Job Title: IFA Admin role (experience from other areas of financial services considered) Location: London, City Salary: DOE - ranging between 30000 and 34000 plus up to 12% bonus Are you looking for a role within Wealth Planning Do you have experienc...
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Job Title: IFA Administrator/Client services representative Location: London, City Salary: DOE - ranging between 30000 and 34000 plus up to 12% bonus Are you an IFA Administrator looking for your next challenge? Or, perhaps you have experience from o...
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About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees 116.2 billion in customer investments (as 30...
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About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial a...
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About the Business Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, esta...
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At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset ...
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Summary Quilter Academy Bridging Programme - Level 4 Self-employed Financial Adviser Have you already completed your Level 4 qualification and are looking for an opportunity to become a financial adviser? We work with bright, ambitious people from ma...
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We are looking for a DC Client Manager who will hold a key relationship role & be responsible for the management and development of relationships with our Master Trust clients. As a key member of the DC Client Team, the holder will help to deliver ne...
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About the Business At Quilter we never stand still. Our foundations are rooted in our extraordinary expertise, which is trusted by hundreds of thousands of customers, but we have great ambitions to stay one step ahead and make an even greater differe...
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About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees 111.6 billion in customer investments (as at...
About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter plc oversees 116.2 billion in customer investments (as at end September 2024). It has an adviser and cu...
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About the Business Working alongside our sister company, Quilter Cheviot, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, esta...
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Salary: 35k - 45k 20k - 25k Bonus (1st year) Business Development Manager for Top Investment Firm / Fund Sales / Wealth / Private Equity / Venture Capital / Investment Sales No previous financial services experience is needed but you must be a highly...
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The role will be to support on fundraises across Europe spanning multiple sectors within PE. This agent executes some of the most high-profile raises in the market and have an outstanding track record. The role will be to focus more on the relationsh...
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About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial a...
Role & Responsibilities To lead revenue generation through the effective marketing of the Company's Corporate Trust services and innovating around new lines of business, and as part of the Corporate Trust team to manage the full range of client onboa...
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When you click apply, you will be redirected to the company’s website . Please ensure you have completed the company’s application process on their platform to fully apply. About our client We are working with an award-winning investment consultant. ...
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A global financial services company requires an experienced Third Party Risk Administrator to assist the team on a temporary basis for 6 months with possibility of extension. Key Responsibilities Onboarding new third parties Undertaking reviews on ex...
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Client delivery Take personal responsibility for achieving the agreed billable hours target, ensuring you have a sufficient pipeline of client work Provide high quality advice and support to clients on a range of regulatory compliance matters. This m...
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Our client is an asset manager offering both public and private market solutions. Based in London, they are seeking a Business Development Associate to join their distribution team during an exciting period of strategic growth. The firm has a particu...
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About the Business Quilter plc is a leading wealth management business, helping to enable brighter financial futures for every generation. Quilter plc oversees 116.2 billion in customer investments (as at end September 2024). It has an adviser and cu...
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About the Business Quilter plc is a leading provider of financial advice, investments and wealth management, committed to being the UK's best wealth manager for clients and their advisers. Quilter oversees 111.6 billion in customer investments (as at...
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About the Business Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial a...
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Key Responsibilities: Support existing and develop new relationships with private clients, having a comprehensive understanding of a client's particular business objectives - conducting suitability reviews where needed. Acting as a key point of conta...
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Taking on a key leadership role with the firm, you will be responsible for: Providing broad compliance advisory support to the fund managers Maintaining and updating compliance manual and policies and procedures Managing the compliance program on day...
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