Wealth manager Work, Jobs in Wormington, Gls (with Salaries)

Private Wealth Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- Communication skills
T&C Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking
Compliance Management Executive
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Communication skills
Tool Hire Manager
Jewson —Evesham
- Full-time
- Employee discount
Risk Manager
Halfords —Redditch
- £75,000 - £80,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Programmable logic controllers
- Annual leave
- Employee discount
Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
Secret Intelligence Service —Cheltenham
- £56,962 a year
- Full-time
- Hybrid work
- Management
- Travel
- Mentoring
- Annual leave
- Work from home
7d
Territory Manager
Volvo Group —Warwick
- Sales
- Marketing
- IT
- Employee assistance programme
- Employee discount
8d
Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)
GCHQ —Cheltenham
- £56,962 a year
- Full-time
- Hybrid work
- Management
- Travel
- Mentoring
- Annual leave
- Work from home
7d
Category Buyer
Halfords —Redditch
- Full-time
- Hybrid work
- Management
- Annual leave
- Employee discount
13d
Vulnerability Manager
Iress Limited —Cheltenham
- Full-time
- Hybrid work
- In-person
- School
- Annual leave
- Life insurance
12d
B2B Account Manager
Halfords —Redditch
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Contracts
- Time management
- Annual leave
- Employee discount
Senior Trade and Account Manager
Halfords —Redditch
- £42,000 - £47,000 a year
- Full-time
- Hybrid work
- Business development
- Analysis skills
- Negotiation
- Annual leave
- Employee discount
PMO Practice Lead
Halfords —Redditch
- Full-time
- Hybrid work
- Financial services
- Annual leave
- Employee discount
Service Assurance Manager - Retail & Customer
Halfords —Redditch
- Full-time
- Hybrid work
- Organisational skills
- Contracts
- Annual leave
- Employee discount
Data Product Manager
Halfords —Redditch
- Full-time
- Hybrid work
- IT
- Annual leave
- Employee discount
Private Client Tax Senior
Ballards LLP —Droitwich
- Full-time
- Hybrid work
- Microsoft Outlook
- Communication skills
- Tax experience
Quick apply
B2B Client Success Manager
Halfords —Redditch
- Up to £35,000 a year
- Full-time
- Hybrid work
- Contracts
- Annual leave
- Employee discount
Data Architect
St. James's Place —Cirencester
- Full-time
- Hybrid work
- IT
- Financial services
- Annual leave
Senior FP&A Manager
Halfords —Redditch
- Full-time
- Hybrid work
- Microsoft Excel
- Programmable logic controllers
- Accounting
- Annual leave
- Employee discount
2d

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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 manager jobs in wormington, gls

Private Wealth Administrator

T&C Administrator

RBC Brewin Dolphin - Wealth Manager - West of England

Compliance Management Executive

Tool Hire Manager

Risk Manager

Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)

Territory Manager

Associate Procurement Lead (Government Equivalent – Associate Commercial Lead)

Category Buyer

Vulnerability Manager

B2B Account Manager

Senior Trade and Account Manager

PMO Practice Lead

Service Assurance Manager - Retail & Customer

Data Product Manager

Private Client Tax Senior

B2B Client Success Manager

Data Architect

Senior FP&A Manager

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