Our client, a well-established, corporate organisation is recruiting for a Financial Services Executive.
Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear, 4% pension contributions/matched and employee assistance scheme available through Aviva.
They are looking for a committed, experienced individual to join their fast-paced team in their beautiful rural offices.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses.
A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Birmingham area.
The successful candidate will be required to provide technical support to advisers in the client advice process in accordance with compliance procedures and regulatory requirements.
An award-winning Pensions & Investment Consultancy who advise some of the UK's largest Companies are experiencing significant growth within their Project Teams.
UK Office / Hybrid or Fully Remote Home Working - £competitive Flexible Working & Excellent Package.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.
As the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre.
Actively supporting the Wealth Planners your duties will include
Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.
Leading partner-led pensions consultancy seeking a Risk Transfer Consultant to help defined benefit pension schemes help settle liabilities and reduce risk Birmingham, London or Scotland
Oliver James are pleased to be working with a leading partner-led pensions consultancy seeking a Risk Transfer Consultant to help defined benefit pension schemes help settle liabilities and reduce risk
You will work to set the de-risking strategy and manage transactions for a range of client accounts, building relationships with key decision makers and delivery of advice to clients to play a key role in securing benefits for members.