Wealth Management Specialist
1 day ago
VPA London is seeking a talented Senior Paraplanner to join their Wealth Management team. With a salary of £45,000 and a flexible working arrangement, this role offers a great opportunity for career advancement.
As a key member of the team, you will be responsible for preparing suitability reports and presentations for client meetings. You will work closely with senior financial planners to ensure accurate and compliant advice is provided to clients.
To succeed in this role, you will need to possess strong analytical and problem-solving skills, excellent attention to detail, and the ability to communicate complex ideas clearly.
This role also involves mentoring junior staff members and contributing to the overall success of the team.
Benefits include private medical insurance, a contributory pension scheme, and 24 days annual leave.
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Wealth Management Associate
4 days ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeNew Financial Services Opportunity with Coronation Wealth ManagementWe are seeking a skilled and dynamic individual to join our successful team as an Associate Wealth Manager. Based in South Bristol, we are proud to be part of St. James's Place, one of the largest wealth management companies in the UK.Your role will involve working closely with clients to...
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Wealth Management Professional
1 day ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeTechnical Financial AdvisorAs a Technical Financial Advisor at Handelsbanken Wealth & Asset Management, you will play a crucial role in delivering high-quality financial planning services to our clients.This is an exciting opportunity to work with a talented team of professionals who share your passion for providing exceptional client experiences.Main...
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Wealth Management Advisor
1 day ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeHandelsbanken Wealth & Asset Management is a leading provider of wealth management services, seeking an experienced Wealth Management Advisor to join our team. As a key member of our Wealth Planning team, you will be responsible for providing high-level financial planning advice to our clients.You will work closely with our Client Directors and their teams...
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Wealth Management Research Coordinator
4 weeks ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeJob Title: Wealth Management Research CoordinatorTitan Wealth Holdings Limited is a leading provider of wealth management services in the UK, and we are seeking a highly skilled Wealth Management Research Coordinator to join our team in Bristol. As a key member of our research team, you will be responsible for conducting research and analysis to support our...
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Financial Planning Specialist
1 day ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeAt Handelsbanken Wealth & Asset Management, we are seeking an experienced Financial Planning Specialist to join our team. This is a unique opportunity to work with high net worth clients and provide expert financial guidance.The successful candidate will have a strong background in financial planning and a proven track record of delivering high-quality...
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Private Client Wealth Manager
1 day ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeMain ResponsibilitiesYour key responsibilities will include:Providing high-level financial planning advice to clientsDelivering technical financial advisory reports and adviceUndertaking research and compiling recommendationsMentoring and developing traineesEnsuring all regulatory and compliance standards are met
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Wealth Management Assistant
7 days ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeJoin our dynamic Private Wealth team as a Taxation Specialist!In this role, you will be responsible for preparing tax returns, managing client relationships, and ensuring all administrative tasks are completed efficiently. As a key member of our team, you will have the opportunity to work closely with lawyers, accountants, financial advisors, and tax...
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Wealth Management Professional
7 days ago
Bristol, Bristol, United Kingdom BWD Search & Selection Full timeAbout the JobWe are seeking an experienced credit and banking specialist to join our client's team as a Banking Solutions Product Specialist.This is a unique opportunity to work with a global Wealth Management and Banking Institution and contribute to the development of their banking and credit offerings.You will be responsible for providing expert advice to...
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Trainee Wealth Management Specialist
4 days ago
Bristol, Bristol, United Kingdom Cavendish Maine Full timeJob Title: Trainee Wealth Management SpecialistCavendish Maine, a leading Financial Planning firm in the UK, invites applications from motivated Trainee Financial Advisors to join our team in Bristol.This exciting opportunity allows individuals to progress their career as a Financial Advisor, with the chance to manage an existing client portfolio and pursue...
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Wealth Management Administrator
4 days ago
Bristol, Bristol, United Kingdom mbf Full timeWealth Management Administrator Job Opportunitymbf, a respected financial planning and investment management organisation, is seeking a skilled Wealth Management Administrator to join their team.The ideal candidate will have experience in Wealth Management/Financial Planning, holding some CII exams, although not essential.Job Description:The role involves...
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Wealth Management Specialist
4 days ago
Bristol, Bristol, United Kingdom Switch Recruitment Services Ltd Full timeAbout the RoleWe are proud to be supporting a leading national wealth management and financial planning firm with continued expansion plans. Candidates will be responsible for providing a first-class service to clients and supporting Financial Planners with full research and suitability report writing support.The ideal candidate will have previous...
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Wealth Administration Specialist
4 days ago
Bristol, Bristol, United Kingdom Successionwealth Full timeAbout Our CompanySuccession Wealth is a leading independent financial planning and wealth management business in the UK, part of the Aviva Group. We have over 800 employees and 200 Wealth Planners who provide services to individuals and corporate clients across the UK.Your OpportunityWe're looking for an organised and competent Administrator to join our...
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Accounts Payable Specialist
2 days ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeAbout the JobWe are currently seeking an experienced Accounts Payable Specialist to join our team at Titan Wealth Holdings Limited. In this role, you will be responsible for managing the accounts payable/receivable process.Responsibilities and DutiesProcessing and paying invoices and credit notes, ensuring accuracy and compliance with financial...
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Private Wealth Manager
6 days ago
Bristol, Bristol, United Kingdom Michelmores Full timeWe are seeking a Private Wealth Manager to join our dynamic team at Michelmores in Bristol or Exeter.Job SummaryThe successful candidate will have experience in trust administration and management of a large number of trusts, with a focus on providing an efficient trust administration service.Key ResponsibilitiesLiaising with accountants and coordinating the...
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Senior Financial Planner
1 day ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeWe are looking for a highly skilled Senior Financial Planner to join our team at Handelsbanken Wealth & Asset Management. In this role, you will be responsible for working with high net worth clients to provide expert financial planning advice and support.You will work closely with our Client Directors and their teams to deliver technical financial advisory...
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Tax and Wealth Specialist
7 days ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson Full timeWe are seeking a highly skilled Tax Senior to join our esteemed Private Wealth team at Womble Bond Dickinson. As part of our Tax/Trust & Accounting team, you will be responsible for managing a portfolio of clients and preparing personal and trustees' tax returns.This role aligns with our hybrid working policy, allowing most full-time employees to spend...
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Bristol, Bristol, United Kingdom Heat Recruitment Full time**Job Title:** Discretionary Wealth Management Professional**Location:** Bristol and South West**Job Type:** Full-time**About Us:We are a leading recruitment agency specialising in financial services roles. We pride ourselves on our expertise and commitment to delivering exceptional results for our clients and candidates.**The Role:We are seeking a highly...
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Private Wealth Tax Professional
7 days ago
Bristol, Bristol, United Kingdom Womble Bond Dickinson (UK) LLP Full timeWe're looking for a highly motivated Tax Assistant to join our Private Wealth team in the UK. This is a fantastic opportunity to work in a dynamic tax/trust accounting environment and develop your skills and experience.About the TeamOur Private Wealth team is a close-knit group of professionals who work together to deliver excellent service to our clients....
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Wealth Management Associate
4 days ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeAbout the RoleThis Accounts Payable Assistant position plays a crucial role in the smooth functioning of our finance department. As an AP Assistant, you will be responsible for managing the accounts payable/receivable process, working closely with the Accounts Payable Lead to ensure timely and accurate processing of invoices and payments.Your primary...
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Private Wealth Law Specialist
7 days ago
Bristol, Bristol, United Kingdom CV-Library Full timeSenior Tax Planning Lawyer Opportunity:We are looking for a highly experienced Senior Tax Planning Lawyer to join our Private Wealth team in Bristol. As a key member of our team, you will be responsible for advising high-net-worth clients on complex succession planning, inheritance tax, and estate administration.Your Key Responsibilities:Develop and...