Wealth Management Administrator Role

About the RoleThis is an exciting opportunity to join AFH Wealth Management as a Wealth Management Specialist. You will be responsible for providing high-quality financial advice to clients in Sheffield and surrounding areas.As a key member of our team, you will play a vital role in helping us deliver exceptional client experiences. We are looking for...

Job SummaryWe are seeking an experienced Independent Financial Adviser to join our team at AFH Wealth Management, serving the Sheffield and surrounding areas. This role offers flexible working arrangements, allowing you to strike a perfect balance between work and personal life.The successful candidate will possess a strong background in financial planning,...

Job ProfileWe are seeking a highly skilled Wealth Management Expert to join our team at AFH Wealth Management. As a self-employed or employed adviser, you will work closely with clients to understand their financial goals and develop tailored financial strategies to help them achieve success.The ideal candidate will have a strong background in regulated...

About the RoleWe are seeking a senior wealth management specialist to join our team. As a self-employed or employed financial adviser, you will be responsible for developing and implementing complex financial plans for our high-net-worth clients, taking into account their current and future financial goals.Key ResponsibilitiesFormulate and implement...

Wealth Management Career OpportunityAt the Kingswood Group, we are seeking an experienced Administrator to join our Wealth Management team. This is a fantastic opportunity for someone looking to start or further their career in this field.As a Client Liaison Administrator, you will be responsible for providing support to our Advisors, including monitoring...

About Kingswood GroupWe are a forward-thinking organisation committed to becoming a top global provider of trusted wealth planning and investment management solutions. Our vision is supported by investments in people and innovation in technology to empower our advisers and clients.Key Statistics:$0 - $60,000 per year (dependent on experience)Job Title:...

We are seeking a highly motivated and experienced Financial Planning Advisor to join our team at AFH Wealth Management in Sheffield and surrounding areas.As a Financial Planning Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their finances.With a strong background in financial...

At AFH Wealth Management, we are seeking a skilled Senior Financial Consultant to join our team in Sheffield and surrounding areas. This role offers an excellent opportunity to work as a self-employed or employed adviser.In this position, you will have the responsibility of understanding your clients' current and future financial goals and providing expert...

NJR Recruitment Careers is delighted to represent an expanding Independent Wealth Management Advisory firm based in Sheffield. The firm requires an experienced Financial Planning Administrator to join their team, providing administrative support to a team of wealth managers.This role involves conducting product research, writing suitability reports,...

We are seeking a skilled Private Wealth Manager to join our dynamic team at Sue Ross Legal. As a key member of the Private Client department, you will play a vital role in advising clients on complex estate and trust matters.Your responsibilities will include:Managing a diverse portfolio of clients, providing expert guidance on wealth planning and protection...

Company OverviewAFH Wealth Management is a progressive and client-focused financial planning-led wealth management firm. We are committed to delivering exceptional service and expert advice to our clients. Salary & BenefitsWe offer an estimated salary of £40,000 - £60,000 per annum, depending on experience and qualifications. In addition to a competitive...

Company OverviewAt AFH Wealth Management, we pride ourselves on being a forward-thinking financial planning-led wealth management firm. Our team is dedicated to delivering exceptional service and expert advice to our clients, helping them achieve their financial goals.Salary & BenefitsThe estimated salary for this role is £45,000 - £65,000 per annum,...

About the RoleNJR Recruitment is seeking an experienced Junior Adviser to join a leading Wealth Management Company in the UK.The successful candidate will be responsible for managing a portfolio of clients, providing financial advice, and helping them achieve their long-term goals.Key qualifications include:Level 4 Diploma in Financial Planning.Experience...

Wealth Management Career OpportunityA well-established Wealth Management Company is seeking a motivated and enthusiastic Junior Financial Adviser to join their team in the UK.This role offers an excellent chance to develop your skills and knowledge in wealth management, work with a full client bank, and progress your career in the industry.Key...

NJR Recruitment presents an exciting opportunity for a talented Financial Adviser to join a thriving wealth management practice in Sheffield.This dynamic role requires a highly motivated individual with exceptional communication and interpersonal skills to deliver tailored financial solutions to high net worth clients.The ideal candidate will have a proven...

Thriving Wealth Management PracticeOur Client is a reputable and independent wealth management practice based in the Sheffield area. With a strong reputation for providing trusted financial solutions to High Net Worth individuals and businesses, we are now looking to recruit an experienced Financial Adviser to join their team.Job DescriptionThis is an...

We're looking for a skilled Wealth Management Consultant to join our team at Churchill Executive.About UsChurchill Executive is a leading provider of investment management, pension planning, and estate planning services. We're dedicated to helping individuals and businesses achieve their financial goals through expert advice and tailored solutions.Job...

Job OverviewWe are seeking a highly skilled Financial Planning Professional to join our team at AFH Wealth Management. As a self-employed or employed adviser, you will play a crucial role in helping clients achieve financial independence.This is an excellent opportunity for someone with experience in regulated financial planning and a client-centric...

About the RoleWe are looking for a seasoned Independent Financial Adviser to join our team at AFH Wealth Management, covering the Sheffield and surrounding areas. As a key member of our team, you will enjoy flexible working arrangements, including home-based and remote options.The ideal candidate will have a solid background in financial planning, excellent...

Prominent experience in Private Wealth ManagementIn-depth knowledge of estate planning, trusts, and elderly client servicesProven track record in preparing estate and trust accountsThis coveted position offers a comprehensive caseload of existing files, encompassing Wills, Lasting Powers of Attorney, wealth protection strategies, probate, interstate...