Financial adviser Work, Jobs in Birmingham, Eng (with Salaries)

New Business Adviser
Crystal Specialist Finance —Tamworth
- £26,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
4d
Customer Service Administrator (TRA)
The Right Advice —Solihull
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
12d
Supervision & Development Manager
The Right Advice —Solihull
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
5d
Existing Relationship Adviser
Lloyds Wealth —Birmingham
- £76,000 - £84,000 a year
- Full-time
- Remote
- Communication skills
- Work from home
- Flexible schedule
12d
Sales Executive (ABM / Outbound) - AI Agency
Vu Agency —Knowle
- £24,420.00 - £62,414.02 a year
- Full-time
- Hybrid work
- Salesforce
- Analysis skills
- Leadership
Quick apply
2d
Student Administrator
LD Training Services —Dudley
- £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
3d
Tax Manager
Pinewood.AI —Solihull
- £45,000 - £55,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
Business Development Executive
Capsticks Solicitors LLP —Birmingham
- Full-time
- Hybrid work
- CRM software
- Microsoft Office
- Business development
Quick apply
Financial Planner
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
2h
Paralegal
TLT —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
6d
New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
12d
Case Adviser (111710-0626)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- University
- Communication skills
11d
Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
11d
Wealth Planner - Wealth Management
Barclays —Birmingham
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Audit Experience Programme - Birmingham - October 2026
RSM UK —Birmingham
- Full-time
Financial Adviser
Partnership Recruitment —Norton Canes
- £35,000 a year
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
Trainee Pension Plan Accountant
Hymans Robertson LLP —Birmingham
- £25,000 a year
- Full-time
- Microsoft Office
- Accounting
- In-person
Quick apply
2d
VodafoneThree - Onsite Advisor - Central Birmingham
Vodafone —Birmingham
- £30,384 a year
- Full-time
- Customer service
- Administrative experience
- In-person
- Employee discount
12d

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New Business Adviser

Crystal Specialist Finance -
Tamworth

Quick apply

Job details

Permanent | Full-time
£26,000 - £35,000 a year
4 days ago

Qualifications

CRM software
Sales
Salesforce
No experience needed
B2B sales
Organisational skills

Full job description

Kickstart Your Career as a New Business Adviser

Your Opportunity to Shine in Specialist Finance

Are you ready to launch your career in a dynamic, fast-paced environment where your ambition and people skills are truly valued? At Crystal Specialist Finance, we’re looking for a New Business Adviser to join our thriving team in Tamworth. This is the perfect role for anyone eager to make their mark in financial services, either as a career change or to further your sales career, as you will learn from the best, and grow with a company that puts people first.

Why Start Your Journey with Crystal?

At Crystal Specialist Finance, we believe in nurturing talent and empowering our people to succeed. Our culture is built on teamwork, integrity, and a passion for delivering outstanding results for our clients and partners.

Supportive Environment: You’ll be surrounded by experienced professionals who are invested in your growth and success.
Values-Driven: We act with integrity, diligence, and always put our customers at the heart of everything we do.
Career Progression: This is more than just a job—it’s a launchpad for your future in specialist finance.
Vibrant Team: Join a collaborative, energetic team where your ideas and contributions are valued.

The Role: New Business Adviser

As a New Business Adviser, you’ll be the driving force behind new business growth—building and nurturing relationships with brokers, generating enquiries, and supporting deals from first contact to submission. You’ll combine proactive outreach with retention efforts, ensuring every broker receives the highest level of service and engagement.

What you’ll do:

Proactively reach out to brokers, generating a high volume of quality enquiries.
Build and maintain positive, professional relationships to showcase Crystal’s strengths.
Support deal progression, working closely with underwriters and your team.
Record and track all activities in our CRM, ensuring every opportunity is maximised.
Contribute to team success through daily “Hussle Hours” and monthly success meetings.
Uphold the highest standards of compliance, data governance, and customer outcomes.
Embody Crystal’s core values and positive, can-do attitude every day.

What We’re Looking For

A passion for people, communication, and building relationships.
Drive, resilience, and the ability to thrive in a fast-paced, target-driven environment.
Organisational skills and attention to detail.
A positive, proactive approach and willingness to learn.
No prior experience in finance required—just the right attitude and ambition!

Why This Role is Perfect for You

This is an outstanding position for anyone looking to either break into financial services or to grow an already glittering sales career. You’ll gain hands-on experience, develop valuable skills, and be part of a company that’s committed to your development and success

Job Types: Full-time, Permanent

Pay: £26,000.00-£35,000.00 per year

Ability to commute/relocate:

Tamworth: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in birmingham, eng

New Business Adviser

Customer Service Administrator (TRA)

Supervision & Development Manager

Existing Relationship Adviser

Sales Executive (ABM / Outbound) - AI Agency

Student Administrator

Tax Manager

Business Development Executive

Financial Planner

Paralegal

New Client Adviser

Case Adviser (111710-0626)

Personal Wealth Adviser

Wealth Planner - Wealth Management

T&C Administrator

Paraplanner

Audit Experience Programme - Birmingham - October 2026

Financial Adviser

Trainee Pension Plan Accountant

VodafoneThree - Onsite Advisor - Central Birmingham

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