Wealth Manager

Our 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 wealth...

This is an exciting opportunity to join this esteemed team as a Private Wealth Associate years PQE) and embark on a rewarding career path with opportunities for growth and development.With offices in London, Cambridge, Reading, and Southampton , the firm pride themselves on providing exceptional legal services to clients in matters related to tax and estate...

Wealth Planning AssistantnGuildfordnUp to £38kSummary/Job PurposenProvide administrative support to Wealth Planners to help to deliver good client outcomes. Work efficiently and effectively adhering to the Company's processes within the compliance framework. Be the first point of contact with the Client Services team and product providers to deliver a...

Role: Senior Relationship Manager – Executive Director – LondonOur client is one of the largest family-owned private banking and asset management groups to exist and they are expanding their London office. The group is recognised in the industry as a leading place to work with one of the most competitive compensation models I have ever seen. You will be...

60-70 SALARYTHIS ROLE IS A 12 MONTH FTCThe CompanyA highly successful Wealth Management firm, widely recognised with an excellent reputation based in London.The RoleThis is a great opportunity for an experienced Marketing Manager within Financial Services, to join a vibrant Marketing team, focussing on a generalist marketing role.The Marketing Manager will...

Proposition and Solution Consultant – Wealth (Investment Managed)Company OverviewSS&C is a leading global provider of mission-critical, cloud based software and solutions for the financial and healthcare industries. Names to the Fortune 1000 list as a top U.S.company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20000 financial...

Wealth Management Company - Join Our Team! We are looking for a detail-oriented individual to fill the role of Compliance Assistant at our asset and wealth management firm in the vibrant city of London. As part of the team, you will report directly to our knowledgeable Head of Compliance, who is dedicated to helping you grow and develop in your...

Acquisition/Integration Support (Private client wealth management)nCity of London/HybridnC £35,000 plus bonus and excellent benefits packageThe OpportunitynOur client, a highly regarded and rapidly expanding private client wealth manager is currently looking to strengthen their acquisition integration function. This opportunity would suit a candidate...

Business Development ManagerPrivate Wealthn12 months FTCnHybrid workingA UK law firm is looking to recruit a BD & Marketing Manager to lead the firms private wealth practice. This is a 12 month FTC and reports to the Head of BD with support from a BD Executive.You will be instrumental in implementing the firm's marketing strategy, mapping out market trends...

Investment Banking VP - FIG M&A (Asset & Wealth Management)Our client, a boutique advisory firm with a focus on financial services, is now actively hiring another VP to join their growing Financial Services (FIG) mergers and acquisitions (M&A) team, focusing on Asset & Wealth Management.Requirements for considerationnUnderstanding of financial valuation...

My client is a leading UK Asset and Wealth manager, with an investment process that is underpinned by sustainability. As long-term investors, they pride ourselves in forming lasting and transparent relationships with their clients. They have the same philosophy when it comes to their employees, and are always looking for people who share our approach.They...

Cross Asset StructurernWe are seeking a highly skilled and motivated Cross Asset Structurer to join our dynamic team. The successful candidate will possess a deep understanding of the asset management structuring landscape, including UCIT platforms. This role involves collaborating with funds of funds, financial institutions, and discretionary wealth...

SALARY:70-90KThe CompanynAn established and highly reputable Wealth Management firm based with the City of London.The RoleThe Sales Trainer will work closely with the Front Office Investment Management and Financial Planning teams to focus on building out new client business and maintaining client business in place.The Sales Trainer role will be to develop...

Position: Hotel General ManagernLocation: City of LondonnSalary: £8- 95k + Bonus / BenefitsGeneral Manager - Package / Benefits / Opportunities:nA basic salary of IRO £85/95K per annumnStrong pension contributionnGenerous performance bonusnWider company benefits TBC.General Manager:nAn exciting opportunity to take the helm of a Boutique London hotel that...

Head 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 expand...

Job Title: Product Manager/BA (Investment Solutions Stocking/Brokerage Platform)Location: London or Surrey Offices - 80% Remote Role, open to UK Authorized CandidatesCompany: Global FinTech OrganizationDepartment: Business SystemsSalary: Up to £65k basic + £12k End of Contract Exit Bonus + 16% Pension, 30 Days Holiday, HealthCareThe role will involve...

Leading Wealth Manager seeking an Operational Risk Analyst to join their 1LOD team in London, initially on an 18 month fixed-term contract.Key ResponsibilitiesnSupport the day to day activities of the client-facing teams in terms of identifying and reporting operating events, champion the embedding of the Operational Risk Framework and a continuing...

Join Our Team as a Legal/Senior Counsel at a Leading Financial Services Institution!Are you ready to step into the role of a Legal/Senior Counsel in the Wealth Management legal team of a prestigious financial services institution? This renowned business caters to High Net Worth individuals and families, offering top-notch private wealth services and...

About the Position:Are you an expert in Control & Monitoring within the Financial Services industry? Our client, a leading Fintech company, is seeking a Control & Monitoring Specialist to join their team. If you have experience in Financial Planning, Wealth Management, and Investment Platforms, this could be the perfect role for you.Main Responsibilities:-...

Join a top 100 City Law Firm as a Senior Business Development Manager to play a key role in transforming and enhancing the Private Client team.Being the largest team, the Private Client practice is the core of the firm with well-established and highly trusted connections.This opportunity allows you to lead the advancement of business development while...