Financial Wealth Manager

Job SummaryAs a Senior Financial Services Coordinator at Recruit Wealth Ltd, you will be responsible for processing and chasing new business, creating illustrations, valuations, and other essential tasks to provide an integral function to the wider team. You will work closely with the Client Administration Team Leader and team of Administrators to deliver...

Job Summary:We are seeking a highly experienced and skilled Strategic Wealth Manager to lead and manage a team of financial advisors at deVere Group. Reporting to the Head of Financial Advisory, you will oversee the growth of client portfolios, implement effective advisory strategies, and provide expert financial advice in areas such as wealth management,...

Recruit Wealth is seeking a professional to support their highly successful national Financial Planning business with offices across the UK.The successful candidate will be a key member of the Client Administration team, providing day-to-day support and servicing of private clients relating to their pension and investment needs.Responsibilities will include...

Join Our TeamIDEX Consulting is a leading national Wealth Management firm seeking a skilled Wealth Management Associate to join our dynamic team. This exciting opportunity offers a competitive estimated salary of £35,000 - £40,000 per annum, depending on experience.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce...

Company OverviewWe are Recruit Wealth Ltd, a national financial planning business based in Newcastle. Our team provides day-to-day support and servicing to private clients, offering opportunities for career progression and a competitive benefits package.

Join Our TeamWe are seeking a highly skilled Wealth Management Professional to join our team in Newcastle upon Tyne.Key Responsibilities:Provide expert advice on pensions and investments to clients.Work closely with Financial Advisors to deliver exceptional results.Contribute to the growth and success of our business.What We Offer:A competitive salary of...

Job OverviewThe Azets Wealth Management Compliance Officer is responsible for ensuring compliance with all relevant laws, regulations, and internal policies within the Wealth Management department. This critical role involves monitoring, assessing, and enhancing the compliance framework, and providing guidance to the Wealth Management team.Key...

Trust Manager - Wealth Services SpecialistWe are seeking a Trust Manager to join our Private Wealth team, where you will play a key role in managing trust accounts and personal/trust returns. Your expertise will ensure compliance with regulatory requirements and that engagement letters are in place for clients. You will also assist with the day-to-day trust...

Job DescriptionWe have an exciting opportunity for a Wealth Administration Specialist to join our dynamic team in Newcastle. In this role, you will be responsible for working closely with the Client Administration Team Leader and team of Administrators to provide an integral function to the wider team. Your duties will include processing and chasing new...

Job OverviewThe Azets Wealth Management Compliance Officer is responsible for ensuring compliance with all relevant laws, regulations, and internal policies within the Wealth Management department. This critical role involves monitoring, assessing, and enhancing the compliance framework, and providing guidance to the Wealth Management team to achieve the...

Job OverviewIDEX Consulting, a leading national Wealth Management firm, seeks a highly skilled Financial Planning Specialist to join their dynamic team. This home-base contract role requires regular travel to the Chester or Newcastle offices.ResponsibilitiesCollaborate with Financial Planners and Administrators to produce high-quality financial reports,...

True Potential LLP - Financial Reporting RoleTrue Potential LLP is a leading wealth management company that provides innovative solutions for the future. We are seeking a highly skilled Financial Reporting Specialist to join our team.About the RoleThis is a key position in our finance team, responsible for preparing monthly Revenue Management Accounts for...

Company OverviewFletcher George Financial Recruitment is a respected and dynamic firm that provides expert financial recruitment services. We are committed to delivering exceptional results for our clients by understanding their unique needs and preferences.Salary: £45,000 - £50,000This is an exciting opportunity for an ambitious ACA or ACCA Qualified...

Unlock Your Financial PotentialOld Mutual Limited is seeking a skilled Financial Planning Specialist to champion our valued customers in achieving their lifetime goals. The ideal candidate will have a strong entrepreneurial spirit and be passionate about providing sound financial advice and recommending tailored financial plans and solutions.Key...

Job SummaryThe Compliance Monitoring Analyst role at Azets is a critical position responsible for ensuring the compliance of the Wealth Management department with all relevant laws, regulations, and internal policies. This involves monitoring, assessing, and enhancing the compliance framework, as well as providing guidance to the Wealth Management team to...

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional advice and services to our clients, and we're seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne.Key ResponsibilitiesProvide...

Job OverviewFletcher George Financial Recruitment is seeking an experienced Financial Assistant to join their team in Newcastle-upon-Tyne.As an Assistant Accountant, you will work closely with senior management to provide accounting and bookkeeping services to clients across various industries.The ideal candidate will have strong organizational skills,...

Establish a rewarding career as a highly motivated Financial Services Semi Senior with Fletcher George Financial Recruitment. This exciting opportunity is perfect for ambitious individuals seeking to develop their technical expertise and progress their professional qualifications.Fletcher George Financial Recruitment offers an ideal environment for growth,...

Company OverviewFletcher George Financial Recruitment is delighted to present a unique opportunity for a qualified Accounts Senior to join a highly successful firm of Chartered Accountants and Tax Advisers in Newcastle.About the RoleThe successful candidate will be responsible for preparing Financial Statements, Quarterly and Monthly Management Accounts, as...

About True PotentialWe are a market leader in wealth management, providing expert advice on pensions and investments. With over 15 years of experience and numerous awards, we're an innovative and dynamic place to grow.Key Responsibilities:Processing high volumes of data with accuracy and efficiency.Quality checking work or setting quality scores to maintain...