Wealth Management Associate
1 month ago
Your primary responsibilities will include preparing suitability reports, working closely with Financial Planners, and attending client meetings to ensure seamless delivery of cash flow modeling services. To be successful in this role, you will need a Level 4 qualification in Financial Planning, a strong understanding of financial planning principles, and demonstrable experience in paraplanning. The ideal candidate will be rewarded with a competitive salary of £48,000 - £58,000 per annum, as well as comprehensive benefits including private medical insurance, life assurance, pension contribution, and a generous holiday package.
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Wealth Management Associate
1 month ago
Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited invites applications from motivated Wealth Management Associates who are passionate about providing exceptional client experiences. This exciting role offers opportunities for career growth, skill development, and collaboration with experienced professionals.The estimated salary for this position is £35,000 - £50,000...
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Client Service Associate
4 weeks ago
Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services, offering a wide range of highly active employee resource groups and multiple diversity, equity, and inclusion initiatives across the organisation.About the Job DescriptionThis role is ideal for an experienced Client Service Associate - Wealth...
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Office Administrator
7 months ago
Manchester, United Kingdom Falcon Wealth Management Full time**Office Administrator (Wealth Management)** Location: Manchester, Full Time, Permanent **Salary**: Negotiable, Depending on Experience **Company Overview**: Falcon Wealth Management is a dynamic and forward-thinking firm serving high-caliber clients, including hedge funds, stockbrokers, private equity firms, and investment managers. Our client-first...
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Wealth Management Specialist
3 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeWealth Management RoleFerguson Dean, a reputable regional financial planning practice, is currently seeking a Wealth Management Specialist to manage a portfolio of high net worth clients in Manchester. This challenging yet rewarding role offers the chance to develop your skills and expertise while contributing to the company's success.The successful...
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Wealth Management Administrator
4 weeks ago
Manchester, United Kingdom Integro Partners Full timeWealth Management Administrator £28-32K depending on experience Manchester City Centre Tired of working for a large corporate & feeling unappreciated? Wanting to progress your career but not given the opportunity? This opportunity could be the chance to kick-start your Wealth career….An award winning, city centre Manchester based Wealth...
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Wealth Management Administrator
1 month ago
Manchester, United Kingdom CV-Library Full timeWealth Management Administrator £28-32K depending on experience Manchester City Centre Tired of working for a large corporate & feeling unappreciated? Wanting to progress your career but not given the opportunity? This opportunity could be the chance to kick-start your Wealth career…. An award...
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Senior Associate
4 weeks ago
Manchester, United Kingdom Sellick Partnership Limited - Private Practice Full timeAbout Our TeamSellick Partnership Limited - Private Practice is seeking an experienced Private Client Solicitor/Associate to join their team in Manchester. As a key member of the team, you will work with high-net-worth individuals, business owners, and families on private wealth and family legal matters.We are looking for someone with 3-5 years PQE and...
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Wealth Manager
1 month ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field.This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...
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Wealth Management Specialist
3 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeWealth Management RoleAs a Wealth Management Specialist with NJR Recruitment, you will have the opportunity to work collaboratively with Directors and Senior Consultants to provide technical support for key products and services delivery to clients.Key Responsibilities:Support clients in information gathering and planning from case-by-case delivery.Act as an...
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Wealth Manager
2 months ago
Manchester, United Kingdom Franklyn Full timeJob Description Franklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager. Job Title: Adviser Location: Manchester Area Minimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD,...
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Wealth Manager
5 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF RDR...
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Wealth Manager
5 months ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management, one of SJP's most successful Partners, are looking to grow their team with a new Wealth Manager.Job Title: AdviserLocation: Manchester AreaMinimum Requirements: A candidate with experience in Wealth Management or a relevant financial services field. This individual must be fully qualified (DipFA, IAD, CISI or equivalent QCF...
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Wealth Management Assistant
4 weeks ago
Manchester, United Kingdom CV-Library Full timeWealth Management Administration Job DescriptionWe are seeking a highly skilled administrator to join our team, working closely with Paraplanners and Financial Advisors to deliver exceptional client service.The successful candidate will have experience in wealth management administration, with a strong understanding of financial processes and procedures.The...
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Wealth Management Consultant
4 weeks ago
Manchester, United Kingdom Vision-FS Recruitment Full timeVision-FS Recruitment is a leading Financial Services Recruitment business covering the UK market, specialising in Financial Planning, Wealth Management, and Employee Benefits Recruitment.We are currently seeking a highly motivated Wealth Management Consultant to join our team of Diploma Qualified Financial Advisors across the UK. As a successful candidate,...
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Wealth Management Advisor
4 weeks ago
Manchester, United Kingdom Franklyn Full timeFranklyn Wealth Management OpportunityWe're seeking a skilled wealth manager to enhance our team at Franklyn Wealth Management, one of SJP's top partners.Role: AdviserArea: Greater Manchester RegionEssential Requirements:An individual with wealth management expertise or relevant industry background.Hold a DipFA, IAD, CISI certification, or be pursuing a QCF...
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Wealth Management Professional
3 weeks ago
Manchester, United Kingdom Franklyn Full timeOpportunity Summary:We are looking for a seasoned Wealth Manager to join our dynamic team in the Manchester area. As a key player, you will be responsible for building long-lasting relationships with clients, providing expert guidance, and helping them achieve their financial objectives.About Franklyn Wealth Management:As one of SJP's most successful...
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Wealth Management Coordinator
4 weeks ago
Manchester, United Kingdom Integro Partners Full timeWealth Management AdministratorIntegro Partners Opportunity:An award-winning wealth management firm seeks an experienced administrator to support its paraplanning team in Manchester City Centre.This is a unique chance to join a growing business and contribute to its development, with potential opportunities for career progression as the team expands.The...
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Nationwide Wealth Manager
3 weeks ago
Manchester, United Kingdom Vision-FS Recruitment Full timeBecome part of a dynamic and successful team in the financial sector, working as a Financial Advisor with a prestigious national Financial Planning and Wealth Management Business. This exciting opportunity offers a chance to develop your skills and build a successful career in wealth management.In this role, you will be responsible for advising clients on...
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Wealth Planner
7 months ago
Manchester, United Kingdom James Phillip Financial Recruitment Full timeJames Phillip Financial Recruitment are working with a national Wealth & Asset management company. Internationally backed. Working within the Wealth Planning team providing high level financial planning advice to HNW clients while also supporting the Client Directors with technical support. While heavily pensions dominated this area of the business...
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Wealth Management Professional
4 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeWe are looking for a highly skilled Wealth Management Professional to join our team at Ferguson Dean in Manchester. This is a fantastic opportunity for a professional to manage a portfolio of private clients with assets ranging from £250,000 to £5 million.The successful candidate will oversee a £20 million portfolio and be responsible for sourcing new...