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Trainee Wealth Manager

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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COO/Head of Compliance - Boutique Wealth Manager

COO/Head of Compliance - Boutique Wealth Manager

19 August by Eames Consulting

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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Product Manager (Wealth and Financial Planning)

Product Manager (Wealth and Financial Planning)

19 September by Montpellier Resourcing

Up to 79,000 plus excellent bonus and benefits Hybrid Working Available A fantastic opportunity has arisen to join a Central London based Private bank as a Product Maager, dealing with UHNW clients. The Product Manager will work closely with the seni...

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Wealth Management Operations Manager

Wealth Management Operations Manager

16 September by RecruitAbility Ltd

Job Title: Wealth Management Operations Manager Location: Bishop’s Stortford Salary: 55,000 - 60,000 (depending on experience) Term: Permanent Hours: 9am – 5pm Monday - Friday RecruitAbility are looking for an experienced Wealth Management Operations...

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Senior Financial Services Administrator Role - Bedfordshire 2 Remote Days

Senior Financial Services Administrator Role - Bedfordshire 2 Remote Days

26 July by Reed

I am supporting a lovely role which could allow up to 3 remote days maybe, for Senior Financial Planning Administrator assistant with a wonderful IFA Financial Services Company. who will join the the client servicing team in the company. The successf...

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Senior Financial Services Administrator - Bedfordshire area 2 Remote days

Senior Financial Services Administrator - Bedfordshire area 2 Remote days

26 July by Reed

I am supporting a Senior Financial Planning Administrator assistant which could allow at some stage up to 3 possible remote days maximum, with a wonderful IFA Financial Services Company. who will join the the client servicing team in the company. The...

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Senior Financial Services Administrator Role - Bedfordshire area 2 remote days

Senior Financial Services Administrator Role - Bedfordshire area 2 remote days

26 July by Reed

I am supporting a great Senior Financial Planning Administrator assistant who could get up to 3 remote days possibly at some stage, with a wonderful IFA Financial Services Company. who will join the the client servicing team in the company. The succe...

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KYC Client Onboarding Specialist, Client Services

KYC Client Onboarding Specialist, Client Services

Our client is an innovative private wealth manager, a leader in tax-efficient global wealth strategies. Due to expansion plans, a specialist senior KYC Client Onboarding position has been created to take full ownership of client onboarding for the fi...

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Financial Administrator - Wealth Management

Financial Administrator - Wealth Management

12 September by Fram Search

Hybrid working Salary bonus Established financial planning firm Our client is an established financial planning firm in Luton, and are well located for transport links and parking. The role focuses on supporting both the advisers and paraplanning and...

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Paraplanner

Paraplanner

4 July by mbf.

A prestigious UK Wealth Manager is seeking an experienced Paraplanner to join their financial planning arm. This role offers a first-class, flexible working environment and involves providing exceptional services to High Net Worth (HNW) Private Clien...

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Learning & Development/Training: Sales- Wealth Management

Learning & Development/Training: Sales- Wealth Management

23 August by Goodman Masson

Leading Wealth Manager 18-Month Fixed-Term Contract My client is seeking a highly skilled Sales Trainer to join theirteam. As a Trainer, you will design, deliver, and evaluate market-leading training programs to enhance the professional development o...

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Senior Paraplanner

Senior Paraplanner

An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated , Head of Paraplanning / Senior Technical Paraplanner to join its dynamic team and help it continue delivering top-tier financial planning. Very competitive package i...

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Head of Paraplanning

Head of Paraplanning

An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated , Head of Paraplanning / Senior Technical Paraplanner to join its dynamic team and help it continue delivering top-tier financial planning. Very competitive package i...

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Financial Advisor

Financial Advisor

4 days ago by Finlink Ltd

Financial Advisor, East Hertfordshire Up to 70k Hybrid working If you are an experienced financial advisor who is looking for a client servicing advice role, then this position could be for you. The firm has a large number of clients and they are loo...

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Chartered Financial Planner

Chartered Financial Planner

An award-winning Chartered Wealth Manager is seeking a highly skilled and motivated Chartered Financial Planner to join its dynamic team and help it continue delivering top-tier financial planning. You will be servicing an existing client book. Very ...

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Product Manager (Investment Management)

Product Manager (Investment Management)

11 September by Montpellier Resourcing

Up to 79,000 plus excellent bonus and benefits Hybrid Working Available A fantastic opportunity has arisen to join a Central London based Private bank as a Product Manager, dealing with UHNW clients. The Product Manager will work closely with the Wea...

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Senior IFA Administrator/Client services Administrator

Senior IFA Administrator/Client services Administrator

20 August by Cranleigh Personnel

Senior IFA Administrator/Client services Administrator. Leighton Buzzard Salary up to 35000 depending on experience. Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity? Do you enjoy working close...

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IFA Administrator- London

IFA Administrator- London

The role is based in Ealing with a highly respected IFA Wealth Manager. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of adminis...

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Senior Network Engineer

Senior Network Engineer

2 September by Harvey Nash

Senior Network Engineer - 80,000 Bonus Assisted Travel 2-3 x a week in the office in Central London A leading Wealth Manager with over 8 billion under management, are looking for a Senior Network Engineer to join their infrastructure team. You will b...

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Mortgage Broker

Mortgage Broker

An established, successful, directly authorised, wealth manager and independent mortgage brokerage requires an experienced employed mortgage broker The position can be office based, hybrid or fully remote A market leading , competitive base is on off...

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