Wealth Planning Assistant

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 -...

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...

**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...

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...

**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...

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...

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...

**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...

Earn up to £40,000 per annum as a Wealth Management Assistant Professional with Ernest Gordon Recruitment Limited. In this role, you will assist financial advisers with a range of tasks, including data entry, submitting applications, drafting reports, conducting research, and client administration.The successful candidate will have experience in pensions,...

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...

Recruit Wealth Ltd is seeking a highly skilled administration assistant to support employee benefits consultants in the day-to-day running of client accounts across group pensions, group risk, group healthcare, and flexible benefits.The ideal candidate will have experience in administering pension schemes, including GPPs/auto enrolment or DB schemes....

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...

Job Title: Wealth Management SpecialistOkailgroup is seeking a skilled Wealth Management Specialist to provide support and assistance to our branch/desk. As a key member of our team, you will be responsible for adapting to changing responsibilities and using your expertise to provide professional support to those using our department's resources.Key Areas of...

We are an award-winning Wealth Planning firm based in the UK, and we are currently seeking a highly skilled Financial Planner to join our team at Pinstripe Personnel Careers.The successful candidate will have experience as a Financial Adviser/Planner and hold a minimum of a Diploma qualification.This is a fantastic opportunity for someone who wants to take...

**About the Role:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. In this role, you will have the opportunity to work on both an Employed and Self-Employed basis, developing and growing your career in a supportive environment.The ideal candidate will have proven experience as a financial planner, with strong...

**Company Overview:** Jenson Fisher Consulting Ltd is a leading Wealth Management firm based in London, committed to delivering exceptional financial planning services to its clients.We are currently seeking a highly skilled Financial Planning Specialist to join our team and contribute to the growth of our client base. As a Financial Planning Specialist, you...