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Client Services Executive - Wealth Management A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits. This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients. You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do. Key Responsibilities as our Client Services Executive will include: • Client Liaison & Servicing – Acting as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business, • Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed, • Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary, • Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests, • Maintenance of Client Records - ensuring all client data is accurate and kept up to date., • Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review, • Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines What we are looking for in our ideal Client Services Executive: • Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms, • Working knowledge of a variety of financial products, including pensions, investments, and protection, • Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook, • Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude, • A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism, • GCSE level A-C/5-9 in English and Maths Benefits of working for AFH Wealth Management: • Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation, • Contributory pension scheme, and death-in-service benefit, • Competitive salary and annual discretionary bonus, following one year’s service, • Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies, • Flexible working options and competitive holiday allowance, with annual buy and sell scheme options, • Enhanced maternity, adoptive and paternity pay, • Loyalty bonus and additional holiday days, based on length of service, • Employee referral bonus scheme, • Social events With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. If you or anyone that you know are interested in becoming a part of our growing community as our Client Services Executive get in touch and click ‘APPLY’ today or email us via . We look forward to hearing from you!

They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the Financial Services Personal Assistant position. The ideal Financial Services Personal Assistant will have:.

The general role will be that of processing clients paperwork to ensure VAT returns and year end accounts can be prepared.

The role involves supporting a portfolio of clients with their bookkeeping requirements to ensure accurate and timely VAT returns and preparation for year-end accounts.

Finance & Office Administrator - OFFICE BASED NO HYBRID.We are seeking a proactive and organised.Finance & Office Administrator.The ideal candidate will have an.This role involves overseeing office operations, managing financial tasks, and ensuring the smooth running of day-to-day activities.Liaise

An opportunity to be an Assistant Management Accountant for a Consultancy business based in Bromsgrove. As the Assistant Management Accountant, your primary objectives will include:. Dealing with internal team queries as a first point of call regarding the month end process and any other ad hoc fina

Financial Planning & Analysis Manager. We're excited to offer a brand-new opportunity for a Financial Planning and Analysis Manager. Reporting to the Head of FP&A, this role will be instrumental in aligning our financial planning with business strategy, delivering the insight and analysis needed to

Previous experience working in a credit control type role is desirable. This is a fantastic opportunity for a Senior Credit Controller looking for their next challenge in a long-standing, reputable business. Senior Credit Controller – Redditch (fully office based – early finish on a Friday).

If you're an experienced Accounts Assistant looking for a flexible, part-time opportunity within a forward-thinking business, we'd love to hear from you. Strong time management and ability to meet deadlines. Working as part of a small finance team, you will be involved in a range of finance and admi

Strong communication skills, with the ability to effectively convey financial and non-financial information to stakeholders. Reporting to the Nordics, Mediterranean, and Distribution Commercial Controller, the successful candidate will play a key role in maintaining accurate financial records, ensur

The role involves managing client deadlines, working with the team to meet these deadlines, and liaising with clients and senior management. Assisting with work planning alongside other client managers. Liaising regularly with your clients, handling ad-hoc queries, and collating records to meet dead

Financial Planning & Analysis Manager, Redditch. We’re excited to offer a brand-new opportunity for a Financial Planning and Analysis Manager. Reporting to the Head of FP&A, this role will be instrumental in aligning our financial planning with business strategy, delivering the insight and analysi

Assistant Management Accountant - 12 Month Student Placement - Starting July 2025.

Are you an experienced credit controller? Do you hold a CICM qualification? If so, this could be a fantastic opportunity for you! Our client, a leading aerospace manufacturer, is recruiting for a Credit Controller on a 12-month FTC basis.

This is a commercial collections role dealing directly with retrieving debt from businesses so previous B2B experience in collections or customer services would be a distinct advantage. Collections Specialist day to day duties will include the following:. Use credit information obtained from both th

Company Pension contributions of 3%.Annual leave of 21 days plus bank holiday, plus 2 additional days to be taken at set times.On successful completion of your probationary period, Flexible working options.A busy social calendar, lots of team events and nights out!.We are looking for a highly organi

The ideal candidate will be commercially minded, capable of driving all financial aspects of our rapidly growing business to ensure excellent cash flow, maintain strong customer relations, minimize credits, and enhance profitability. Contact debtors and customers regarding credit issues. Update cust

Our client is a well-established large organisation within the industrial/manufacturing industry.Known for their commitment to quality and innovation, they have a solid presence in Redditch, and a reputation for fostering a supportive work environment.Manage the accounts receivable ledger, ensuring

Dealing with finance/ payroll queries both face to face and via email (internal and external).

Are you a confident, self-sufficient Credit Controller looking for a role where you can take full ownership of the credit function? A well-established, engineering-led business is seeking a Sole Charge Credit Controller to manage their UK credit operations end-to-end. Credit Controller - Sole Charge

Proven experience in delivering ERP/finance systems and process improvement projects within complex, global, and evolving finance environments. This role will be accountable for the day-to-day management and successful delivery of defined projects, with a focus on ERP/finance systems and processes a

Here’s a taste of what you will be doing as a Finance Business Partner (Tech & Investments) at Nottingham Building Society: -. Financial Leadership: Leads on finance aspects of business cases and ensures accuracy and timeliness of financial data. Governance & Support: Maintains finance con

As Finance Director you will oversee the running of small finance function but crucially bring to the table support on legal transactions / lenders, support with m&a specifically land acquisitions. Previous experience as a Finance Director. Finance Director -Health or Social Care Experience essentia

We’re Hiring: Finance Business Partner 12m FTC, Head Office, Monkspath, near Solihull. Are you a commercially-minded finance professional who thrives in a fast-paced, collaborative environment? Do you have a passion for turning numbers into strategic business decisions? If so, this could be your p

We partner with some of the UK’s most well-known retailers and brands to help their customers finance purchases in a responsible way. This role will report into the Head of Data Governance within BNP Paribas Personal Finance UK, part of the first line of defence. Joining BNP Paribas Personal Finan

AG Integrate - Interim Asset Finance Lawyer – Hybrid. AG Integrate is excited to announce an opportunity for an Interim Asset Finance Lawyer to join a prestigious Financial Services client. Expertise in asset finance, with experience in asset-based lending, leasing, and receivables purchase.

Our mission is simple: to provide straightforward consumer finance solutions that empower customers to make responsible financial decisions. We partner with some of the UK’s most well-known retailers and brands to help their customers finance purchases in a responsible way. As Risk Manager, you’

As an S/4H Finance Architect, one will be required to:. Design, implement, and oversee S/4HANA Finance solutions to meet business needs. Preferably with an accounting background, you will have configured the S/4HANA Finance module over two or more FPLC before progressing into an Architect role.

We partner with some of the UK’s most well-known retailers and brands to help their customers finance purchases in a responsible way. Degree in quantitative field such as Mathematics, Statistics, Economics, Finance, or a related discipline. Joining BNP Paribas Personal Finance means becoming part

LegalJobs #ShippingFinance #AssetFinance #AssociateRoles #MaritimeLaw #LondonLawJobs #LawyerOpportunities #FinanceLaw #PrivatePractice. Shipping Finance Associate | 2–6 PQE | Leading International Law Firm – London. An exceptional opportunity has arisen for a talented Shipping Finance Associate

Degree in quantitative field such as Mathematics, Statistics, Economics, Finance, or a related discipline. Joining BNP Paribas Personal Finance means becoming part of a Top Employer UK dedicated to making a difference to the lives of our customers. To learn more about careers at BNP Paribas Personal

BNP Paribas Personal Finance promotes equality of opportunity and is committed to ensure that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnership status, pregnancy and maternity, race, religion or belief, sex or sexual orientat

Expertise in asset finance, with experience in asset-based lending, leasing, and receivables purchase. AG Integrate - Interim Asset Finance Lawyer – Hybrid. AG Integrate is excited to announce an opportunity for an Interim Asset Finance Lawyer to join a prestigious Financial Services client.

Lifestyle beverage brand with a footprint both in the United Kingdom and the United States.Seeking an experienced Financial Controller with the responsibility for adminstrative and financial functions in both the United States and the United Kingdom.The company's books are consolidated and QuickBoo

We are working with our nationwide charitable organisation, during a period of change who seek an experienced Senior HR Business Partner to join their team.The BP team take a strategic lead on people management and organisational development to enable the organisation to have the right Culture, Capa

Banking & Finance Lawyer (UK Real Estate & Renewables). UK Renewable Energy Project Finance. UK Renewable Energy Project Finance.

Managing full life cycle implementations of S/4 HANA in the area of SAP Finance and/or Controlling. Profound Finance and Controlling process experience combined with the ability to translate business requirements into system design specifications.

Collaborating across the wider finance function to align on objectives and support business priorities. Experience leading and developing large teams within a finance operations or administration setting. Finance Operations Team Leader.

Finance Business Partner / Finance Manager. This unique opportunity will allow you to business partner with a passionate and supportive MD, but also report to a highly regarded Group Finance Director. A globally leading FMCG business based in West London / Surrey are recruiting for a Commercial Fina

Propel Finance was established in 1996 to provide flexible and accessible finance to SMEs across the country. Now, more than 20 years on, Propel has grown to become one of the UK’s largest, independent finance houses. We have continued to deliver leading-edge finance solutions through a unique com

Strong experience in asset finance and/or aviation finance gained at a leading City or international firm. Asset & Aviation Finance Associate (3–5 PQE). Asset & Aviation Finance Associate (3–5 PQE).

They require SAP S/4HANA Finance consultants who have configured the SAP S/4HANA Finance module over two or more FPLCs.

Bring solid experience in asset finance (infra, energy, aviation, shipping, or rail), or wider finance transactions with an interest in specialising in this field. Senior Associate - Asset Finance. Advising clients on a wide range of asset finance transactions, including infrastructure, energy, rail

Senior Commercial Finance Business Partner – No Month End. Investigo are delighted to be supporting a multi-billion revenue business with the recruitment of a Senior Commercial Finance Business Partner. The role sits in a brand-new area of finance, which has been created to offer dedicated support

LegalJobs #ShippingFinance #AssetFinance #AssociateRoles #MaritimeLaw #LondonLawJobs #LawyerOpportunities #FinanceLaw #PrivatePractice. Shipping Finance Associate | 2–6 PQE | Leading International Law Firm – London. An exceptional opportunity has arisen for a talented Shipping Finance Associate

Credit Manager – Property Development Finance. A commercial lender with nationwide coverage, who finances Property Investors and Developers and SMEs to help them grow. To be successful in this role, you will need extensive development development finance knowledge and experience.

Provide expertise in both finance processes and application design, collaborating with consultants across other workstreams. Proven experience implementing or supporting Unit4 / Agresso finance software solutions. Unit4 ERP Finance Systems Consultant.

This role will see you act for banks, borrowers, and private equity houses on a range of matters including acquisition finance, corporate lending, asset finance, project finance and debt capital markets. The Banking & Finance team work across sectors including renewable energy, infrastructure, minin

We are recruiting for an exceptional Gold SAP Consultancy and VAR, which requires an S/4HANA Finance Architect. As an S/4H Finance Architect, one will be required to:. Design, implement, and oversee S/4HANA Finance solutions to meet business needs.

As Finance Director you will oversee the running of small finance function but crucially bring to the table support on legal transactions / lenders, support with m&a specifically land acquisitions. Finance Director -Health or Social Care Experience essential. Prior Experience as a Finance Director i

Joining BNP Paribas Personal Finance means becoming part of a Top Employer UK dedicated to making a difference to the lives of our customers. To learn more about careers at BNP Paribas Personal Finance UK, visit our website:. BNP Paribas Personal Finance promotes equality of opportunity and is commi

Finance and transformation analyst | £65-75k plus bonus | West London | FTSE Travel. A global FTSE leading travel business is looking to recruit an ACA/ACCA/CIMA qualified candidate to join its finance and transformation team. Support the development of transformation business plans & finance plans

Having recently set up a new Healthcare Commercial Due Diligence team, they are seeking to hire an ambitious and talented Corporate Finance Director to support the strategic growth plans.

To learn more about careers at BNP Paribas Personal Finance UK, visit our website:. BNP Paribas Personal Finance promotes equality of opportunity and is committed to ensure that no individual is discriminated against on the grounds of age, disability, gender reassignment, marriage or civil partnersh

Finance Functional Consultant – D365 Finance, D365 F&O, Microsoft Dynamics 365 Finance & Operations, Finance Functional Consultant, Finance Consultant, Dynamics AX, OneSource, One Source, Finance, eInvoicing, F&O – £500-£600 per day. This role requires strong experience with Microsoft Dynamics

The firm is well-established in the London market and its Finance practice works on a range of acquisition finance, real estate finance, fund finance, as well as structured and asset financings. We are working with an international firm in London that is recruiting for a mid-level Banking & Finance

This role will be accountable for the day-to-day management and successful delivery of defined projects, with a focus on ERP/finance systems and processes across the global finance function. Proven experience in delivering ERP/finance systems and process improvement projects within complex, global,

Experience in negotiating security/ancillary finance documents in respect of real estate finance transactions. The ability to draft and review LMA Real Estate Finance Facility Agreements. Experience in development finance transactions would be ideal, but not a prerequisite.

Real Estate Finance/ Lending Lawyer (InHouse/ Remote). We are keen to speak with entrepreneurial REF Lawyers (5PQE+) with proven experience in UK Bridge lending and/ or Property & Development finance. Experience on short‑term property finance deals is beneficial.