Private Banking Officer, Wealth Operations

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Join us as a Wealth Operations Officer in Private Banking - This is an...

This is an opportunity to make a positive impact to our customers and colleagues, as you deliver successful customer and business outcomes - You’ll be actively participating in initiatives to improve customer service, processes and procedures - You’ll hone your existing analytical skills and be well positioned to advance your career in this fast-paced...

*** **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 Responsibilities** **Supporting Client Management & Administration** -...

**Private Wealth Associate 3 years PQE or CILEX l Top 100 Firm l Bristol** **The firm**: This Top 100 firm differentiates itself from the market through its industry-led strategy of delivering legal services. Their lawyers use their deep understanding of the sectors they work in to improve client outcomes in a real and tangible way. Key practice areas of...

We are currently seeking an exceptional Private Banking Executive to join a prestigious financial institution in Bristol. Our client is a renowned private banking organisation known for its commitment to delivering exceptional personalised financial services to high-net-worth individuals and families. This is a unique opportunity to be part of a leading team...

Paritas have teamed up with a private wealth and bank manager to search for a Senior Front End Developer. Joining as a Senior Front End Developer you should have knowledge of Angular, ideally v12, Typescript, Frameworks like RxJS, SaSS, Bootsrap, Security concepts and experience with REST services. An understanding of banking is beneficial but not...

We are looking for an experienced Wealth Planning Administrator to join our Wealth Services team in Bristol. **Career** Ideally, you will have experience working within an IFA / Financial or Wealth Planning firm and hold strong administrative skills. No day will be the same with new queries from our Portfolio Managers, making and checking payments, vetting...

Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The...

Titan Wealth Holdings Limited (previously known as Aspira Corporate Solutions Ltd) is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. The...

A high profile Private Bank are looking to hire a Financial Planning Director to their South West region. Working closely with other client facing colleagues (Wealth Managers & Private Bankers) you will provide complex financial planning advice to HNWclients (£1M-20M investable assets) with a focus on pensions, retirement planning and IHT planning...

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Join us as a Private Banking - Online Banking Officer - This is an opportunity...

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours, we have plenty of options that help our people to thrive. This role is based in the United Kingdom and as such all normal working days must be carried out in the United Kingdom. Join us as a Wealth Operations - Investment Support Officer - This is an...

Titan Wealth Holdings Limited is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their employees explore, set, and achieve their financial goals. **Role Description** This is a full-time hybrid role -...

**Recruitment Coordinator - Bristol (or Plymouth)** **Salary up to £25,000** **Hybrid working based part of the week from our Bristol or Plymouth office and part of the week from home** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and...

**Recruitment Coordinator - Plymouth ( or Bristol)** **Salary up to £25,000** **Hybrid working based part of the week from our Plymouth or Bristol office and part of the week from home** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and...

**Recruitment Administrator - Bristol** **Basic salary up to £25,000 (DOE)** **Hybrid working based part of the week from our Bristol office and part of the week from home** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management business’ in the UK and part of the...

End Date Sunday 26 February 2023 Salary Range £19,292 - £19,330 Agile Working Options Flexibility in when hours are worked Job Description Summary A full time branch based opportunity working 35 hours per week **Job Description**: This role is based in Bristol covering our friendly Broadmead and Yate branches working 35 hours a week including...

Information Security Officer Full-time Company Description Sopra Banking Sofware, a subsidiary of Sopra Steria, provides global solutions including software, systems integration, support, and associated consulting services. Its solutions support nearly 1500 clients in 80 countries with the objective to accompany banks in their development and their...

End Date Sunday 26 March 2023 Salary Range £19,292 - £19,330 Agile Working Options Flexibility in when hours are worked Job Description Summary This role is based in Bristol covering our friendly Regent Street, Highridge Road, and Fishponds Road branches working 17.5 hours a week including **Job Description**: Lloyds Banking Group is the UK's...

End Date Thursday 22 June 2023 Salary Range £22,000 - £22,110 Agile Working Options Flexibility in when hours are worked Job Description Summary A full time branch based opportunity working 35 hours per week **Job Description**: This is a role based in Bristol covering our friendly Regent Street, Fishponds Road and Highridge Road branches working...