£24k - £32k per annumEstimated
...Type of Position: Practice Manager (Wealth Management) - Durley
Pay: £30k - £40k
Our client is looking for a talented Practice Manager to join their wealth management team, joining a Practice of 15 team members. This will be an office based position working for a SJP...
Suggested
Part time
Work at office
Artemis Recruitment Consultants Ltd
Winchester, Hampshire
2 days ago
£42k - £57k per annumEstimated
...Wealth Manager
Manchester or Leeds
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority – Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications...
Suggested
Permanent employment
Part time
Work at office
Work from home
Hybrid work
2 days week
Barclays
Manchester
9 hours agonew
£20k - £28k per annum
...Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey,
Administrator Key Responsibilities:
Prepare... ...Development Plan.
Previous experience working for a SJP practice
Desirable
Previous experience working in a similar role...
Suggested
Work at office
Flexible hours
£52k - £71k per annumEstimated
...sense of purpose for you.
Job Description
To assist Wealth managers to provide Wealth and Investment clients with full product... ...Additional Information
Behavioral Competencies:
Adopting Practical Approaches
Conveying Self-Confidence
Developing...
Suggested
Full time
Offshore
£22k - £30k per annumEstimated
...Tozers’ growing Wealth Management Team is looking for an Assistant to support them in the management of their busy and varied workloads in Exeter. You will be working as part of a team that deals with later life planning, such as Wills, Probate, as well as with Vulnerable...
Suggested
Tozers LLP
Exeter, Devon
1 day ago
£26k - £36k per annumEstimated
Job Description:
Our client, a successful Financial Adviser, has an exciting opportunity for a Wealth Management Administrator to join their team on a permanent basis. The successful candidate will play a key role in providing support across multiple areas including investment...
Suggested
Permanent employment
Work at office
£38k - £51k per annumEstimated
...career, apply today.
Due to continued success in delivering bespoke solutions to HNW clients, this Award Winning and expanding Wealth Management firm seeks a skilled Paraplanner and Client Manager to join their Private Client Division.
The role involves providing...
Suggested
Traineeship
Flexible hours
Eden Resourcing
London
1 day ago
£44k - £59k per annumEstimated
...to work there.
Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network... ...profession for experienced financial advisors. Please only apply if you have the required wealth management and/or insurance experience....
Suggested
Visa sponsorship
Permanent employment
Temporary work
Work at office
Relocation
Flexible hours
Prestige IFA Jobs
London
12 days ago
£21k - £27k per annumEstimated
Wealth Management Assistant
Exeter, Devon
About Us
With offices in Exeter, Teignmouth and Newton Abbot, Tozers Solicitors LLP is looking for a Wealth Management Assistant to join their team working from their Exeter office on a full-time, permanent basis.
With 3...
Suggested
Permanent employment
Full time
Traineeship
Work at office
Hybrid work
Holiday work
Flexible hours
£47k - £64k per annumEstimated
...I’m working with a $12 billion wealth manager based in the City of London who are looking for an experienced Project Manager to join their team. The firm is well-known, has an excellent reputation and a number of regional offices around the United Kingdom.
This role sits...
Suggested
Permanent employment
Hybrid work
Austin Andrew
City of London, Greater London
3 days ago
£33k - £45k per annumEstimated
...Experienced Private Wealth Manager required for a reputable global and fully SCA & IA licensed firm to be based in either Dubai Abu Dhabi or EU. Candidates must be qualified reside in the preferred office location and have a client book/AUM to be considered. An exceptional...
Suggested
Work at office
£42k - £57k per annumEstimated
...Wealth Manager
Bournemouth
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet...
Suggested
Permanent employment
Part time
Work at office
Work from home
Hybrid work
2 days week
£21k - £26k per annumEstimated
...marketplace.
WHY WORK WITH THIS COMPANY?
Our clients main goal is to give you the key competencies to be successful in your Wealth Management career. They operate a well-supported selection process for all their employees to ensure that the company can deliver above and...
Suggested
Permanent employment
Local area
Worldwide
Offshore
Prestige IFA Jobs
St Albans, Hertfordshire
12 days ago
£53k - £72k per annumEstimated
...driving core audit projects supporting Northern Trust Asset and Wealth Management as an ‘Auditor-in-Charge’.
In addition to the core audit... ...Internal Auditors International Standards for the Professional Practice of Internal Auditing and Audit Services’ methodology.
Principal...
Suggested
Flexible hours
£30k - £41k per annumEstimated
...issues including investment, protection and pensions.
The Jobholder will also support the Commercial Director with his day to day management responsibilities, and oversee the smooth running of the Edinburgh office.
Key Responsibilities
Key client contact: phone calls...
Suggested
Work at office
IDEX Consulting
Glasgow
3 days ago
£37k - £50k per annumEstimated
...Join us as a Wealth Manager
We’ll look to you to manage the investment needs of our private banking clients
In this influential role, you'll become a trusted adviser to investment clients as you develop and deliver their holistic wealth plans
With significant exposure...
Full time
Offshore
£45k - £50k per annum
...IFA firm based in Wokingham that is looking to take on a new Practice Manager. Your main responsibility will be to lead the day-to-day operations... ...and Experience:
Minimum of 3 years of experience in wealth management or financial services, with a proven track record of...
Work at office
£31k - £42k per annumEstimated
...Wealth Management Client Associate page is loaded Wealth Management Client Associate
Apply locations Norfolk time type Full time posted... ...and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support...
Full time
Seasonal work
Shift work
Bank of America
England
4 days ago
£60k - £70k per annum
...ranked Legal 500 firm renowned for its excellence in private client services, based in Suffolk.
This prestigious firm seeks a Wealth Management Lawyer to provide expert legal counsel to an elite clientele.
Benefits:
- Join a team of esteemed legal professionals at a...
Full time
£52k - £71k per annumEstimated
...Your new company
A leading Wealth Management organisation who pride themselves on offer excellent Investment and Financial planning solutions to their clients, they have over 200 years of experience and continue to be one of the best Wealth Managers in the UK. They are...
Hays
London
3 days ago
£64k - £88k per annumEstimated
(Executive) Director of Wealth Management
Highly competitive salary and rewards package
Since our formation in 2009 Succession Wealth has grown to be one of the UK's leading Financial Advisory firms and we now have a national network of over 200 Wealth Planners providing...
Permanent employment
Temporary work
Successionwealth
Birmingham
15 hours ago
£62k - £84k per annumEstimated
...economy - and directly advise the owners and management teams that lead them.
We’ll help you... ...Services Advisory Internal Audit team (Wealth & Asset Management) at Manager level, where... ..., control risks, controls and industry practices in this area.
Demonstrable experience...
Permanent employment
Full time
£54k - £74k per annumEstimated
...MERJE are delighted to be partnered with this established Wealth Management firm in London.
Working in a highly collaborative and successful environment, you will be part of a team that provides regulated financial and investment advice to clients in the UK and across Europe...
Offshore
MERJE Ltd
London
4 days ago
£33k - £45k per annumEstimated
...Wealth Management Records Coordinator page is loaded Wealth Management Records Coordinator
Apply locations Pennington Charlotte Jacksonville... ...of optimized controls and enhanced Quality Assurance (QA) practices to support business continuity efforts
Manages the...
Full time
Work at office
Shift work
Bank of America
England
15 hours ago
£31k per annum
...Professional Recruitment are delighted to be working with our Glasgow based client who are looking to expand their team with a Wealth Management Administrator.
This opportunity would suit someone with a minimum of 2-3 year of experience within a wealth management administration...
Full time
Immediate start
Flexible hours
Working Monday to Friday
£61k - £83k per annumEstimated
PwC's Asset and Wealth Management (AWM) practice is the market leading AWM audit business. Our business is a national practice comprising over 600 staff with a presence in 12 offices across the UK, and comprises both financial audit and non-audit assurance businesses. Working...
Full time
£42k - £57k per annumEstimated
...Financial Trainee Program presents a distinct opportunity to acquire practical experience, tap into excellent learning and development... ...keen on embarking on a career in financial services and wealth management. You ideally do have a good sales background of some sort. This...
Traineeship
Work at office
Prestige IFA Jobs
London
11 days ago
£60k - £70k per annum
...services to business owners, FTSE 350 companies, public and private sector organisations, charities, and high-net-worth individuals.
The practice areas include Commercial Property, Corporate & Commercial, Commercial Litigation, Employment, Residential Property, Family, and...
Full time
Work at office
Local area
£75k per annum
...who are adept at working independently and managing their own responsibilities, as well as... ...Financial Services Advisory Internal Audit team (Wealth & Asset Management). This role presents... ..., control risks, controls, and industry practices.
- Demonstrated experience in conducting...
Full time
Flexible hours
£20k per annum
...case for final recommendations.
General administrative tasks:
Fully support the practice
Handle general administrative tasks such as filing, record-keeping, and document management.
Master the salesforce CRM software which is the bible to client records and...
Apprenticeship