Financial Advisory Specialist

About the RoleWe are seeking a talented Complaints Specialist to join our team at IDEX Consulting Ltd.The ideal candidate will have experience working in the financial services sector, with a strong understanding of customer complaints procedures and regulations.The key responsibilities of this role include:Investigating client complaints and resolving them...

Job Title: Accounts Senior SpecialistAre you a detail-oriented and organized accounting professional looking for a challenging role in financial operations?We are seeking an experienced Accounts Senior Specialist to join our team at AFH Wealth Management, a leading independent financial advisory and wealth management firm.As a key member of our Finance team,...

Job OverviewAFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We are seeking a Financial Planning and Analysis professional to join our Finance team. As a key member of our team, you will be responsible for providing day-to-day support to the management accounts team, ensuring up-to-date...

Job OverviewNFP, an Aon company, is seeking a Pension Advisory Manager to join our team. As a key member of our advisory team, you will be responsible for providing expert advice on pension products and helping clients achieve their long-term financial goals.Responsibilities:Conduct thorough analyses of clients' financial situations and develop personalized...

Job DescriptionAt IDEX Consulting Ltd, we are seeking a highly skilled Complaints Specialist to join our team in the Customer Care Team.This is an exciting opportunity for a motivated and experienced individual to work with a leading Financial Advisory and Wealth Management business.The successful applicant will be responsible for carrying out investigations...

About the RoleIn this challenging role, you will be responsible for conducting reviews of bookkeeping records, VAT submissions, management accounts, financial statements, and corporation tax submissions.You will also draft advisory documents, possess a solid understanding of personal tax, and demonstrate a strong grasp of necessary disclosures.

AFH Wealth Management is a leading independent financial advisory firm in the UK.About UsWe pride ourselves on our people-centric approach to business, and we're committed to providing excellent career opportunities for ambitious individuals like you.This role may appeal to a diploma-qualified adviser seeking to develop their client relationships skills...

Job Title: Financial Planning SpecialistAbout the Role:We are seeking a Diploma qualified individual to join our team as a Financial Planning Specialist in Bromsgrove. This role involves providing ongoing annual servicing to existing clients for their financial planning needs, enabling you to maintain and build client relationships while identifying new...

Job Title: Financial Accountant ManagerThe Bromsgrove office of a renowned accounting practice is seeking an experienced Financial Accountant Manager to join their team on an immediate basis. As a key member of the Accounting Team, you will be responsible for overseeing the financial operations of local SMEs, ensuring their accounts and tax affairs are...

Financial Management Specialist Job DescriptionWe are seeking an experienced Financial Management Specialist to join our team at a forward-thinking accountancy practice in the Bromsgrove area. This is an excellent opportunity for a qualified accounting professional to take on a challenging role and utilize their skills to manage client finances.Salary:The...

About the RoleWe are seeking a skilled Financial Management Specialist to join our team at Sandvik. As a key member of our Sales organization, you will play a critical role in driving financial performance and strategic decision-making.Key responsibilities include producing period-end reports and analysis, providing long-term planning, budgeting, and...

Job OverviewAs a Financial Regulatory Specialist at IDEX Consulting Ltd, you will be responsible for handling client complaints and ensuring the highest level of customer satisfaction.

Job DescriptionWe are seeking a seasoned Financial Planning Specialist to help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies. The ideal candidate will have strong communication skills to explain pension concepts clearly and concisely.Key Responsibilities:Meet with clients to understand their...

ParaplannerWe are seeking a highly motivated and detail-oriented Paraplanner to join our team at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.This is a full-time, permanent opportunity with hybrid working and a competitive salary of £40,000 - £60,000 per annum, depending on experience.The ideal...

About Us">AFH Wealth Management is a leading independent financial advisory and wealth management firm in the UK, dedicated to providing exceptional client experiences and expert financial advice.We have over 30 years of experience and more than 200 accredited advisers nationwide, making us one of the largest independent financial advisory firms in the UK.We...

About the Role SF Group is currently seeking a skilled Financial Account Specialist to join their team at a well-established business based in Bromsgrove. As a key member of the finance department, you will be responsible for managing the sales ledger, processing payments, and maintaining accurate financial records.This permanent position requires an...

Welcome to AFH Wealth Management, where we're dedicated to delivering exceptional financial advisory and wealth management services to our clients. We're seeking a talented and ambitious individual to join our team as a Financial Planning Advisor.As a key member of our team, you'll have the opportunity to contribute to our mission while developing your...

Job Overview">AFH Wealth Management, a leading independent financial advisory and wealth management firm in the UK, is seeking an experienced Financial Researcher to join their team.The successful candidate will have a strong background in financial planning and research, with excellent analytical and communication skills.This role offers a competitive...

Key ResponsibilitiesClient Management: Oversee an assigned portfolio, ensuring compliance with UK tax obligations, explaining reporting requirements, and notifying clients of deadlines.Tax Return Preparation: Prepare complex UK tax returns, ensuring accurate information capture, analysis, and communication of tax implications to senior management or...

We are seeking a skilled and motivated Financial Reporting Specialist to join our client's dynamic finance team. The ideal candidate will thrive in a fast-paced setting, with the right support, training and development around.Job OverviewThe role is pivotal to the success of the business and continued growth in a rapidly evolving market. You will be...