private wealth manager jobs in Sutton Coldfield

You will act as a key advisor to clients, supporting business development efforts and identifying opportunities to add value.

You will be supported in your role with line management and leadership training as well as CPD access via Tolley’s, Croner-i, Mercia and Linked In Learning as required.

A wealth management firm in North Birmingham seeks an experienced IFA Administrator to enhance client service and support advisers. In this role, you will manage client records, ensure precision in transactions, and streamline administrative processes. Candidates should have at least 2 years of experience in financial services, proficiency in MS Office, and ideally in Intelligent Office. The firm...

An exciting opportunity for an enthusiastic and well organised legal assistant in our friendly, well established and approachable private client team. Responsibilities Dealing with queries raised by clients, solicitors and other involved parties Provide client updates and monitor matter progression Opening and closing matters on the case management system compliant with the firm's AML and...

You will be responsible for managing client enquiries, maintaining accurate files, and providing essential support to fee earners. With a focus on client care and high-quality legal advice, this firm values your contributions and offers a competitive benefits package, including target-related bonuses and opportunities for professional development.

A well-established legal practice is seeking an experienced Private Client Solicitor to join their busy Private Client Department. This is a fantastic opportunity for a motivated solicitor with a proven track record to contribute to the growth and success of the team while delivering excellent client service. What You’ll Do Support the ongoing development of the Private Client Department and...

Our Legal 500–recognised client is seeking an experienced Private Client Legal Assistant with strong administrative and organisational skills. A solid understanding of wills and probate and the ability to manage multiple tasks in a fast-paced environment are essential. The Firm: Our Legal 500 client is a nationwide, full-service firm with 20+ offices, praised for its high-quality advice and...

Private Client Legal Assistant – Sutton Coldfield A well-established private client team in Sutton Coldfield is seeking an enthusiastic and highly organised Private Client Legal Assistant. This role offers the opportunity to work in a supportive environment, providing essential assistance to Solicitors and Clients while ensuring smooth operation of day-to-day legal processes. The role As a...

A forward-thinking legal firm in Sutton Coldfield is seeking an experienced Private Client Solicitor to join their growing team. This role offers flexibility with hybrid working options and an opportunity to share in the firm's success through an equity model. The ideal candidate will have experience managing a mixed caseload and a strong academic background. Join a collaborative culture that...

You will act as a trusted, independent advisor to senior leadership, setting standards, maintaining certifications, and embedding a strong safety and compliance culture across the business.

You will be responsible for heading up the payroll function ensuring a world class payroll service is delivered whilst managing a small payroll team.

You will ideally by CIPP qualified, have excellent interpersonal skills, have a strong background in payroll and benefits and be very hands on in your approach.

You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.

You will also commence your business development strategy in order to grow your footprint in your region.

You will have a background in Paraplanning and will be at least level 4 Diploma qualified. Critical to the role are a high level of literacy and numeracy, both written and verbal. A solution mindset and adaptable to changing demands and priorities. This is a National role and we are open to candidates from newly qualified (diploma level 4) and upwards

Job description The Big Idea: Help Brands Get Chosen. More Often. At WAA Chosen, we believe marketing only really matters when it makes a brand the obvious choice. That’s why everything we do, from brand and digital to PR and promotions, has one simple purpose: to deliver creativity with commercial bite. We’re an employee-owned agency, which means everyone here has a stake in the success we...

Job Description Senior PlannerLocation: Sutton Coldfield Penguin Recruitment is working on behalf of a well established and growing planning consultancy to recruit a Senior Planner for their Sutton Coldfield office. This is an excellent opportunity for an experienced Senior Planner to join a respected private consultancy, taking a leading role on a varied portfolio of planning projects and...

You should demonstrate the capability to independently manage a caseload, while also benefiting from departmental support - Proficiency in business development and achieving financial targets is essential for this role

You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.

You will also commence your business development strategy in order to grow your footprint in your region.

A respected regional law firm is seeking a Private Client Solicitor with at least 3 years PQE to join their Sutton Coldfield office. In this role, you'll manage a varied and established caseload of private client matters while working in a supportive team environment. The firm values precision and offers career development opportunities along with a competitive salary and flexible working...

Are you a driven Private Client Legal Assistant with a minimum of 1 years' experience in the legal sector, looking for a new challenge with a prestigious Legal 500 firm? This is an excellent opportunity to demonstrate your outstanding administrative and organisational skills within a respected firm where your contributions will be valued. A solid understanding of wills and probate is essential,...

A well-established law firm in Sutton Coldfield is seeking an enthusiastic legal assistant to join their private client team. This office-based role will involve handling client queries, managing legal documents, and assisting with various administrative tasks. The ideal candidate should have prior experience as a legal assistant and possess strong organisational skills. The firm offers an...

A reputable legal firm in Sutton Coldfield is seeking a Private Client Legal Assistant. The role involves assisting Solicitors and Clients, managing legal documents, and ensuring smooth operations. Ideal candidates will have experience as a Legal Assistant, advanced computer and organisational skills, and attention to detail. This position offers 26 days holiday, a pension scheme, and support for...