Senior Wealth Management Professional

Wealth Management ProfessionalAvaloq, a leading provider of wealth management technology and services, is seeking a Wealth Management Professional to join its team. With a strong focus on innovation and customer satisfaction, the company offers a challenging and rewarding work environment that allows employees to grow and develop their careers.The ideal...

We are Schroders Recruitment, a leading wealth management firm headquartered in London. We offer a range of services, including investment, wealth planning, lending, and family office services. Our team is dedicated to delivering excellent client service and investment management for our clients.The role of an Assistant Fund Manager is a critical one,...

About the RoleThis is an exciting opportunity for a seasoned professional with excellent client-facing skills and strong analytical abilities. You will work closely with colleagues to deliver our Wealth Management 360 service and other financial planning solutions. Your role will involve engaging with clients, understanding their needs, and presenting...

Job OverviewThe Wealth Management Administrator will support Wealth Managers in managing client relationships, ensuring timely information is available for client meetings. The ideal candidate will possess strong organisational skills and attention to detail, with the ability to manage multiple tasks and prioritise effectively.

About Schroders RecruitmentWe help private individuals, families, and charities achieve their long-term financial objectives.Our Wealth Planners provide expert financial advice to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Job RoleWe are looking for a highly...

We are seeking a highly skilled Wealth Management Professional to join our team at Schroders.The RoleYou will be responsible for supporting Portfolio Managers and Directors in managing clients' portfolios, developing relationships of trust, and reacting to client enquiries.Key QualificationsBachelor's degree in a relevant field such as finance or...

Career Advancement in Financial ServicesWe are looking for an experienced Wealth / Asset Management Consultant to join our team in London or Edinburgh. As a key consultant, you will play a critical role in driving change and transformation in the financial services industry.About the Role:You will lead operational and change initiatives in wealth and asset...

Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

My client is a well-respected wealth management firm based in the heart of Edinburgh. We are seeking an experienced Paraplanner to join our team, providing support to our Financial Adviser and MD.The ideal candidate will have a background in Pensions and Investments, with excellent report writing skills and experience of using research tools such as FE...

About Cazenove CapitalCazenove Capital is a leading wealth management business providing investment solutions to private individuals, families, and charities. Our expertise in financial planning enables us to deliver tailored advice and guidance to meet our clients' unique needs.The RoleWe are seeking a skilled Wealth Management Advisor to join our team of...

We are looking for an experienced Administrative Professional to join our team at Meraki Talent Ltd in Edinburgh. As a key member of our team, you will be responsible for supporting the Wealth Managers in managing client relationships and ensuring the smooth running of general operations.Key Responsibilities:Assist the Wealth Managers in processing new...

Job OverviewEden Scott, a reputable wealth management practice, is seeking an experienced Independent Financial Advisor to join their team. This exciting opportunity will see you working with a client base featuring recurring income and servicing your book of business, as well as dealing with new business.About the RoleThe successful candidate will be...

Senior Consultant and Manager Position in Wealth and Asset ManagementWe are looking for a highly skilled professional to lead our consulting team in London or Edinburgh.About the Job DescriptionThis role requires someone with operational or change experience in wealth, asset management, or private banking. You will work closely with global financial...

Seeking Wealth Management ExpertSalary: £60,000 - £80,000 per annum (dependent on experience)About the Company:Quilter Financial Planning is a respected leader in the financial services sector, committed to providing expert advice to clients.Job Summary:We're searching for a skilled Wealth Management Expert to join our team. You'll work collaboratively...

About the RoleWe are seeking an experienced Wealth Management Support Professional to join our team at Eden Scott. As a key member of our financial planning team, you will provide technical research and report writing support to our financial advisers.The ideal candidate will have a minimum of 2 years experience in financial planning or wealth management,...

We are seeking a senior financial advisor to join our Scottish team. As a key member of our team, you will be responsible for providing exceptional client service and working collaboratively with our existing advisors. The role offers a competitive salary and a range of benefits.About the CompanyEden Scott is a specialist recruitment agency in Financial...

Eden Scott is a leading recruitment agency supporting top wealth management practices in their growth. We are currently working with a highly reputable, stable practice looking for an experienced IFA to join their team due to expansion and further acquisitions.">About the JobThe role will be home or office based, providing flexibility and work-life...

Wealth Management Administrator">Paying up to £30,000 plus benefits">As a Senior IFA Administrator at JohnstonGreer Ltd, you will play a vital role in supporting our Financial Planning Director and another IFA.">This company delivers exceptional quality service to its High Net Worth clients, focusing on Private Client Investment and Retirement...

Career OpportunityIDEX Consulting is a leading consulting firm seeking a talented Private Wealth Management Professional to join our team. In this role, you will work closely with high net worth individuals, providing expert financial guidance and advice.Key Responsibilities:Develop and maintain relationships with clients, understanding their financial goals...