Private wealth Work, Jobs in Bromsgrove, Wor (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
13d
Business Acceptance Analyst
Gateley —Birmingham
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Asset & Wealth Management - Change Management – Associate - Birmingham
Goldman Sachs —Birmingham
- Full-time
- Project management
- Conflict management
- Communication skills
- Employee assistance programme
PR Assistant
Trowers & Hamlins —Birmingham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Legal Assistant - Real Estate and Corporate
Trowers & Hamlins —Birmingham
- Full-time
- Administrative experience
- Communication skills
Quick apply
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
IT Service Desk Analyst
EBC Group(UK) Limited —Halesowen
- Up to £26,500 a year
- Full-time
- Azure
- Customer service
- Windows
- Free parking
- Sick pay
Quick apply
Legal Assistant - Dispute Resolution & Litigation
Trowers & Hamlins —Birmingham
- Full-time
- Administrative experience
- Communication skills
Quick apply
Senior Associate - Private Client
DWF —Birmingham
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills
Team Leader
TLT —Birmingham
- Full-time
- Hybrid work
- Team management
- Communication skills
12d
Land Manager / Senior Land Manager - Birmingham
Churchill Retirement PLC —Birmingham
- Employee assistance programme
- Referral programme
Internal Audit, Asset & Wealth Management Technology Audit, Vice President, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Master's degree
- Analysis skills
- AI
- Employee assistance programme
Director, Wealth Manager
Royal Bank of Canada —Birmingham
- Full-time
- Business development
- Team management
- Financial services
Head of Digital & CRM
Standard Life —Birmingham
- From £110,000 a year
- Part-time
- Hybrid work
- Financial services
- Leadership
- Annual leave
10d
New Business Trading Underwriter - Property & Casualty
Zurich Insurance —Birmingham
- Part-time
- Business development
- Analysis skills
- Communication skills
- Flexible schedule
Business Assurance Specialist
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Analysis skills
- Communication skills
Asset & Wealth Management - Software Engineer - Vice President - Birmingham
Goldman Sachs —Birmingham
- Full-time
- Computer Science
- Engineering
- Master's degree
- Employee assistance programme
Senior/Managing Associate - Financial Litigation Disputes and Investigations
TLT —Birmingham
- Full-time
- Hybrid work
- Business development
- Supervising experience
- Organisational skills
Statutory Agreements (Planning & Environmental) Manager
Trowers & Hamlins —Birmingham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Associate Director - Transaction Services
KPMG —Birmingham
- Full-time
- Remote
- Microsoft Powerpoint
- Writing skills
- Data analysis skills
- Employee assistance programme
- Employee discount

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Private Wealth Administrator

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Permanent | Full-time
13 days ago

Benefits

Company pension

Qualifications

Stakeholder collaboration
Stakeholder liaison
Microsoft Office Suite
Numeracy
Communication skills

Full job description

Annual salary: Competitive Salary and Benefits

Private Wealth Administrator

Location: Bromsgrove (B60 4JE)

Contract type: Permanent, hybrid working

Working hours: Full‑time, Monday to Friday, 08:00-16:30

This is a fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits and hybrid working.

As a Private Wealth Administrator, you will be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping your colleagues to create and develop efficiencies across the business using all tools at your disposal, including XPlan and Nexus. You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and other Wealth Managers (predominantly Pershing).

As a Private Wealth Administrator, you will be:

Processing new business and ongoing account management
Working alongside the Private Wealth Operations Manager, Client Executives, and other Administrators to ensure that all workload is prioritised and dealt with in a timely and efficient manner
A point of contact for clients, providers, and other members of the business
Processing the completion of transfers in and out
Loading and managing ongoing and initial fees on multiple platforms internally and externally
Posting deal reporting
Ensuring stock research is up to date
Creating and managing cash lists
Processing deceased cases i.e. probate and small estates
Dealing with the sale and transfers of shares
Conforming to timelines, demands, and shifting priorities through problem solving
Liaising with both internal and external stakeholders by telephone, letter, and e-mail
Managing the AFH Private Wealth direct phoneline with a confident telephone manner
Any other reasonable request made by the business.

What we are looking for in our ideal Private Wealth Administrator:

Strong numeracy, literacy and attention to detail
Good Microsft packages skills, specifically Excel
Experience in stockbroking/financial services preferred
Team player with strong communication and stakeholder‑management skills
Confident telephone manner
Proactive, organised and able to prioritise under pressure
Critical thinker with high accuracy
Able to work 08:00-16:30, Monday - Friday in line with the opening times of the UK stock market

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year’s service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.

If you are interested in becoming a part of our growing community as our Private Wealth Administrator, get in touch and click ‘APPLY’ today. We look forward to hearing from!

Apply Now

Refine Your Search

private wealth jobs in bromsgrove, wor

Private Wealth Administrator

Business Acceptance Analyst

Asset & Wealth Management - Change Management – Associate - Birmingham

PR Assistant

Legal Assistant - Real Estate and Corporate

Investment Administrator - 12 month FTC

IT Service Desk Analyst

Legal Assistant - Dispute Resolution & Litigation

Senior Associate - Private Client

Team Leader

Land Manager / Senior Land Manager - Birmingham

Internal Audit, Asset & Wealth Management Technology Audit, Vice President, Birmingham

Director, Wealth Manager

Head of Digital & CRM

New Business Trading Underwriter - Property & Casualty

Business Assurance Specialist

Asset & Wealth Management - Software Engineer - Vice President - Birmingham

Senior/Managing Associate - Financial Litigation Disputes and Investigations

Statutory Agreements (Planning & Environmental) Manager

Associate Director - Transaction Services

I want to receive the latest job alerts for private wealth in bromsgrove, wor

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