Senior advice Work, Jobs in Erdington, Wmd (with Salaries)

Senior Advice Technician
AFH Financial Group —Redditch
- Full-time
- Remote
- Training & development
- Employee discount
Resource and Workflow Manager
West Midlands Combined Authority —Birmingham
- £59,417 - £66,614 a year
- Part-time
- Continuous improvement
- Agile
- Communication skills
- Annual leave
- Employee discount
9d
Senior Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Customer service
- English
- Analysis skills
- Free parking
- Flexitime
Quick apply
13d
Senior Case Manager
Brownbill Associates —Birmingham
- Full-time
- Hybrid work
- Supervising experience
- Team management
- Case management
Quick apply
Senior Student Adviser
Birmingham City Students' Union (BCUSU) —Birmingham
- From £33,449 a year
- Full-time
- Management
- Computer literacy
- Analysis skills
- Annual leave
- Employee discount
Quick apply
2d
Senior Student Retention Coordinator
Birmingham City University —Birmingham
- £32,006 - £35,331 a year
- Full-time
- Hybrid work
- University
6d
Senior Change Manager
Staffordshire County Council —Stafford
- £55,609 - £60,047 a year
- No weekends
- Hybrid work
- Continuous improvement
- Communication skills
- Negotiation
8d
People Manager
Lisieux Trust Limited —Erdington
- £37,000 - £40,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Management
- Health & wellbeing programme
- Life insurance
Quick apply
10h
Internal Communications Senior Manager
National Crime Agency —Birmingham
- £4,379 - £70,179 a year
- Full-time
- Hybrid work
- Presentation skills
- Travel
- In-person
- Annual leave
14d
Senior Administrator
Derek Mills Wealth Consultancy —Solihull
- £30,000 - £34,000 a year
- Part-time
- Hybrid work
- CRM software
- Microsoft Excel
- Customer service
- Free parking
- Annual leave
Quick apply
Strategic Advisor
West Midlands Combined Authority —Birmingham
- £56,127 - £62,906 a year
- Part-time
- Data analysis skills
- Communication skills
- Negotiation
- Annual leave
- Employee discount
2d
Senior Information Rights Advisor
Department for Transport —Birmingham
- £44,241 a year
- Part-time
- Hybrid work
- Management
- Presentation skills
- Travel
- Annual leave
- Employee assistance programme
12d
Internal Audit Officer
West Midlands Combined Authority —Birmingham
- £43,049 - £47,791 a year
- Part-time
- Data analysis skills
- Analysis skills
- Presentation skills
- Annual leave
- Employee discount
14d
Senior Nursery Practitioner
Ladybird Montessori Nursery —Sutton Coldfield
- Up to £14 an hour
- Part-time
- Childcare
- Experience working with children
- School
- Free parking
- Store discount
Quick apply
People Manager
The Belfry Hotel & Resort —Sutton Coldfield
- £50,000 a year
- Full-time
- Hospitality
- Hotel
- Continuous improvement
- Free parking
- Employee discount
Quick apply
People Manager
The Belfry —Sutton Coldfield
- £50,000 a year
- Full-time
- Hospitality
- Hotel
- Continuous improvement
- Free parking
- Employee discount
Quick apply
Senior Space Crisis Exercising and Training Advisor
Department for Science, Innovation & Technology —Birmingham
- £44,620 - £49,065 a year
- Part-time
- Hybrid work
- Presentation skills
- Training & development
- Annual leave
- Employee discount
Reward Manager
Midland Heart —Birmingham
- £84,706 a year
- Full-time
- Management
- Continuous improvement
12d
Head of Care
Langley Trust —Coventry
- £62,933 a year
- Full-time
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Supported Housing Coordinator
West Midlands Combined Authority —Birmingham
- £43,049 - £47,791 a year
- Part-time
- Microsoft Powerpoint
- Analysis skills
- Organisational skills
- Annual leave
- Employee discount

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senior advice jobs near erdington, wmd

Senior Advice Technician

AFH Financial Group -
Redditch

Apply Now

Job details

Full-time

Benefits

Company pension
Employee discount

Qualifications

Financial planning
Technical support
Staff training
Training & development

Full job description

Senior Advice Technician

An opportunity to join AFH Wealth Management, 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 and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to offer constructive technical advice support to advisers and other stakeholders of the business at the initial and final stages of the advice process.

This is a great opportunity for someone looking for a change in career direction such as a Chartered FInancial Planner, Senior Paraplanner, or Financial Adviser.

As our Senior Advice Technician , you will typically:

Enhance advisory outcomes and solutions through direct discussion on complex financial planning cases with advisers
Provide clear and considered professional judgement and decision on cases which carry the potential for a higher risk impact to client, firm and advisers
Respond to routine and advanced advice queries from other teams, conducting detailed research as required to provide fully informed responses
Provide support in performing enhanced post audit review assessment of advice cases and evaluation of standards
Provide support to the Advice Assurance Manager in delivering induction and training for new recruits as needed
Maintain a high standard of technical and regulatory competence and comprehensive knowledge of financial planning through consistent annual CPD activities in line with the firms T&C Scheme
Actively contribute to the technical and regulatory advancement and development of Advice Technicians through knowledge sharing and guidance.

What we are looking for in our ideal ASenior Advice Technician:

Chartered Financial Planner status or actively working to final stages of becoming Chartered
Commitment and willingness to pursuing further professional qualifications relevant to the role
Demonstrate excellent knowledge and strong interest in the personal and corporate financial planning principles and regulatory requirements
Experience in the supporting of financial advisers including providing constructive scrutiny and feedback of case files including KYC, research and Financial Planning Reports
Ability to prioritise and manage workflow in a fast-paced environment
Aptitude in Microsoft Office, cashflow analysis and knowledge of research systems is preferable.

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.

Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.

Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [email protected]. We look forward to hearing from you!

Apply Now

Refine Your Search

senior advice jobs in erdington, wmd

Senior Advice Technician

Resource and Workflow Manager

Senior Administrator

Senior Case Manager

Senior Student Adviser

Senior Student Retention Coordinator

Senior Change Manager

People Manager

Internal Communications Senior Manager

Senior Administrator

Strategic Advisor

Senior Information Rights Advisor

Internal Audit Officer

Senior Nursery Practitioner

People Manager

People Manager

Senior Space Crisis Exercising and Training Advisor

Reward Manager

Head of Care

Supported Housing Coordinator

I want to receive the latest job alerts for senior advice in erdington, wmd

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