Wealth Management Specialist
1 week ago
- Oversee the T&C function to ensure adherence to internal policies and FCA regulations
- Develop and implement training programs for new and existing team members
- Ensure high-quality compliant financial advice is provided at all times
- Maintain accurate records and produce MI for senior management
- Provide expert advice on T&C matters, including file checks and Consumer Duty
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Compliance Support Specialist
2 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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Wealth Management Specialist
3 weeks 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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Financial Planning Specialist
3 days 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 Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob Description:We are seeking a Wealth Management Specialist to join our team at Okailgroup. As a Wealth Management Specialist, you will be responsible for providing support and assistance to our branch/desk, adapting to changing responsibilities and using them as opportunities for learning and professional growth.The ideal candidate will possess a...
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Regulatory Support Specialist
3 days 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 Specialist
2 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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Executive Wealth Management Specialist
3 days ago
Birmingham, Birmingham, United Kingdom WeAreTechWomen Full timeWe Are Tech Women is seeking an Executive Wealth Management Specialist to join our team. As an Executive Wealth Management Specialist, you will work closely with high net worth clients to provide personalized wealth management services.You will have the opportunity to work on complex financial planning and investment strategies, and build strong...
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Wealth Management Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeWe are seeking a skilled Wealth Management Specialist to join our team in Birmingham! As a Financial Advisor, you will have the chance to work from home with quality leads and existing clients, while being part of a renowned IFA firm.Your key responsibilities will involve providing expert financial advice to clients, building and maintaining strong...
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Wealth Planning Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full timeWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at Bruin Financial in Birmingham. As a key member of our wealth planning department, you will be responsible for providing high-quality support to our Wealth Planners.Your duties will include:Conducting thorough research on a range of financial planning products and...
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Wealth Management Specialist
1 week ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeWe are seeking a highly skilled Wealth Management Specialist to join our team at Premier Jobs UK Limited.The estimated salary for this position is around £50,000 - £65,000 per annum.Job Summary:You will be responsible for ensuring the business adheres to company policies and regulatory requirements.Responsibilities:Develop and implement policies and...
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Wealth Management Support Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full timeStudy Support Specialist - Wealth Management£30,000 to £40,000 per annum + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study SupportAbout the PositionThis role involves providing critical support to our financial advisors, with a focus on delivering exceptional results.You will work closely with our team to ensure seamless execution of...
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Experienced Wealth Management Specialist
5 days ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAre you a highly motivated and proactive individual seeking a new challenge in financial services? Regional Recruitment Services is currently recruiting for an Experienced Wealth Management Specialist to join our team in the UK.About the RoleThis full-time, permanent position offers a competitive salary, ranging from £55,000 to £75,000 per annum, depending...
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Wealth Management Consultant
2 weeks ago
Birmingham, Birmingham, United Kingdom WeAreTechWomen Full timeWe Are Tech Women is seeking a highly skilled Wealth Management Consultant to join our Wealth Management division. As a specialist in wealth management, you will be responsible for providing expert advice and guidance to clients.About the RoleThe ideal candidate will have a proven track record of delivering exceptional results in a customer-facing...
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Financial Planning Specialist
4 weeks 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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AML Compliance Coordinator
3 days 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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Wealth Management Professional
2 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 Consultant
4 weeks ago
Birmingham, Birmingham, United Kingdom Greatmans Consulting Ltd Full timeJob 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...
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Pension Fund Manager
7 days 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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Wealth Management Specialist
2 days ago
Birmingham, Birmingham, United Kingdom Ellis James Partners Full timeEarn up to £60k+ per annum as a Wealth Manager with Ellis James Partners!Join our dynamic team and take advantage of this fantastic opportunity to build a successful career in wealth management.As a key member of our team, you will be responsible for delivering exceptional customer service to our high-net-worth clients, providing expert advice on financial...
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AML Compliance Officer
2 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...