Wealth Management Credit Professional

New Financial Services Opportunity with Coronation Wealth ManagementWe are seeking a skilled and dynamic individual to join our successful team as an Associate Wealth Manager. Based in South Bristol, we are proud to be part of St. James's Place, one of the largest wealth management companies in the UK.Your role will involve working closely with clients to...

Technical Financial AdvisorAs a Technical Financial Advisor at Handelsbanken Wealth & Asset Management, you will play a crucial role in delivering high-quality financial planning services to our clients.This is an exciting opportunity to work with a talented team of professionals who share your passion for providing exceptional client experiences.Main...

About the Role:We are offering a challenging and rewarding opportunity for a skilled Wealth Management Specialist to join our team in the UK. As a key member of our Wealth Planning team, you will work closely with our Client Directors, their Associates, and the in-house tax team to deliver technical financial advisory reports and advice to High Net Worth...

Job Title: Business Credit ProfessionalWe are seeking a skilled Business Credit Professional to join our Portfolio Credit Control team on a 6-month FTC basis. The ideal candidate will have experience in credit control procedures, debt recovery, and portfolio management.About the RoleThis is a hybrid role that requires the ability to work from home (3 days)...

Handelsbanken Wealth & Asset Management is a leading provider of wealth management services, seeking an experienced Wealth Management Advisor to join our team. As a key member of our Wealth Planning team, you will be responsible for providing high-level financial planning advice to our clients.You will work closely with our Client Directors and their teams...

About the JobWe are seeking an experienced credit and banking specialist to join our client's team as a Banking Solutions Product Specialist.This is a unique opportunity to work with a global Wealth Management and Banking Institution and contribute to the development of their banking and credit offerings.You will be responsible for providing expert advice to...

Exciting New Opportunity for a Financial Adviser with Coronation Wealth ManagementWe are seeking an experienced and ambitious individual to join our successful team as an Associate Wealth Manager. Located in the South Bristol area, we are part of St. James's Place, one of the fastest-growing companies in the UK, with over £180 billion in assets under...

Job Title: Wealth Management Research CoordinatorTitan Wealth Holdings Limited is a leading provider of wealth management services in the UK, and we are seeking a highly skilled Wealth Management Research Coordinator to join our team in Bristol. As a key member of our research team, you will be responsible for conducting research and analysis to support our...

Job DescriptionThis role is an exciting opportunity for a motivated individual to join Coronation Wealth Management as an Associate Wealth Manager.The successful candidate will be responsible for building long-term relationships with clients, utilizing their exceptional communication skills and passion for delivering exceptional client experiences.

We are looking for a Wealth Management Professional to join our team in Bristol. In this role, you will be responsible for maintaining ongoing relationships with clients, managing the full administration process, and supporting junior administrators.Key responsibilities also include liaising with clients, understanding client suitability requirements,...

We are seeking a skilled Credit Controller to join our team on a 6-month fixed-term contract. The ideal candidate will have experience in professional services, preferably with Workday, and possess strong Excel skills.The successful candidate will be responsible for managing all credit control procedures, actively pursuing debt, and maintaining accurate...

We are seeking a highly skilled Credit Controller to join our Portfolio Credit Control team on a 6-month fixed-term contract. The successful candidate will work on a hybrid basis, with 2 days spent in our office.The ideal candidate will have experience in professional services, preferably with Workday, and possess strong Excel skills. Excellent communication...

Job OverviewWe are seeking a highly skilled Credit Control Specialist to join our team at Portfolio Credit Control. As a key member of our team, you will be responsible for handling all credit control procedures in line with company policy.The ideal candidate will have professional services experience, preferably with Workday experience. Excel skills to a...

About the RoleThis Accounts Payable Assistant position plays a crucial role in the smooth functioning of our finance department. As an AP Assistant, you will be responsible for managing the accounts payable/receivable process, working closely with the Accounts Payable Lead to ensure timely and accurate processing of invoices and payments.Your primary...

Career Opportunities in Financial Planning with Coronation Wealth ManagementWe are seeking an ambitious and results-driven individual to join our successful team as an Associate Wealth Manager. Located in South Bristol, we are part of St. James's Place, one of the leading wealth management companies in the UK.Your role will involve working with clients to...

**Job Title:** Discretionary Wealth Management Professional**Location:** Bristol and South West**Job Type:** Full-time**About Us:We are a leading recruitment agency specialising in financial services roles. We pride ourselves on our expertise and commitment to delivering exceptional results for our clients and candidates.**The Role:We are seeking a highly...

Job SummaryIn this role, you will work closely with our Client Directors and their teams to provide high-level financial planning advice to Handelsbanken clients. You will be responsible for delivering technical financial advisory reports and advice, as well as undertaking research and compiling recommendations.

Job Title: Credit Control SpecialistAbout the Role:We are seeking a highly skilled Credit Control Specialist to join our Portfolio Credit Control team. In this role, you will be responsible for handling all credit control procedures in line with company policy.Key Accountabilities:Actively chase all debt within the allotted portfolio using appropriate means...

Cavendish Maine Careers is seeking a Junior Wealth Management Professional to join their team in Bristol. As a junior wealth management professional, you will play a key role in servicing an established client bank and conducting annual reviews, while also actively pursuing new business opportunities.This role requires strong analytical and problem-solving...

Job Overview:Credit Management ProfessionalThis role requires a skilled Credit Management Professional to manage debtor relationships and resolve disputes efficiently in the professional services sector.The successful candidate will have:A proven track record of delivering results-driven credit control experienceExcellent communication and interpersonal...