Wealth Management Professional

About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' experience in the financial services industry and hold a QCF...

Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...

About the RoleApollo Private Wealth is seeking a highly motivated and experienced Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' industry experience and a QCF Level 4 Diploma as a minimum. You will...

Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

Job Title: Wealth Management AdministratorAbout the Role:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for managing all day-to-day operations of the business, including managing appointments and client review meetings, responding to...

About the RoleApollo Private Wealth is seeking a highly motivated and ambitious individual to join our team as a Wealth Management Associate. As a key member of our team, you will play a crucial role in supporting our experienced Advisers and developing your skills in financial planning and wealth management.As a Wealth Management Associate, you will have...

Job Summary:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our operations team, you will be responsible for managing all day-to-day activities, including appointments, client review meetings, and responding to client inquiries.Key Responsibilities:* Manage...

Wealth Management Associate RoleOval Recruit Ltd. is seeking a skilled Wealth Management Associate to join their team. As a Wealth Management Associate, you will work closely with a Wealth Manager to manage client relationships and technical administration.Key Responsibilities:Prepare client meeting packs, meeting notes, and action schedules.Process all new...

Wealth Management AssociateJob SummaryOval Recruit Ltd. is seeking a highly skilled Wealth Management Associate to join their team. As a Wealth Management Associate, you will work closely with a Wealth Manager to manage client relationships and technical administration.Key ResponsibilitiesPrepare client meeting packs, meeting notes, and action...

The Titan Wealth Group is a leading provider of wealth management services, and we are seeking a skilled Junior Wealth Business Analyst to join our implementation team. As a Junior Wealth Business Analyst, you will work closely with the Wealth Operations Team to effectively implement our new wealth management platform, ensuring seamless delivery and process...

Wealth Management AssociateAbout the RoleOval Recruit Ltd. is seeking a skilled Wealth Management Associate to join their team. As a Wealth Management Associate, you will work closely with a Wealth Manager to manage client relationships and technical administration.Key ResponsibilitiesPrepare client meeting packs, meeting notes, and action schedules.Process...

About usThe Titan Wealth Group provides a broad range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Its strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, Titan is an active acquirer of UK-based...

About UsThe Titan Wealth Group provides a comprehensive range of services across the wealth value chain, from financial planning to platform, trading, settlement, and custody services. Our strategy is to offer modular, incremental services to clients, allowing them to adjust their business models as needed. As part of this, we actively acquire UK-based asset...

Citigroup Inc. is seeking a Wealth Management Professional to join its Asset Management team in London. As a key member of the team, you will be responsible for providing exceptional client service and building strong relationships with high net worth individuals and families.The successful candidate will have a strong understanding of wealth management...

Citi Global Wealth is seeking a talented Global Wealth Management Professional to join our growing business in London. Our team provides tailored lending, access to leading investment managers, and holistic family wealth management services.As a Global Wealth Management Professional, you will be part of a training program that equips you with the knowledge...

Role OverviewWe are seeking a motivated and ambitious individual to join our Financial Planning team as a Wealth Management Professional. As a key member of our team, you will play a vital role in supporting our clients and assisting in the delivery of exceptional wealth management services.Key ResponsibilitiesProvide general support to the Financial...

Senior Asset Management ProfessionalWealth Platform ExpertiseKey Responsibilities:Investigate and resolve client queries through Happy Fox, email, and phone with accurate and timely responses.Conduct root cause analysis for the transfers team lead and head of wealth operations.Support asset migrations, including leading smaller migrations, under the team...

Our FirmOur clients firm was founded in 2008 as an alternative to the big wealth management companies, with comparable levels of expertise but with a more personal experience. They are a financial planning-led investment management firm with a professional and personal approach. They currently have c. £410m assets under management, are privately owned,...

As a key member of our Private Wealth Management team, you will play a vital role in helping clients achieve their financial goals. Your expertise in financial analysis and market trends will enable you to provide top-notch support to our Private Wealth Advisors, ensuring seamless execution of wealth management strategies for our clients.Key...

Role OverviewAAG Wealth Management is seeking a Corporate Client Relationship Manager to join our Financial Education and Strategic Partnerships Team. This role will be a hybrid (in-office / home working) based role working from our offices in London.Key ResponsibilitiesBuild and maintain relationships with Share Plan, HR, and Reward key contacts and...