Wealth Planning Support Specialist

Job DescriptionWe are seeking a highly skilled Financial Planning and Wealth Management Specialist to join our team at AFH Wealth Management. As a self-employed or employed adviser, you will be responsible for reviewing and responding to clients' changing needs and financial circumstances.About the RoleThis role offers home-based working with access to...

Support Role for Wealth Management TeamA respected firm based in Worcestershire is seeking an organized and detail-oriented Support Specialist to join their Wealth Management team. In this dynamic role, you will play a crucial part in ensuring the smooth operation of our HNW services.Your primary responsibilities will involve:Providing administrative support...

HWM Assistant Job DescriptionBruin Financial is seeking a highly motivated and experienced Wealth Management Assistant to join our HNW team in Worcestershire. As a key member of our team, you will be responsible for supporting our Wealth Planners with daily tasks, including processing new business for clients, handling client queries, managing diaries, and...

Job Title:Wealth Management AssociateAbout the Role:The successful candidate will work as part of a top 10 Wealth Management firm in the UK, supporting a team of Wealth Planners with administrative tasks. Key responsibilities include processing new business for clients, managing client correspondence and post, and coordinating meeting...

Wealth Management Assistant RoleAt Bruin Financial, we are seeking a skilled Financial Planning Assistant to join our HNW team in Worcestershire. This exciting opportunity is for an individual with previous experience in Wealth Management and a strong understanding of the financial planning process.The ideal candidate will have a proven track record of...

Job OverviewThe role of a Wealth Management Coordinator is to provide administrative support to the Wealth Planners at a leading UK-based firm. This position involves processing new business, handling client queries, and managing diaries.Key responsibilities include:Processing new business opportunitiesResponding to client inquiries and managing...

**Job Description:** The successful candidate will be a key member of our Wealth Management team in Worcestershire.As a Wealth Administration Coordinator, you will provide administrative support to Wealth Planners and assist with tasks such as processing new business, managing diaries, and arranging client meetings.We expect the ideal candidate to have...

Job Title: Wealth Management AdministratorDescription:Bruin Financial invites applications from skilled administrators seeking a challenging role in financial planning. As a key member of our HNW team, you will provide critical support to Wealth Planners by handling client queries, preparing documents, and maintaining accurate records. Your extensive...

**Job Title:** HNW Wealth Management AssociateA leading firm of Wealth Managers in the UK is seeking an experienced HNW Wealth Management Associate to join their team in Worcestershire.The ideal candidate will have previous experience working within a firm of Financial Planners / Wealth Managers and have a full understanding of the end-to-end Financial...

Role Summary:Bruin Financial seeks an HNW Business Support Specialist to provide administrative assistance to its Wealth Planners. This dynamic role requires a proactive individual with previous experience in financial services. Responsibilities will include client correspondence, diary management, and preparing meeting packs. If you have a passion for...

We are looking for an experienced Lawyer - Private Wealth to join our Private Client team in Kidderminster or Worcester offices.The successful candidate will be a technically proficient and commercially aware solicitor with experience in managing complex private client work, including LPAs, wills, estate administration, creation of trusts, and tax planning...

Job SummaryWe are seeking an Independent Financial Advisor - Worcestershire to join our team at AFH Wealth Management. As a leading independent financial advisory firm, we offer a unique opportunity for individuals to build their client base and advance in their career.About the RoleThis role offers home-based working with access to office locations if...

Job OverviewAFH Wealth Management is seeking an experienced financial services professional to join our team as a Client Focused Financial Services Professional. As a leading independent financial advisory firm, we offer a unique opportunity for individuals to build their client base and advance in their career.About the RoleThis role offers home-based...

Wealth Management Assistant OpportunityEstablished in Worcestershire, a top 10 Wealth Management firm is seeking an exceptional Wealth Management Assistant to join their High Net Worth (HNW) team. This role offers a unique chance to work with a talented group of Wealth Planners and contribute to delivering exceptional client experiences.The successful...

About the Role:The successful candidate will work closely with a top 10 Wealth Management firm in the UK, providing administrative support to a team of Wealth Planners.Responsibilities:Process new business for clientsManage client queries and correspondenceArrange meetings and valuationsPrepare application forms and letters of authorityRequirements:The ideal...

Company Overview:Wealth Managers in the UK seek a skilled Financial Planning Coordinator to join their HNW team. Located in Worcestershire, this role offers a rewarding career opportunity for individuals with experience in financial planning and administration.Job Description:The ideal candidate will support Wealth Planners with daily tasks, including...

Financial Planning AssistantBruin Financial is a leading provider of wealth management services, and we are now looking for a highly organized and detail-focused Wealth Management Assistant to join our HNW team in Worcestershire.As a key member of our team, you will be responsible for supporting our Wealth Planners with daily tasks, including processing new...

**About the Role:** As a Financial Planning Assistant Manager at Bruin Financial, you will be responsible for supporting Wealth Planners with administrative work.Your daily responsibilities will include processing new business for clients, being a point of contact for client queries and handling correspondence and post.You will also manage the Wealth...

Are you a driven and ambitious individual looking to take your career to the next level? Do you have a passion for private wealth management and a desire to work with a highly respected law firm?Job OverviewThis is an exciting opportunity to join our thriving private client division as a Senior Associate - Private Wealth Management. As a key member of our...

Job Title: Construction Estimation SpecialistLocation: Harwell, OxfordshireEstimated Salary: £60,000 - £80,000 per annumAbout the Role:We are seeking an experienced Construction Estimation Specialist to join our team at Build Space Group Ltd. The successful candidate will be responsible for providing commercial support to site teams, managing day-to-day...