Wealth Management Advisor
3 weeks ago
Wealth Adviser / Independent Financial Advisor Salary: £100k-£150k / OTE / Un-Capped Earnings
A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK.
A regulated, London Based, Independent Financial Adviser and Wealth Management firm, directly authorised, offering a range of services to a wide range of investors, including private clients, trusts and pension funds.
Self-Employed Financial Adviser role
· Working from home | Access to office
· Flexible client charging structure
· Adviser Retirement Package
Market-leading self-employed contract
Compliance, training, and admin support
Diploma Level 4 Qualified UK Financial Adviser
Experience in providing full holistic financial advice
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Quality Assurance Advisor
1 week ago
United Kingdom JJ SEARCH LIMITED Full timeThe Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high quality...
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Quality Assurance Advisor
1 week ago
United Kingdom JJ SEARCH LIMITED Full timeThe Client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing a high...
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Wealth Manager
4 weeks ago
United Kingdom JCW Group Full timeOur client are a growing Investment and Wealth Management firm in London. At present they're looking for an experienced Wealth Planner, who will play a pivotal role in providing comprehensive financial planning services to their high-net-worth clients. You will collaborate closely with clients, understanding their financial goals and crafting tailored...
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Paraplanner / Wealth Administrator
2 days ago
United Kingdom Bayford Hale Full timeA fantastic opportunity to work for an established independent wealth manager firm based in London. They offer excellent advice to their family offices and private clients and support their employees to develop in their roles. Responsibilities: Being key support to Client Partner Sitting in on key private client meetings with advisors Producing high...
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Wealth Manager
13 hours ago
United Kingdom Barclays Full timeWealth Manager Reading 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 internal company benchmarks. As a Barclays Wealth Manager, you’ll join a team of...
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UK Equity Analyst
5 days ago
United Kingdom Coloma Wealth Management Llp Full timeSUMMARY: The role involves analysing and assisting with the selection of UK equities for client wealth management portfolios. It requires a minimum of 10 years equity experience and good Excel skills. It is a part time role and would suit either an analyst or someone with previous equity fund management experience. Coloma Wealth Management is a firm of...
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Wealth Manager
1 month ago
United Kingdom HSBC Full timeSome careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Our Wealth and Personal Banking...
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Project Quality Assurance Advisor
1 week ago
United Kingdom JJ SEARCH LIMITED Full timeThe client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristol office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is providing...
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Project Quality Assurance Advisor
1 week ago
United Kingdom JJ SEARCH LIMITED Full timeThe client A well-established boutique Wealth Management firm. The Role This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Manchester office. The Training & Competence Advisor will undertake file reviews to make sure the Wealth Management firm is...
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Trainee Wealth Manager
2 days ago
United Kingdom Samuel and Co Trading Full timeTrainee Wealth Manager Company: Position: Trainee Wealth Manager About Us: Samuel and Co Trading is a leading provider of financial trading education, offering a Level 5 & 7 Diploma in Financial Trading. Our Ofqual-regulated diploma is designed to equip candidates with the skills and knowledge required to excel in the financial services sector. Upon...
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Wealth Relationship Manager
1 week ago
United Kingdom HSBC Full timeIf you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. It also means we're a total package bank with a culture that drives diversity,...
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Wealth Relationship Manager
7 days ago
United Kingdom HSBC Full timeIf you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. It also means we're a total package bank with a culture that drives diversity,...
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Trainee Wealth Manager
2 days ago
United Kingdom Samuel and Co Trading Full timeJob Specification: Trainee Wealth Manager Company: Samuel and Co Trading Location: London United Kingdom Position: Trainee Wealth Manager About Us: Samuel and Co Trading is a leading provider of financial trading education, offering a Level 5 & 7 Diploma in Financial Trading. Our Ofqual-regulated diploma is designed to equip candidates with the...
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Wealth Manager
13 hours ago
United Kingdom Barclays Full timeThis 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 internal company benchmarks. As a Barclays Wealth Manager, you’ll join a team of specialists within Private...
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Equity Analyst
5 days ago
United Kingdom Coloma Wealth Management Llp Full timeIt requires a minimum of 10 years equity experience and good Excel skills. It is a part time role and would suit either an analyst or someone with previous equity fund management experience. It is a part time role that is currently seven days per month. It requires a minimum of 10 years experience analysing UK equities as well as good Excel skills;...
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Head of Engineering
2 days ago
United Kingdom Orbis Group Full timeHead of Development / Engineering - Wealth Management - £150,000+ Orbis are partnered with a Wealth Management firm in London who offer a variety of services for high net-worth individuals and institutions, with a focus on helping them achieve their long-term financial goals through innovative solutions. This is a new, key hire for the company as they...
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Group Payroll and Benefits Manager
1 month ago
United Kingdom Titan Wealth Holdings Limited Full timeAbout Us The Titan Wealth Group is a wealth and asset management business bringing high quality execution and administration to the sector through leverage of the Group’s resources and technology. We meet universal wealth and asset management needs by supporting our own as well as client IFAs and DFMs with innovative, quality and integrated solutions...
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Financial Advisor
1 week ago
United Kingdom Vision-FS Recruitment Full timeFinancial Advisor / Independent Financial Advisor Location: Level 4 Diploma in Regulated Financial Planning A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK. A regulated, London Based, Independent Financial Adviser and Wealth Management firm, directly authorised,...
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Financial Advisor
1 week ago
United Kingdom Vision-FS Recruitment Full timeFinancial Advisor / Independent Financial Advisor Location: Level 4 Diploma in Regulated Financial Planning A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor’s across the UK. A regulated, London Based, Independent Financial Adviser and Wealth Management firm, directly authorised,...
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Head of Engineering
2 days ago
United Kingdom Orbis Group Full timeHead of Development / Engineering - Wealth Management - £150,000+ Orbis are partnered with a Wealth Management firm in London who offer a variety of services for high net-worth individuals and institutions, with a focus on helping them achieve their long-term financial goals through innovative solutions. This is a new, key hire for the company as they...