Wealth Management Assistant
3 days ago
A leading Wealth Management firm is seeking a highly organized and motivated Wealth Management Assistant to support its financial advisory team. As a key member of the team, you will play a vital role in delivering exceptional client service and contributing to the overall success of the business.
The successful candidate will have excellent communication and administrative skills, with the ability to work effectively in a fast-paced environment. Experience with salesforce.com and a basic understanding of financial products would be beneficial.
This is an exciting opportunity for someone looking to start their career in the financial services industry.
Key Responsibilities:
- Supporting the financial advisory team with client meetings and correspondence
- Preparing and distributing client reports and statements
- Managing and maintaining accurate records and data
- Providing exceptional client service and building strong relationships
- Staying up-to-date with regulatory requirements and company policies
The salary for this position is £25-£30 per hour depending on experience.
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Wealth Management Team Administrator
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeWealth Management Team AdministratorA reputable financial services company is seeking an experienced Wealth Management Team Administrator to join its team. Based in the West Midlands area, this office-based role offers a competitive salary of £24,500 - £29,000 per annum, plus benefits including Performance Related Bonus, Pension, Private Healthcare,...
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Wealth Management Expert
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Azets Full timeAs a skilled Financial Planning Advisor, you will play a crucial role in helping our clients achieve their long-term financial goals. Our Wealth Management team is growing rapidly across the UK, and we're seeking an experienced professional to join our team in this exciting role.This role offers a unique opportunity to work collaboratively with our...
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Wealth Management Associate
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title:Wealth Management Associate Location:Wolverhampton Job Type:Full-time Industry:Financial Services Company:Artemis Recruitment Consultants Ltd Description:Are you a driven and detail-oriented individual looking for a challenging role in paraplanning? We are seeking an experienced Paraplanner to join our Wealth Management Practice, providing...
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Wealth Management Coordinator
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeRole OverviewWe are seeking an experienced Administrator to support our Advisors with business tasks and client meetings in the Telford/Wolverhampton area. This office-based role requires a proven track record in Wealth Management.Key ResponsibilitiesMaking appointments for clientsPreparing client meeting packs and other documentsHandling client calls,...
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Wealth Management Associate
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeA dynamic financial services company is looking for a talented WEALTH MANAGEMENT ASSOCIATE to join their team. This office-based role, located in the Shropshire/Staffordshire/West Midlands border area, will provide an exciting opportunity for career advancement and professional growth.Your key responsibilities will include:Maintaining strong client...
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Wealth Management Paraplanning Opportunity
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeAbout This JobWe are seeking a skilled Paraplanner to join our team on a hybrid basis, working from our offices in the West Midlands three days a week. As a seasoned professional in Wealth Management, you will be responsible for inputting documentation onto Salesforce, researching financial products, and ensuring compliance with regulatory standards.Key...
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Client Relationship Manager Assistant
3 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeClient Relationship Manager AssistantAn established financial services business is looking to recruit a Client Relationship Manager Assistant due to growth. This office-based role is located in the Telford / Wolverhampton area, West Midlands, and offers a competitive salary of £23,500 - £27,500 per annum, plus benefits including Performance Related Bonus,...
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Business Operations Assistant
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob SummaryWe are looking for an Administrator with Wealth Management experience to join our team in Telford/Wolverhampton. As a Client Services Administrator, you will play a key role in supporting our Advisors with business tasks and client meetings, ensuring the delivery of excellent customer service.ResponsibilitiesSupporting Advisors with client...
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Financial Services Assistant
1 week ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob Title: ParaplannerA well-established financial services business in the West Midlands area is seeking a skilled Paraplanner to join its team due to growth. This role offers a hybrid work arrangement with 3 days per week in the office.The successful candidate will provide valuable support to Advisors and Directors by assisting with financial planning...
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Wealth Management Professional
5 days ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full timeJob Title: Financial PlannerOverview: Premier Jobs UK is working with a reputable and independent financial advice group that has experienced significant growth since its inception. With a strong track record of delivering excellent results, the company is well-positioned to continue expanding its services.Salary and Benefits: This exciting opportunity comes...
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Wealth Management Professional
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeJob SummaryWe are seeking a skilled and experienced Financial Services Specialist to join our team in Wolverhampton, Bridgnorth, or Birmingham.This is an exciting opportunity to inherit a substantial client bank and take ownership of their financial planning needs.In return, we offer a highly competitive salary, comprehensive benefits package, and a...
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Hospitality Assistant
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom TLG Management Full timeAbout the JobLearn new skills to enhance your career with TLG Management. We're looking for reliable and motivated candidates who speak fluent English. Don't worry if you don't have experience, we value heart, character and personality over qualifications and skills.Bar work can be tough, but it's also great fun and very rewarding. We focus on the person you...
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Logistics Coordinator
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom TLG Management Full timeJob OverviewWe are seeking a skilled and reliable Logistics Coordinator to join our team at TLG Management. This role involves transporting goods to various locations and ensuring timely and accurate deliveries.ResponsibilitiesTransportation: Safely operate company vehicles, including trucks and vans, to transport goods to designated locations.Route...
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Paraplanner for Hybrid Role
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob DescriptionA Paraplanner is required for a hybrid role with 3 days in-office work in the West Midlands. The successful candidate will have experience in Wealth Management and hold a Diploma in Paraplanning qualification (DipPP) or equivalent.Main Responsibilities:Inputting documentation onto SalesforceResearching and analysing financial productsProducing...
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Logistics Coordinator
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom TLG Management Full timeJob SummaryThe Logistics Coordinator will be responsible for safely transporting goods to various locations and efficiently unloading products at delivery points. Key Responsibilities include Driving Duties, Unloading Duties, and Customer Service.Key ResponsibilitiesDriving Duties:Safely operate company vehicles, including trucks and vans, to transport goods...
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Independent Financial Consultant
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleWe are looking for a seasoned Wealth Management Professional to join our team in Wolverhampton, Bridgnorth, or Birmingham.This is a unique opportunity to leverage your expertise and experience in financial planning to drive business growth and deliver exceptional client service.As a Wealth Management Professional, you will inherit a substantial...
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Assistant Store Manager
2 months ago
Wolverhampton, Wolverhampton, United Kingdom McCarthy Recruitment Full timeAssistant Store Manager OpportunityThis is a fantastic chance to join a leading brand as an Assistant Store Manager. If you want to thrive in a fast-paced retail environment, receive unlimited progression, and help build a team that is synonymous with success, this could be the one for you.As an Assistant Store Manager, you will be responsible for managing...
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Stockroom Assistant Manager
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Compton Care, Ltd. Full timeAbout Us: Compton Care, Ltd. is a leading healthcare provider dedicated to delivering exceptional patient care. We are committed to creating a positive and supportive work environment for our staff.Job Summary: As a Stockroom Assistant Manager, you will play a critical role in ensuring the efficient processing and distribution of stock items. Your duties...
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Hybrid Pension Administration Professional
2 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob BriefA Paraplanner position has become available within our organisation, offering a unique opportunity to work in a hybrid environment, splitting time between office work and remote tasks. The ideal candidate will possess relevant Wealth Management experience, strong analytical skills, and excellent communication abilities.Responsibilities:Manage...
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Cleaner Assistant Manager
1 week ago
Wolverhampton, Wolverhampton, United Kingdom McDonald's Full time**Job Overview:**As a key member of our team, the Cleaner Assistant Manager will be responsible for ensuring the cleanliness and organization of our store.This role requires a high level of physical fitness and attention to detail, as well as excellent communication skills to work effectively with colleagues and management.Key Responsibilities:Oversee daily...