Wealth Planning

About Our TeamWe are seeking a highly skilled Protection and Wealth Adviser to join our award-winning team at Quilter Financial Planning. As a self-employed Protection and Wealth Adviser, you will work closely with dedicated back-office support staff to deliver exceptional customer outcomes.The successful candidate will have a strong background in protection...

We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at Bruin Financial in Birmingham. As a key member of our wealth planning department, you will be responsible for providing high-quality support to our Wealth Planners.Your duties will include:Conducting thorough research on a range of financial planning products and...

**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...

An opportunity has arisen with a wealth management firm in Birmingham looking to hire a Wealth Management Assistant into their team. You will be part of a team providing support to financial planners. **Responsibilities**: - Using Xplan system and a variety of platforms - Obtain quotes, illustrations, product information and appropriate paperwork -...

**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...

About the RolePinstripe Personnel is looking for a skilled Investment Professional to work in a remote capacity. The ideal candidate will have experience in financial planning and wealth management, with a proven track record of delivering high-quality results.This is an excellent opportunity for a driven and ambitious individual to take their career to the...

About the RoleThis is an exciting opportunity to join a leading national wealth management and financial planning firm as they continue to expand their services.As a key member of the team, you will provide high-quality support to Financial Planners, ensuring that clients receive exceptional service and guidance.You will work closely with the Financial...

Company Overview">AFH Wealth Management is a leading independent financial advisory and wealth management firm with over 30 years of experience. We pride ourselves on our commitment to helping individuals achieve their financial goals through comprehensive research, analysis, and expert advice.With more than 200 accredited advisers nationwide, we offer a...

Role SummaryA 12-month fixed term contract presents an exciting opportunity to contribute to a renowned wealth planning firm. As a Paraplanner at Successionwealth, you will play a vital role in assisting Wealth Planners maintain and develop high net worth client portfolios.About the JobYou will be responsible for undertaking detailed research and analysis to...

About UsPinstripe Personnel is an award-winning Wealth Planning firm dedicated to providing exceptional services to our clients. We are committed to delivering innovative solutions that meet their unique needs and goals.We are now looking for a skilled Financial Planner to join our team, working from the comfort of their own home. As a fully remote position,...

Overview: AFH Wealth Management is a leading independent financial advisory firm, offering exciting career opportunities for determined and ambitious individuals. Salary: The salary for this role is estimated to be around £30,000 - £40,000 per annum, depending on experience.Job Description: We are seeking a skilled Paraplanner to join our team in...

Pinstripe Personnel is a pioneering Wealth Planning firm dedicated to delivering exceptional client outcomes. We are currently seeking a seasoned Financial Planner to join our remote team across the UK.">In this role, you will have the opportunity to leverage your expertise to create personalized financial plans that exceed client expectations. Our...

**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...

_**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...

Investment and Wealth ExpertOkailgroup is seeking an Investment and Wealth Expert to provide expert advice and guidance on investment and wealth management strategies. The successful candidate will have a strong understanding of the financial services sector and the ability to communicate complex information clearly and effectively.Key...

Pinstripe Personnel, a leading Wealth Planning firm, is currently seeking a highly skilled Wealth Management Specialist to join their team.This is a unique opportunity to work with a forward-thinking company that prioritizes innovation and customer satisfaction.We are looking for a results-driven and ambitious individual who is passionate about delivering...

About the JobWe are Regional Recruitment Services, a leading provider of recruitment services to the financial sector. We are currently seeking an Experienced Wealth Manager to join our advisory team in the UK.As an Experienced Wealth Manager, you will be responsible for providing expert advice to clients on wealth management solutions, including pensions...

At Pinstripe Personnel, we are looking for a skilled Senior Wealth Planner to join our team. This is an excellent opportunity for a driven and ambitious individual who wants to take their career to the next level.The role is fully remote, allowing you to work from anywhere in the UK. As a Senior Wealth Planner, you will be responsible for providing expert...

Jenson Fisher Consulting Ltd is a leading Wealth & Investment Management firm seeking a skilled Paraplanner to join our team. The successful candidate will play a key role in creating tailored solutions for our clients, utilizing their expertise in report writing and analysis of complex financial data.Key ResponsibilitiesWorking closely with experienced...