Wealth Management Consulting Specialist

Role Description:Are you a skilled Wealth Management Consultant looking for a new challenge? We are currently recruiting for a talented individual to join our team in Edinburgh. As a Wealth Management Consultant, you will be responsible for managing an existing client bank and dealing with new HNW client enquiries. Your primary focus will be to provide...

About the RoleThis is an exciting opportunity for a seasoned professional with excellent client-facing skills and strong analytical abilities. You will work closely with colleagues to deliver our Wealth Management 360 service and other financial planning solutions. Your role will involve engaging with clients, understanding their needs, and presenting...

We are looking for a Private Wealth Manager to join our team at IDEX Consulting. In this role, you will be responsible for building relationships with new and existing private clients, understanding their financial needs, and proposing suitable solutions and strategies.Job Description:Understanding and reviewing clients' financial needs, attitude to risk,...

Career OpportunityIDEX Consulting is a leading consulting firm seeking a talented Private Wealth Management Professional to join our team. In this role, you will work closely with high net worth individuals, providing expert financial guidance and advice.Key Responsibilities:Develop and maintain relationships with clients, understanding their financial goals...

**Job Role:** Wealth Management StrategistSeven Investment Management LLP is seeking a highly skilled Wealth Management Strategist to join our team.We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience.Key Responsibilities:Support the development of strategic plans to drive business growth.Conduct industry research and...

Job OverviewWe are seeking a highly motivated and organized Wealth Management Specialist to join our team in London. This role will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and contributing to business-wide initiatives.About UsCazenove Capital is the wealth management business of Schroders, a...

About the Opportunity:Join us at IDEX Consulting as a Wealth Planning Client Care Expert and contribute to delivering exceptional support to our Wealth Planners in Edinburgh. This is a fantastic chance to utilize your analytical skills and experience in Financial Services to make a real impact.As a key member of our team, you will be responsible for managing...

Job Title: Global Wealth Management SpecialistWe are seeking an ambitious and entrepreneurial-minded individual to join our team as a Global Wealth Management Specialist. This is an exciting opportunity to embark on a challenging and rewarding international career with deVere Group, a leading independent financial advisory organisation.About Us:deVere Group...

Job DescriptionAberdeen Standard Investments is seeking an experienced Internal Control Specialist, Wealth Management to join our team. In this role, you will be responsible for implementing and maintaining effective internal controls across our wealth management division.About the RoleThis is an exciting opportunity to work with a leading investment company...

Job DescriptionWe are looking for a seasoned Wealth Advisory Manager to lead our Private Client Team in providing exceptional wealth management services to our high net worth clients. As a key member of our team, you will be responsible for delivering comprehensive wealth management solutions, including investment advice, tax planning, and retirement income...

Career Advancement in Financial ServicesWe are looking for an experienced Wealth / Asset Management Consultant to join our team in London or Edinburgh. As a key consultant, you will play a critical role in driving change and transformation in the financial services industry.About the Role:You will lead operational and change initiatives in wealth and asset...

About the Role:We are looking for a skilled Administrative Professional to join our team at Meraki Talent Ltd as a Wealth Management Support Specialist. In this role, you will work closely with our Wealth Managers to support them in managing client relationships and other key responsibilities.Estimated Salary: £38,000 - £48,000 per annum (based on location...

We are Meraki Talent Ltd, a leading provider of Financial Planning and Advice services. Our team is comprised of experienced professionals who share a passion for delivering exceptional results.We're now seeking a skilled Wealth Management Support Specialist to join our team in Edinburgh. This role offers a competitive salary of around £25,000 - £30,000...

OverviewWe are seeking a highly skilled Wealth Management Specialist to join our Asset & Wealth Management team. The ideal candidate will have experience in client onboarding and a strong understanding of anti-money laundering (AML) and know your customer (KYC) regulations.Job DescriptionAs a Financial Onboarding Professional, you will be responsible for the...

Job Overview">We are seeking an experienced Independent Financial Advisor to join our wealth management practice, specializing in high net worth clients. As a key member of our team, you will leverage your market knowledge and exceptional service skills to deliver first-class advice and relationship management.This role involves servicing a book of business...

About the RoleWe are seeking a highly skilled Financial Planning and Wealth Management professional to join our Private Client Team as a Financial Planning and Wealth Management Executive. This is an excellent opportunity for an experienced individual to take on a leadership role in managing complex financial planning needs of high net worth clients.The...

At J.P. Morgan, we are seeking a highly skilled Wealth Management Specialist to join our team in Asset and Wealth Management. As a key member of our operations team, you will play a critical role in ensuring the end-to-end onboarding process for new clients meets the highest standards of quality and regulatory compliance.Job Responsibilities:Advises on...

We are looking for a talented Paraplanning Team Lead to join our team at IDEX Consulting in Glasgow and Edinburgh.About the PositionThis is a fantastic opportunity to work in a dynamic and growing firm with a significant presence in Glasgow and Edinburgh. The successful candidate will be responsible for recruiting, managing, training, and developing skilled...

At IDEX Consulting, we are seeking a skilled Financial Policy Specialist to join our team. This is a challenging and rewarding role that offers a competitive salary and benefits package.As a Financial Policy Specialist, you will be responsible for understanding and reviewing clients' financial objectives, attitude to risk, existing personal circumstances,...

Key ResponsibilitiesThe Wealth and Tax Specialist will be responsible for managing the Tax Compliance Team, ensuring that tax procedures are in place, and reviewing tax returns prepared by the team.The successful candidate will also be responsible for advising clients on tax matters, including tax returns, claims, and elections, and tax liabilities.This is...