Wealth Management Specialist

1 day ago


Maidstone, Kent, United Kingdom CV-Library Full time

The successful candidate will be part of a leading global provider of trusted wealth planning and investment management solutions, with a growing network of offices across the UK and globally.

Job Description:

Develop and maintain internal relationships, manage client documentation, and produce high-quality financial planning reports.

Requirements:
  • A strong background in Wealth and Investment management is desirable but not essential.
  • Proficient in using Microsoft Office applications.


  • Maidstone, Kent, United Kingdom CV-Library Full time

    We are looking for a talented Wealth Management Associate to join our team in East Malling. As a key member of our Wealth Management division, you will be responsible for providing administrative support to our advisory team.About the Role:Providing administrative support to our advisory team, including monitoring diaries, opportunities, queries, and...


  • Maidstone, Kent, United Kingdom Financial Divisions Full time

    Job OpportunityWe are seeking a skilled Financial Planner to join our team at Financial Divisions, a renowned independent wealth planning firm based in Kent. As a key member of our team, you will play a vital role in generating new business and building relationships with clients across the region.The ideal candidate will have a strong background in...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    We are seeking a highly motivated Financial Services Specialist to join our team in East Malling. As a key member of our Wealth Management division, you will play a vital role in supporting our advisors and clients.About the Role:Providing administrative support to our advisory team, including monitoring diaries, opportunities, queries, and...


  • Maidstone, Kent, United Kingdom Nationwide Specialist Services Full time

    Job DescriptionWe are seeking highly skilled Specialist Cleaning Operatives to join our team at Nationwide Specialist Services. As a specialist cleaning operative, you will be responsible for delivering high-quality cleaning services to our clients across various locations.Key Responsibilities:To travel to various client sites to deliver specialist cleaning...


  • Maidstone, Kent, United Kingdom Elite Touch Group Full time

    Job Description:We are seeking an Estate Planning Specialist to join our team at the Elite Touch Group. As an Estate Planning Specialist, you will be responsible for drafting and advising on Wills and LPAs, managing probate matters, and advising on estate planning to ensure efficient wealth transfer.Main Responsibilities:Drafting and advising on Wills and...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    Are you a seasoned Financial Advisor looking for a new challenge? CV-Library in Chatham has an exciting opportunity for a Financial Planning Specialist to join our team.In this role, you'll have the chance to leverage your expertise to deliver exceptional results for our clients. With a solid foundation of existing clients and leads, you'll be able to focus...


  • Maidstone, Kent, United Kingdom Nationwide Specialist Services Full time

    Job Title: Mobile Cleaning SpecialistWe are seeking a skilled and motivated Mobile Cleaning Specialist to join our team in Nationwide Specialist Services. As a Mobile Cleaning Specialist, you will be responsible for delivering high-quality cleaning services to various supermarkets and petrol forecourt locations across the UK.Key Responsibilities:To travel to...


  • Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full time

    About the RoleWe are seeking a highly skilled Financial Operations Specialist to join our team in Maidstone. This is a 9-month fixed term contract, working Monday to Friday, 9-5.The ideal candidate will have a strong understanding of cash books and purchase and sales ledgers. You will be responsible for managing accounts receivable and ensuring accurate...


  • Maidstone, Kent, United Kingdom Stride Resource Management Ltd Full time

    Job Title: Regulatory Compliance SpecialistCompany Overview:


  • Maidstone, Kent, United Kingdom Hays Specialist Recruitment Ltd Full time

    About UsHays Specialist Recruitment Limited offers a wide range of recruitment services, specializing in finance and accounting roles. We pride ourselves on delivering excellent results for our clients and candidates alike.Job DescriptionWe are currently seeking a skilled Accounts Receivable Manager to join our team in Maidstone. The position is a 9-month...


  • Maidstone, Kent, United Kingdom CV-Library Full time

    Salary and BenefitsThe estimated salary for this position is £45,000 - £55,000 per annum, depending on experience. You will also receive private medical insurance, employee assistance program, private pension, and a discretionary annual bonus of up to 10% of your salary. Additionally, you can enjoy hybrid/remote working and 28 days' holiday plus Bank...


  • Maidstone, Kent, United Kingdom Nationwide Specialist Services Full time

    Opportunity SummaryWe are seeking a highly motivated Specialist Cleaning Operative to join our team at Nationwide Specialist Services. This is an excellent opportunity for someone who enjoys working independently and as part of a team, with a strong focus on delivering high-quality cleaning services.The successful candidate will be responsible for travelling...


  • Maidstone, Kent, United Kingdom Chevron Traffic Management Limited Full time

    Chevron Traffic Management Limited is a leading provider of traffic management services. We are seeking an experienced Traffic Management Operative to join our team in this challenging and rewarding role.The successful candidate will be responsible for installing, maintaining, and removing temporary traffic management on high-speed roads. This will involve...


  • Maidstone, Kent, United Kingdom Apleona HSG Facility Management Full time

    Apleona HSG Facility Management is seeking a highly skilled Facilities Maintenance Specialist to join our team in Aylesford, ME20 7BU. This role involves maintaining the cleanliness of client premises to the highest standards.Company OverviewApleona is a leading UK provider of integrated facilities management services, operating across 520 sites and...


  • Maidstone, Kent, United Kingdom Financial Divisions Full time

    **Job Overview:**We are seeking a highly skilled Financial Planner to join our team at Financial Divisions, a leading independent wealth planning firm in Kent. This is an excellent opportunity for a motivated and business development-focused individual to grow their career in a dynamic and supportive environment.Key Responsibilities:To generate new business...


  • Maidstone, Kent, United Kingdom Reed Specialist Recruitment Ltd Full time

    We are seeking an experienced and results-driven Senior Production Manager to lead our engineering team in Maidstone. This is a fantastic opportunity to showcase your leadership skills, drive productivity, and contribute to the success of our manufacturing operations.About the RoleThis position involves coordinating tasks, ensuring timely completion, and...


  • Maidstone, Kent, United Kingdom Alliance Healthcare Management Services Limited Full time

    At Alliance Healthcare Management Services Limited, we're committed to delivering exceptional healthcare solutions. As a Freight Delivery Specialist, you'll play a vital role in ensuring the timely and efficient transportation of essential products to our customers.Job DetailsWe offer a competitive salary of £35,842.56 per annum, which reflects the...


  • Maidstone, Kent, United Kingdom Financial Divisions Full time

    **Job Description:**We are seeking a highly skilled Financial Planner to join our team at Financial Divisions, a leading independent wealth planning firm in Kent. As a Financial Planner, you will play a key role in generating new business leads, building relationships with key stakeholders, and contributing to the growth and success of the...


  • Maidstone, Kent, United Kingdom Elite Touch Group Full time

    Job Title: Probate Matters ManagerThe Elite Touch Group is seeking a highly experienced Probate Matters Manager to join our team. In this role, you will be responsible for managing probate matters, drafting and advising on Wills and LPAs, and advising on estate planning to ensure efficient wealth transfer.Main Responsibilities:Managing probate...


  • Maidstone, Kent, United Kingdom Novax Recruitment Ltd Full time

    Tenancy Management SpecialistNovax Recruitment Ltd has a new opportunity for a Tenancy Management Specialist. The successful candidate will be responsible for overseeing tenancy sign-ups, enforcing tenancy conditions, and managing anti-social behaviour cases. This position requires the ability to work independently and make decisions based on sound judgment....