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7 Full time, Financial Services / Investment jobs in Brownhills, Shropshire

Financial Planning Associ...

Salary not available. View on company website.

THE OPPORTUNITY HUB UK LTD, Newcastle-under-Lyme

  • Full time
  • Permanent

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Posted 1 day ago, 28 Jun

Tax Assistant - School / ...

Salary not available. View on company website.

RSM International, Hanley, City of Stoke-on-Trent

  • Full time
  • Permanent

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Posted 2 weeks ago, 14 Jun

Tax Assistant - Graduate ...

Salary not available. View on company website.

RSM International, Hanley, City of Stoke-on-Trent

  • Full time
  • Permanent

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Posted 2 weeks ago, 12 Jun

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Manager FBP Unsecured Vir...

£71000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted 2 weeks ago, 9 Jun

Financial Risk Manager Vi...

£73000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted 2 weeks ago, 9 Jun

Senior Credit Risk Analys...

£41000

Virgin Money, Can be based anywhere.

  • Full time
  • Permanent

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Posted 2 weeks ago, 9 Jun

Financial Risk Senior Ana...

£56000

Virgin Money, Can be based anywhere.

  • Full time
  • Temporary

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Posted 2 weeks ago, 9 Jun
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Financial Planning Associate

Salary not available. View on company website.

THE OPPORTUNITY HUB UK LTD, Newcastle-under-Lyme

  • Onsite working
  • Full time
  • Permanent

Posted 1 day ago, 28 Jun

Job ref: 72e273666f9e440d97088729230f543f

Full Job Description

Are you a skilled Financial Planning Associate on the lookout for your next career move? Join a dynamic financial planning firm where exceptional service meets genuine career development in a supportive, values-driven environment. What Makes This Role Special This isn't just another financial planning position. You'll be joining a forward-thinking financial planning business that's reimagined what modern wealth management looks like. Our unique approach to "Life Landscaping" goes beyond traditional financial advice, focusing on enriching lives through meaningful client relationships and comprehensive planning strategies. Your Responsibilities Will Include: Working alongside experienced Financial Planners to deliver outstanding client outcomes through detailed research, analysis, and report preparation. You'll identify planning opportunities, prepare comprehensive suitability reports, conduct thorough fund research using FE Analytics, and maintain robust due diligence processes. Documentation compliance and team development are also key aspects of this varied role.

  • We need someone with at least two years of financial planning support experience within an IFA environment, ideally holding DipPFS or equivalent Level 4 qualifications.
  • You should have broad product knowledge, excellent communication abilities, and strong collaborative skills.
  • Experience with IFA systems and a commitment to service excellence are essential, alongside personal qualities of adaptability, enthusiasm, and integrity.

    Beyond the competitive salary, you'll enjoy 31 days annual leave (including bank holidays), comprehensive benefits including income protection, life assurance, Employee Assistance Programme, wellness support, and financial wellbeing resources.
  • Most importantly, you'll work within a culture that genuinely values your contribution and supports your professional growth.

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