Private wealth Work, Jobs in Tipton, Wmd (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Legal Assistant - Private Client
GloverPriest —Stourbridge
- Word processing
- Microsoft Office
- Typing
Paralegal
Trowers & Hamlins LLP —Birmingham
- Full-time
- Presentation skills
- Organisational skills
- Communication skills
13d
Associate
Trowers & Hamlins LLP —Birmingham
- Full-time
- Communication skills
Business Analyst
Trowers & Hamlins LLP —Birmingham
- Full-time
- Agile
- Communication skills
13d
Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
11d
Existing Relationship Adviser
Lloyds Wealth —Birmingham
- £76,000 - £84,000 a year
- Full-time
- Remote
- Communication skills
- Work from home
- Flexible schedule
12d
Dental Hygienist
Ascent Dental Care —Solihull
- Part-time
- Maintenance
- Patient care
- Communication skills
Quick apply
Speculative Fee Earner
Trowers & Hamlins LLP —Birmingham
- Part-time
Tax Consultant
Wahed —Birmingham
- Part-time
Junior Full Stack Software Engineer (Remote first)
Spencer West —Birmingham
- Remote
- SQL
- Bachelor's degree
- No degree
- Work from home
10d
AML & Conflicts Analyst (12 Month Fixed Term Contract)
Trowers & Hamlins LLP —Birmingham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
12d
Senior IFA Administrator / Trainee Paraplanner
SWARM RECRUITMENT LTD —Wolverhampton
- £30,000 - £40,000 a year
- Monday to Friday
- Communication skills
- Tax experience
- Annual leave
3d
Technical IFA Administrator / Junior Paraplanner
Haydn Fine Recruitment —Birmingham
- £34,000 - £38,000 a year
- Hybrid work
- Organisational skills
3d
Digital Marketing Assistant
Trowers & Hamlins LLP —Birmingham
- Full-time
- Communication skills
Trading Underwriter
Zurich Insurance —Birmingham
- Part-time
- Analysis skills
- Communication skills
- Flexible schedule
IFA Administrator
Haydn Fine Recruitment —Coventry
- £31,000 - £36,000 a year
- Organisational skills
- Communication skills
- Free parking
3d
Key Account Manager
IQVIA —Walsall
- Full-time
- Sales
- No degree
- Negotiation
- Annual leave
- Employee discount
Private Client Tax Senior
Ballards LLP —Droitwich
- Full-time
- Hybrid work
- Microsoft Outlook
- Communication skills
- Tax experience
Quick apply

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Private Wealth Administrator

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time

Benefits

Company pension

Qualifications

Microsoft Excel
Numeracy
Financial services
Communication skills

Full job description

Private Wealth Administrator

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 tipton, wmd

Private Wealth Administrator

Legal Assistant - Private Client

Paralegal

Associate

Business Analyst

Personal Wealth Adviser

Existing Relationship Adviser

Dental Hygienist

Speculative Fee Earner

Tax Consultant

Junior Full Stack Software Engineer (Remote first)

AML & Conflicts Analyst (12 Month Fixed Term Contract)

New Client Adviser

Senior IFA Administrator / Trainee Paraplanner

Technical IFA Administrator / Junior Paraplanner

Digital Marketing Assistant

Trading Underwriter

IFA Administrator

Key Account Manager

Private Client Tax Senior

I want to receive the latest job alerts for private wealth in tipton, wmd

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