Wealth Management Administrator Assistant

**Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...

Wealth Management Administrator">Paying up to £30,000 plus benefits">As a Senior IFA Administrator at JohnstonGreer Ltd, you will play a vital role in supporting our Financial Planning Director and another IFA.">This company delivers exceptional quality service to its High Net Worth clients, focusing on Private Client Investment and Retirement...

We are looking for an experienced Administrative Professional to join our team at Meraki Talent Ltd in Edinburgh. As a key member of our team, you will be responsible for supporting the Wealth Managers in managing client relationships and ensuring the smooth running of general operations.Key Responsibilities:Assist the Wealth Managers in processing new...

Administrative Expert in Wealth ManagementWe are seeking a highly skilled and organised Administrative Expert in Wealth Management to join our team at Meraki Talent Ltd in Edinburgh.About the RoleThe successful candidate will be responsible for managing client relationships, preparing review packs, conducting research, and liaising with third-party...

We are seeking a skilled Wealth Management Data Administrator to join our team at IDEX Consulting in Edinburgh.Job DescriptionThis role involves accurate and timely processing of client static data changes, including address updates, bank details modifications, ongoing fee adjustments, and online access maintenance.The successful candidate will be...

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 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...

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,...

About Schroders RecruitmentWe help private individuals, families, and charities achieve their long-term financial objectives.Our Wealth Planners provide expert financial advice to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Job RoleWe are looking for a highly...

Job OverviewWe are seeking a highly motivated and organized Wealth Management Specialist to join our team in London. This role will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About UsCazenove Capital is the wealth management business of Schroders, a...

LOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...

**Job Overview:We are looking for an Administrative Assistant to join our team at IDEX Consulting in Edinburgh. As a key member of our Client Services team, you will provide critical support to our Wealth Planners, ensuring seamless client experiences.**Key Responsibilities:Process client data changes, maintaining accurate records.Manage documents, adhering...

About UsWe are Lloyds Banking Group, a leading financial services provider.Job DescriptionAs a Senior Wealth Manager at Lloyds Banking Group, you will play a key role in managing our clients' wealth. The successful candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment.Key...

Company OverviewC&P Recruitment is a leading agency specializing in wealth and asset management placements. Our clients are well-established, privately-owned firms with a strong presence in Scotland.The successful candidate will be part of a dynamic team responsible for delivering exceptional recruitment services to our clients.

About the Role:We are looking for an Independent Investment Manager to join our team at IDEX Consulting. As a UK Wealth Management Advisor, you will be responsible for providing independent financial planning and investment management services throughout the UK.Key Responsibilities:Develop and implement comprehensive investment strategies for clients.Monitor...

Job DescriptionThis Investment Wealth Manager role presents an excellent opportunity for a talented individual to join abrdn's financial planning team. The successful candidate will have a strong background in financial planning, paraplanning experience, and a solid understanding of investment markets, products, and services.The ideal candidate will be...

Joining CAPCO - Wealth and Asset Management DomainAs a Business/Change Analyst within our Wealth and Asset Management Domain, you will work closely with financial institutions to advise and deliver change projects as part of our long-term strategic partnership. Key responsibilities include:Working with stakeholders to identify and implement new and better...

Schroders is looking for a talented Wealth Planning Coordinator to support our Wealth Planners in delivering exceptional client experiences. As a coordinator, you will be responsible for managing client files, drafting client letters, and maintaining accurate records.We are seeking someone with excellent organizational skills, attention to detail, and strong...

About this roleAs a key member of the Scottish Widows Intermediary Wealth Distribution teams, you will play a lead supporting role using data and insight to drive business growth.Job SummaryWe are seeking an experienced data analyst to join our team as a Wealth Insights Strategist. In this role, you will be responsible for delivering high-quality insights...

Job OpportunityWe are seeking a highly skilled Strategic Wealth Advisor to join our team at National Financial Network. As a key advisor, you will work closely with clients to develop and implement comprehensive financial plans that align with their values and goals.About the Role:Analyze clients' financial data and develop strategic recommendations to...