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Wealth Manager

31 October 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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Wealth Manager

20 October 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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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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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 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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Private Banker/ Wealth Manager

1 week ago by eFinancialCareers

Urgent requirement for Private banker/Wealth Manager. A well-established asset management firm headquartered in Switzerland is seeking a driven Private Banker/Wealth Manager for their London office. This is a fantastic opportunity for a results-orien...

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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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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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Proposition Manager (Wealth Management and DFM)

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 Proposiiton and Product Manager, dealing with UHNW clients. The Product Manager will work clos...

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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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Chartered Financial Planner

1 May by mbf.

Job Title: Senior Financial Planner Location: London Salary: Up to 90,000, plus Bonus & Benefits An exciting opportunity has arisen for a Financial Planner to join a leading UK Wealth Manager based in London. In this role, you will be entrusted with ...

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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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Chartered Financial Planner

An amazing career opportunity has become available with a high-end, award-winning Wealth Manager who are seeking a qualified and motivated Chartered Financial Planner to join its dynamic team. In this role, you will provide comprehensive financial pl...

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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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Mortgage Advisor

4 November by Placing Faces

Our client is a well established Mortgage Brokerage based in Brentford (Boston Manor). They are a whole of market broker with over 25 years of experience. They are looking for another mortgage advisor to join their small team. The company are mainly ...

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Administrator - Financial Services

20 September 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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Wealth Management Consultant

8 November by Brevere Group

Our client, an award winning Wealth Management firm is seeking to appoint a new Financial Planner to build and develop a portfolio of clients. You will manage internal referrals as well as establishing new client connections. You will establish conne...

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Sales Support Administrator

20 October 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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Junior Financial Planner

22 July by mbf.

Junior Financial Planner London - Hybrid 55,000 to 65,000, Bonus & Benefits We are excited to offer an exceptional opportunity for an individual looking to step up into a Financial Planner role within 12 months. We are seeking to recruit a Junior Fin...

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Client Onboarding Administrator

10 November by Morris Jane

Client Onboarding Administrator at a leading UK Wealth Manager based in their London office. Day-to-Day tasks include: • Review and approve new client documentation including carrying out relevant AML/KYC/ Identity checks as required • Ensure correct...

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Business Analyst - Asset Manager - London - Perm

1 week ago by eFinancialCareers

My client, a top London-based Asset Manager, is looking for an Asset Management Business Analyst to work on projects across the business, from front office to back office. (Asset Manager, Fund Manager, Fund Management, Investment Manager, Investment ...

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Investor Services Associate Private Wealth

1 week ago by eFinancialCareers

Responsibilities Support clients with all post-sales servicing needs across a range of closed ended and semi-liquid funds (private equity, private credit and secondaries). Cover all operational aspects of onboarding the firm’s semi-liquid funds to di...

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Paraplanner/Assistant Financial Planner (Client facing) - London/ Hybrid - £45,000 to £52,000 Plus

11 October by Financial Divisions

Paraplanner/Assistant Financial Planner (Client facing) City of London/ Partial remote (2 Days in office) Plus bonus and excellent benefits package The Opportunity My client is an award-winning premier Wealth Manager providing financial planning and ...

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Manager - Wealth and Asset Management -Tech Transformation

22 October by Lorien

Manager - Wealth and Asset Management - Tech Transformation Base Location: London (Hybrid) The Wealth and Asset Management industry is growing strongly and is facing high levels of change driven by themes such as regulation, cost optimisation and dif...

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Investment Operations Manager - Wealth Management

5 days ago by eFinancialCareers

Key responsibilities: Management of two direct reports Overseeing and managing the dealing activities of the firm to ensure dealing activities are timely, accurate and compliant. Strong knowledge of investment products OEICs/Unit Trusts, ETFs, FX, in...

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