All jobs near Bromsgrove in the Financial Services sector

• Bromsgrove
• £70000 - £90000 per annum
• Posted 17 days ago

IDEX are exclusively representing a Wealth Manager in the Midlands who are looking for a Head of Advice & Controls. This is a project role that will support the compliance leadership team in identifying regulatory or operational gaps in the advice process. You will work with the senior leadership...

• Bromsgrove
• £40000 - £45000 per annum + benefits package
• Posted about 2 months ago

I'm currently partnering with one of the UK's leading independent financial advisory and wealth management firms who require a Paraplanner to join their team in Bromsgrove. This is a newly created role and part of the growth strategy which has seen additional headcount, revenue and FUM come into ...

• Bromsgrove
• £40000 - £45000 per annum
• Posted about 2 months ago

I'm working with a successful wealth management firm who are looking for a Desk-Based Financial Advisor to join their dynamic team in Bromsgrove. The business are in the midst of an exciting growth trajectory due to their continued success and unlike much of their competition, they have an impres...

• Bromsgrove
• £45000 - £50000 per annum
• Posted about 2 months ago

My client is currently looking for experienced File Reviewers, or Paraplanners who are looking for a change, to conduct advice quality audits both on a pre-submission and post-submission basis. The main purpose of the role is to provide a file review service Delivery of informative and constructi...

• Bromsgrove
• £35000 - £50000 per annum
• Posted about 2 months ago

IDEX are working exclusively with a leading Financial Advisory and Wealth Management business who require additional headcount in their Customer Care Team. Typical duties include; Carry out investigations of client complaints, following the firm's standard complaints procedure and formulating cli...