This remote based Financial Advisor job in North Birmingham / Stafford provides an attractive basic salary of up to £80,000 and an existing client bank to takeover.
You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection.
You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.
This employed Financial Adviser job covering North Birmingham, Cannock and Wolverhampton provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
You will be provided with clients from one of the Directors of the business and also newly acquired clients.
The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.
They are a 3 Partner firm and due to additional work load they are now in the market for a Client Portfolio Manager with a consideration to make Partner.
Kenton Black are delighted to be working with a reputable firm of Chartered Accountants in Stafford.
Established more than 30 years, they have a large and loyal client base, each with their own bespoke requirements.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Cannock.
We are looking for someone Fully CeMAP qualified with 2 years of mortgage broking experience.
With leads provided by the Estate Agency team, this is a fast-paced office with excellent earning potential.
A leading financial services business (with a main concentration on asset leasing) is looking for a Regional Sales Manager (Business Development & Account Management role - no team management responsibility), to join their established and well-respected business.
The role will be tasked with developing new opportunities for the business, whilst also learning the sector and over time managing repeat customer relationships.
This role will report to a Sales Manager, and work closely with the National Sales Leader, to identify, approach and account manage new customers across the West Midlands area.
Are you an experienced Client Manager who would love to work with a highly regarded firm in Stafford?
General
We're looking for someone who is ACCA qualified or equivalent, with a minimum of three years' experience in UK practice.
Enjoying stable growth, this reputable firm is looking for a hands-on candidate who can hit the ground running to support a diverse, loyal, and growing client portfolio.
You will be responsible for making lending decisions on new and renewal business, typically credit lines up to £1m, and making recommendations, and preparing full credit write ups for larger requests to be submitted to the credit committee and the globally based head office.
They are currently recruiting for an experienced credit risk analyst to join the UK funding and credit team.
Our client is the UK division of a global vehicle funding and fleet management business serving a wide range of industries and organisations, both in the public and private sector.