Wealth Planning Adminsitrator

**Junior Wealth Management Administrator** **Location: Swindon** **Salary: Highly competitive + bonus and benefits** **Hours; Full time, in office** **Are you an enthusiastic Administrator looking to develop a career in financial services?** An excellent opportunity has arisen for an ambitious Administrator to join this friendly and proactive St....

Portfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).Operating within the change function, you will develop and manage the strategic roadmap for the...

Job Description Portfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site). Operating within the change function, you will develop and manage the...

Portfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).Operating within the change function, you will develop and manage the strategic roadmap for the...

Portfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site). Operating within the change function, you will develop and manage the strategic roadmap for...

Portfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).Operating within the change function, you will develop and manage the strategic roadmap for the...

Portfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).Operating within the change function, you will develop and manage the strategic roadmap for the...

7. To be the first point of contact for enquiries and concerns, to answer both internal and externalqueries. 8. Review spreadsheets to highlight potential risks. 9. To maintain, monitor and review all monitoring databases which includes compliance/assurancedashboard and external reviews. 10. Extract data/information from reports when required. 11. Ensure...

** Previous applicants need not apply Hours; 22.5 per week The post holder will provide a comprehensive administrative service within the Insights & Learning Team, the post holder will be expected to work with the other administrators within the team. 1. Takes and transcribes formal minutes of various Insights & Learning Meetings, the advanced level use...

Head of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ.This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects align with the...

Head of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ.This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects align with the...

Head of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ.This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects align with the...

Head of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ.This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects align with the...

Job Description Head of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ. This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects...

Head of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ. This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects align with the...

Portfolio Manager with strong knowledge of Wealth Management products, and excellent change management skills urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ (~2 days / week on site).Operating within the change function, you will develop and manage the strategic roadmap for the...

About The RoleThis is an exciting opportunity for a skilled Compliance Consultant to join The Openwork Partnership as a Senior Compliance Specialist. In this role, you will be responsible for providing effective risk-based compliance services across the wealth, mortgage, and protection channels.Key Responsibilities:Support the Head of Compliance in...

The OpportunityAs a Wealth Advice Specialist at The Openwork Partnership, you will play a crucial role in ensuring the quality and compliance of pension and investment advice. Your responsibilities will include reviewing advice and Suitability Reports, providing feedback to advisers, and suggesting improvements where necessary.Key Responsibilities:Assess...

Head of Digital Portfolio with strong Wealth Management product knowledge urgently required on a 9-month contract basis, by a leading Financial Advisory organisation based flexibly from their Swindon HQ.This is a business-critical role, responsible for overseeing the entire digital portfolio, ensuring that digital initiatives and projects align with the...

The OpportunityAs a Wealth Advice Evaluator at The Openwork Partnership, you will play a crucial role in ensuring the quality and compliance of pension and investment advice. Your primary responsibility will be to review both the advice and the Suitability Report, providing feedback to advisers and suggested improvements, where necessary.Key...