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

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
Estate Planning and Financial Services Administrator, 8.30am-4.30pm (8-4pm on Fridays)
Dunham McCarthy Ltd —Stafford
- From £25,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
Quick apply
14d
Paraplanner
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Office
- Employee discount
Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
14h
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
10d
Financial Planner
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Data Administrator
Brumjobs —Bromsgrove
- £12.71 an hour
- Temporary
- Communication skills
13d
Junior Financial Services Administrator
Rothesay Bennett Financial Planning —Coventry
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Annual leave
Quick apply
14h
Customer Service Administrator (TRA)
The Right Advice —Solihull
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Customer service
- Microsoft Office
- Referral programme
- Sick pay
Quick apply
IFA Administrator
Warwick Nub News —Leamington Spa
- £28,000 - £32,000 a year
- Hybrid work
5d
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Financial Adviser
Partnership Recruitment —Norton Canes
- £35,000 a year
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
4d
Paraplanner
Warwick Nub News —Warwick
- Up to £38,000 a year
- Organisational skills
- Employee assistance programme
4d
Senior IFA Administrator - Financial Planning
Warwick Nub News —Warwick
- Up to £35,000 a year
- Hybrid work
- Microsoft Office
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
6d
Financial Planner
Evelyn Partners —Birmingham
- Full-time
- Hybrid work
- Communication skills
Quick apply
11d
Associate Pensions Consultant
Gallagher Benefit Services —Birmingham
- Microsoft Office
- Communication skills
- Employee stock purchase plan
- Life insurance
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Wealth Planner - Wealth Management
Barclays —Birmingham

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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

financial advisory occupations jobs in birmingham, wmd

Private Wealth Administrator

Estate Planning and Financial Services Administrator, 8.30am-4.30pm (8-4pm on Fridays)

Paraplanner

Financial Services Administrator

Pensions Officer

Financial Planner

Administrator - Employee Benefits

Data Administrator

Junior Financial Services Administrator

Customer Service Administrator (TRA)

IFA Administrator

Senior Financial Planning Administrator

Financial Adviser

Senior Financial Planning Administrator

Paraplanner

Senior IFA Administrator - Financial Planning

Financial Planner

Associate Pensions Consultant

Administrator

Wealth Planner - Wealth Management

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