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Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm. They build intelligent, holistic & tax-efficient wealth m...
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Are you a seasoned Wealth Planner with a knack for nurturing client relationships and a stellar track record? We're excited to present an exceptional opportunity for a talented Wealth Planner to join our prestigious client's team. Role Overview: As a...
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A leading financial services firm is seeking a dedicated and knowledgeable Wealth Planner to join their team. The successful candidate will report to the Head of Wealth Planning and will be responsible for providing comprehensive financial planning a...
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The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients. Their Wealth Planning team provides comprehensive financial adv...
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About the Company: We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients. With a history spanning over a century, this company has ...
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Are you a seasoned financial professional seeking an exciting opportunity in the FinTech sector? We have an outstanding position available for a Wealth Adviser with a leading FinTech company. This role presents a unique chance to join a rapidly growi...
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Our client is seeking an experienced and dedicated Financial Planner to join their successful team that provide holistic advice to a large, established book of niche clients. This role involves delivering expert financial planning advice to this nich...
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One of the UK’s leading Wealth Management firms is currently seeking to recruit high quality Wealth Planning Administrators (with previous knowledge of Xplan) to join their London team. Role offers hybrid working with 3 days in the office and 2 from ...
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A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of 2B of client funds on a discre...
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I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum 25M of client following, to join their growing team Job overview: Responsible for providing ...
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A wealth manager with a strong track record and varied client base are looking to hire a COO who will will take ownership of company operations and the compliance program. Key Responsibilities: Run the day to day compliance program, engaging with reg...
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Our client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Account Onboarding position has been created to take full ownership of client onboarding for the f...
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Seeking Senior Solutions Engineer with experience designing and building modern software solutions using Full Stack .NET and Angular tools as well as a strong understanding of the FS Industry. As the lead member of an Agile Scrum Team, the associate ...
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Financial Administrator (wealth management) Working in a team of 7 Administrators 28k - 30k depending on experience plus benefits Boutique IFA - Sutton (Surrey) 30 days annual leave plus bank holidays Full study support to level 4 diploma Office is c...
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Brand new role - Paraplanner - Wealth Management Firm Offices in London (West End) Basic salary 45k - 55k Full study support to Chartered status First 8 weeks in the office then 2 days WFH per week My client is a medium sized Chartered independent fi...
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Wealth Management Professionals - Passively looking for a new role? Do you want to see what the recruitment market looks like right now as we move into Q4 of 2024 for financial planning/advice professionals? Market research says 80% of the workforce ...
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plus excellent benefits package including hybrid working, various socials, study suppor, DIS, monthly study time, free breakfast, mentoring programme Excellent opportunity for an experienced IFA Administration Manager to join an award-winning indepen...
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plus excellent benefits package including exceptional Bonus, 25 days annual leave (plus Bank Holidays and three-day Christmas closure) DIS, good pension, Private Medical, Income Protection, Employee Share Scheme Wonderful opportunity for an experienc...
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c 27k Bonus Share Scheme, 36 days holiday including bank holidays. My Client is a highly respected and well-established wealth management firm based in newly refurbished offices based in the City. Due to their success, they are now looking to offer t...
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Client Services Administrator Working in a team of 7 Administrators 28k - 30k depending on experience plus benefits Boutique IFA - Sutton 30 days annual leave plus PMI, DIS and pension scheme My client is a financial advice business who have been ope...
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and excellent benefits inc bonus and share scheme/28 Days holidays plus bank holidays An excellent opportunity to join a highly regarded Wealth management firm, working in their busy Finance function and taking responsibility for supporting the Finan...
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and excellent benefits inc bonus and share scheme/28 Days holidays plus bank holidays An excellent opportunity to join a highly regarded Wealth management firm, working in their busy Finance function and taking responsibility for supporting the Finan...
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Paraplanner - Chartered Wealth Management Firm City of London offices - 2 days per week Basic salary 45k - 53k discretionary bonus Full study support to Chartered status Client facing role working closely with Advisers Working with HNW & UHNW clients...
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and excellent benefits inc bonus and share scheme/28 Days holidays plus bank holidays An excellent opportunity to join a highly regarded Wealth management firm, working in their busy Finance function and taking responsibility for supporting the Finan...
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Are you a Independent Financial Adviser / Wealth Adviser looking for a rewarding career with an employer who values it staff? Our client is an award-winning financial services company based in the City of London. Continued success has led to the expa...
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There are 151 Wealth jobs within 10 miles of Croydon on Reed.co.uk right now.
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