Experienced Wealth Management Specialist
15 hours ago
Regional Recruitment Services is looking for an experienced financial adviser to support our advisory team in the UK.
This is a full-time, permanent position that offers a unique opportunity for talented and experienced advisers to contribute to a high-standard advisory service, supporting clients and internal teams through excellent service and regulatory compliance.
The successful candidate will have a proven track record in providing exceptional client service, with a strong understanding of the UK financial market and regulatory requirements.
The estimated salary for this role is £55,000 - £75,000 per annum, depending on experience.
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Wealth Management Researcher
1 day ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeCompany Overview">We are AFH Wealth Management, one of the UK's leading independent financial advisory firms. With over 30 years of experience and more than 200 accredited advisers nationwide, we pride ourselves on providing exceptional wealth management services to our clients.">Job Summary">We are seeking a talented Paraplanner to join our team. As a key...
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Regulatory Support Specialist
14 hours ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full time**Job Summary**We are seeking a Regulatory Support Specialist to join our team at AFH Wealth Management.This is a full-time permanent opportunity with a competitive salary of £38,000 - £48,000 per annum and a range of benefits.As a Regulatory Support Specialist, you will be responsible for:Supporting the effective delivery and ongoing monitoring of...
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Experienced Wealth Management Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAre you a highly motivated and proactive individual seeking a new challenge in financial services? Regional Recruitment Services is currently recruiting for an Experienced Wealth Management Specialist to join our team in the UK.About the RoleThis full-time, permanent position offers a competitive salary, ranging from £55,000 to £75,000 per annum, depending...
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Compliance Support Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeAbout 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...
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Experienced Wealth Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeAbout the JobWe are Regional Recruitment Services, a leading provider of recruitment services to the financial sector. We are currently seeking an Experienced Wealth Manager to join our advisory team in the UK.As an Experienced Wealth Manager, you will be responsible for providing expert advice to clients on wealth management solutions, including pensions...
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Experienced Wealth Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeJob Title: Experienced Wealth ManagerWe are seeking an experienced and skilled Wealth Manager to join our advisory team in the UK. As a Wealth Manager, you will play a crucial role in providing high-standard financial services to clients and internal teams.The ideal candidate will have a strong background in finance, excellent communication skills, and the...
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Financial Planning Specialist
1 week 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...
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Wealth Management Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob 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...
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Regulatory Support Specialist
1 week 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...
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Wealth Management Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeJob Description:We are seeking a Wealth Management Specialist to join our team at Okailgroup. As a Wealth Management Specialist, you will be responsible for providing support and assistance to our branch/desk, adapting to changing responsibilities and using them as opportunities for learning and professional growth.The ideal candidate will possess a...
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Wealth Management Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timePinstripe Personnel, a leading Wealth Planning firm, is currently seeking a highly skilled Wealth Management Specialist to join their team.This is a unique opportunity to work with a forward-thinking company that prioritizes innovation and customer satisfaction.We are looking for a results-driven and ambitious individual who is passionate about delivering...
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Executive Wealth Management Specialist
1 week ago
Birmingham, Birmingham, United Kingdom WeAreTechWomen Full timeWe Are Tech Women is seeking an Executive Wealth Management Specialist to join our team. As an Executive Wealth Management Specialist, you will work closely with high net worth clients to provide personalized wealth management services.You will have the opportunity to work on complex financial planning and investment strategies, and build strong...
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Wealth Management Specialist
2 weeks 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...
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Wealth Planning Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Bruin Full timeWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at Bruin Financial in Birmingham. As a key member of our wealth planning department, you will be responsible for providing high-quality support to our Wealth Planners.Your duties will include:Conducting thorough research on a range of financial planning products and...
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AML Compliance Coordinator
1 week ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeDiscover a rewarding opportunity at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms.We are seeking an experienced Compliance Administrator to join our team. This is a full-time permanent position with a competitive salary of £25,000 - £35,000 per annum.The successful candidate will be responsible...
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Wealth Management Specialist
1 day ago
Birmingham, Birmingham, United Kingdom BWD Search & Selection Full timeAbout the RoleWe are seeking a highly skilled Banking Solutions Product Specialist to join our Wealth Management team.This role offers a unique blend of product development and client-facing responsibilities, where you will leverage your industry expertise to drive business growth and deliver exceptional client experiences.As a key member of the product...
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Pension Fund Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom AFH Wealth Management Full timeParaplanner RoleWe are proud to be one of the UK's leading independent financial advisory and wealth management firms.This is a full-time, permanent opportunity with hybrid working and a competitive salary and range of benefits.Main Responsibilities:Analyzing and delivering comprehensive financial research on products and investments using company-approved...
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Wealth Management Training Specialist
3 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...
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Wealth Management Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeWe are seeking a highly skilled Wealth Management Specialist to join our team at Premier Jobs UK Limited.The estimated salary for this position is around £50,000 - £65,000 per annum.Job Summary:You will be responsible for ensuring the business adheres to company policies and regulatory requirements.Responsibilities:Develop and implement policies and...
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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...