Wealth Management Support Role

About 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...

Job Opportunity:A Wealth Management Consultant role has become available at Greatmans Consulting Ltd, a truly independent Chartered Financial Planning firm. As an HNW Financial Specialist, you will have the opportunity to develop a book of high net worth clients from leads provided and your own network.About the Role:This is a fantastic opportunity for a...

Wealth Management Lawyer Job SummaryThis exciting opportunity has arisen for a skilled Wealth Management Lawyer to join our dynamic team in Birmingham. The successful candidate will be responsible for advising on complex financial matters and working closely with senior management.Main ResponsibilitiesAdvising on the current regulatory regime in the EU and...

Overview: 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...

About 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...

    Job Title: Financial Adviser    Industry: Wealth Management    Location: Birmingham    Salary: up to £60,000 (salaries negotiable dependent on experience and skill-set)    Job Description:    Are you an experienced financial adviser looking for a new challenge? We are seeking a qualified Financial Adviser to join our...

Job Title: Data Systems ArchitectCompany: Succession WealthJob Type: ContractLocation: Remote/Hybrid UK officesContract Duration: 6 months with potential extensionDay rate: £450 - £500 (DOE)About the Role:Succession Wealth, a leading Financial Advisory firm, is seeking a Data Systems Architect to support the CTO in ensuring the best fit architectural...

Job OpportunityA leading Employee-Owned Chartered Financial Planning firm seeks a talented Senior Wealth Management Advisor to join their dynamic team. Located in Birmingham, this role offers a competitive salary of £110,000 and benefits package including equity, 7% matched pension, PHI, PMI, 25 days' holiday plus bank holidays, and the option to purchase...

We are seeking an experienced Senior Paraplanning Manager to lead our Paraplanning teams at Succession Wealth, a leading UK Financial Advisory firm. About the RoleThis newly created role will oversee all aspects of Paraplanning across the company, driving excellent outcomes for our clients and contributing to the overall success of our business.Job...

Job SummaryWe are Succession Wealth, a leading independent financial planning and wealth management business in the UK and part of the Aviva Group.About the RoleThis exciting opportunity has arisen for an organised and competent Administrator to join our Client Delivery team. In this fast-paced role, you will work as part of a highly effective administration...

Unlock Your Earning Potential as a Senior Wealth ManagerGreatmans Consulting Ltd, a truly independent Chartered Financial Planning firm, invites applications for a challenging role as a Senior Wealth Manager in our Birmingham office. About the Role:This is an exciting opportunity to develop a book of High Net Worth (HNW) clients and grow your professional...

About Goldman SachsGoldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base. Founded in 1869, the firm is headquartered in New York and maintains offices around the world.About This RoleWe are seeking a qualified Senior Private...

Company Overview:Goldman Sachs is a leading global investment banking, securities and investment management firm. Founded in 1869, we empower our clients to reach their financial goals through innovative solutions and expertise.About the Role:We are seeking a Strategic Wealth Management Specialist to join our Asset & Wealth Management division. In this role,...

Job Overview:Blessinginvestment is seeking a highly motivated and experienced Investment Advisor to join their team.The successful candidate will provide support and assistance to the branch/desk, with a focus on adapting to changing responsibilities and using them as opportunities for learning and professional growth.Estimated Salary: $32,000 per...

About the RoleWe are seeking a highly skilled Data and Systems Architect to join our team at Succession Wealth, a leading Financial Advisory firm.As a key member of our IT department, you will play a crucial role in designing and implementing an enterprise-wide data architecture that aligns with our business needs and objectives.This 6-month contract...

Job DescriptionRole Overview:Succession Wealth, a leading Financial Advisory firm, is seeking a highly skilled Data and Systems Architect to join our team. As a key member of our IT department, you will play a crucial role in designing and implementing an enterprise-wide data architecture that aligns with our business needs and objectives.About the Role:This...

Job Description: Financial Adviser - BirminghamAs a Wealth Management Advisor at CleverHR, you will play a critical role in delivering exceptional service to our clients, providing tailored financial solutions that meet their unique needs. With a focus on building long-term relationships, you will be responsible for analysing client information, conducting...

Job SummaryAs a Technical Systems Specialist at Succession Wealth, you will be responsible for designing and implementing an enterprise-wide data architecture that aligns with our business needs and objectives.This 6-month contract position, with potential for extension, offers a competitive day rate of £450 - £500 (depending on experience).You will work...

Job OverviewWe are seeking a highly motivated Asset and Wealth Management Auditor to join our Internal Audit team at Goldman Sachs. As an auditor, you will be responsible for conducting audits to ensure the effectiveness of business controls and compliance with regulatory requirements.About the Role:Conduct audits of business areas, products, and supporting...

Role SummaryA 12-month fixed term contract presents an exciting opportunity to contribute to a renowned wealth planning firm. As a Paraplanner at Successionwealth, you will play a vital role in assisting Wealth Planners maintain and develop high net worth client portfolios.About the JobYou will be responsible for undertaking detailed research and analysis to...