Wealth Management Assistant

**Job Description**We are seeking a highly organized and skilled Financial Planning Administrator/Relationship Exec Assistant to join our team at Recruit Wealth Ltd. The successful candidate will provide administrative support to our Financial Planners, ensuring the smooth delivery of services to clients.The ideal candidate will have excellent communication...

**Job Summary**We are seeking an experienced Financial Planning Administrator/Relationship Exec Assistant to join our team at Recruit Wealth Ltd. This is a unique opportunity to work with a national, Financial Planning and Wealth Management client that is going through rapid expansion.The successful candidate will be responsible for providing administrative...

**About the Role**We are seeking an experienced Financial Planning Administrator/Relationship Exec Assistant to join our team at Recruit Wealth Ltd. This is a unique opportunity to work with a national, Financial Planning and Wealth Management client that is going through rapid expansion.The successful candidate will be responsible for providing...

Company OverviewWe are a leading national brand in the Financial Services sector, driven by Private Equity backing for strategic growth and expansion. Our mission is to deliver exceptional Financial Planning & Wealth Management solutions, fostering long-term relationships with clients through expert advice.

About the RoleAs an Administrative Assistant for Financial Planners, you will be responsible for managing diaries, coordinating appointments, and maintaining accurate records.You will also play a key role in communicating with clients, building trust, and providing a personalized service.The ideal candidate will have excellent communication skills, attention...

Job Title: Financial AdministratorWe are seeking an experienced and skilled Financial Administrator to join our team in Stamford. As a key member of our team, you will provide administrative support to financial advisers and contribute to the delivery of our high-quality services to clients.Our client is a leading wealth management firm, offering a range of...

Job DescriptionThe role of a Senior Personal Assistant is to provide high-level administrative support to a Financial Adviser in a Wealth Management team. The successful candidate will be responsible for ensuring the smooth day-to-day operation of the office and will work closely with the adviser to deliver excellent client service.Key Responsibilities:Diary...

We are seeking a highly skilled Wealth Management Advisor to join our team at Kingswood Group. As a Wealth Management Advisor, you will be responsible for working directly with clients to provide wealth and financial planning solutions.About UsKingswood Group is a global provider of trusted wealth planning and investment management solutions. With a strong...

About Higgs LLPWe strive to be a leading regional law firm, making a positive impact on our people, clients, and community.Our team culture is built on collaboration, loyalty, and a commitment to learning and development.We value enthusiasm and personality when recruiting and want to be an employer of choice for talented individuals.As a Senior Wealth...

We are seeking an experienced Strategic Wealth Manager to join our team at the Kingswood Group.About Us:The Kingswood Group is a leading provider of wealth planning and investment management solutions. With over 9 billion of Assets under Management, we have a growing network of offices across the UK, as well as offices in New York and Johannesburg.Our...

We are seeking a dedicated Wealth Management Support Specialist to join our team based in Burgess Hill. This part-time role requires 3 days a week in the office, ideally with experience in the financial services sector and IT skills.Job Description:This role involves providing administrative support to financial and mortgage advisers, as well as building and...

Financial Services Support Assistant (Part-time)Artemis Recruitment Consultants Ltd is seeking an experienced Administrative Assistant to support its financial services clients in Burgess Hill.Main responsibilities include providing administrative support for financial advisers and mortgage advisers, building strong client relationships.Key...

Job DescriptionThis stand-out role will appeal to an experienced individual seeking a prestigious and highly respected regional office environment. As a Financial Planning Administrator, you will be responsible for building client relationships, managing diaries, coordinating service reviews, issuing documentation, and maintaining accurate client records.You...

GCB Recruitment is seeking a Wealth Management Consultant to join their team of experienced Financial Advisors.As a consultant, you will work closely with clients to provide tailored financial solutions and grow their business.The role requires excellent communication skills, a strong understanding of financial products, and the ability to build long-term...

Artemis Recruitment Consultants Ltd is currently recruiting for a Wealth Management Administrator to join their team near Burgess Hill. This is a great opportunity for an experienced professional to work closely with financial and mortgage advisers, develop strong relationships with clients, and ensure compliance with regulatory requirements.About the...

Retail Assistant Manager - Biggin Hill When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. Do you have a passion for quality retailing, being part of your local community, and want to be a part of the sustainable fashion...

We are seeking an experienced individual to join our team as a Senior Wealth Planning Specialist. This role will involve working directly with clients, providing tailored financial planning solutions and conducting regular reviews.About UsKingswood Group is a leading provider of wealth planning and investment management solutions. With a growing network of...

**Job Overview**: We are seeking a detail-oriented and organized Accounts Assistant to join our clients team. As an Accounts Assistant, you will be responsible for assisting with various accounting tasks and ensuring the accuracy of financial records. This is a great opportunity for someone looking to gain experience in the field of accounting. **Key...

Job Title: Planning Admin InternPrimary Location: Biggin Hill Service Center">About UsBombardier is a global leader in the aerospace industry, committed to delivering exceptional products and services to our customers.We are seeking a highly skilled Planning Admin Intern to join our operations team in Biggin Hill.Role DescriptionProvide administrative...

**Job Category**: - Retail, Industrial & Catering**Job Title**: - FULL-TIME WAREHOUSE ASSISTANT**Job Reference**: - LH**Job Location**: - BIGGIN HILL, WESTERHAM**Job Salary**: - 24K to 26K PA**Job Type**: - PermanentWe have a great opportunity for a warehouse assistant on a full-time permanent basis. Working for this successful and well-established...