Discretionary Wealth Manager

**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...

Handelsbanken 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...

Investment Director OpportunityWe are seeking an experienced Investment Director to join our team in Bristol and South West.This is a unique opportunity for a seasoned investment professional to develop their skills in business development and grow their client base.The successful candidate will have a genuine interest in the investment industry, excellent...

New 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...

Job 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...

Technical 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...

About 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...

About 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...

Key Responsibilities:We are seeking a highly skilled Senior Wealth Management Advisor to join our team at Heat Recruitment. As part of our national investment management firm, you will be responsible for developing additional private client business from your own and new individual connections as well as professional intermediaries.Requirements:A genuine...

Are you looking for a challenging and rewarding role in wealth management? IDEX Consulting Ltd has an exciting opportunity for a Paraplanner to join their team in Bristol. As a key member of the team, you will play a crucial role in providing high-quality advice to clients, with a competitive salary of £45,000 + bonus.Your responsibilities will include...

We are seeking a highly motivated Wealth Management Credit Professional to join our team in the UK.As a key member of the product team, you will be responsible for developing and implementing new banking and credit products that meet the needs of our diverse client base.You'll work closely with client advisors to ensure that our products are aligned with the...

Investment OpportunityWe are a leading national investment management firm seeking a seasoned Discretionary Investment Specialist to join our team in Bristol. As a key member of our investment management team, you will be responsible for driving business growth and developing high-value relationships with clients.The estimated annual salary for this role is...

About Titan Wealth Holdings Limited">We are a leading wealth and asset management business that delivers high-quality execution and administration through leveraging our resources and technology. Our strategy involves strong organic growth within the near term coupled with significantly larger acquisitions.">Job Title: Accounts Payable Assistant">The AP...

Wealth 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...

We 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...

We 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...

At 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...

Accounts Payable Assistant Job Summary">We are seeking an experienced Accounts Payable Assistant to join our team at Titan Wealth Holdings Limited. As an Accounts Payable Assistant, you'll be responsible for managing our accounts payable/receivable process, ensuring accuracy and efficiency in all transactions.">Key Responsibilities">Post invoices and credit...

About the RoleThis Investment Director position involves developing and managing a portfolio of private client relationships across the South West region. You will be responsible for identifying and pursuing new business opportunities, leveraging your extensive network of professional contacts, and delivering exceptional results for our clients.Key...

SUCCESSION WEALTH IS SEEKING A HIGHLY ORGANISED AND COMPETENT IFA ADMINISTRATOR TO JOIN OUR CLIENT DELIVERY TEAM IN BRISTOL. AS A KEY MEMBER OF OUR TEAM, YOU WILL SUPPORT OUR WEALTH PLANNERS TO DELIVER EXCEPTIONAL CLIENT SERVICE AND ACHIEVE OUTSTANDING RESULTS.Your main responsibilities will include liaising with policy providers, obtaining policy...