Wealth Management Career Opportunities
2 weeks ago
Lloyd Recruitment in Epsom is seeking a skilled professional to join their wealth management team. As a key member of the team, you will play a vital role in supporting advisers, handling client administration, and ensuring compliance standards are met.
Job Requirements:- Experience in financial services administration, preferably with a focus on wealth management.
- Strong organisational skills, with the ability to prioritise tasks and manage multiple projects.
- Excellent communication skills, with the ability to build strong relationships with clients and colleagues.
Our compensation package includes a base salary of £32,000 per annum, plus additional benefits such as clear career progression and full training and development.
Work Environment:This role is based in a dynamic and supportive team environment, with opportunities for growth and development.
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Wealth Management Assistant
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAt Artemis Recruitment Consultants Ltd, we are seeking a Wealth Management Assistant to provide essential support to our wealth advisers in Banstead.Responsibilities include:Providing paraplanning support to wealth advisersResearching products, financial planning solutions, and investment strategiesPreparing recommendation reports for client...
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Wealth Management Development Programme
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Management TraineeThis exciting opportunity is available at a wealth management firm based in Banstead, Surrey. As a trainee financial planner, you will play a key role in supporting our team and contributing to business growth.Your responsibilities will include assisting with projects, working closely with our administration team, and engaging with...
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Wealth Planning Support Specialist
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Planning Support SpecialistArtemis Recruitment Consultants Ltd is recruiting for a Wealth Planning Support Specialist to join their prestigious client's team. This is a unique chance to gain expertise in wealth management and build relationships within a renowned organization.About Us:Our client has over 20 years of experience in the financial...
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Wealth Management Support Specialist
4 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeCompany ProfileArtemis Recruitment Consultants Ltd is a specialist recruitment agency operating within the financial services sector. We deliver exceptional staffing solutions to organizations across the UK.Job DetailsThis position involves supporting the wealth management team in Coulsdon, Surrey. Key responsibilities include assisting with financial...
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Wealth Advisory Support Professional
4 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJoin Our Wealth Team:We're looking for a motivated Trainee Paraplanner to support our wealth advisers in Coulsdon, Surrey.About the Job:You will work closely with experienced wealth managers to deliver exceptional client service.Research and prepare comprehensive reports to inform client decisions.Develop your skills in paraplanning, administration, and...
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Career Opportunities Coordinator
1 day ago
Banstead, Surrey, United Kingdom Shaw Trust Full timeAbout Shaw Trust:At Shaw Trust, we provide services to support individuals with a criminal record in custody and the community. Our mission is to help people overcome barriers and reintegrate into society.About the Role:We are seeking an Career Opportunities Coordinator to prepare and deliver high-quality interventions to offenders, promoting confidence and...
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IFA Trainee Opportunity
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Trainee Opportunity - BansteadWe are recruiting a trainee financial planner to join our team at a wealth management firm in Banstead, Surrey. This exciting opportunity is designed for a motivated individual to develop their skills and become a fully qualified adviser.In this role, you will work closely with our administration team to gather policy...
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Personal Assistant Career Opportunity
2 weeks ago
Banstead, Surrey, United Kingdom Nurse Seekers Full timeCompany Overview:Nurse Seekers is a leading provider of home care services, dedicated to delivering high-quality care and support to individuals in their own homes.About the Job:We are currently seeking a Care Assistant to join our team, providing personal care and support to clients in their own homes. This is an excellent opportunity for those who want to...
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Nursing Career Progression Opportunities
2 days ago
Banstead, Surrey, United Kingdom MediTalent Ltd Full timeCompany Overview: MediTalent Ltd is a leading private healthcare provider dedicated to delivering outstanding patient care in a modern, high-quality workplace.Salary: The salary for this role is up to £47,000 per annum, plus benefits and paid enhancements.Job Description: We are recruiting a Staff Nurse specialising in Neuro-Rehab to collaborate with the...
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Investment Paraplanning Professional
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeInvestment Paraplanning ProfessionalJoin Artemis Recruitment Consultants Ltd as an Investment Paraplanning Professional and take the first step towards a fulfilling career in financial planning. Our esteemed client seeks a dedicated individual to assist their wealth advisers in delivering exceptional client service.About Us:Our client, a well-established...
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Financial Planner Assistant
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Planner AssistantAbout Us:A leading recruitment consultancy, Artemis Recruitment Consultants Ltd, is seeking a skilled Financial Planner Assistant to join our team. Our client, a reputable wealth management company, offers an exciting opportunity for the right candidate to develop their career in financial planning.Job Summary:We are...
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Paraplanning Support Specialist
1 day ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an ambitious and detail-oriented Paraplanner or Trainee to join our team in Coulsdon, Surrey. The successful candidate will provide vital support to a team of wealth advisers, contributing to the delivery of exceptional client outcomes.As a key member of our team, you will have the opportunity to develop your skills and knowledge, working...
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Paraplanning and Advisory Role
2 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you looking for a challenging role that combines finance and administration? We are recruiting for a Trainee Wealth Adviser to join our team in Coulsdon, Surrey. As a Trainee Paraplanner, you will work closely with our wealth advisers, providing essential support with client management, technical reports, and investment transactions.Job Description:In...
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Paraplanning and Administration Expert
4 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Advisory Support:Artemis Recruitment Consultants Ltd seeks a skilled Trainee Paraplanner to support its wealth advisory team in Coulsdon, Surrey.About the Position:Provide administrative and technical support to wealth advisers.Conduct thorough research on financial planning solutions and investment strategies.Prepare detailed reports for client...
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Financial Planning Associate
1 day ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you a detail-oriented individual looking to support a team of wealth advisers in Coulsdon, Surrey? We are seeking an experienced Paraplanner or Trainee to provide vital paraplanning support. This role offers the potential to progress into an Advisory role within the firm.We offer a competitive salary range of £35k - £45k per annum.About the RoleThis is...
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Senior Wealth Management Advisor
2 days ago
Banstead, Surrey, United Kingdom HSBC Global Services Limited Full timeCompany OverviewHSBC Global Services Limited is a leading financial institution with a rich history and global presence. Our mission is to provide innovative banking solutions to individuals, businesses, and institutions worldwide.
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Financial Services Professional
2 weeks ago
Banstead, Surrey, United Kingdom Lloyd Recruitment - Epsom Full timeWealth management firm Lloyd Recruitment in Epsom is seeking a talented individual for a key role within their team. The ideal candidate will have experience in financial services administration and be highly organised, detail-focused.Job Description:This is an exciting opportunity to gain hands-on experience by shadowing senior planners, building client...
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Financial Planning Assistant
4 days ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Trainee Paraplanner - CoulsdonWe are seeking skilled individuals to provide support to wealth advisers in the Coulsdon area of Surrey. This role offers opportunities for growth, with potential progression into an advisory position.About the Role:Provide exceptional support to a team of wealth advisers.Conduct research on financial planning...
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Financial Planning Associate
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Associate to provide vital support to wealth advisers in Banstead.Key responsibilities include:Providing paraplanning support to wealth advisersResearching products, financial planning solutions, and investment strategiesPreparing recommendation reports for client meetingsProviding...
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Financial Services Trainee
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeTrainee Financial Planner - BansteadWe are seeking a highly motivated individual to join our wealth management firm in Banstead, Surrey. This exciting opportunity is designed for a trainee financial planner to develop their skills and become a fully qualified adviser.As a trainee financial planner, you will work closely with our administration team to gather...