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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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Senior KYC Account Onboarding Specialist, Private Wealth

Senior KYC Account Onboarding Specialist, Private Wealth

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

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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 KYC Account Onboarding Specialist, Private Wealth

Senior KYC Account Onboarding Specialist, Private Wealth

4 days ago by eFinancialCareers

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

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Team Manager - IFA Administration - Central London/Hybrid - C £50,000 and Bonus/Benefits

Team Manager - IFA Administration - Central London/Hybrid - C £50,000 and Bonus/Benefits

15 August by Financial Divisions

Wealth Management Our client is a highly regarded, well established Wealth Manager who are looking to strengthen their IFA Administration function management team with the recruitment of a highly talented Senior IFA Administration specialist who has ...

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Paraplanner

Paraplanner

14 May by MERJE Ltd

MERJE are partnered with a leading Wealth Manager who are looking for a Paraplanner to join their fast growing team. Key Responsibilities: Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs and financial situati...

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Learning & Development/Training: Sales- Wealth Management

Learning & Development/Training: Sales- Wealth Management

23 August by eFinancialCareers

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 Network Engineer

Senior Network Engineer

4 days ago 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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IFA Administrator

IFA Administrator

The role is based in the City of London 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 rang...

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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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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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Self Employed Mortgage Adviser (Leads Provided)

Self Employed Mortgage Adviser (Leads Provided)

12 August by OneDome Ltd

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

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Mortgage Advisor

Mortgage Advisor

14 August by NRG Resourcing Ltd

Remote Mortgage Advisor Opportunity with a Leading Wealth Management Firm Are you a seasoned Mortgage Advisor looking to take your career to the next level? Imagine a role where you can work remotely, have leads provided, and earn a competitive salar...

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Telephone Business Development Manager (London)

Telephone Business Development Manager (London)

Our investment management client works in partnership with financial advisers, wealth managers and family offices to create and deliver innovative investment solutions for their clients. As a rapidly growing business, the sales team is pivotal to win...

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