Wealth management director Work, Jobs in Birmingham, Wmd (with Salaries)

Senior Integration Executive
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Financial services
3d
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
Financial Services Operations Manager
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Team management
- Employee discount
Client Services Executive - Cazenove Capital (10 month Contract)
Schroders —Birmingham
- Full-time
- Mentoring
- Computer skills
- Communication skills
1d
Associate Director - Transaction Services
KPMG —Birmingham
- Full-time
- Remote
- Microsoft Powerpoint
- Writing skills
- Data analysis skills
- Employee assistance programme
- Employee discount
Land Manager / Senior Land Manager - Birmingham
Churchill Retirement PLC —Birmingham
- Employee assistance programme
- Referral programme
Assistant HR Officer (HR, Payroll & Recruitment) – 12 Month FTC Maternity Cover
Warwickshire Wildlife Trust —Coventry
- £24,479 - £28,582 a year
- Full-time
- Continuous improvement
- Travel
- Recruiting
- Annual leave
9d
Compliance Director - Retail Lending
HSBC Global Services Limited —Birmingham
- Full-time
- Banking
1d
Assistant HR Officer (HR, Payroll & Recruitment) – 12 Month FTC Maternity Cover
Royal Society of Wildlife Trusts —Coventry
- £24,479 - £28,582 a year
- Full-time
- Continuous improvement
- Travel
- Recruiting
- Annual leave
9d
Senior People Business Partner – Halfords Mobile Expert & Fleet Solutions
Halfords —Redditch
- Full-time
- Continuous improvement
- Travel
- Leadership
- Annual leave
- Employee discount
Tax Director - US Practice
KPMG —Birmingham
- Full-time
- Business development
- Team management
- Communication skills
Valuer
Property Perspective —Stafford
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Maths
- Bachelor's degree
Quick apply
10d
Deal Advisory Tax Senior Manager - Corporates & Traditional FS
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Business development
- Analysis skills
Mechanical Engineer
Cundall —Birmingham
- Full-time
- Engineering
- Business development
- Leadership
Deal Advisory Tax Senior Manager - Infrastructure
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Business development
- Analysis skills
Director, Indirect Tax - Financial Services
Deloitte —Birmingham
- Hybrid work
- Business development
- Mentoring
- Tax experience
Associate Director, Indirect Tax - Financial Services
Deloitte —Birmingham
- Hybrid work
- Business development
- Mentoring
- Tax experience
Manager, Real Assets Tax Compliance
Deloitte —Birmingham
- Hybrid work
- Management
- Business development
- Communication skills

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Senior Integration Executive

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Permanent | Full-time
3 days ago

Benefits

Company pension

Qualifications

Microsoft Powerpoint
Microsoft Word
Stakeholder liaison
Business analysis
Microsoft Office Suite
Financial services
Training & development
Business requirements
Communication skills
Time management

Full job description

Annual salary: Competitive Salary and Benefits

Senior Integration Executive

Location: Bromsgrove (B60 4JE)

Contract type: Permanent, hybrid working

Working hours: Full‑time, Monday to Friday, 35 hours per week

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.

The purpose of the Senior Integration Executive is to assist with the integration of new and previously acquired businesses across the group to ensure all company acquisition projects are integrated smoothly into the AFH Group.

As a Senior Integration Executive your responsiblities are to:

Analyse and understand business requirements to create and implement an integration plan for each acquisition
Liaise with Vendors and updating them on progress of Integration
Analyse, interpret and cleanse data sets from various sources
Provide support to Senior Managers and the wider business for all acquisition Integration Projects to ensure all projects are efficiently integrated into the business including:
- Creating of integration proposal documents
- Identifying any key areas that do not align with the businesses Target Operating Model and working with key stakeholders to develop potential solutions
- Oversight of Operational matters across the wider business to ensure all areas have been completed
- Assist with providing visible oversight to the wider business for all acquisitions

Support the delivery of requirements gathering, integration, implementation and training as required
Be the point of contact for other team members for technical knowledge
To define, implement and review the required training, standards, processes and other attributes to ensure the highest professional standards are maintained and projects are implemented on time
Take a flexible approach to work, actively engaging in ad hoc responsibilities to support the wider delivery of each integrating acquisition
Any other reasonable request made by a Director/Manager of the organisation

What we are looking for in our ideal Senior Integration Executive:

2-3 years’ experience of working within a project, acquisitions or financial services environment
Ability to meet tight deadlines and be comfortable working independently
Proven ability to identify potential issues/anomalies and develop potential solutions
Excellent communication skills and a good relationship builder, support and challenge in a constructive and effective manner
A self-starter who can use their own initiative
Exceptional ability to solve problems and think analytically
Great organisational, project and time management skills
Excellent working knowledge of Microsoft Office applications, including Teams, Excel, Word and PowerPoint

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.

Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Apply Now

Refine Your Search

wealth management director jobs in birmingham, wmd

Senior Integration Executive

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

Director, Wealth Manager

Financial Services Operations Manager

Client Services Executive - Cazenove Capital (10 month Contract)

Associate Director - Transaction Services

Land Manager / Senior Land Manager - Birmingham

Assistant HR Officer (HR, Payroll & Recruitment) – 12 Month FTC Maternity Cover

Compliance Director - Retail Lending

Assistant HR Officer (HR, Payroll & Recruitment) – 12 Month FTC Maternity Cover

Senior People Business Partner – Halfords Mobile Expert & Fleet Solutions

Tax Director - US Practice

Valuer

Deal Advisory Tax Senior Manager - Corporates & Traditional FS

Mechanical Engineer

Deal Advisory Tax Senior Manager - Infrastructure

Director, Indirect Tax - Financial Services

Associate Director, Indirect Tax - Financial Services

Manager, Real Assets Tax Compliance

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