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Wealth Planner

19 September by mbf.

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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Wealth Planner

11 March by mbf.

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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Wealth Planner

14 September by mbf.

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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Wealth Planner

5 September by mbf.

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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Trainee Wealth Manager

24 October by Regal Brooke Limited

Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exce...

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Wealth Planning Administrator

5 January by mbf.

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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Wealth Management Associate

21 October by Oval Recruit

Wealth Management Associate Leading Specialist Wealth Manager, Based Central London 35,000 - 42,000 Excellent Package & Bonus An award-winning London-based Wealth Management Company are looking to expand their Wealth Management Associate team. This i...

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Trainee Wealth Manager

24 October by Regal Brooke Limited

Are you looking to launch a rewarding career in the finance industry? Do you have a passion for helping clients achieve their financial goals? We are currently seeking motivated individuals to join our team as Trainee Wealth Managers. This is an exce...

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Associate, Wealth & Succession

6 November by Themis Recruit

Role Overview: Join our clients esteemed Wealth and Succession team within the Private Client department as an Associate. This is a fantastic opportunity for a talented individual to contribute to our clients work with High Net Worth and Ultra High N...

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Junior Wealth Planner

6 September by mbf.

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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Wealth Planning Administrator

5 December by mbf.

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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Consultant Wealth/ Lending

21 October by MERJE Ltd

MERJE is excited to partner with a distinguished advisory firm to recruit a skilled Consultant. This role involves supporting the delivery of advisory engagements and contributing to business development initiatives. It is perfect for someone with a ...

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Financial Advisor - Wealth

Are you a self-employed Financial Advisor looking to elevate your career in Wealth Management? I am working with a client who is an industry leader known for its stellar reputation, collaborative culture and commitment to advisor success. Why This Op...

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Receptionist - Investment/Wealth Management

21 October by Oval Recruit

Receptionist - Investment/Wealth Management Leading London based Wealth & Investment Manager 30,000 Package This is an excellent opportunity for an individual looking to join an expanding Wealth & Investment firm in their new London offices. With res...

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Senior Consultant Wealth/Lending

15 October by MERJE Ltd

MERJE is seeking a Senior Consultant to join a distinguished advisory firm. This role involves supporting the delivery of advisory engagements and contributing to business development initiatives. It is ideal for a professional with a background in l...

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Compliance Manager - Asset & Wealth

16 October by Eames Consulting

An investment manager based in London's West End are looking for a Compliance Manager to support the compliance Director. The role will be generalist in nature and cover a range of activities; Key Activities/Responsibilities; Horizon scanning Deputis...

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Senior Associate, Private Wealth

Yesterday by Life and Careers

Join this growing, modern lawfirm as a Senior Associate working for their Private Wealth team. This is an exciting opportunity to join a busy team that puts people first and where there is opportunity to grow with the firm. Our client is looking for ...

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Private Wealth Associate/Senior Associate

1 week ago by Consult RPM Ltd

Consult Resolute are partnered with a highly-regarded City firm in London to recruit an Associate/Senior Associate for the firm's Tier 1 Private Wealth department. This is a fantastic opportunity for a Private Wealth Solicitor/Legal Executive to join...

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Team Assistant - Asset Wealth Management

TEAM ASSISTANT – ASSET WEALTH MANAGEMENT A global investment bank is seeking someone to join the Asset Wealth Management division as a Team Assistant for 12 months with the potential to extend TEAM ASSISTANT – ASSET WEALTH MANAGEMENT ROLE: Managing c...

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Compliance Manager (FLOD) - Wealth Manager

This Independent Wealth Manager requiries an experienced, organised, and knowledgeable FLOD Compliance Manager to join the Financial Planning Leadership Team to build and deliver oversight of our Financial Advisers within the Financial Planning divis...

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ParaPlanner Wealth Management Route to Advisor

Paraplanner (Wealth Management) Route to Advisor City of London (Hybrid) 50,000 to 60,000 DOE Pension 23 Holiday Days Training Progression Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, work in a growing fi...

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Private Wealth Client Onboarding Administrator

A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as we...

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IFA Administrator / Wealth Planning Administrator

5 November by Cranleigh Personnel

IFA Administrator / Wealth Planning Administrator Location: Cobham Salary: Up to 35,000 Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re work...

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ParaPlanner Wealth Management Route to Advisor

Paraplanner (Wealth Management) Study Support City of London (Hybrid) 50,000 to 60,000 DOE Pension 23 Holiday Days Training Progression Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, with the real opportuni...

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Private Client Administrator (Wealth Management)

Our client is looking for a Private Client Administrator to join their team, working at their London office 2 days per week. Key Responsibilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client Director Work...

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