Wealth Planning Support Specialist

A leading financial planning firm based in Birmingham is looking for an experienced IFA Administrator. You will assist advisers by obtaining provider information, processing new business, and ensuring compliance. The ideal candidate will have experience in financial administration and possess excellent organizational skills. This position offers the...

Join us as a Wealth Planning Team Leader, where you'll support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards of care. Your focus will be on coaching, supervision, and day-to-day guidance-helping your team grow while ensuring clients receive a seamless and supportive...

Join us as a Wealth Planning Team Leader, where you’ll support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards of care. Your focus will be on coaching, supervision, and day-to-day guidance—helping your team grow while ensuring clients receive a seamless and supportive...

Job description The OpportunityAn established and highly respected wealth management firm is looking to recruit a Senior Wealth Planning Assistant to provide high-quality administrative and client support to Wealth Planners. This is a key role within the business, focused on delivering excellent client outcomes through efficiency, accuracy, and outstanding...

Wealth Planning Team Leader BarclaysBarclays Birmingham, England Join us as a Wealth Planning Team Leader, where you’ll support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards of care. Your focus will be on coaching, supervision, and day‑to‑day guidance—helping...

The Opportunity An established and highly respected wealth management firm is looking to recruit a Senior Wealth Planning Assistant to provide high-quality administrative and client support to Wealth Planners. This is a key role within the business, focused on delivering excellent client outcomes through efficiency, accuracy, and outstanding service. You...

**Title: Wealth Planning / IFA Administrator** **Based: Lickey, Birmingham outskirts** **Salary - £23,000 - £26,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company with a team of 15, is looking for a...

Join us as a Wealth Planning Team Leader, where you’ll support a team of Wealth Planners and Wealth Managers to deliver thoughtful advice, build good client relationships, and uphold high standards of care. Your focus will be on coaching, supervision, and day‑to‑day guidance—helping your team grow while ensuring clients receive a seamless and...

Job TypePermanentClosing Date16/11/2025Schroders Personal Wealth aims to improve the way financial advice is offered, by making it more affordable, accessible and powerful for more people. We want to change lives for the better.Your role is to help clients establish their future goals and long-term aspirations and create a financial plan to achieve them. You...

A leading financial institution is seeking a Wealth Planning Team Leader in Birmingham to support a team of Wealth Planners and Wealth Managers. This role focuses on coaching, team development, and ensuring clients receive exceptional service. Candidates should possess a financial planning qualification at RDR Level 4 or above, and have experience within a...