Financial advisory Work, Jobs in Birmingham, Eng (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Legal Administrator Birmingham
Bevan Brittan —Birmingham
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
12d
Accounting Technician
Solihull Metropolitan Borough Council —Solihull
- £26,824 - £37,280 a year
- Full-time
- Microsoft Excel
- Oracle
- Administrative experience
- Annual leave
12d
Financial Reporting Advisory Director
Grant Thornton UK LLP —Birmingham
- Full-time
- Business development
- Accounting
- IT
Senior Business Analyst 12 Month FTC
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Audit Quality - Corporate Reporting Advisory Senior Manager
BDO —Birmingham
- Full-time
- Accounting
- Communication skills
Associate Consultant, Insolvency Support Team
Teneo —Birmingham
- Hybrid work
- Microsoft Office
- Data entry
- Communication skills
3d
Associate Director - Healthcare Advisory
KPMG —Birmingham
- Part-time
- Project management
Compliance Management Executive
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
Compliance, Asset Wealth Management Compliance, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Organisational skills
- Communication skills
- Employee assistance programme
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Insurance Paralegal
Bevan Brittan —Birmingham
- Hybrid work
- Organisational skills
- Communication skills
- Office experience
- Employee assistance programme
2d
Analyst, Data Analytics - Transaction Services - Birmingham
Alvarez and Marsal —Birmingham
- Full-time
- Computer Science
- Data analysis skills
- English
Solicitor – Corporate
Fieldfisher —Birmingham
- Full-time
- Business development
- Organisational skills
- Time management
- Work from home
Senior Executive - Risk Advisory Services
BDO —Birmingham
- Full-time
- Analysis skills
- Organisational skills
- AI
Advice Quality Assurance Technician
AFH Financial Group —Bromsgrove
- Full-time
- Customer service
- Microsoft Office
- Employee discount
Analyst, Data Analytics - Transaction Services - Birmingham
Alvarez & Marsal —Birmingham
- Computer Science
- Data analysis skills
- English
Integration Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Excel
- Management
- Analysis skills
- Employee discount
Solicitor (Construction)
Ward Hadaway LLP —Birmingham
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
- Annual leave
9d
Account Handler
NFP Corp —Birmingham
- Full-time
- Hybrid work
- Sales
- Computer literacy
- Organisational skills
- Annual leave
- Employee discount
4d

I want to receive the latest job alerts for financial advisory in birmingham, eng

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

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

financial advisory jobs in birmingham, eng

Private Wealth Administrator

Legal Administrator Birmingham

Accounting Technician

Financial Reporting Advisory Director

Senior Business Analyst 12 Month FTC

Audit Quality - Corporate Reporting Advisory Senior Manager

Associate Consultant, Insolvency Support Team

Associate Director - Healthcare Advisory

Compliance Management Executive

Compliance, Asset Wealth Management Compliance, Analyst, Birmingham

Paraplanner

Insurance Paralegal

Analyst, Data Analytics - Transaction Services - Birmingham

Solicitor – Corporate

Senior Executive - Risk Advisory Services

Advice Quality Assurance Technician

Analyst, Data Analytics - Transaction Services - Birmingham

Integration Manager

Solicitor (Construction)

Account Handler

I want to receive the latest job alerts for financial advisory in birmingham, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected