Financial Planning Coordinator

About the Role: As a Financial Planning Coordinator at IDEX Consulting Ltd, you will play a vital part in ensuring the highest level of customer satisfaction. Your primary responsibility will be to investigate and resolve client complaints in a timely and professional manner. You will also support the analysis of customer feedback processes and ensure that...

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...

Senior Ledger Accountant Job DescriptionWe are seeking a highly skilled and experienced Senior Ledger Accountant to join our team at AFH Wealth Management.In this key role, you will be responsible for managing and reviewing the company's financial ledgers, ensuring accurate and timely processing of financial transactions, and maintaining compliance with...

Senior Financial Operations Manager RoleWe are a dynamic and growing company seeking a highly skilled Senior Financial Operations Manager to join our team at AFH Wealth Management.In this key role, you will be responsible for overseeing the day-to-day financial operations of the company, ensuring accurate and timely processing of financial transactions, and...

Senior Financial Operations CoordinatorA leading accountancy practice in Bromsgrove is seeking a highly skilled Senior Financial Operations Coordinator to coordinate financial operations and drive efficiency across the organization. As a key member of the finance team, you will play a vital role in managing financial data, preparing financial reports, and...

Job OverviewSinclair Evans is currently looking for a Financial Operations Coordinator with strong organisational skills and attention to detail to manage their financial operations effectively.The Financial Operations Coordinator will work closely with the finance team to ensure the smooth day-to-day running of the business. This includes managing ledgers,...

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...

We are seeking a highly skilled Financial Planning Director to join our team at The Spire Church of England Learning Trust.The successful candidate will be responsible for developing comprehensive financial plans, budgets, and forecasts that ensure the financial health of our Trust. With 37 hours per week, term-time only plus 30 days, this role offers a...

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...

We Are Workforce Ltd is seeking a highly skilled Financial Operations Coordinator to join our team. As a key member of our accounting department, you will be responsible for maintaining the accuracy and integrity of our financial records.The ideal candidate will have excellent attention to detail and strong organizational skills, with the ability to work...

Job OverviewThis employed position in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser. You will be providing ongoing annual servicing to existing clients for their financial planning needs, maintaining and building client relationships while spotting new business opportunities.The role involves conducting...

This employed position in Bromsgrove is ideal for a qualified individual keen to develop their skills as a Financial Adviser.As a key member of Premier Jobs UK Limited, you will provide ongoing annual servicing to existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity...

About the Role:We are seeking a highly motivated and diploma-qualified individual to join our team as a Financial Adviser.As a key member of our Premier Jobs UK team, you will be responsible for providing ongoing annual servicing to clients, maintaining and building client relationships, and identifying new business opportunities.You will conduct in-depth...

Are you passionate about financial planning in the entertainment industry?Addington Ball Recruitment Ltd is seeking a Senior Accountant to join their team. This role will involve supporting a niche portfolio of clients across the film and sport industries.This is a fantastic opportunity for someone with experience in taxation and compliance. You will be...

Company OverviewMortgage & Protection Adviser Role in BromsgrovePremier Jobs UK Limited is a leading IFA firm providing comprehensive financial planning services to individuals and families.

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 OverviewSandvik, a global high-tech engineering group, seeks an experienced Financial Planning Manager to join their team in Bromsgrove.About the RoleThe ideal candidate will possess a strong accounting background and excellent analytical skills. As a Business Controller, you will be responsible for producing period-end reports and analysis, providing...

Job OverviewPolaris is seeking a Financial Services Coordinator to manage financial records, process invoices, and maintain accurate ledgers.This role involves working closely with customers and suppliers to ensure smooth transactions and resolving any discrepancies in a timely manner.Responsibilities:Process and manage sales invoicesManage sales ledger and...

About the RoleWe are seeking a highly motivated and diploma-qualified individual to join our team as a Financial Adviser in Bromsgrove. In this exciting opportunity, you will be responsible for delivering excellent customer service, developing strong relationships with existing clients, and identifying new business prospects. Your primary goal will be to...

Financial Planning RoleWe are seeking a highly skilled and organized Paraplanner to join our team at AFH Wealth Management, where you will play a key role in supporting our financial advisors and contributing to our ongoing success.This is a challenging yet rewarding opportunity for someone who is passionate about the financial services sector and has a keen...