Wealth Management Specialist

1 month ago


London, Greater London, United Kingdom SS&C Technologies Holdings Full time
Job Description

Wealth management professionals with expertise in stockbroking propositions and services are required to join our team at SS&C Technologies Holdings. The ideal candidate will have a strong understanding of the trading lifecycle and be able to provide expert advice to clients.

Key Responsibilities
  • Develop and implement wealth management strategies for clients
  • Provide expert advice on stockbroking propositions and services
  • Manage client portfolios and provide regular updates
  • Stay up-to-date with market trends and regulatory changes
Requirements
  • Proven experience in wealth management and stockbroking
  • Strong understanding of the trading lifecycle
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment


  • London, Greater London, United Kingdom St. James's Place Wealth Management Full time

    Job Title: Wealth Management AdministratorAbout the Role:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for managing all day-to-day operations of the business, including managing appointments and client review meetings, responding to...


  • London, Greater London, United Kingdom St. James's Place Wealth Management Full time

    Job Summary:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our operations team, you will be responsible for managing all day-to-day activities, including appointments, client review meetings, and responding to client inquiries.Key Responsibilities:* Manage...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your full potential in the field of wealth management. As an Associate Wealth Adviser, you will have the opportunity to work closely with experienced professionals and gain valuable skills and knowledge.We are looking for individuals with a strong motivation to develop their business...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...


  • London, Greater London, United Kingdom Fiorito Wealth Management Full time

    As a Financial Planning Specialist at Fiorito Wealth Management, you will play a key role in helping clients create clear financial plans for their future. You will join a team of specialists within Private Bank and Wealth Management, providing bespoke planning and investment advice that helps clients achieve their financial goals and work towards their...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' experience in the financial services industry and hold a QCF...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your OpportunityApollo Private Wealth is seeking a highly motivated and experienced Financial Adviser to join our team. As a Wealth Adviser, you will have the opportunity to work with high net worth individuals and families, providing expert advice on investment management and wealth creation.We offer a comprehensive training and development program, as well...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your OpportunityApollo Private Wealth is seeking a highly motivated and experienced Financial Adviser to join our team. As a Wealth Adviser, you will have the opportunity to work with high net worth individuals and families, providing expert advice on investment management and wealth creation.We offer a comprehensive training and development program, as well...


  • London, Greater London, United Kingdom Titan Wealth Holdings Limited Full time

    The Titan Wealth Group is a leading provider of wealth management services, and we are seeking a skilled Junior Wealth Business Analyst to join our implementation team. As a Junior Wealth Business Analyst, you will work closely with the Wealth Operations Team to effectively implement our new wealth management platform, ensuring seamless delivery and process...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly motivated and experienced Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' industry experience and a QCF Level 4 Diploma as a minimum. You will...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the RoleApollo Private Wealth is seeking a highly skilled and motivated Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to helping you achieve your career goals and develop your skills in wealth management. We are seeking a highly motivated and ambitious individual to join our team as an Associate Wealth Adviser.This role offers a unique opportunity to gain hands-on experience in financial planning and wealth management,...

  • Financial Planner

    4 weeks ago


    London, Greater London, United Kingdom Fiorito Wealth Management Full time

    Role OverviewFiorito Wealth Management is seeking a skilled Financial Planner to join our team of specialists within Private Bank and Wealth Management. As a Wealth Management Specialist, you will play a key role in helping clients create clear financial plans for their future through a full-service offering, including financial planning, investment...

  • Financial Planner

    4 weeks ago


    London, Greater London, United Kingdom Fiorito Wealth Management Full time

    Role OverviewFiorito Wealth Management is seeking a skilled Financial Planner to join our team of specialists within Private Bank and Wealth Management. As a Wealth Management Specialist, you will play a key role in helping clients create clear financial plans for their future through a full-service offering, including financial planning, investment...

  • Financial Planner

    1 month ago


    London, Greater London, United Kingdom Fiorito Wealth Management Full time

    Role OverviewFiorito Wealth Management is seeking a skilled Financial Planner to join our team of specialists within Private Bank and Wealth Management. As a Wealth Management Specialist, you will play a key role in helping clients create clear financial plans for their future through a full-service offering, including financial planning, investment...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...


  • London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...