Wealth Management Administrator

This 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...

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...

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...

Employee Benefits Administrator Position SummaryOur specialist Employee Benefit Solutions division is seeking an experienced Employee Benefits Administrator to join the team in Birmingham or Glasgow. As an Employee Benefits Administrator, you will play a key role in enabling our Planners to maintain a portfolio of employee benefits clients and ensure that...

About the Role:As a Benefits Consultant Assistant at Recruit Wealth Ltd, you will play a crucial part in our team's efforts to deliver exceptional employee benefits solutions to our clients. Your primary responsibility will be to provide administration support to our employee benefits consultants in managing client accounts, coordinating updates, and...

About the PositionThis Wealth Portfolio Administrator role involves working with a global team to design and build onboarding capabilities, including fault tolerance, availability, operational excellence, and test automation. The successful candidate will have 2+ years of experience in major object-oriented programming languages like Java, Go, C#, etc., and...

Recruit Wealth Ltd is seeking a highly skilled administration assistant to support employee benefits consultants in the day-to-day running of client accounts across group pensions, group risk, group healthcare, and flexible benefits.The ideal candidate will have experience in administering pension schemes, including GPPs/auto enrolment or DB schemes....

Earn up to £40,000 per annum as a Wealth Management Assistant Professional with Ernest Gordon Recruitment Limited. In this role, you will assist financial advisers with a range of tasks, including data entry, submitting applications, drafting reports, conducting research, and client administration.The successful candidate will have experience in pensions,...

Job 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...

About 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...

About 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...

Wealth Management Practice Experience">We are seeking an experienced Training and Compliance Manager who can bring their expertise to our wealth management practice. This individual will be responsible for providing financial regulatory training to all staff members, developing and improving our T&C scheme, and ensuring that our business stays up-to-date...

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...

Jenson 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...

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...

Job 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...

We 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...

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...

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...

Company Overview: Ernest Gordon Recruitment Limited is a leading recruitment agency focused on growth through organic growth as well as yearly acquisitions.Salary: £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsJob Description:Wealth Management OpportunitiesThis role involves providing full financial advisory...