Wealth Management Administrator

(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...

_**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...

**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...

**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...

**Title: Wealth Planning / IFA Administrator** **Based: Lickey, Birmingham outskirts** **Salary - £23,000 - £26,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company with a team of 15, is looking for a...

**Title: Wealth Planning / IFA Administrator** **Based: Lickey, Birmingham outskirts** **Salary - £23,000 - £26,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company with a team of 15, is looking for a...

**IFA Administrator / Wealth Planning Administrator** **Birmingham (Castle Vale) - office based** **£25,000 - £30,000 depending on experience** **Are you an IFA Administrator looking for your next role?** - Would you like to feel valued by working in a boutique wealth planning company instead of a corporate IFA firm? - Are you looking to work for a...

**IFA Administrator / Wealth Planning Administrator** **Birmingham (Castle Vale) - office based** **£25,000 - £30,000 depending on experience** **Are you an IFA Administrator looking for your next role?** - Would you like to feel valued by working in a boutique wealth planning company instead of a corporate IFA firm? - Are you looking to work for a...

**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...

**Would you like to work for a company that offers excellent training and career support? Are you a strong administrator with a passion for customer service? Do you want to work for a supportive company that are growing rapidly?** In this role, you will provide support to the Wealth Planner to assist in co-ordinating their workflow. You will work closely...

**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...

**Hybrid working - blend of home and office working from our Birmingham office** This is a fantastic opportunity to play a key role in the success of some of the Wealth Management sector’s leading Advice professionals at the very top their game. The purpose of the this role is to provide a more intensive level of support to our highest performing...

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...

**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...

(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...