Wealth Manager

Associate Wealth Manager – AAG Wealth ManagementAAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

Wealth Planner - LondonHome based with links to our London officeCompetitive Basic salary (negotiable dependant on experience) + uncapped monthly bonusSuccession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial...

Are you an ambitious professional who is passionate about delivering great client outcomes?Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their...

Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006,Clearwater Wealth Management (CWM)has helped people and businesses achieve their lifelong ambitions through high quality financial advice.CWMhas supported over 110 talented young people who at the time, were struggling to find an opportunity...

About the job:Are you Level 4 qualified but don't have any experience Advising clients yet?Perhaps you have started your Level 4 but haven't finished all of your exams yet.Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but will give you the opportunity...

Your mission:Your career is our priority.Do you have entrepreneurial spirit?Do you have unwavering drive and work ethic?Do you have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management?We have extensive experience in developing individuals from an employed role and...

My client is a high-end Investment Brokerage who are currently experiencing an exciting period of rapid growth and are looking to add a Wealth Management arm to their successful business. The firm offer professional and collaborative environment and dealUHNW City professionals.They are looking for an experienced and entrepreneurial Financial Adviser with at...

Business Segment: Personal & Private Banking To assist Wealth managers to provide Wealth and Investment clients with full product agnostic relationship management and excellence of service within a responsive controlled environment. To assist in the acquisition of new Wealth and Investment Clients for the allocated franchise (both onshore and offshore). To...

Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from...

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Company Description Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities - plus the chance to work alongside some of the sector's most...

Wealth Management ExecutiveLondonAs a Barclays Wealth Management Associate, you will work closely with Wealth Managers and support them with the investment-led activity. You will be actively seeking new clients and opportunities that will contribute towards the growth of Team's portfolio, adhering to pre-determined acquisition targets. Your focus will be...

Wealth ManagerAs a Wealth Manager, you will be responsible for helping individuals and families manage their financial assets and investments. Your primary goal is to grow and preserve wealth for your clients while considering their financial goals, risk tolerance, and overall financial situation.Key AccountabilitiesBuild and maintain strong relationships...

Company: Award winning Financial Planning firm Job Title: Skilled Paraplanner Location: Not specified Experience: Requires technical expertise Role: Deliver holistic technical and Paraplanning services to clients Provide insight and analysis on financial planning options Offer guidance on market trends and future projections Requirements: Chartered...

***Job Purpose To support client facing Wealth Management personnel, Investment Managers (IMs) and Wealth Planners (WPs) by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.Key ResponsibilitiesSupporting Client Management & Administration Significant contribution to...

Wealth Management SMEThis is an excellent opportunity with Projecting Group working directly with one of our Financial services clients.We are currently recruiting for a Wealth Management SME. Our client is in the middle of an important migration and seeking a Wealth Management Subject Matter Expert (SME) Lead to guide them through the review and enhancement...

Wealth Manager Opportunity Are you a skilled Wealth Manager experienced in providing comprehensive Financial Planning solutions to High Net Worth (HNW) Clients? Are you on the lookout for a new setting that prioritizes professionalism and top-notch Client Service? Do you aspire to work for a company that can connect you with potential clients to help expand...

Wealth Planner - Assistant Vice PresidentLondonIARThis 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 Planner, you will...

I am currently recruiting for an Independent Wealth Management Firm who require an ambitious recent Graduate who is looking to carve out a career within Wealth Management. Strong academics, professional degree and great attitude is all you needMy client offers a structured career path for their employees, and you are encouraged to study your industry...

We are looking for a Administrator in Wealth Management, join the team at St. James's Place Wealth Management in Moorgate, London. You will be supporting one Financial Adviser / Partner on a full-time basis.Job Title and Company:As a Wealth Management Administrator at St. James's Place, you will play a crucial role in providing top-notch client service.Role...

Wealth AdvisorLondonAs a Barclays Wealth Advisor, you will be joining the Wealth Advisory Team, focusing on the Wealth and estate planning needs of the UK Domestic & International HNW/UHNW client base. Aiding Senior Wealth Advisors in delivering UK and international cross border succession planning advice as well as supporting the Wealth Advisory team to...