Senior Financial Adviser
1 week ago
Due to recent growth and acquisitions, a Boutique firm of Financial Planners are seeking an experienced Independent Financial Adviser to join the team.
Key Responsibilities will include:
- Conduct comprehensive financial analysis for clients
- Develop personalized financial plans that align with clients' objectives
- Provide recommendations on investment strategies, asset allocation, and portfolio diversification based on clients' risk profiles and financial goals.
- Monitor and review clients' portfolios on a regular basis, making adjustments as needed to ensure optimal performance and risk management.
- Collaborate with other financial professionals, to develop integrated financial solutions for clients.
- Educate and guide clients on various financial topics, including retirement planning, tax optimization, insurance coverage, and estate planning.
- Build and maintain strong relationships with clients, ensuring high levels of client satisfaction and retention.
- Generate new business opportunities through networking, referrals, and proactive marketing initiatives.
The successful candidate must have the Diploma in Regulated Financial Planning. You will be able to operate with professional integrity, focusing on providing robust and cost effective solutions based on client requirements as well as having a successful track record of building and sustaining relationships with client and third party potential introducers. Strong verbal and written communication skills are required, with the ability to communicate complex investment and financial planning issues to clients.
You will also have experience in networking and attracting new Clients through business development and effective business planning to grow a client bank and building relationships.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
-
Trainee Financial Adviser
1 month ago
Coventry, UK, West Midlands, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Coventry to join a Chartered Independent Financial Advice FirmWe are representing an excellent wealth management chartered independent firm, who provide the highest level of technical financial planning. They provide specialist advice and guidance to companies, individuals,...
-
Independent Financial Advisor
1 month ago
Birmingham, UK, West Midlands, United Kingdom Chase de Vere Full timeINDEPENDENT FINANCIAL ADVISERThis role will be based around the Birmingham area2025 startKnowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them.Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved...
-
Independent Financial Advisor
1 month ago
Birmingham, UK, West Midlands, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdviserIndustry: Wealth ManagementLocation: BirminghamSalary: up to £60,000 (salaries negotiable dependent on experience and skill-set)Job reference: 9364Job Description:Are you an experienced financial adviser ready to take the next step in your career? Recruit UK are seeking a qualified Financial Adviser to join our successful and...
-
Senior Recruitment Consultant
1 month ago
Wolverhampton, UK, West Midlands, United Kingdom GTC Recruitment Full timeFinancial Recruitment ConsultantLocation: Birmingham Salary: Up to £40,000 base plus commission Working Arrangement: Office-based 3 days a week, with flexibility discussed on an individual basisAre you an experienced financial recruitment consultant with a strong background in tax and audit accountancy? We are seeking a driven and dynamic individual to join...
-
Independent Financial Advisor
1 month ago
Birmingham, UK, West Midlands, United Kingdom Ferguson Dean Full timeA Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...
-
Chief Financial Officer
1 week ago
Dudley, UK, West Midlands, United Kingdom STOIX | B Corp™ Full timeFinance & IT Director (Manufacturing Sector)Birmingham / WolverhamptonSix-figure basic salary plus, car, excellent bonus, LTIP, and a comprehensive benefits package.Hybrid working (4 days in the office)As part of its growth strategy, we are working with an exciting business to appoint a Finance Director. The Finance Director will report directly to the...
-
Senior Welding Engineer
4 weeks ago
Wolverhampton, UK, West Midlands, United Kingdom NES Fircroft Full timeSenior Welding EngineerLocation - Wolverhampton We are recruiting on behalf of our client for a Senior Welding Engineer who will be responsible for the operational welding governance ensuring that it meets the accreditation to the required standards. Technical Project Welding Technical Review, lead and advise on all technical requirements pertaining to...
-
Financial Controller
1 week ago
Solihull, UK, West Midlands, United Kingdom T2M Resourcing Full timeJob Title: Financial Controller Location: Solihull Salary: Up to £80,000 subject to experience T2M Resourcing is recruiting a Financial Controller on behalf of a successful and growing services company. This is a fantastic opportunity to join a dynamic organisation where you will manage a small finance team and be a key member of the Senior Leadership...
-
Compliance Officer
2 weeks ago
Leicestershire, UK, East Midlands, United Kingdom Medlock Partners Full timeCompliance Officer (Financial Planning Practice )LeicestershireSalary up to to £35,000Death in service Fully funded staff eventsHybrid working We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Midlands. This is an employed desk-based role, providing Training and Competence supervision and...
-
Financial Controller
1 week ago
Birmingham, UK, West Midlands, United Kingdom Gleeson Recruitment Group Full timeGleeson Recruitment Group are exclusively working with a local market leader in South Birmingham, looking to recruit a Financial Controller. This role will play a pivotal role in driving financial success within a thriving organisation, working alongside the Finance Director and other senior leaders across the business. The RoleAs Financial Controller, you...
-
Financial Director
1 week ago
Birmingham, UK, West Midlands, United Kingdom Camino Search Full timeFinance Director I Fast Global Growth I Health TechCamino Search is excited to partner with a rapidly expanding global healthcare company, on a trajectory for significant growth and planning for a strategic exit within the next 24 months.As the Finance Director, reporting directly to the CEO, you will play a pivotal role in shaping the financial strategy and...
-
Financial Accountant
2 weeks ago
Dudley, UK, West Midlands, United Kingdom Pertemps Network Group Full timeWe are recruiting a Financial Accountant to join a family business who are located in Kingswinford. We have a 75m turnover and we operate nationally within the UK.This is an outstanding opportunity for someone to establish themselves in. Due to our strategic growth and service diversification, the company is now looking to hire a Financial Controller to take...
-
Financial Director
2 weeks ago
Worcestershire, UK, West Midlands, United Kingdom AtkinsClarke Full timeOVERVIEWAtkinsClarke is pleased to present an exciting opportunity for a Finance Director vacancy - to join a growing Manufacturing business based in Worcestershire. This role has become available due to an internal promotion and offers a thorough handover from the incumbent, ensuring a smooth transition. It’s an excellent opportunity for a first-time...
-
T&C Specialist
6 days ago
Birmingham, UK, West Midlands, United Kingdom IDEX Consulting Ltd Full timeTraining and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingBirminghamJob descriptionWhat the Hiring Manager SaysWe provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...
-
Financial Controller
1 week ago
Birmingham, UK, West Midlands, United Kingdom greenwellgleeson Ltd Full timeGreenwellgleeson are recruiting for a UK Controller to oversee the UK finance function of a global manufacturing business based in Birmingham.Duties of the role will include:Directs and oversees accounting operations for all UK sites, leading and managing the Local UK Finance Team.Coordinates monthly, quarterly, and annual accounting close processes.Conducts...
-
Financial Analyst
2 weeks ago
Birmingham, UK, West Midlands, United Kingdom Marks Sattin Full timeMarks Sattin is searching for a Senior Financial Analyst to join our manufacturing client based in the Birmingham Area. You will be an influential force, and will support senior management with their decisions. Your insights will incorporate sales, margin, pricing, cost analysis, and product analysis, while also supporting budgeting and forecasting.My client...
-
Senior Planner
7 days ago
Birmingham, UK, West Midlands, United Kingdom People 3 Construction Full timeSenior Planner - BirminghamWe are looking for an highly experienced Senior Planner to join our client and their Construction West Team in Birmingham - focussing on high profile, technically complex projects across multiple sectors. This role is an ideal opportunity to progress in your career as part of a talented, diverse and supportive team!As a Senior...
-
Chief Financial Officer
1 week ago
Birmingham, UK, West Midlands, United Kingdom Camino Search Full timeCFO I Exit within 24 months I Health TechCamino Search is thrilled to partner with a rapidly expanding global healthcare company, poised for significant growth and planning a strategic exit within the next 24 months.As CFO, you will report directly to the CEO and play a crucial role in shaping the financial strategy while driving performance during a period...
-
Senior FP&A Analyst
1 week ago
Warwickshire, UK, West Midlands, United Kingdom Gleeson Recruitment Group Full timeGleeson Recruitment Group are seeking a Senior Financial Planning & Analysis (FP&A) Analyst vacancy. The ideal candidate will be responsible for leading the budgeting, forecasting, and financial performance reporting processes. This role will drive financial insights, help optimise business strategies, and provide critical support to senior management to...
-
Financial Reporting Manager
1 week ago
Birmingham, UK, West Midlands, United Kingdom Gleeson Recruitment Group Full timeGleeson Recruitment Group are recruiting for a dynamic Financial Reporting Manager role based in Birmingham, offering an excellent remuneration package and the opportunity to join a forward-thinking organisation.This role is perfect for an ambitious individual with a strong technical accounting background who is ready to lead and make an impact within a...