Wealth advisory manager Work, Jobs in Birmingham, 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
Audit Quality - Corporate Reporting Advisory Senior Manager
BDO —Birmingham
- Full-time
- Accounting
- Financial services
- Communication skills
Valuations Director
BDO —Birmingham
- Full-time
- Leadership
- Tax experience
Business Development Manager
BDO —Birmingham
- Full-time
- Sales
Audit Stream Learning and Development - US Curriculum Lead
BDO —Birmingham
- Full-time
- Management
- Travel
- Communication skills
Integration Manager
AFH Financial Group —Bromsgrove
- Full-time
- Microsoft Excel
- Management
- Analysis skills
- Employee discount
Head of Markets Activation
BDO —Birmingham
- Full-time
- Sales
11d
Head of New Business
BDO —Birmingham
- Full-time
- Sales
- SQL
- Contracts
11d
Compliance Management Executive
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
2026 UK Graduate Technical Project Management Career Path
Mott MacDonald —Birmingham
- Full-time
- Bachelor's degree
- Communication skills
M&E Cost Manager
Rider Levett Bucknall —Birmingham
- Full-time
- Hybrid work
- Gym membership
Quick apply
Deal Advisory Tax Senior Manager - Corporates & Traditional FS
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Project management
Corporate Tax Manager
BDO —Birmingham
- Full-time
- Leadership
- Tax experience
Expatriate Tax Manager
BDO —Birmingham
- Full-time
- Leadership
- Tax experience
Group Tax Manager
Halfords —Redditch
- £55,000 a year
- Full-time
- Hybrid work
- Accounting
- Organisational skills
- Leadership
- Annual leave
- Employee discount
Private Client Tax Senior
Ballards LLP —Droitwich
- Full-time
- Hybrid work
- Microsoft Outlook
- Communication skills
- Tax experience
Quick apply
Deal Advisory Tax Senior Manager - Infrastructure
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Project management
Associate Director - Transaction Services
KPMG —Birmingham
- Full-time
- Remote
- Microsoft Powerpoint
- Analysis skills
- Presentation skills
- Employee assistance programme
- Employee discount

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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 advisory manager jobs in birmingham, wmd

Private Wealth Administrator

Audit Stream Learning and Development - Learning Compliance Lead

Audit Quality - Corporate Reporting Advisory Senior Manager

Valuations Director

Business Development Manager

Audit Stream Learning and Development - US Curriculum Lead

Integration Manager

Head of Markets Activation

Head of New Business

Compliance Management Executive

T&C Administrator

2026 UK Graduate Technical Project Management Career Path

M&E Cost Manager

Deal Advisory Tax Senior Manager - Corporates & Traditional FS

Corporate Tax Manager

Expatriate Tax Manager

Group Tax Manager

Private Client Tax Senior

Deal Advisory Tax Senior Manager - Infrastructure

Associate Director - Transaction Services

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