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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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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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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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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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Location - City of London Salary - 35,000 - 40,000 Role - Wealth Management Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. The Role; To supp...
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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 supporting one Financial Adviser / Partner. This role is provided on a full-time employ...
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One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined...
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The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team. The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as ad...
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In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their...
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Are you an accomplished Wealth Manager with experience of delivering holistic Financial Planning solutions to HNW Clients? Are you seeking a new environment where professionalism and Client Service are paramount? Are you looking for a company that ca...
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We pride ourselves on providing personalised and sophisticated financial solutions to a select group of high-net-worth clients. Our boutique setting ensures a tailored approach, fostering deep relationships and delivering exceptional service. As we c...
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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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Exclusively recruiting for a Financial Controller within a growing Investment Manager based in London. The company offers advisory services from offices in Jersey and the UK to clients globally. The Controller will manage all aspects of financial man...
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Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to util...
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Practice Manager/Senior Administrator Location: London, Kingsway (Office / Hybrid based role) Job Type: Fulltime, Permanent Salary: 30k- 38k per annum discretionary bonus based on experience Join a dynamic team as an Appointed Representative of St. J...
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IFA Administrator/Wealth Planning Administrator Based London - Bank Salary 27000 - 35000 depending upon experience Bonus Are you at the beginning of your IFA Administration career, and looking for a company that will provide invaluable exposure to al...
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Practice Operations Manager - Wealth Planning Based London - Bank Salary 50,000 - 65,000 depending upon experience Bonus Our client is a boutique financial planning company, who are part of Best Practice IFA Group - highly established and providing a...
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An Award-Winning firm of Chartered Wealth Planners are seeking an experienced Administrator to join their team on a part-time basis. You will be providing exceptional quality PA and general administrative support to the Private Client Director of a b...
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Overview To assist in the provision of high-quality compliance governance and supervision. Reporting to the Managing Director, you will play an important role in ensuring compliance with relevant legislation and procedures. Implementing and maintaini...
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Compliance Monitoring Manager London Wealth and Asset Management Strong experience within FCA regulation and compliance with specific focus on the Wealth and Asset Management sector. Exposure to compliance risk management frameworks, thematic reviews...
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Have you just finished (or due to finish) your A’ Levels and wondering how to get a leap into the world of financial services / Wealth Management? We may have the answer just for you We have an excellent opportunity to join an established St. James’s...
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