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Wealth Manager

13 January by Brevere Group

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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Wealth Manager

27 January by Brevere Group

Are you a proactive and professional Wealth Manager seeking a new and exciting opportunity? Are you self motivated and able to deal with a wide range of introducers and professional connections? Do you want to work for a well respected and innovative...

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Trainee Wealth Manager

14 January 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 Manager

We have an excellent opportunity to offer to a Trainee Associate Wealth Manager. The role will eventually lead to becoming a fully DipPFS qualified Wealth Manager. The Role - Trainee Associate Wealth Manager: The position will require an enthusiastic...

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Trainee Wealth Manager

14 January 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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Director of Operations - Wealth Manager

9 January by Marks Sattin

The Role: Deputy COO The Company : International Wealth Manager The Location : City of London International Wealth Manager/Family Office is looking to bring on an Operations Director to manage the overall operations function. Exceptionally broad role...

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Compliance & Risk Manager - Wealth Manager

2 January by MERJE Ltd

MERJE is currently working with a highly reputable discretionary wealth management business in their search for a Compliance specialist. Working as part of an established Compliance & Risk team, you will be responsible for: Overseeing advice to suppo...

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Wealth Management Associate - Leading Specialist Wealth Manager

20 January by Oval Recruit

Wealth Management Associate Leading Specialist Wealth Manager, Based Central London 42,000 - 46,000 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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Snr Business Analyst - Wealth Manager London Perm

8 January by Oliver James

Managing projects of varying scales, from large, complex initiatives to smaller tactical tasks, ensuring timely and cost-effective completion. Responsabilties: Work on a range of projects, from large-scale, complex initiatives involving multiple part...

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Director of Wealth Management

4 days ago by eFinancialCareers

The Role: Deputy COO The Company : International Wealth Manager The Location : City of London International Wealth Manager/Family Office is looking to bring on an Operations Director to manage the overall operations function. Exceptionally broad role...

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Paraplanner

My client are a global Wealth & Asset Management firm, established nearly 40 years' ago, with over 6.5bn of AUM, alongside 3 offices across the world. The core of their expertise is managing investments for wealthy families. They build investment str...

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Figaro Product Analyst

Your new company A leading Wealth manager with over 300 years of experience which has organically grown through successful acquisitions and has a proud history of helping people to secure their financial futures. They have over half a million custome...

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Paraplanner Manager

20 January by mbf.

Paraplanner Manager We are currently recruiting for a Paraplanner Manager to join a leading Wealth Management business. Our client is an established Wealth Manager with an excellent reputation in the UK. The role offers hybrid working, based primaril...

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Senior Business Analyst

8 January by BCT Resourcing

Senior Business Analyst - Wealth Manager London - Perm 120,000 - 130,000 per annum Managing projects of varying scales, from large, complex initiatives to smaller tactical tasks, ensuring timely and cost-effective completion. Responsabilties: Work on...

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Mortgage Administrator - London Hybrid - £34-37k + excellent benefits

2 January by Financial Divisions

My client is a Chartered Wealth Manager in London who have a long-standing and well-established mortgage division. Due to expansion, they are looking for an experienced Mortgage Administrator to join their dynamic, and friendly team. The role is offe...

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Senior Research Manager

4 days ago by eFinancialCareers

Responsibilities: Underwriting of external investments / fund managers for investment as part of the portfolio Ongoing monitoring of those invested managers ensuring performance is adequate Responsibility for the data and information (performance, fe...

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Sales Support Administrator

13 January by Brevere Group

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environme...

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Research Analyst

4 days ago by eFinancialCareers

Responsibilities: Underwriting of external investments / fund managers, as well as internal fund managers, for investment as part of the portfolio Ongoing monitoring of those invested managers ensuring performance is adequate Update and monitor model...

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Administrator - Financial Services

27 January by Brevere Group

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environme...

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Qualified Accountant

A newly created role within a London Wealth manager for a qualified Accountant. This is a full-time on-site role located in the city of London. As an Accountant within an IFA, you will be responsible for managing financial records, preparing financia...

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Qualified Accountant

A newly created role within a London Wealth manager for a qualified Accountant. This is a full-time on-site role located in the city of London. As an Accountant within an IFA, you will be responsible for managing financial records, preparing financia...

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Self Employed Mortgage Adviser (Leads Provided)

7 January by OneDome Ltd

Role Title: Self Employed Mortgage Advisor (Leads Provided) Company: CMME Mortgages & Protection Ltd (OneDome) Join one of the fastest-growing mortgage brokerage firms in the UK as a self-employed mortgage advisor. Are you a high-performing mortgage ...

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Client Service Executive

4 days ago by Morris Jane

The Role My client, a leading UK Wealth Manager, are seeking a Client Service Exectuive who will act as the primary point of contact for client enquiries. Manages all client lifecycle processes and oversees the operating model for their respective in...

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Investment Strategist

13 January by eFinancialCareers

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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Senior IFA Administrator / Office Manager

13 January by Fram Search

Hybrid working Career progression Financial advice background Fram are working with a successful Wealth manager, who are seeking a new IFA administrator/office manager. Our client deals with Financial advice to individuals and business by combining i...

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