Wealth Management Professional

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 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 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...

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...

My client is a well-respected wealth management firm based in the heart of Edinburgh. We are seeking an experienced Paraplanner to join our team, providing support to our Financial Adviser and MD.The ideal candidate will have a background in Pensions and Investments, with excellent report writing skills and experience of using research tools such as FE...

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...

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.

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...

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...

Career OpportunityIDEX Consulting is a leading consulting firm seeking a talented Private Wealth Management Professional to join our team. In this role, you will work closely with high net worth individuals, providing expert financial guidance and advice.Key Responsibilities:Develop and maintain relationships with clients, understanding their financial goals...

We are seeking a highly skilled Wealth Management Administrator to join our team in Edinburgh. As a key member of the support team, you will be responsible for report writing, research, and financial reviews for HNW clients.The successful candidate will have experience in a whole of market/IFA environment or as a provider with expertise in report writing and...

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 seeking a senior financial advisor to join our Scottish team. As a key member of our team, you will be responsible for providing exceptional client service and working collaboratively with our existing advisors. The role offers a competitive salary and a range of benefits.About the CompanyEden Scott is a specialist recruitment agency in Financial...

Role Description:Are you a skilled Wealth Management Consultant looking for a new challenge? We are currently recruiting for a talented individual to join our team in Edinburgh. As a Wealth Management Consultant, you will be responsible for managing an existing client bank and dealing with new HNW client enquiries. Your primary focus will be to provide...

J.P. Morgan is seeking a talented Asset and Wealth Management Professional to join our operations team. In this role, you will play a critical role in ensuring the end-to-end onboarding process for new clients meets the highest standards of quality and regulatory compliance.Job Responsibilities:Advises on documentation requirements to external and internal...

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 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...

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...

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...

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...