Senior Wealth Planning Assistant

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...

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...

A well-established UK wealth management business in Birmingham is looking for a Senior Recruitment Professional. This role involves supporting Wealth Planners by managing client onboarding processes, handling documentation, and ensuring excellent client service. Ideal candidates will have extensive experience in financial planning administration, a strong...

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...

A respected wealth management firm in Birmingham is seeking an experienced Financial Planning Director to lead a high-performing team. You'll manage client relationships while collaborating with financial planners and investment managers. Your leadership will drive business development and enhance client service. Ideal candidates bring significant experience...

We are currently engaged by one of the most prestigious and highly respected names in the wealth management industry who are seeking a Wealth Planner to join their Birmingham team. Working closely with colleagues in Investment Management, the role will involve developing and managing client relationships and providing complex wealth planning solutions...

Senior Wealth Planner Mass Affluent – Barclays, Birmingham, United Kingdom Join us as a Wealth Planner, where you’ll take a leading role in helping clients shape their financial future through thoughtful planning and investment advice. You’ll work with new and existing clients to understand their long‑term goals and offer bespoke solutions that...

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 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...

**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...