Wealth Management Specialist

About the Opportunity">We are looking for an experienced Compliance Support Specialist to join our team at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. This is a full-time permanent opportunity.As a Compliance Support Specialist, you will provide critical support to our compliance team, assisting...

Job Title: Wealth Management SpecialistOkailgroup is seeking a skilled Wealth Management Specialist to provide support and assistance to our branch/desk. As a key member of our team, you will be responsible for adapting to changing responsibilities and using your expertise to provide professional support to those using our department's resources.Key Areas of...

We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at Bruin Financial in Birmingham. As a key member of our wealth planning department, you will be responsible for providing high-quality support to our Wealth Planners.Your duties will include:Conducting thorough research on a range of financial planning products and...

We Are Tech Women is seeking a highly skilled Wealth Management Consultant to join our Wealth Management division. As a specialist in wealth management, you will be responsible for providing expert advice and guidance to clients.About the RoleThe ideal candidate will have a proven track record of delivering exceptional results in a customer-facing...

Wealth Management Lawyer Job SummaryThis exciting opportunity has arisen for a skilled Wealth Management Lawyer to join our dynamic team in Birmingham. The successful candidate will be responsible for advising on complex financial matters and working closely with senior management.Main ResponsibilitiesAdvising on the current regulatory regime in the EU and...

Overview: AFH Wealth Management is a leading independent financial advisory firm, offering exciting career opportunities for determined and ambitious individuals. Salary: The salary for this role is estimated to be around £30,000 - £40,000 per annum, depending on experience.Job Description: We are seeking a skilled Paraplanner to join our team in...

**Company Overview:** Jenson Fisher Consulting Ltd is a leading Wealth Management firm based in London, committed to delivering exceptional financial planning services to its clients.We are currently seeking a highly skilled Financial Planning Specialist to join our team and contribute to the growth of our client base. As a Financial Planning Specialist, you...

Job SummaryAs a Technical Systems Specialist at Succession Wealth, you will be responsible for designing and implementing an enterprise-wide data architecture that aligns with our business needs and objectives.This 6-month contract position, with potential for extension, offers a competitive day rate of £450 - £500 (depending on experience).You will work...

Job Opportunity:A Wealth Management Consultant role has become available at Greatmans Consulting Ltd, a truly independent Chartered Financial Planning firm. As an HNW Financial Specialist, you will have the opportunity to develop a book of high net worth clients from leads provided and your own network.About the Role:This is a fantastic opportunity for a...

Company Overview:Goldman Sachs is a leading global investment banking, securities and investment management firm. Founded in 1869, we empower our clients to reach their financial goals through innovative solutions and expertise.About the Role:We are seeking a Strategic Wealth Management Specialist to join our Asset & Wealth Management division. In this role,...

    Job Title: Financial Adviser    Industry: Wealth Management    Location: Birmingham    Salary: up to £60,000 (salaries negotiable dependent on experience and skill-set)    Job Description:    Are you an experienced financial adviser looking for a new challenge? We are seeking a qualified Financial Adviser to join our...

About the Role">We are seeking a highly skilled AML Compliance Officer to join our team at AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. This is a full-time permanent opportunity.As an AML Compliance Officer, you will be responsible for assisting with the regulated recruitment process, including...

Job OverviewThe role of a Training and Compliance Manager is crucial in the wealth management industry. We are seeking an experienced professional to provide training and ensure competency from new starters through to financial advisors on up-to-date regulations and compliance standards.In this position, you will own, manage, and deliver the training while...

Role SummaryWe are seeking an Asset and Wealth Management Specialist to join our team at Marcus by Goldman Sachs.The successful candidate will develop financial products with direct impact on millions of consumers.Key responsibilities include:Meeting and collaborating with influential people within the global organisation and the entire industry.Developing...

About the Role: We are seeking a talented Paraplanner to join our team at AFH Wealth Management. As a Paraplanner, you will play a key role in delivering high-quality financial research and analysis to support our advisers and clients. This is an exciting opportunity for a motivated and organized individual who is passionate about finance and committed to...

Job Title: Wealth Management Tax Specialist">About the Position:">We are seeking an experienced Personal Tax Manager or Senior Manager to join our team in Birmingham. The successful candidate will be responsible for providing tax advisory and compliance services to high net worth individuals and businesses, including managing a portfolio of clients and...

Jenson Fisher Consulting Ltd is a leading Wealth & Investment Management firm seeking a skilled Paraplanner to join our team. The successful candidate will play a key role in creating tailored solutions for our clients, utilizing their expertise in report writing and analysis of complex financial data.Key ResponsibilitiesWorking closely with experienced...

About Us: With over 30 years of experience and more than 200 accredited advisers nationwide, AFH Wealth Management has established itself as one of the UK's leading independent financial advisory firms. We pride ourselves on helping our clients achieve their financial goals through expert guidance and personalized service.Role Summary: We are currently...

Job OverviewWe are Ernest Gordon Recruitment, a leading recruitment agency specialising in Financial Services. We are currently looking for a highly skilled Financial Advisor to join our team as a Portfolio Development Specialist.As a key member of our team, you will be responsible for managing client relationships, developing investment strategies, and...

Company Overview: Ernest Gordon Recruitment Limited is a leading recruitment agency focused on growth through organic growth as well as yearly acquisitions.Salary: £50,000 to £60,000 DOE + Commission + Bonus + Private Medical + Pension + Holiday + BenefitsJob Description:Wealth Management OpportunitiesThis role involves providing full financial advisory...