financial planning jobs in Sutton Coldfield

You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.

You will also commence your business development strategy in order to grow your footprint in your region.

A global professional services firm in the UK is seeking a Financial Planner - Associate Director to manage a client portfolio and generate new business. The ideal candidate will possess strong financial planning experience and hold necessary qualifications. This hybrid role supports both London and Sutton offices, offering competitive salaries and flexible working arrangements. Applicants will...

Experienced Financial Advisory Paraplanner| Birmingham | Up to £40,000 (dependant on experience) Location: Sutton Coldfield Salary: Up to £40,000 Depending on Experience Ref: JC/BCR/31848c Looking for a Financial Advisory Paraplanner role that offers more variety, challenge, and growth than the usual in-house position? Join a leading third-party paraplanning service provider in Birmingham and...

Just think what you could achieve at Argos. Experiences that customers love in an ever-changing retail environment. Youll have a team to nurture and develop and even more management opportunities on the horizon. Discover the rest of your career at Argos. What youll be doing Youll create and lead a high-performing team and act as a true role model by seeing everything from the customers point of...

You will act as a key advisor to clients, supporting business development efforts and identifying opportunities to add value.

You will be supported in your role with line management and leadership training as well as CPD access via Tolley’s, Croner-i, Mercia and Linked In Learning as required.

You will work closely with the two founders, acting as a trusted commercial partner, operational lead, and problem solver in a dynamic, entrepreneurial environment. About the RoleThis is a step-up opportunity for a commercially minded finance professional looking to broaden their remit into client delivery, offshore team leadership, and hands-on business partnering within a fast-growing SME.

You will also offer executive leadership across the region. A school on the rise The school is on a rapid improvement journey. It has recently secured the best GCSE results in Tamworth, and continues to strengthen its culture, curriculum and outcomes.

You will join a team that is already making real change happen and is ready for the next step.

Overview DCF are a family-founded charity based in South London, focusing on supporting children and young people's wellbeing. This is an exciting, key opportunity to develop our income generation, therefore supporting us to reach more young people. What difference will you make? This is an exciting opportunity for someone who is passionate about giving back and helping our future generation of...

You will play a central role in shaping bespoke financial plans across complex areas including investments, pensions, tax planning, estate planning and IHT mitigation. Key Responsibilities Produce detailed, compliant suitability reports for high-net-worth clients Conduct comprehensive technical research across pensions, investments and tax planning

We ensure you're rewarded for all your hard work, which is why we offer a comprehensive benefits package which includes but is not limited to: Monday to Friday Term time only, 41 weeks per year Contributory pension scheme Grow your career with our Career Pathways and MyLearning programmes Quick access for you and your immediate family to a Digital GP, and wider healthcare benefits Exclusive...

You will demonstrate best practice and be a role model for the team.

You will receive ongoing support to ensure your continued professional development and enthusiasm for the role.

You will supervise a team of Support Workers, providing encouragement and guidance to achieve the best quality support and practise.

- About The Role - The days and hours: No fixed days/hours Hourly Rate - £12.21 Location: Birmingham, Sutton Coldfield, Atlas FM are looking to recruit new team members! We are looking to recruit a Cleaner at our client’s premises. We are looking for someone who wants to make a difference in their working environment and feel proud about the work they do, if this sounds like you, we’d love to...

The Belfry Hotel & Resort is an award-winning hotel, home to 300+ luxurious bedrooms and suites, several restaurants and bars, events and meetings spaces, a leisure club and spa. Our three golf courses, including The Brabazon, are recognised as world-class, and home to this year’s Betfred British Masters. Whether you're drawn to our iconic golf courses, the serenity of the spa, the excitement...

Sanctuary provide in-house repairs and maintenance services for an extensive portfolio of properties across Sanctuary organisations. As part of a not-for-profit organisation, we aim to achieve outstanding results for our customers based on our values - working in an open and transparent way, creating strong partnerships with our customers and providing a first-class customer service. Multi-Trade...

Mortgage Services Development Manager This is an excellent opportunity for an existing Mortgage Advisor to take their first step into a Management role. Purpose To provide assistance with supervisory responsibilities to the Mortgage Services Sales Manager as appropriate, as well as achieve revenue and product sales as a Mortgage Advisor. Responsibilities of a Mortgage Services Development...

You will be required to work

A leading financial planning firm in the UK is seeking a Graduate Trainee to join their Financial Planning team. The successful candidate will study for professional qualifications while gaining hands-on experience supporting client service delivery. Applicants should possess a strong academic background, a commitment to self-development, and excellent time management skills. This role offers a...

Paraplanner Sutton Coldfield- Hybrid BCR/AK/31848 £37,000-42,000 Bell Cornwall Recruitment’s client is an outsourced paraplanning business, who provide paraplanning services to clients in the wealth management industry. Their clients range from sole trading IFAs to larger IFA Practices who either use their parapanning services exclusively or on occasion rely on their support for excess work...

You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients.

A local charity focused on youth well-being is seeking a Trustee to lead financial oversight and strategic planning. This role involves supporting the Treasurer, monitoring income and expenditure, and ensuring compliance with financial regulations. The ideal candidate will have strong experience in charity finance, an accounting qualification, and the ability to communicate effectively with Board...