Chartered Wealth Manager Assistant

Job OverviewWe are a dynamic wealth management business based in Solihull, seeking an experienced Paraplanner to join our team.The role offers a competitive salary of around £35,000 per annum, plus a discretionary bonus of £3-4K and benefits.This is an excellent opportunity for a skilled Paraplanner to work with a reputable firm, providing tailored...

About Us:CleverHR is a leading provider of Chartered wealth management services, offering expert advice on investments, pensions and IHT planning.We pride ourselves on delivering exceptional service to our clients and are committed to excellence in all aspects of our business.The Role:We are seeking an Investment Research Assistant to join our team, who will...

About the Role:We are seeking a highly skilled Investment Research Assistant to join our team at CleverHR, a leading Chartered wealth management firm.This exciting opportunity will see you working closely with our experienced advisors to deliver exceptional service to our clients.As an Investment Research Assistant, you will play a key role in researching...

Paraplanner (Wealth Management) Study Support City of London (Hybrid) £50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + Progression Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, with the real opportunity of becoming an advisor and developing your reputation in the London Wealth Management...

Paraplanner (Wealth Management) Study Support City of London (Hybrid) £50,000 to £60,000 DOE + Pension + 23 Holiday Days + Training + Progression Are you a Paraplanner, RO4 Qualified, wanting the chance to learn from different advisors, with the real opportunity of becoming an advisor and developing your reputation in the London Wealth...

Job Description Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral...

Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral part of our team,...

Wealth Management Administrator Competitive Salary Permanent Edinburgh Meraki Talent is working with an established Wealth Management firm located here in Edinburgh.They are seeking a skilled and motivated Administrator who ideally has had previous experience working in an Wealth Management firm or an interest in this space.As an integral part of our team,...

Job Description: We are seeking an enthusiastic and organized Financial Services Assistant to join our team at CleverHR. As a key member of our financial planning team, you will provide administrative support to ensure the smooth operation of our services.In this role, you will be responsible for data entry, filing, and record keeping, as well as providing...

Job Title: Financial Planning AssistantWe are seeking a highly organised and detail-oriented individual to support our Chartered Financial Planners. This role involves ensuring they are well-equipped to perform client servicing duties effectively.The ideal candidate will have excellent communication skills, proficiency in Microsoft Office, and experience in...

About You Would you like to work 4 ½ days per week and have every Friday afternoon off ?Do you have experience of being an Executive Assistant / PA / Secretary in a fast-paced office-based environment?Can you provide accurate and efficient secretarial, EA and administrative skills to support a team of wealth management Specialists?Do you have a background...

A leading regional firm of Chartered Accountants invites applications for a senior taxation role.Salary: £90,000 - £120,000 per annumKey Responsibilities:Manage the personal tax team, ensuring efficient delivery of services.Assist team members with technical queries and complex personal tax returns.Respond to clients' tax queries, providing expert advice...

Become a key player in shaping our firm's approach to financial crime prevention and risk management.About UsWe are a dynamic Wealth and Investment Management company operating in the heart of London, committed to excellence in all aspects of our business.Salary Range£60,000 - £65,000 per annumRole OverviewThe Financial Crime Manager will be responsible...

At Serco Plc, we are seeking a highly skilled HRIS Systems Performance Manager to join our team. As an HRIS Systems Performance Manager, you will be responsible for monitoring system performance and managing issues to resolution, leading on system maintenance activities and resolving day-to-day system queries raised by customers and colleagues.About the...

Job Description About You   Would you like to work 4 ½ days per week and have every Friday afternoon off ?   Do you have experience of being an Executive Assistant / PA / Secretary in a fast-paced office-based environment?    Can you provide accurate and efficient secretarial, EA and administrative skills to support a team of wealth management...

Job Title: Wealth Management Support AssociateWe are seeking a highly skilled and proactive Wealth Management Support Associate to join our team in Aldrich & Co. The successful candidate will have several years of experience as a PA in the financial services sector.Aldrich & Co. is a leading global financial services company offering a unique opportunity for...

Company Overview">We are Ernest Gordon Recruitment Limited, a growing wealth management business committed to driving change and ensuring future growth. Our team is dedicated to excellence, teamwork, and employee support in achieving their goals within a relaxed yet hardworking environment.Salary and Benefits">We offer a competitive salary of £50,000 to...

About Noir ConsultingWe are a leading Microsoft recruitment agency and we have several exciting new roles for .NET Developer to join an ambitious Fintech start-up.This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private...

About Noir ConsultingWe are a leading Microsoft recruitment agency and we have several exciting new roles for .NET Developer to join an ambitious Fintech start-up.This is your chance to work with the sharpest minds in private wealth management and financial software development. Our client's latest product release has changed the way people view private...

About Us">Siemens Digital Industries Software is a leading provider of solutions for the design, simulation and manufacture of products across many different industries. We are headquartered in Plano, Texas.Our team works collaboratively with customers to deliver open solutions that help them make smarter decisions resulting in better products.The Assistant...