Job description Are you an experienced financial services professional looking for a new challenge in a client-facing role? We're working exclusively with a highly regarded, growing Financial Advisory and Wealth Management firm in Bromsgrove that is seeking a Client Relationship Manager to join their Customer Care Team. In this role, you'll be a key point of contact for clients, helping to...
You will join us on a full-time and in return, you will receive a competitive salary plus a range of benefits. This role is a core function within the business, as you will provide exceptional administrative and technical support to both our Financial Advisers and our clients.
You will be responsible for ensuring delivery of good outcomes and ensuring our clients are put first in all that we do.
Client Manager Location: Bromsgrove Type: Full time Package & Benefits . Attractive, competitive salary . 26 days' holiday plus public holidays . Generous pension contributions beyond the statutory minimum . Comprehensive health plan . Flexible working arrangements . Free on site parking . Clear progression pathways & ongoing training . Supportive culture focused on learning and career...
You will work across business and operational teams to map current processes, define future state workflows and ensure smooth integration with CRM and client servicing systems. Key Responsibilities
Job Description Ready to take the next step in your accounting career? This is your chance to move into a role where you'll have genuine ownership, client contact, and progression built in. As an Accounts Supervisor, you'll be part of a supportive team that values professional growth and autonomy. If you've been working in practice and feel ready to lead your own portfolio with confidence, this...
You should have a good understanding of group risk products and providers
You must have excellent knowledge of auto-enrolment legislation
You must have experience from a whole-of-market / IFA firm
You must have good working knowledge of Excel Corporate Benefits Technician Benefits
Job Description Are you an experienced Financial Planning Administrator looking to take the next step in your career? This is an exciting opportunity to join a successful, forward-thinking wealth management practice that prides itself on delivering high-quality, fee-based advice to high-net-worth clients. We’re seeking a professional, organised, and proactive individual to provide essential...
Job Description Our client, a leading global insurance business is looking for a Senior Compliance Officer to assist the General Counsel and the Head of Compliance in supporting the Property & Casualty Insurance Entities and Divisions in ensuring that both business-as-usual compliance requirements are fulfilled. The ideal candidate should possess a robust background in compliance, along with...
Ready to take the next step in your accounting career? This is your chance to move into a role where you'll have genuine ownership, client contact, and progression built in. As an Accounts Supervisor, you'll be part of a supportive team that values professional growth and autonomy. If you've been working in practice and feel ready to lead your own portfolio with confidence, this opportunity will...
Job Description Recruit Wealth are proud to be representing one the UK’s best known national Financial planning and Wealth Management businesses. Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. Our clients mission is to make a positive difference to people’s lives and finances and to help their...
You will work across business and operational teams to map current processes, define future state workflows and ensure smooth integration with CRM and client servicing systems. Key Responsibilities - Gather and document business and functional requirements across Wealth, Operations and Client Servicing teams.
"At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work." Klipboard provides specialist software, services and support to deliver fully integrated trading and business management...
You will have: * HR Administrator or HR Assistant experience * The ability to manage multiple tasks and deadlines effectively * Experience in a fast-paced changing environment.
Recruit Wealth are proud to be representing one the UK’s best known national Financial planning and Wealth Management businesses.Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition.Our clients mission is to make a positive difference to people’s lives and finances and to help their clients live the life...
Job Description Our client, a leading global insurance business, is looking for a Compliance Officer to support their Senior Compliance Officers and Employee Benefit & Financial Planning with day-to-day compliance to ensure they operate effectively in accordance with relevant rules and regulations and ensures that regulatory obligations are met through robust operational processes. The role is...
Job Description Paraplanner - Location: Hybrid working - Job Type: Full-time, Permanent - Salary: £33,000 - £60,000 Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support. Day-to-day of the role: - Conduct...
Job Description Paraplanner AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid...
"At Klipboard we've introduced a flexible hybrid work policy, where employees spend three days in the office and two days working from home. This approach promotes a balanced work environment that combines office collaboration with the comfort and convenience of remote work." Klipboard provides specialist software, services and support to deliver fully integrated trading and business management...
Job Description Executive IFA Administrator - Location: Bromsgrove - Job Type: Full-time, Permanent - Salary: £32,000 - £38,000 Join a leading independent financial advisory and wealth management firm in a pivotal role as an Executive IFA Administrator. This position offers a dynamic work environment with hybrid working opportunities, where you will provide essential administrative and...
Job Description Change Manager – Wealth Management £350–£450 per day (Outside IR35)Initial 3-4 month contractBirmingham REED Technology are working with a client who require an experienced Change / Delivery Manager to support the integration of a new investment platform into a Wealth Management business. This is a key role within a live programme of work where the platform is being introduced...