Wealth Management Associate
4 days ago
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 high-quality support to advisor teams and delivering bespoke financial advice to individuals and businesses across the UK. The successful candidate will be responsible for responding to advisor queries, researching and analyzing financial products, producing accurate IHT calculations and cash flow models, and ensuring end-to-end compliance.
Responsibilities:
• Provide support to advisor teams, responding to queries and inputting CFR documentation onto Salesforce
• Conduct thorough research and analysis of financial products to meet client requirements
• Develop and maintain accurate IHT calculations and cash flow models, ensuring end-to-end compliance
• Build and maintain strong relationships with clients, keeping them informed throughout the process
• Collaborate with the administration team to ensure business processing meets regulatory standards
• Stay current with product and regulatory changes, applying this knowledge to deliver exceptional client service
Requirements:
The ideal candidate will possess excellent communication and interpersonal skills, a high standard of personal organizational skills, and experience in writing suitability letters and preparing illustrations for products such as Protection. They will also have experience in back office administration related to the paraplanning role and be able to demonstrate knowledge of relevant products and keep up to date with relevant changes.
Salary:
£41,000 - £46,000 per annum
-
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...
-
Wealth Management Team Administrator
4 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,...
-
Wealth Management Assistant
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeA 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...
-
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...
-
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,...
-
Wealth Management Professional
19 hours ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeJob OverviewA leading financial services firm in the UK is looking for a skilled Paraplanner to support its team. This role offers a great opportunity for a professional to develop their skills in financial planning and wealth management.The ideal candidate will have experience in providing administrative support to Advisors and Directors, including...
-
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...
-
Care Associate
1 month ago
Wolverhampton, Wolverhampton, United Kingdom C M Community Care Limited Full timeJob Title: Care AssociateAt C M Community Care Limited, we are looking for a dedicated and compassionate Care Associate to join our team. As a Care Associate, you will have the opportunity to make a real difference in the lives of our clients, providing high-quality care and support in their own homes.Responsibilities:Provide personal care and support to...
-
Wealth Management Professional
6 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...
-
Wealth Management Professional
3 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...
-
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...
-
Education and Development Associate
4 days ago
Wolverhampton, Wolverhampton, United Kingdom We Manage Jobs(WMJobs) Full timeWe Manage Jobs (WMJobs) is a leading institution dedicated to providing exceptional educational experiences for students. We are currently seeking an Education and Development Associate to join our team and contribute to the development and implementation of innovative educational programs.In this role, you will work closely with educators, administrators,...
-
Client Relationship Manager Assistant
4 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,...
-
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...
-
Paraplanning Support Specialist
19 hours ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeAbout the RoleA renowned financial services company in the UK is seeking a talented Paraplanner to join its team. This role offers a fantastic opportunity for a professional to gain experience in financial planning and wealth management.The successful candidate will be responsible for supporting Advisors and Directors by assisting with financial planning...
-
Client Relations Associate
4 days ago
Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full timeA reputable Financial Services company is seeking a skilled and detail-oriented Client Relations Associate to join its team. In this role, you will be responsible for providing exceptional client service and support, while ensuring that all client interactions are handled in a professional and efficient manner.The ideal candidate will have excellent...
-
Independent Financial Consultant
3 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...
-
Financial Services Associate
3 weeks ago
Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DetailsWe are seeking a talented Financial Services Associate to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will provide administrative support to our financial services team, ensuring efficient operations and delivering exceptional client experiences.Key Responsibilities:Providing administrative support to the...
-
Customer Service Associate
2 months ago
Wolverhampton, Wolverhampton, United Kingdom beBee Professionals Full time £20,000 - £25,000In beBee Professionals, we are looking for a Customer Service Associate to provide top-notch customer service and support the store's operations in Wolverhampton, United Kingdom.Key Responsibilities:Assist customers with product selection and provide product knowledge and advice.Operate the cash register and handle transactions efficiently.Maintain the...
-
Supply Chain Operations Associate
2 months ago
Wolverhampton, Wolverhampton, United Kingdom beBee Professionals Full time £20,000 - £25,000We are seeking a Supply Chain Operations Associate to join our team in Wolverhampton, United Kingdom. The successful candidate will be responsible for:Loading and unloading goods for storage and distribution.Picking, packing, and preparing orders for dispatch.Maintaining inventory accuracy by updating stock records.Keeping the warehouse clean, safe, and...