6 Wealth Management jobs in Birmingham.

Hiring now: Technology Development Un @ Markel, Financial Planning Client @ Evelyn Par, Private Client Tax Asst M @ Sw.Explore more at jobswithgpt.com.

🔥 Skills

administrative support (3) back-office systems (3) investment managers (3) client relationships (2) meeting preparation (2) client records (2) Client Administrator (2) Underwriting (1) Broker relationships (1) Technology (1)

📍 Locations

Birmingham (6)
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Markel

Technology Development Underwriter Birmingham
Skills & Focus: Underwriting, Broker relationships, Technology, Professional Indemnity, Commercial Combined, Liability classes, CRM system, New business service, Coaching and mentoring, Pension scheme
About the Company: Markel Corporation (NYSE – MKL) a Fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist adviso…
Experience: Proven relevant underwriting experience in an underwriting role and demonstrable technical skills
Salary: Great salary plus car allowance & generous quarterly bonus
Type: Hybrid
Benefits: 25 days paid holiday (pro rata) plus Bank Holidays, opportunity to buy/sell extra leave, fantastic company pension sche…

Evelyn Partners

Financial Planning Client Administrator Birmingham
Skills & Focus: financial planning, client administrator, administrative support, client relationships, meeting preparation, client records, back-office systems, investment managers, business pitches, positive client experience
Benefits: Access to structured training programme, continuous professional development.

S&W

Private Client Tax Assistant Manager Birmingham
Skills & Focus: Private Client Tax, Advisory, Compliance, Tax Planning, Client Relationships, Financial Performance, Business Development, Networking, Professional Qualifications, Client-Focused
About the Company: At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 …
Experience: Experience within a professional services or accountancy firm, ideally in a private client tax environment.
Type: Full-time
Benefits: Competitive salary, Private medical insurance, Life assurance, Pension contribution, Hybrid working model (role depende…

Evelyn Partners

Client Administrator Birmingham
Skills & Focus: Client Administrator, Financial Planners, client experience, administrative support, relationship building, operational teams, meeting packs, valuations, investment managers, back-office systems
Benefits: Access to structured training programme, ongoing studying and qualifications, collaboration opportunities with experien…
Client Administrator Birmingham
Skills & Focus: client outcomes, finacial planning, client relationships, administrative support, meeting preparation, investment managers, back-office systems, client records, new business pitches, training and competency
Benefits: Access to structured training programme and continuous professional development.
Financial Planning Client Administrator Birmingham
Skills & Focus: Financial Planning, Client Administrator, Administrative Support, Client Outcomes, Team Collaboration, Relationship Building, Meeting Preparation, Back-office Systems, Client Records, Investment Pitches
Benefits: Access to structured training programme offering Training & Competency oversight, ongoing studying and qualifications.