A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients, is looking to add to their growing team.
They are committed to delivering personalised solutions tailored to each client's unique financial goals and objectives, and have good reputation in the market as a growing financial planning practice.
General
They are also a larger practice with several offices across the country but they have retained the feel of a small, friendly culture in which to work.
A well-established distribution company with an admirable reputation
The role
This Senior Business Development Manager role is to lead from the front, to ensure the continual growth of the company's targets across the full portfolio of services whilst growing the existing revenue streams.
This senior role will support, manage and develop the existing sales activity at a national level.
One of the areas most highly regarded, successful and award winning estate agents are looking to recruit an employed mortgage advisor for their network.
The ideal candidate will have a proven track record in providing high-quality mortgage advice and guidance to clients.
As a Mortgage Advisor, you will be responsible for assessing customers' financial situations, offering suitable mortgage products, and providing ongoing support throughout the mortgage application process.
Benefits: Hybrid Working, Performance-Related Bonus, Pension, Life Assurance, Additional Holiday Purchase, Healthcare, Subsidised Gym Memberships, Cycle to Work scheme, Discount Vouchers and Access to Wellbeing Resources.
General
You are passionate about pursuing a career in finance and eager to take on new challenges.
You have advanced Excel skills (including V-Look Up and Pivot Tables), an fantastic eye for detail ensuring accurate accounts, and you are an excellent communicator across all levels.
MERJE, West Midlands, England, United Kingdom (Hybrid)
Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.
They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.