Wealth Management Administrator

About the RoleThis is an exciting opportunity to join AFH Wealth Management as a Wealth Management Specialist. You will be responsible for providing high-quality financial advice to clients in Sheffield and surrounding areas.As a key member of our team, you will play a vital role in helping us deliver exceptional client experiences. We are looking for...

Job SummaryWe are seeking an experienced Independent Financial Adviser to join our team at AFH Wealth Management, serving the Sheffield and surrounding areas. This role offers flexible working arrangements, allowing you to strike a perfect balance between work and personal life.The successful candidate will possess a strong background in financial planning,...

About Kingswood GroupWe are a forward-thinking organisation committed to becoming a top global provider of trusted wealth planning and investment management solutions. Our vision is supported by investments in people and innovation in technology to empower our advisers and clients.Key Statistics:$0 - $60,000 per year (dependent on experience)Job Title:...

Delighted to present a unique opportunity with a highly regarded national Independent Wealth Management organisation, based in the Sheffield area, seeking an experienced Administrator to join their client services team. With a strong focus on delivering exceptional service and support, this role is ideal for a skilled professional looking to make a...

We are seeking a highly motivated and experienced Financial Planning Advisor to join our team at AFH Wealth Management in Sheffield and surrounding areas.As a Financial Planning Advisor, you will be responsible for providing expert financial guidance to clients, helping them make informed decisions about their finances.With a strong background in financial...

At AFH Wealth Management, we are seeking a skilled Senior Financial Consultant to join our team in Sheffield and surrounding areas. This role offers an excellent opportunity to work as a self-employed or employed adviser.In this position, you will have the responsibility of understanding your clients' current and future financial goals and providing expert...

NJR Recruitment Careers is delighted to represent an expanding Independent Wealth Management Advisory firm based in Sheffield. The firm requires an experienced Financial Planning Administrator to join their team, providing administrative support to a team of wealth managers.This role involves conducting product research, writing suitability reports,...

About the RoleNJR Recruitment is seeking an experienced Junior Adviser to join a leading Wealth Management Company in the UK.The successful candidate will be responsible for managing a portfolio of clients, providing financial advice, and helping them achieve their long-term goals.Key qualifications include:Level 4 Diploma in Financial Planning.Experience...

Wealth Management Career OpportunityA well-established Wealth Management Company is seeking a motivated and enthusiastic Junior Financial Adviser to join their team in the UK.This role offers an excellent chance to develop your skills and knowledge in wealth management, work with a full client bank, and progress your career in the industry.Key...

NJR Recruitment presents an exciting opportunity for a talented Financial Adviser to join a thriving wealth management practice in Sheffield.This dynamic role requires a highly motivated individual with exceptional communication and interpersonal skills to deliver tailored financial solutions to high net worth clients.The ideal candidate will have a proven...

Thriving Wealth Management PracticeOur Client is a reputable and independent wealth management practice based in the Sheffield area. With a strong reputation for providing trusted financial solutions to High Net Worth individuals and businesses, we are now looking to recruit an experienced Financial Adviser to join their team.Job DescriptionThis is an...

We're looking for a skilled Wealth Management Consultant to join our team at Churchill Executive.About UsChurchill Executive is a leading provider of investment management, pension planning, and estate planning services. We're dedicated to helping individuals and businesses achieve their financial goals through expert advice and tailored solutions.Job...

Prominent experience in Private Wealth ManagementIn-depth knowledge of estate planning, trusts, and elderly client servicesProven track record in preparing estate and trust accountsThis coveted position offers a comprehensive caseload of existing files, encompassing Wills, Lasting Powers of Attorney, wealth protection strategies, probate, interstate...

NJR Recruitment is delighted to present a unique opportunity for an experienced IFA Administrator to join a highly regarded Independent Wealth Management organisation in the Sheffield area.The organisation provides a holistic approach to Whole of Market advice, catering to their well-established Client Bank. As a result of expansion, they are seeking a...

About the RoleWe are looking for a seasoned Independent Financial Adviser to join our team at AFH Wealth Management, covering the Sheffield and surrounding areas. As a key member of our team, you will enjoy flexible working arrangements, including home-based and remote options.The ideal candidate will have a solid background in financial planning, excellent...

Job OverviewA dynamic and experienced Independent Financial Adviser is required to join our team at AFH Wealth Management, based in Sheffield and surrounding areas. This exciting opportunity allows for remote working with access to office locations if preferred, ensuring a great work-life balance.The ideal candidate will have a strong background in financial...

**Job Description:**We are looking for a Wealth Management Consultant to join our growing business in Yorkshire. As a key member of our team, you will be responsible for delivering exceptional wealth management services to our clients, including those who are set to inherit due to upcoming retirements.With a strong support team based in Doncaster, you will...

Key ResponsibilitiesLead, mentor, and grow a team of financial advisors, ensuring the highest standards of client service and professional development.Oversee and drive the growth of client portfolios by implementing effective advisory strategies.Provide expert financial advice in areas such as wealth management, retirement planning, insurance, tax, and...

About UsClients rely on us for trusted financial guidance. We're a dynamic wealth management firm that values professionalism and integrity.Job OpportunityWe seek an experienced Wealth Management Consultant to provide expert financial advice to clients nationwide. This challenging yet rewarding role offers opportunities for growth and professional...

Company OverviewKingswood Group is a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology.The Group has a growing network of offices across the UK as well as offices in New York and Johannesburg, catering to a diverse range of clients from private...