Asset Management Expert

3 days ago


Wolverhampton, Wolverhampton, United Kingdom Azets Full time

Job Title: Asset Management Expert

We are seeking an experienced Asset Management Expert to join our team at Azets. As a key member of our Wealth Management team, you will play a vital role in helping clients achieve their financial goals.

About the Role:

  • You will be responsible for identifying and establishing contact with potential clients, working collaboratively with the supporting team, and gathering and analyzing information required to provide financial planning advice.
  • You will review client's circumstances regularly, make appropriate recommendations, complete all administration in a timely and accurate manner, and satisfy regulatory CPD thresholds and compliance matters.
  • You will also create and maintain appropriate business relationships within Azets Group and demonstrate sound technical knowledge of pensions, investments, and taxation.

About You:

  • You will have relevant professional qualifications such as the Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
  • You will have proven experience working as a Financial Adviser in the UK market, with a solid understanding of UK financial regulations and tax laws.
  • You will possess strong knowledge of UK-specific investment products, pensions, and tax-efficient savings options, analytical mindset, attention to detail, and ability to work independently.

About the Company:

  • Azets is a leading provider of wealth management services, committed to delivering exceptional client experiences and building long-lasting relationships.
  • We offer a dynamic and supportive work environment, where you can grow your skills and expertise, and contribute to our company's success.

Earnings Estimate: The estimated annual salary for this position is £55,000 - £70,000, depending on your level of experience and qualifications.



  • Wolverhampton, Wolverhampton, United Kingdom Niyaa People Ltd Full time

    Role Overview: At Niyaa People Ltd, we strive to provide excellent services through our team of experts.About the Asset and Estate Audit Professional Role: We are currently seeking a highly skilled professional to work on a 3-month interim contract in the West Midlands. This role involves conducting surveys and audits, providing valuable insights to...


  • Wolverhampton, Wolverhampton, United Kingdom Bromford Full time

    About the RoleBromford's Property Data Assistant will be responsible for implementing new asset system modules, providing training, and ensuring asset data accessibility and utilization. This role requires a strong understanding of asset management data collection and management systems, as well as the ability to work in a fast-paced environment. The...

  • Digital Growth Expert

    2 weeks ago


    Wolverhampton, Wolverhampton, United Kingdom SFR Recruitment Solutions Full time

    Are you a Digital Growth Expert looking for a new challenge? SFR Recruitment Solutions is seeking an experienced Digital Growth Expert to join our team. As a Digital Growth Expert, you will be responsible for overseeing the strategic development and execution of marketing campaigns to drive product awareness, customer acquisition, and revenue growth.About...


  • Wolverhampton, Wolverhampton, United Kingdom Arbuthnot Latham & Co., Full time

    Arbuthnot Latham & Co. is part of the Arbuthnot Banking Group, serving the commercial vehicle, bus, and general asset sectors with tailored award-winning lending packages.We are a full-service finance business, providing an individual finance solution to all our customers.The Accounts Payable team ensures that all suppliers are paid correctly and on time,...


  • Wolverhampton, Wolverhampton, United Kingdom Green Shoots Recruitment Full time

    Job DescriptionAs a Web Development Expert, you will be responsible for building and maintaining client websites and digital platforms. Your role will involve working on both front-end and back-end development using various Content Management Systems (CMS), particularly WordPress.You will develop and deliver a professional online experience, optimising the...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    Job Description:We are seeking a Wealth Management Expert to join our team at Premier Jobs UK Limited. As a Wealth Management Expert, you will be responsible for providing expert wealth management advice to clients in Wolverhampton, Bridgnorth, and Birmingham. You will develop and implement comprehensive wealth management plans that meet the unique needs of...


  • Wolverhampton, Wolverhampton, United Kingdom Compton Care, Ltd. Full time

    Compton Care, Ltd. is a leading charity that provides care and support to individuals and families across the UK.We are currently looking for a Digital Asset Coordinator to join our E-Commerce department and help us manage our digital assets.The successful candidate will have excellent organizational skills and be able to prioritize tasks effectively.In this...


  • Wolverhampton, Wolverhampton, United Kingdom V12 Sports & Classics Ltd Full time

    We are seeking a highly skilled Automotive Asset Valuer to support our busy sales department at V12 Sports & Classics Ltd.With a strong focus on accuracy and attention to detail, you will be responsible for conducting thorough appraisals of vehicles offered in part exchange, considering condition, mileage, history, and other factors that influence...


  • Wolverhampton, Wolverhampton, United Kingdom Bell Cornwall Full time

    Accounting Expertise RequiredBell Cornwall requires an experienced Senior Accountant to manage various accounting responsibilities, including:Creating and submitting VAT returnsManaging fixed assets and depreciation postingsEnsuring accurate sales ledger management, including invoicing and credit controlProcessing bank postings and reconciliationsGenerating...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    This is a fantastic opportunity for a Wealth Management Expert to join our team and take on a leadership role in managing an existing client portfolio.As a key member of our team, you will be responsible for providing ongoing financial planning services to clients in the West Midlands region.Key Responsibilities:Provide expert advice on wealth management...


  • Wolverhampton, Wolverhampton, United Kingdom Thompson Group Full time

    Job SummaryThompson Group is seeking a highly skilled Threat Protection Expert to join our team. As a key member of our security team, you will be responsible for protecting our clients' assets and ensuring their safety.Key ResponsibilitiesImplement and maintain CCTV and Fire systems to prevent potential threats.Collaborate with our team to develop...


  • Wolverhampton, Wolverhampton, United Kingdom Arbuthnot Latham Full time

    We are seeking a talented individual to join our team at Arbuthnot Latham as an Asset Alliance Group representative. This two-year apprenticeship program offers a unique opportunity to gain hands-on experience in the commercial vehicle, bus, coach, and general asset finance sectors.Key responsibilities include:Building a breadth of experience through...


  • Wolverhampton, Wolverhampton, United Kingdom Austin Fraser Full time

    Are you a skilled Infrastructure Maintenance Expert looking for a new challenge? Austin Fraser is seeking a talented individual to join our team in Wolverhampton as an IT Technician.Job SummaryIn this exciting opportunity, you will provide technical support to staff and students, troubleshooting hardware and software issues, and maintaining ICT systems to...


  • Wolverhampton, Wolverhampton, United Kingdom Arbuthnot Latham Full time

    We are seeking a skilled Fleet Maintenance Support Specialist to join our team. As a key member of our fleet operations department, you will be responsible for assisting Fleet Maintenance Controllers in managing asset breakdowns, contacting customers/suppliers, and monitoring VOR's on the R2C and FBI system. You will work closely with the wider team to...


  • Wolverhampton, Wolverhampton, United Kingdom McCarthy Recruitment Limited Full time £40,000 - £50,000

    Job Title: Site Management ExpertAbout the Role:This is a challenging and rewarding opportunity for an experienced Site Manager to join our team at McCarthy Recruitment Limited. As a key member of our operations team, you will be responsible for overseeing site-based activities, optimizing productivity, and achieving departmental Key Performance Indicators...

  • Asset Payables Expert

    2 weeks ago


    Wolverhampton, Wolverhampton, United Kingdom Arbuthnot Latham & Co., Full time

    As a Commercial Vehicle and Bus Finance Coordinator at Arbuthnot Latham & Co., you will play a crucial role in ensuring timely payment to suppliers and resolving any discrepancies.You will match payable invoices and credit notes to Purchase Orders, obtain signatures, and reconcile supplier statements.This role requires a strong understanding of finance...


  • Wolverhampton, Wolverhampton, United Kingdom Think Recruitment Full time

    About UsWe are Think Recruitment, a leading specialist recruitment agency providing high-quality candidates to the construction, engineering, and property sectors.Job OverviewWe are seeking an experienced Senior Property Manager to join our team. As a key member of our commercial property management team, you will be responsible for managing existing client...

  • Klaviyo Expert

    2 weeks ago


    Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Limited Full time

    Key ResponsibilitiesThis role involves planning and executing email marketing campaigns, ensuring alignment with seasonal promotions and product launches. You will also manage and maintain the integrity of customer data within the CRM, ensuring compliance with GDPR/CCPA and other regulations.The successful candidate will be able to craft compelling copy and...


  • Wolverhampton, Wolverhampton, United Kingdom Michael Page (UK) Full time

    Capital Projects Job DescriptionWe are currently recruiting for a Senior Capital Project Manager to join our team in Wolverhampton, focusing on fire safety improvements and compliance.Main Tasks:Plan, execute, and deliver major capital projects to ensure timely completion and budget adherence.Provide expert guidance on fire safety standards, regulations, and...


  • Wolverhampton, Wolverhampton, United Kingdom Arbuthnot Latham Full time

    Ambitious individuals looking for their first professional role are encouraged to apply for this exciting opportunity with Arbuthnot Latham's Asset Alliance Group. Our two-year apprenticeship program provides a comprehensive learning experience, enabling you to develop essential skills and expertise in the commercial vehicle, bus, coach, and general asset...