Private Wealth Administrator - Bromsgrove

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. · Processing new business ...

Wealth Administrator supporting the team of Planners and Paraplanners with varied tasks to provide high standard service to clients.Preparing documentation for client meetings, sending letters of authority, and liaising with providers. · ...

We're partnering with a respected, long-established wealth management firm celebrated for its personal touch, strong values, and unwavering commitment to doing the right thing for its clients. With steady growth and an enviable reputation across the region, · Working closely with ...

We are seeking a Client Services Administrator to join a well-established Wealth Management firm. · Schedule and confirm client appointments · Maintain accurate client records in line with compliance standards · ...

We are seeking a Client Services Administrator to join a well-established financial services firm with over 20 years of experience delivering exceptional advice and outstanding client service. This is a fantastic opportunity to work within a vibrant, fast-paced environment alongs ...

We're on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. · The primary purpose of the role is to assist our in-house Financial Advisers with all aspects of customer applications, · following up and chasing lender ...

We believe that our success starts with our people. We are looking for a determined and eager person to join our team as an Investment Support Administrator. · As an Investment Support Administrator your responsibilities are to:Generate switch forms and accurately rebalance clien ...

The Paraplanning Administrator role at AFH Wealth Management involves supporting Financial Advisers and Paraplanners in delivering high-quality financial advice by handling administrative duties to support client requests. · ...

We are looking for those of you who wish to grow with us as a business and support our strong growth plans.This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. · ...

+ Generate targeted number of Annual valuation reports, updating the CRM with valuations and transactions. · + Complete all tasks delegated by the Client Reporting Team Supervisor and Senior Administrators to meet SLAs · + Support in the delivery of Quarterly Transactional repo ...

A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities. You will join us on a full-time a ...

We are looking for those of you who wish to grow with us as a business in our Bromsgrove office with hybrid working opportunities.You will join us on a full-time, permanent basis and in return, you will receive a competitive salary plus a range of benefits. · ...

We believe that our success starts with our people.This is a full-time, permanent opportunity. · ...

This is a full-time, permanent opportunity for an Acquisitions Administrator at AFH Wealth Management. · ...

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, · The purpose of this role is ...

+We are looking for an experienced financial adviser to join our team. As an independent financial adviser you will understand your clients' current and future financial goals and formulate easy to understand financial strategies. · +Follow the Six-Stage Advice Process to build l ...

We are seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. · ...

We are proud to be one of the UK's leading independent financial advisory and wealth management firms. · If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity ...

Job summaryFull-time permanent opportunity with hybrid working at AFH Wealth Management. Process driven role generating switch forms through CRM system. Responsibilities include generating switch forms and rebalancing clients on platforms. · Generate switch forms and accurately r ...

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. · ...