Wealth Management Career Opportunities

2 weeks ago


Banstead, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time

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.
Compensation and Benefits:

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.



  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    At 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Wealth 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Wealth 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Join 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...


  • Banstead, Surrey, United Kingdom Shaw Trust Full time

    About 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    IFA 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...


  • Banstead, Surrey, United Kingdom Nurse Seekers Full time

    Company 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...


  • Banstead, Surrey, United Kingdom MediTalent Ltd Full time

    Company 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Investment 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Are 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Wealth 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Are 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...


  • Banstead, Surrey, United Kingdom HSBC Global Services Limited Full time

    Company 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.


  • Banstead, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time

    Wealth 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Artemis 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...


  • Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Trainee 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...