The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.
We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom.
Responsibilities
Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices.
You must have experience working in an administrational role and be keen to pursue a career within financial services.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen.
An independent insurance brokerage based in the Stourbridge area on the lookout for an ambitious individual eager progress in their insurance career as a Commercial Account Handler.
While you'll initially dive into a role rich in administrative tasks, the beauty of this opportunity lies in its potential for development, allowing you to carve a path that aligns with your aspirations.
In this role, you'll be working closely with our seasoned Managing Director (MD), who brings a wealth of knowledge and experience from their tenure at a top 5 Global insurance brokerage.
A truly independent insurance brokerage (I know that's rare in today's world isn't it!)
Who's MD previously worked at a Global broker, is looking for a Commercial Account Handler to take over a position from the current role holder who is retiring soon.
Joining a small, yet highly knowledgeable team, you will be technically strong and will have cross class commercial lines experience and first-class client servicing skills.
The role is focused on leading the finance team and bridging finance and non-finance colleagues.
Trinity House Group is working exclusively with an educatio organisation in Birmingham to recruit a Senior Finance Manager with a medium-term progression plan to become Finance Director.
Our client is a leading Independent Insurance Broker and they are now due to continued growth are looking for an SME/ Commercial Account Handler to add to the team
Our client trades on an open market policy allowing access to all markets to provide the client base with the most competitive terms and cover available on the market.
This is a unique position as our client is open to Existing Handlers who are looking for their next step in their career or you want to move up from a SME Handling position to a Commercial Handling role
Excellent opportunity to join this thriving and expanding business as a Commercial Underwriter.
This award winning dynamic business is well established in the market and have carved a strong reputation for providing specialist, niche and innovate Insurance products for a range of clients.
This role is on their newly formed Trading Team, where they have listened to feedback and set up a team to provide underwriting solutions to their partners.