wealth management support Jobs - 1192
Wealth Planning Administrator
mbf. - EC2A1AF
Employment Type : Full-Time
One of the UK’s leading Wealth Management firms is currently seeking to recruit high quality Wealth Planning Administrators (with previous knowledge of Xplan) to join their London team. Role offers hybrid working with 3 days in the office and 2 from home. Summary/Job Purpose: In this role, you will play a pivotal part in providing essential support to Wealth Planners, ensuring compliance with company processes. You'll serve as the primary contac...
Pensions Administrator - looking to move into wealth management
Cranleigh Personnel - SP78JG
Employment Type : Full-Time
Pensions Administrator - looking to move into wealth management Grow Your Career in Financial Planning Location: Shaftesbury Salary: 23,000 - 30,000 Are you currently working in financial services and looking to take your career to the next level in wealth management? Whether you're in pensions, investments, or working with a provider, this could be the perfect opportunity to transfer your skills and build a rewarding career in financial plannin...
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...
Financial Services Administrator - Wealth Management
Astral Recruitment - Wolverhampton
Employment Type : Full-Time
Our client is a successful and established Financial Services company who are part of a major National Wealth Management brand They are currently looking for an experienced Financial Services Administrator to join the team This role is office based in Wolverhampton therefore we are looking for some within a commutable distance to the office The candidate must have experience in Investment and Pension processing but we are open to someone who has...
Senior Consultant Wealth/Lending
MERJE Ltd - EC4Y1BN
Employment Type : Full-Time
MERJE is seeking a Senior Consultant to join a distinguished advisory firm. This role involves supporting the delivery of advisory engagements and contributing to business development initiatives. It is ideal for a professional with a background in lending or wealth management looking to advance their career. Key Responsibilities: Act as an ambassador for the firm across the industry. Develop bespoke solutions to meet clients' regulatory and ope...
IFA Administrator - Wealth Management IFA, Financial Services
Astral Recruitment - Horsham
Employment Type : Full-Time
Our client is a successful and established IFA firm based in Horsham and they are currently looking for 2 experienced FS Administrators to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced Administrator and therefore the client is happy to offer a base salary up to 32000 plus benefits. If you are an experienced FS Administrator or Jun...
Compliance Manager - Asset & Wealth
Eames Consulting - London
Employment Type : Full-Time
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 Deputising where appropriate Adhoc advisory queries Ensuring maintenance of policies and procedures Regulatory project lead Key skills; Minimum 6 years in a buyside compliance role - Experience in an asset ...
Senior Wealth Planning Administrator
Cameron James - IP83LY
Employment Type : Full-Time
We have a fantastic vacancy for a Financial Administrator to join our Client in Ipswich. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration...
Management Accountant
AFH Wealth Management - B604JE
Employment Type : Full-Time
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. Management Accountant The role...
Management Accountant
AFH Wealth Management - B604JE
Employment Type : Full-Time
AFH Wealth Management is proud to be one of the UK’s leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you’ll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. Management...