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Senior Administrator - Wealth Management

4 April by Brevere Group

Do you have a passion for Wealth Management? Do you strive to deliver the best outcomes for Clients and Advisors? Do you focus on delivering solutions? If the answer to these questions is yes, we would like to hear from you. Our client, an award winn...

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Financial Services Administrator - Wealth Management

Financial Services Administrator - Wealth Management Salary: 22,000 - 30,000 In office work (5 days a week) A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team. Req...

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Financial Services Administrator - Wealth Management

Financial Services Administrator - Wealth Management Salary: 22,000 - 30,000 In office work (5 days a week) A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team. Req...

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Head of Compliance Advisory

27 March by Clayton Davies Ltd

- Head of Compliance Advisory - 3 days each week out of either Birmingham or Reading - c. 150,000 Bonus Benefits Our client, a national wealth management firm, are looking for a Head of Compliance Advisory to join the team. With a strong reputation f...

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T&C Manager

This T&C Manager job in East Birmingham provides opportunity to join a growing, regional wealth management firm. As T&C Manager, you will be responsible for ensuring the business adheres to the policies set internally and by the FCA. You should be ac...

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Independent Financial Adviser

2 days ago by Ortus PSR

Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm? This opportunity could be the perfect fit, the firm offer a number of holi...

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Financial Planning Administrator

1 April by Brevere Group

Are you an experienced financial services administrator, looking for an IFA Administration role working with a close-knit team. This role offers a generous package and opportunities for development. Due to continued success in providing fee-based adv...

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Financial Adviser

Financial Adviser Are you an experienced Financial Adviser seeking an employed job with great leads? Are you looking for an exciting opportunity has arisen to join a national wealth management firm with a fantastic reputation across the market? Emplo...

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IFA Administrator

2 days ago by INTEGRO PARTNERS LTD

IFA Administrator Coventry Based Hybrid Working (after probation) 25,000 - 30,000 8% Pension Contribution BUPA Healthcare Free Parking Study Support Progression & Development This position is for an IFA administrator at a reputable Wealth Management ...

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Training and Competence Supervisor

10 April by Clayton Davies Ltd

- Training and Competency Supervisor - Midlands Based - c. 65,000 Bonus Our client, a leading wealth management firm dedicated to delivering tailored financial solutions and exceptional service to their clients, are looking for a T&C Supervisor to jo...

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Technical Paraplanner

20 March by Ortus PSR

Technical Paraplanner – Lead, Innovate & Shape the Future of Wealth Management An opportunity has arisen for an experienced Technical Paraplanner to take on a leadership role within a forward-thinking wealth management firm. This is a chance to work ...

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Senior Microsoft SQL Developer - Fintech SaaS. Full Remote

This is a fantastic opportunity to join a ground-breaking Fintech SaaS company re-defining the way that financial advisers, platforms and private wealth managers report, communicate, and exchange data with their clients. Ready to advance your career ...

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Risk and Controls Analysts

Our client, is looking for Risk and Controls Analysts to support an Asset & Wealth Management company. You will be a key member of the Monitoring & Testing function whereby you will monitor and test processes and identifying potential risks and contr...

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Financial Planning Administrator

1 April by Recruit Wealth

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Halesowen offices. With 50 offices nation...

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Technical Paraplanner

4 April by Ortus PSR

Senior Paraplanner – Mentor, Lead, and Shape the Future of Paraplanning Are you a Senior Paraplanner looking for an opportunity to make a real impact? If you’re passionate about technical excellence and want to help develop the next generation of Par...

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Risk and Controls Associate

We are recruiting Risk and Controls Associates to support an Asset & Wealth Management company. You will be a key member of the Monitoring & Testing function, working alongside analysts in monitoring and testing processes to identify potential risks ...

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Paraplanner

Job Title: Paraplanner Location: Solihull Salary: 35,000- 50,000 Join a dynamic, tech-focused boutique wealth management firm based in Solihull, backed by a leading private equity group. As part of a rapidly expanding organisation, the firm has strat...

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Paraplanner

24 March by mbf.

Paraplanner - International Wealth & Investment Management Firm Location: Birmingham City Centre (Hybrid Working Available) Salary: Up to 50,000 (Negotiable Depending on Experience) Comprehensive Benefits An excellent opportunity has arisen for an ex...

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Training & Competence Manager

27 March by Ortus PSR

Ready to Shape the Future of Financial Advice? Become the Driving Force Behind Competence & Compliance Are you passionate about people development and regulatory excellence? A rapidly growing, forward-thinking wealth management firm is on the lookout...

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Mortgage & Protection Advisor

This Mortgage Advisor job is available within an established wealth management firm who is seeking an experienced individual to join their team and provide mortgage & protection advice to their clients Their previous Mortgage Advisor retired a few ye...

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Paraplanner

11 April by mbf.

Paraplanner International Wealth & Investment Management Firm Location: Birmingham City Centre (Hybrid Working Available) Salary: Up to 50,000 (Negotiable Depending on Experience) Comprehensive Benefits An excellent opportunity has arisen for an expe...

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Paraplanner

11 April by mbf.

Paraplanner Lichfield | Up to 45,000 (Negotiable) | Office-Based We are delighted to be working with a highly regarded boutique wealth management firm in the Midlands that is looking to expand its team with the addition of an experienced Paraplanner ...

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Associate Paraplanner

4 April by Ortus PSR

Junior Paraplanner – Elevate Your Career with a Leading Wealth Management Firm Are you completing basic reports and research and looking to level up your career? Join a firm that puts people at the heart of everything it does—whether that’s helping c...

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Senior Financial Planning Administrator

Senior Financial Planning Administrator Location - Edgbaston, Birmingham Salary 26,000 - 32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Birmingham who are looking to bring on a Senior Financial Planning Ad...

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Paraplanner - Hybrid Role with Career Progression - Salary up to £45,000 - Bromsgrove

Role: Paraplanner Location: Bromsgrove - Hybrid (3 days in the office) Salary: Up to 45,000 (dependent on experience) Duration: Full-time, Permanent We are working with a renowned IFA firm that is looking for an experienced Paraplanner to join their ...

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