Wealth Management Advisor
1 month ago
Job Description: Financial Adviser - Birmingham
As 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 market research, and making suitable recommendations to achieve their financial objectives.
The successful candidate will have a Level 4 qualification, CAS, and SPS, with significant experience in the financial services industry. You will possess excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment. Our firm values innovation and teamwork, offering a supportive and collaborative culture that encourages professional growth and development.
Responsibilities:
- Prospect and contact potential clients to develop new business opportunities
- Ensure compliance with regulatory requirements and maintain accurate records of client interactions
- Develop and implement effective strategies to increase fee income and grow the business
- Collaborate with colleagues to share knowledge and best practices, enhancing overall team performance
- Bonus subject to KPIs, Life Assurance, and other benefits
With a competitive salary of £55,000 per annum + Bonus and Benefits, we offer a comprehensive remuneration package that reflects your expertise and value to the organisation. If you are a dedicated and ambitious Financial Adviser seeking a challenging role with opportunities for growth, please consider applying.
-
Wealth Management Advisor
1 week 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...
-
Birmingham Based Wealth Advisor
2 days ago
Birmingham, Birmingham, United Kingdom Sahasraa Solutions Full timeWealth Advisory RoleJoin Sahasraa Solutions as a Financial Advisor based in Birmingham, and take advantage of a comprehensive package including a generous salary of £50,000 - £75,000, holiday pay, phone, laptop, and bonus structure. As a Wealth Advisor, you will provide expert financial planning advice to clients and help grow our business through...
-
Wealth Management Advisor
2 days ago
Birmingham, Birmingham, United Kingdom Blessinginvestment Full timeJob DescriptionThis is an exciting opportunity to join Blessinginvestment as an Investment Advisor. As part of our team, you will be responsible for providing support and assistance to our branch/desk, while also developing your knowledge and skills through ongoing training and education.ResponsibilitiesProviding proactive and independent support to the...
-
Wealth Management Professional
5 days ago
Birmingham, Birmingham, United Kingdom Bank of America Full timeBecome a Wealth Management Professional at Bank of America and take advantage of our comprehensive wealth management and investment products and services. Our team of experienced advisors is dedicated to helping clients pursue their financial goals and achieve success.About the JobThis role involves partnering with Financial Advisor teams to build their...
-
Senior Advisor for Wealth Management
2 weeks ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeOpportunity DescriptionRegional Recruitment Services is seeking a senior advisor for wealth management to join our team in the UK. This is a full-time, permanent position offering career growth and development opportunities.The ideal candidate will bring:Significant experience in financial advisingExceptional service and regulatory knowledgeThe ability to...
-
Senior Wealth Manager
4 days ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timeJob OverviewWe are seeking an experienced Senior Wealth Manager to join our team at Pinstripe Personnel. As a Financial Advisor, you will be responsible for providing expert financial planning and advice to clients across the UK.
-
Wealth Management Assistant
2 weeks ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time**About the Role:**We are recruiting for a Paraplanner to join our growing wealth management business in Birmingham. As a Paraplanner, you will play a crucial role in supporting our financial advisors and helping them deliver exceptional results for our clients.**Key Responsibilities:**Providing paraplanning support for advisorsReport writing, conducting...
-
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...
-
Wealth Management Training Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeJob OverviewThe role of a Training and Compliance Manager is crucial in the wealth management industry. We are seeking an experienced professional to provide training and ensure competency from new starters through to financial advisors on up-to-date regulations and compliance standards.In this position, you will own, manage, and deliver the training while...
-
Office Administrator
2 weeks ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeThis is an exciting opportunity to work as an Office Administrator (Wealth Management) in a growing financial advisory business. You will gain huge insight into what it means to be an administrator in the wealth management sector over your 12-month Fixed Term Contract. For the right candidate, there may be the potential for it to grow into a permanent...
-
Team Lead
2 weeks ago
Birmingham, Birmingham, United Kingdom Goldman Sachs Bank AG Full timeJob Title: Team Lead - Wealth ManagementAbout the RoleWealth Management at Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients.This role is based in our...
-
Wealth Management Consultant
3 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...
-
Wealth Management Advisor Position
2 days ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeOkailgroup invites applications for the Investment Advisors role, offering a dynamic and challenging environment for career growth and development.This position involves providing support and assistance to the branch/desk, with duties and responsibilities evolving over time. You are expected to adapt to these changes and utilize your learning to deliver...
-
Wealth Management Support Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeWealth Management Support Professional Salary: £30,000 - £40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study SupportJob DescriptionThis is an exciting opportunity to join a growing wealth management business as a Support Professional. You will work closely with our financial advisers, providing administrative...
-
Financial Planning Specialist
2 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...
-
Wealth Management Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full timeJob OverviewWe are Ernest Gordon Recruitment, a leading recruitment agency specialising in Financial Services. We are currently looking for a highly skilled Financial Advisor to join our team as a Portfolio Development Specialist.As a key member of our team, you will be responsible for managing client relationships, developing investment strategies, and...
-
Wealth Management Compliance Lead
2 days ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeAbout the PositionThis is an excellent opportunity to join a successful wealth management business as a Training and Compliance Manager. The successful candidate will be responsible for providing financial regulatory training to all staff, developing and improving a clear, comprehensive T&C scheme personalised for the business, and keeping the business up to...
-
Wealth Management Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full time £50,000 - £60,000Role OverviewThe company is seeking a skilled Financial Advisor to manage a portfolio of high-net-worth clients. As a Financial Advisor, you will provide tailored financial advice and financial plans aligned to your clients' needs. The ideal candidate will have experience working with a portfolio of high-net-worth clients, providing in-depth tailored...
-
Regulatory Support Specialist
2 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...
-
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...