Wealth Management Support Specialist

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...

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...

**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...

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...

Join Our Team as an Administrative Support SpecialistWe are seeking a skilled and motivated Administrative Support Specialist to join our team at Meraki Talent Ltd in Edinburgh.This is an excellent opportunity to work with a reputable Wealth Management firm and contribute to the success of our business.Key Responsibilities:Support the Advisors and wider...

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...

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...

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...

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...

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...

Job OverviewThe Wealth Management Administrator will support Wealth Managers in managing client relationships, ensuring timely information is available for client meetings. The ideal candidate will possess strong organisational skills and attention to detail, with the ability to manage multiple tasks and prioritise effectively.

We are Schroders Recruitment, a leading wealth management firm headquartered in London. We offer a range of services, including investment, wealth planning, lending, and family office services. Our team is dedicated to delivering excellent client service and investment management for our clients.The role of an Assistant Fund Manager is a critical one,...

About Schroders RecruitmentWe help private individuals, families, and charities achieve their long-term financial objectives.Our Wealth Planners provide expert financial advice to clients and prospects, incorporating all aspects of regulated advice, including pensions, tax advice, and general guidance on financial issues.Job RoleWe are looking for a highly...

Wealth Management ProfessionalAvaloq, a leading provider of wealth management technology and services, is seeking a Wealth Management Professional to join its team. With a strong focus on innovation and customer satisfaction, the company offers a challenging and rewarding work environment that allows employees to grow and develop their careers.The ideal...

Avaloq is a leading provider of wealth management technology and services. We are continuously expanding our global footprint, with around 2,500 colleagues in 10 countries and over 170 clients in 35 countries.About the RoleWe are seeking a Technical Specialist to join our team in Edinburgh. As a Technical Specialist, you will be responsible for designing and...

We are seeking a highly skilled Wealth Management Administrator to join our team in Edinburgh. As a key member of the support team, you will be responsible for report writing, research, and financial reviews for HNW clients.The successful candidate will have experience in a whole of market/IFA environment or as a provider with expertise in report writing and...

We are recruiting for an experienced Operations Coordinator to join our Wealth Management team in Edinburgh. The successful candidate will have previous experience working in an administrative role within the financial services sector and possess excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.Your key...