Wealth Management Support Specialist

We are seeking a Wealth Management Support Specialist to join our growing team at IDEX Consulting. As a Wealth Management Support Specialist, you will provide critical support to our wealth management team, working closely with our experienced financial planners to deliver exceptional client outcomes.About the PositionTo work closely with the Financial...

Financial Planning RoleAs a Financial Planning Specialist with CB3 Associates Ltd, you will be responsible for delivering high-quality financial planning and wealth management services to our existing clients. Your primary goal will be to enhance client servicing agreements, self-generate appointments, and identify new business opportunities to further...

Company OverviewWe are 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 further growth opportunities.About Our ClientOur client provides a holistic service across financial planning, wealth management, investment management and...

Financial Adviser - Wealth Management SpecialistWe are seeking a highly skilled Financial Adviser to join our team at CleverHR. As a Financial Adviser - Wealth Management Specialist, you will be responsible for providing expert financial advice to clients, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...

About the National Wealth FundThe National Wealth Fund is a leading institution in the UK, dedicated to investing profitably to reduce carbon emissions and drive local economic growth. Our portfolio management team plays a critical role in achieving this mission.

Job DescriptionThis role involves providing administrative support to our wealth management team, ensuring the smooth operation of our office facilities, and delivering exceptional customer service to our clients and colleagues.Key ResponsibilitiesManage the internal facilities, including visitor management and equipment for the head office.Perform...

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...

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...

Job DescriptionThe Client Services Analyst - Specialist role is a key position within Schroders Personal Wealth, responsible for delivering exceptional client service by handling a variety of client requests efficiently and accurately.Key Responsibilities:Client Support: Provide professional and empathetic support to clients, ensuring their needs are met...

Unlock Your Potential as a Pension Wealth ManagerWe are seeking an experienced Investment Consultant to join our team at XPS Pensions Group. As a Pension Wealth Manager, you will be responsible for leading client relationships and providing expert advice to help them achieve their financial goals.About the RoleThis is an exciting opportunity to work with a...

About HSBC Global Services LimitedHSBC Global Services Limited is a leading provider of banking, investment, and wealth management solutions. We help high net worth clients and their families achieve their ambitions.Career OpportunityWe are currently seeking an Investment Counsellor to join our team in Leeds.Job DescriptionThis role is based in Leeds and...

Crime Support SpecialistAt Victim Support, we're committed to providing specialist support services for people affected by crime. As a Crime Support Specialist, you'll play a vital role in delivering this support, working closely with our team to provide practical and emotional support to victims.Key Responsibilities:Provide specialist support services to...

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,...

About the RoleWe are seeking a highly skilled Client Collateral and Communications Executive to join our Brand & Communications team at Schroders Personal Wealth. As a key member of our team, you will play a crucial role in ensuring that all client materials reflect our brand identity and support business priorities.Reporting directly to the Senior Brand &...

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...

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...

Job SummaryA rare succession opportunity has become available at G2 Legal Limited, one of the leading law firms in the region. This is a senior level, long term appointment for someone who will succeed the current Head of Private Client in a few years.Key ResponsibilitiesOffer pragmatic and commercial support and advice to clients on all aspects of private...

OverviewEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. Our exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our...

Administrative Support Role OverviewRhodar Specialist Enabling Works is seeking a skilled Administrative Support Specialist to join our team.Key ResponsibilitiesManage new client instructions, including setting up records on our CRM system and accepting jobs on client portals.Answer telephone calls from policy holders and clients, addressing queries...

Job Title: Specialist Learning Support Practitioner (Autism, Dyslexia)We are seeking a compassionate and experienced Specialist Learning Support Practitioner to work closely with a young person who requires tailored support to overcome challenges associated with Autism and Dyslexia.About Us: We are committed to providing exceptional, personalised support to...