Wealth Management Administrator

Job SummaryAs a Senior Financial Services Coordinator at Recruit Wealth Ltd, you will be responsible for processing and chasing new business, creating illustrations, valuations, and other essential tasks to provide an integral function to the wider team. You will work closely with the Client Administration Team Leader and team of Administrators to deliver...

**Our client is one of the UK's leading independent providers of wealth management and investment services, and they are looking for a Wealth Management Administrator to join them in their Newcastle team.** **This FTSE250 firm are an award winning company who invest heavily in their employees progression and development - encouraging internal progression,...

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle offices. With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

Join Our TeamIDEX Consulting is a leading national Wealth Management firm seeking a skilled Wealth Management Associate to join our dynamic team. This exciting opportunity offers a competitive estimated salary of £35,000 - £40,000 per annum, depending on experience.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce...

Our client is a leading national advice and wealth management business, delivering holistic and hybrid advice with market-leading investment solutions. They deliver a truly exceptional service through high-quality advice, all backed by the most efficient administration and technologies available in the industry. The business is going from strength to...

An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive St. James’s Place Partner Practice, who specialise in meeting the financial needs of Professionals, Private Clients, Business Owners, and Retirees. You will be an integral part of a small team managing the business generated using your administrative...

**About us** Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even stronger,...

Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Newcastle, these are newly created roles to boost additional headcount. The business is a...

**Who are Azets** Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even...

Job Summary:We are seeking a highly experienced and skilled Strategic Wealth Manager to lead and manage a team of financial advisors at deVere Group. Reporting to the Head of Financial Advisory, you will oversee the growth of client portfolios, implement effective advisory strategies, and provide expert financial advice in areas such as wealth management,...

Job DescriptionWe have an exciting opportunity for a Wealth Administration Specialist to join our dynamic team in Newcastle. In this role, you will be responsible for working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team. Your duties will include processing and chasing new...

**About us** At Azets, people lie at the heart of what we do. Collaboration and sharing empowers us all to achieve our purpose of making our colleagues, clients and communities lives better every day. Azets Wealth Management is a sister company of Azets and is an industry leading firm committed to providing top-tier financial services to our clients. We...

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle Under Lyme offices.With over 40+ offices nationally, our client is a modern, highly ethical and rewarding employer to work for who...

Join Our TeamWe are seeking a highly skilled Wealth Management Professional to join our team in Newcastle upon Tyne.Key Responsibilities:Provide expert advice on pensions and investments to clients.Work closely with Financial Advisors to deliver exceptional results.Contribute to the growth and success of our business.What We Offer:A competitive salary of...

Evelyn Partners is a leading integrated wealth management and professional services groupWe offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.About the Job:The Financial Wealth Manager will be responsible for building and developing trusted relationships with...

Job OverviewThe Azets Wealth Management Compliance Officer is responsible for ensuring compliance with all relevant laws, regulations, and internal policies within the Wealth Management department. This critical role involves monitoring, assessing, and enhancing the compliance framework, and providing guidance to the Wealth Management team to achieve the...

Job OverviewThe Azets Wealth Management Compliance Officer is responsible for ensuring compliance with all relevant laws, regulations, and internal policies within the Wealth Management department. This critical role involves monitoring, assessing, and enhancing the compliance framework, and providing guidance to the Wealth Management team.Key...

Position: File ReviewerCompany Overview:Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The firm combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management...

Administrator (Operations) Permanant - Full-time Newcastle £25,000 FTE Meraki Talent is partnered with a leading wealth management firm to appoint an Administrator on a full-time basis for a period of 6 months, with a salary of £25,000 FTE. This opportunity is based in Newcastle. **The Company** Our client is well known for its personalised Wealth...

Trust Manager - Wealth Services SpecialistWe are seeking a Trust Manager to join our Private Wealth team, where you will play a key role in managing trust accounts and personal/trust returns. Your expertise will ensure compliance with regulatory requirements and that engagement letters are in place for clients. You will also assist with the day-to-day trust...