Private Wealth Administrator

Job DescriptionWe are looking for a skilled Wealth Management Expert to join our team at Titan Wealth Holdings Limited. As a key member of our investment team, you will be responsible for managing clients' investments, providing expert advice, and contributing to the development of our asset management strategies.The ideal candidate will have extensive...

An Executive Assistant is required to support the Private Wealth and Tax team at Shepherd and Wedderburn LLP. The successful candidate will be responsible for providing high-quality administrative support, maintaining accurate records, and processing payments on behalf of fee earners. They will also assist with compliance tasks, such as Anti-Money Laundering...

Beaumont Associates Ltd invites applications from experienced Private Wealth Directors who wish to take on a senior leadership role within our Private Client team in Edinburgh/Glasgow.As a key member of our team, you will be responsible for driving business growth, leading by example, and maintaining our firm's high standards of professionalism and...

About the RoleWe are seeking an experienced IFA administrator to join our dynamic team. As an ideal candidate, you will have a strong background in wealth management administration, with excellent knowledge of various software systems and analytical tools. Your expertise will be invaluable in supporting our paraplanners/planners, analyzing product...

Job RoleWe are looking for a skilled Administrator to join our Client Delivery team, supporting our Wealth Planners in providing high-quality services to our clients.Main TasksObtain policy details from policy providers and create policy illustrationsProcess new business applications and track their progressDevelop strong relationships with clients to ensure...

Job SummaryWe are seeking a highly skilled Administrator to join our Client Delivery team, providing support to our Wealth Planners in delivering an exceptional service to our clients.Key ResponsibilitiesCollaborate with policy providers to obtain policy details and illustrationsManage new business applications and ensure timely completionCommunicate...

The role of Senior Wealth Manager at IDEX Consulting Ltd is to provide comprehensive financial planning and investment strategies for high net worth individuals and families.Key Responsibilities:Understand and review clients' financial objectives, attitude to risk, and existing personal circumstances to propose suitable investment solutions.Build...

Shepherd and Wedderburn LLP seeks an experienced Administrative Support Specialist to join their Private Wealth and Tax team. This is a fantastic opportunity for someone looking to develop their skills in business operations and administration.About the Role:This role requires a highly organized individual who can provide administrative support to the team,...

We are recruiting an Administrative Coordinator to join our team at Shepherd and Wedderburn LLP. As an Administration Assistant, you will provide vital support to the Private Wealth and Tax team, contributing to the success of our business. This exciting opportunity offers a two-year fixed-term Modern Apprenticeship contract.In this role, you will be...

Wealth Management Administrator OpportunityGlasgow based, multi-award winning Wealth Management Firm seeks experienced Wealth Management / Financial Planning Administrator to support Paraplanners in delivering exceptional client service.Main ResponsibilitiesProviding administrative support to ParaplannersServing as a point of contact for internal...

Role OverviewIDEX Consulting is seeking a highly skilled and experienced Strategic Wealth Manager Lead to join our team. The successful candidate will be responsible for building and maintaining relationships with private clients, providing tailored wealth management solutions, and driving revenue growth.

Job Description: Senior Wealth Management SpecialistSalary Range: $120,000 - $180,000 per yearWe are looking for a talented Senior Wealth Management Specialist to join our team at IDEX Consulting Ltd. As a key member of our wealth management team, you will be responsible for building relationships with both new and existing private clients, and providing...

We are seeking a Senior Wealth Manager to join our team at Heat Recruitment.This is an exciting opportunity to work with a highly regarded national Wealth Management firm that is expanding its presence in Central Scotland.The ideal candidate will have a proven track record of producing quality Assets Under Management (AUM) and covering all aspects of High...

About the Role">This Administrative Support Specialist position offers a unique opportunity to work in a dynamic team environment and support the success of Financial Planners at Heat Recruitment. As a key member of the team, you will be responsible for gathering information to aid financial planning processes, comparing products and providers, preparing...

Ably Resources is a dynamic and established private client team seeking an experienced executry paralegal to administer executry estates and trusts, draft confirmation and IHT forms, executry accounts, and general financial administration including power of attorney and guardianship administration.About UsWe provide a range of services including advising on...

At MBF, we are seeking an experienced Wealth Strategist to join our team in Glasgow.We offer a competitive salary of £75,000 - £120,000 per year, depending on experience and qualifications. Our benefits package includes generous Pension contribution, DIS, Income Protection, PMI, share options, Electric Vehicle Scheme, and many others.The ideal candidate...

Somerset-based law firm Chadwick Nott has an exciting opportunity for a senior private wealth lawyer to join their team. As a key member of the team, you will be responsible for handling complex private client matters, including wills, LPAs, Court of Protection, trusts, and estate planning.The ideal candidate will have a proven track record in private client...

Are you looking for a challenging and rewarding career in business administration? We are seeking an Executive Secretary to join our team at Shepherd and Wedderburn LLP. This two-year fixed-term Modern Apprenticeship contract offers a unique opportunity to develop your skills in administration while working towards a nationally recognised Business...

Job OverviewA leading Wealth Management firm is expanding its presence in Central Scotland, seeking an experienced Investment Director to drive growth and development.Key ResponsibilitiesProduce high-quality Assets Under Management (AUM) by building on existing connections and collaborating with colleagues.Develop and maintain long-lasting, profitable...

Are you a seasoned Private Client specialist looking to elevate your career and take on a leadership role in Scotland? We have an exceptional opportunity for a talented individual to join our national firm's esteemed Private Client team based in Glasgow.This leading law firm is renowned for its unwavering commitment to excellence, its client-centric...