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

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
5d
Category Manager FTC
Molson Coors Brewing Company —Burton-On-Trent
- £47,400 - £62,160 a year
- Data analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Business Systems Advisor I NEC - Maternity Cover
Levy —Birmingham
- £30,000 a year
- Weekend availability
- Computer literacy
- Organisational skills
- Time management
Director, Wealth Manager
Royal Bank of Canada —Birmingham
- Full-time
- Business development
- Team management
- Financial services
14d
Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Continuous improvement
- Team management
- Mentoring
- Employee assistance programme
Financial Adviser Administrator
Temple Row Wealth Management —Sutton Coldfield
- £27,000 - £29,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- CRM software
- Free parking
- Annual leave
Quick apply
1d
Business Acceptance Analyst
Gateley —Birmingham
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
9d
Asset & Wealth Management - Change Management – Associate - Birmingham
Goldman Sachs —Birmingham
- Full-time
- Project management
- Conflict management
- Communication skills
- Employee assistance programme
10d
Internal Audit, Asset & Wealth Management Technology Audit, Vice President, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Master's degree
- Analysis skills
- AI
- Employee assistance programme
Innovation and Legal Technology Senior Manager
Trowers & Hamlins —Birmingham
- Full-time
- Hybrid work
- AI
- Leadership
Quick apply
Project Manager
Isio Group —Birmingham
- Full-time
- Agile
- Budgeting
Trade Compliance Manager - Aerospace & Defence Sector
Parker Hannifin Corporation —Coventry
- Full-time
- Contracts
- Free parking
- Employee assistance programme
Business Development Manager
EBI Portfolios —Aldridge
- CRM software
- Business development
- Analysis skills
- Annual leave
Investment Manager
Quilter —Birmingham
- Full-time
- Communication skills
Financial Services Operations Manager
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Team management
- Employee discount
Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Data analysis skills
- Training & development
- Banking
- Employee assistance programme
Technical Lead
Serco Group —Solihull
- £65,000 a year
- Full-time
- Google Suite
- Mentoring
- SharePoint
- Employee assistance programme
- Employee discount
Associate Cost Manager
Turner & Townsend —Birmingham
- Full-time
- Team management
- Contracts
- Negotiation
Quick apply
Talent Acquisition Coordinator
Serco Group —Solihull
- Full-time
- Hybrid work
- Research
- Communication skills
- Employee assistance programme
- Employee discount
8d
Area Manager - Dordon CFC2
Ocado Logistics —Tamworth
- Weekend availability
- Continuous improvement
- Communication skills
- Employee discount
1d

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

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

Permanent | Full-time
5 days ago

Benefits

Company pension

Qualifications

Stakeholder collaboration
Stakeholder liaison
Microsoft Office Suite
Numeracy
Communication skills

Full job description

Annual salary: Competitive Salary and Benefits

Private Wealth Administrator

Location: Bromsgrove (B60 4JE)

Contract type: Permanent, hybrid working

Working hours: Full‑time, Monday to Friday, 08:00-16:30

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 kingstanding, wmd

Private Wealth Administrator

Category Manager FTC

Business Systems Advisor I NEC - Maternity Cover

Director, Wealth Manager

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

Financial Adviser Administrator

Business Acceptance Analyst

Asset & Wealth Management - Change Management – Associate - Birmingham

Internal Audit, Asset & Wealth Management Technology Audit, Vice President, Birmingham

Innovation and Legal Technology Senior Manager

Project Manager

Trade Compliance Manager - Aerospace & Defence Sector

Business Development Manager

Investment Manager

Financial Services Operations Manager

Marcus by Goldman Sachs, Team Leader, Analyst, Birmingham

Technical Lead

Associate Cost Manager

Talent Acquisition Coordinator

Area Manager - Dordon CFC2

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected