wealth 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
7d
Business Acceptance Analyst
Gateley —Birmingham
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Wealth Manager - Wealth Management
Barclays —Birmingham
Proposal Hub Content Manager (18 to 24 months)
BDO —Birmingham
- Full-time
Marcus by Goldman Sachs, Contact Centre Team Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Banking
- Employee assistance programme
Existing Relationship Adviser
Lloyds Wealth —Birmingham
- £76,000 - £84,000 a year
- Full-time
- Remote
- Communication skills
- Work from home
- Flexible schedule
19h
Marcus by Goldman Sachs, Complaints Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Leadership
- Communication skills
- Employee assistance programme
Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Mentoring
- Communication skills
- Employee assistance programme
New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
19h
Marketing & Design Manager
Lasan Group —Solihull
- £40,000 a year
- Full-time
- In-person
- Restaurant
- Restaurant experience
- Free parking
- Employee discount
Quick apply
12d
Revenue Manager
Trowers & Hamlins LLP —Birmingham
- Full-time
Risk Manager
Halfords —Redditch
- £75,000 - £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Programmable logic controllers
- Annual leave
- Employee discount
Investment Manager
Quilter —Birmingham
- Full-time
- Communication skills
Email and Automation Manager
BDO —Birmingham
- Full-time
- Microsoft Outlook
1d
CCaaS & Voice Specialist
Serco Group —Birmingham
- £65,000 - £75,000 a year
- Full-time
- AWS
- Agile
- IT
- Employee assistance programme
- Employee discount
Audit Stream Learning and Development - Learning Compliance Lead
BDO —Birmingham
- Full-time
- Leadership
Stylist - Rodd and Gunn - John Lewis Solihull
Rodd&Gunn UK Ltd —Solihull
- Weekend availability
- Microsoft Outlook
- Customer service
- Merchandising
- Employee discount
Quick apply
2d
Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Banking
- Employee assistance programme
Marcus by Goldman Sachs, Fraud Investigations and Operations Manager, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Employee assistance programme
Change Management Office (CMO) Manager
Trowers & Hamlins LLP —Birmingham
- Full-time
- Communication skills
1d

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Private Wealth Administrator

AFH Financial Group -
Bromsgrove

Apply Now

Job details

Full-time
7 days ago

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 birmingham, wmd

Private Wealth Administrator

Business Acceptance Analyst

Wealth Manager - Wealth Management

Proposal Hub Content Manager (18 to 24 months)

Marcus by Goldman Sachs, Contact Centre Team Manager, Associate, Birmingham

Existing Relationship Adviser

Marcus by Goldman Sachs, Complaints Manager, Associate, Birmingham

Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham

New Client Adviser

Marketing & Design Manager

Revenue Manager

Risk Manager

Investment Manager

Email and Automation Manager

CCaaS & Voice Specialist

Audit Stream Learning and Development - Learning Compliance Lead

Stylist - Rodd and Gunn - John Lewis Solihull

Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham

Marcus by Goldman Sachs, Fraud Investigations and Operations Manager, Analyst, Birmingham

Change Management Office (CMO) Manager

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