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.
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Services Administrator to provide support to the planning process.
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.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
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.
My client, a leading UK and European privately owned Investment and Property Management company specialising in Commercial and Residential property, are currently seeking an experienced Senior Property Accountant with Service Charge experience, to join their Kingswinford accounts team and supervise the day-to-day running of the team.
Senior Property Accountant (Service Charge) - Kingswinford - £40,000 to £45,000 DOE
Reporting the Property Accounts Manager, the Senior Property Accountant will be leading and developing the property accounts team and ensuring the department delivers an effective service to the business, managing the Service Charge accounts for a mixed portfolio of properties, including Industrial, Retail and Residential sites.
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.
You will ideally be ACCA/CIMA qualified, however QBE candidates with excellent end to end finance experience are welcome to apply!
Gleeson Recruitment Group are seeking an experienced Finance Manager to join our manufacturing client on a full time, permanent basis.
The successful candidate will be responsible for the finance function and will provide support to operational management, with a great opportunity to get involved in strategic commercial work as the business grows.