Current jobs related to Wealth Management Consultant - Bristol, Bristol - Recruit UK | Certified B Corp™
-
Wealth Management Professional
1 week ago
Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time £60,000Wealth Management OpportunityIDEX Consulting Ltd is seeking a skilled Paraplanning Expert to join their team in a prestigious wealth management firm in Bristol.The ideal candidate will need to hold Chartered status and demonstrate proven expertise in both report writing and client management.Key Responsibilities:Provide high-level support to wealth...
-
Wealth Planning Coordinator
2 weeks ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator OpportunityCranleigh Personnel is seeking a skilled Wealth Planning Administrator to join our client's team in a supportive and collaborative environment. As a Wealth Planning Administrator, you will play a vital role in the success of our client's wealth management business.About the RoleThis is an exciting opportunity for a...
-
Wealth Planning Coordinator
2 weeks ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator OpportunityCranleigh Personnel is seeking a skilled Wealth Planning Administrator to join our client's team in a supportive and collaborative environment. As a Wealth Planning Administrator, you will play a vital role in the success of our client's wealth management business.About the RoleThis is an exciting opportunity for a...
-
Wealth Management Paraplanner
4 weeks ago
Bristol, Bristol, United Kingdom Square One Resources Full timeJob OverviewWe are seeking a skilled Paraplanner to join our team at Square One Resources. As a Paraplanner, you will play a critical role in supporting financial planners and advisors within a wealth management firm.Key ResponsibilitiesFact-Finding Support: Assist financial advisers in collecting and reviewing client data to ensure all relevant information...
-
Wealth Management Paraplanner
4 weeks ago
Bristol, Bristol, United Kingdom Square One Resources Full timeJob OverviewWe are seeking a skilled Paraplanner to join our team at Square One Resources. As a Paraplanner, you will play a critical role in supporting financial planners and advisors within a wealth management firm.Key ResponsibilitiesFact-Finding Support: Assist financial advisers in collecting and reviewing client data to ensure all relevant information...
-
Senior Wealth Management Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeJob OverviewWe are seeking a highly skilled Tax and Trust Manager to join our esteemed Private Wealth team.This role offers a unique opportunity to work as part of our hybrid working policy, with a flexible approach to remote work.Key responsibilities include:Managing tax and trust matters for high net worth individuals and families.Providing expert advice...
-
Wealth Management Paraplanner
1 month ago
Bristol, Bristol, United Kingdom Square One Resources Full timeJob OverviewWe are seeking a skilled Paraplanner to join our team at Square One Resources. As a Paraplanner, you will play a critical role in supporting financial planners and advisors within a wealth management firm.Key ResponsibilitiesFact-Finding Support: Assist financial advisers in collecting and reviewing client data to ensure all relevant information...
-
Wealth Management Paraplanner
1 month ago
Bristol, Bristol, United Kingdom Square One Resources Full timeJob OverviewWe are seeking a skilled Paraplanner to join our team at Square One Resources. As a Paraplanner, you will play a critical role in supporting financial planners and advisors within a wealth management firm.Key ResponsibilitiesFact-Finding Support: Assist financial advisers in collecting and reviewing client data to ensure all relevant information...
-
Wealth Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator OpportunityAbout the Role:Our client, a leading Chartered Independent Financial Advisory firm, is seeking an experienced Wealth Planning Administrator to join their team. As a key member of the administration team, you will play a vital role in supporting the delivery of exceptional client service and business growth.Key...
-
Wealth Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeWealth Planning Administrator OpportunityAbout the Role:Our client, a leading Chartered Independent Financial Advisory firm, is seeking an experienced Wealth Planning Administrator to join their team. As a key member of the administration team, you will play a vital role in supporting the delivery of exceptional client service and business growth.Key...
-
Senior Wealth Planning Lawyer
2 weeks ago
Bristol, Bristol, United Kingdom TSR Legal Full timeSenior Wealth Planning Lawyer OpportunityTSR Legal is seeking an experienced Senior Wealth Planning Lawyer to join their team in Bristol. The ideal candidate will have a strong background in private client law and a proven track record of success in a similar role.About the RoleThis is an exciting opportunity for a Senior Wealth Planning Lawyer to take on a...
-
Wealth Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full time £25,000 - £33,000Unlock Your Potential in Wealth PlanningAre you looking for a career move that combines growth with a supportive environment? Cranleigh Personnel is proud to partner with an expanding Chartered Independent Financial Advisory firm, offering a wealth of opportunities for career development in wealth management.Key Benefits:Early finish on Fridays (12:45 pm)25...
-
Wealth Asset Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Square One Resources Full timeJob Title: Wealth / Asset AdministratorLocation: Bristol, London, and ManchesterSalary/Rate: £200 - £250 a day OUTSIDE IR35Job Type: ContractWe are seeking a skilled Wealth / Asset Administrator to join our team for a 26-week contract. The ideal candidate will support the management of client assets, ensuring effective communication, compliance, and...
-
Wealth Asset Administrator
4 weeks ago
Bristol, Bristol, United Kingdom Square One Resources Full timeJob Title: Wealth / Asset AdministratorLocation: Bristol, London, and ManchesterSalary/Rate: £200 - £250 a day OUTSIDE IR35Job Type: ContractWe are seeking a skilled Wealth / Asset Administrator to join our team for a 26-week contract. The ideal candidate will support the management of client assets, ensuring effective communication, compliance, and...
-
Trust Manager
1 week ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeWe are seeking a highly skilled Trust Manager to join our Private Wealth team, working closely with our Tax/Trust & Accounting team.This role offers a unique opportunity to work in a hybrid environment, with a flexible approach to working from home.As a Trust Manager, you will be responsible for managing trusts and providing expert advice to clients.Key...
-
Wealth Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeAbout the RoleWe are seeking a highly motivated and organized Administrator to join our team at Cranleigh Personnel. As an IFA Administrator, you will play a vital role in supporting our Wealth Planning team in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide administrative support to our Wealth Planning team,...
-
Wealth Planning Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Cranleigh Personnel Full timeAbout the RoleWe are seeking a highly motivated and organized Administrator to join our team at Cranleigh Personnel. As an IFA Administrator, you will play a vital role in supporting our Wealth Planning team in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide administrative support to our Wealth Planning team,...
-
Senior Associate
2 weeks ago
Bristol, Bristol, United Kingdom Michelmores LLP Full timeWe are seeking a highly skilled Senior Associate to join our Private Wealth team in Bristol. The ideal candidate will have at least 5 years of post-qualification experience in private client work and a proven track record of delivering exceptional results.The successful candidate will work closely with our leading individuals and recommended lawyers on a...
-
Trust Manager
2 weeks ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeWe are seeking a skilled Trust Manager to join our Private Wealth team, working closely with our Tax and Accounting team. This role involves preparing trust accounts and personal/trust returns for review, as well as undertaking peer reviews and managing day-to-day trust affairs for high net-worth individuals, trusts, and estates.Key...
-
Wealth Risk Reporting Specialist
1 month ago
Bristol, Bristol, United Kingdom ZipRecruiter Full timeJob Title: Wealth Risk ReportingJob Summary:We are seeking a highly skilled Wealth Risk Reporting professional to join our team. As a key member of our organization, you will be responsible for creating meaningful risk reporting for key committees, forums, and dashboards.Key Responsibilities:Interpret risk and control data to produce accurate analysis for...
Wealth Management Consultant
3 months ago
Job Title: Wealth Management Consultant
Location: Bristol
Salary: circa £75,000
Reference Number: 9072
Position Overview:
Recruit UK is excited to present a remarkable opportunity for a Wealth Management Consultant in Bristol, aimed at joining a distinguished Financial Planning Firm.
This Chartered organization is dedicated to delivering exceptional guidance to both individual and corporate clients throughout the South West. Due to their ongoing expansion, they are seeking a seasoned Consultant to establish a local office in Bristol with their backing.
They collaborate with a select group of clients, ensuring they provide the utmost value in their financial strategies. With a team of Chartered Financial Planners and Client Managers committed to client care and organic business growth, their personalized approach fosters confidence in achieving goals while prioritizing client satisfaction.
Benefits of Joining:
- Competitive salary based on experience
- Comprehensive benefits package including an excellent pension scheme and death in service coverage
- Full administrative and back-office support
- Assistance in obtaining Chartered status
- Seamless transition for you and your clients
Qualifications and Experience Required:
- Level 4 Diploma Qualified
- Background in Financial Services
- Proven experience in face-to-face advisory roles
- A transferable client bank or significant professional network
About Recruit UK:
As experts in financial services recruitment, we offer unique insights, expertise, and connections, whether you are seeking a new opportunity or looking to fill a vacancy. Our extensive network encompasses over 100,000 financial services professionals. Currently, Recruit UK is proud to partner with a Financial Planning Firm located in Devon and Somerset for this Wealth Management Consultant position.
Our Commitment to You:
- Initiate every journey with an in-depth conversation to understand your needs.
- Provide transparent feedback regarding your position in the job market.
- Leverage our extensive network to connect you with your ideal role, or confirm if you are already in the right position.
- Adopt a holistic approach to career satisfaction, recognizing that fulfillment is not solely about financial rewards.
- Cover the entirety of the UK while maintaining a local touch through our regional teams.
- Ensure you are never pressured.
