8 Wealth Management Jobs in the Midlands

to-day functions of the office liaising with other NFP companies Person specification Knowledge, skills and abilities: Previous experience working within the Private Client Wealth Management industry Strong working knowledge of private client back office software Good IT skills including Microsoft Office suite Experience of cashflow modelling software … written communication skills Ability to work to a high level of accuracy and prioritise effectively Education/and or Experience Previous experience in a wealth role Previous exposure within a tech enabled back office Key information: Hours: Monday – Friday, 35 Hours Location: Bromsgrove/Birmingham Hybrid If this sounds more »

from a network of 11 locations across Lincolnshire, Nottinghamshire and Leicestershire, our services include accountancy, tax and business advice, audit, marketing and sales, payroll, wealth management, legal and probate, IT solutions, and support for international trade. Our team includes more than 450 talented individuals who work together to … role: May be part qualified in the relevant field(s) - either by qualifications or experience. Strong range of IT skills and experience of database management systems High level of attention to detail and organisational skills. High standard of professional and personal conduct and ethical behaviour Strong communication skills, written more »

Digital is collaborating with a dynamic finance services company that is not only rapidly expanding but also bringing genuine value and technical excellence to wealth management/financial services firms, making it an exciting and rewarding environment for a Technical Consultant. As part of their expansion, they are … delivery-focused environment Hands-on experience in delivering a solution from inception through to implementation Strong background in client-facing roles with great stakeholder management It would be great if you also had experience in some of these, but if not, you'll be part of a team: A … broad technical background Experience in the financial services domain Architecture and system design experience Experience working directly with executive and director-level management Previous experience as a Software Engineer Carrying a set of whiteboard pens always in your bag or a Miro board available at the click of a more »

are seeking a full stack developer to join their team, you will be primarily in the development, support and testing of their Back Office Wealth Management application. You will be working in a fast-paced development environment, the candidate will be involved in all aspects of the Agile … specifications. • Estimation and production of development proposals. • Building new software in line with client specifications. • Performing solution testing to ensure system integrity. • Servicing defect management activities. • Working within a Scrum team. Key Skills and requirements: • Up to 5 years’ experience programming in any software technology. experience with any of more »

new roles for .NET Developer to join an ambitious Fintech start-up. This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client’s latest product release has changed the way people view private wealth management and … allowed them to provide their clients with an individualised, scalable asset management framework that is unrivalled in today’s market place. Our client is looking for passionate .NET Developer with experience in .NET, .NET Core/ASP.NET MVC, C# and SQL Server. Our client will provide training in: .NET more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »

grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS … need to be a success. You will also have: · Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. · A recognized qualification in a finical service discipline, something FCA related i.e. CII. · Meticulous attention to detail and the ability to … or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as more »