Wealth Management Associate
1 week ago
Job Overview:
We are seeking a highly skilled and motivated Wealth Management Associate to join our NJR Recruitment Careers team. As a key member of our advisory team, you will be responsible for providing technical support to our advisors and directors in the field of financial planning.
Key Responsibilities:
- Support advisors in providing expert advice on complex financial matters.
- Conduct thorough research and analysis to identify suitable financial solutions.
- Develop and maintain strong relationships with clients and stakeholders.
- Continuously update knowledge and skills to stay current with industry developments.
Requirements:
- Strong knowledge of financial planning principles and practices.
- Excellent analytical and problem-solving skills, with the ability to interpret complex data.
- Effective communication and interpersonal skills, with the ability to work closely with advisors and clients.
- Ability to manage multiple tasks and priorities in a fast-paced environment.
Estimated Salary: £58,000 - £68,000 per annum, depending on experience.
-
Wealth Management Associate
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title:Wealth Management Associate Location:Wolverhampton Job Type:Full-time Industry:Financial Services Company:Artemis Recruitment Consultants Ltd Description:Are you a driven and detail-oriented individual looking for a challenging role in paraplanning? We are seeking an experienced Paraplanner to join our Wealth Management Practice, providing...
-
Wealth Management Associate
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeA dynamic financial services company is looking for a talented WEALTH MANAGEMENT ASSOCIATE to join their team. This office-based role, located in the Shropshire/Staffordshire/West Midlands border area, will provide an exciting opportunity for career advancement and professional growth.Your key responsibilities will include:Maintaining strong client...
-
Wealth Management Consultant
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Azets Full timeJob Title: Wealth Management ConsultantWe are looking for a skilled and experienced Wealth Management Consultant to join our team. As a key member of our Wealth Management team, you will play a vital role in delivering exceptional financial planning services to our clients.This is an exciting opportunity for someone who wants to take their career to the next...
-
Wealth Management Specialist
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeAre you a motivated and experienced Financial Adviser looking for a new challenge? We have an exciting opportunity for a skilled professional to join our team as a Wealth Management Specialist.As a Wealth Management Specialist, you will be responsible for managing a portfolio of clients, providing them with expert financial advice and guidance to help them...
-
Wealth Management Expert
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeThis 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...
-
Wealth Management Team Administrator
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeWealth Management Team AdministratorA reputable financial services company is seeking an experienced Wealth Management Team Administrator to join its team. Based in the West Midlands area, this office-based role offers a competitive salary of £24,500 - £29,000 per annum, plus benefits including Performance Related Bonus, Pension, Private Healthcare,...
-
Wealth Management Assistant
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeA leading Wealth Management firm is seeking a highly organized and motivated Wealth Management Assistant to support its financial advisory team. As a key member of the team, you will play a vital role in delivering exceptional client service and contributing to the overall success of the business.The successful candidate will have excellent communication and...
-
Wealth Management Specialist
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Azets Group Full timeJob DescriptionThis is an exciting opportunity to join our growing Wealth Management team in key UK locations. As a Financial Advisor, you will be responsible for operating within Financial Conduct Authority rules and regulations, identifying and establishing contact with potential clients, and working collaboratively with the supporting team.
-
Wealth Management Expert
4 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Azets Full timeAs a skilled Financial Planning Advisor, you will play a crucial role in helping our clients achieve their long-term financial goals. Our Wealth Management team is growing rapidly across the UK, and we're seeking an experienced professional to join our team in this exciting role.This role offers a unique opportunity to work collaboratively with our...
-
Wealth Management Specialist
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Azets Full timeRole Overview:We are seeking a skilled Wealth Management Specialist to join our team in the UK. As a key member of our Wealth Management team, you will be responsible for providing expert financial advice and planning services to our clients. The successful candidate will have a strong understanding of UK financial regulations and tax laws, as well as...
-
Wealth Management Coordinator
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeRole OverviewWe are seeking an experienced Administrator to support our Advisors with business tasks and client meetings in the Telford/Wolverhampton area. This office-based role requires a proven track record in Wealth Management.Key ResponsibilitiesMaking appointments for clientsPreparing client meeting packs and other documentsHandling client calls,...
-
Wealth Management Professional
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob OverviewA leading financial services firm in the UK is looking for a skilled Paraplanner to support its team. This role offers a great opportunity for a professional to develop their skills in financial planning and wealth management.The ideal candidate will have experience in providing administrative support to Advisors and Directors, including...
-
Wealth Management Specialist
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob Overview:Premier Jobs UK Limited is seeking a skilled Financial Advisor to join their team in Wolverhampton, Bridgnorth, and Birmingham.The successful candidate will inherit a client bank and take over ongoing financial planning services, providing exceptional service to maintain relationships and seeking new business opportunities.About the Job:This...
-
Wealth Management Consultant
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeWe are looking for a skilled Wealth Management Consultant to manage a portfolio of clients in the Wolverhampton, Bridgnorth, and Birmingham areas. As a Financial Adviser, you will be responsible for providing expert financial planning and advisory services to meet the complex needs of your clients.The ideal candidate will have a minimum of 2 years'...
-
Wealth Management Paraplanning Opportunity
1 month ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeAbout This JobWe are seeking a skilled Paraplanner to join our team on a hybrid basis, working from our offices in the West Midlands three days a week. As a seasoned professional in Wealth Management, you will be responsible for inputting documentation onto Salesforce, researching financial products, and ensuring compliance with regulatory standards.Key...
-
Warehouse Delivery Associate
6 days ago
Wolverhampton, Wolverhampton, United Kingdom TLG Management Full timeJob Description:The Logistics Coordinator will be responsible for the safe transportation of goods to various locations and the efficient unloading of products at delivery points. This is a key role within our logistics team and requires strong attention to detail, excellent communication skills, and the ability to work effectively in a fast-paced...
-
Wealth Management Consultant
2 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are seeking an experienced Financial Adviser to join our team in providing exceptional financial planning services to clients in the West Midlands area.As a Financial Adviser, you will be responsible for managing a client portfolio, providing tailored advice on investments and pensions, and building strong relationships with existing...
-
Wealth Management Professional
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited is seeking an experienced Financial Adviser to join their team as a Client Service Manager.The successful candidate will have the opportunity to inherit a client bank and take over ongoing financial planning servicing in Wolverhampton, Bridgnorth, and Birmingham.Key responsibilities include providing excellent service to maintain...
-
Wealth Management Consultant
6 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeFinancial Planning Job: Premier Jobs UK Limited is recruiting for a Financial Adviser to cover Birmingham, Wolverhampton, and Bridgnorth areas. As a Senior Financial Planning Manager, you will take over the ongoing financial planning servicing and inherit a client bank.Your Key Responsibilities: You will be responsible for maintaining relationships with...
-
Wealth Management Advisor
1 day ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob Description: Senior Financial AdviserWe are seeking an experienced Financial Adviser to join our team and take over the management of a client bank in Wolverhampton, Bridgnorth, and Birmingham.Your key responsibilities will include providing top-notch service to clients, maintaining strong relationships, and identifying new business opportunities.The...