4 Wealth Management Jobs in the West Midlands

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 »

Role: Analyst OR Associate - Investor Client Relations (Private Equity) Location: Birmingham City (UK) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including clean energy, private equity (primaries, secondaries and co-investments) and private credit. Established in 1988, the Firm has extensive … knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 12 offices in … Associate to join our investors Client Relations team to support, co-ordinate and assist the Client Relations Team Manager with the day-to-day management of existing investor client relationships as well as the investor activities for Capital Dynamics globally. The Analyst or Associate will work closely with investment 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 »

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 »