Financial Adviser jobs in Sutton Coldfield
- NJR RecruitmentStaffordEmployerActive 7 days ago
- " Experience working in financial services.
- " Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
Mortgage & Equity Release Assessor
NewHiring multiple candidatesThe Right Mortgage and Protection Network4.7Hybrid work in SolihullTypically responds within 3 daysEmployerActive 7 days ago- Excellent communication skills and financial industry background.
- To be able to identify any risks to the company/adviser on the advice provided.
- NJR RecruitmentBirminghamEmployerActive 3 days ago
- The successful Candidate will be provided a competitive basic salary, a good benefits package along with encouragement and support whilst working towards…
Self Employed Mortgage & Protection Adviser (OTE £40,000 - £80,000+)
Hiring multiple candidatesDunham McCarthy Financial Services LtdHybrid work in StaffordEmployerActive 3 days ago- Qualifications: You should hold relevant mortgage qualifications (CeMap or equivalent) and CAS status.
- Industry Familiarity: Be familiar with lender criteria,…
- Elevation Wealth Management LtdBirminghamTypically responds within 3 daysPostedPosted 10 days ago·
- Working as part of a small team of fellow Apprentices, you will be responsible for playing a vital role supporting our team of Financial Advisers with technical…
View similar jobs with this employerNJR RecruitmentSutton ColdfieldEmployerActive 3 days ago- To work collaborative with the wider business and support the work of advisers and support staff.
- They will be providing support to the business with a strong…
- Oak Four LimitedHybrid work in Tamworth B77Typically responds within 4 daysEmployerActive 3 days ago
- You have a proven track record of financial planning administration experience within an IFA firm.
- Your experience working with a variety of providers and…
- Gateley3.5Hybrid work in BirminghamPostedPosted 30+ days ago
- We consistently act as trusted advisers for clients in sectors as diverse as manufacturing and retail, recruitment, and education.
- Stoneacre Wealth ManagementWolverhamptonTypically responds within 4 daysEmployerActive 3 days ago·
- Respond to in-person and telephone inquiries from customers and advisers.
- Currently the I the practice principle am the only adviser, with 21 years of…
- AFH Financial Group2.9Bromsgrove B60PostedPosted 9 days ago
- Identify new business opportunities and seamlessly refer these to the relevant adviser within the team.
- Conduct in-depth annual reviews of clients' financial…
- Birmingham SettlementBirmingham B19Typically responds within 1 dayPostedPosted 2 days ago·
- Salary: £28,216 pa for experienced adviser.
- £23,500 for trainee (review after 6-months).
- 35 hours per week, 25 days A/L + contributory pension scheme.
- Verian Business Solutions LtdCoventryTypically responds within 1 dayEmployerActive 3 days ago
- Your role there will support advisers and clients with wealth and pension products and services offered, typically tasks may include data gathering, liaison…
- Adams Moore LimitedSutton ColdfieldPostedPosted 30+ days ago·
- · Knowledge and experience within accountancy or financial services - desirable.
- Independently owned, our partners have over 40 years’ experience of assisting…
- WesleyanHybrid work in BirminghamPostedPosted 7 days ago·
- A background in financial services is desirable, but not essential.
- Salary: Up to £23,000 dependent on skills and experience.
- A monthly bonus of up to £500.
- View all Wesleyan jobs - Birmingham jobs - Financial Planner jobs in Birmingham
- Salary Search: Financial Adviser Support Planner salaries in Birmingham
- See popular questions & answers about Wesleyan
- Spicerhaart2.0United KingdomEmployerActive 3 days ago
- To be eligible for this role you need to have at least CeMAP level 1 or equivalent.
- CeMAP qualification or industry equivalent with knowledge of Help to Buy.
Job Post Details
Client Services Manager - Chartered Financial Planning Firm - job post
Job details
Here’s how the job details align with your profile.Pay
- £25,000 - £35,000 a year
Job type
- Full-time
- Permanent
Location
BenefitsPulled from the full job description
- Company pension
- Private medical insurance
Full job description
Client Services Manager - Chartered Financial Planning Firm
Locations: Stafford
Salary: 25,000 - 35,000
Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.
Working as part of a highly experienced team, providing support to the advisers and in conjunction with the Paraplanners on various administrative tasks and delivering a professional, compliant service to our clients. Duties will include;
Key Responsibilities
" Utilise client data for illustrations
" Process new business
" Prepare letters of authority for client policy information
" Answer calls and deal with clients and third-party queries
" Produce quotations
" Manage task lists and prioritise workload within deadlines
" Regularly communicate and update clients
" Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
" Update the CRM system
" Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements
Essential criteria
" Experience working in financial services
" Use of Microsoft Office
" Ability to work well under pressure
" Ability to prioritise and organise
" Working knowledge of investment platforms
" Excellent attention to detail
Remuneration and Benefits
" 20 days holiday plus birthday day off and Christmas/New Year period
" After 5 years holiday increases incrementally to 30 days over 5 years
" Auto-enrolment Pension
" Private Medical Insurance and Death in Service after 12 months of service
" Staff bonus scheme up to 20% of salary
" Study and exam support
#FIN
NJR 14140
Job Types: Full-time, Permanent
Pay: £25,000.00-£35,000.00 per year
Work Location: In person