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Financial Services jobs in West Midlands

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An extremely well established IFA business based in Wolverhampton have an exciting opportunity for an Independent Financial Advisor to join their successful firm which has more than 35 years experience in Wealth Management and financial planning. In return you will receive a base salary of £40,000 pa plus OTE £100,000+ Equity Opportunity. The company has built the business through long term client relationships having d...
Specialist independent financial adviser practice based in Worcestershire seeks a Technical Paraplanner to join their team.  Key responsibilities include the servicing of prospective and existing clients on all aspects of financial planning.  You will manage and prioritise your Consultant's client work, carry out technical fund and provider research to meet the clients' needs, produce compliant bespoke suitability reports, ...
National mortgage advisory firm requires experienced Mortgage Brokers with good performance figures to work on a self-employed basis, converting leads generated through the in-house marketing firm.  Based from home you will receive 4 appointments per day and be expected to visit 2 of these as a minimum. Mortgage Brokers will work from home and manage their own diaries.  Most advisers work Monday-Friday (some choose to work Saturda...
Specialist independent financial adviser based in Worcestershire seeks a Senior IFA Administrator to join their team.  You will provide administration support to consultants and paraplanners, including carrying out the preparation for client meetings, creating and maintaining client records, obtaining quotations and valuations and processing new and renewal business applications.  You will confirm client appointments by letter &am...
The Company Long established and highly reputable financial services group undergoing a period of positive change. The Role Reporting to the MRLO and managing a small Operations team you will provide strategic and policy direction to the Group in respect of all areas of financial crime activity. You will act as a decison maker in respect of financial crime policy to ensure complianc...
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...
SRGEurope have been appointed by one of the Midlands largest and most successful Independent Financial Advisor (IFA) companies to recruit employed Independent Financial Advisors (IFA) on industry leading remuneration packages. My client is very well respected locally with a turnover in excess of £6M and more than £300M of funds under management. The firm was established 17 years ago with a head office based in W...
£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 ...
You will be working as part ofthe finance teampredominantly dealing withaccounts preparation. You should be confident with accounts preparation for unincorporated businesses and limited companies, able to prepare tax returns and have client liaison skills.You will have experience of working in a Practice environment for at least 2 years. Your daily tasks will include:Preparing financial accounts for unincorporated businesses and limited co...
Intermediary Sales Support (ISS) receive inbound calls from Mortgage Intermediaries across the whole of the UK. Customers looking for a mortgage may choose a Mortgage Intermediary to help them achieve their goals. The role of an Intermediary is to search the mortgage market sourcing the best option for their customer, as well as submitting the application on their behalf. ISS strive to deliver first class service and products in order to ga...
Financial Advisor - Warm Client Bank (Full Training Provided) Coventry, West Midlands (office/field based, covering the Midlands) £ Commission Only - OTE £35,000+ Uncapped Are you hard-working, confident and looking to develop your career in finance? Want to join a well-established company offering full training? If so, look no further. Openwork is the largest multi-tie network in the UK, backed by g...

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Preparation and auditing of financial statements for Limited Companies and other entities requiring opinion work, to the firms required standard of quality.- Preparation of corporation tax computations- Controlling and providing assistance to other team members on the job- Completion of tasks to budget and agreed timescales- Dealing with clients by telephone and letter regarding client affairs as instructed- Any other tasks when circumstances d...
Reference: 44771 Job title: Payroll Controller Location: Dudley Salary: £18/19.000pa Depending on experience Job Type/Duration: Full Time/Permanent Sector: Finance An opportunity has arisen for a Payroll Clerk in the Financial Controls department in our Financial Shared Services business based in Dudley. The payroll department is responsible for the payment of over 45,000 employees on a fortnightly and...
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