recruit wealth Jobs - 244
Wealth Planner
mbf. - EC3A1AT
Employment Type : Full-Time
The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients. Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business. This includes regulated advice on pensions, tax, and general financial guidance, serving as the cornerstone of our wealth ma...
Wealth Planner
mbf. - W1T1AH
Employment Type : Full-Time
About the Company: A rapidly growing FinTech company dedicated to redefining how individuals and families connect and engage with their money is seeking to recruit a high quality Chartered Wealth Planner. Their mission is to make personal finance transparent, efficient, and meaningful, focusing on how we live rather than what we own. The Role: As a Wealth Planner, you will represent the company and serve as the primary point of contact for their...
Wealth Management Administrator
Recruit UK - London
Employment Type : Full-Time
Job Title: Wealth Management Administrator Department: Distribution Location: London Contract Type: Permanent Job Ref: 9522 Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals. The Role To work as part of the sales admin team, providing administrative support for both the wealth and ...
Junior Wealth Planner
mbf. - EC3A1AT
Employment Type : Full-Time
A leading independently owned wealth managers based in Central London currently have a requirement for a highly motivated Junior Financial Planner to join their busy, highly profitable team. My client manages upwards of 2B of client funds on a discretionary basis and is now seeking to recruit a DipPFS qualified Financial Planner to help service and further develop a book of HNW clients. Their niche market is advising clients within minimum of 1M...
Paraplanner - Wealth Management
Brevere Group - W1K1AW
Employment Type : Full-Time
In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice. Working closely with the Head of Wealth Management, your role will be to deliver holistic technical and Paraplanning services to clients. You will provide insight and analysis on available...
Consultant Wealth/ Lending
MERJE Ltd - EC4Y1BN
Employment Type : Full-Time
MERJE is excited to partner with a distinguished advisory firm to recruit a skilled Consultant. This role involves supporting the delivery of advisory engagements and contributing to business development initiatives. It is perfect for someone with a solid understanding of the lending or wealth management sectors who is eager to grow in their career. Key Responsibilities: Act as an ambassador for the firm across the industry. Support the delivery...
Wealth Planning Administrator
mbf. - EC4N1SA
Employment Type : Full-Time
One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London. This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model. The Role: Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes. Act as the first point of contact for...
Operations Executive (Wealth Management)
Recruit UK - Northwich
Employment Type : Full-Time
Job Opportunity: Operations Executive (12-Month FTC) Recruit UK is seeking an Operations Executive to join the Service Management team within a dynamic Operations Department for a Wealth Management firm. In this role, you will bridge communication between clients, Operations, and the Front Office, ensuring seamless service delivery. Key Responsibilities: Resolve service issues, ensure compliance, and improve processes. Provide updates, create da...
Senior Administrator - Wealth Management
Oval Recruit - CV311AD
Employment Type : Full-Time
Senior Administrator - Wealth Management Leamington Spa - open depending on experience. A leading Wealth Management Company are looking to recruit an experienced individual who enjoys working within Financial Services and would relish working in a friendly supportive office environment. The company who are part of a larger group have a positive office culture which encourages personal development, initiatives to ensure good work / life balance a...
Client Administrator (Wealth Management)
Recruit UK - CF728AE
Employment Type : Full-Time
Recruit UK is looking for a Client Administrator. This Cardiff-based financial planning firm offers tailored pension and investment advice, prioritising long-term client relationships and adaptive strategies. With a dedicated support team and advanced technology, they ensure clients stay informed and in control, always focusing on achieving the best possible outcomes. Role Overview As a Client Administrator , you will play a pivotal role in supp...