Personal Financial Planner Jobs in Birmingham
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Search results - Personal Financial Planner Jobs in Birmingham
CFP JOBS-Birmingham
Our client is a well-established independent financial advisory business, holding Chartered status, named a winner in the “Best Firms to Work For” category at the Professional Adviser Awards 2026.
Midlands – employed Financial Planner: Basic salary...
PJA-Birmingham
Job Description
An exciting opportunity has arisen to meet the growing portfolio of transport planning projects within one of the UK’s leading independent consultancies. PJA provides an integrated approach to Transport, Placemaking and Engineering...
Birmingham
and telephone manner
Experience
• Proven experience in an IFA Financial Services Administration Role
Skills / Personal Attributes
• Proficient IT skills, basic spread sheet and database knowledge.
• Good planning and effective organisational skills...
cv-library.co.uk -
Premier Jobs UK Limited-Birmingham
for personal financial planning.In this role you will:
• Provide independent advice across pensions, investments, protection and wider financial planning
• Build strong relationships with new clients through proactive networking, referrals and introductions...
joblookup.com -
Reed-Birmingham
and financial planners to ensure efficient, high-quality, and compliant service delivery.
• Process new business applications and communicate effectively with clients and providers.
• Ensure all documentation is compliant with industry standards.
• Assist...
Oakley Recruitment-Birmingham
for an individual with previous experience in Wealth Management, in a paraplanning or senior IFA Support role. You will focus on complex areas of financial planning and provide robust technical support to ensure the business standards are cautiously met whilst...
Katie Bard & Angela Mortimer Plc-Birmingham
and time zones
• Acting as gatekeeper, managing access, priorities, and protecting time
• Proactively planning ahead, spotting clashes before they happen
• End-to-end management of international travel (primarily Asia)- flights, hotels, transfers...
Aveni-Birmingham
or implementation planning activities
Why Join Aveni?
You’ll be joining a collaborative, ambitious team building AI products that are genuinely transforming how financial services organisations operate. This is an opportunity to work directly with innovative...
Blackstone Recruitment Limited-Birmingham
With capacity for 50 students, it provides specialist education for children and young people aged 519 with Autism spectrum conditions. We are proud to have achieved Outstanding ratings in Behaviour & Attitudes and Personal Development in our most recent Ofsted...
Bydand Recruitment Group-Birmingham
development planning
• Monitoring financial performance and ensuring targets, KPIs and SLAs are met
• Managing workload allocation, deadlines, and file quality across the team
• Identifying and escalating risk and compliance issues where appropriate
• Handling...
Birmingham
What You'll Bring
• Level 4 Diploma in Financial Planning (or equivalent) is essential.
• Previous experience in a compliance, file checking, or paraplanning role within a regulated IFA environment is essential.
• Excellent written and verbal...
cv-library.co.uk -
Aveni-Birmingham
Aveni is redefining how financial institutions use AI. We build real, production-ready agentic systems that reshape how banks, advisers and financial services firms operate, replacing fragmented processes with intelligent, end-to-end workflows.
We...
Pegasus Search & Selection-Birmingham
the built environment.
Why Join Us?
Our people are at the heart of everything we do. We offer:
• Flexible working and a true focus on outputs, not presenteeism
• A culture that nurtures personal and professional development
• The freedom to shape your...
BLACKSTONE RECRUITMENT LIMITED-Birmingham
are proud to have achieved Outstanding ratings in Behaviour & Attitudes and Personal Development in our most recent Ofsted inspection.
The Role
This is a senior leadership opportunity across two specialist schools, where you will play a pivotal role...
joblookup.com -
The HireWorks Ltd-Birmingham
and ensure compliance with regulatory requirements
Desirable Experience
• Advising on trusts linked to pensions and life insurance policies
• Inheritance Tax planning and mitigation strategies
• Estate planning with a focus on asset protection, care fees...
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