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

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Audit Stream Learning and Development - Learning Compliance Lead
BDO —Birmingham
- Full-time
- Leadership
Marketing & Design Manager
Lasan Group —Solihull
- £40,000 a year
- Full-time
- In-person
- Restaurant
- Restaurant experience
- Free parking
- Employee discount
Quick apply
Valuations Director
BDO —Birmingham
- Full-time
- Leadership
- Tax experience
Business Development Manager
BDO —Birmingham
- Full-time
- Sales
Integration Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Excel
- Management
- Analysis skills
- Employee discount
Audit Stream Learning and Development - US Curriculum Lead
BDO —Birmingham
- Full-time
- Management
- Travel
- Communication skills
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
Head of Markets Activation
BDO —Birmingham
- Full-time
- Sales
11d
Compliance Management Executive
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
Freelance Supervising Social Workers for Assessments
Family Care Group —Stafford
- Full-time
- No experience needed
Key Account Manager
IQVIA —Walsall
- Full-time
- Sales
- No degree
- Negotiation
- Annual leave
- Employee discount
Head of New Business
BDO —Birmingham
- Full-time
- Sales
- SQL
- Contracts
11d
Valuer
Property Perspective —Solihull
- £35,000 - £45,000 an hour
- Full-time
- Analysis skills
- Bachelor's degree
- Travel
Quick apply
Audit Quality - Corporate Reporting Advisory Senior Manager
BDO —Birmingham
- Full-time
- Accounting
- Financial services
- Communication skills
Risk Manager
Halfords —Redditch
- £75,000 - £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Programmable logic controllers
- Annual leave
- Employee discount
Wealth Paraplanner
Royal Bank of Canada —Birmingham
- Full-time
- Customer service
- Communication skills
Existing Relationship Adviser
Lloyds Wealth —Birmingham
- £76,000 - £84,000 a year
- Full-time
- Remote
- Communication skills
- Work from home
- Flexible schedule
13d
Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
12d
Associate Cost Manager
Turner & Townsend —Birmingham
- Full-time
- Contracts
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

wealth manager jobs in bentley, wmd

Private Wealth Administrator

Audit Stream Learning and Development - Learning Compliance Lead

Marketing & Design Manager

Valuations Director

Business Development Manager

Integration Manager

Audit Stream Learning and Development - US Curriculum Lead

T&C Administrator

Head of Markets Activation

Compliance Management Executive

Freelance Supervising Social Workers for Assessments

Key Account Manager

Head of New Business

Valuer

Audit Quality - Corporate Reporting Advisory Senior Manager

Risk Manager

Wealth Paraplanner

Existing Relationship Adviser

Personal Wealth Adviser

Associate Cost Manager

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

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