wealth manager - cornwall - truro Jobs - 887
Head of Compliance Contract - Wealth Management
Eames Consulting - WC2E7EN
Employment Type : Full-Time
Head of Compliance - Wealth Management (Contract) Consumer Duty, KYC, AML, Risk Management 6 month contract/ 1000 per day (Inside IR35) London / Hybrid A wealth management client of mine is looking for a Head of Compliance (Wealth Management) to work with the Chief Compliance Officer and drive change around key regulations. For this contract we need an experienced senior manager who has been there and done it in either the wealth management or p...
Head of Product - Wealth, FinTech, Platform
Sanderson - London
Employment Type : Full-Time
Head of Product / Head of Digital Product / Senior Product Manager / Wealth Product Manager / FinTech Product Manager The purpose of this role is to act as the Head of Product/product owner for the organisations new Wealth Platform, including the vision, the optimisation of user value and the delivery of its launch and ongoing features updates. This includes leading a cross functional team to deliver a front-end digital customer portal with spec...
Mortgage and Protection Adviser
OneDome Ltd - Southampton
Employment Type : Full-Time
CMME is an established, directly authorized mortgage brokerage firm based in Hampshire. We have been trading successfully since 2004 and are one of the largest mortgage brokerages in the UK. CMME became a part of the OneDome Group in 2023. OneDome Group owns two property listing websites; Onedome.com and Nethouseprices.com, as well as a wealth manager. As a Mortgage Advisor you will liase with clients and lenders for a variety of markets and req...
Part Time Administrator Wealth Management
NMS Recruit Limited - CH11HG
Employment Type : Full-Time
A part time Administrator is required for this leading Wealth Management company based in Chester City Centre. Working 3 days a week you will support the team of Financial Advisors from an administration and customer service perspective. Your main responsibilities will be: • Responsible for all initial client contact from telephone and face to face advice meetings • Support Practice Manager with administration linked to Operational improvements ...
Trainee Wealth Management Administrator
Brevere Group - Norwich
Employment Type : Full-Time
Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in Norwich city centre. This is an exceptional opportunity to join a reputable firm who believe in putting the client experience and outstanding service at the forefront of our proposition, they are looking for a tech savvy and hard-working administrator, who wants to learn and develop in a financial services environment. Duties for this role af...
Learning & Development/Training: Sales- Wealth Management
Goodman Masson - London
Employment Type : Full-Time
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 of their client-facing advisers. You will design and deliver engaging training interventions to build skills and confidence. You will also lead training sessions and workshops for wealth management pr...
Client Services (Wealth Management)
Montpellier Resourcing - NE16EF
Employment Type : Full-Time
Up to 29,000 plus EXCELLENT bonus and benefits Hybrid working available! Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciti...
Head of Compliance Reporting Contract - Wealth Management
Eames Consulting - WC2E7EN
Employment Type : Full-Time
Head of Compliance Reporting (Contract) 6 month contract/ 900 per day (Inside IR35) Wealth and Asset Management London Hybrid with some UK travel One of my Wealth and Asset Management clients is looking for a Head of Compliance reporting to join up with the business as they undergo a significant period of change. The company is looking for a data savvy compliance professional with a detailed understanding of compliance management information and...
Finance Assistant
KM4 Group - GU11YE
Employment Type : Full-Time
Part-Qualified Accountant Role: This role is ideal for a part-qualified accountant who is either studying for their AAT qualification or has completed it and is seeking a position with ACCA/ACA study support. As a Client Accounts Assistant, you’ll work within the Accounts and Finance team, reporting to your manager. You’ll benefit from in-house training and study support to complete your AAT/ACCA/ACA qualifications. Responsibilities: Prepare boo...
Mortgage Administrator
Connells Group - BH11LG
Employment Type : Full-Time
Job Description Mortgage Administrator What we can offer you The flexibility of a Hybrid working pattern - (2 days in the office/3 working from home) Salary 23k depending on experience. Full Support and Training to gain your CeMap Qualification Plus, many more perks and benefits Duties include: To provide a quality review service ensuring that "best advice" and "best practice" are adopted across the network. Key Responsibilit...