Personal Banker jobs in Aston, West Midlands Combined Authority
Displaying 1 - 18 of 18 jobs
Easy ApplyPersonal Banker to join our Wolverhampton branch....
Easy ApplyBanker to join our London branch....
Posted
Easy ApplyFinancial Adviser Requirements Essential: CAS status as a UK Financial Adviser Essential: Level 4 Diploma in Regulated Financial Planning (or equivalent) Essential: Experience advising on pensions...
Adviser to manage and develop an existing portfolio of clients while identifying opportunities for new business growth....
Posted
Easy ApplyOverseeing payment requests Maintaining accurate client records Identifying and implementing process improvements Adhering to internal policies and FCA guidelines Skills and experience: Experience within a Financial Services IFA...
Posted
Easy ApplyIT skills Desirable: Experience delivering Financial Services Apprenticeship Standards Knowledge of Functional Skills, safeguarding, e-portfolio systems, and apprenticeship compliance Chartered Financial Planner...
Easy ApplyFinancial Advice: Access to 1-2-1 financial advisor sessions free of charge. Career Progression: We track all employees progression by creating personal development plans....
Easy ApplyFinancial Services Administrator Requirements • Essential experience in an IFA or Financial Planning administration role • Strong understanding of pensions, investments and protection products • Experience using financial services back office systems • High...
Posted
Must have excellent communication skills and telephone manner Experience Proven experience in an IFA Financial Services Administration Role Skills / Personal...
Trainee Paraplanner looking to take the next step in their career....
Easy ApplyAs a Paraplanner, you will play a key role in the advice process, helping advisers deliver clear, compliant and client focused financial planning solutions....
What You’ll Bring Proven experience as a Paraplanner within financial planning or wealth management. Level 4 Diploma in Regulated Financial Planning....
What You’ll Bring Proven experience as a Paraplanner within financial planning or wealth management. Level 4 Diploma in Regulated Financial Planning....
Too many companies still expect you in the office even when the work doesn't require it. Not this one. Here you’ll join an established financial planning practice in a hybrid paraplanning role, where you will be in the office one day a week. You will be...
💰 Salary: Up to £(phone number removed) depending on experience We are seeking a diligent and detail-oriented Advice Checker / File Reviewer to join our regulated IFA business....
Easy ApplyBenefits Competitive salary up to £90,000 + £5,000 car allowance Outstanding Ofsted-rated service Therapeutic and child-centred approach Hybrid working with a base in Birmingham National IFA with many career progression opportunities...
Easy ApplyCompetitive salary up to £90,000 + £5,000 car allowance Outstanding Ofsted-rated service Therapeutic and child-centred approach Hybrid working with a base in Birmingham National IFA...
Posted
Access to an independent financial advisor. • 2 x social value days per year to give back to local communities. Grow with us: Work on exciting new projects. If you want to avoid getting stuck with the mundane, you’re in the right place....
