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Financial Services jobs in Walsall

 
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  • PARAPLANNER - FINANCIAL SERVICES - SHIRLEY

    Just Added
    Shortlist
    • £27,000 - £30,000 per annum
    • Birmingham
    • Yesterday
    • 1 application

    PARAPLANNER - FINANCIAL SERVICES - SHIRLEY Robert Walters is currently engaged with a niche Financial Planning Organisation to recruit a Paraplanner. Key Responsibilities: The role will require receiving and implementing requests from the Financial Planner, gather/ record client data and providing...

  • Paraplanner - Sutton Coldfield - £30k-35k

    Shortlist
    • £30,000 - £35,000 per annum, inc benefits
    • Sutton Coldfield
    • 21 August
    • 1 application

    A well-respected chartered status financial planning firm based in Sutton Coldfield have an opportunity for a paraplanner to join their existing support team. - The primary function of this role will be to provide research and report writing support for practice directors and advisers. - Further...

  • Part Qualified Actuary

    Shortlist
    • £30,000 - £40,000 per annum
    • Birmingham
    • 17 August
    • 4 applications

    Part Qualified Actuary Birmingham £30,000 - £40,000 plus excellent benefits Our client, who is one of the UK's leading pensions, investment and benefit consultancies, are looking for 2 Actuarial Analysts to join their team in Birmingham. Clients include some of the UK's leading names and largest...

  • Pension Transfer Administrator

    Just Added
    Shortlist
    • £18,000 - £25,000 per annum
    • Wolverhampton
    • Yesterday
    • 1 application

    MB Fitzgerald are working with a National Financial Services Organisation who Advise on a range of Financial Planning and employee benefit solutions. They are now looking for an enthusiastic Administrator to join their team. As a Pension Transfer Administrator, you will be tasked with collating a variety...

  • Compliance Specialist- Advice & Policy 12 month contract

    Shortlist
    • £40,000 - £45,000 per annum
    • Birmingham
    • 21 August
    • 1 application

    Areas of Responsibility Regulatory Change Monitor and interpret changes to the regulatory environment stemming from the FCA, PRA, UK Government, European legislation, and trade body codes (IMA, ABI). Communicate Regulatory changes to relevant business areas in a timely manner Meet with, and assist...

  • Financial Advisor, Birmingham, employed + benefits

    Shortlist
    • £35,000 - £40,000 per annum
    • Birmingham
    • 27 July
    • 6 applications

    Our Client is a firmly established, well regarded Financial Advisory organisation with a solid reputation for providing clients with trusted long term advice. They seek a Level 4 qualified IFA to join their Birmingham office. The Company are proud to provide independent, holistic advice to clients on...

  • Client Services Administrator

    Shortlist
    • £24,000 - £26,000 per annum
    • Birmingham
    • 21 August
    • 23 applications

    Opportunity for an experienced Client Services Administrator to join a leading IFA division in Birmingham. Providing an effective and efficient administration service to clients and Consultants. Core responsibilities include: Create and maintain client records on CRM to a high standard Ensure AML...

  • Paraplanner/Trainee Financial Adviser

    Shortlist
    • £25,000 - £30,000 per annum, OTE
    • Birmingham
    • 25 August
    • 100+ applications

    Our client is a well established and highly reputable firm of National Independent Financial Planners, with a network of UK offices They are currently looking for a bright, enthusiastic Paraplanner/Trainee Adviser to work alongside one of the financial planners. Duties include: Conducting research...

  • Client Support Administrator - Private Client Wealth Managers

    Shortlist
    • £27,500 per annum
    • Birmingham
    • 21 August
    • 22 applications

    Client Support Administrator - Private Client Wealth Managers £27,500 + Excellent Benefits & Package Private Client Wealth Manager Birmingham This is an excellent opportunity to work as a Client Support Administrator within a Private Client Investment Company based in Birmingham. Working...

  • Financial Adviser - Birmingham

    Featured
    Shortlist
    • £35,000 - £40,000 per annum, inc benefits
    • Birmingham
    • 21 August
    • 4 applications

    Financial Adviser - Birmingham Basic to £40,000 + benefits + bonuses (OTE £70,000 1st year) Client bank provided Our client is an established practice in the field of financial services, providing expert advice to high net worth clients. As part of the company’s continuing development and succession...

  • Personal Mortgage Consultant

    Shortlist
    • £23,000 - £25,000 per annum
    • West Bromwich
    • 25 August
    • 3 applications

    SF Group are looking for a Personal Mortgage Consultant to be based in West Bromwich. You will be expected to contribute to the overall success and performance of the Retail Mortgage Team through providing expert knowledge and advice to our Client's customers, having identified their individual requirements...

  • Experienced Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum
    • Birmingham
    • Yesterday
    • 2 applications

    Exchange Street is currently working with a highly regarded financial planning business with strong links to one of the UK’s leading accountancy businesses as they embark on a major growth plan. Offering bespoke fee based advice to a genuinely high net worth clientele this firm is considered a true market...

  • Paraplanner Birmingham- CMC- 21303

    Just Added
    Shortlist
    • £25,000 - £30,000 per annum
    • Birmingham
    • Yesterday
    • 0 applications

    Position: Paraplanner Location Birmingham Salary £25,000 - £30,000 This is a fantastic opportunity to be working for a well-established Chartered Financial Planning company as a Paraplanner. The successful candidate will be responsible for dealing with the Paraplanning for an established IFA with...

  • Paraplanner

    Shortlist
    • £26,000 - £32,000 per annum, inc benefits
    • Birmingham
    • 5 August
    • 5 applications

    Our client, one of the most respected wealth managers, is now looking to recruit for a paraplanner. You must have the ability to be able to complete suitability reports, to the highest level, and research the most suitable products for clients on behalf of the financial advisor. Although working for...

  • Employee Benefits Consultant

    Shortlist
    • £40,000 - £60,000 per annum
    • Birmingham
    • 21 August
    • 4 applications

    Our client is one of the UK's leading pensions and benefits specialists. As a result of continued expansion they are looking to strengthen their team by appointing a Consultant / Relationship Manager focussed on managing a portfolio of corporate pensions, healthcare and group risk based clients. With...

  • Financial Advisor

    Shortlist
    • £17,000 - £22,000 per annum
    • Birmingham
    • 21 August
    • 8 applications

    Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Advisor to join their growing team. Duties include advising clients on a range of financial products in their homes and will include regular...

  • Paraplanner

    Shortlist
    • £25,000 - £32,000 per annum
    • Wolverhampton
    • 21 August
    • 1 application

    Our client is a well established and successful Wealth Management / Chartered IFA practice. Due to continued expansion our client is looking to recruit an experienced and technical Paraplanner to join their growing team. Responsibilities: - Technical research and preparation for client meetings - Attending...

  • IFA - Client Bank Provided

    Shortlist
    • £10,000 - £90,000 per annum
    • Birmingham
    • 21 August
    • 2 applications

    Our client is a rapidly expanding IFA practice with offices strategically located around the UK. As a result of their continued expansion, we are currently seeking several qualifed self employed IFA's to join their expanding team to help grow and support an existing client bank. Dealing with a full...

  • Business Development Manager

    Shortlist
    • £40,000 - £60,000 per annum
    • Birmingham
    • 21 August
    • 5 applications

    We are pleased to be working on behalf of a leading SIPP / SSAS provider who are keen to recruit a Business Development Manager to increase business levels and promote their brand and products to intermediaries / IFA's. You will be working as part of a small team developing relationships with intermediaries...

  • IFA Administrator

    Featured Just Added
    Shortlist
    • Salary negotiable
    • Birmingham
    • Yesterday
    • 2 applications

    DESCRIPTION OF RESPONSIBILITIES This role is responsible for providing an effective and efficient administration service to clients and Consultants, while participating in achieving team objectives. In particular core responsibilities include: · Create and maintain client records on CRM to a high standard...

  • Actuarial Analyst/ Part Qualified Actuary

    Just Added
    Shortlist
    • £30,000 - £40,000 per annum
    • Birmingham
    • Yesterday
    • 1 application

    Actuarial Analyst/ Part Qualified Actuary Birmingham £30,000 - £40,000 plus excellent benefits including share options. Our client, who is one of the UK's leading pensions, investment and benefit consultancies, are looking for a Actuarial Analyst to join their team in Birmingham. Working in a fantastic...

  • Paraplanner

    Shortlist
    • £28,000 - £35,000 per annum, inc benefits
    • Birmingham
    • 21 August
    • 2 applications

    The Company Story: Bellpenny was founded in early 2012 with private equity backing from Oaktree, one of the world’s largest private equity companies with the mandate to become the UK’s most trusted financial advice brand. In the last two and a half years we have grown from a concept to over 200 staff...

  • Mortgage Consultant / Mortgage Advisor / CeMap Qualified

    Just Added
    Shortlist
    • £20,000 - £50,000 per annum
    • Cannock
    • Yesterday
    • 1 application

    MORTGAGE CONSULTANT / MORTGAGE ADVISOR Staffordshire Area Excellent basic salary depending on experience £20,000 to £24,000 Plus healthy uncapped commission scheme OTE £45,000 to £50,000 plus We are currently recruiting for an experienced Cemap qualified, Mortgage Consultant / Advisor to cover...

  • Financial Advisor

    Shortlist
    • £17,000 - £22,000 per annum
    • Sutton Coldfield
    • 21 August
    • 4 applications

    Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Advisor to join their growing team. Duties include advising clients on a range of financial products in their homes and will include regular...

  • Paraplanner - Wealth Management

    Shortlist
    • £30,000 - £40,000 per annum
    • Birmingham
    • 21 August
    • 1 application

    An exciting opportunity has arisen within our client, a leading wealth management and employee benefits consultancy, for a Paraplanner to join their team supporting an IFA / Wealth Management Consultant. You will be responsible for carrying out research and analysing products that are appropriate to...

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