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Hybrid Investment Admin - Entry Point in Wealth Management

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Quilter
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Birmingham is seeking an individual for a role in their investment management team. You will assist in client reviews, prepare investment proposals, and manage suitability letters.

This role offers a hybrid working environment and provides strong training opportunities, making it an excellent entry point into the financial services industry. Ideal candidates will have strong communication skills and a passion for finance.
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