Wealth Management Trainee
3 weeks ago
This apprenticeship provides an excellent opportunity to gain hands-on experience in the wealth management industry while studying for a Level 3 Financial Services Administrator qualification. As an apprentice, you will work alongside experienced professionals and receive regular training and support to develop your skills and knowledge.
You will assist with various tasks, including phone calls, data entry, and document production. You will also participate in training sessions and workshops to enhance your understanding of the financial services sector.
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Wealth Management Researcher
5 days ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeCompany Overview">We are AFH Wealth Management, one of the UK's leading independent financial advisory firms. With over 30 years of experience and more than 200 accredited advisers nationwide, we pride ourselves on providing exceptional wealth management services to our clients.">Job Summary">We are seeking a talented Paraplanner to join our team. As a key...
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Trainee Wealth Manager
4 weeks 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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Investment Researcher
1 month 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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Pension Administration Professional
1 month 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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Career Advancement in Wealth Management
3 weeks ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeUnlock Your Potential as a Trainee Financial AdviserRecruit UK is excited to partner with a well-established national IFA company in Birmingham to find a talented Trainee Financial Adviser to join their team. This is a fantastic opportunity for someone looking to launch their career in financial services and progress into a rewarding and challenging role.The...
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Regulatory Support Specialist
4 days ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full time**Job Summary**We are seeking a Regulatory Support Specialist to join our team at AFH Wealth Management.This is a full-time permanent opportunity with a competitive salary of £38,000 - £48,000 per annum and a range of benefits.As a Regulatory Support Specialist, you will be responsible for:Supporting the effective delivery and ongoing monitoring of...
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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 Advisor
3 weeks ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description: Wealth Management AdvisorA fantastic chance to launch your career as a trainee financial adviser in a reputable national IFA company with offices in Birmingham.About UsWe are specialists in financial services recruitment, offering unique expertise and connections. We have an extensive network across the financial world, helping individuals...
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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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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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Financial Adviser Trainee
3 weeks ago
Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewA career-defining opportunity for a Trainee Financial Adviser to join a leading UK wealth management and private client financial advice firm is now available at Recruit UK | Certified B Corp™.This role offers the chance to progress your career as a trainee financial adviser, working with a dedicated team of Paraplanners, Compliance and...
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Pension Fund Manager
2 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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Compliance Support Specialist
3 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
3 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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AML Compliance Officer
5 days ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full time**About the Role**We are seeking an experienced AML Compliance Officer to join our team at AFH Wealth Management.This is a full-time permanent opportunity with a competitive salary of £35,000 - £45,000 per annum and a range of benefits.As an AML Compliance Officer, you will be responsible for:Assisting with regulated recruitment processes, including...
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Wealth Management Consultant
5 days ago
Birmingham, Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Overview:We are seeking a skilled Wealth Management Consultant to join our team in Birmingham. The successful candidate will have expertise in wealth management and a strong understanding of client needs.Key Accountabilities:Provide expert advice on wealth management strategies and solutions.Develop and maintain relationships with high-net-worth...
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Wealth Management Professional
4 weeks 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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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 Professional
5 days ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeWealth Management OpportunityBirmingham (Hybrid)£52,000 - £62,000 per annum + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsWe are seeking an experienced Financial Advisor to join our team in Birmingham. As a Wealth Management Professional, you will be responsible for providing financial advice and planning services to high-net-worth...
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Wealth Management Expert
3 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeAs a Wealth Management Expert at Premier Jobs UK Limited, you will be responsible for providing expert guidance on wealth management best practices to our clients.This role involves developing and delivering training programs, creating educational content, and advising on investment strategies.Key skills and qualifications required for this role...