Wealth Planning Assistant

**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...

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 -...

(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...

**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...

**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...

**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...

**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...

**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...

_**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...

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...

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...

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...

**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...

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...