Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
Currently seeking to recruit an additional high calibre Paraplanner to complement our existing Private Client team, in Birmingham. To be successful you will need to be able to make an immediate contribution in supporting the Consultant to achieving objectives, deliver a high quality of service to clients and be able to demonstrate a breadth of understanding of the private client industry including pensions, investment and prot...
AFH, a Discretionary Wealth Manager and Independent Financial Advisory (IFA) firm, with headquarters in Bromsgrove, Worcestershire, is looking to expand their professional team of Independent Financial Advisers. Having recently floated on the PLUS market and being one of the top 100 IFAs in the country, AFH is committed to retaining its independent status post RDR and continuing to grow its business through IFA acquisitions and the de...
This is an Audit Executive opportunity with one of the leading Firms of Accountants and Business Advisors based in Birmingham. They specialise in advising the management of developing Private and Public businesses. Specifically for this opportunity you will be expected to work as part of an Audit team, taking responsibility for running audits (working directly with the Client under Manager supervision). Principal responsibilities will then incl...
The team deals mainly with new receivership and administration appointments, particularly those which involve the sale of businesses or significant assets. The team also deals with new liquidation appointments, smaller administrations and the end stages of all types of corporate insolvency work including the agreement of claims, payment of dividends and case closure. Please find below a list of the key responsibilities for this role:...
Our client, a renowned Independent Financial Advisory Group is looking to recruit a skilled Paraplanner to join their Private Client team. You will work with specialist Private Client consultants, providing holistic wealth management services to HNW individuals. You role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services the client need...
My client is hiring now for an exceptional Sales Relationship Manager with excellent relationship management experience complimented with generating and identifying new customers all telephony based. About Employer This is a highly successful finance company based in the heart of Birmingham City Centre. Nominated for industry awards they are thriving right now coupled with steady growth plans for the future - this ...
Paraplanner – Private Clients £28,000-32,000 + Excellent Package Based in Central Birmingham Our client a leading wealth management firm with an excellent reputation in the market is currently seeking an experienced Paraplanner. Working closely with consultants you will be responsible for overseeing restructuring of clients financial planning requirements, wri...
We are currently seeking an additional Paraplanner for a highly respected and well-known firm of Wealth Managers. Based out of their offices in Birmingham, you will work closely with the Private Client Consultants, you will be act as technical interface between consultant(s) and client(s) and be specifically responsible for preparing letters and technical reports, the research of products and funds in order for suitable providers t...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
The Organisation Our client is a dynamic and premium branded organisation that possesses an enviable international presence within the financial services sector. With a reputation for attracting the best talent in the market, and at the forefront of implementing innovative resourcing strategies, they are seeking to appoint a high calibre recruitment professional to augment their existing management team. <b...
The Company A global bank, one of the worlds largest in their field is currently seeking to recruit an Operational Risk & Control Manager. The Role You will be responsible for the identification and remediation of key operational risks and ensuring compliance with internal and external regulatory requirements. The role will require significant senior stakeholder management, ...
Senior IFA Wolverhampton £35,000-£40,000 + Mileage Allowance or Self Employed My client has been an established Independent Financial Adviser for more than 35 years based in Wolverhampton. An exciting opportunity for an Independent Financial Advisor to join their team and offer specialist services to business owners and people approaching retirement. They have built their business through long t...
Our client is one of the UK's fastest growing Directly Authorised Financial Service organisations and due to continued expansion they are presently looking to recruit field based Financial and Mortgage Advisors to join their growing team. Duties include advising clients on a range of financial products in their homes and place of work. Lead generation will be provided to assist with your own marketing efforts and will include ...
An opportunity has arisen within group compliance for a Compliance Auditor. The main purpose of this role is to carry out audits using a risk based approach to contribute to the delivery of the compliance audit plan which verifies whether the company's key regulatory risks are well managed and controlled. Identify key regulatory risks and assess how well managed and controlled they are across the group through the issuing of in...
The successful candidate will be expected to: Carry out operational risk assessments surrounding specific departments and change programmes Conduct analysis on the risk management strategies throughout the business, making recommendations founded on the outcomes Perform root cause analysis on management information reports and other relevant data so that potential risks are highlighted as early a...
Pensions Administrator, Birmingham Salary 16-30k Negotiable In order to apply for this position candidates MUST have PENSIONS experience. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Client Profile: Our client is one of the world leaders within the Pensions industry. Their professionalism and dedicatio...
Paraplanner £Negotiable Birmingham A high-end financial advisory company is recruiting for an experienced Paraplanner to join their team in Birmingham City Centre. The opportunity has arisen due to natural growth and a strong market presence. Some of your responsibilities will include: Preparing letters and technical reports for consultants Research products and funds to enable suitable provide...
PRIVATE CLIENTS CONSULTANT UP TO £25,000 + BENEFITS PERMANENT ROTATING SHIFT PATTERN BETWEEN 8am & 8pm, MON - FRI 9am - 1pm, SAT (up to 1 in 3) A prestigious, well-respected financial services organisation in the heart of Birmingham are seeking a skilled private clients consultant to be the prime relationship contact for both new and existing clients, whilst significantly contributing to the growt...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
BRANCH MANAGER FINANCIAL SERVICES LANGUAGES ESSENTIAL - AT LEAST PUNJABI OR URDU £20k (OTE c.£24k, uncapped bonus scheme) + BENEFITS BIRMINGHAM As branch manager you will take full responsibility for leading and driving your team to perform and hit sales targets, whilst delivering excellent customer service, therefore contributing to the overall success of a high street branch within this well es...
This highly ambitious retail finance company is passionate about their products and champions engagement with both customer and employee s. Reporting to the Head of Collections they are now recruiting a Call Centre Collections Manager to lead a team of 60 FTE (through 6 Team Leaders) in managing early collections, encompassing contact strategies to achieve cash collected targets. YOU MUST HAVE THE FOLLOWING SKILLS: Debt...
Independent Financial adviser Birmingham To £45,000 Basic OTE £80,000+, Self Employed also available This is a wonderful opportunity to join an established Financial Services firm, with over 500 active clients to approach, leads generated through professional connections and referrals, a fantastic remuneration package, and full back office support. Due to the increase in business, my client requir...
Job Description My client, is well known respected building Society in the UK , are looking to strengthen its already winning network of professional advisory teams by recruiting top quality financial advisors. Along with the prestige of working for such a highly regarded organisation, advisors within this company are provided with all the tools required to become the next top achiever. The most noticeable...
Job Description My client, is well known respected building Society in the UK , are looking to strengthen its already winning network of professional advisory teams by recruiting top quality financial advisors. Along with the prestige of working for such a highly regarded organisation, advisors within this company are provided with all the tools required to become the next top achiever. The most noticeable...
