Average Financial Services salary in Birmingham

Financial Servicesto £85,000 + Bonus + BenefitsBirmingham (Hybrid)Ref: 10236The CompanyOur client is a well-established financial services business headquartered in Birmingham. Operating in a highly regulated environment, the firm delivers a broad range of services across the UK market and is recognised for its commitment to operational excellence, robust governance, and client-centric service. As the business continues to evolve and adapt to regulatory and market demands, they are now seeking a technically strong Financial Controller to strengthen their finance function.The RoleThis newly created role will report directly to the CFO and take ownership of the finance function. You will play a critical part in maintaining financial control and regulatory compliance while also supporting the strategic development of the business. Key responsibilities include statutory and management reporting, budgeting, and forecasting, leading the production of monthly and quarterly management accounts and managing internal controls and process improvement initiatives.The PersonYou will be a qualified accountant (ACA, ACCA, or CIMA) with at least 5 years' experience in a senior financial leadership role within a regulated financial services business. With a good understanding of FCA regulations, a strong technical background you will be confident leading and mentoring a team, able to develop positive relationships with key stakeholders.This role offers the opportunity to lead a critical function in a stable, well-regarded firm with a supportive leadership culture and a clear commitment to regulatory best practice.How to ApplyIf you are ready to take on a senior finance leadership role within a dynamic and regulated environment, please apply with a full CV, quoting your current remuneration package and reference 10236.

Our client are looking for a charismatic and driven financial planner to join their team. The firm are eager to find an experienced adviser who can manage an existing book of clients while also developing further business; To ensure that the successful individual can purely focus on client meetings and relationships, full back-office support will be provided. Key Responsibilities You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; You must construct reports in line with company standards.You will communicate and liaise effectively with the back-office, management, and marketing teams; It is imperative that you always provide clear, concise, and accountable information.You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas. About You You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF. Level 6 / Chartered status is desired but not essential.You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.You must have exceptional interpersonal and organisational skills as-well as possess excellent communication and negotiation skills.You will be driven and highly motivated to achieve and exceed business targets.You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; It is imperative that you always adopt highly moral, ethical, and professional approaches to your work.You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; You will be prepared to undergo further study and training where appropriate.You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); You must be able to research, analyse, and interpret a diverse range of information.You will have a strong ability to build and maintain long-term client relationships.You will have the ability to work individually as well as part of a team.You will have strong literacy, numeracy, and IT skills.You will be able to convey complex information, to a wide variety of people with various levels of understanding, both written and verbally.

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to employees of FTSE 100 & 250 companies and other well know institutions. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543