Wealth Management Professional
4 weeks ago
At Recruit UK, we are seeking a skilled Wealth Management Professional to join our team in Liverpool. As a Paraplanner, you will play a key role in supporting the delivery of high-quality financial planning services to clients. This includes conducting research, producing reports, and collaborating with IFAs and other professionals.
The successful candidate will possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills. They will also have a keen interest in investments and a willingness to contribute to investment committee discussions.
This is an exciting opportunity to work with a forward-thinking wealth management firm that prioritizes innovation and client satisfaction. The estimated salary range for this position is £38,000 - £43,000 per annum, based on experience and qualifications.
Responsibilities:
- Conduct research and produce detailed reports for clients
- Prepare and present complex financial data and analysis
- Collaborate with senior professionals to develop and implement financial plans
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Wealth Management Specialist
3 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeAs a Senior Financial Planner at Hoxton Wealth, you will be responsible for conducting thorough research and analysis of client financial information to support financial advisors in developing financial plans and investment recommendations.About the RoleThis is an excellent opportunity to join a reputable wealth management firm and work with a talented team...
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Wealth Management Professional
7 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Group Full timeJob Description:Hoxton Wealth Group is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies...
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Wealth Management Governance Lead
7 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeAbout UsHoxton Wealth is a dynamic and forward-thinking wealth management firm committed to delivering exceptional financial planning and investment solutions to our clients. With a strong international presence, we pride ourselves on our dedication to excellence, innovation, and compliance with all regulatory standards.Role Description:The Compliance...
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Wealth Management Associate
2 months ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeJob Summary:Hoxton Wealth is seeking a highly skilled Wealth Management Associate to join our team. As a key member of our wealth management team, you will assist financial advisors in developing financial plans and investment recommendations by conducting thorough research and analysis of client financial information.Main Responsibilities:Conduct thorough...
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Wealth Management Assistant
7 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Group Full timeAbout Hoxton Wealth:Hoxton Wealth is a global financial services firm dedicated to providing innovative and tax-efficient wealth management solutions. With a presence in key locations worldwide, the company offers comprehensive financial services through its team of experienced financial advisors.Job Description:We are seeking an experienced Asset Finance...
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Senior Risk Management Professional
7 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeJob DescriptionHoxton Wealth is seeking a Senior Risk Management Professional to join our UK team. In this pivotal role, you will collaborate closely with our existing team to ensure that Hoxton Wealth adheres to all relevant regulations and laws.Key Responsibilities:Oversee all compliance processes and procedures to ensure full adherence to regulatory...
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Wealth Management Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Group Full timeJob SummaryHoxton Wealth Group is seeking a skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in supporting our financial advisors in providing comprehensive financial planning and investment advice to our clients.Responsibilities:Analyzing client financial information to develop financial plans and investment...
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Wealth Management Professional
3 weeks ago
Liverpool, Liverpool, United Kingdom St. James's Place Full timeJoin our team at St. James's Place as a Wealth Management Professional and take the first step towards a fulfilling career in financial advice.We're seeking ambitious individuals with a passion for building relationships and providing exceptional customer service to join our Academy Programme.This role offers a unique opportunity to learn from experienced...
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Compliance Risk Manager
1 week ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeCompany OverviewHoxton Wealth is a leading wealth management firm with a strong international presence. We pride ourselves on our dedication to excellence, innovation, and compliance with all regulatory standards.Job SummaryWe are seeking a highly motivated and experienced Compliance Director to join our UK team. The successful candidate will oversee all...
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Wealth Management Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom Artemis Recruitment Consultants Ltd Full timeWealth Management RoleWe are seeking a highly motivated and experienced Financial Adviser to join our client's team in Liverpool.The ideal candidate will be responsible for providing financial guidance and making recommendations to clients, ensuring they achieve their financial goals.Conduct thorough financial assessments and develop tailored plans.Research...
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Wealth Management Support Professional
4 weeks ago
Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full timeJob SummaryAs a key member of our team, you will provide exceptional client service and administrative support in our Wealth Management department. Your primary focus will be on addressing client inquiries and providing prompt responses to investment-related queries.Key Responsibilities:Address client inquiries and provide exceptional serviceManage client...
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Compliance and Governance Expert
7 days ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeCompliance Director OpportunityWe are seeking a highly motivated and experienced Compliance Director to join our UK team at Hoxton Wealth. In this pivotal role, you will oversee all compliance processes and procedures, ensuring full adherence to regulatory requirements and industry standards.Key Responsibilities:Conduct regular audits and risk assessments to...
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Financial Services Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeCompany OverviewHoxton Wealth is a leading global financial services firm with a strong presence in key international markets. With a comprehensive approach to financial planning, the company leverages innovative technology solutions and deep expertise in tax-efficient strategies to deliver bespoke wealth management services.With around £2 billion in assets...
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Wealth Management Operations Coordinator
2 weeks ago
Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full timeIn the dynamic field of wealth management, Independent Resourcing Consultancy Ltd seeks a skilled professional to fill the position of Wealth Management Client Services Advisor in Liverpool.About the Opportunity:This exciting opportunity is ideal for a detail-oriented individual who can provide exceptional client service by addressing queries and inquiries...
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Compliance Expert Leader
1 week ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeOverviewHoxton Wealth is a forward-thinking wealth management firm, committed to delivering exceptional financial planning and investment solutions. With an international presence, we pride ourselves on excellence, innovation, and compliance with regulatory standards.
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Senior Wealth Management Leader
2 weeks ago
Liverpool, Liverpool, United Kingdom Heat Recruitment Full timeWealth Management OpportunityThe role of Senior Wealth Management Leader has become available at a prominent wealth management firm in Liverpool, North West, United Kingdom. This is an exciting opportunity to lead and shape the future of the business.
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Executive Advisor
3 weeks ago
Liverpool, Liverpool, United Kingdom Bond Rec Full timeJob Title: Executive Advisor - Wealth ManagementBond Rec, a leading firm of Chartered Financial Planners in Merseyside, is seeking an experienced Executive Advisor - Wealth Management to join our team. This is an exciting opportunity to develop your career in wealth management and play a key role in shaping the future of our business.About the Role:The...
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Wealth Management Administrative Assistant
3 weeks ago
Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full timeIndependent Resourcing Consultancy Ltd is an exclusive recruitment agency that specializes in finding high-calibre candidates for leading financial institutions. We have partnered with a prestigious private wealth advisory firm to fill the position of Wealth Management Client Services Advisor. This is a unique opportunity for a detail-oriented professional...
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Senior Financial Services Coordinator
4 weeks ago
Liverpool, Liverpool, United Kingdom Hoxton Wealth Full timeAbout Hoxton WealthHoxton Wealth is a global financial services firm with a strong presence in key locations. With a tech-led approach to financial planning, the company combines innovative technology solutions with expertise in tax-efficient strategies to deliver comprehensive wealth management services.Job OverviewWe are seeking a highly organized and...
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Wealth Management Governance
3 weeks ago
Liverpool, Liverpool, United Kingdom MERJE Full timeCompany OverviewMERJE is a leading recruitment agency working closely with a rapidly expanding wealth management firm dedicated to delivering tailored investment solutions to their valued clients.About the RoleWe are seeking a seasoned compliance professional to join our client's team as Head of Compliance. This role offers an exceptional opportunity for a...