Investment and Wealth Expert
5 days ago
Okailgroup 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 Responsibilities:
- Providing expert advice and guidance on investment and wealth management strategies.
- Working closely with clients to understand their individual needs and goals.
- Developing and implementing personalized investment plans.
Salary: $29,000 - $39,000 per annum, Birmingham, West Midlands.
We offer a competitive salary package, ongoing training and development opportunities, and the chance to work with a leading organization in the financial services sector.
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Investment Researcher
2 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeAbout the Role: We are seeking a talented Paraplanner to join our team at AFH Wealth Management. As a Paraplanner, you will play a key role in delivering high-quality financial research and analysis to support our advisers and clients. This is an exciting opportunity for a motivated and organized individual who is passionate about finance and committed to...
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Wealth Management Consultant
2 days ago
Birmingham, Birmingham, United Kingdom WeAreTechWomen Full timeWe Are Tech Women is seeking a highly skilled Wealth Management Consultant to join our Wealth Management division. As a specialist in wealth management, you will be responsible for providing expert advice and guidance to clients.About the RoleThe ideal candidate will have a proven track record of delivering exceptional results in a customer-facing...
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Expert Wealth Management Architect
1 month ago
Birmingham, Birmingham, United Kingdom Goldman Sachs Full timeWealth Client Onboarding ExpertGoldman Sachs is a dynamic organization that empowers individuals to turn data into action. As a Wealth Management Architect, you will be part of a team that builds scalable software and systems to drive business growth.About the RoleOur team is responsible for delivering cutting-edge data platforms and services. We are seeking...
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Wealth Management Expert
4 weeks ago
Birmingham, Birmingham, United Kingdom Blessinginvestment Full timeJob Overview:Blessinginvestment is seeking a highly motivated and experienced Investment Advisor to join their team.The successful candidate will provide support and assistance to the branch/desk, with a focus on adapting to changing responsibilities and using them as opportunities for learning and professional growth.Estimated Salary: $32,000 per...
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Wealth Management Professional
2 days ago
Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full timeJenson 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...
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Portfolio Management Assistant
4 weeks ago
Birmingham, Birmingham, United Kingdom Royal Bank of Canada> Full timeDynamic Wealth Expert OpportunityWe are seeking a highly skilled Portfolio Management Assistant to join our team in Birmingham. This is an excellent opportunity for someone looking to develop their skills and knowledge in portfolio management.The successful candidate will have strong numerical skills, attention to detail, and up-to-date knowledge of the...
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Pension Administration Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeAbout Us: With over 30 years of experience and more than 200 accredited advisers nationwide, AFH Wealth Management has established itself as one of the UK's leading independent financial advisory firms. We pride ourselves on helping our clients achieve their financial goals through expert guidance and personalized service.Role Summary: We are currently...
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Strategic Wealth Management Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Goldman Sachs Full timeCompany Overview:Goldman Sachs is a leading global investment banking, securities and investment management firm. Founded in 1869, we empower our clients to reach their financial goals through innovative solutions and expertise.About the Role:We are seeking a Strategic Wealth Management Specialist to join our Asset & Wealth Management division. In this role,...
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Sustainability Investment Expert
2 days ago
Birmingham, Birmingham, United Kingdom IGA Talent Solutions Full timeJob Summary:A leading partner in talent solutions is collaborating with a prominent Defined Benefit pension scheme in the UK to hire a responsible investment manager on a contract basis.This temporary position will support an existing team member's maternity leave for 12-18 months and involve close collaboration with the investment director and head of the...
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Senior Wealth Management Professional
2 days ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full timeTake Your Career to the Next Level as a Senior Wealth Management ProfessionalBirmingham (Hybrid)£50,000 to £60,000 per annum + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsThis is an exciting opportunity for an experienced Financial Advisor to join our team and take on a new challenge. As a Senior Wealth Management Professional, you...
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Trainee Wealth Manager
2 days ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJoin us as a Trainee Wealth Manager and take the first step towards a rewarding career in financial services! This exciting opportunity is available in the Solihull area, where you will have the chance to work with experienced professionals and develop your skills in investments, pensions, and tax planning.A competitive salary of £33,000 per annum,...
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Senior Wealth Manager
2 days ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeCompany Overview: Ernest Gordon Recruitment Limited is a leading recruitment agency focused on growth through organic growth as well as yearly acquisitions.Salary: £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsJob Description:Wealth Management OpportunitiesThis role involves providing full financial advisory...
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Birmingham, Birmingham, United Kingdom WeAreTechWomen Full timeJoin a team that empowers clients to reach their financial goalsWeAreTechWomen is part of the Goldman Sachs group, a global leader in wealth management. Our advisor-led businesses provide comprehensive advice to individuals, family offices, foundations, endowments, corporations, and their employees. Across Wealth Management, our growth is driven by a...
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Compliance Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Successionwealth Full timeRole 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...
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Wealth Management Assistant Professional
2 days ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeEarn 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,...
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Senior Private Wealth Management Attorney
4 weeks ago
Birmingham, Birmingham, United Kingdom Goldman Sachs Full timeAbout Goldman SachsGoldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base. Founded in 1869, the firm is headquartered in New York and maintains offices around the world.About This RoleWe are seeking a qualified Senior Private...
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Private Wealth Attorney
2 weeks ago
Birmingham, Birmingham, United Kingdom Jameson Legal Full timeJob DescriptionAs a private family solicitor at Jameson Legal, you will provide expert advice and representation to clients in private family law matters, including divorce, separation, and child care disputes.You will work closely with our existing and successful family team to provide a seamless service to our clients, and contribute to the growth and...
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Wealth Management Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial Adviser Industry: Wealth Management Location: Birmingham Salary: up to £60,000 (salaries negotiable dependent on experience and skill-set) Job Description: Are you an experienced financial adviser looking for a new challenge? We are seeking a qualified Financial Adviser to join our...
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Senior Investment Director
4 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeAre you a driven investment professional looking for a new challenge? We are currently seeking an experienced Investment Manager to join our team at a reputable Wealth Management business in the heart of Birmingham.About the Role:We are responsible for monitoring and managing investment portfolios on a day-to-day basis, ensuring that our clients' investments...
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Senior Administrative Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Successionwealth Full timeJob SummaryWe are Succession Wealth, a leading independent financial planning and wealth management business in the UK and part of the Aviva Group.About the RoleThis exciting opportunity has arisen for an organised and competent Administrator to join our Client Delivery team. In this fast-paced role, you will work as part of a highly effective administration...