Posted by IDEX Consulting Ltd • £60K/yr to £90K/yr
An expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
We are partnered with a rapidly expanding and acquisitive Wealth Management firm in their search for a Training & Competency Manager.
As Training & Competency Manager you will be responsible for ensuring adherence to both the FCA's and internal Training and Competence (T&C) regime, which requires firms to be able to demonstrate that relevant staff have the right qualities and competencies to carry out their responsibilities appropriately.
Own, manage and drive the plan for delivering training and competency for new starters aligned to company, industry and regulatory standards.
Posted by Premier Jobs UK Limited • £24K/yr to £28K/yr
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
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.
If you're passionate about giving individual clients guiding and support and a quality service, this is the company for you.
Job Description
Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice.
SF Recruitment are delighted to be working with a Sutton Coldfield based high growth service business who are looking for a Financial Accountant on a permanent basis.
You will report directly into the CFO who is looking for an individual who will be happy to be thrown in at the deep end, absorbing information and knowledge about the business and how they operate.
All round experience of financial accounting is important for this role and you will be responsible for the following amongst other things:
NJR are currently working with an Independent Financial Adviser firm based in Sutton Coldfield who is currently looking for an IFA Administrator to join their team.
The purpose of the IFA Administrator is to work as part of the team to ensure clients receive the best service possible.They will be providing support to the business with a strong focus on delivering excellent customer service and super administration support to the Advisers.
Key responsiblities of the IFA Administrator
To be the first point of contact for all external telephone enquiries.
Posted by Premier Jobs UK Limited • £28K/yr to £32K/yr
General
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.
As an IFA Administrator, your duties will include
Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients.
Posted by James Andrew Recruitment Solutions (JAR Solutions) • £50K/yr to £60K/yr
We are currently partnering with an industry leading organisation, who are recruiting for a Financial Accountant to join their team on a permanent basis.
The successful candidate will ensure all internal and external financial reporting requirements are achieved in line with standards.
This is a full-time, hybrid position (two days WFH) with a salary band of £50,000-£60,000 and the start date is subject to notice.
Our client is a growing accountancy practice looking to expand and add an accountant to their dynamic team.
Role Overview: As an Accountant, you will play a crucial role in managing financial records, preparing accounts, and providing expert advice to clients.
Based in Birmingham, they have been providing comprehensive financial services to a diverse range of clients.