Wealth Management Analyst
4 weeks ago
As a Wealth Management Analyst at Quilter plc, you will be responsible for helping to establish, maintain, and improve our Financial Planning proposition. This involves working closely with the Proposition and Marketing department to develop and implement new ideas and solutions, as well as providing exceptional customer service to our clients.
Key responsibilities include:
• Developing and implementing new propositions and services
• Collaborating with other teams to deliver high-quality results
• Providing exceptional customer service to our clients
This is an exciting opportunity for an experienced professional to join our team and contribute to the success of our business. Estimated salary: £50,000 - £70,000 per annum, depending on experience.
-
Wealth Management Researcher
7 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...
-
Wealth Management Analyst
7 days ago
Birmingham, Birmingham, United Kingdom Quilter plc Full timeAbout the RoleWe are looking for a highly organized and analytical Wealth Management Analyst to join our team.The successful candidate will be responsible for supporting the maintenance of a standalone proposition including an offering across investment and pensions, mortgages and protection, and other complex needs and requirements.This role requires...
-
Regulatory Support Specialist
7 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...
-
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...
-
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...
-
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...
-
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...
-
Independent Wealth Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom Austin Fraser Full timeJob Title:Financial Services ConsultantAbout the PositionThis is an exciting opportunity for a skilled Independent Wealth Manager to join our team. As a key member of our advisory team, you will be responsible for providing expert investment advice to clients, ensuring they achieve their financial goals while maintaining regulatory compliance.Main...
-
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...
-
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...
-
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...
-
AML Compliance Officer
1 week 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...
-
Wealth Management Consultant
7 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...
-
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...
-
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...
-
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...
-
Wealth Management Professional
1 week 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...
-
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...
-
Wealth Management Specialist
4 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...
-
Wealth Management Consultant
4 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...