Wealth Management Professional
3 weeks ago
Become a Wealth Management Professional at Bank of America and take advantage of our comprehensive wealth management and investment products and services. Our team of experienced advisors is dedicated to helping clients pursue their financial goals and achieve success.
About the JobThis role involves partnering with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth. You will also prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds.
To be successful in this role, you will need to have strong computer skills and the ability to multitask in a demanding environment. A Bachelor's degree, preferably in business-related field, is also required.
The estimated salary for this role is $90,000 - $140,000 per year, depending on location and experience.
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Regulatory Support Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeAbout AFH Wealth Management:As a leading independent financial advisory and wealth management firm, we offer a unique opportunity to grow your career in a dynamic and supportive environment.Our Compliance Administrator role plays a crucial part in ensuring that we maintain our high standards of regulatory compliance.Responsibilities include:Coordinating the...
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Wealth Management Support Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeWealth Management Support Professional Salary: £30,000 - £40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study SupportJob DescriptionThis is an exciting opportunity to join a growing wealth management business as a Support Professional. You will work closely with our financial advisers, providing administrative...
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AML Compliance Coordinator
2 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeDiscover a rewarding opportunity at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.We are seeking an experienced Compliance Administrator to join our team. This is a full-time permanent position with a competitive salary of £25,000 - £35,000 per annum.The successful candidate will be responsible...
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Pension Fund Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeParaplanner RoleWe are proud to be one of the UK's leading independent financial advisory and wealth management firms.This is a full-time, permanent opportunity with hybrid working and a competitive salary and range of benefits.Main Responsibilities:Analyzing and delivering comprehensive financial research on products and investments using company-approved...
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Financial Planning Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeCompany Overview">AFH Wealth Management is a leading independent financial advisory and wealth management firm with over 30 years of experience. We pride ourselves on our commitment to helping individuals achieve their financial goals through comprehensive research, analysis, and expert advice.With more than 200 accredited advisers nationwide, we offer a...
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Wealth Management Support Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full timeJob Description: We are seeking a highly skilled Support Professional to join our Wealth Management team in Birmingham. In this role, you will provide expert support to Wealth Planners, assisting them in delivering exceptional financial advice to clients. Your responsibilities will include conducting research on various financial products and services,...
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Wealth Management Support Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full timeJob OverviewBruin Financial is recruiting a Diploma Qualified Paraplanner to join our team in Birmingham.This is an exciting opportunity for a qualified professional to contribute to our wealth management team.The successful candidate will be responsible for:Providing support to Wealth Planners in preparing suitability reports and letters.Researching various...
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Wealth Management Assistant Professional
4 weeks 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 Wealth Management Professional
4 weeks 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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Wealth Management Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeWe are seeking a talented High Net Worth Portfolio Manager to join our CV-Library team. In this role, you will be responsible for managing a portfolio of high-net-worth clients, providing tailored financial advice and guidance to help them achieve their financial goals.The ideal candidate will have extensive experience in financial planning and wealth...
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Wealth Management Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full time**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...
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Wealth Management Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeFinancial Adviser OpportunityWe are looking for a talented and experienced Financial Adviser to join our advisory team in the UK. This full-time, permanent position is ideal for seasoned financial advisers ready to contribute to a high-standard advisory service, supporting both clients and internal teams through excellent service and regulated financial...
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Wealth Management Professional
3 weeks ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeRole OverviewWe are looking for an experienced Financial Adviser to join our wealth management team in Birmingham.This role involves working closely with clients to understand their financial needs and providing expert advice on investments, pensions, and other financial products.The ideal candidate will have excellent communication and interpersonal skills,...
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Compliance Support Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeAbout the Opportunity">We are looking for an experienced Compliance Support Specialist to join our team at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. This is a full-time permanent opportunity.As a Compliance Support Specialist, you will provide critical support to our compliance team, assisting...
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AML Compliance Officer
4 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeAbout the Role">We are seeking a highly skilled AML Compliance Officer to join our team at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. This is a full-time permanent opportunity.As an AML Compliance Officer, you will be responsible for assisting with the regulated recruitment process, including...
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Internal Audit Professional, Wealth Management
4 weeks ago
Birmingham, Birmingham, United Kingdom Goldman Sachs, Inc. Full timeAbout the RoleWe're seeking a highly motivated Internal Audit Professional to join our Wealth Management team in Birmingham. As an Internal Audit Professional, you will play a key role in assessing the firm's overall control environment and ensuring that our operations are in compliance with regulatory requirements.
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Financial Planning Specialist
1 month ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeOverview: 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...
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Wealth Management Specialist
1 month ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob 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...
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Wealth Management Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timePinstripe Personnel, a leading Wealth Planning firm, is currently seeking a highly skilled Wealth Management Specialist to join their team.This is a unique opportunity to work with a forward-thinking company that prioritizes innovation and customer satisfaction.We are looking for a results-driven and ambitious individual who is passionate about delivering...
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Wealth Management Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionIn this role, you will oversee the T&C function for our client's wealth management firm. Your primary responsibilities will include:* Developing and implementing effective T&C policies and procedures* Providing ongoing training and development to ensure team members have the necessary skills and knowledge to perform their duties effectivelyYou...