wealth planning administrator jobs in West Midlands

Job Description IFA Administrator / Wealth Planning Administrator Location: Birmingham (North East outskirts of city centre) – Office based Salary: £25,000 – £30,000 (depending on experience) The opportunity We’re working with a boutique, client-focused wealth management firm that offers a supportive, friendly environment where you’re genuinely valued If you’re an IFA Administrator who...

The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. The Financial Planning Administrator will and schedule...

Wealth Planning Assistant Birmingham Job Purpose Provide administrative and operational support to Wealth Planners to ensure effective client service delivery and compliant business processes. Serve as the primary contact between Wealth Planners, the Client Services team, and third-party providers, ensuring all client data and applications are accurately maintained within company systems. Key...

You will be responsible for the leadership, coaching, development and T&C of a team of 8 Senior Wealth Planners across the two offices. As a member of the senior leadership team you will play a pivotal role the development of this new, progressive, tech-enabled, proposition.

Job Description Wealth Planning Assistant Birmingham Job Purpose Provide administrative and operational support to Wealth Planners to ensure effective client service delivery and compliant business processes. Serve as the primary contact between Wealth Planners, the Client Services team, and third-party providers, ensuring all client data and applications are accurately maintained within...

You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks. In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus hybrid working.

You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

Job Description Financial Planning Administrator - Birmingham Salary: Up to £30,000 + bonus & benefitsLocation: Birmingham (Full-time, office-based initially, hybrid available after probation) An excellent opportunity has arisen for an experienced IFA Administrator to join a highly regarded wealth management firm based in Birmingham. This role offers a supportive working environment, excellent...

Job Description About the Company: Our client is a well-established and highly regarded firm of Independent Financial Advisers based in Sutton Coldfield. They provide bespoke financial planning and wealth management services to a loyal and growing client base. Due to continued success, they are looking to recruit an experienced Financial Planning Administrator to join their friendly and...

You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED:

You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset.

Job Description Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth...

Private Wealth Manager My client is an award-winning professional services business who are looking to recruit a Private Wealth Manager to join their Private Client team. The role will work closely with all departments linking clients with the right legal expertise. This is more than an advisory role , it is about relationship building , strategic coordination and acting as a central point of...

Join to apply for the Director Financial Planning role at Evelyn Partners Company DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and...

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into...

Senior Wealth Administrator - Berkswell Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the...

Job Description Wealth Management Executive Coventry | Hybrid Working (2–3 days in the office) Up to £40,000 + Excellent Benefits Full-Time | Permanent Are you passionate about delivering outstanding client service and ready to take the next step in your Wealth Management career? This is a fantastic opportunity to join a highly regarded Wealth Management practice that provides tailored...

Job Description Decent pay, an opportunity to progress, support with exams - you're not asking for much.So why does it all feel like such a battle to get where you are?It doesn't have to be like that. There are businesses out there that take these things seriously. And we're recruiting for one.Here they'll pay up to £35,000 for a senior administrator and that's alongside a discretionary bonus....

You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

Job Description Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and client management. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and...

You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.