Wealth Management

(Executive) Director of Wealth ManagementHighly competitive salary and rewards package Since our formation in 2009 Succession Wealth has grown to be one of the UK's leading Financial Advisory firms and we now have a national network of over 200 Wealth Planners providing high quality, holistic financial advice to a wide range of clients. In 2022 Succession...

**Wealth Planner - Birmingham** **Home based with links to our Birmingham office** **Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus** Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve...

We are looking for a Financial Administrator Apprentice who is enthusiastic, proactive, and excited by a challenge. We want a Financial Administrator Apprentice who is: - A confident communicator, able to interact with clients over the phone and in writing - Organised and understands the importance of planning and prioritising their workload - A team...

**Wealth Management Tester** This is an excellent opportunity with Projecting Group working directly with one of our Financial Services clients. We are currently recruiting for a **Tester experienced in wealth management. **Our client is in the middle of an important migration and seeking a Lead Wealth Management Tester to spearhead this effort, ensuring...

Financial Services Birmingham 06/04/2023 Type of Position: Wealth Management Executive - Berkswell Pay: £35k - £40k **Wealth Management Executive - Berkswell**: We are working with a client based in Berkswell looking for an Wealth Management Executive to join their team on a 12 month fixed term contract, with the potential of the position to become...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

(Executive) Director of Wealth Management Highly competitive salary and rewards package Since our formation in 2009 Succession Wealth has grown to be one of the UK's leading Financial Advisory firms and we now have a national network of over 200 Wealth Planners providing high quality, holistic financial advice to a wide range of clients. In 2022...

Data and Systems ArchitectRemote based or Hybrid from any of Succession Wealth's UK offices 6 month contract initially with potential for extension Day rate of £450 - £500 (DOE) Succession Wealth is one of the UK's leading Financial Advisory firms with a network of Wealth Planners across the UK providing high quality financial advice to a wide range of...

**Financial Services QA Administrator** **Location: Remote or hybrid working from our central Birmingham office** **Salary: Up to £25,000** **Excellent benefits **including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension...

**Quality Assurance Administrator** **Location: National, remote or hybrid working supported** **Salary: Up to £25,000** **Excellent benefits **including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and Paternity Pay, a Group Pension scheme with generous...

My client are a boutique Wealth Management business looking to recruit a Team Assistant to support their highly successful Wealth Management Team. This role will entail working with the Paraplanners and Advisers to support all parts of the financial planning and advice process, requesting and collating information, dealing with pre - and post-sales...

**Employee Benefits Administrator (Hybrid working)** **Basic salary of £23,000 to £30,000 (DOE)** **Based partly from our Birmingham office blended with some home working** **Excellent benefits** including 25 days annual leave increasing with service, flexible and agile working opportunities to allow for a great work/life balance, Company Maternity and...

We are working with a well-established and growing Financial Planning and Wealth Management firm, looking to add an Integrations Manager to the firm, overseeing the integration of acquired practices into the company. This role is remote, salary up to £80,000, alongside a strong benefits package. **Key Duties:** - Head the Integrations Division ensuring...

Our client, a leading investment and asset management business, is recruiting for Personal Wealth Advisors (working a hybrid office/WFH model). With significant professional and career development opportunity our client is seeking to support ongoing organicgrowth and development across its employee base. As a Personal Wealth Advisor, you will be employed by...

**Personal Assistant** **Basic salary of up to £25,000 PA (dependant on experience)** **Hybrid working, typically 2 days per week from our central Birmingham office and 3 days per week from home (flexibility required)** **12-month fixed term contract (Maternity cover) - however as a fast-growing business there is potential for a permanent role.** **We...

**Personal Assistant** **Basic salary of up to £30,000 PA (dependant on experience)** **Hybrid working, typically 2 days per week from our central Birmingham office and 3 days per week from home (flexibility required)** **12-month fixed term contract (Maternity cover) - however as a fast-growing business there is potential for a permanent role.** **We...

Our client is a well - respected International private client discretionary investment manager, privately owned and an independent investment management company. They offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client. They attract individual investors through their...

**Personal Assistant** **Basic salary of up to £28,000 PA (dependant on experience)** **Hybrid working, typically 2 days per week from our central Birmingham office and 3 days per week from home (flexibility required)** **12-month fixed term contract (Maternity cover) - however as a fast-growing business there is potential for a permanent role.** **We...

- ExternalBe part of an exciting and unique teamThe Wealth Engagement Officer is a customer/client facing role where you will be contacting customers to maximise their wealth needs by holding robust individual reviews of their life and circumstances. By doing this, you will uncover potential investment or protection needs for your customers, which will...

- ExternalBe part of an exciting and unique teamThe Wealth Engagement Officer is a customer/client facing role where you will be contacting customers to maximise their wealth needs by holding robust individual reviews of their life and circumstances. By doing this, you will uncover potential investment or protection needs for your customers, which will...