My Client, a leading Financial Services company, requires a Compliance Specialist to provide the business with a consultancy service to support risk identification within investment management, manufacturing risk as well as Solvency II validation. Areas of Responsibility: Monitoring, assessing and identifying any regulatory and business risks within investment management and manufacturin...
Job Description A large Finacial organisation based in Birmingham City Centre are recruiting a processor to join the team within trade screening. The Trade Screening team is part of the Financial Sanctions Unit which is responsible for ensuring that the Bank remains compliant with Group Policy and legal requirements relevant to Financial and Trade Sanctions and Anti Money Laundering requirements, whilst making every e...
We have an exciting opportunity with an up and coming Financial Services organisation based in Solihull as a Member Development Trainer. About the role: Identifying areas for improvement through the delivery of product and/or skills training and inputting into the national training needs analysis as appropriate, to support the Centre of Excellence. Complete the delivery and facilitation of company traini...
We have an exciting opportunity with an up and coming Financial Services organisation based in Solihull as a Member Development Trainer. About the role: Identifying areas for improvement through the delivery of product and/or skills training and inputting into the national training needs analysis as appropriate, to support the Centre of Excellence. Complete the delivery and facilitation of company traini...
Our client, who are recognised as one of the largest and most successful firm of Accountants in the UK, are currently recruiting for an experienced Financial Planner to work in their Birmingham office. Working as a Financial Planner you will be responsible for providing whole of market fee based to HNW and UHNW clients generated through established internal introducer networks amongst the Partners. You will provide true holistic advi...
Theis well established successful Car Sales dealership is looking to appoint a positive, enthusiastic, self-motivated, ambitious, driven individual. Working in a busy environment, becoming an expert, talking to customers over the phone and face to face, recommending the best available products and working with others to repeatedly deliver excellent service and sales performance. You must be able to prospect and create oppor...
We currently have an exciting opportunity for a GMP Analyst to join Aon Hewitt in Birmingham. The primary responsibility will be to analyse and take forward reconciliations across numerous clients for revenue related work. To meet required internal and external deadlines at all times with quality a priority objective. As a GMP Analyst your key responsibilities will include: Both high-level and detai...
Working for this boutique and highly respected advisory firm you will be responsible for the offering of HNW financial advice to new and existing Clients across the Birmingham / Midlands region. Through the development of internal relationships you will offer a customer focused service with the emphasis refreshingly being the building of lasting customer relationship and tailored financial planning more so than sales targets. <br...
We require a high quality Mortgage & Protection Adviser to work for our established, dynamic and highly respected, market leading New Homes Mortgage Broker practice in the BIRMINGHAM area, servicing quality leads from established high volume new homes developments in the area. Lead generation is key and this business and its team are supremely pro-active and fully ...
Our client, a leading firm of actuaries and consultants, currently requires a Qualified Actuary to join their growing team. You will work within a team of full and part qualified actuaries and be given immediate responsibility for managing relationships with a range of clients / trustees. Candidates will ideally have a proven track record in winning work and have the ability to grow and further develop the practice through new client...
(For our other vacancies visit www.platinumconsultancy.co.uk) Package:Salary £40,878, home based, + uncapped bonus + car + full home office set-up + blackberry + laptop + 25 days holiday + pension. Candidates must be diploma qualified. Segment: Hospital Doctors Job Purpose To contribute sufficient revenue in excess of all associated costs a...
A niche employee benefits firm has developed an offering in auto enrolment space that covers all angles of the process required to become compliant with the legislation. As a result they require sales consultants to support the route to market. The role itself will be to attend pre booked meetings with hr/fd's to discuss the auto enrolment proposition and how it covers every angle for the employer , scheme design, payroll, IT etc and ...
IFA Sales Manager Location - Nottingham & Leicester, West Midlands Package • Basic Salary £45-70,000 • Bonuses c£20-30,000 • Benefits Company Profile A reputation for integrity, exceptional products and open, honest, individually tailored WOM advice all set within a HNW environment. All of the above have made our client ...
44 jobs matching this search were posted in the last week
This intensive, fast-track scheme will turn you from a newly graduated student into a highly paid, fully qualified wealth-management professional within just two years. As a Trainee Wealth Manager our focus will be on giving you hands-on experience of dealing with high-net-worth clients worldwide. This will involve you working one to one with a successful financial consultant, helping them address their clients financial issues,...
Organisation Description My client is a Financial Services Organisation that works within a niche market They offer a range of financial products and services for the public that are competitive in the marketplace. Job Description They are now looking to recruit a regional manager; who will be responsible for the management of the regional branch network, managin...
Ref: 1494 Paraplanner Birmingham £ Negotiable Opportunity: A unique opportunity for an experienced Paraplanner to play a pivotal role within a private client environment, assisting with technical procedures as well as the development and promotion of its services. Environment: A large financial c...
Our client a well known financial services business is looking to recruit a pensions administrator to join their well respected team. The Role The key responsibilities involved with this role are; To provide excellent service to members and client by; Calculating member benefits accurately and within agreed time scales Communicating relevant information to members Checking member benefit calculations and corre...
Job Description A large financial organisation based in Birmingham are recruiting for Processors to join their team. Duties: Responding to enquiries and where appropriate passing information onto relevant party. Basic administrative duties will be required i.e. Faxing, filing and scanning Data Entry and Processing Data Experience Required : Minimum 6 months administration<br ...
I am working with various clients across the UK all of whom are interested in recruiting people with experience of Defined Contribution either from an investment or pensions perspective. My clients are large consultancies in London, Birmingham, Manchester and Leeds so please get in touch to find out more information. ...
Award winning progressive national IFA practice based in Birmingham requires an accomplished Paraplanner with a strong knowledge of Pension and Investment products to join their busy team. The role will see you supporting Senior Consultants who provide holistic financial planning advice to a UHNW client bank. Your duties will include research, preparing suitability letters and annual reports and making recommendations for client ...
This leading consultancy is seeking a Senior Pensions Administrator to join their department. The Role As a Senior Pensions Administrator you need to complete projects for the discontinuance of DB and DC pension Schemes. Perform complex pensions calculations as needed (including PPF scale-backs for pensioners, enter pensions data and answer complex enquiries to the required standard using automated and non-automated manual/sys...
Countrywide is the UK’s largest and most successful estate agency and property services Group, with a network of over 1300 branches operating under 46 local high street brands. We are currently looking to recruit experienced Mortgage & Insurance Protection Specialists to work with our local teams. This is an excellent opportunity for a tenacious and driven individual with a proven track record in sales where the building of...
My client is a leading wealth management company that provide advice to high net worth clients across the UK. They are well known for their exceptional training and support ensuring each of their advisers attains Chartered qualifications whilst meeting and exceeding business objectives. My client doesn’t believe in targets, they have exceptional relationships with leading accountants and lawyers who introduce HNW and UHNW clients that need ...
Commercial Mortgage Broker – Birmingham Associated with quality, our client is an independent business finance brokerage, with over 30 years' experience in arranging business mortgages. Responsibilities: Working closely with a successful business agent, the key duties are: To arrange debt funding for a range of applicants from first time buyers to well experienced operators, sole traders to incorporated c...
An established and reconsigned wealth manager now requires a Paraplanner to join the team. This role is key within the financial planning team seeing you working closely with the IFA's and the compliance department. The right individual will be suitably qualified, preferably to diploma level and be ready to embrace RDR mirroring the companies ethos. You must have the ability to be able to complete compli...
