3 Financial Services jobs in Solihull
Financial Services Personal Assistant
Posted today
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Job Description
Financial Services Personal Assistant
BCR/TH/31740a
Competitive Salary (30,000+)
Bromsgrove
Bell Cornwall Recruitment is looking for an outstanding candidate to join one of the UK's leading Financial Advisory and Wealth Management Firms. 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. This role requires a background in wealth management, and a robust knowledge of pensions, investments, protection and other products in the world of financial services.
The role:
- Client service and liaison are paramount for this role, building rapport and developing relationships so you are someone the client is thrilled to pick up the phone to
- Communication with providers and third parties, utilising investment platforms
- Administrative support to IFAs ad Paraplanners
- Maintain client records and data accurately
The ideal Financial Services Personal Assistant will have:
- Experience in financial services/ wealth management (must have)
- Understanding of multiple financial products such as pensions, investments and protection
- Experience with multiple investment platforms (highly desirable)
- Excellent communication skills and ability to build relationships with clients and colleagues
- Ability to commute to office in Bromsgrove- not well suited to a non-drive
Interested? Please click the 'APPLY' button now!
BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.
BELL CORNWALL RECRUITMENT
We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.
Love Work Be Happy
Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.
(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)
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Financial Planning Assistant
Posted 2 days ago
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Job Description
- Location: Birmingham (Hybrid - 3 days office, 2 days home - flexibility required)
- Salary: £30,000 per annum
- Contract: Permanent | Full-Time | Monday-Friday, 9am-5pm
Join a Leading Wealth Management Firm
We're working with a highly respected, national financial services firm to find a Financial Planning Administrator who thrives in a professional, fast-paced environment.
This.
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Financial Planning & Analysis Director
Posted today
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Financial Planning and Analysis Director
Location: Coventry / Hybrid
Lead the Numbers. Shape the Strategy.
About the role:
As a Financial Planning and Analysis Director, you'll be at the heart of strategic decision-making in a leading services business that's transforming green spaces across the UK. This is a high-impact leadership role where your expertise in financial planning, forecasting, and data-driven insight will directly influence business performance and future growth.
You'll be the key link between the UK business and the wider Group, owning all financial planning processes and reporting. With a seat at the senior leadership table, you'll deputise for the CFO and play a pivotal role in shaping the financial strategy. You'll also lead the adoption of Power BI across the finance function, championing reporting and driving a culture of continuous improvement.
This is a full-time role (37.5 hours per week) based in Coventry, with hybrid working and monthly travel to London for Group reviews.
About you:
You're a confident, commercially astute FP&A specialist who thrives in a fast-paced, data-driven environment. You'll bring:
- Leading experience in budgeting, forecasting, and financial reporting in a complex, service-based business
- Strong communication skills to influence senior stakeholders and present insights clearly
- Expertise in Power BI and Excel, with a passion for turning data into action
- A proactive mindset with the ability to challenge constructively and drive change
- Experience working with Group-level reporting and ideally in a PE-backed environment
- A collaborative leadership style with the potential to step into a CFO role in the future
Your Benefits:
We offer a competitive package designed to support your success and wellbeing:
- Car Allowance & Bonus
- Private healthcare (for you and one other)
- Up to 6% matched pension + salary sacrifice scheme
- Hybrid working and flexible hours
Why Talent Solutions?
At Talent Solutions, we connect exceptional people with purposeful work. We partner with organisations that are shaping the future - from landscaping to environmental services - and we're proud to support careers that make a real difference. When you join us, you join a community that values innovation, integrity, and impact. We're committed to helping you to develop, thrive, and lead.
For more information and to apply, please click the apply link.
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