Wealth manager Work, Jobs in Smethwick, Wmd (with Salaries)

Paraplanning Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Office
- Mentoring
- Employee discount
5d
Property Standards Officer
Worcester City Council —Worcester
- £33,143 - £36,363 a year
- Customer service
- Administrative experience
- Travel
Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Senior Operations Manager – Logistics
Halfords —Redditch
- Full-time
- Continuous improvement
- Communication skills
- Annual leave
- Employee discount
9d
Data Privacy Assistant Manager
BDO —Birmingham
- Full-time
- Analysis skills
- Organisational skills
- AI
Openings Support Manager
Hickory's Smokehouse —Birmingham
- Up to £35,000 a year
- Full-time
- Driving
- Restaurant
- Restaurant experience
- Health & wellbeing programme
- Employee discount
Quick apply
Innovation and Legal Technology Senior Manager
Trowers & Hamlins —Birmingham
- Full-time
- Hybrid work
- AI
- Leadership
Quick apply
Marcus by Goldman Sachs, Workforce Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Excel
- Communication skills
- Banking
- Employee assistance programme
3d
Land Manager - Birmingham
Churchill Retirement PLC —Birmingham
- Negotiation
- Employee assistance programme
- Referral programme
Internal Audit, Asset & Wealth Management Technology Audit, Vice President, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Data analysis skills
- Master's degree
- SQL
- Employee assistance programme
Head of Learning & Development
BDO —Birmingham
- Full-time
- Project management
- Travel
- Leadership
4d
Product Delivery Coordinator
Isio Group —Birmingham
- Azure
- Product management
- Organisational skills
4h
Deal Advisory Tax Senior Manager - Corporates & Traditional FS
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Project management
e-Commerce Administrator
STARK Group —Coventry
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Organisational skills
- Flexible schedule
Deal Advisory Tax Senior Manager - Infrastructure
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Project management
Trade and Security Compliance Manager
Parker Hannifin Corporation —Coventry
- Full-time
- Military
- Contracts
- Leadership
- Free parking
- Employee assistance programme
Senior Manager, Product & Operational Taxes, Asset Management
KPMG —Birmingham
- Full-time
- Financial services
- Tax experience
CDD Operations Analyst - FTC
Worldpay (UK) Limited —Birmingham
- Full-time
- Hybrid work
- Analysis skills
- Banking
Quick apply
Associate Director - Transaction Services
KPMG —Birmingham
- Full-time
- Remote
- Microsoft Powerpoint
- Analysis skills
- Presentation skills
- Employee assistance programme
- Employee discount
Statutory Agreements (Planning & Environmental) Manager
Trowers & Hamlins —Birmingham
- Full-time
- Hybrid work
- Team management
- Organisational skills
- Communication skills
Quick apply

I want to receive the latest job alerts for wealth manager in smethwick, wmd

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Paraplanning Manager

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time
5 days ago

Benefits

Company pension
Employee discount

Qualifications

Financial planning
Microsoft Office
Mentoring

Full job description

Paraplanning Manager

Location: Bromsgrove Head Office

Working model: Office Based with Hyrbid Working

Contract type: Permanent

Hours: Full-time

This is a fantastic opportunity to join our team at AFH Wealth Management.

AFH Wealth Management is one of the UK’s leading independent financial advisory and wealth management firms - providing expert advice and long‑term financial solutions to individuals, families and businesses. With more than 200 Advisers and 750 staff, we are driven by our culture, values and client-centric approach.

We are looking for those of you who wish to be part of an established business and are keen to work in line with our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits.

The role:

To oversee and line manage the paraplanning team to ensure timely, efficient and accurate research and financial planning reports are completed for AFH advisers. Act as a ‘go-to’ for questions and queries across the team, lead support for training new employees as well as taking on additional responsibilities such as projects outside the usual client work.

As our Paraplanning Manager, you will be responsible for:

Developing and managing a high calibre team of paraplanners, identifying any training needs within the team or for specific team members

Managing team workflow requirements effectively, ensuring the team adheres to SLAs and key performance metrics, and escalating any issues if necessary. Holding regular meetings with individuals, whilst also contributing and assisting in the running of wider team meetings

Maintaining regular checks on the quality of the reports, turnaround times and adherence to processes. And, providing feedback and coaching to support the team to further improve our service delivery

Ensuring the paraplanning team adheres to all standard operating procedures in line with the FCA regulations that apply

Being involved in team projects and adhering to set deadlines

Looking out for areas in which team processes can be improved

What we are looking for in our ideal Paraplanning Manager:

Diploma in Financial Planning as a minimum qualification requirement
Demonstrable experience managing, training and mentoring a team effectively

Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning report
Experience in an IFA environment, demonstrating quality communications of constructive feedback
A high level of accuracy and attention to detail in written/numerical skills
Good working knowledge of Microsoft Office applications

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.

Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/. If you have any questions about this vacancy please contact the People Resourcing Team on [email protected].

We look forward to hearing from you!

Apply Now

Refine Your Search

wealth manager jobs in smethwick, wmd

Paraplanning Manager

Property Standards Officer

Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham

Senior Operations Manager – Logistics

Data Privacy Assistant Manager

Openings Support Manager

Innovation and Legal Technology Senior Manager

Marcus by Goldman Sachs, Workforce Analyst, Birmingham

Land Manager - Birmingham

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

Head of Learning & Development

Product Delivery Coordinator

Deal Advisory Tax Senior Manager - Corporates & Traditional FS

e-Commerce Administrator

Deal Advisory Tax Senior Manager - Infrastructure

Trade and Security Compliance Manager

Senior Manager, Product & Operational Taxes, Asset Management

CDD Operations Analyst - FTC

Associate Director - Transaction Services

Statutory Agreements (Planning & Environmental) Manager

I want to receive the latest job alerts for wealth manager in smethwick, wmd

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected