are seeking a Senior Financial Advisor to join our team.About the RoleProject manage larger client engagements, determining project scope...
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Financial Planning Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob Title: Administration PensionsAbout Us: Premier Jobs UK Limited is a rapidly growing financial planning firm in the Midlands. We are looking for a skilled Paraplanner to join our team and provide paraplanning support to our Senior Financial Advisors.Job Overview: As a Paraplanner, you will be responsible for providing comprehensive paraplanning support...
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Financial Debt Resolution Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Bell Cornwall Full timeTake your career to the next level as a Financial Debt Resolution Advisor at Bell Cornwall!About the PositionPlay a critical role in resolving debt-related issues for our clients.Develop and maintain strong relationships with clients through excellent communication skills.Contribute to the growth and success of our organization.Salary Range:£30,000 -...
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Strategic Financial Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Michael Page (UK) Full timeAbout the RoleWe are seeking a highly skilled Strategic Financial Advisor - Infrastructure Projects to join our client, a leading organisation in the property industry. This is an exciting opportunity for a talented finance professional to work on high-profile infrastructure projects and contribute to the company's continued growth and success.Key...
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Strategic Financial Business Advisor
2 weeks ago
Birmingham, Birmingham, United Kingdom Inspired Thinking Group (ITG) Full timeAs a Financial Business Partner, you will be integral to driving strategic and operational decision-making for our client account teams. You will provide expert financial insights to support informed decision-making, ensuring the optimal performance of our business.About the RoleWe are seeking an experienced Strategic Financial Business Advisor to join our...