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The ideal candidate will be adept at managing multiple tasks, ensuring smooth office operations.Submit life insurance applications to insurers, ensuring all required information is complete and accurate.Communicate with clients via phone and email to gather necessary information and provide updates on application status.
Head of Wealth Management - 3 days in the office and 2 days working from home. Responsible for driving attainment of key performance targets. Promote strong and effective working relationships and communications with staff. Work with Head of Private Banking to develop the team’s Business strategy.
Wealth Management Administrator. Based in the City of London. Working 3 days in office. Salary £35,000 to £50,000. Must have knowledge of Xplan. Must be able to work from home. Will be available to work anywhere in the UK.
Head of Wealth Management at First Bank of Africa. Three-day work week, two-day weekend. Full-time job with full benefits. Can work from anywhere in the world. Must be able to work from home. Must have a good knowledge of the business.
Wealth Management Administrator - New Opportunity. We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London. The successful applicant will be the main liaison between the client and the Adviser.
Wealth Management Administrator Nottinghamshire (ref AL1361) Salary dependant upon experience + full benefits package and hybrid My client is an award-winning IFA based in Nottinghamshire. You’ll be part of a team that values your contribution and offers the chance to grow.
Our client is a leading wealth management firm. They are seeking an Incident Resolution Lead to join their London team. This role offers a competitive salary of £75,000 and the opportunity to work in a company that values diversity, ambition, and rewards high performance.
We are looking to take for a Wealth Management Team Leader to join our clients team based in Esher, Surrey. 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...
Client Services Administrator – Financial Services. Howard James Recruitment are proud to be working in partnership with a long-standing and growing financial services firm. This is a brilliant opportunity for someone with experience in the financial services sector who is looking to take the next step in their career.
A university degree (2:1 minimum) is required for this role. With at least 7 years' experience in a similar role, you'll have strong knowledge of industry practices and UK regulations. Your ability to communicate clearly at all levels both internally and externally will be key.
The Practice Administrator will provide efficient and effective administrative support to the financial advisory team. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm. This is the ideal opportunity for a...
Job Title: Personal Assistant (Wealth Management) Location: Sheffield Salary: Up to £30,000 (Depending on experience) Industry: Financial Planning / Wealth ManagementReference Number: 9632. Are you a proactive, detail-oriented professional with a passion for organisation?
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Castlegate Financial Management is seeking a Compliance Manager. This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance, including the completion of regular file checks and competence assessments. Supporting the growth of Castlegate and the wider Duncan & Toplis Group.
Account Executive / Trainee Financial Adviser. London. Role will mainly involve working within the London office of a rapidly growing national firm carrying out a variety of duties. Those applying for this role will have a number of years’ industry experience and have started studying towards their Diploma in Regulated Financial Planning.
The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred.
Wealth Management & Mortgage Administrator.Location: Knightsbridge, London - In office. Part-time position / 3-4 days per week, potential for full time for the right candidate.Salary: £26,000 - £32,000 (pro-rata, depending on number of days)
Compliance Manager - Wealth Management. £100-120,000 + Package.Client - A leading International Wealth Manager who provides Wealth and Investment Management Advice to HNW private clients often with complex multi-jurisdictional requirements. They manage over £3 billion in AUM for private clients who have UK & International ties.
Castlegate Financial Management is seeking a Compliance Manager. This role will be instrumental in ensuring the firm continues to be compliant with new regulations and guidance. Supporting the growth of Castlegate and the wider Duncan & Toplis Group. Please make an application promptly if you are a good match for this role.
A major US-based asset manager, publicly listed on the NYSE and a constituent of the S&P 500, is hiring an Operations Associate within the Technical Operations team. This role supports a variety of technical and reconciliations-driven functions critical to the integrity of investment systems and client reporting.
Up to £30,000 + Great Benefits
An exciting and varied new entry level position is now available for a proactive, detail-oriented graduate calibre individual to support our client's team in the smooth running of day-to-day business processes. This r...
Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London. The firm are looking for an individual who is looking for support to finish their qualifications and move on to becoming a competent adviser within 12-18 months.
Meraki Talent have been appointed by a global banking client. They are looking to appoint an Senior Manager within Wealth Management to drive their wealth strategy. Key Responsibilities: Lead, coach, and mentor a team to deliver high-quality, needs-based financial advice.
The successful applicant will be an energetic and driven individual who is looking for an outstanding opportunity within wealth management. You will have achieved Chartered Status (or be close to) and be able to demonstrate broad technical knowledge across all areas of Financial Planning. You should be an accomplished networker and business developer.
The successful candidate will have in depth knowledge and understanding of the Financial Planning and Wealth Management process. You will be highly IT literate with experience of Financial Services systems and Platforms. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred.
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