Wealth Management

(Executive) Director of Wealth ManagementHighly competitive salary and rewards package Since our formation in 2009 Succession Wealth has grown to be one of the UK's leading Financial Advisory firms and we now have a national network of over 200 Wealth Planners providing high quality, holistic financial advice to a wide range of clients. In 2022 Succession...

We are looking for a Financial Administrator Apprentice who is enthusiastic, proactive, and excited by a challenge. We want a Financial Administrator Apprentice who is: - A confident communicator, able to interact with clients over the phone and in writing - Organised and understands the importance of planning and prioritising their workload - A team...

**Wealth Management Tester** This is an excellent opportunity with Projecting Group working directly with one of our Financial Services clients. We are currently recruiting for a **Tester experienced in wealth management. **Our client is in the middle of an important migration and seeking a Lead Wealth Management Tester to spearhead this effort, ensuring...

Financial Services Birmingham 06/04/2023 Type of Position: Wealth Management Executive - Berkswell Pay: £35k - £40k **Wealth Management Executive - Berkswell**: We are working with a client based in Berkswell looking for an Wealth Management Executive to join their team on a 12 month fixed term contract, with the potential of the position to become...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

(Executive) Director of Wealth Management Highly competitive salary and rewards package Since our formation in 2009 Succession Wealth has grown to be one of the UK's leading Financial Advisory firms and we now have a national network of over 200 Wealth Planners providing high quality, holistic financial advice to a wide range of clients. In 2022...

We are working with a well-established and growing Financial Planning and Wealth Management firm, looking to add an Integrations Manager to the firm, overseeing the integration of acquired practices into the company. This role is remote, salary up to £80,000, alongside a strong benefits package. **Key Duties:** - Head the Integrations Division ensuring...

**Personal Assistant** **Basic salary of up to £25,000 PA (dependant on experience)** **Hybrid working, typically 2 days per week from our central Birmingham office and 3 days per week from home (flexibility required)** **12-month fixed term contract (Maternity cover) - however as a fast-growing business there is potential for a permanent role.** **We...

Our client is a well - respected International private client discretionary investment manager, privately owned and an independent investment management company. They offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client. They attract individual investors through their...

- ExternalBe part of an exciting and unique teamThe Wealth Engagement Officer is a customer/client facing role where you will be contacting customers to maximise their wealth needs by holding robust individual reviews of their life and circumstances. By doing this, you will uncover potential investment or protection needs for your customers, which will...

- ExternalBe part of an exciting and unique teamThe Wealth Engagement Officer is a customer/client facing role where you will be contacting customers to maximise their wealth needs by holding robust individual reviews of their life and circumstances. By doing this, you will uncover potential investment or protection needs for your customers, which will...

Wealth Engagement Officer Some 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 thatwill take you further. Retail...

Asset & Wealth Management: Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive Investment Management services and advice across a full-range of asset classes...

Asset & Wealth Management: Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive Investment Management services and advice across a full-range of asset classes...

Asset & Wealth Management: Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive Investment Management services and advice across a full-range of asset...

Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to...

What We Do At Goldman Sachs, our Engineers don’t just make things – we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure...

What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure...

What We Do At Goldman Sachs, our Engineers don't just make things - we make things possible. Change the world by connecting people and capital with ideas. Solve the most challenging and pressing engineering problems for our clients. Join our engineering teams that build massively scalable software and systems, architect low latency infrastructure...

Asset & Wealth Management Division: Across Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive Investment Management services and advice across a full-range of asset...