Wealth Management Expert
4 days ago
BDO Canada LLP is a leading accounting and advisory firm that provides innovative services to help businesses succeed. We are seeking a highly skilled and motivated individual to join our Wealth Management practice as a Wealth Management Expert.
Key Responsibilities:- Process client data and complete data entry in financial planning software
- Identify financial planning needs and solutions for clients by considering their wealth, life goals, and other objectives
- Serve as a resource for clients with needs surrounding financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy, and business succession planning
- Develop recommendations and identify areas of opportunity to assist clients in achieving their financial goals
- Participate in meeting preparation, research assignments, and other duties as assigned
This is a fantastic opportunity for someone who is passionate about providing expert financial planning advice and guidance to clients. You will have the opportunity to work with a dynamic team and make a real impact on the lives of our clients.
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Wealth Management Trainee
3 days ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeWealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...
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Wealth Management Business Strategist
3 days ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWealth Management Business OpportunityAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. This role offers a unique chance to build a new career in wealth management and provide exceptional service to high net worth expat clients.The main focus of this position is to strategically target and...
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Wealth Management Administrator
4 weeks ago
London, Greater London, United Kingdom St. James's Place Wealth Management Full timeJob 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...
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Wealth Management Associate
1 month ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout 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...
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Wealth Management Professional
1 month ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout 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...
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Wealth Management Professional
2 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeApollo 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...
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Expert Wealth Manager
3 weeks ago
London, Greater London, United Kingdom Norman Alex Full timeAbout the RoleWe are seeking a highly skilled Expert Wealth Manager to join our team at Norman Alex. As a leading wealth management company, we pride ourselves on delivering exceptional service to our clients.The ideal candidate will have a strong background in UK pensions and investments, with a minimum of 5 years of experience selling investment products....
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Wealth Management Legal Expert
4 weeks ago
London, Greater London, United Kingdom Eximius Law Full timeEximius Law is seeking a highly skilled Wealth Management Lawyer to join their London legal team on a permanent basis.Key responsibilities include:Drafting, reviewing and negotiating bespoke investment management agreements, custody, lending and other relevant documentation;Providing expert legal support to the UK Wealth Management business;Responding to ad...
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Wealth Management Expert
3 days ago
London, Greater London, United Kingdom Page Personnel Sales Full timeAbout the JobWe are seeking a skilled Wealth Management Expert to join our team at Page Personnel Sales. In this role, you will work with high net worth individuals, providing expert financial support and advice to help them achieve their financial goals.Key ResponsibilitiesDevelop and implement financial strategies to meet the needs of high net worth...
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Expert in Wealth Management and Stockbroking
3 weeks ago
London, Greater London, United Kingdom SS&C Technologies Holdings Full timeWealth and investment management professional sought for a role specializing in stockbroking propositions and services.Key Responsibilities:Deliver expert advice on wealth management and stockbroking strategies.Develop and maintain strong relationships with high net worth clients.Stay up-to-date with market trends and regulatory...
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Wealth Management Specialist
3 days ago
London, Greater London, United Kingdom Nova Wealth Full timeUnlock Your PotentialWe are seeking an experienced Financial Planner to join our dynamic team at Nova Wealth. As a key member of our team, you will play a vital role in shaping our advice delivery methods and driving business growth.About UsNova Wealth is a forward-thinking company that aims to revolutionize the financial advice industry in the UK. We...
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London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...
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HNW Wealth Management Expert
3 days ago
London, Greater London, United Kingdom JK Legal Full timeJK Legal is seeking a highly skilled HNN Wealth Management Expert to join their team. The ideal candidate will have experience in wealth management, with a strong focus on agriculture and rural property.The role will involve working with HNW & UHNW individuals and privately owned businesses, as well as handling renewable energy work and agricultural...
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Wealth Management Professional
4 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeYour 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...
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Career Advancement in Wealth Management
3 days ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time**Job Title:** Financial AdviserAbout Us:Enver Wealth Management Ltd. is a reputable firm that has established itself as a trusted adviser to clients, particularly those in the online influencer space. Founded by Ed Enver in 2014, we have grown into one of SJP's most successful and fastest growing businesses.Salary: We offer both an employed and...
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London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeThe 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...
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Wealth Management Expert
1 month ago
London, Greater London, United Kingdom Undisclosed Full timeJob Title: Wealth Management ExpertAbout the Role:We are working with a growing FinTech firm based in London who deliver institutional level solutions to highly sophisticated private investors. This is one of the most exciting FinTechs that have launched in the last decade and already have significant Assets on board. Their culture is progressive, collegiate...
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Business Analyst
1 month ago
London, Greater London, United Kingdom Titan Wealth Holdings Full timeAbout usThe Titan Wealth Group provides a broad range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, Titan is an active acquirer of UK-based...
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Wealth Business Analyst
4 weeks ago
London, Greater London, United Kingdom Titan Wealth Holdings Limited Full timeAbout UsThe Titan Wealth Group provides a comprehensive range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Our strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, we actively acquire UK-based asset...
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Investment Portfolio Manager
3 weeks ago
London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full timeJob Summary: We are seeking a highly skilled Investment Advisor to join our team at LOM Financial Group - Wealth Management. As an Investment Advisor, you will be responsible for providing expert financial advice and planning to our high net worth clients.About the Role: This is a unique opportunity to work with a leading investment firm in the financial...