wealth planning administrator jobs in Solihull

Overview Type of Position: Senior Wealth Administrator - Berkswell Pay: £30,000 - £40,000 Reference: #1877595 Role Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application...

You will work on a hybrid basis (3 days in the office once settled in). And there is some flexibility in hours for the right person. HERE'S WHAT YOU'LL NEED:

You will need some experience as a financial planning administrator. That can be in an IFA or restricted practice. You'll have good attention to detail and have a conscientious mindset.

You will be joining a Partner Practice of St. James Place and will help to lead and oversee the administrative support to the business. One of your main duties will be to help maintain existing business with current clients, whilst also helping to grow the business and bring new clients on board.

Our OEM Client based in Solihull, is searching for Strategy & Planning Analyst to join their team, Inside IR35. This is a 12-month maternity leave cover contract position.Umbrella Pay Rate: £21.75 per hour.The Opportunity:This role sits within the Site Strategy & Transformation team, contributing to long-term planning, investment governance, and the effective execution of the site's strategic...

Position Title: Strategy & Planning Assistant Duration: 12 Month Contract Location: SolihullWhat to Expect:The Strategy & Planning Assistant plays a central role in supporting the Site Strategy & Transformation department, with a strong emphasis on project controlling as a core part of the role.This position ensures that capital projects are accurately set up, monitored, and governed from...

From 2024- 2025 4,118 young people received advice and support 1,685 young people were supported by us during the year 1,053 young people lived in our 40+accommodation schemes Up to 582 young people lived with us at any one time 91% of young people moved on from St Basils in a planned, positive way CLOSING DATE: Wednesday 3rd December 2025 Job Title: Support Administrator - Solihull (Fixed...

You will be working in a team of 4 based at our client's offices.

You should have experience as an Administrator within a financial planning firm.

You should have excellent communication skills.

You should have good time management skills. The CompanyThis independent financial advice group has grown significantly since its inception in 2012, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives.

Job Description Job Title: Credit Control Administrator Role Type: PermanentLocation: SolihullHours of work: Monday to Friday 08:30 – 17:00 Summary and purpose of the Job: Wavenet is looking for a highly organised and proactive Credit Control Administrator to join our dynamic Credit Control team. This role is ideal for someone who thrives in a fast-paced environment, enjoys working...

Administrative Assistant Position: Permanent, Hybrid, Part time (25 hours/week) Compensation: Competitive Location: Tamworth Role Are you a proactive and organised individual looking to be part of a collaborative team? We are seeking a detail-oriented and proactive Administrative Assistant. The successful candidate will play a crucial role in supporting our Executive Assistant and ensure the...

Strategy & Planning Assistant - £19 per hour - 12‑Month ContractMonday to Friday, 9am-5pm Full‑time on site - SolihullAn exciting opportunity has opened for a Strategy & Planning Assistant to join a high‑performing Site Strategy & Transformation team, supporting long‑term planning, investment governance, and the delivery of critical strategic priorities.This role is perfect for someone who enjoys...

Experienced Financial Adviser Hybrid/Remote - Office based between Solihull and Coventry We are seeking an experienced Financial Adviser (2 years+) to join a highly regarded wealth firm based between Solihull and Coventry. The position offers genuine flexibility and a readymade client bank, with the option to join on either an employed or self-employed basis, and the ability to work remotely...

You will gain a world of opportunity working for a globally operating business delivering essential services across 5 vital sectors, personal growth, achievement, and development won’t be hard to find. You'll also work with great people. You’ll find yourself working in a highly motivated, supportive environment where no two days are the same, with experienced colleagues who strive for excellence.

Who We Are St. James's Place (SJP) is a leading Wealth Management company which works in partnership to plan, grow and protect our clients’ financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. The Apprenticeship Programme: Assessment Centre: Tuesday 10 March 2025 The Operations Support Apprenticeship...

People Coordinator Brookbanks operates nationwide, providing integrated and holistic consultancy services for major infrastructure and development schemes. We have a reputation for designing and delivering complex mixed-use, major residential, and commercial build projects ranging from £5m to £500m. As a UK, privately owned consultancy, we offer autonomy, flexibility and trust. Our people are...

Account Specialist Do you like being a leader, ensuring your team achieves their goals, and being able to be a positive driving force within a global organisation? Randstad is looking for an Account Specialist to ensure the smooth running of the operation across our site in Solihull, on a key account in the division, Jaguar Land Rover. There is a fantastic team of Account Specialists you'll be...

You will also liaise with key business stakeholders to ensure that solutions meet the needs of the customer.

You will adopt and support a team-based approach, proactively sharing ideas and expertise and supporting others within the team. As part of this you’ll: Develop and maintain effective working relationships with team members and customers.

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you 27/07/2025 Type of Position: Wealth Management Relationship Associate - Berkswell Pay: £23,000 - £30,000 Reference: #2482686 Wealth Management Relationship Associate - Berkswell We are looking for a new Wealth Management Relationship Associate to join our clients SJP firm, working in Berkswell....

WEALTH MANAGEMENT EXECUTIVE/PARAPLANNER - BERKSWELL We are working with a client based in Berkswell looking for an Wealth Management Executive/Paraplanner to join their team. We are looking for a candidate who has good suitability report writing experience. Our client offers flexible working arrangements , including 1 day in office and 4 days working remotely. Responsibilities Support...

You will gain a world of opportunity working for a globally operating business delivering essential services across 5 vital sectors, personal growth, achievement, and development won’t be hard to find. You'll also work with great people. You’ll find yourself working in a highly motivated, supportive environment where no two days are the same, with experienced colleagues who strive for excellence.