Senior Wealth Manager
2 days ago
We are looking for an experienced Senior Wealth Manager to join our team. This is a unique opportunity for a driven and ambitious individual who wants to take their career to the next level. As a Senior Wealth Manager, you will be responsible for managing client relationships, identifying new business opportunities, and working closely with our Business Development Team.
The ideal candidate will have a minimum of a Diploma in Financial Planning and significant experience as a Financial Adviser/Planner. You will be based at home, where you can work independently while still being part of a dynamic and growing company.
Key responsibilities include:
- Managing client relationships and identifying new business opportunities
- Working closely with our Business Development Team to develop new strategies and initiatives
- Developing and maintaining strong relationships with key stakeholders
Salary: £100,000+ per year. If you are a motivated and experienced financial professional looking for a new challenge, we would love to hear from you.
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Senior Wealth Manager
1 week ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full timeCompany 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...
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Senior Wealth Management Professional
1 week ago
Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Full timeTake Your Career to the Next Level as a Senior Wealth Management ProfessionalBirmingham (Hybrid)£50,000 to £60,000 per annum + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsThis is an exciting opportunity for an experienced Financial Advisor to join our team and take on a new challenge. As a Senior Wealth Management Professional, you...
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Senior Wealth Management Consultant
2 days ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timePinstripe Personnel is a leading wealth planning firm based in the UK, providing bespoke financial solutions to individuals and families. As a Senior Wealth Management Consultant, you will play a key role in shaping the company's growth and success.Salary: £100,000+ per annum. This position offers an exceptional opportunity for a driven and ambitious...
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Wealth Management Expert
3 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionIn this role, you will oversee the T&C function for our client's wealth management firm. Your primary responsibilities will include:* Developing and implementing effective T&C policies and procedures* Providing ongoing training and development to ensure team members have the necessary skills and knowledge to perform their duties effectivelyYou...
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Senior Wealth Manager
2 days ago
Birmingham, Birmingham, United Kingdom Nigel James Associates Ltd Full timeRoleNigel James Associates Ltd is thrilled to partner with a leading national wealth management firm to recruit for an experienced Senior Financial Planner for their Birmingham office. This role offers an exciting opportunity to develop your own client portfolio with the primary focus on new business.**Job Summary**The ideal candidate will have a good level...
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Senior Wealth Planner
2 days ago
Birmingham, Birmingham, United Kingdom Pinstripe Personnel Full timeAt Pinstripe Personnel, we are looking for a skilled Senior Wealth Planner to join our team. This is an excellent opportunity for a driven and ambitious individual who wants to take their career to the next level.The role is fully remote, allowing you to work from anywhere in the UK. As a Senior Wealth Planner, you will be responsible for providing expert...
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Senior Advisor for Wealth Management
7 days ago
Birmingham, Birmingham, United Kingdom Regional Recruitment Services Full timeOpportunity DescriptionRegional Recruitment Services is seeking a senior advisor for wealth management to join our team in the UK. This is a full-time, permanent position offering career growth and development opportunities.The ideal candidate will bring:Significant experience in financial advisingExceptional service and regulatory knowledgeThe ability to...
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Wealth Management Professional
1 week ago
Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full timeJenson 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...
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Wealth Management Expert
2 days ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeAs a Wealth Management Expert at Premier Jobs UK Limited, you will be responsible for providing expert guidance on wealth management best practices to our clients.This role involves developing and delivering training programs, creating educational content, and advising on investment strategies.Key skills and qualifications required for this role...
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Wealth Management Specialist
2 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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Wealth Management Consultant
1 week ago
Birmingham, Birmingham, United Kingdom WeAreTechWomen Full timeWe 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...
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Experienced Wealth Manager
3 days 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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Wealth Management Specialist
1 day 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
5 days 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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Wealth Management Consultant
3 weeks ago
Birmingham, Birmingham, United Kingdom Greatmans Consulting Ltd Full timeJob 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...
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Senior Administrative Professional
1 month ago
Birmingham, Birmingham, United Kingdom Successionwealth Full timeJob 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...
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Wealth Management Specialist
2 days 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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Experienced Wealth Manager
2 days 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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Paraplanner - Wealth & Investment Management
7 days ago
Birmingham, Birmingham, United Kingdom Jenson Fisher Consulting Ltd Full timeOverview:Jenson Fisher Consulting Ltd is a leading Wealth & Investment Management firm looking for an experienced Paraplanner to join our team. We are committed to providing exceptional service to our clients and strive to be the best wealth manager for families.Job Summary:The successful candidate will be responsible for supporting our Wealth Planning and...
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HNW Wealth Manager
2 days ago
Birmingham, Birmingham, United Kingdom Nigel James Associates Ltd Full timeJob SummaryWe are seeking an experienced Senior Financial Planner to join our team at Nigel James Associates Ltd. As a key member of our team, you will be responsible for developing and managing client relationships, providing expert financial advice, and driving business growth. This is an excellent opportunity to work with a leading national wealth...