Wealth Management Support Specialist

1 week ago


Leeds, Leeds, United Kingdom JohnstonGreer Ltd Full time
About the Job

We require a highly organized and detail-focused individual to provide technical support to our Financial Planners and Directors. The successful candidate will have experience in paraplanning, Level 4 exams, and excellent communication skills.

The estimated salary for this position is around £40,000 annually, depending on location and qualifications. We offer a competitive benefits package and opportunities for professional development.



  • Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Description: Strategic Wealth ManagerWe are seeking a highly motivated and experienced Strategic Wealth Manager to join our team at Artemis Recruitment Consultants Ltd in Leeds.As a Strategic Wealth Manager, you will be responsible for managing a portfolio of clients and providing them with comprehensive financial guidance and advice. Your expertise will...


  • Leeds, Leeds, United Kingdom Recruit Wealth Ltd Full time

    Company Overview:Recruit Wealth Ltd is delighted to be representing one of the fastest-growing, national financial planning businesses in the UK. This private equity-backed business is expanding and acquiring new opportunities.The company provides a comprehensive service across financial planning, wealth management, investment management, and professional...


  • Leeds, Leeds, United Kingdom JohnstonGreer Ltd Full time

    **Job Overview:**JohnstonGreer Ltd is seeking a skilled Paraplanner to provide technical support in wealth management, working closely with Financial Planners and Directors. The company offers a comprehensive range of financial and investment planning services, including retirement and tax planning.


  • Leeds, Leeds, United Kingdom Schroders Personal Wealth Full time

    Head of Reward (Maternity cover)This role is responsible for overseeing the design, implementation and management of compensation and benefit programmes to attract, retain and motivate employees. The successful candidate will develop and implement reward strategies that align with our business objectives.About the RoleWe are seeking a highly skilled and...


  • Leeds, Leeds, United Kingdom Schroders Personal Wealth Full time

    We are seeking a highly skilled Compensation and Benefits Specialist to join our team at Schroders Personal Wealth. As a key member of our HR department, you will be responsible for designing, implementing, and managing compensation and benefit programmes to attract, retain, and motivate employees.Job DescriptionThe successful candidate will have extensive...


  • Leeds, Leeds, United Kingdom Schroders Recruitment Full time

    **Job Summary**Schroders Recruitment is looking for a highly skilled Investment Operations Coordinator to join our team. As an Investment Operations Coordinator, you will play a key role in supporting the Portfolio Management team in delivering exceptional investment services to our clients.The ideal candidate will have excellent IT skills, a keen interest...


  • Leeds, Leeds, United Kingdom Heat Recruitment Full time

    Discretionary Wealth Management ExpertLocation:Leeds/Sheffield AreaSalary Range:£90,000 to £120,000 per annum plus bonus and benefitsAbout the Opportunity:This is an exceptional opportunity to join a leading Asset Management firm as a Discretionary Wealth Management Expert.You will be responsible for managing complex investment portfolios for...


  • Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are looking for a highly skilled Trainee Wealth Manager to join our team in Leeds. The ideal candidate will have a strong understanding of financial services and the ability to work effectively with clients to meet their financial needs.Key Responsibilities:The successful candidate will be responsible for:Conducting client meetings to discuss their...


  • Leeds, Leeds, United Kingdom NJR Recruitment Careers Full time

    We are delighted to be working with a prominent Independent Wealth Management Advisory Firm in Leeds. As part of their ambitious team, they seek a skilled IFA Administrator to assist in their daily activities.About the Role:Support various experienced Advisers in providing complex advice to High Net Worth ClientsProcess new business, manage LOAs, obtain...


  • Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is seeking an experienced Wealth Management Associate to join our dynamic Account Services team. In this role, you will be responsible for proactively supporting our external financial advisers, providing expert guidance on investment information, and maintaining accurate records in our core systems. Your primary focus...


  • Leeds, Leeds, United Kingdom Schroders Personal Wealth Full time

    Head of Reward (Maternity cover)We are looking for a highly skilled and experienced individual to join our team as Head of Reward on a maternity cover basis. The successful candidate will be responsible for developing and implementing reward strategies that align with our business objectives. The role requires a strong understanding of compensation and...


  • Leeds, Leeds, United Kingdom Schroders Personal Wealth Full time

    About the RoleSchroders Personal Wealth aims to improve the way financial advice is offered by making it more affordable, accessible and powerful for more people.We are seeking a Compensation and Benefits Lead to join our team on a maternity cover basis. The successful candidate will be responsible for developing and implementing reward strategies that align...


  • Leeds, Leeds, United Kingdom Schroders Personal Wealth Full time

    Head of Reward (Maternity cover)This role is responsible for overseeing the development and implementation of reward strategies that align with our business objectives. The successful candidate will be responsible for managing performance-related pay, conducting market benchmarking, and ensuring compliance with regulatory requirements and our Remuneration...


  • Leeds, Leeds, United Kingdom IDEX Consulting Full time

    Job OverviewA highly motivated Business Development Manager is required to lead relationships and sales in the Leeds region for a wealth management firm with £6bn AUM, ambitious growth plans, and a unique collaborative culture focused on HNW clients.Key ResponsibilitiesBuild strong relationships with professionals, including Financial Advisors and Chartered...


  • Leeds, Leeds, United Kingdom Beacon Support Full time

    Beacon Support Ltd. is a dynamic organization dedicated to providing specialist support services. As a Specialist Support Professional, you will play a vital role in assisting Higher Education students with disabilities and mental health conditions through one-to-one support.About the Role:You will work closely with students to encourage coping strategies,...


  • Leeds, Leeds, United Kingdom Clarion Solicitors Limited Full time

    Private Wealth Legal Director Job DescriptionWe are seeking a seasoned STEP qualified Legal Director to join our expanding Private Wealth team at Clarion Solicitors Limited.About the Role:This is an excellent opportunity for a highly experienced solicitor or legal executive with a minimum of 8 years' experience in private wealth law to take on a leadership...


  • Leeds, Leeds, United Kingdom SaccoMann Full time

    Job Title:Senior Private Wealth SolicitorJob Description:We are seeking a Senior Private Wealth Solicitor to join our esteemed Legal 500 firm in Leeds City Centre.Our client is a highly regarded law firm with a strong reputation for handling both national and local work of the highest standard. Working in modern, open plan offices, they can offer you a...


  • Leeds, Leeds, United Kingdom Beacon Support Full time

    Beacon Support Ltd. is seeking a highly skilled Academic Support Specialist to provide one-to-one study skills and strategy support to Higher Education students.About the Role:This is a specialist role that requires experience in working with individuals with specific learning differences, ideally in higher or further education.The successful candidate will...


  • Leeds, Leeds, United Kingdom Clarion Solicitors Limited Full time

    Job Title: Private Wealth Director of LawCompany Overview:Clarion Solicitors Limited is a reputable law firm seeking an experienced Private Wealth Director of Law to join their team.Salary:We offer a competitive salary of approximately £120,000 - £150,000 per annum, reflecting the high level of expertise and experience required for this role.Job...


  • Leeds, Leeds, United Kingdom Recruit Wealth Ltd Full time

    Unleash Your Potential in a Dynamic Financial Planning EnvironmentThis exciting opportunity has arisen to join a dynamic and fast growing Financial Planning business in the UK. The company provides a holistic service to its clients, covering financial planning, wealth management, investment management and professional services.The ideal candidate will have a...