Wealth Management Associate

Job Title: Business Operations CoordinatorThis is an exciting opportunity to join a leading Wealth Management company as a Business Operations Coordinator. The role involves providing administrative support to a Partner and their team, ensuring the smooth operation of the office. You will be responsible for preparing letters, presentations, and reports, as...

Job Description:This is a challenging and rewarding role for a motivated and organized individual who wishes to work as an Office Management Specialist in a fast-paced wealth management environment.As an Office Management Specialist, you will be working closely with a senior partner to ensure the smooth day-to-day running of the practice. Your duties will...

Cheltenham Financial Planning JobAre you looking for a challenging and rewarding role in financial planning? We are seeking a skilled Wealth Management Advisor to join our team in Cheltenham. This exciting opportunity offers a competitive salary of £29,000 - £35,000 + Bonus & Benefits, a comprehensive training package, and flexible working arrangements.As...

About the JobWe are seeking a skilled Technical Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will play a vital role in managing the day-to-day activities of the Partner Practice, ensuring seamless delivery of services to our clients.Key ResponsibilitiesPreparing documentation for the Partner's...

About the RoleThis Office Operations Coordinator position is an excellent opportunity for someone looking to develop their skills in administration and make a real difference in the workplace.Job DescriptionThe successful candidate will work closely with our team in Cheltenham, providing administrative support and contributing to the smooth operation of the...

About This OpportunityJoin a highly regarded St. James's Place Partner Practice based in Cheltenham town centre as a Technical Administrator. In this role, you will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The Key TasksPreparing reports and presentations for the...

Job OverviewThis is a highly competitive opportunity for a Technical Administrator to join a St. James's Place Partner Practice based in Cheltenham town centre. The successful candidate will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The RoleYou will be responsible for...

As a Private Wealth and Estate Manager at Chadwick Nott, you will play a crucial role in leading and developing our private client department in Cheltenham.You will be responsible for managing complex private client matters including wills, probate, tax planning and estate administration.This role requires a highly experienced lawyer with at least 6 years'...

Job DescriptionWe are seeking a highly skilled Senior Private Client Professional to join our Cheltenham-based team. This is an excellent opportunity for someone who wants to take their career to the next level and make a real difference in the lives of our clients.The successful candidate will provide high-grade, profitable fee-earning support in the...

Job Summary:We are IDEX Consulting Ltd, a leading provider of bespoke financial planning services. We are seeking an experienced Paraplanner to join our team in Cheltenham or Hereford. This is a fantastic opportunity to join a dynamic and ambitious company, working with high net-worth clients and delivering tailored solutions that meet their unique...

Private Client Senior Associate: CheltenhamSalary Details: The successful candidate can expect a salary of around £110,000 per annum, based on experience and qualifications.Firm Overview: Our client is a prominent law firm in the Cotswolds region, delivering high-quality commercial and private client services. They cater to a broad range of clients, from...

About the OpportunityThis is an exciting opportunity to join our Private Client Team as a highly skilled Associate. You will be working with high net worth clients, including owner-managed businesses and agricultural clients, providing expert advice and guidance on a wide range of matters.Key ResponsibilitiesThe successful candidate will have a strong...

Job SummaryWe are looking for a skilled Inventory Management Associate to join our team at Superdry.About the RoleThis is an exciting opportunity for someone who is passionate about inventory management and has excellent analytical skills. As an Inventory Management Associate, you will be responsible for managing all bulk and interactive allocations of...

About the Role:We are seeking an Entry Level Financial Planner to join our team in Bath or Cheltenham. The successful candidate will assist our clients with various administrative tasks, including processing new business, producing quotes, and preparing meeting packs. You will also be responsible for completing and processing paperwork, client liaison, and...

This is an exciting opportunity to join our partner company's Client Servicing team in Cheltenham. As a Client Servicing Professional, you will be responsible for providing Financial Advice to valued clients, administering new client pensions, investments and risk contracts, and managing annual client reviews.You will work closely with the team to ensure...

Located in Cheltenham, Howells Consulting Ltd seeks a highly skilled individual to join their Private Client team as an Associate Director or Director. This is a fantastic opportunity for a Chartered Tax Adviser (CTA) qualified professional to take on a portfolio of clients and undertake complex income tax, capital gains tax, and inheritance tax planning...

We are seeking a senior tax professional to join our Private Client team at Howells Consulting Ltd in Cheltenham. As an Associate Director or Director, you will play a key role in advising high net worth individuals and families on complex tax matters.About the OpportunityYou will have the chance to develop a 'name' for yourself as one of the prominent...

Job Summary:We are seeking a skilled Relationships Business Manager to build and maintain relationships between clients and our Financial Planning team. The ideal candidate will have at least 2 years' experience in a similar role within financial planning or wealth management sector.

Salary and BenefitsThe successful candidate can expect a salary of £45,000 (DOE) plus a range of benefits including 25 days annual leave, hybrid working, discretionary bonus, 6% pension contribution, wellbeing programme, and death in service.

Salary and BenefitsThe salary for this position is £80,000 DOE with additional benefits including 25 days annual leave, 30% of new business income, and a pension contribution.