Wealth Management Assistant

Artemis Recruitment Consultants Ltd is seeking an Administrative Support for Wealth Managers to join their team in Fareham.This role offers an excellent opportunity to work with a reputable firm and support the wealth management team with administrative tasks, ensuring the smooth operation of our services.The ideal candidate will possess a strong...

We are seeking a highly skilled Holistic Wealth Management Expert to join our team in Fareham or Dorchester or Chiswick (W. London). The ideal candidate will have a proven track record of delivering exceptional client results and a deep understanding of financial planning and wealth management principles.The role offers an estimated annual salary of...

Supporting Our Financial PlannersAt mbf, we are seeking a highly skilled Wealth Management Coordinator to support our financial planners by delivering high-quality reports and recommendations. This is an exciting opportunity to join a growing company and contribute to delivering exceptional client outcomes.Key Responsibilities:Preparing detailed suitability...

About the Role: As a Chartered Independent Financial Planner at our esteemed client's firm, you will play a pivotal role in driving business growth and delivering exceptional service to clients.Job Description:Job SummaryWe seek a highly skilled Independent Financial Advisor to join our award-winning firm. This role offers a unique opportunity to work in a...

Job Summary: We are seeking an experienced Financial Adviser or IFA to join our team at Pinstripe Personnel. As a Chartered Independent Financial Planning firm, we pride ourselves on delivering exceptional service and rewarding our employees for their hard work.Key Responsibilities:To provide expert financial planning services to clients, ensuring they...

Company OverviewPinstripe Personnel is partnering with a leading Chartered Independent Financial Planning firm to find a skilled financial advisor or IFA.The role is suitable for a professional who can provide expert financial guidance to clients.Job DetailsThe position can be based in Fareham, Dorchester, or Chiswick (West London), offering flexibility and...

The Emerald Group is seeking a seasoned Senior Product Manager to lead their product governance function in the UK. The estimated salary for this role is £100,000 - £130,000 per annum, depending on experience.As the Head of UK Products and Operations, you will be responsible for overseeing all aspects of product development, from concept to launch,...

Compensation and BenefitsThe successful candidate can expect a competitive salary of £80,000+ per annum, reflecting the firm's commitment to rewarding high-performing IFA/Financial Planners.A negotiable package is available, offering a range of benefits that align with industry standards and expectations.

About the RoleThis exciting opportunity offers a competitive, negotiable package for a driven, ambitious individual looking to take their career to the next level. As an office-based, hybrid, or possibly remote role, you will work with experienced professionals in Fareham, Dorchester, and Chiswick offices.

Salary and BenefitsWe offer a competitive, negotiable package to our successful candidates. This includes a salary of £50,000 - £70,000 depending on experience, plus benefits such as hybrid working options and a chance to work with a reputable firm.

Company Overview: Pinstripe Personnel is a leading recruitment agency specializing in finance and accounting roles. With years of experience in placing top talent in top firms, we have established ourselves as a trusted partner for businesses seeking exceptional candidates.We are currently working with a reputable financial services firm that requires a...

We are seeking a talented Operations Administrator to join our client's team in Fareham, supporting the delivery of high-quality administrative services and contributing to the success of our client's business.Key responsibilities will include:Managing client relationships, providing exceptional service and ensuring seamless communication.Processing...

Award Winning Financial Adviser wanted to join our team in Fareham or Dorchester or Chiswick (W. London)! As a senior member of our team, you will be responsible for providing expert financial planning and wealth management services to a wide range of personal and corporate clients.The role is available on a hybrid or office-based basis and offers an...

At Pinstripe Personnel, we are seeking a Senior Financial Planning Specialist to join our team of experts in Fareham or Dorchester or Chiswick (W. London).The role is available on a hybrid or office-based basis and offers an estimated annual salary of £80,000+.About the Role:We are looking for a Holistic Wealth Management Expert who can provide...

About the Role:An award-winning Chartered Independent Financial Planning firm is seeking a highly skilled financial adviser or IFA to join their team.The ideal candidate will have a minimum of a Diploma in Financial Planning and experience as a Financial Adviser/Planner. This role may also suit a Mortgage Adviser looking to transition into Wealth Planning...

Atomos is a leading wealth management firm dedicated to delivering exceptional client service. We are seeking a highly skilled Client Care Professional to join our team in Fareham. In this role, you will provide administrative support to our Financial Planners, ensuring seamless client services and contributing to our growth.Job DescriptionAs a Client Care...

Are you looking for a role that offers opportunities for growth and development in accounting and financial management? As an Assistant Accountant, you will be part of our finance team reporting to the Financial Controller at CMA Recruitment Group.About the Role:This is an exciting opportunity to join our finance team as an Assistant Accountant. You will...

We are a dynamic wealth management firm that values exceptional client service. If you are self-motivated and enthusiastic about delivering outstanding support, we encourage you to apply for this exciting opportunity.Job DescriptionThis role involves working closely with our Financial Planners to ensure seamless administrative support for their clients. You...

At Atomos, we pride ourselves on providing exceptional client service. We are seeking a skilled and experienced Customer Service Advisor/Data Entry professional to join our team in Fareham. This is an exciting opportunity to work in a dynamic wealth management firm and contribute to our growth.Job SummaryThe successful candidate will be responsible for...

Job Summary:The Get Staffed Online Recruitment Careers is searching for a highly organised Data Management and IT Assistant to join their team. In this role, you will support the optimisation of workflows and technical processes, ensuring seamless service delivery. You will work closely with the team to manage data flow efficiently and communicate...