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Administration Manager (Wealth Management)

5 February by Recruit UK

Job Title: Administration Manager (Client Service Manager) Location: Office-based, Wakefield Salary: 35,000 - 45,000 Discretionary Bonus Scheme Reference Number: 9509 About the Role: We are looking for an experienced and hands-on Administration Manag...

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Financial Services Administrator - Wealth Management

Financial Services Administrator - Wealth Management Salary: 22,000 - 30,000 In office work (5 days a week) A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team. Req...

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Senior Transformation Change Analyst - Wealth Management

21 February by Hydrogen Group

?? Location: Leeds ?? Contract Type: Permanent ?? Department: Product Transformation Office A well-established Wealth Management firm is undergoing a period of transformation and is seeking a Senior Transformation Change Analyst to support and shape ...

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Financial Planning Administrator

17 February by NJR Recruitment

NJR Recruitment is thrilled to be working with a well known wealth management practice that specialise in providing high quality personal advice on many aspects of wealth management across UK and international clients Based on the outskirt of Leeds, ...

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Trainee Wealth Manager

21 February 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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Investment Manager

11 February by IDEX Consulting Ltd

CISI Level 4 IAD required. Ideally studying towards/recently qualified Level 7 Chartered Wealth Manager. One of the UK's leading Wealth Management firms is actively seeking an Investment Manager to join their Leeds based offices. The business and off...

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Financial Advisor (Trainee)

4 February by Heat Recruitment

Financial Advisor (Trainee) - Leeds/Yorkshire The opportunity for an experienced Financial Adviser to join a growing financial planning practice. What's on offer? Additional adviser bonus scheme 25 days holiday 8 days bank holiday 5% company pension ...

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Chartered Financial Planner

4 February by CB3 Associates Ltd

The Company: A UK-based, market leading wealth management firm offering investment management, financial planning and advisory services seek a highly skilled and experienced Chartered Financial Planner to join their Wealth Management team. Acquired b...

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Change Lead

2 days ago by Fram Search

Investment or wealth management experience Lead and support projects Hybrid Our client is a respected discretionary investment manager, who are seeking to appoint an Investment management Change Lead. This is an ideal role for someone who has process...

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Financial Planning Administrator

17 February by Recruit Wealth

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Huddersfield offices. With over 40 office...

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Paraplanner - East Yorkshire - £40,000K - £45,000K

2 days ago by Financial Divisions

My client is a well-established and highly successful Wealth Management firm with an outstanding reputation in the Wealth Management industry. They are looking to continue to grow and develop their existing Paraplanning team and require a diploma qua...

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Financial Services Administrator

Our client is looking to hire an experienced Financial Services Administrator to join their team on a full time, permanent basis. You will be joining a wealth management practice that has experienced considerable growth over the recent years, more th...

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Financial Planning Administrator

18 February by NJR Recruitment

NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven IFA Administrator ...

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IFA Administrator

Job Title: IFA Administrator Locations: Leeds Hours: Full Time (Hybrid Working Flexible Hours) What’s in It for You: Bonus Scheme: Performance-based bonus to reward your contributions. Generous Holiday: 24 days of holiday (increasing to 26) 2 additio...

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Paraplanner

21 February by Bond Recruitment Ltd

Our client has been providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses for over 50 years'. Due to the continued growth of the business they are looking to recruit an experienced Parap...

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Chartered Financial Planner

3 days ago by IDEX Consulting Ltd

A national Wealth Management business are looking to hire a Chartered Financial Planner to their existing, long-standing team. Due to a continued increased in AUM, along with succession planning, HNW clients are available to inherit, helping you hit ...

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Financial Planning Administrator

2 days ago by CB3 Associates Ltd

The Company: A trusted independent financial advisory firm based in North Leeds who are dedicated to helping individuals and businesses build, manage and protect their wealth. The firm are now looking to add to their Adviser Support team in a Financi...

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Accounts Payable Assistant

Accounts Payable Assistant About the Role My client, a leading Wealth Management firm, is seeking a meticulous and detail-oriented Accounts Payable Assistant to join their dynamic Finance team. In this role, you will play a crucial part in ensuring t...

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Junior Paraplanner

17 February by NJR Recruitment

NJR Recruitment is delighted to be once again recruiting for an outstanding wealth management firm in the Wakefield area. Our Client is a fast-growing Financial Planning firm which provides professional, face to face financial advice to clients throu...

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Account Handler

Are you a sharp, detail-oriented professional in search of a dynamic career in an industry-leading firm? Do you thrive in a regulated environment, bringing expertise and precision to your role? Our client invest in the brightest minds to build an env...

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Self Employed Advisor

2 February by Ortus PSR

An independent Wealth Management firm is looking to take on Self Employed Advisers from across the UK and can provide whole of market access to Investments, Pensions and Mortgages. The team thrive on providing a relationship-based service to investor...

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Financial Planning Admin Manager

30 January by CB3 Associates Ltd

The Company: A regionally renowned and rapidly expanding IFA/wealth management business based in Wakefield who are looking to bring in an experienced Admin Manager as a succession plan to the current incumbent, who is semi-retiring in 2025. An excell...

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Senior Paraplanner

22 January by NJR Recruitment

NJR now have an excellent opportunity for an ambitious Senior Paraplanner to join a highly successful and reputable Independent Wealth Management firm based in Leeds City Centre What's in it for you? Competitive Salary Hybrid working after probationa...

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Paraplanner

Yesterday by CB3 Associates Ltd

The Company: An expanding IFA firm based in Central Harrogate looking to add an experienced, fully qualified and private wealth focused Paraplanner to their back-office support team: Office Location: Central Harrogate Hybrid/Home Working: 100% office...

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Paraplanner

20 February by CB3 Associates Ltd

The Company: A prominent financial planning and investment advice company based in Huddersfieldwho are looking to bring in an industry experienced Paraplanner as they look to further flesh out their back-office support team. The company offers a dive...

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