London, England, United Kingdom
Robert Walters UK
£80.000 - £100.000
Posted 7 days ago
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.
Nottingham
North Oak Recruitment Ltd
Posted 3 days ago
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.
London
Your Resourcing Partner Limited
£24,000 - £28,000 per annum
Posted 7 days ago
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.
London
The Curve Group
Posted 7 days ago
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.
Bath
Grafton Recruitment
£35,000 per annum
Posted 7 days ago
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.
London
Blakemore Recruitment
£30,000 - £35,000 per annum
Posted 7 days ago
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.
London
FirstBank UK Limited
Posted 28 days ago
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.
Woking
MaxAd Careers
£30,000
Posted 3 days ago
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...
London
Brevere Group
£150,000 - £250,000 per annum
Posted 7 days ago
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.
Saffron Walden
Brevere Group
£32,000 - £37,000 per annum
Posted 7 days ago
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.
London
Meraki Talent Limited
Posted 7 days ago
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.
Woking
MaxAd Fixed Fee Recruitment
Posted 1 day ago
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. To be con...
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Bruin
Posted 30+ days ago
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.
London
Bruin
Posted 2 days ago
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.
Sheffield
Recruit UK
£26,000 - £30,000 per annum
Posted 2 days ago
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?
Esher
Artemis Recruitment Consultants Ltd
Posted 7 days ago
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...
Barnsley
Cameron James
£50,000 - £80,000 per annum, Negotiable
Posted 7 days ago
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.
Knutsford
Howard James Recruitment Consultancy Ltd
£26000 - £29000/annum
Posted 9 days ago
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.
Woking
MaxAd Fixed Fee Recruitment
Posted 1 day ago
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...
Lincolnshire
Castlegate Financial Management
Posted 2 days ago
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.
Worcester, West Midlands
JJ Search Ltd
£28000.00
Posted 27 days ago
An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients. The successful candidate will confidently support the Investment Managemen and help develop good client relationships and service. The role is a fantastic opportunity to join a busy Wealth Management Firm in Worcester.
London
McCabe & Barton
Posted 5 days ago
Leading Big4 consultancy in London is now looking for an accomplished Management Consultant to join their thriving Asset and Wealth Management team. This is a permanent position (hybrid working) and it is offering a base of circa £70,000 to £90,000 (depending on experience) + an excellent benefits package.
London
ZipRecruiter
Posted 30+ days ago
Leading Big4 consultancy in London is now looking for an accomplished Management Consultant to join their thriving Asset and Wealth Management team. The ideal candidate will have previous consulting experience and have ideally worked with renowned Asset or Wealth Management firms. You will need a strong understanding of Target Operating Model Design (TOM), and have worked on a range of complex...
London
Burgh Recruitment
£30,000
Posted 24 days ago
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)