Wealth Management Specialist

About the RoleThis is an exciting opportunity for a seasoned professional with excellent client-facing skills and strong analytical abilities. You will work closely with colleagues to deliver our Wealth Management 360 service and other financial planning solutions. Your role will involve engaging with clients, understanding their needs, and presenting...

Job Title: Global Wealth Management SpecialistWe are seeking an ambitious and entrepreneurial-minded individual to join our team as a Global Wealth Management Specialist. This is an exciting opportunity to embark on a challenging and rewarding international career with deVere Group, a leading independent financial advisory organisation.About Us:deVere Group...

Job DescriptionAberdeen Standard Investments is seeking an experienced Internal Control Specialist, Wealth Management to join our team. In this role, you will be responsible for implementing and maintaining effective internal controls across our wealth management division.About the RoleThis is an exciting opportunity to work with a leading investment company...

Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...

About the Role:We are looking for a skilled Administrative Professional to join our team at Meraki Talent Ltd as a Wealth Management Support Specialist. In this role, you will work closely with our Wealth Managers to support them in managing client relationships and other key responsibilities.Estimated Salary: £38,000 - £48,000 per annum (based on location...

We are Meraki Talent Ltd, a leading provider of Financial Planning and Advice services. Our team is comprised of experienced professionals who share a passion for delivering exceptional results.We're now seeking a skilled Wealth Management Support Specialist to join our team in Edinburgh. This role offers a competitive salary of around £25,000 - £30,000...

OverviewWe are seeking a highly skilled Wealth Management Specialist to join our Asset & Wealth Management team. The ideal candidate will have experience in client onboarding and a strong understanding of anti-money laundering (AML) and know your customer (KYC) regulations.Job DescriptionAs a Financial Onboarding Professional, you will be responsible for the...

Job Overview">We are seeking an experienced Independent Financial Advisor to join our wealth management practice, specializing in high net worth clients. As a key member of our team, you will leverage your market knowledge and exceptional service skills to deliver first-class advice and relationship management.This role involves servicing a book of business...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

Key ResponsibilitiesThe Wealth and Tax Specialist will be responsible for managing the Tax Compliance Team, ensuring that tax procedures are in place, and reviewing tax returns prepared by the team.The successful candidate will also be responsible for advising clients on tax matters, including tax returns, claims, and elections, and tax liabilities.This is...

We are seeking a skilled Administrative Assistant to support our Wealth Management team in Edinburgh. As an integral part of our team, you will play a crucial role in ensuring the smooth running of general operations.The ideal candidate will have previous experience working in an administrative role within the financial services sector and possess excellent...

About Cazenove CapitalCazenove Capital is a leading wealth management business providing investment solutions to private individuals, families, and charities. Our expertise in financial planning enables us to deliver tailored advice and guidance to meet our clients' unique needs.The RoleWe are seeking a skilled Wealth Management Advisor to join our team of...

Wealth Management ProfessionalAvaloq, a leading provider of wealth management technology and services, is seeking a Wealth Management Professional to join its team. With a strong focus on innovation and customer satisfaction, the company offers a challenging and rewarding work environment that allows employees to grow and develop their careers.The ideal...

Job OverviewThe Wealth Management Administrator will support Wealth Managers in managing client relationships, ensuring timely information is available for client meetings. The ideal candidate will possess strong organisational skills and attention to detail, with the ability to manage multiple tasks and prioritise effectively.

We are Schroders Recruitment, a leading wealth management firm headquartered in London. We offer a range of services, including investment, wealth planning, lending, and family office services. Our team is dedicated to delivering excellent client service and investment management for our clients.The role of an Assistant Fund Manager is a critical one,...

Senior Consultant and Manager Position in Wealth and Asset ManagementWe are looking for a highly skilled professional to lead our consulting team in London or Edinburgh.About the Job DescriptionThis role requires someone with operational or change experience in wealth, asset management, or private banking. You will work closely with global financial...

We are recruiting for an experienced Operations Coordinator to join our Wealth Management team in Edinburgh. The successful candidate will have previous experience working in an administrative role within the financial services sector and possess excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.Your key...

Seeking Wealth Management ExpertSalary: £60,000 - £80,000 per annum (dependent on experience)About the Company:Quilter Financial Planning is a respected leader in the financial services sector, committed to providing expert advice to clients.Job Summary:We're searching for a skilled Wealth Management Expert to join our team. You'll work collaboratively...

Job OverviewAt deVere Group, we offer a dynamic platform for ambitious individuals to thrive in global financial planning. We're looking for skilled professionals to join our team and contribute to our mission of providing innovative wealth management solutions.Key Responsibilities:Developing and maintaining strong client relationships through excellent...

About the Role:Recruit UK is partnering with a leading UK Financial Advice company to find a skilled Financial Adviser to join their team in Edinburgh.As a Financial Adviser, you will play a key role in providing independent financial advice to clients, helping them achieve their financial goals.The successful candidate will have a strong understanding of...