Wealth management jobs in BromsgroveCreate job alerts

Job Title: Paraplanner Industry: Financial Planning Location: Bromsgrove Salary: £35,000 – £45,000 Job Reference: 9725 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in the West Midlands to join a leading UK wide Independent Financial Advice firm. This is an excellent opportunity to be part of a progressive and client-focused, financial planning-led wealth management firm dealing with HNW clients across the county. They have a great, dynamic culture where the whole team can have fun to grow in their career with a thirst for excellence & customer service. Due to their continued success, they are looking to bring on a Paraplanner to be based in their Bromsgrove office Benefits: • Salary negotiable dependent on skills and experience up to £45,000, • Discretionary bonus scheme, • The company will match pension contributions up to the rate of 5%, • Generous sick pay, • Predominantly work from home, • Group death in service, • Group Income Protection, • Assistance with future examinations, • 28 dates annual leave (FTE), • Online discounts portal Skills and experience required: • A minimum of 2+ years working in a Paraplanning p...

In this role, you'll work closely with clients to understand their financial goals, create clear, tailored strategies, and guide them on their journey to financial independence. Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm. Are you a client-first Financ

Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and financial planning report. AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. To overs

A leading financial advisory firm in Bromsgrove is seeking an IT Support Engineer to ensure smooth IT operations. This full-time position offers benefits like flexible working, professional development opportunities, and a contributory pension scheme. The role involves supporting colleagues, trouble

If you are interested in becoming a part of our growing community as our Business Analyst, get in touch and click ‘APPLY’ today or email us via recruitment@afhgroup. AFH Wealth Management is proud to be oneof the UK’s leading independent financial advisory and wealth management firms. The Busi

A leading independent financial advisory firm in Bromsgrove is seeking a Business Analyst for a 12-month FTC (Maternity Cover). Proven experience in business analysis within Financial Services and strong problem-solving skills are essential.

Working closely with our Acquisitional Sites, undertaking visits where necessary for fault resolution and service requirements and providing expert IT support services, troubleshooting hardware, software and network issues efficiently. You will work alongside the IT Service Lead and wider team to de

Investment Support Administrator - Client Reporting. Investment Support Admin - Client Reporting. Investment Support Admin - Client Reporting.

The Team works with clients across the sector including asset & wealth management, banking, and insurance. As an Associate Director in Internal Audit within the Financial Services Risk Consulting team, you will play a key leadership role in delivering high-quality internal audit and risk assuran

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services.Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners.We have a clear purpose and a shared commitment to shape a better fut

Financial Services Administrator Location: Kidderminster Company: Vertis Private Wealth Management Ltd Salary: Circa £33,000 based on experience We are an independent firm specialising in investment advice and we are looking for an enthusiastic and experienced financial services administrator to jo

Interested in this Wealth Management Operations Manager role?. We are recruiting for a successful wealth management firm who are looking for an. This role doesn t require office management in the facilities sense, as the team are based in stunning serviced offices.

Essential: Experience within the Wealth Management industry, specifically involving Wealth Manager payroll and reward. Opportunity to join a respected Wealth Management organisation in a high‑impact, visible role. This temporary role based in London requires expertise in payroll management and rew

As the Trading & Supervisory Management Control Manager within Control Management, you will be part of an agile, future-focused, and collaborative team. Demonstrated expertise in risk or control management within the financial services sector, with a focus on compliance and operational risk mitigati

A leading asset management firm in the UK seeks a Compliance Monitoring Officer to join its team.

This role involves participating in audit activities, executing complex audits, and communicating findings to management.

A leading global investment manager is offering a Level 4 apprenticeship within their Wealth Management division, Cazenove Capital. The programme provides practical experience in investment management and supports professional qualifications.

Join PwC’s rapidly growing Asset & Wealth Management (AWM) tax advisory team and make an impact in one of the most dynamic areas of Financial Services. Qualified (legal/accountancy) managers with strong global asset and wealth management tax experience to manage client teams and work closely with

Asset Wealth Management Workplace Audit Solutions Audit Associate. We are seeking a talented Audit Associate to join our Asset and Wealth Management Workplace Solutions Audit team. As an Asset Wealth Management Workplace Audit Solutions Audit Associate in Internal Audit department you will be a part

Interested in working for one of the fastest-growing wealth management platforms headquartered in the US?.

A financial services consultancy in the UK is seeking a Client Services Manager to oversee daily operations and lead a team of 6-7 associates.The role involves managing operational processes, enhancing customer experiences, and ensuring compliance with regulations.Ideal candidates will have strong l

Passionate about security operations? Join AFH Wealth Management as a Security Operations Engineer and help safeguard our clients' data and digital assets. Conduct risk assessments and vulnerability management to identify, track, and remediate threats across platforms and AI models. Experience in fi

Asset & Wealth Management - Full-Stack Software Engineer - Analyst - Birmingham. Goldman Sachs is seeking a Full-Stack Software Engineer - Analyst to design, develop, and maintain both front-end and back-end components of our applications within the Asset & Wealth Management division. Database Manag

A leading independent financial advisory firm in Bromsgrove is seeking an Investment Support Administrator for a full-time role.This hybrid position involves generating switch forms through the CRM system and responding to team queries.The ideal candidate should have strong attention to detail, be a

Goldman Sachs Asset & Wealth Management - Sales Support Analyst (Benelux) - London. The BeNeLuxThird Party Wealth (TPW) Sales Team is responsible for new business development and managing existing third-party distribution client relationships with, for example, private banks, wealth managers, financ

Asset & Wealth Management - Head of Institutional Marketing, EMEA - Executive Director. Division: Asset & Wealth Management. Risk management: Maintaining strict adherence to regulatory and procedural guidelines for all marketing communications including proactive management of operational risk.

A leading financial services group in the UK seeks a Client Director to provide financial advice and wealth management services.

A rapidly growing Wealth Management Consultancy is seeking experienced candidates to engage with leading players in the industry. The ideal candidate will have at least 5 years in Wealth Management, strong skills in relationship building, problem solving, and leadership.

A leading global financial services firm is seeking candidates for their 15-week Asset & Wealth Management Re-Entry Program in London.

A leading AI consultancy in Greater London is seeking a Head of Asset Management. The ideal candidate has strong connections in asset management, a proven record in AI-driven change, and excellent communication skills.

A leading global insurance and risk management firm is seeking Client Management Apprentices in the UK to support client service activities in Birmingham, Farnborough, St Albans, and Leeds/Manchester. Successful candidates will engage in project management, assist with pension scheme operations, and

Ideal candidates will have a strong background in consulting within the Wealth and Asset Management sector, along with excellent interpersonal skills and a proven ability to lead transformation initiatives.

Manager, Process and Controls – Wealth Asset Management. Experience in Wealth or Asset Management is preferred. Wealth and/or Asset Management sectors.

The ideal candidate will bring extensive experience in Wealth and Asset Management, leading client engagements, and driving business development.

Join to apply for the Asset Wealth Management Workplace Audit Solutions Audit Associate role at JPMorganChase. We are seeking a talented Audit Associate to join our Asset and Wealth Management Workplace Solutions Audit team. Experience in financial services, wealth management, trading and/or brokera

A leading wealth management firm is seeking a Pricing Analyst for a fixed-term contract.

Our client is a fast-growing UK wealth management group, backed by institutional investors and recognised for its exceptional client service, regional presence, and acquisition-led growth strategy. Extensive experience in a senior risk and/or compliance leadership role within a regulated wealth or a

As an Asset & Wealth Management Senior Associate in this key financial services tax team, you will be working alongside experienced teams, helping to provide excellent quality compliance and advisory services to a high profile portfolio of both UK and multinational clients. As an Asset and Wealth Ma

A leading financial advisory firm in the UK is seeking a Business Analyst for a 12-month fixed-term contract.This role includes evaluating business processes, collaborating with various stakeholders to enhance operational efficiency, and supporting digital transformation initiatives.The ideal candid

The Paraplanner will support a team of Wealth Managers / Wealth Planners in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support. Minimum of 2 years’ experience in a similar Paraplanner or

We provide a wide range of wealth management services, designed to meet the individual needs of our clients, from complex financial planning and portfolio management services to high net worth and ultra-high net worth private individuals, family offices, businesses and pension plans. Department: Wea

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Morgan Asset Man

A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnersh

A leading wealth management consulting firm in London seeks a Senior Operations Specialist to manage operational processes, enhance customer experiences, and solve complex problems.

A full stack engineering role building digital wealth management platforms used by advisers and investment teams. Investment or portfolio management knowledge. Financial services or wealth tech exposure.

Morgan Asset Management’s strategic marketing objectives in EMEA, and enhance the firm’s reputation as a trusted investment partner. You will have extensive asset management writing and editorial experience, including broad financial market and macroeconomic knowledge, and the ability to work on

An international financial advisory firm in Greater London seeks a Senior Mortgage Adviser to lead its mortgage services.The role involves providing expert advice on residential and buy-to-let mortgages to clients, including those with complex financial situations.You will drive the growth of the mo

Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Wealth Management helps individuals, families, and foundations take a more intentional approach to their wealth or finances to better define, focus and realise their goals. Fellowship pl