Legacy Wealth Manager
2 weeks ago
**Job Description:**
As an Estate Planning Consultant, you will play a key role in shaping the future of our clients' financial well-being.
You will work closely with clients to understand their goals and develop personalized plans to secure their financial futures.
This is an excellent opportunity to make a lasting impact on people's lives and build a rewarding career.
-
Wealth Management Advisor
1 week ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeCareer Opportunity: Associate Wealth Manager at Coronation Wealth ManagementCoronation Wealth Management is a leading wealth management company that has a rewarding opportunity for an Associate Wealth Manager to join its successful team in the South Bristol area. The company is a Senior Partner practice of St. James's Place Wealth Management, one of the...
-
Wealth Management Associate
4 weeks ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeNew 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...
-
Wealth Management Professional
2 weeks ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeAbout the CompanyTitan Wealth Holdings Limited is a leading provider of wealth management services, offering a broad range of financial planning solutions to individuals and businesses.Job OverviewWe are looking for an experienced Wealth Management Professional to join our team and help us deliver exceptional financial planning services to our clients.Key...
-
Wealth Management Consultant
3 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeCompany OverviewMP Estate Planning UK is a leading provider of estate planning and wealth management services. We're committed to helping individuals and families achieve their financial goals and build a lasting legacy.Salary: £50,000 - £65,000 per annumJob Responsibilities:Deliver expert estate planning and wealth management services to clientsDevelop...
-
Wealth Management Research Coordinator
2 months ago
Bristol, Bristol, United Kingdom Titan Wealth Holdings Limited Full timeJob 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...
-
Wealth Management Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeAbout the Role:We are offering a challenging and rewarding opportunity for a skilled Wealth Management Specialist to join our team in the UK. As a key member of our Wealth Planning team, you will work closely with our Client Directors, their Associates, and the in-house tax team to deliver technical financial advisory reports and advice to High Net Worth...
-
Wealth Management Advisor
3 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeHandelsbanken 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...
-
Legacy Management Consultant
3 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeJob Title: Legacy Management ConsultantWe are looking for a highly motivated and driven professional to join our team as a Legacy Management Consultant. In this role, you will play a key part in helping our clients secure their financial future and build a lasting legacy. Estimated salary: £55,000 - £75,000 per annum.About Our Team:Our team at MP Estate...
-
Wealth Management Professional
3 weeks ago
Bristol, Bristol, United Kingdom Handelsbanken Wealth & Asset Management Full timeTechnical 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...
-
Wealth Preservation Consultant
3 weeks ago
Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full timeJoin us as a Wealth Preservation Consultant at MP Estate Planning (UK) Limited and become an integral part of our team shaping the financial futures of our clients.In this dynamic and rapidly growing industry, you will have the opportunity to work with clients across England and Wales, providing expert advice on trusts, estates, inheritance tax, and legacy...
-
Legacy Planning Specialist
3 weeks ago
Bristol, Bristol, United Kingdom Mp Estate Planning (Uk) Limited Full timeBecome a Legacy Planning Specialist with MP Estate Planning (UK) Limited and play a vital role in shaping the financial futures of our clients.This is an exciting opportunity to join a growing company and work with clients across England and Wales, providing expert advice on trusts, estates, inheritance tax, and legacy planning strategies. With full training...
-
Trust and Legacy Advisor
3 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeAbout the OpportunityThis is an exciting opportunity to make a meaningful impact on clients' lives while achieving your own financial success as a Trust and Legacy Advisor with MP Estate Planning (UK) Limited.Job DescriptionWe are looking for a highly motivated and experienced individual to join our team as a Trust and Legacy Advisor. The ideal candidate...
-
Lead Actuary
4 weeks ago
Bristol, Bristol, United Kingdom Aviva Full timeLead Actuary - Legacy Product ManagementWe are seeking an experienced actuary to lead our legacy product management team in Aviva. The successful candidate will have a deep understanding of legacy product concepts, including conventional business, With-Profits, valuable guarantees, complex charging structures, and more. They will also have excellent...
-
Financial Advisor
3 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeJob DescriptionAssist clients in creating comprehensive estate plans that ensure the protection and management of their assets.Develop and implement strategies for legacy management, ensuring that clients' wishes are carried out efficiently.Work closely with our team to identify opportunities for business growth and development.Salary: £50,000 - £70,000...
-
Legacy Management Expert
3 weeks ago
Bristol, Bristol, United Kingdom MP Estate Planning (UK) Limited Full timeAbout Us">MP Estate Planning (UK) Limited is a leading provider of estate planning services in the UK. Our team of experts has extensive experience in helping individuals and families secure their financial future and build a lasting legacy.">Estimated Salary: £52,000 per annum">Key Responsibilities: The successful candidate will be responsible for...
-
Financial Services Manager Role
3 weeks ago
Bristol, Bristol, United Kingdom Coronation Wealth Management Full timeJob DescriptionThis role is an exciting opportunity for a motivated individual to join Coronation Wealth Management as an Associate Wealth Manager.The successful candidate will be responsible for building long-term relationships with clients, utilizing their exceptional communication skills and passion for delivering exceptional client experiences.
-
Wealth Management Administrator
4 weeks ago
Bristol, Bristol, United Kingdom mbf Full timeWealth 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...
-
Wealth Management Professional
3 weeks ago
Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full timeWe are looking for a Wealth Management Professional to join our team in Bristol. In this role, you will be responsible for maintaining ongoing relationships with clients, managing the full administration process, and supporting junior administrators.Key responsibilities also include liaising with clients, understanding client suitability requirements,...
-
Private Wealth Manager
4 weeks ago
Bristol, Bristol, United Kingdom Michelmores Full timeWe 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...
-
Wealth Management Administrator
3 weeks ago
Bristol, Bristol, United Kingdom mbf Full timeAbout the RoleThis is an exciting opportunity to join a well-known and respected organisation as an IFA Administrator. With a strong focus on supporting the growth of our financial planning division, we are seeking an individual with a passion for wealth management and a drive to succeed.Key Responsibilities include building relationships with financial...