Wealth Manager jobs in Bromsgrove

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 candidate will have experience in Financial Services and strong communication skills. The position...

A leading independent financial advisory firm in the UK seeks a Client Reporting Team Supervisor to oversee the administration of client reporting processes. This full-time role involves managing the accuracy of annual valuation reports and quarterly transactional reports while supervising a team. Ideal candidates will have extensive team management experience in financial services, a solid...

You will sit at the intersection of commercial performance and advice governance, ensuring advisers are supported to grow sustainable businesses while delivering high‐quality, compliant financial planning.

You will take responsibility for a regionally aligned group of Independent Financial Advisers, providing leadership, challenge, and support across performance, conduct, and client outcomes.

You must hold your full Level 4 Diploma in Financial Planning and have ambitions to achieve Chartered status *

You must have a professional approach to your work and be a positive representative of the brand at all timesThe CompanyThis long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients.

IFAAdministrator Located near Bromsgrove, office based Salary £26,000-£30,000 DOE Our client is seeking an organised and detail-oriented Financial Administrator to join a growing financial planning team. This role will support financial advisers by ensuring client records, documentation, and compliance requirements are handled efficiently. The successful candidate will play a key role in...

A national wealth management firm seeks an experienced Regional Adviser Manager to lead and develop a cohort of Independent Financial Advisers. This senior role focuses on improving adviser performance, retention, and ensuring compliance with FCA standards. The ideal candidate will have a proven record in leading teams, knowledge of FCA regulations, and strong performance management skills. The...

A leading financial advisory firm in the UK is seeking a Client Services Manager to oversee the Client Services Team while ensuring high-quality support for Financial Advisers. This role requires proven managerial experience in financial services and a solid understanding of FCA regulations. Benefits include flexible working, a pension scheme, and professional development opportunities. Ideal...

A renowned financial advisory firm in Bromsgrove is seeking a Training & Competence (T&C) Supervisor. The role involves overseeing T&C governance and compliance, supporting adviser development, and ensuring regulatory standards are met. The ideal candidate will have substantial experience in financial services, a Level 4 Diploma, and strong organisational and analytical skills. The firm offers...

A leading financial advisory firm in Bromsgrove is seeking a Client Services Executive. This role requires providing exceptional support to financial advisers and clients. The ideal candidate will have experience in financial services, knowledge of various financial products, and proficiency in Microsoft applications. Competitive salary and benefits, including flexible working options and...

Overview AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. 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, and a competitive...

Shape Your Future in Financial Advice – Join a Leading Independent Wealth Management Firm Are you a client-first Financial Adviser seeking the stability of an employed role with the freedom to work flexibly? This is your opportunity to join a progressive, planning-led wealth management firm as an Employed Independent Financial Adviser , with the flexibility to work remotely or from one of their...

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. 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, and a competitive salary and...

Personal Assistant to Chief Commercial Officer - Location: Bromsgrove, Worcestershire, United Kingdom - Salary: Competitive Salary and Benefits Personal Assistant to Chief Commercial Officer AFH Wealth Management is proud to be oneof the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed...

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits Paraplanning Manager AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. 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...

Business Analyst 12-month FTC (Maternity Cover) AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. Business Analysts represents the needs of customers and the business; they serve as the 'voice of the customer' and have a broad range of responsibilities. The Business Analyst must build and manage key relationships, synthesize...

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. 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....

Passionate about security operations? Join AFH Wealth Management as a Security Operations Engineer and help safeguard our clients' data and digital assets. Job Summary The purpose of this role is to operate, optimise, and continuously improve core security tools within a financial services environment, ensuring the protection of sensitive client data, transactions, and digital assets while...

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits Paraplanner AFH Wealth Management is proud to be oneof the UK's leading independent financial advisory and wealth management firms. 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...

Location: Bromsgrove, Worcestershire, United Kingdom Salary: Competitive Salary and Benefits Security Operations Engineer An opportunity to join AFH Wealth Management,oneof 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 and support our strong growth plans. This is afull-time, permanent...

You will be expected to attend the Bromsgrove office occasionally for training or team days. As our Paraplanner you will typically: Participate in and deliver comprehensive financial research, within set SLAs, on products and investments on an independent basis using company‐approved research tools