Financial advisory occupations Work, Jobs in Perry Barr, Wmd (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
4d
Financial Planning Administrator
Acorn to Oaks Financial Services ltd —Willenhall
- £25,000 - £30,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Financial services
- Free parking
- Profit sharing
Quick apply
1d
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Client Advisory Analyst
LGPS Central —Wolverhampton
- Full-time
- Hybrid work
- Research
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Financial Adviser Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Annual leave
Quick apply
17h
Paraplanner
Hoxton Wealth —Lichfield
- Data analysis skills
- Analysis skills
- Communication skills
Quick apply
Financial Administrator (Droitwich)
Perspective Financial Group —Droitwich
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
Client Services Executive (Financial Services)
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- English
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
Paraplanner / Trainee Paraplanner / Administrator
Capelin Financial Management Limited —Solihull
- £24,000 - £36,000 a year
- Full-time
- Hybrid work
- English
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
Paraplanner (Remote)
AFH Financial Group —Bromsgrove
- Full-time
- Remote
- Training & development
- Employee discount
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
11d
Senior Advice Technician
AFH Financial Group —Bromsgrove
- Full-time
- Training & development
- Employee discount
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
11d
Paraplanner
Charles Stanley —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- No degree
Client Relationship Executive
Nova Horizon Investments —Birmingham
- £28,500 - £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
3d
Independent Financial Adviser (SELF EMPLOYED)
Southcote Financial Limited —Birmingham
- From £48,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Free parking
- Work from home
Quick apply
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills

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financial advisory occupations jobs near perry barr, wmd

Private Wealth Administrator

AFH Financial Group -
Bromsgrove

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Job details

Permanent | Full-time
4 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

financial advisory occupations jobs in perry barr, wmd

Private Wealth Administrator

Financial Planning Administrator

Financial Administrator

Senior Financial Planning Administrator

Client Advisory Analyst

Financial Administrator (Halesowen)

Financial Adviser Administrator

Paraplanner

Financial Administrator (Droitwich)

Client Services Executive (Financial Services)

Paraplanner / Trainee Paraplanner / Administrator

Paraplanner (Remote)

Administrator

Paraplanner

Senior Advice Technician

Investment Administrator - 12 month FTC

Paraplanner

Client Relationship Executive

Independent Financial Adviser (SELF EMPLOYED)

Senior Paraplanner

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