Senior Wealth Management Professional
5 days ago
Senior Financial Planning Role
IDEX Consulting Ltd is seeking a highly experienced Financial Planner to join their team in Cheltenham or Hereford. This is a fantastic opportunity for a motivated individual to work with high net-worth clients and deliver a high-quality service.
Responsibilities
- Manage a portfolio of high net-worth clients.
- Deliver exceptional client service and meet regulatory requirements.
Requirements
- Level 4 Diploma qualification is essential.
- Experience of giving regulated advice and ideally CAS / SPS.
- Strong communication and interpersonal skills.
What We Offer
- A competitive salary of £80,000, plus discretionary bonus.
- 25 days annual leave + bank holidays.
- Flexible working arrangements, with just 1 day/week at either office.
- Ongoing training and development opportunities.
-
Office Management Specialist
5 days ago
Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full timeJob 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...
-
Business Operations Coordinator
4 days ago
Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full timeJob 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...
-
Technical Support Specialist
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full timeAbout 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...
-
Business Operations Coordinator
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full timeAbout 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...
-
Wealth Management Administrator
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Royal Bank of Canada> Full timeAbout 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...
-
Financial Services Administrator
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full timeJob 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...
-
Financial Professional
5 days ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time**About the Company**Hays Senior Finance are partnering with a leading and successful group to recruit a dynamic and hands-on Accountant for their Cheltenham, Gloucestershire site. A unique opportunity for a finance professional to take ownership of two entities within the group, supporting senior management in understanding their financial performance; This...
-
Private Wealth and Estate Manager
4 days ago
Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full timeAs 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'...
-
Private Wealth Lawyer
6 days ago
Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full timeThis role involves working as a Private Wealth Solicitor for Chadwick Nott, a well-established law firm in Cheltenham. The estimated annual salary range is £60,000 - £100,000.About the FirmChadwick Nott is a reputable full-service law firm that provides comprehensive legal services to its clients. This role offers the opportunity to join a dynamic team of...
-
Wealth Management Professional
5 days ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeSalary 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.
-
Senior Financial Director
2 days ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time**About the Role**We are seeking a highly skilled Senior Financial Director to support our client's finance functions in the service sector. This is an interim opportunity that will require you to oversee and manage day-to-day financial operations, ensuring accuracy, efficiency, and compliance.The ideal candidate will have proven experience as a Financial...
-
Professional Office Manager
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Burgh Recruitment Limited Full timeThis is an exciting opportunity to join a highly regarded FTSE 250 Wealth Management company as a Technical Administrator. As a key member of the team, you will be working closely with the Partner in all aspects of office management.Company Overview: St. Jamess Place plc (SJP) is a leading Wealth Management company that distributes a range of Investment and...
-
Senior Wealth Manager
2 days ago
Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full timeJob Overview:In this exciting opportunity, you will work as a Financial Planner for IDEX Consulting Ltd, based in either Cheltenham or Hereford.You will be responsible for providing premium services to high net-worth clients, leveraging your expertise in financial planning.
-
Event Security Professional
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom TLG Management Full timeAbout the RoleTLG Management is seeking a skilled Event Security Guard to join their team. As an Event Security Professional, you will be responsible for ensuring the safety and security of staff, customers, and assets at various events and venues.Job Details:Department: TLG Security Management.Key Responsibilities:Provide exceptional customer service and...
-
Private Wealth Management Associate
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom PT group Full timeJob 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...
-
Senior Sales and Management Professional
5 days ago
Cheltenham, Gloucestershire, United Kingdom Bennett and Game Recruitment LTD Full timeThis exciting opportunity presents the chance to make a real impact in the construction industry as a Senior Sales and Management Professional. You will be responsible for leading our expanding construction product distribution business in Cheltenham, working closely with colleagues and stakeholders to drive growth and deliver results.Why Choose Us?Bennett...
-
Senior Management Accountant
3 weeks ago
Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full timeAbout the RoleYou will be responsible for preparing and attending weekly flash forecast meetings to assess the company's latest financial position.Your duties will include posting and reconciling revenue, cost of sales, and royalties-related items, as well as supporting internal operational management to understand financial performance.Additionally, you...
-
Certified Audit Professional
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Bishop Fleming Full timeCompany OverviewBishop Fleming is an independent leading provider of audit, accountancy, tax, and advisory services in the UK. The firm has a wealth of knowledge and experience in areas such as internal and external audit, corporate and personal tax, corporate finance and deals, and accounting services.About the RoleWe are seeking an experienced Audit...
-
Professional Security Officer
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom TLG Management Full timeWe are seeking a skilled and experienced Security Officer to join our team at TLG Management. In this role, you will be responsible for providing top-notch security services to our pubs, clubs, venues, and events.About the JobThis is a full-time position that requires individuals who have experience in pubs, bars, events, and venues. Our ideal candidate will...
-
Event Security Professional
2 weeks ago
Cheltenham, Gloucestershire, United Kingdom TLG Management Full timeJob TitleEvent Security Professional - Confident CommunicationAbout the CompanyTLG Management is a leading provider of security services, dedicated to delivering exceptional results and exceeding client expectations. Our team of professionals is committed to providing top-notch security solutions to our clients.Job DescriptionWe are seeking an Event Security...