Team Assistant in 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...

**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...

**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...

**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...

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...

**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...

(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...

The role is a hybrid role, combining both Reception and Administration duties - as such, the role would entail interacting with all our colleagues and their clients, as well as any external parties. The successful candidate will be part of the Investment Management team and will directly support the Administration Support team and the Investment Managers....

Wealth Engagement Officer Some careers shine brighter than others. If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards thatwill take you further. Retail...

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...

**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...

Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to...

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...

Wealth Consultant - We’re growing and want you to be a part of our journey. - Our Wealth Team - We provide clear and comprehensive advice to our clients to allow them to make informed decisions around their finances. This creates financial confidence in our clients in meeting their future goals and aspirations. - As a Financial Planner within The Wealth...

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...