Wealth Management Assistant
14 hours ago
Are you looking for a challenging and rewarding role in the financial sector?
Job Overview:- We are seeking an experienced Administrator to join our Newcastle office and support our Advisers in providing excellent service to clients.
- As an Administrator, you will be responsible for preparing correspondence, maintaining client data, and processing new business.
- You will also build relationships with clients, interact with them directly, and arrange meetings for Advisers as required.
- A competitive salary: £32,000 - £40,000 per annum.
- Opportunities for career progression within the company.
- A comprehensive benefits package, including pension, life assurance, and corporate eyecare cover.
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Wealth Management Coordinator
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeJob DescriptionWe are seeking an experienced Administrative Support Role for our Financial Planning & Wealth Management Business.Responsibilities include preparing correspondence, ensuring client records are accurate and up-to-date, processing letters of authority, and maintaining administration systems.The ideal candidate will have excellent communication...
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Wealth Management Coordinator
2 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeAbout the Opportunity:We are seeking a highly motivated and organized Wealth Management Coordinator to join our team in Newcastle. As a key member of our team, you will provide administrative support to our Financial Advisers, ensuring the smooth delivery of services to our clients.Key Responsibilities:Prepare correspondence, including letters and emails, to...
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Wealth Management Professional
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom JohnstonGreer Ltd Full timeJob Summary:We are looking for a skilled Paraplanner to join our team at JohnstonGreer Ltd. As a key member of our Wealth Management team, you will provide technical support and assist with the compilation of advice for our high-net-worth clients.About the Role:This is a fantastic opportunity to work with a prominent Wealth Management firm and contribute to...
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Wealth Management Compliance Lead
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full timeJob Title: Wealth Management Compliance LeadAzets is seeking a highly experienced Wealth Management Compliance Lead to join our team. As a key member of our compliance team, you will be responsible for leading our Wealth Management compliance efforts and ensuring that all activities comply with relevant laws and regulations.In this role, you will oversee the...
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Wealth Management Professional
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom True Potential LLP Full timeJoin 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...
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Wealth Management Associate
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full timeJoin 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...
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Wealth Management Compliance Expert
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full timeAzets is looking for an experienced Wealth Management Compliance Expert to join our team.The ideal candidate will have a deep understanding of regulatory requirements and strong leadership skills to adapt to a changing compliance landscape.This role requires up-to-date knowledge of relevant laws and regulations affecting Wealth Management services and...
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Financial Wealth Manager
4 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeEvelyn 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...
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Compliance Officer-Wealth Management Specialist
2 months ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Group Full timeJob 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...
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Director of Investment and Wealth Management
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full timeAbout the Role: Director of Investment and Wealth ManagementLocation: Newcastle upon TyneSalary: £80,000 - £100,000 per annum + performance-related bonus and comprehensive benefits packageWe are seeking a skilled and ambitious professional to lead our investment and wealth management team. Your focus will be on developing quality business from various...
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Pension Administration Professional
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeAbout the JobWe are currently recruiting for a Pension Administration Professional to join our team at Recruit Wealth Ltd in Newcastle.This is a fantastic opportunity to work with a well-established company that values its employees and offers a range of benefits.Key ResponsibilitiesThe successful candidate will be responsible for:Supporting the paraplanning...
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Wealth Management Paraplanner Position
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom IDEX Consulting Full timeA Paraplanning position has become available at IDEX Consulting Ltd, a prominent national Wealth Management firm with offices in Chester and Newcastle. This home-based role requires occasional visits to the offices, so the ideal candidate must be able to commute easily to one of the locations.Main ResponsibilitiesPrepare financial reports by analyzing data...
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Planning and Administration Specialist
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeAbout the CompanyWe are representing a leading national Financial Planning & Wealth Management business that is seeking experienced Administrators to join their regional Newcastle offices.About the JobThis is an exciting opportunity to work with a modern, highly ethical and rewarding employer who offers genuine career opportunities for Financial Services...
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Pensions Administrator
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeCompany OverviewRecruit Wealth Ltd is a well-known, trusted brand with Private Equity backing, experiencing rapid growth and expansion across the UK.Job DescriptionWe are seeking experienced Paraplanners to join our national Financial Planning client in their regional Newcastle offices.ResponsibilitiesThe successful candidate will have the following...
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Financial Planning Specialist
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeJob OverviewWe are seeking experienced Paraplanners to join Recruit Wealth Ltd in their regional Newcastle offices.This is an exciting opportunity to work for a well-known, trusted brand that has secured Private Equity backing and is experiencing rapid growth and expansion.About the RoleThe ideal candidate will have experience in pension administration and...
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Private Wealth Tax Specialist
2 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Womble Bond Dickinson (UK) LLP Full timeWe have an exciting opportunity for a Private Wealth Tax Specialist to join our team in Newcastle or Bristol. As a key member of our Tax/Trust Accounting team, you will be responsible for preparing tax returns, managing client relationships, and ensuring that all tasks are completed efficiently.Your main responsibilities will include:Preparing and reviewing...
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Financial Administrator
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Recruit Wealth Ltd Full timeAbout the RoleThis is an exciting opportunity to work with a modern, highly ethical and rewarding employer who offers genuine career opportunities for Financial Services professionals.Prepare correspondence including letters and emailsEnsure accurate and up-to-date client recordsProcess letters of authority and chase up providersMaintain administration...
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Compliance Risk Manager
6 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Full timeJob Title: Compliance Risk ManagerAt Azets, we are seeking a highly skilled Compliance Risk Manager to join our team. This is an exciting opportunity for an experienced professional to lead our compliance efforts and ensure the highest standards of regulatory compliance across all Wealth Management activities.As a Compliance Risk Manager, you will be...
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Wealth Management Associate
1 day ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom JohnstonGreer Ltd Full timeWe are currently seeking an experienced Paraplanner to join our team at JohnstonGreer Ltd, a leading provider of IFA advice to high-net-worth individuals.The ideal candidate will have a strong background in investment planning and retirement planning, and will be able to demonstrate excellent technical knowledge and communication skills.Job...
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Compliance Risk Manager
3 days ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Azets Group Full timeAzets Group Job Overview">We are a leading business advisory and accountancy firm looking for an experienced Compliance Risk Manager to join our Wealth Management team in Newcastle. As a key member of our compliance department, you will play a crucial role in ensuring our Wealth Management activities comply with relevant laws, regulations, and internal...